AES The AES Corporation

neutral SHIFT track record → $14.50 +0.05 (+0.3%)
Mkt Cap $10B P/E 11.0 fwd 6.0 52wk $9.46 - $17.65 Earnings 2026-04-30 5h ago
Insider selling: $3,111,600 sold by 8 insiders (30d)
Est. revisions: +43.7%
Factor Model (net +1.9)

Factor Model

net +1.9 3.9 / 10
Est. Revisions
+1.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.5

AES buyout offer at $15 waits regulatory OK

Watch: Regulatory approval progress and any competing bids will dictate deal closure timing and stock risk premium.

AES is set for a buyout at $15 per share by a consortium led by Global Infrastructure Partners, unanimously approved by its Board. The deal is expected to close late 2026 or early 2027 but the stock trades about 6% below the offer due to time value and deal risk. Recent installed 100 MW solar project used Nvidia AI and AWS robotics, illustrating operational innovation despite uncertainty.

This buyout signals a high-value exit but underlines market skepticism on regulatory clearance and timing risks, impacting near-term stock performance and investor sentiment.

Evidence

6h ago AES Corp (AES) Has a Buyout Offer on the Table; Is This Why Hedge Funds Still Like It? yahoo-finance
13d ago The AES Corporation (AES) Wins Holder Approval for Indenture Amendments Related to Pending Merger yahoo-finance
27d ago Is AES Stock Underperforming the Dow? yahoo-finance
32d ago Is AES Corporation (AES) A Buy After Earnings? yahoo-finance
41d ago Mizuho Downgrades AES After $10.7 Billion Takeover Agreement yahoo-finance
43d ago Google signs AES, Xcel supply deals to meet data-center energy needs yahoo-finance
44d ago Stocks Recover as Iran War Pushes Energy and Defense Stocks Higher - Nasdaq google-news-defense
45d ago Stock Market Today, March 2: The AES Corporation Drops After $15 Buyout Deal Disappoints Market Expectations - The Motley Fool google-news-market
3 older signals
45d ago Stock Market Today, March 2: The AES Corporation Drops After $15 Buyout Deal Disappoints Market Expectations - Nasdaq
45d ago Stocks Recover as Iran War Pushes Energy and Defense Stocks Higher - Barchart.com
45d ago Pre-market Overview of U.S. Stocks | Spillover from U.S.-Iran conflict! All three major futures indices dropped over 1%; oil and defense stocks active in pre-market trading, Occidental Petroleum and Lockheed Martin surged over 6%; The AES Corp plummeted 1 - 富途牛牛
Fundamentals & Data ▾
The AES Corporation Utilities · Utilities - Diversified
Mkt Cap
$10B
P/E
11.0 fwd 6.0
Beta
1.01
Div Yield
489.00%
52w Range
$9.46 - $17.65
Short Interest
24.5M 3.95%
Days to Cover
1.3 +37%
Technicals downtrend
from 52w Hi
0.0%
1w return
+0.6%
Insiders
selling 0B / 3S
EPS Estimate
$0.37 +43.7% 30d 0up / 0dn
Est. Dispersion
61% 2 analysts
Analyst Target
$15 $15 - $16
Options P/C
0.27
Insider Cluster
strong sell 0B / 3S
Fund Convergence
moderate Citadel, Bridgewater
Financials
Revenue
$3.1B +5% YoY
FCF
$-47M
Gross Margin
19%
Op Margin
16%
Momentum: decelerating
Top Holders
Citadel $116M
Bridgewater $3M
Recent Filings & Data
insider trade 21
net selling · $3,111,600 sold
8 insiders · 21 transactions (30d)
Recent transactions
DA SANTOS BERNERD R · award
FREEDMAN PAUL L. · award
RUBIOLO JUAN IGNACIO · award
KOHAN SHERRY · award
COUGHLIN STEPHEN · award
FALU RICARDO MANUEL · award
GLUSKI ANDRES RICARDO · award
MENDOZA TISH · award
DA SANTOS BERNERD R · award
FREEDMAN PAUL L. · award
RUBIOLO JUAN IGNACIO · award
KOHAN SHERRY · award
COUGHLIN STEPHEN · award
FALU RICARDO MANUEL · award
GLUSKI ANDRES RICARDO · award
MENDOZA TISH · award
KOHAN SHERRY · sell · $305,250
DA SANTOS BERNERD R · sell · $1,401,188
DA SANTOS BERNERD R · exercise · $787,712
MENDOZA TISH · sell · $1,405,162
MENDOZA TISH · exercise · $787,712
11 signals · latest 6h ago

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