Vanguard Group Adds $18M in The AES Corporation ($AES)

Vanguard Group has increased its stake in The AES Corporation (NYSE:AES), adding 1,192,211 shares, according to its latest 13F filing with the SEC. This move boosts Vanguard's holdings by 1.36% to a total of 88,596,463 shares, valued at approximately $1.30 billion, as of the filing date.

What Changed in Vanguard Group's The AES Corporation Position

Vanguard Group's recent activity saw an increase of 1,192,211 shares in its holdings of The AES Corporation, moving from 87,404,252 shares to 88,596,463 shares. This represents a 1.36% increase in its position, with the total value now standing at about $1.30 billion.

Other Institutional Activity in The AES Corporation

While Vanguard Group added to its holdings, other institutional investors made different moves. BlackRock, Inc. reduced its position by 387,774 shares, now holding 47,166,516 shares valued at around $664.6 million. State Street Corp also trimmed its stake by 1,617,648 shares, ending with 42,981,339 shares valued at $605.6 million. On the other hand, Vanguard Capital Management LLC entered the scene with 46,282,323 shares, valued at approximately $652.1 million.

The AES Corporation Stock Snapshot

Shares of The AES Corporation are trading around $14.68. The company has a market capitalization of $10.47 billion and a P/E ratio of 7.65. The stock's 52-week range is between $10.02 and $17.65, with a 50-day moving average of $14.51 and a 200-day moving average of $14.31. The AES Corporation's beta is 0.946, indicating lower volatility compared to the market.

Recent Earnings

The AES Corporation reported revenue of $12.49 billion, reflecting a growth of 8.7%. The company achieved a net margin of 10.82% and a return on equity of 5.26%. Looking ahead, the next earnings report is expected on July 30, 2026.

Dividend

The AES Corporation offers an annual dividend rate of $0.70, yielding 4.79%. The company's dividend payout ratio is 36.66%, indicating a sustainable dividend relative to its earnings.

Insider Buying and Selling at The AES Corporation

Several insiders, including Gerard Anderson, purchased shares on April 29, 2026. Anderson acquired 19,031 shares at an average price of $5.25. Other insiders such as Holly Koeppel, Alain Monie, and Teresa Mosley Sebastian also bought 12,111 shares each.

Analysts Set New Price Targets

On April 9, 2026, Susquehanna downgraded The AES Corporation to a 'hold' rating with a price target of $15. Similarly, Morgan Stanley downgraded the stock to 'hold' on March 6, 2026, also with a $15 target. The consensus among analysts is a 'hold' rating, with a mean price target of $15 based on 8 opinions.

About The AES Corporation

The AES Corporation is a diversified utility company based in Arlington, Virginia. It operates through segments focused on renewables, utilities, energy infrastructure, and new energy technologies. The company owns and operates power plants across various countries, providing electricity to a wide range of customers. With a history dating back to 1981, AES continues to invest in green energy solutions under the leadership of CEO Andres Ricardo Gluski Weilert.

Bottom Line

Vanguard Group's recent increase in its stake in The AES Corporation highlights its confidence in the utility giant. This change, reflected in the latest 13F filing, provides insight into institutional sentiment, though it may not represent current positions. Investors and analysts will continue to watch The AES Corporation for its performance in the utilities sector.