Oak Family Advisors LLC Sells 292,266 Shares of The AES Corporation $AES

Oak Family Advisors LLC lowered its stake in shares of The AES Corporation (NYSE:AES) by 86.4% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 46,039 shares of the utilities provider’s stock after selling 292,266 shares during the period. Oak Family Advisors LLC’s holdings in AES were worth $606,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. GAMMA Investing LLC raised its holdings in AES by 24.8% in the 2nd quarter. GAMMA Investing LLC now owns 9,095 shares of the utilities provider’s stock valued at $96,000 after acquiring an additional 1,805 shares in the last quarter. First Horizon Advisors Inc. raised its stake in shares of AES by 448.3% in the second quarter. First Horizon Advisors Inc. now owns 9,836 shares of the utilities provider’s stock valued at $103,000 after purchasing an additional 8,042 shares in the last quarter. Jeppson Wealth Management LLC bought a new position in AES in the third quarter worth $150,000. Integrated Investment Consultants LLC acquired a new stake in AES during the second quarter worth $156,000. Finally, Mufg Securities Americas Inc. increased its holdings in AES by 25.4% in the 2nd quarter. Mufg Securities Americas Inc. now owns 15,777 shares of the utilities provider’s stock valued at $166,000 after buying an additional 3,191 shares during the period. 93.13% of the stock is owned by institutional investors and hedge funds.

AES Stock Down 1.6%

Shares of AES opened at $14.23 on Friday. The company has a market capitalization of $10.13 billion, a P/E ratio of 8.89, a PEG ratio of 0.55 and a beta of 0.98. The AES Corporation has a one year low of $9.46 and a one year high of $15.51. The business’s 50 day simple moving average is $13.98 and its 200-day simple moving average is $13.45. The company has a debt-to-equity ratio of 3.15, a current ratio of 0.72 and a quick ratio of 0.66.

AES (NYSE:AES) last issued its quarterly earnings data on Tuesday, November 4th. The utilities provider reported $0.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.06. The firm had revenue of $3.35 billion during the quarter, compared to the consensus estimate of $3.37 billion. AES had a return on equity of 18.83% and a net margin of 9.47%.The business’s revenue for the quarter was up 1.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.71 EPS. AES has set its FY 2025 guidance at 2.100-2.26 EPS. As a group, sell-side analysts predict that The AES Corporation will post 1.93 EPS for the current fiscal year.

AES Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, January 30th will be given a $0.176 dividend. This represents a $0.70 annualized dividend and a yield of 4.9%. The ex-dividend date is Friday, January 30th. AES’s dividend payout ratio (DPR) is presently 43.75%.

AES News Summary

Here are the key news stories impacting AES this week:

• Positive Sentiment: Analysts at Zacks highlight AES as a strong value stock based on style scores, arguing valuation metrics and earnings outlook make it attractive to value-oriented investors. Here’s Why AES (AES) is a Strong Value Stock
• Positive Sentiment: Technical note: coverage flags that AES has crossed above its 200‑day moving average, a bullish technical signal that can attract momentum buyers and ETF/quant flows. AES (NYSE:AES) Stock Crosses Above Two Hundred Day Moving Average – What’s Next?
• Neutral Sentiment: Valuation/overview pieces are re-examining AES after choppy trading; these pieces walk through multiples, guidance and capital allocation but don’t add new company-specific catalysts. Useful for investors re-assessing fair value but not an immediate catalyst. Assessing AES (AES) Valuation After Recent Choppy Trading And Renewed Investor Attention
• Neutral Sentiment: A technology-industry item referencing a new AES technical document appears to be about the Audio Engineering Society (different AES) and is likely unrelated to The AES Corporation’s utility business — low relevance for investors. New AES Technical Document Focuses on Dialogue Intelligibility
• Negative Sentiment: Sinolam (Panama) filed an antitrust/monopolization suit naming AES and InterEnergy, alleging coordinated conduct in Panama’s LNG-to-power market; media coverage notes potential damages around $4B and elevated regulatory/legal risk for AES’s regional operations. Panama’s Sinolam sues AES, InterEnergy over alleged anti-competitive practices
• Negative Sentiment: Additional coverage and the plaintiff’s press release amplify the same allegation (collusion/monopoly in Panama), increasing headline risk and the chance of legal costs, fines or reputational damage if proceedings escalate. LAWSUIT FILED ALLEGING U.S. ENERGY GIANT AES AND PARTNERS COORDINATED A SCHEME TO MONOPOLIZE THE LNG-TO-POWER MARKET IN PANAMA AND THE REGION
• Negative Sentiment: Market reports note the lawsuit has already pressured AES shares, with headlines emphasizing the dollar size of the claim and potential competitive implications in Panama. AES stock falls after Sinolam files $4 billion lawsuit alleging monopolistic practices
• Negative Sentiment: Commentary advising investors to consider alternatives (e.g., Applied Digital) frames AES as less attractive relative to peers for some growth/asset‑monetization strategies — adds to selling narratives for certain investors. If You Own AES Stock, Take a Look at This Instead

Analysts Set New Price Targets

A number of research firms have recently commented on AES. Argus raised shares of AES from a “hold” rating to a “buy” rating and set a $18.00 price objective for the company in a report on Friday, December 5th. Susquehanna raised their price target on shares of AES from $16.00 to $17.00 and gave the stock a “positive” rating in a research note on Monday, October 13th. Weiss Ratings reiterated a “hold (c-)” rating on shares of AES in a research note on Monday, December 29th. Mizuho increased their target price on AES from $15.00 to $16.00 and gave the stock an “outperform” rating in a report on Thursday, November 6th. Finally, Evercore ISI assumed coverage on AES in a research note on Monday, October 6th. They issued an “in-line” rating and a $15.00 price target on the stock. Seven equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, AES currently has a consensus rating of “Moderate Buy” and an average target price of $23.83.

AES Company Profile

AES Corporation is a global energy company focused on the generation and distribution of electricity across diversified markets. Headquartered in Arlington, Virginia, AES develops, builds and operates power plants and distribution systems that serve residential, industrial and commercial customers. The company’s portfolio includes thermal, renewable and battery energy storage facilities designed to deliver reliable and sustainable electricity solutions.

Through its subsidiaries, AES operates a balanced mix of power generation assets, including natural gas, coal and renewables such as solar and wind.