AES
AES CORP
$14.68
+0.07%
$10.5B
No data for this timeframe.
Vol
Market Cap$10.5B
Cap SizeLarge Cap
Analyst ConsensusSell (0%)
Inst. Holders50 funds
Inst. Value$5.4B
Inst. Activity33 buys / 17 sells
Reddit Sentiment76° Bullish
SEC Reports8
Exchange NYSE·Sector Cogeneration Services & Small Power Producers·Inc. DE·CIK 0000874761·Prev Close $14.67
Recent Activity
Jun 12, 2026
SEC
AES filed an 8-K supplementing its definitive proxy statement in response to two shareholder lawsuits and 15 demand lett
8-K — Impact 2/10
May 25, 2026
dark_pool
Dark Pool: AES — 5.0M shares, 37,675 trades
Week starting 2026-05-25. Total ATS volume: 4,976,181 shares across 37,675 trades.
May 4, 2026
SEC
AES Corporation is being acquired by a consortium led by GIP and EQT in an all-cash going-private transaction valued at
PREM14A — Impact 8/10
Apr 29, 2026
Insider
ANDERSON GERARD M was granted 6,920 shares
Director @ $14.45 ($100.0K)
Apr 29, 2026
Insider
Bhandari Inderpal S was granted 12,111 shares
Director
Apr 29, 2026
Insider
DAVIDSON JANET was granted 2,076 shares
Director @ $14.45 ($30.0K)
Apr 16, 2026
SEC
AES Corp announced the transition of Sherry Kohan from Chief Accounting Officer to CFO of its U.S. Utilities business, a
8-K — Impact 3/10
Inst.
BALYASNY ASSET MANAGEMENT L.P. — DOUBLED
11,183,361 shares ($157.6M)
Price Targets
$15.00
+2.2% upside
Hold
Current $14.68
Low $15.00
Median $15.00
High $15.00
8 analysts
$15.00
$15.00
Analyst Ratings
0Strong Buy
0Buy
13Hold
4Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 9, 2026 | Susquehanna | DOWNGRADE | Positive → Neutral |
| Mar 26, 2026 | Argus Research | DOWNGRADE | Buy → Hold |
| Mar 6, 2026 | Morgan Stanley | DOWNGRADE | Overweight → Equal-Weight |
| Mar 3, 2026 | Mizuho | DOWNGRADE | Outperform → Neutral |
| Feb 27, 2026 | Seaport Global | UPGRADE | Sell → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.51 | $0.49 — $0.54 | 1% YoY | 2 |
| Next Q | $0.81 | $0.69 — $0.93 | 8% YoY | 2 |
| Current FY | $2.02 | $2.02 — $2.02 | -14% YoY | 1 |
| Next FY | $2.38 | $2.10 — $2.69 | 18% YoY | 11 |
Latest Reports
NEUTRAL
8-K
2/10
AES filed an 8-K supplementing its definitive proxy statement in response to two shareholder lawsuits and 15 demand lett
Jun 12, 2026
BULLISH
PREM14A
8/10
AES Corporation is being acquired by a consortium led by GIP and EQT in an all-cash going-private transaction valued at
May 4, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $664.6M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $652.1M | — |
| STATE STREET CORP | $605.6M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $500.3M | — |
| AMERIPRISE FINANCIAL INC | $466.0M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 29, 2026 | ANDERSON GERARD | A | $100.0K |
| Apr 29, 2026 | Bhandari Inderpal | A | $0.00 |
| Apr 29, 2026 | DAVIDSON JANET | A | $30.0K |
| Apr 29, 2026 | KOEPPEL HOLLY | A | $0.00 |
| Apr 29, 2026 | Laulis Julia | A | $0.00 |
Reddit Sentiment
76°
Bullish
Bearish
Neutral
Bullish
50 institutional holders with $5.4B total value (384,317,039 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 47,166,516 | $664.6M | 12.3% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 46,282,323 | $652.1M | 12.0% | — |
| 3 | STATE STREET CORP | 42,981,339 | $605.6M | 11.2% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 35,509,772 | $500.3M | 9.2% | — |
| 5 | AMERIPRISE FINANCIAL INC | 33,071,890 | $466.0M | 8.6% | — |
| 6 | MORGAN STANLEY | 24,294,029 | $342.3M | 6.3% | — |
| 7 | Invesco Ltd. | 18,262,730 | $257.3M | 4.8% | — |
| 8 | GOLDMAN SACHS GROUP INC | 12,875,315 | $181.4M | 3.3% | — |
| 9 | BALYASNY ASSET MANAGEMENT L.P. | 11,183,361 | $157.6M | 2.9% | DOUBLED +34280.7% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,668,088 | $108.0M | 2.0% | — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 7,409,321 | $104.4M | 1.9% | — |
| 12 | BANK OF AMERICA CORP /DE/ | 7,352,330 | $103.6M | 1.9% | TRIM -31.8% |
| 13 | Capital International Investors | 5,038,610 | $71.0M | 1.3% | TRIM -63.3% |
| 14 | Verition Fund Management LLC | 4,602,700 | $64.9M | 1.2% | DOUBLED +2458.4% |
| 15 | CITIGROUP INC | 4,249,335 | $59.9M | 1.1% | — |
| 16 | GABELLI FUNDS LLC | 4,238,950 | $59.7M | 1.1% | — |
| 17 | VANGUARD FIDUCIARY TRUST CO | 4,010,156 | $56.5M | 1.0% | — |
| 18 | LMR Partners LLP | 3,767,500 | $53.1M | 1.0% | DOUBLED +3667.5% |
| 19 | FIRST TRUST ADVISORS LP | 3,584,382 | $50.5M | 0.9% | TRIM -33.3% |
| 20 | ALLIANCEBERNSTEIN L.P. | 3,125,567 | $44.8M | 0.8% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 32,528 | 11,183,361 | +34280.7% | $157.6M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 10,783,286 | 7,352,330 | -31.8% | $103.6M | 2026-Q1 |
| Capital International Investors | TRIM | 13,715,017 | 5,038,610 | -63.3% | $71.0M | 2026-Q1 |
| Verition Fund Management LLC | DOUBLED | 179,903 | 4,602,700 | +2458.4% | $64.9M | 2026-Q1 |
| LMR Partners LLP | DOUBLED | 100,000 | 3,767,500 | +3667.5% | $53.1M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | TRIM | 5,375,829 | 3,584,382 | -33.3% | $50.5M | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 2,313,337 | 3,156,221 | +36.4% | $44.5M | 2026-Q1 |
| Nuveen, LLC | ADD | 2,065,415 | 3,010,696 | +45.8% | $42.4M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | NEW | — | 2,890,351 | — | $40.7M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | DOUBLED | 642,912 | 2,585,312 | +302.1% | $36.4M | 2026-Q1 |
| Capula Management Ltd | DOUBLED | 11,347 | 2,474,180 | +21704.7% | $34.9M | 2026-Q1 |
| HSBC HOLDINGS PLC | DOUBLED | 1,033,842 | 2,368,580 | +129.1% | $33.4M | 2026-Q1 |
| Woodline Partners LP | DOUBLED | 108,378 | 2,369,108 | +2086.0% | $33.4M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | TRIM | 3,535,076 | 2,311,267 | -34.6% | $32.6M | 2026-Q1 |
| Allianz Asset Management GmbH | NEW | — | 2,239,993 | — | $31.6M | 2026-Q1 |
| FRANKLIN RESOURCES INC | ADD | 1,136,423 | 2,038,098 | +79.3% | $28.7M | 2026-Q1 |
| Hudson Bay Capital Management LP | NEW | — | 1,950,000 | — | $27.5M | 2026-Q1 |
| NATIXIS | DOUBLED | 29,235 | 1,891,779 | +6370.9% | $26.7M | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC | NEW | — | 1,757,922 | — | $24.8M | 2026-Q1 |
| Assenagon Asset Management S.A. | TRIM | 2,669,398 | 1,588,437 | -40.5% | $22.4M | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC | NEW | — | 1,557,000 | — | $21.9M | 2026-Q1 |
| M&G Plc | TRIM | 2,014,753 | 1,306,173 | -35.2% | $18.3M | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL | ADD | 654,700 | 1,278,600 | +95.3% | $18.0M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 460,148 | 1,070,750 | +132.7% | $15.1M | 2026-Q1 |
| Centiva Capital, LP | DOUBLED | 59 | 1,050,000 | +1779561.0% | $14.8M | 2026-Q1 |
16 unique insiders with 28 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 29, 2026 | ANDERSON GERARD M | Director | AWARD | 6,920 | $14.45 | $100.0K |
| Apr 29, 2026 | Bhandari Inderpal S | Director | AWARD | 12,111 | — | — |
| Apr 29, 2026 | DAVIDSON JANET | Director | AWARD | 2,076 | $14.45 | $30.0K |
| Apr 29, 2026 | KOEPPEL HOLLY K | Director | AWARD | 12,111 | — | — |
| Apr 29, 2026 | Laulis Julia M. | Director | AWARD | 12,111 | — | — |
| Apr 29, 2026 | MONIE ALAIN | Director | AWARD | 12,111 | — | — |
| Apr 29, 2026 | Naim Moises | Director | AWARD | 6,920 | $14.45 | $100.0K |
| Apr 29, 2026 | Sebastian Teresa Mosley | Director | AWARD | 12,111 | — | — |
| Apr 23, 2026 | Freedman Paul L | EVP, GC and Corp. Secretary | AWARD | 44,483 | — | — |
| Apr 23, 2026 | Rubiolo Juan Ignacio | EVP, COO, Pres., Energy Infra. | AWARD | 48,276 | — | — |
| Apr 23, 2026 | Coughlin Stephen | EVP and CFO | AWARD | 50,345 | — | — |
| Apr 23, 2026 | Mendoza Tish | EVP & Chief HR Officer | AWARD | 46,552 | — | — |
| Feb 24, 2026 | Falu Ricardo Manuel | EVP, COO, Pres. New Enrgy Tech | TAX W/H | 992 | $16.27 | $16.1K |
| Feb 24, 2026 | Rubiolo Juan Ignacio | EVP and Pres., Energy Infrast. | TAX W/H | 4,036 | $16.27 | $65.7K |
| Feb 24, 2026 | Freedman Paul L | EVP, GC and Corp. Secretary | TAX W/H | 1,388 | $16.27 | $22.6K |
| Feb 24, 2026 | Kohan Sherry | SVP & Chief Accounting Officer | TAX W/H | 483 | $16.27 | $7.9K |
| Feb 24, 2026 | Da Santos Bernerd | EVP and President, US & RENs. | TAX W/H | 1,532 | $16.27 | $24.9K |
| Feb 24, 2026 | Coughlin Stephen | EVP and CFO | TAX W/H | 1,669 | $16.27 | $27.2K |
| Feb 24, 2026 | Gluski Andres | President and CEO | TAX W/H | 13,751 | $16.27 | $223.7K |
| Feb 24, 2026 | Mendoza Tish | EVP & Chief HR Officer | TAX W/H | 1,487 | $16.27 | $24.2K |
| Feb 20, 2026 | Kohan Sherry | SVP & Chief Accounting Officer | AWARD | 9,994 | — | — |
| Feb 20, 2026 | Coughlin Stephen | EVP and CFO | AWARD | 40,461 | — | — |
| Feb 20, 2026 | Gluski Andres | President and CEO | AWARD | 144,079 | — | — |
| Feb 20, 2026 | Mendoza Tish | EVP & Chief HR Officer | AWARD | 28,026 | — | — |
| Feb 20, 2026 | Freedman Paul L | EVP, GC and Corp. Secretary | AWARD | 25,658 | — | — |
| Feb 20, 2026 | Rubiolo Juan Ignacio | EVP and Pres., Energy Infrast. | AWARD | 38,487 | — | — |
| Feb 20, 2026 | Falu Ricardo Manuel | EVP, COO, Pres. New Enrgy Tech | AWARD | 128,289 | — | — |
| Feb 20, 2026 | Da Santos Bernerd | EVP and President, US & RENs. | AWARD | 31,579 | — | — |
8 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 0 mixed, 5 neutral. Avg impact: 4.9/10.
NEUTRAL
8-K
2/10
AES filed an 8-K supplementing its definitive proxy statement in response to two shareholder lawsuit
Jun 12, 2026
BULLISH
PREM14A
8/10
AES Corporation is being acquired by a consortium led by GIP and EQT in an all-cash going-private tr
May 4, 2026
NEUTRAL
8-K
3/10
AES Corp announced the transition of Sherry Kohan from Chief Accounting Officer to CFO of its U.S. U
Apr 16, 2026
NEUTRAL
DEFA14A
2/10
Analysis based on filing metadata only — document content was unavailable
Mar 20, 2026
NEUTRAL
DEFA14A
3/10
Analysis based on filing metadata only — document content was unavailable. This DEFA14A filing for A
Mar 11, 2026
NEUTRAL
DEFA14A
3/10
AES Corp is being acquired by a consortium led by GIP and EQT in a merger transaction. The filing is
Mar 3, 2026
BULLISH
DEFA14A
9/10
AES Corp has agreed to be acquired by a consortium led by Global Infrastructure Partners (GIP) and E
Mar 2, 2026
BULLISH
DEFA14A
9/10
AES Corp has agreed to be acquired by a consortium led by Global Infrastructure Partners and EQT Inf
Mar 2, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (0% buy). Based on 18 analysts: 0 strong buy, 0 buy, 13 hold, 4 sell, 1 strong sell.
Analyst Price Targets
$15.00 mean target
+2.2% upside
Hold (3.00)
$15.00 Low
$15.00 High
| Metric | Value |
|---|---|
| Current Price | $14.68 |
| Target Low | $15.00 |
| Target Mean | $15.00 |
| Target Median | $15.00 |
| Target High | $15.00 |
| # Analysts | 8 |
| Recommendation | Hold (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.51 | $0.49 | $0.54 | 0.6% | +0.0% | — | $3.1B | 8.1% | 2 |
| Next Q 2026-09-30 |
$0.81 | $0.69 | $0.93 | 7.9% | +0.0% | — | $3.4B | 2.3% | 2 |
| Current FY 2026-12-31 |
$2.02 | $2.02 | $2.02 | -13.7% | +0.0% | 2↑ 1↓ | $14.3B | 17.2% | 1 |
| Next FY 2027-12-31 |
$2.38 | $2.10 | $2.69 | 17.8% | -0.4% | 1↑ 1↓ | $13.4B | -6.2% | 11 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.513 | |
| 7d ago | $0.513 | |
| 30d ago | $0.513 | |
| 60d ago | $0.513 | |
| 90d ago | $0.486 | +0.027 |
8 analyst firms have rated this stock: 1 upgrades, 5 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 9, 2026 | Susquehanna | DOWNGRADE | Positive | Neutral |
| Mar 26, 2026 | Argus Research | DOWNGRADE | Buy | Hold |
| Mar 6, 2026 | Morgan Stanley | DOWNGRADE | Overweight | Equal-Weight |
| Mar 3, 2026 | Mizuho | DOWNGRADE | Outperform | Neutral |
| Feb 27, 2026 | Seaport Global | UPGRADE | Sell | Neutral |
| Feb 20, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Feb 4, 2026 | Barclays | DOWNGRADE | Overweight | Equal-Weight |
| Feb 4, 2026 | Jefferies | MAINTAIN | Hold | Hold |
| Jan 29, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Jan 21, 2026 | Susquehanna | MAINTAIN | Positive | Positive |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 13 | 4 | 1 | 0% | |
| May 1, 2026 | 1 | 3 | 12 | 0 | 0 | 25% | |
| Apr 1, 2026 | 1 | 4 | 11 | 0 | 0 | 31% | |
| Mar 1, 2026 | 3 | 7 | 9 | 0 | 0 | 53% | |
| Feb 1, 2026 | 3 | 9 | 6 | 1 | 0 | 63% | |
| Jan 1, 2026 | 3 | 9 | 6 | 1 | 0 | 63% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
76°
Bullish
Bearish
Neutral
Bullish
13 mentions
9 bullish
0 bearish
13 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 12, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 12, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 24, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 24, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 23, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 23, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 23, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 4, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 4, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
May 25, 2026
dark_pool
Dark Pool: AES — 5.0M shares, 37,675 trades
Week starting 2026-05-25. Total ATS volume: 4,976,181 shares across 37,675 trades.
May 18, 2026
dark_pool
Dark Pool: AES — 12.2M shares, 56,824 trades
Week starting 2026-05-18. Total ATS volume: 12,219,303 shares across 56,824 trades.
May 11, 2026
dark_pool
Dark Pool: AES — 11.7M shares, 62,276 trades
Week starting 2026-05-11. Total ATS volume: 11,733,304 shares across 62,276 trades.
May 4, 2026
dark_pool
Dark Pool: AES — 14.7M shares, 73,610 trades
Week starting 2026-05-04. Total ATS volume: 14,716,288 shares across 73,610 trades.
Apr 30, 2026
earnings_calendar
AES Q1 2026 Earnings Scheduled — 2026-04-30
Apr 27, 2026
dark_pool
Dark Pool: AES — 11.1M shares, 66,329 trades
Week starting 2026-04-27. Total ATS volume: 11,062,518 shares across 66,329 trades.
Apr 20, 2026
dark_pool
Dark Pool: AES — 11.6M shares, 72,458 trades
Week starting 2026-04-20. Total ATS volume: 11,612,289 shares across 72,458 trades.
Apr 13, 2026
dark_pool
Dark Pool: AES — 11.3M shares, 68,576 trades
Week starting 2026-04-13. Total ATS volume: 11,339,978 shares across 68,576 trades.
Apr 6, 2026
dark_pool
Dark Pool: AES — 7.4M shares, 58,258 trades
Week starting 2026-04-06. Total ATS volume: 7,403,803 shares across 58,258 trades.
Mar 31, 2026
earnings_calendar
AES Q1 2026 Earnings Scheduled — 2026-03-31
Mar 31, 2026
short_interest
FTD: AES — 44,642 shares ($0.6M) failed to deliver
Settlement: 20260331, Price: $14.02, FTD Value: $625,880.84, THE AES CORPORATION
Mar 30, 2026
short_interest
FTD: AES — 45,541 shares ($0.6M) failed to deliver
Settlement: 20260330, Price: $14.00, FTD Value: $637,574, THE AES CORPORATION
Mar 30, 2026
dark_pool
Dark Pool: AES — 8.9M shares, 54,189 trades
Week starting 2026-03-30. Total ATS volume: 8,914,661 shares across 54,189 trades.
Mar 23, 2026
dark_pool
Dark Pool: AES — 17.1M shares, 88,352 trades
Week starting 2026-03-23. Total ATS volume: 17,116,766 shares across 88,352 trades.
Mar 16, 2026
dark_pool
Dark Pool: AES — 19.6M shares, 89,202 trades
Week starting 2026-03-16. Total ATS volume: 19,617,637 shares across 89,202 trades.