The AES Co. to Post FY2026 Earnings of $2.15 Per Share, Seaport Res Ptn Forecasts (NYSE:AES)

The AES Co. (NYSE:AES) – Equities researchers at Seaport Res Ptn upped their FY2026 EPS estimates for AES in a research note issued to investors on Tuesday, May 21st. Seaport Res Ptn analyst A. Storozynski now forecasts that the utilities provider will earn $2.15 per share for the year, up from their prior estimate of $2.10. Seaport Res Ptn currently has a “Hold” rating on the stock. The consensus estimate for AES’s current full-year earnings is $1.91 per share. Seaport Res Ptn also issued estimates for AES’s FY2027 earnings at $2.43 EPS and FY2028 earnings at $2.78 EPS.

Several other research firms also recently commented on AES. Argus reissued a “buy” rating and set a $25.00 target price on shares of AES in a research report on Tuesday, March 26th. Royal Bank of Canada restated an “outperform” rating and issued a $22.00 target price on shares of AES in a report on Tuesday, April 9th. Barclays lowered their price target on AES from $21.00 to $20.00 and set an “overweight” rating on the stock in a report on Thursday, March 14th. Morgan Stanley restated an “overweight” rating and issued a $25.00 price objective on shares of AES in a research note on Monday, March 25th. Finally, UBS Group lowered their target price on shares of AES from $20.00 to $19.00 and set a “neutral” rating on the stock in a research note on Wednesday, April 3rd. One analyst has rated the stock with a sell rating, three have assigned a hold rating and five have given a buy rating to the company. According to data from MarketBeat.com, AES presently has a consensus rating of “Hold” and an average target price of $22.50.

AES Stock Performance

Shares of AES opened at $20.93 on Wednesday. The company has a quick ratio of 0.71, a current ratio of 0.78 and a debt-to-equity ratio of 4.04. AES has a 12 month low of $11.43 and a 12 month high of $22.60. The company’s fifty day moving average is $17.90 and its 200-day moving average is $17.51. The firm has a market cap of $14.87 billion, a price-to-earnings ratio of 29.07 and a beta of 1.08.

AES (NYSE:AES) last announced its quarterly earnings results on Friday, May 3rd. The utilities provider reported $0.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.34 by $0.16. AES had a return on equity of 36.23% and a net margin of 4.40%. The business had revenue of $3.09 billion during the quarter, compared to analyst estimates of $3.20 billion. During the same period in the previous year, the company earned $0.22 EPS. The firm’s revenue was down 4.8% on a year-over-year basis.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. New York Life Investment Management LLC lifted its position in shares of AES by 0.7% during the 3rd quarter. New York Life Investment Management LLC now owns 96,702 shares of the utilities provider’s stock worth $1,470,000 after buying an additional 665 shares during the period. Global Retirement Partners LLC grew its holdings in shares of AES by 18.0% in the 4th quarter. Global Retirement Partners LLC now owns 4,378 shares of the utilities provider’s stock worth $78,000 after purchasing an additional 668 shares during the last quarter. Concourse Financial Group Securities Inc. lifted its holdings in AES by 13.0% during the 4th quarter. Concourse Financial Group Securities Inc. now owns 7,008 shares of the utilities provider’s stock valued at $135,000 after purchasing an additional 806 shares during the last quarter. Empirical Finance LLC boosted its position in AES by 4.7% in the first quarter. Empirical Finance LLC now owns 18,185 shares of the utilities provider’s stock valued at $326,000 after buying an additional 823 shares in the last quarter. Finally, CANADA LIFE ASSURANCE Co increased its holdings in shares of AES by 0.5% during the first quarter. CANADA LIFE ASSURANCE Co now owns 205,127 shares of the utilities provider’s stock worth $3,679,000 after buying an additional 1,003 shares in the last quarter. 93.13% of the stock is owned by institutional investors.

AES Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, May 15th. Investors of record on Wednesday, May 1st were paid a dividend of $0.1725 per share. The ex-dividend date of this dividend was Tuesday, April 30th. This represents a $0.69 annualized dividend and a yield of 3.30%. AES’s dividend payout ratio is 95.83%.

AES Company Profile

The AES Corporation, together with its subsidiaries, operates as a diversified power generation and utility company in the United States and internationally. The company owns and/or operates power plants to generate and sell power to customers, such as utilities, industrial users, and other intermediaries; owns and/or operates utilities to generate or purchase, distribute, transmit, and sell electricity to end-user customers in the residential, commercial, industrial, and governmental sectors; and generates and sells electricity on the wholesale market.