American Electric Power (NASDAQ:AEP – Get Free Report) had its price target upped by stock analysts at The Goldman Sachs Group from $133.00 to $141.00 in a research report issued to clients and investors on Friday,MarketScreener reports. The firm presently has a “buy” rating on the stock. The Goldman Sachs Group’s price target would suggest a potential upside of 11.52% from the stock’s current price.
Other equities research analysts have also recently issued reports about the stock. Wells Fargo & Company reaffirmed an “overweight” rating on shares of American Electric Power in a research report on Friday. Scotiabank upped their price objective on American Electric Power from $121.00 to $131.00 and gave the stock a “sector perform” rating in a research report on Tuesday, December 16th. TD Cowen raised American Electric Power to a “strong-buy” rating in a research report on Thursday, October 30th. LADENBURG THALM/SH SH dropped their price target on shares of American Electric Power from $124.50 to $117.50 and set a “neutral” rating on the stock in a research note on Friday, January 23rd. Finally, Jefferies Financial Group upgraded shares of American Electric Power from a “hold” rating to a “buy” rating and upped their target price for the company from $128.00 to $137.00 in a report on Monday, November 17th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $128.88.
View Our Latest Stock Analysis on AEP
American Electric Power Price Performance
American Electric Power (NASDAQ:AEP – Get Free Report) last announced its quarterly earnings data 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. The business had revenue of $5.32 billion for the quarter, compared to analysts’ expectations of $5.07 billion. American Electric Power had a return on equity of 11.00% and a net margin of 17.23%.The company’s revenue for the quarter was up 13.2% compared to the same quarter last year. During the same period last year, the firm earned $1.24 earnings per share. American Electric Power has set its FY 2026 guidance at 6.150-6.450 EPS. On average, research analysts expect that American Electric Power will post 5.87 EPS for the current fiscal year.
Insider Activity at American Electric Power
In related news, Director Benjamin G. S. Fowke III sold 5,000 shares of the stock in a transaction 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 directly owned 25,898 shares of the company’s stock, valued at $2,980,082.86. This trade represents a 16.18% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.07% of the stock is owned by company insiders.
Institutional Inflows and Outflows
A number of institutional investors and hedge funds have recently made changes to their positions in the company. Activest Wealth Management boosted its stake in shares of American Electric Power by 72.2% in the fourth quarter. Activest Wealth Management now owns 217 shares of the company’s stock valued at $25,000 after buying an additional 91 shares in the last quarter. Rakuten Securities Inc. lifted its holdings in American Electric Power by 7,300.0% in the fourth quarter. Rakuten Securities Inc. now owns 222 shares of the company’s stock valued at $26,000 after acquiring an additional 219 shares during the period. Optima Capital LLC purchased a new stake in shares of American Electric Power during the 4th quarter worth $26,000. Meeder Asset Management Inc. acquired a new position in shares of American Electric Power during the 3rd quarter worth $26,000. Finally, Dogwood Wealth Management LLC increased its holdings in shares of American Electric Power by 330.2% in the 3rd quarter. Dogwood Wealth Management LLC now owns 228 shares of the company’s stock valued at $26,000 after purchasing an additional 175 shares in the last quarter. 75.24% of the stock is currently owned by institutional investors and hedge funds.
American Electric Power News Summary
Here are the key news stories impacting American Electric Power this week:
- Positive Sentiment: Q4 results beat expectations: AEP reported operating EPS of $1.19 vs. consensus $1.15 and revenue of $5.32B (up 13% Y/Y); management reaffirmed FY‑2026 operating earnings guidance of $6.15–$6.45. This earnings beat and clear guidance underpin the stock’s strength today. AEP press release
- Positive Sentiment: Demand upside from data centers and higher load outlook: AEP doubled its contracted load outlook to ~56 GW by 2030 and said it will expand its five‑year capex plan beyond $72B to meet surging electricity demand — a revenue and rate-base growth catalyst. Reuters
- Positive Sentiment: Strategic partnerships/solutions support growth: AEP has signed data‑center supply deals (including a supply agreement tied to Bloom Energy) that accelerate incremental load and reduce interconnection timing risk for hyperscale customers. MarketBeat
- Positive Sentiment: Analyst price target increase: Mizuho raised its AEP target from $123 to $130 (keeps a “neutral” rating), providing modest upward pressure on sentiment. TickerReport
- Neutral Sentiment: Conference call / transcript available — provides detail on capex, rate-case timing and load contracts for investors doing deeper due diligence. Earnings transcript
- Neutral Sentiment: Short‑interest data posted is inconsistent (shows zero change / zero shares), so it does not appear to be a material driver today.
- Negative Sentiment: Regulatory setback: FERC rejected AEP’s request to sell capacity in an upcoming auction, which could limit near‑term monetization of some assets and adds regulatory uncertainty. Yahoo Finance / Reuters
- Negative Sentiment: Policy/geopolitical risk flagged: Research notes (TipRanks) highlight trade‑policy shifts and geopolitical exposures that could raise costs and pressure cash flow — a reminder capex growth comes with execution and macro risks. TipRanks
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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