The AES Corporation

NYSE:AES Rapport sur les actions

Capitalisation boursière : US$10.2b

AES Dividendes et rachats

Dividende contrôle des critères 5/6

AES est une société versant des dividendes avec un rendement actuel de 4.93% qui est bien couvert par les bénéfices. La prochaine date de paiement est le 15th May, 2026 avec une date ex-dividende de 1st May, 2026.

Informations clés

4.9%

Rendement du dividende

n/a

Rendement des rachats

Rendement total pour l'actionnairen/a
Rendement futur des dividendes5.0%
Croissance des dividendes5.4%
Prochaine date de paiement du dividende15 May 26
Date ex-dividende01 May 26
Dividende par actionn/a
Ratio de distribution53%

Mises à jour récentes sur les dividendes et les rachats

Recent updates

AES: Take Private Offer And Deal Risk Will Shape Future Returns

The AES analyst fair value estimate has been revised from about $21.14 to about $15.74 as analysts align targets with the $15.00 per share cash offer and incorporate a mix of higher modeled revenue growth, lower margins, a lower future P/E, and a slightly higher discount rate following a series of downgrades tied to the proposed take private transaction. Analyst Commentary Street research around AES has shifted quickly as the proposed US$15.00 per share take private offer set a new reference point for valuation.

AES: Take Private Bid And Data Center Projects Will Guide Returns

The consensus analyst price target for AES has been reset to $15.00, with recent downgrades and neutral ratings reflecting the pending $15.00 per share take private offer by Global Infrastructure Partners and EQT Infrastructure VI, and a view that outcomes now hinge largely on deal approval rather than standalone growth assumptions. Analyst Commentary Recent Street research around AES largely centers on the pending take private offer and the repricing of the shares around the US$15.00 per share cash bid.

AES: Take Private Offer And Data Center Commitments Will Shape Future Upside

The analyst fair value estimate for AES has been revised from $8.50 to $15.00. Analysts are pointing to the $15 per share take-private offer and a cluster of recent downgrades and Neutral ratings that now anchor expectations around the deal price.

AES: Take Private Offer And Rumored Bidding Interest Will Shape Outlook

AES’s updated analyst price target has shifted slightly higher to about $15.33 from $15.29 as analysts align their views with the proposed $15 per share cash acquisition and factor in a modestly adjusted outlook for growth and profitability. Analyst Commentary Recent research around AES has largely converged on the proposed US$15 per share cash offer from Global Infrastructure Partners and the EQT Infrastructure VI fund, with target prices and ratings moving to reflect a take private scenario rather than a standalone growth story.

AES: Potential Take Private Interest Will Support Future Share Upside

The updated analyst work on AES reflects a modest trim in the intrinsic value estimate to about $21.14 from $22.32. Analysts are weighing a slightly lower assumed P/E multiple alongside recent shifts in Street targets and ratings that include both cuts, such as HSBC's $16 target and Morgan Stanley's move to $23, as well as upgrades tied to potential take private interest.

AES: The Rebound Played Out, The Proof Still Pending

Feb 24

AES: Takeover Interest And Data Center Demand Will Support Future Upside

Analysts have nudged their price target on AES higher to about $22.32 from roughly $22.20, citing updated assumptions for revenue growth, profit margins and future P/E that modestly support a higher fair value despite mixed recent Street views. Analyst Commentary Recent Street commentary on AES has been mixed, but there are a few clear positives that bullish analysts are focusing on as they revisit their models and price targets.

AES: Panama Lawsuit And Market Rumors Will Shape Forward Outlook

Analysts have adjusted their price targets for AES slightly, reflecting updated views on modestly positive revenue growth of about 1.20%, a profit margin estimate near 14.61%, and a relatively steady forward P/E assumption of around 8.47x. What's in the News Panamanian companies Sinolam LNG Terminal, S.A. and Sinolam Smarter Energy LNG Power Co. filed a civil action in the Circuit Court for Arlington County, Virginia, against AES Corporation and partners including InterEnergy Holdings (UK) Limited, alleging a years long scheme to exclude Sinolam from Panama's liquefied natural gas to power market (Key Developments).

AES: Data Center Pipeline And Legal Disputes Will Constrain Future Upside

Analysts have lifted their price target on AES to US$24 from US$23, citing updated views on fair value, a slightly higher discount rate, and revised assumptions for revenue trends, profit margins, and future P/E multiples, as they incorporate recent sector research on utilities and data center exposure. Analyst Commentary Analysts lifting the price target to US$24 from US$23 reflects updated views on fair value as they refresh sector work on utilities and data center exposure.

AES: Data Center Demand Will Drive Earnings Upside Under Higher Price Outlook

Analysts have raised their price target on AES Corp. to $24 from $23, citing improving profit margin expectations and growing interest in utilities tied to expanding data center infrastructure.

AES: Data Center Power Demand Will Drive Upside Under Pending GIP Deal

Analysts have nudged their price target for AES higher to $24 from $23, reflecting a modest increase in fair value estimates supported by expectations for improved profit margins and growing opportunities tied to data center driven demand for utilities. Analyst Commentary Bullish analysts are pointing to a more constructive outlook for AES as they incorporate improving fundamentals and a clearer growth runway into their valuation models.

AES: Data Center Demand And GIP Takeover Prospects Will Shape Outlook

The analyst price target for AES has been raised by $1 to $24, reflecting analysts' increased optimism as they highlight the company's positioning amid evolving data center demand and improving sector performance. Analyst Commentary Recent price target revisions signal growing confidence in AES's ability to capitalize on structural shifts in power demand, particularly from data centers, while still leaving room for scrutiny around execution and timing risks.

AES: Data Center Demand and Takeover Talks Will Drive Future Momentum

The analyst price target for AES has increased from $23 to $24. This reflects a modest shift based on analysts' positive outlook on utility sector performance and expectations tied to data center expansion and interconnection trends.

AES: Sector Outperformance and Major Acquisition Talks Will Shape the Outlook

The analyst price target for AES has increased by $0.75 to $24.00. Analysts cite an improved fair value and outlook for the utility sector, driven by evolving data center demands and sector outperformance.

Analyst Commentary Highlights Upgraded Price Target and Mergers Activity for AES Amid Shifting Sector Trends

The analyst consensus price target for AES has increased from $23 to $24. This change reflects updated sector outlooks and expectations around evolving industry dynamics according to analysts.

Renewable Energy And Storage Projects Will Secure Lasting Value

Analysts have slightly raised their price target for AES from $13.83 to $14.13, citing minor improvements in profit margin expectations and adjusted future valuations. What's in the News BlackRock's Global Infrastructure Partners is closing in on a $38 billion acquisition of utility group AES, potentially making it one of the largest infrastructure takeovers to date (Financial Times).

Investors Still Aren't Entirely Convinced By The AES Corporation's (NYSE:AES) Earnings Despite 25% Price Jump

Jul 18
Investors Still Aren't Entirely Convinced By The AES Corporation's (NYSE:AES) Earnings Despite 25% Price Jump

When Should You Buy The AES Corporation (NYSE:AES)?

Jun 27
When Should You Buy The AES Corporation (NYSE:AES)?

AES: Misunderstood And On The Brink Of A Renewables Cash Surge

Apr 21

AES Corporation Is Too Cheap To Ignore

Mar 12

AES Corp.: What I Got Wrong (And Right)

Jan 27

AES Stock: Oversold For Utility With Dividend And Growth

Nov 24

AES: Undervalued With Underappreciated Growth Prospects

Sep 19
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Leveraging AI And Renewable Energy Partnerships For Future Growth And Profitability

AES's integration of generative AI and technology partnerships, especially in renewable energy, aims to solidify competitive advantages and revenue growth.

AES: Renewable Utilities With A Continued Upside

Jul 16

The AES Corporation Is In Transition, BEP Is The Better Alternative

Apr 27

AES: A Value Play With An Upside

Apr 10

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Les dividendes par action de AES sont restés stables au cours des 10 dernières années.

Dividende croissant: Les paiements de dividendes de AES ont augmenté au cours des 10 dernières années.


Rendement des dividendes par rapport au marché

AES Rendement des dividendes par rapport au marché
Comment le rendement du dividende de AES se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (AES)4.9%
25% du marché (US)1.4%
25% du marché (US)4.3%
Moyenne du secteur (Renewable Energy)2.5%
Analyste prévisionnel (AES) (jusqu'à 3 ans)5.0%

Dividende notable: Le dividende de AES ( 4.93% ) est supérieur à celui des 25 % des payeurs de dividendes les plus faibles du marché US ( 1.42% ).

Dividende élevé: Le dividende de AES ( 4.93% ) se situe dans les 25 % des premiers payeurs de dividendes du marché US ( 4.3% )


Bénéfice distribué aux actionnaires

Couverture des revenus: Grâce à son ratio de distribution raisonnable (53.4%), les dividendes versés par AES sont couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: AES verse un dividende mais la société ne dispose pas de flux de trésorerie disponibles.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/04 07:17
Cours de l'action en fin de journée2026/05/04 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

The AES Corporation est couverte par 21 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Gary HovisArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays