American Electric Power (NASDAQ:AEP) Releases FY 2026 Earnings Guidance

American Electric Power (NASDAQ:AEP) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 6.150-6.450 for the period, compared to the consensus estimate of 6.330. The company issued revenue guidance of -.

Analysts Set New Price Targets

Several equities research analysts have commented on the stock. The Goldman Sachs Group upped their target price on shares of American Electric Power from $128.00 to $133.00 in a research note on Thursday, October 30th. Mizuho lifted their target price on American Electric Power from $113.00 to $123.00 and gave the stock a “neutral” rating in a report on Thursday, October 30th. Morgan Stanley restated an “overweight” rating and issued a $125.00 price target on shares of American Electric Power in a report on Wednesday, January 21st. LADENBURG THALM/SH SH dropped their price target on American Electric Power from $124.50 to $117.50 and set a “neutral” rating on the stock in a research report on Friday, January 23rd. Finally, Scotiabank boosted their price objective on American Electric Power from $121.00 to $131.00 and gave the company a “sector perform” rating in a research report on Tuesday, December 16th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $127.39.

American Electric Power Stock Performance

NASDAQ AEP traded up $5.05 during trading on Thursday, reaching $127.30. 3,650,944 shares of the company’s stock were exchanged, compared to its average volume of 3,331,812. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.69 and a quick ratio of 0.53. American Electric Power has a fifty-two week low of $97.46 and a fifty-two week high of $128.92. The business has a 50 day moving average price of $117.16 and a 200-day moving average price of $115.72. The stock has a market capitalization of $67.99 billion, a P/E ratio of 18.54, a PEG ratio of 2.89 and a beta of 0.62.

American Electric Power (NASDAQ:AEP) last announced its quarterly earnings results on Thursday, February 12th. The company reported $1.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.15 by $0.04. American Electric Power had a return on equity of 11.00% and a net margin of 17.23%.The business had revenue of $5.32 billion during the quarter, compared to the consensus estimate of $5.07 billion. During the same quarter last year, the firm posted $1.24 EPS. The company’s quarterly revenue was up 13.2% on a year-over-year basis. American Electric Power has set its FY 2026 guidance at 6.150-6.450 EPS. Sell-side analysts forecast that American Electric Power will post 5.87 earnings per share for the current fiscal year.

American Electric Power Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be paid a $0.95 dividend. The ex-dividend date is Tuesday, February 10th. This represents a $3.80 dividend on an annualized basis and a yield of 3.0%. American Electric Power’s dividend payout ratio is 55.39%.

Insider Transactions at American Electric Power

In other news, Director Benjamin G. S. Fowke III sold 5,000 shares of the business’s 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 sale, the director owned 25,898 shares in the company, valued at $2,980,082.86. The trade was a 16.18% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.07% of the stock is owned by company insiders.

More American Electric Power News

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

• Positive Sentiment: Q4 beat on both EPS and revenue — AEP reported operating EPS of $1.19 vs. consensus $1.15 and revenue of $5.32B (up ~13% YoY), beating estimates and signaling stronger demand and margin resilience. American Electric Power (AEP) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Expanded spending and growth runway — AEP said it will expand its five‑year capital plan beyond $72B to meet surging demand and identified $5B–$8B of additional investment opportunities; management also increased incremental load targets (56 GW by 2030). This supports a longer growth runway and explains investor enthusiasm. AEP expands spending plan, beats profit estimates as electricity demand surges
• Positive Sentiment: Reaffirmed 2026 and long‑term outlook — AEP reaffirmed FY2026 operating earnings guidance of $6.15–$6.45 and reiterated a long‑term operating earnings growth target (7%–9%), giving investors line‑of‑sight to multi‑year EPS growth. AEP Reports Fourth Quarter and Full-Year 2025 Results, Reaffirms Long-Term Growth Outlook
• Neutral Sentiment: Market context — While the S&P 500 was lower on the day, coverage noted AEP shares gained after the upbeat results; this is more market‑flow driven than company‑specific news. S&P 500 Falls Over 1%; American Electric Power Shares Gain After Upbeat Earnings
• Neutral Sentiment: Relative valuation discussion — Analyst pieces comparing AEP to peers (e.g., FirstEnergy) highlight valuation tradeoffs for value investors but don’t change the company’s operational momentum. FE vs. AEP: Which Stock Is the Better Value Option?
• Negative Sentiment: Regulatory setback — FERC rejected AEP’s request to sell capacity in an upcoming auction, a near‑term operational/regulatory headwind that investors should watch for potential earnings or margin implications in capacity markets. FERC rejects AEP request to sell capacity in upcoming auction

Institutional Trading of American Electric Power

Several large investors have recently modified their holdings of the stock. Measured Wealth Private Client Group LLC bought a new position in American Electric Power in the 3rd quarter valued at approximately $29,000. Osterweis Capital Management Inc. increased its holdings in shares of American Electric Power by 3,000.0% during the second quarter. Osterweis Capital Management Inc. now owns 310 shares of the company’s stock worth $32,000 after buying an additional 300 shares in the last quarter. Imprint Wealth LLC acquired a new position in shares of American Electric Power during the third quarter worth $35,000. Wealth Watch Advisors INC bought a new position in shares of American Electric Power in the 3rd quarter valued at $39,000. Finally, Jessup Wealth Management Inc acquired a new stake in shares of American Electric Power during the 4th quarter valued at $42,000. 75.24% of the stock is owned by institutional investors and hedge funds.

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.