LSV Asset Management trimmed its position in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 7.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 57,500 shares of the company’s stock after selling 4,700 shares during the period. LSV Asset Management’s holdings in American Electric Power were worth $6,469,000 as of its most recent SEC filing.
Several other institutional investors also recently bought and sold shares of the company. Harbor Capital Advisors Inc. acquired a new stake in shares of American Electric Power in the 3rd quarter worth $26,000. Meeder Asset Management Inc. purchased a new position in American Electric Power during the third quarter worth about $26,000. Advantage Trust Co lifted its position in American Electric Power by 57.1% in the second quarter. Advantage Trust Co now owns 275 shares of the company’s stock valued at $29,000 after purchasing an additional 100 shares during the period. Montag A & Associates Inc. boosted its holdings in American Electric Power by 166.0% in the 2nd quarter. Montag A & Associates Inc. now owns 282 shares of the company’s stock valued at $29,000 after purchasing an additional 176 shares in the last quarter. Finally, GoalVest Advisory LLC boosted its holdings in American Electric Power by 277.1% in the 2nd quarter. GoalVest Advisory LLC now owns 313 shares of the company’s stock valued at $32,000 after purchasing an additional 230 shares in the last quarter. 75.24% of the stock is owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
A number of equities analysts have recently issued reports on the company. Barclays increased their target price on American Electric Power from $121.00 to $128.00 and gave the stock an “equal weight” rating in a research note on Friday. Evercore reiterated an “outperform” rating on shares of American Electric Power in a research report on Thursday, October 30th. Williams Trading set a $137.00 target price on American Electric Power in a report on Thursday, December 18th. Wolfe Research raised shares of American Electric Power from a “peer perform” rating to an “outperform” rating and set a $142.00 price target on the stock in a research note on Friday. Finally, Jefferies Financial Group upgraded shares of American Electric Power from a “hold” rating to a “buy” rating and increased their price target for the company from $128.00 to $137.00 in a report on Monday, November 17th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $129.28.
American Electric Power Stock Up 2.8%
American Electric Power stock opened at $129.94 on Monday. American Electric Power Company, Inc. has a fifty-two week low of $97.46 and a fifty-two week high of $130.07. The firm has a market capitalization of $70.28 billion, a price-to-earnings ratio of 19.39, a price-to-earnings-growth ratio of 3.10 and a beta of 0.62. The stock’s fifty day moving average is $117.58 and its two-hundred day moving average is $116.02. The company has a debt-to-equity ratio of 1.37, a quick ratio of 0.33 and a current ratio of 0.45.
American Electric Power (NASDAQ:AEP – Get Free Report) last released its quarterly earnings data on Thursday, February 12th. The company reported $1.19 EPS for the quarter, topping the consensus estimate of $1.15 by $0.04. The business had revenue of $5.32 billion for the quarter, compared to analyst estimates of $5.07 billion. American Electric Power had a net margin of 16.37% and a return on equity of 10.46%. The business’s revenue for the quarter was up 13.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.24 EPS. American Electric Power has set its FY 2026 guidance at 6.150-6.450 EPS. Analysts predict that American Electric Power Company, Inc. will post 5.87 EPS for the current fiscal year.
American Electric Power Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be given a $0.95 dividend. The ex-dividend date is Tuesday, February 10th. This represents a $3.80 annualized dividend and a dividend yield of 2.9%. American Electric Power’s dividend payout ratio is currently 56.72%.
Trending Headlines about American Electric Power
Here are the key news stories impacting American Electric Power this week:
- Positive Sentiment: AEP beat Q4 EPS and revenue estimates, reaffirmed FY2026 operating EPS guidance of $6.15–$6.45 and reiterated 7%–9% long‑term earnings growth — supports the rally. AEP Reports Fourth Quarter and Full-Year 2025 Results
- Positive Sentiment: AEP said contracted large‑load pipeline doubled to 56 GW (data centers) by 2030 — a major demand catalyst that underpins higher transmission/distribution investment and revenue visibility. AEP contracted large load pipeline doubles to 56 GW
- Positive Sentiment: Company expanded its five‑year capital plan (> $72B) and identified $5B–$8B of incremental investment opportunities to meet surging electricity demand — suggests sustained higher capex and regulated rate base growth. AEP expands spending plan, beats profit estimates
- Positive Sentiment: Goldman Sachs raised its price target to $141 and maintained a Buy rating, giving additional analyst support for upside. Goldman Sachs adjusts price target on American Electric Power to $141
- Neutral Sentiment: Mizuho nudged its target to $130 with a Neutral rating — less bullish than Goldman, so not a major directional driver. AEP price target raised at Mizuho
- Neutral Sentiment: Multiple analyst writeups and presentations highlight data centers as a multi‑year catalyst; useful context but mostly reiterative analysis. Seeking Alpha: Data Centers Are A Catalyst
- Neutral Sentiment: Short‑interest notes in some feeds show odd/zero values (likely reporting artifacts) and are not a reliable driver of today’s move.
- Negative Sentiment: TipRanks flagged a new risk about trade‑policy and geopolitical shifts that could raise procurement costs and pressure cash flows over time — a longer‑term risk to margins and capital program costs. TipRanks: Trade Policy Shifts and Geopolitical Risks Threaten AEP
Insider Activity at American Electric Power
In related news, Director Benjamin G. S. Fowke III sold 5,000 shares of American Electric Power stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $115.07, for a total transaction of $575,350.00. Following the completion of the transaction, the director directly owned 25,898 shares in the company, valued at $2,980,082.86. The trade was a 16.18% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.07% of the stock is owned by corporate insiders.
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.
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