Brokers Offer Predictions for AEP Q2 Earnings

American Electric Power Company, Inc. (NASDAQ:AEP) – Equities researchers at KeyCorp issued their Q2 2026 earnings per share (EPS) estimates for shares of American Electric Power in a research report issued to clients and investors on Wednesday, July 22nd. KeyCorp analyst S. Karp forecasts that the company will post earnings per share of $1.50 for the quarter. The consensus estimate for American Electric Power’s current full-year earnings is $6.35 per share. KeyCorp also issued estimates for American Electric Power’s FY2026 earnings at $6.36 EPS, FY2027 earnings at $6.82 EPS, FY2028 earnings at $7.57 EPS, FY2029 earnings at $8.25 EPS and FY2030 earnings at $9.10 EPS.

American Electric Power (NASDAQ:AEP) last announced its quarterly earnings results on Tuesday, May 5th. The company reported $1.64 EPS for the quarter, beating the consensus estimate of $1.57 by $0.07. American Electric Power had a return on equity of 10.21% and a net margin of 16.29%.The business had revenue of $6.02 billion during the quarter, compared to analysts’ expectations of $5.72 billion. During the same quarter in the previous year, the business posted $1.54 EPS. The firm’s quarterly revenue was up 10.2% compared to the same quarter last year. American Electric Power has set its FY 2026 guidance at 6.120-6.420 EPS.

AEP has been the topic of several other research reports. Scotiabank increased their price target on shares of American Electric Power from $131.00 to $140.00 and gave the stock a “sector perform” rating in a research note on Wednesday, May 6th. Wells Fargo & Company upped their price objective on shares of American Electric Power from $144.00 to $148.00 and gave the stock an “overweight” rating in a report on Wednesday, May 6th. LADENBURG THALM/SH SH lowered their target price on shares of American Electric Power from $148.00 to $143.00 and set a “buy” rating on the stock in a research report on Thursday, June 18th. Morgan Stanley raised their target price on American Electric Power from $136.00 to $139.00 and gave the company an “overweight” rating in a report on Wednesday. Finally, TD Cowen boosted their price target on American Electric Power from $141.00 to $148.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. Thirteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $141.71.

American Electric Power Price Performance

Shares of AEP opened at $134.92 on Friday. The company has a debt-to-equity ratio of 1.42, a quick ratio of 0.39 and a current ratio of 0.53. The firm has a market cap of $73.41 billion, a PE ratio of 19.81, a PEG ratio of 2.39 and a beta of 0.52. The firm’s 50 day moving average price is $131.49 and its 200 day moving average price is $129.18. American Electric Power has a twelve month low of $105.70 and a twelve month high of $140.58.

American Electric Power Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 10th will be issued a dividend of $0.95 per share. This represents a $3.80 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend is Monday, August 10th. American Electric Power’s dividend payout ratio is currently 55.80%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. Czech National Bank raised its stake in American Electric Power by 3.9% during the 4th quarter. Czech National Bank now owns 141,141 shares of the company’s stock valued at $16,275,000 after purchasing an additional 5,314 shares during the last quarter. HITE Hedge Asset Management LLC acquired a new stake in American Electric Power in the 4th quarter worth $32,032,000. Universal Beteiligungs und Servicegesellschaft mbH increased its holdings in shares of American Electric Power by 2.9% during the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 293,033 shares of the company’s stock worth $33,869,000 after purchasing an additional 8,302 shares during the period. Merit Financial Group LLC increased its holdings in shares of American Electric Power by 17.7% during the 4th quarter. Merit Financial Group LLC now owns 63,526 shares of the company’s stock worth $7,325,000 after purchasing an additional 9,532 shares during the period. Finally, GF Fund Management CO. LTD. raised its position in shares of American Electric Power by 7.4% during the fourth quarter. GF Fund Management CO. LTD. now owns 114,224 shares of the company’s stock valued at $13,171,000 after buying an additional 7,833 shares during the last quarter. 75.24% of the stock is currently owned by institutional investors and hedge funds.

Key American Electric Power News

Here are the key news stories impacting American Electric Power this week:

• Positive Sentiment: Analysts were reported as bullish on American Electric Power and other utilities, which can bolster sentiment for AEP as investors look for defensive, income-oriented names. Analysts Are Bullish on These Utilities Stocks: Atmos Energy (ATO), American Electric Power (AEP)
• Positive Sentiment: Coverage highlighting AEP as a defensive stock for stability may be attracting investors seeking lower-volatility names amid broader market uncertainty. Beyond the AI Trade: 3 Defensive Stocks Built for Stability (AEP)
• Neutral Sentiment: Wall Street expects year-over-year earnings growth when AEP reports next week, but Zacks noted the company may not have the ideal setup for an earnings beat, keeping expectations balanced. American Electric Power (AEP) Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: The company is also widely expected to announce earnings on Thursday, which keeps attention focused on the upcoming report rather than on a new operational catalyst. American Electric Power (AEP) Projected to Announce Earnings on Thursday
• Negative Sentiment: BMO Capital Markets lowered its price target on AEP to $139 from $141, signaling slightly softer valuation expectations even while maintaining a market-perform view. American Electric Power had its price target lowered by BMO Capital Markets from $141.00 to $139.00
• Negative Sentiment: Recent articles questioning whether AEP is fully valued and suggesting the stock may be pricey despite its large capital plan could weigh on the shares. American Electric Power (AEP) Stock Could Be Pricey Despite Its $78b Capital Plan

American Electric Power Company Profile

American Electric Power (NASDAQ: AEP) is a major investor-owned electric utility headquartered in Columbus, Ohio. The company is primarily engaged in the generation, transmission and distribution of electricity, operating a diverse portfolio of power plants and an extensive high-voltage transmission network. AEP serves retail customers through its regulated utility subsidiaries and provides wholesale power and grid services across multiple regional markets in the United States.

Operations span the full utility value chain: AEP owns and operates generation assets that include fossil-fuel, natural gas, nuclear and hydropower facilities, and it has been adding renewable resources to its mix.