Stevens Capital Management LP Invests $566,000 in American Electric Power Company, Inc. $AEP

Stevens Capital Management LP bought a new position in shares of American Electric Power Company, Inc. (NASDAQ:AEP) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 4,910 shares of the company’s stock, valued at approximately $566,000.

Several other institutional investors have also recently added to or reduced their stakes in AEP. Czech National Bank grew its position in shares of American Electric Power by 3.9% in the 4th quarter. Czech National Bank now owns 141,141 shares of the company’s stock valued at $16,275,000 after buying an additional 5,314 shares during the last quarter. Universal Beteiligungs und Servicegesellschaft mbH boosted its stake in American Electric Power by 2.9% in the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 293,033 shares of the company’s stock valued at $33,869,000 after acquiring an additional 8,302 shares in the last quarter. Commerzbank Aktiengesellschaft FI grew its holdings in shares of American Electric Power by 462.1% during the third quarter. Commerzbank Aktiengesellschaft FI now owns 52,953 shares of the company’s stock worth $5,958,000 after purchasing an additional 43,533 shares during the last quarter. Benjamin Edwards Inc. increased its position in shares of American Electric Power by 228.6% during the third quarter. Benjamin Edwards Inc. now owns 51,659 shares of the company’s stock worth $5,812,000 after purchasing an additional 35,938 shares in the last quarter. Finally, GF Fund Management CO. LTD. lifted its holdings in shares of American Electric Power by 7.4% in the 4th quarter. GF Fund Management CO. LTD. now owns 114,224 shares of the company’s stock valued at $13,171,000 after purchasing an additional 7,833 shares during the last quarter. Hedge funds and other institutional investors own 75.24% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the company. The Goldman Sachs Group raised their price target on American Electric Power from $141.00 to $142.00 and gave the stock a “buy” rating in a research note on Wednesday, April 15th. Raymond James Financial boosted their price objective on American Electric Power from $138.00 to $143.00 and gave the company an “outperform” rating in a research note on Tuesday, April 21st. Argus increased their price objective on American Electric Power from $128.00 to $140.00 and gave the company a “buy” rating in a report on Monday, March 2nd. TD Cowen lifted their target price on shares of American Electric Power from $137.00 to $141.00 and gave the company a “buy” rating in a report on Friday, February 20th. Finally, Wolfe Research upgraded shares of American Electric Power from a “peer perform” rating to an “outperform” rating and set a $142.00 price target for the company in a research note on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $138.18.

American Electric Power News Summary

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

• Positive Sentiment: Q1 beat and revenue acceleration — AEP reported operating EPS of $1.64 vs. consensus ~ $1.55 and revenue of ~$6.02B (up ~10% y/y), driven by higher load and disciplined expense management; that beat is the primary near-term catalyst for the stock. American Electric’s Q1 Earnings Beat Estimates, Revenues Increase Y/Y
• Positive Sentiment: Raised five‑year capital plan to $78B and expanding contracted load — Management increased its capex plan and said signed customer deals expand future load to ~63 GW by 2030, lifting the company’s expected operating‑earnings CAGR and signaling durable growth from data centers and industrial customers. AEP raises capital plan to $78 billion, beats profit estimates on data center demand
• Positive Sentiment: Guidance reaffirmed and upgrades to multi‑year growth profile — AEP reaffirmed FY2026 operating EPS guidance and said the new capital additions raise expected operating EPS CAGR to >9% through 2030, supporting a longer-term growth narrative. AEP Reports First-Quarter 2026 Earnings, Reaffirms Guidance and Increases Five-Year Capital Plan
• Neutral Sentiment: FY2026 range vs. street expectations — AEP set FY2026 operating EPS guidance at 6.120–6.420; that range includes consensus (~6.36) but the midpoint is only roughly in line with sell‑side estimates, so analysts will parse slides/earnings call for drivers and timing. Compared to Estimates, AEP (AEP) Q1 Earnings: A Look at Key Metrics
• Neutral Sentiment: Conference materials available — Management posted the press release and slide deck; investors will watch the earnings call for details on contract structure, timing of projects and offsetting customer credits. AEP Press Release / Slide Deck
• Negative Sentiment: Higher capex and execution/financing risk — The $78B plan (with potential >$10B more) increases funding needs and execution risk; investors will watch leverage, regulatory recovery timelines and returns on the incremental projects. American Electric Power: Growth Is Happening Even Faster Than Expected

Insiders Place Their Bets

In other American Electric Power news, EVP Kelly J. Ferneau sold 1,351 shares of the company’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $131.46, for a total transaction of $177,602.46. Following the completion of the transaction, the executive vice president owned 15,410 shares in the company, valued at approximately $2,025,798.60. This represents a 8.06% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Phillip R. Ulrich sold 4,106 shares of American Electric Power stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $132.08, for a total transaction of $542,320.48. Following the completion of the sale, the executive vice president directly owned 42,263 shares in the company, valued at approximately $5,582,097.04. The trade was a 8.86% decrease in their position. The SEC filing for this sale provides additional information. 0.05% of the stock is currently owned by corporate insiders.

American Electric Power Stock Up 1.8%

American Electric Power stock opened at $137.04 on Wednesday. The stock has a 50 day moving average of $132.70 and a two-hundred day moving average of $123.96. American Electric Power Company, Inc. has a twelve month low of $97.46 and a twelve month high of $139.44. The stock has a market capitalization of $74.49 billion, a price-to-earnings ratio of 20.45, a PEG ratio of 3.16 and a beta of 0.56. The company has a current ratio of 0.45, a quick ratio of 0.33 and a debt-to-equity ratio of 1.37.

American Electric Power (NASDAQ:AEP) last released its earnings results on Tuesday, May 5th. The company reported $1.64 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.57 by $0.07. American Electric Power had a return on equity of 10.46% and a net margin of 16.37%.The business had revenue of $6.02 billion for the quarter, compared to analyst estimates of $5.72 billion. During the same quarter in the previous year, the company posted $1.54 earnings per share. The company’s revenue for the quarter 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. As a group, research analysts expect that American Electric Power Company, Inc. will post 6.33 earnings per share for the current year.

American Electric Power Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be paid a $0.95 dividend. This represents a $3.80 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend is Friday, May 8th. American Electric Power’s payout ratio is currently 56.72%.

American Electric Power 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.