AES Corporation (AES)

The AES stock price has experienced fluctuations. In February 2025, it touched a 52-week low. In July 2025, AES reported a net loss but beat analysts' EPS estimates and reaffirmed its 2025 guidance. In August 2025, AES announced plans to return approximately $500 million through dividends and invest in renewables and utilities expansion. In September 2025, the company signed new renewables PPAs for data center customers. In October 2025, Barclays raised its price target, Evercore ISI initiated coverage, Morgan Stanley lifted its price objective, Weiss Ratings reiterated a 'Sell' rating, and AES declared a quarterly dividend.

The broader electricity market, which AES serves, is experiencing significant growth, particularly in the United States, driven by reindustrialization, electrification of transport, and the increasing needs of Artificial Intelligence. Data center electricity demand is expected to grow significantly. AES is well-positioned to meet this surging demand with customized carbon-free solutions and energy storage, which helps manage the intermittency of renewables and optimize grid capacity.

The AES Corporation is a global power generation and utility company that generates and sells electricity to various customers. It utilizes diverse fuel sources and technologies, including renewables, thermal, LNG, and battery storage facilities. AES also owns and operates electric utilities and is innovating with technologies like Maximo and Uplight.

The AES Corporation operates in 15 countries across North America, South America, Europe, and Asia. It has operations in the United States, Puerto Rico, Panama, Argentina, Chile, India, Kazakhstan, and the United Kingdom. The company's corporate headquarters are in Arlington, Virginia, USA, with regional headquarters in Amsterdam, Netherlands; Panama City, Panama; and Santiago, Chile.

The AES Corporation has maintained a strong brand reputation, particularly in the clean energy sector, and was named the largest global supplier of clean energy to corporations by BloombergNEF for the third consecutive year. The company is also recognized as a 'Great Place To Work'. However, AES identified a material weakness in its internal control over financial reporting related to the disposition of AES Brasil, and Weiss Ratings reiterated a 'Sell' rating on AES shares.

The ownership structure of The AES Corporation is predominantly held by institutional investors, who own a significant percentage of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Insiders own a small percentage, and Terrific Investment Corp is a significant individual shareholder.