AE
AES
AES CORP
$14.66
-0.34%
$10.5B
No data for this timeframe.
Vol
Market Cap$10.5B
Cap SizeLarge Cap
Analyst ConsensusSell (0%)
Inst. Holders8 funds
Inst. Value$2.3B
Inst. Activity1 buys / 1 sells
Reddit Sentiment76° Bullish
SEC Reports7
Exchange NYSE·Sector Cogeneration Services & Small Power Producers·Inc. DE·CIK 0000874761·Prev Close $14.71
Recent Activity
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 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 sold 6,920 shares
Director @ $14.45 ($100.0K)
Apr 29, 2026
Insider
Bhandari Inderpal S sold 12,111 shares
Director @ $0.00 ($0.00)
Apr 29, 2026
Insider
DAVIDSON JANET sold 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
Mar 20, 2026
SEC
Analysis based on filing metadata only — document content was unavailable
DEFA14A — Impact 2/10
Inst.
FMR LLC — TRIM
17,546,012 shares ($251.6M)
Price Targets
$15.11
+3.1% upside
Hold
Current $14.66
Low $15.00
Median $15.00
High $16.00
9 analysts
$15.00
$16.00
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 ▲ +5.6% | $0.49 — $0.54 | 1% YoY | 2 |
| Next Q | $0.81 ▼ -12.9% | $0.69 — $0.93 | 8% YoY | 2 |
| Current FY | $2.02 ▼ -12.1% | $2.02 — $2.02 | -14% YoY | 1 |
| Next FY | $2.39 | $2.10 — $2.69 | 18% YoY | 12 |
Latest Reports
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
NEUTRAL
8-K
3/10
AES Corp announced the transition of Sherry Kohan from Chief Accounting Officer to CFO of its U.S. Utilities business, a
Apr 16, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.3B | — |
| MORGAN STANLEY | $416.2M | — |
| FMR LLC | $251.6M | TRIM |
| BANK OF AMERICA CORP | $154.6M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $109.6M | NEW |
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
8 institutional holders with $2.3B total value (163,169,055 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, FMR.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 88,596,463 | $1.3B | 54.3% | — |
| 2 | MORGAN STANLEY | 29,024,825 | $416.2M | 17.8% | — |
| 3 | FMR LLC | 17,546,012 | $251.6M | 10.8% | TRIM -26.8% |
| 4 | BANK OF AMERICA CORP /DE/ | 10,783,286 | $154.6M | 6.6% | ADD +44.2% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,644,875 | $109.6M | 4.7% | NEW |
| 6 | SOUND SHORE MANAGEMENT INC /CT/ | 6,898,342 | $98.9M | 4.2% | TRIM -26.9% |
| 7 | WELLS FARGO & COMPANY/MN | 2,316,552 | $33.2M | 1.4% | ADD +47.0% |
| 8 | TWO SIGMA INVESTMENTS, LP | 358,700 | $5.1M | 0.2% | NEAR_EXIT -77.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 23,972,877 | 17,546,012 | -26.8% | $251.6M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 1,576,033 | 2,316,552 | +47.0% | $33.2M | 2025-Q4 |
| SOUND SHORE MANAGEMENT INC /CT/ | TRIM | 8,067,687 | 5,895,812 | -26.9% | $77.6M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 1,600,377 | 358,700 | -77.6% | $4.7M | 2025-Q3 |
| FMR LLC | TRIM | 40,715,773 | 26,991,678 | -33.7% | $284.0M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 8,821,294 | 12,721,832 | +44.2% | $133.8M | 2025-Q2 |
| SOUND SHORE MANAGEMENT INC /CT/ | ADD | 6,097,946 | 8,067,687 | +32.3% | $84.9M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 4,832,781 | 1,600,377 | -66.9% | $16.8M | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 5,518,603 | 6,977,854 | +26.4% | $86.7M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 2,011,154 | 4,832,781 | +140.3% | $60.0M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 2,716,719 | 1,948,356 | -28.3% | $24.2M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 530,200 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 1,666,060 | 6,028,165 | +261.8% | $77.6M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 3,158,225 | 5,518,603 | +74.7% | $71.0M | 2024-Q4 |
| SOUND SHORE MANAGEMENT INC /CT/ | NEW | — | 5,367,768 | — | $69.1M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,386,700 | 530,200 | -61.8% | $6.8M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 6,694,239 | — | $134.3M | 2024-Q3 |
16 unique insiders with 0 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 | A | 6,920 | $14.45 | $100.0K |
| Apr 29, 2026 | Bhandari Inderpal S | Director | A | 12,111 | $0.00 | $0.00 |
| Apr 29, 2026 | DAVIDSON JANET | Director | A | 2,076 | $14.45 | $30.0K |
| Apr 29, 2026 | KOEPPEL HOLLY K | Director | A | 12,111 | $0.00 | $0.00 |
| Apr 29, 2026 | Laulis Julia M. | Director | A | 12,111 | $0.00 | $0.00 |
| Apr 29, 2026 | MONIE ALAIN | Director | A | 12,111 | $0.00 | $0.00 |
| Apr 29, 2026 | Naim Moises | Director | A | 6,920 | $14.45 | $100.0K |
| Apr 29, 2026 | Sebastian Teresa Mosley | Director | A | 12,111 | $0.00 | $0.00 |
| Apr 23, 2026 | Freedman Paul L | EVP, GC and Corp. Secretary | A | 44,483 | $0.00 | $0.00 |
| Apr 23, 2026 | Rubiolo Juan Ignacio | EVP, COO, Pres., Energy Infra. | A | 48,276 | $0.00 | $0.00 |
| Apr 23, 2026 | Coughlin Stephen | EVP and CFO | A | 50,345 | $0.00 | $0.00 |
| Apr 23, 2026 | Mendoza Tish | EVP & Chief HR Officer | A | 46,552 | $0.00 | $0.00 |
| Feb 24, 2026 | Falu Ricardo Manuel | EVP, COO, Pres. New Enrgy Tech | F | 992 | $16.27 | $16.1K |
| Feb 24, 2026 | Rubiolo Juan Ignacio | EVP and Pres., Energy Infrast. | F | 4,036 | $16.27 | $65.7K |
| Feb 24, 2026 | Freedman Paul L | EVP, GC and Corp. Secretary | F | 1,388 | $16.27 | $22.6K |
| Feb 24, 2026 | Kohan Sherry | SVP & Chief Accounting Officer | F | 483 | $16.27 | $7.9K |
| Feb 24, 2026 | Da Santos Bernerd | EVP and President, US & RENs. | F | 1,532 | $16.27 | $24.9K |
| Feb 24, 2026 | Coughlin Stephen | EVP and CFO | F | 1,669 | $16.27 | $27.2K |
| Feb 24, 2026 | Gluski Andres | President and CEO | F | 13,751 | $16.27 | $223.7K |
| Feb 24, 2026 | Mendoza Tish | EVP & Chief HR Officer | F | 1,487 | $16.27 | $24.2K |
| Feb 20, 2026 | Kohan Sherry | SVP & Chief Accounting Officer | A | 9,994 | $0.00 | $0.00 |
| Feb 20, 2026 | Coughlin Stephen | EVP and CFO | A | 40,461 | $0.00 | $0.00 |
| Feb 20, 2026 | Gluski Andres | President and CEO | A | 144,079 | $0.00 | $0.00 |
| Feb 20, 2026 | Mendoza Tish | EVP & Chief HR Officer | A | 28,026 | $0.00 | $0.00 |
| Feb 20, 2026 | Freedman Paul L | EVP, GC and Corp. Secretary | A | 25,658 | $0.00 | $0.00 |
| Feb 20, 2026 | Rubiolo Juan Ignacio | EVP and Pres., Energy Infrast. | A | 38,487 | $0.00 | $0.00 |
| Feb 20, 2026 | Falu Ricardo Manuel | EVP, COO, Pres. New Enrgy Tech | A | 128,289 | $0.00 | $0.00 |
| Feb 20, 2026 | Da Santos Bernerd | EVP and President, US & RENs. | A | 31,579 | $0.00 | $0.00 |
7 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 5.3/10.
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
$15.11 mean target
+3.1% upside
Hold (3.00)
$15.00 Low
$16.00 High
| Metric | Value |
|---|---|
| Current Price | $14.66 |
| Target Low | $15.00 |
| Target Mean | $15.11 |
| Target Median | $15.00 |
| Target High | $16.00 |
| # Analysts | 9 |
| 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% | +5.6% | — | $3.1B | 8.1% | 2 |
| Next Q 2026-09-30 |
$0.81 | $0.69 | $0.93 | 7.9% | -12.9% | — | $3.4B | 2.3% | 2 |
| Current FY 2026-12-31 |
$2.02 | $2.02 | $2.02 | -13.7% | -12.1% | 2↑ 1↓ | $14.3B | 17.2% | 1 |
| Next FY 2027-12-31 |
$2.39 | $2.10 | $2.69 | 18.3% | +0.1% | 1↑ 1↓ | $13.2B | -8.0% | 12 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.513 | |
| 7d ago | $0.513 | |
| 30d ago | $0.486 | +0.027 |
| 60d ago | $0.609 | -0.096 |
| 90d ago | $0.603 | -0.090 |
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 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
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 31, 2026
earnings_calendar
AES Q1 2026 Earnings Scheduled — 2026-03-31
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.
Mar 9, 2026
dark_pool
Dark Pool: AES — 14.5M shares, 96,045 trades
Week starting 2026-03-09. Total ATS volume: 14,493,897 shares across 96,045 trades.