Kentucky Retirement Systems Has $5.27 Million Stock Position in American Electric Power Company, Inc. $AEP

Kentucky Retirement Systems raised its holdings in American Electric Power Company, Inc. (NASDAQ:AEP) by 19.8% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 40,231 shares of the company’s stock after acquiring an additional 6,641 shares during the quarter. Kentucky Retirement Systems’ holdings in American Electric Power were worth $5,273,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in AEP. Brighton Jones LLC grew its position in shares of American Electric Power by 11.5% in the fourth quarter. Brighton Jones LLC now owns 10,601 shares of the company’s stock valued at $978,000 after purchasing an additional 1,095 shares during the last quarter. Acadian Asset Management LLC acquired a new position in shares of American Electric Power in the first quarter valued at $320,000. Sivia Capital Partners LLC lifted its holdings in shares of American Electric Power by 149.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,891 shares of the company’s stock worth $507,000 after acquiring an additional 2,931 shares during the period. Gamco Investors INC. ET AL lifted its stake in American Electric Power by 4.4% during the second quarter. Gamco Investors INC. ET AL now owns 2,505 shares of the company’s stock worth $260,000 after purchasing an additional 105 shares during the period. Finally, AXA S.A. lifted its position in shares of American Electric Power by 95.7% during the 2nd quarter. AXA S.A. now owns 79,111 shares of the company’s stock worth $8,209,000 after buying an additional 38,684 shares during the period. Institutional investors own 75.24% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on AEP shares. Wall Street Zen cut American Electric Power from a “hold” rating to a “sell” rating in a report on Saturday, May 9th. Barclays raised their price target on American Electric Power from $136.00 to $138.00 and gave the stock an “equal weight” rating in a research report on Monday, July 13th. Citigroup boosted their price objective on shares of American Electric Power from $132.00 to $148.00 and gave the company a “neutral” rating in a report on Wednesday, May 6th. TD Cowen boosted their target price on American Electric Power from $141.00 to $148.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Finally, LADENBURG THALM/SH SH lowered their price objective on shares of American Electric Power from $148.00 to $143.00 and set a “buy” rating for the company in a research report on Thursday, June 18th. Thirteen investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $141.71.

American Electric Power Stock Performance

American Electric Power stock opened at $127.78 on Friday. The stock has a market cap of $69.53 billion, a PE ratio of 18.76, a P/E/G ratio of 2.32 and a beta of 0.52. The company has a quick ratio of 0.39, a current ratio of 0.53 and a debt-to-equity ratio of 1.42. The business’s 50-day moving average price is $131.87 and its two-hundred day moving average price is $129.77. American Electric Power Company, Inc. has a 12-month low of $105.70 and a 12-month high of $140.58.

American Electric Power (NASDAQ:AEP) last issued its quarterly earnings data on Thursday, July 30th. The company reported $1.36 earnings per share for the quarter, missing the consensus estimate of $1.48 by ($0.12). American Electric Power had a return on equity of 10.21% and a net margin of 16.29%.The business had revenue of $5.45 billion during the quarter, compared to the consensus estimate of $5.34 billion. During the same period in the prior year, the firm earned $1.43 EPS. The business’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, analysts expect that American Electric Power Company, Inc. will post 6.35 earnings per share for the current fiscal year.

American Electric Power Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be paid a dividend of $0.95 per share. The ex-dividend date is Monday, August 10th. This represents a $3.80 dividend on an annualized basis and a yield of 3.0%. American Electric Power’s payout ratio is 55.80%.

Key American Electric Power News

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

• Positive Sentiment: AEP raised its 2026 operating earnings guidance to $6.25–$6.55 per share, broadly in line with the $6.35 analyst consensus midpoint. Management cited robust demand from data centers and other large customers. American Electric Power lifts forecast as AI fuels electricity surge
• Positive Sentiment: The utility expanded expected new-load additions to 69 gigawatts through 2030 and secured approximately 13 GW of gas-fired turbine capacity, positioning it to benefit from accelerating power demand. It also expects up to $16 billion in cost offsets from load growth and $1.4 billion in customer savings from federal loan guarantees and grants. AEP Reports Second-Quarter 2026 Earnings, Raises Full-Year Guidance
• Neutral Sentiment: Second-quarter revenue increased 7% year over year, reflecting solid operating growth, but the company’s outlook remains dependent on executing substantial generation and transmission investments to serve new demand. AEP Q2 2026 Earnings Call Transcript
• Negative Sentiment: AEP reported second-quarter operating earnings of $1.36 per share, below estimates of approximately $1.48–$1.49 and down from $1.43 a year earlier. Tax timing and the impact of a prior transaction weighed on results. GAAP earnings fell to $1.31 per share from $2.29 in the prior-year quarter. American Electric Power misses Q2 earnings estimates

About American Electric Power

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.