AESUtilities · Utilities - DiversifiedThe 9 Wall Street analysts covering The AES Corp. hold a median 12-month price target of $15 — +0.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 68 of 100 as at 4 Nov 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores The AES Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Growth (97): Sales and profits are climbing, and climbing faster than before.
Volatility (19): The share price moves around a lot.
Size (15): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on AES, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +0.6% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 7 May 2026 | Barclays | Maintains | Equal-Weight | $12 → $16 |
| 9 Apr 2026 | Susquehanna | Downgrade | Neutral | $16 → $15 |
| 9 Apr 2026 | Susquehanna | Downgrade | Neutral | — |
| 26 Mar 2026 | Argus Research | Downgrade | Hold | — |
| 6 Mar 2026 | Morgan Stanley | Downgrade | Equal-Weight | — |
| 3 Mar 2026 | Mizuho | Downgrade | Neutral | — |
| 27 Feb 2026 | Seaport Global | Upgrade | Neutral | — |
| 20 Feb 2026 | Morgan Stanley | Maintains | Overweight | — |
| 4 Feb 2026 | Barclays | Downgrade | Equal-Weight | — |
| 4 Feb 2026 | Jefferies | Maintains | Hold | — |
| 29 Jan 2026 | JP Morgan | Maintains | Overweight | — |
| 21 Jan 2026 | Susquehanna | Maintains | Positive | — |
| 5 Dec 2025 | Argus Research | Upgrade | Buy | — |
| 18 Nov 2025 | Jefferies | Upgrade | Hold | — |
| 6 Nov 2025 | Mizuho | Maintains | Outperform | — |
| 22 Oct 2025 | Morgan Stanley | Maintains | Overweight | — |
| 21 Oct 2025 | Barclays | Maintains | Overweight | — |
| 13 Oct 2025 | Susquehanna | Maintains | Positive | — |
| 7 Oct 2025 | Evercore ISI Group | Initiates | In-Line | — |
| 22 July 2025 | Barclays | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The model tests each one against its peers. 10 pass every test this week.
AI cloud capacity
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AI chips
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Data centre power
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, The AES Corp. returned +16.3% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 65% of US stocks
Cheaper than 72% of US stocks
Cheaper than 34% of US stocks
Cheaper than 30% of US stocks
Higher than 69% of US stocks
Higher than 59% of US stocks
Higher than 21% of US stocks
Higher than 77% of US stocks
Higher than 76% of US stocks
Higher than 62% of US stocks
Higher than 65% of US stocks
Higher than 93% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
The AES Corp. has a market value of $10.6B and an enterprise value of $49.6B.
Revenue in the twelve months to 30 June 2026: $13.1B. The latest quarter grew 19.9% year on year.
Net income over the same four quarters: $1.0B, a 8.0% net margin.
Free cash flow in the twelve months to 30 June 2026: −$1.7B, after $6.8B of capital spending.
The AES Corp. spent $502.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 5.6×; forward P/E: 6.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 4.72%, paying out 26% of earnings.
The AES Corp. employs 8,336 people — $1.6M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| AESThe AES Corp. | $10.6B | 68 |
| AVAAvista Corp. | $3.3B | 49 |
| SRESempra | $54.2B | 40 |
| UTLUNITIL Corp. | $1.0B | 76 |
| OGEOGE Energy Corp.* | $10.4B | 69 |
| PNWPinnacle West Capital Corp.* | $12.8B | 49 |
| WTRGEssential Utilities, Inc.* | $12.8B | 30 |
* Nearest Utilities names by size — few utilities - diversified companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own The AES Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Seeking Alpha published a weekly summary of dividend activity among Dividend Champions, Contenders, and Challengers, covering companies that changed dividends and those with upcoming ex-dividend dates.
Why it matters — The excerpt does not specify whether AES changed its dividend or has an upcoming ex-dividend date.
AES’s board declared a quarterly common stock dividend of $0.17595 per share, payable November 13, 2026, to shareholders of record at the close of business on October 30, 2026.
Why it matters — AES shareholders and investors can note the dividend amount and the payment and record dates.
A group of U.S. lawmakers including Senator Elizabeth Warren asked federal energy regulators to reject the more than $33 billion sale of power company AES to a BlackRock subsidiary and its investment partners. The lawmakers said the deal could drive up electricity bills and allow data centers to benefit at the expense of utility customers.
Why it matters — AES watchers would care because regulatory opposition from lawmakers could threaten the approval of the company's proposed acquisition.
The article reports that Wall Street's most accurate analysts are weighing in on three utility stocks delivering high-dividend yields. It notes that during market turbulence, many investors turn to dividend-yielding stocks, which are typically companies with high free cash flows that reward shareholders with high dividend payouts.
Why it matters — AES watchers would care because the company is positioned within the utility sector being highlighted for high-dividend yields favored by investors during market uncertainty.
AES (AES) reported earnings 30 days ago, and its stock has since risen 0.7%. The article examines what may be next for the company after that earnings report.
Why it matters — AES watchers would care because the piece evaluates the stock's recent performance following its last earnings report and looks ahead to what may come next.
The 9 Wall Street analysts covering The AES Corp. have a median 12-month price target of $15, with estimates ranging from $15 to $15. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 9 analysts covering The AES Corp., 0 rate it a Buy, 9 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks The AES Corp. 68 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, The AES Corp. ranks 68 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (97 of 100).
No one can know that. What the data says: the median 12-month target from 9 analysts implies +0.6% from the last close, and Ticker Nerd's factor model ranks The AES Corp. 68 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering The AES Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AES are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $15 to $15 over the next 12 months.
The AES Corp. returned +16.3% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
The AES Corporation is a global energy company that develops, owns, and operates power generation and utility assets. AES serves residential, commercial, industrial, and governmental customers through a mix of regulated utilities, wholesale electricity businesses, and generation facilities.
The most recent item we track (Seeking Alpha, 24 Oct 2026): "Dividend Champion, Contender, And Challenger Highlights: Week October 25". Seeking Alpha published a weekly summary of dividend activity among Dividend Champions, Contenders, and Challengers, covering companies that changed dividends and those with upcoming ex-dividend dates.
The AES Corporation is a global energy company that develops, owns, and operates power generation and utility assets. AES serves residential, commercial, industrial, and governmental customers through a mix of regulated utilities, wholesale electricity businesses, and generation facilities. Its current operations span renewable energy, including solar, wind, hydro, and energy storage, alongside conventional thermal generation and LNG infrastructure. The company also invests in newer energy technologies that support grid modernization, digital energy services, and cleaner power delivery. AES is active in multiple regions across the Americas and other international markets, making it a diversified participant in the electric power sector. Headquartered in Arlington, Virginia, and founded in 1981, The AES Corporation focuses on producing, transmitting, and distributing electricity as part of the global transition toward more flexible and lower-carbon energy systems.
CEO Mr. Andres Ricardo Gluski Weilert Ph.D. · 8,336 employees · United States · https://www.aes.com
