Zacks Research Issues Optimistic Estimate for AES Earnings

The AES Co. (NYSE:AES) – Zacks Research boosted their Q1 2025 EPS estimates for shares of AES in a note issued to investors on Wednesday, March 26th. Zacks Research analyst R. Department now expects that the utilities provider will post earnings of $0.48 per share for the quarter, up from their prior forecast of $0.45. The consensus estimate for AES’s current full-year earnings is $1.93 per share. Zacks Research also issued estimates for AES’s Q2 2025 earnings at $0.51 EPS, Q3 2025 earnings at $0.62 EPS, Q4 2025 earnings at $0.54 EPS, FY2025 earnings at $2.16 EPS and FY2026 earnings at $2.19 EPS.

AES (NYSE:AES) last issued its earnings results on Friday, February 28th. The utilities provider reported $0.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.34 by $0.20. The firm had revenue of $2.96 billion for the quarter, compared to the consensus estimate of $3.07 billion. AES had a net margin of 8.34% and a return on equity of 27.30%. During the same quarter in the prior year, the firm posted $0.73 earnings per share.

AES has been the topic of a number of other reports. Barclays lowered their price target on AES from $17.00 to $12.00 and set an “overweight” rating on the stock in a report on Monday, January 27th. HSBC began coverage on shares of AES in a report on Friday, December 13th. They set a “buy” rating and a $17.00 price target on the stock. Mizuho decreased their price objective on shares of AES from $16.00 to $15.00 and set an “outperform” rating for the company in a report on Tuesday, March 4th. Susquehanna lowered their price objective on shares of AES from $16.00 to $15.00 and set a “positive” rating on the stock in a research report on Wednesday, March 5th. Finally, Bank of America raised shares of AES from an “underperform” rating to a “neutral” rating and lifted their target price for the stock from $11.00 to $13.00 in a research report on Tuesday, March 4th. One investment analyst has rated the stock with a sell rating, two have given a hold rating, six have assigned a buy rating and two have issued a strong buy rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $16.63.

AES Stock Performance

Shares of AES opened at $12.42 on Friday. The company has a market cap of $8.84 billion, a price-to-earnings ratio of 8.62, a P/E/G ratio of 0.82 and a beta of 0.94. The business’s fifty day simple moving average is $11.35 and its two-hundred day simple moving average is $13.83. AES has a 12 month low of $9.88 and a 12 month high of $22.21. The company has a current ratio of 0.85, a quick ratio of 0.80 and a debt-to-equity ratio of 3.21.

Institutional Investors Weigh In On AES

Several hedge funds and other institutional investors have recently modified their holdings of AES. Rockland Trust Co. raised its position in AES by 7.4% during the 4th quarter. Rockland Trust Co. now owns 16,010 shares of the utilities provider’s stock valued at $206,000 after purchasing an additional 1,110 shares in the last quarter. Sanctuary Advisors LLC boosted its position in AES by 3.5% during the 3rd quarter. Sanctuary Advisors LLC now owns 34,067 shares of the utilities provider’s stock valued at $683,000 after acquiring an additional 1,141 shares in the last quarter. Optiver Holding B.V. grew its stake in AES by 79.5% in the fourth quarter. Optiver Holding B.V. now owns 2,711 shares of the utilities provider’s stock valued at $35,000 after purchasing an additional 1,201 shares during the last quarter. WR Wealth Planners LLC raised its stake in shares of AES by 93.3% during the 4th quarter. WR Wealth Planners LLC now owns 2,837 shares of the utilities provider’s stock worth $37,000 after acquiring an additional 1,369 shares in the last quarter. Finally, Nissay Asset Management Corp Japan ADV grew its stake in shares of AES by 1.6% during the fourth quarter. Nissay Asset Management Corp Japan ADV now owns 85,866 shares of the utilities provider’s stock worth $1,095,000 after acquiring an additional 1,382 shares during the last quarter. 93.13% of the stock is currently owned by hedge funds and other institutional investors.

AES Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, May 15th. Stockholders of record on Thursday, May 1st will be paid a dividend of $0.176 per share. This represents a $0.70 annualized dividend and a dividend yield of 5.67%. The ex-dividend date of this dividend is Thursday, May 1st. AES’s dividend payout ratio is presently 29.54%.

About AES

The AES Corporation, together with its subsidiaries, operates as a diversified power generation and utility company in the United States and internationally. The company owns and/or operates power plants to generate and sell power to customers, such as utilities, industrial users, and other intermediaries; owns and/or operates utilities to generate or purchase, distribute, transmit, and sell electricity to end-user customers in the residential, commercial, industrial, and governmental sectors; and generates and sells electricity on the wholesale market.