AES Corporation (AES)

The past six months have seen significant activity impacting The AES Corp.'s stock price. In July 2025, AES Dominicana Renewables Energy sold a 50% stake in its solar, wind, and Battery Energy Storage Systems (BESS) portfolio to TotalEnergies. In April 2025, the company announced plans to build a new wind farm in Argentina. March 2025 saw AES sign an agreement with Microsoft for projects in the MISO grid in the US Midwest. In early October 2025, AES shares experienced a notable surge due to potential acquisition talks with BlackRock's Global Infrastructure Partners LP and anticipated increased demand from the AI sector for clean energy. Despite these gains, the stock was still down over the past year and had underperformed the US Renewable Energy industry and the broader US market.

Demand for The AES Corp.'s products and services, particularly electricity, exhibits seasonality. AES Ohio is considered a "summer-peaking utility," with electricity demand typically reaching its highest levels during the summer months due to increased usage of air conditioning. This pattern is also observed in other regions, with electricity imports reflecting seasonal demand fluctuations. Utilities like AES Indiana prepare for these seasonal peaks to ensure sufficient capacity to serve customers during high energy usage periods.

The AES Corporation is an American utility and power generation company based in Arlington, Virginia, operating in the Utilities sector as an Independent Power Producer and Energy Trader, and categorized under Electric Utilities: Central. AES generates and sells electricity to various customers and owns/operates electric utilities for power distribution, utilizing diverse sources like hydro, pet coke, and renewables. The company is shifting towards sustainable energy solutions, focusing on renewable energy and storage technologies, including a joint venture with Siemens called Fluence to expand energy storage technologies and services.

The AES Corporation has a global presence, operating in approximately 15 to 27 countries across North America, Asia, Europe, South America, Central America, and the Caribbean. Key operational areas include the United States (with subsidiaries like AES Indiana and AES Ohio), Chile, the Dominican Republic, El Salvador, Colombia, Panama, Brazil, Bulgaria, Mexico, Argentina, and Vietnam. The company also has properties and subsidiaries in Kazakhstan, Jordan, and India.

The AES Corp. has maintained a positive brand image, being recognized in Forbes' 2025 lists as #908 in Global 2000, #306 in Global 2000: United States (Utilities), #175 in Net Zero Leaders, and #196 in Most Trusted Companies in America (Utilities). The company has also been recognized in the Top Ten of Fast Company's 2022 Best Workplaces for Innovators. No specific negative events significantly impacting the company's brand reputation within the last year were found in the provided search results.

The ownership structure of The AES Corp. is primarily dominated by institutional investors, holding approximately 88% to 91.18% of the company's stock. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Vanguard Group Inc. is the largest shareholder, holding 12.24% of shares. Terrific Investment Corp is a significant individual shareholder, owning 8.41% of the company's shares. Insiders hold approximately 0.48% to 13.60% of the stock.