AES
About: AES is a global power company that operates in 15 countries. Its generation portfolio as of year-end 2023 totals over 35 gigawatts, including renewable energy (53%), gas (27%), coal (18%), and oil (2%). AES has majority ownership and operates six electric utilities distributing power to more than 2.5 million customers.
Employees: 9,600
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
63% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 67
58% more repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 194
7% more funds holding
Funds holding: 641 [Q1] → 683 (+42) [Q2]
6% more call options, than puts
Call options by funds: $74.1M | Put options by funds: $70.3M
0% more ownership
Funds ownership: 100.02% [Q1] → 100.02% (+0%) [Q2]
2% less capital invested
Capital invested by funds: $12.8B [Q1] → $12.5B (-$264M) [Q2]
60% less funds holding in top 10
Funds holding in top 10: 5 [Q1] → 2 (-3) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Susquehanna Biju Perincheril 38% 1-year accuracy 16 / 42 met price target | 50%upside $21 | Positive Maintained | 5 Nov 2024 |
Barclays Nicholas Campanella 90% 1-year accuracy 37 / 41 met price target | 64%upside $23 | Overweight Maintained | 21 Oct 2024 |
Jefferies Julien Dumoulin-Smith 61% 1-year accuracy 39 / 64 met price target | 43%upside $20 | Buy Initiated | 11 Sept 2024 |
Financial journalist opinion
Based on 14 articles about AES published over the past 30 days
