AES AES CORP

NEUTRAL Impact: 3/10 8-K
Horizon weeks Filed Apr 16, 2026 Processed 1mo ago SEC 0000874761-26-000075
8-K context-dependent: Items 5.02
Latest settled — T+20d
AES ▲ +0.74% at T+20d
NEUTRAL call ✓ call won +0.74% · α vs SPY -5.07% · entry $14.32 → $14.43
Next anchor: T+60d in 28d
Last close $14.68 (close Jun 12) · +2.49% from $14.32 entry
Entry anchored
Apr 15, 04:02 PM ET
via Databento tick
T+1d
+1.02%
call +1.02% · α -0.19%
$14.47
settled 8w ago
T+5d
+1.23%
call +1.23% · α +0.25%
$14.50
settled 8w ago
T+20d
+0.74%
call +0.74% · α -5.07%
$14.43
settled 5w ago
T+60d
call — · α —
in 28d

Price Chart

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Executive Summary

AES Corp announced the transition of Sherry Kohan from Chief Accounting Officer to CFO of its U.S. Utilities business, and the appointment of Aubrey Jarred as Vice President, Controller, and principal accounting officer. Separately, Bernerd Da Santos transitioned from Executive Vice President and President of U.S. & Renewables to Chairman of the AES Clean Energy Board and Senior Strategic Advisor. The moves reflect internal leadership realignments with named successors.

Actionable Insight

Monitor for continuity in financial reporting and strategic direction, particularly in U.S. Utilities and renewables segments. The orderly transitions with named successors reduce execution risk, but assess strategic implications of Da Santos' move to a non-operational advisory role.

Key Facts

  • Sherry Kohan transitions from Senior Vice President and Chief Accounting Officer to CFO of AES U.S. Utilities business, effective May 7, 2026
  • Aubrey Jarred appointed Vice President and Controller, designated principal accounting officer, effective May 7, 2026
  • Bernerd Da Santos steps down as Executive Vice President and President of U.S. & Renewables, effective April 16, 2026, and assumes role of Chairman of AES Clean Energy Board and Senior Strategic Advisor
  • Aubrey Jarred's compensation includes $315,000 base salary, 50% annual incentive target, and $189,000 long-term compensation target

Financial Impact

No material financial impact disclosed; leadership transition with compensation details provided for new controller

executive compensationleadership structure

Risk Factors

  • Potential disruption in U.S. Utilities financial leadership during Kohan's transition
  • Strategic shift in renewables leadership with Da Santos' reduced operational role

Market Snapshot

Exchange
NYSE
Sector
Cogeneration Services & Small Power Producers

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000874761-26-000075
Document: 0000874761-26-000075-index-headers.html0000874761-26-000075
Document: 0000874761-26-000075-index.html0000874761-26-000075
Document: 0000874761-26-000075.txt0000874761-26-000075
8 reports for AES
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +4.80%Mar 2, 2026
Filters
Rows
Reports for AES — sortable, filterable
Type Now
Jun 12, 2026
2d ago
8-K
NEUTRAL ★ 2/10
$14.66 awaiting T+20awaiting T+20$14.68 (+0.14%)
May 4, 2026
5w ago
PREM14A
BULLISH ★ 8/10
$14.37 $14.68▲ +2.16%▼ −2.80%$14.68 (+2.16%)
Apr 16, 2026
8w ago
8-K
NEUTRAL ★ 3/10
$14.32 $14.43▲ +0.74%▼ −5.07%$14.68 (+2.49%)
Mar 20, 2026
12w ago
DEFA14A
NEUTRAL ★ 2/10
$13.91 $14.44▲ +3.82%▼ −3.60%$14.68 (+5.55%)
Mar 11, 2026
13w ago
DEFA14A
NEUTRAL ★ 3/10
$14.05 $14.39▲ +2.44%▲ +0.47%$14.68 (+4.51%)
Mar 3, 2026
14w ago
DEFA14A
NEUTRAL ★ 3/10
$14.12 $14.20▲ +0.60%▲ +5.01%$14.68 (+4.00%)
Mar 2, 2026
14w ago
DEFA14A
BULLISH ★ 9/10
$14.01 $14.09▲ +0.59%▲ +4.99%$14.68 (+4.80%)
Mar 2, 2026
14w ago
DEFA14A
BULLISH ★ 9/10
$14.04 $14.02▼ −0.12%▲ +7.82%$14.68 (+4.58%)
Showing 8 of 8

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