The AES Corporation (NYSE:AES) Receives Average Recommendation of “Hold” from Analysts

Shares of The AES Corporation (NYSE:AES) have received an average rating of “Hold” from the ten brokerages that are presently covering the company, MarketBeat reports. Six research analysts have rated the stock with a hold recommendation and four have given a buy recommendation to the company. The average twelve-month price objective among analysts that have covered the stock in the last year is $24.2727.

A number of research analysts recently issued reports on the stock. Mizuho cut shares of AES from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 3rd. Argus raised shares of AES from a “hold” rating to a “buy” rating and set a $18.00 price target on the stock in a research report on Friday, December 5th. Morgan Stanley reissued an “equal weight” rating and issued a $15.00 price target (down from $23.00) on shares of AES in a report on Friday. Barclays restated an “equal weight” rating and issued a $15.00 price objective on shares of AES in a research report on Wednesday, February 4th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of AES in a report on Monday, December 29th.

AES Price Performance

Shares of AES opened at $14.16 on Friday. The stock has a market cap of $10.09 billion, a P/E ratio of 11.24, a price-to-earnings-growth ratio of 0.54 and a beta of 0.95. AES has a 1 year low of $9.46 and a 1 year high of $17.65. The stock’s 50-day moving average price is $15.11 and its two-hundred day moving average price is $14.23. The company has a current ratio of 0.77, a quick ratio of 0.66 and a debt-to-equity ratio of 2.94.

AES (NYSE:AES) last announced its quarterly earnings results on Monday, March 2nd. The utilities provider reported $0.81 EPS for the quarter, beating analysts’ consensus estimates of $0.68 by $0.13. The company had revenue of $3.10 billion during the quarter, compared to analysts’ expectations of $3.07 billion. AES had a return on equity of 11.31% and a net margin of 7.40%.During the same period in the prior year, the business posted $0.54 EPS. On average, equities analysts predict that AES will post 1.93 earnings per share for the current year.

AES Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Friday, May 1st will be issued a dividend of $0.176 per share. This represents a $0.70 annualized dividend and a dividend yield of 5.0%. The ex-dividend date is Friday, May 1st. AES’s payout ratio is 43.75%.

More AES News

Here are the key news stories impacting AES this week:

• Positive Sentiment: Q4 earnings and volume: AES reported stronger-than-expected Q4 results and saw elevated trading volume after the print, which supports near-term fundamentals and cash generation. Read More.
• Neutral Sentiment: Consent solicitation for senior notes: AES launched consent solicitations to amend indentures on several outstanding notes — a technical step that could provide covenant relief or flexibility around the buyout/financing but is standard in deal processes. Read More.
• Neutral Sentiment: Analyst round-up: Coverage pieces summarize differing analyst views on AES’s outlook, useful context but not a single catalyst. Read More.
• Negative Sentiment: Morgan Stanley cuts price target: Morgan Stanley reaffirmed an “Equal Weight” rating but sharply reduced its price target to $15 (from $23), materially lowering implied upside and signaling less enthusiasm for the buyout valuation. Read More.
• Negative Sentiment: Mizuho downgrades to Hold: Mizuho cut AES to “Hold”, adding to analyst pressure and reducing conviction for further upside absent a higher offer. Read More.
• Negative Sentiment: Community and regulatory pushback: AES canceled in-person community open houses after online threats; Indiana officials and the state treasurer have raised concerns that the AES–BlackRock deal won’t prioritize local residents — a reputational and political headwind that could draw scrutiny. Read More.
• Negative Sentiment: Shareholder investigation into buyout price: A law firm launched a probe arguing the $15 buyout price may undervalue AES, increasing the risk of litigation or demands for a higher offer. Read More.
• Negative Sentiment: Customer complaints / local media coverage: Reports of rising winter bills and customer concern in AES Indiana increase political sensitivity around the transaction and could influence regulators or public opinion. Read More.

Institutional Trading of AES

Hedge funds have recently bought and sold shares of the stock. Bogart Wealth LLC raised its holdings in AES by 406.5% during the 3rd quarter. Bogart Wealth LLC now owns 1,869 shares of the utilities provider’s stock worth $25,000 after buying an additional 1,500 shares during the period. Cromwell Holdings LLC boosted its holdings in shares of AES by 232.5% in the third quarter. Cromwell Holdings LLC now owns 2,484 shares of the utilities provider’s stock valued at $33,000 after buying an additional 1,737 shares during the period. Los Angeles Capital Management LLC bought a new stake in shares of AES during the fourth quarter worth $42,000. TD Private Client Wealth LLC raised its holdings in shares of AES by 50.8% during the third quarter. TD Private Client Wealth LLC now owns 3,401 shares of the utilities provider’s stock worth $45,000 after acquiring an additional 1,146 shares during the period. Finally, Canada Post Corp Registered Pension Plan lifted its position in AES by 108.0% in the 4th quarter. Canada Post Corp Registered Pension Plan now owns 7,280 shares of the utilities provider’s stock valued at $104,000 after acquiring an additional 3,780 shares in the last quarter. 93.13% of the stock is currently owned by institutional investors and hedge funds.

AES Company Profile

AES Corporation is a global energy company focused on the generation and distribution of electricity across diversified markets. Headquartered in Arlington, Virginia, AES develops, builds and operates power plants and distribution systems that serve residential, industrial and commercial customers. The company’s portfolio includes thermal, renewable and battery energy storage facilities designed to deliver reliable and sustainable electricity solutions.

Through its subsidiaries, AES operates a balanced mix of power generation assets, including natural gas, coal and renewables such as solar and wind.