AES (AES) Projected to Post Earnings on Thursday

AES (NYSE:AES) is anticipated to release its Q4 2025 results after the market closes on Thursday, February 26th. Analysts expect the company to announce earnings of $0.68 per share and revenue of $3.0701 billion for the quarter. Individuals can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Friday, February 27, 2026 at 10:00 AM ET.

AES Price Performance

Shares of NYSE:AES opened at $16.28 on Wednesday. The firm’s 50 day moving average is $14.90 and its two-hundred day moving average is $14.13. The firm has a market capitalization of $11.59 billion, a P/E ratio of 10.18, a PEG ratio of 0.60 and a beta of 1.00. The company has a current ratio of 0.72, a quick ratio of 0.66 and a debt-to-equity ratio of 3.15. AES has a 52 week low of $9.46 and a 52 week high of $16.78.

AES Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be given a dividend of $0.176 per share. This represents a $0.70 dividend on an annualized basis and a yield of 4.3%. The ex-dividend date is Friday, May 1st. AES’s payout ratio is 43.75%.

Wall Street Analysts Forecast Growth

AES has been the topic of a number of research analyst reports. Weiss Ratings reissued a “hold (c-)” rating on shares of AES in a report on Monday, December 29th. Barclays reissued an “equal weight” rating and set a $15.00 target price on shares of AES in a research note on Wednesday, February 4th. Jefferies Financial Group upped their price target on shares of AES from $13.00 to $16.00 and gave the stock a “hold” rating in a research note on Tuesday, February 3rd. Morgan Stanley set a $23.00 price objective on shares of AES in a research note on Friday. Finally, Argus upgraded AES from a “hold” rating to a “buy” rating and set a $18.00 target price for the company in a research report on Friday, December 5th. Six equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, AES has a consensus rating of “Moderate Buy” and an average target price of $24.00.

Key AES News

Here are the key news stories impacting AES this week:

• Positive Sentiment: Signed 20‑year power agreements with Google to co‑locate generation at a new Wilbarger County, TX data center — provides long‑dated revenue visibility, strengthens AES’s footprint in the fast‑growing data‑center power market, and reinforces its clean‑energy partnership with a high‑quality customer. AES Announces Landmark Agreements with Google in Texas
• Positive Sentiment: News coverage highlights the deal across outlets (Reuters, Investing, Yahoo, Benzinga), amplifying market awareness and likely supporting the stock rally as investors re‑rate AES on the strength of long‑term PPAs with a major cloud provider. AES Corp signs power supply agreements for Google data center in Texas
• Positive Sentiment: Declared a quarterly dividend of $0.176 per share (record/ex‑dividend timing disclosed), which supports income investors and yields roughly in line with the company’s stated yield metrics — another near‑term bullish factor for yield‑seeking demand. AES declares $0.176 dividend
• Neutral Sentiment: Analyst/valuation commentary (Zacks and others) points to possible undervaluation based on earnings and valuation multiples, but views vary — these pieces provide context for investors weighing value vs. execution risk. Are Investors Undervaluing AES (AES) Right Now?
• Negative Sentiment: Some cautionary analysis (Seeking Alpha) says recent rebound may be priced in and that the “proof” of sustained improvement depends on execution and project delivery — introduces risk that expectations from the Google deal are already reflected in the price. AES Corporation: The Rebound Played Out, The Proof Still Pending
• Negative Sentiment: Balance‑sheet and liquidity metrics remain notable risks (high reported debt‑to‑equity, current ratio below 1), which could limit upside if project capex or rates pressure the company; investors should watch funding for co‑located generation and contract economics. No link

Institutional Investors Weigh In On AES

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Los Angeles Capital Management LLC purchased a new position in shares of AES during the 4th quarter valued at $42,000. Seven Mile Advisory purchased a new position in AES in the third quarter valued at about $140,000. United Services Automobile Association acquired a new position in AES in the 1st quarter worth about $190,000. Dorsey & Whitney Trust CO LLC raised its stake in shares of AES by 4.8% during the 4th quarter. Dorsey & Whitney Trust CO LLC now owns 14,658 shares of the utilities provider’s stock worth $210,000 after purchasing an additional 671 shares in the last quarter. Finally, Pinebridge Investments LLC acquired a new stake in shares of AES during the 4th quarter valued at about $283,000. Hedge funds and other institutional investors own 93.13% of the company’s stock.

About AES

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.