Robeco Institutional Asset Management B.V. Sells 17,305 Shares of American Electric Power Company, Inc. $AEP

Robeco Institutional Asset Management B.V. trimmed its position in American Electric Power Company, Inc. (NASDAQ:AEP) by 31.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 38,524 shares of the company’s stock after selling 17,305 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in American Electric Power were worth $4,570,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. BlackRock Inc. bought a new stake in American Electric Power in the 2nd quarter valued at $6,980,601,000. Bank of America Corp DE bought a new position in shares of American Electric Power during the 2nd quarter worth about $1,678,638,000. GQG Partners LLC bought a new position in shares of American Electric Power during the 2nd quarter worth about $1,404,094,000. Legal & General Group Plc bought a new position in shares of American Electric Power during the 2nd quarter worth about $680,638,000. Finally, Bank of New York Mellon Corp acquired a new stake in shares of American Electric Power during the 2nd quarter valued at about $495,495,000. 75.24% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. Truist Financial lowered their target price on shares of American Electric Power from $146.00 to $139.00 and set a “buy” rating on the stock in a research note on Monday, August 17th. Wall Street Zen raised shares of American Electric Power from a “sell” rating to a “hold” rating in a research report on Saturday. Scotiabank cut their price objective on American Electric Power from $140.00 to $131.00 and set a “sector perform” rating for the company in a report on Wednesday, September 30th. UBS Group set a $135.00 target price on American Electric Power in a report on Monday, October 19th. Finally, Jefferies Financial Group reduced their price target on shares of American Electric Power from $148.00 to $145.00 and set a “buy” rating on the stock in a research report on Thursday. Sixteen analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $138.70.

More American Electric Power News

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

• Positive Sentiment: HSBC initiated coverage with a Buy rating and a $145.90 price target, implying meaningful upside from recent levels. Jefferies also maintains a target well above the stock, although it reduced its target to $146 from $148. HSBC coverage article Jefferies price target article
• Positive Sentiment: AI-related electricity demand is strengthening AEP’s growth outlook. The company has contracted large-load capacity additions of 69 gigawatts through 2030, with approximately 90% tied to data centers and cryptocurrency customers. AEP expects operating EPS to grow at more than 9% annually through 2030. AEP dividend and data-center demand article
• Positive Sentiment: AEP raised its quarterly dividend by 2% to $0.97 per share, bringing the forward yield to roughly 3%. Its approximately 65% trailing payout ratio is expected to decline toward 55%, suggesting improved dividend coverage as earnings grow.
• Positive Sentiment: AEP recently moved above its 200-day moving average, a technical signal that some investors interpret as evidence of improving long-term momentum. AEP moving average article
• Neutral Sentiment: Wall Street is focused on AEP’s third-quarter results and key operating metrics. The earnings preview could increase volatility as investors assess whether demand growth is translating into revenue and earnings performance. AEP earnings preview
• Negative Sentiment: Analysts are questioning whether AEP’s aggressive investment required to serve data centers could pressure cash flow and dividend safety. The company’s debt-to-equity ratio is already elevated, making financing and execution risks important issues for income-focused shareholders. AEP dividend risk comparison

American Electric Power Stock Performance

Shares of American Electric Power stock opened at $129.69 on Friday. The firm has a fifty day moving average of $122.99 and a two-hundred day moving average of $128.48. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.38 and a current ratio of 0.50. The stock has a market capitalization of $70.60 billion, a price-to-earnings ratio of 22.25, a PEG ratio of 2.68 and a beta of 0.48. American Electric Power Company, Inc. has a 52 week low of $112.54 and a 52 week high of $140.58.

American Electric Power (NASDAQ:AEP) last released its quarterly earnings data on Thursday, July 30th. The company reported $1.36 EPS for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.12). American Electric Power had a net margin of 13.78% and a return on equity of 9.95%. The company had revenue of $5.45 billion during the quarter, compared to the consensus estimate of $5.34 billion. During the same quarter in the prior year, the company posted $1.43 EPS. The company’s revenue for the quarter was up 7.0% compared to the same quarter last year. American Electric Power has set its FY 2026 guidance at 6.250-6.550 EPS. As a group, equities research analysts predict that American Electric Power Company, Inc. will post 6.40 EPS for the current year.

American Electric Power Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Tuesday, November 10th will be paid a $0.97 dividend. This is a boost from American Electric Power’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $3.88 dividend on an annualized basis and a dividend yield of 3.0%. American Electric Power’s dividend payout ratio (DPR) is currently 65.18%.

Insider Activity at American Electric Power

In other news, CAO Kate Dixon sold 2,000 shares of the company’s stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $125.00, for a total value of $250,000.00. Following the completion of the sale, the chief accounting officer directly owned 15,856 shares of the company’s stock, valued at $1,982,000. This represents a 11.20% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.05% of the stock is currently owned by company insiders.

About American Electric Power

American Electric Power (NASDAQ:AEP) is an electric utility holding company that generates, transmits and distributes electricity to residential, commercial, industrial and institutional customers. Through its operating companies, AEP provides regulated electric service and manages power generation assets using a mix of energy resources, including natural gas, coal, nuclear, hydroelectric and renewable energy.

AEP operates one of the largest electric transmission systems in the United States and supplies electricity across portions of Arkansas, Indiana, Kentucky, Louisiana, Michigan, Ohio, Oklahoma, Tennessee, Texas, Virginia and West Virginia.