American Electric Power (NASDAQ:AEP – Get Free Report) had its price objective upped by equities researchers at Mizuho from $130.00 to $141.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. Mizuho’s price objective would suggest a potential upside of 4.39% from the stock’s current price.
A number of other research analysts have also recently commented on AEP. Barclays raised their price target on American Electric Power from $128.00 to $135.00 and gave the stock an “equal weight” rating in a research report on Wednesday, April 15th. Morgan Stanley reduced their price objective on shares of American Electric Power from $137.00 to $136.00 and set an “overweight” rating on the stock in a research note on Tuesday, April 21st. Argus raised their target price on shares of American Electric Power from $128.00 to $140.00 and gave the company a “buy” rating in a report on Monday, March 2nd. Jefferies Financial Group restated a “buy” rating and issued a $150.00 target price on shares of American Electric Power in a research report on Friday, February 20th. Finally, Seaport Research Partners upgraded shares of American Electric Power from a “neutral” rating to a “buy” rating and set a $145.00 price target on the stock in a research report on Monday, April 20th. 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. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $139.09.
Check Out Our Latest Analysis on AEP
American Electric Power Stock Down 1.4%
American Electric Power (NASDAQ:AEP – Get Free Report) last issued its quarterly earnings results on Tuesday, May 5th. The company reported $1.64 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.57 by $0.07. The business had revenue of $6.02 billion for the quarter, compared to the consensus estimate of $5.72 billion. American Electric Power had a return on equity of 10.46% and a net margin of 16.37%.The firm’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.54 earnings per share. American Electric Power has set its FY 2026 guidance at 6.120-6.420 EPS. On average, equities research analysts expect that American Electric Power will post 6.33 earnings per share for the current fiscal year.
Insiders Place Their Bets
In related news, EVP Phillip R. Ulrich sold 4,106 shares of the firm’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $132.08, for a total transaction of $542,320.48. Following the completion of the transaction, the executive vice president directly owned 42,263 shares of the company’s stock, valued at $5,582,097.04. This trade represents a 8.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Kelly J. Ferneau sold 1,351 shares of American Electric Power stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $131.46, for a total value of $177,602.46. Following the transaction, the executive vice president directly owned 15,410 shares in the company, valued at $2,025,798.60. The trade was a 8.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.05% of the company’s stock.
Institutional Trading of American Electric Power
Several institutional investors have recently added to or reduced their stakes in AEP. Czech National Bank lifted its position in shares of American Electric Power by 3.9% during the 4th quarter. Czech National Bank now owns 141,141 shares of the company’s stock valued at $16,275,000 after acquiring an additional 5,314 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH increased 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 purchasing an additional 8,302 shares in the last quarter. Commerzbank Aktiengesellschaft FI raised 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 valued at $5,958,000 after purchasing an additional 43,533 shares during the period. Benjamin Edwards Inc. boosted its position in shares of American Electric Power by 228.6% during the 3rd 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. grew its stake 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 buying an additional 7,833 shares during the period. 75.24% of the stock is currently owned by institutional investors.
American Electric Power News Summary
Here are the key news stories impacting American Electric Power this week:
- Positive Sentiment: Q1 beat: AEP reported operating EPS of $1.64 and GAAP EPS of $1.61, with revenue up ~10% year-over-year — the quarter topped consensus and showed strong top-line momentum. AEP Q1 2026 GAAP earnings rise 9% to $874m
- Positive Sentiment: Big capital plan and longer-term growth targets: AEP raised its five?year capital plan to $78B and is targeting 7%–9% earnings growth through 2030 (with optionality beyond ~$10B), which management says increases long?term earnings CAGR. AEP outlines $78B capital plan and targets 7%-9% earnings growth through 2030
- Positive Sentiment: Demand drivers: Management cited accelerating demand from data centers and industrial customers and new load additions (now targeting ~63 GW by 2030), supporting the growth and revenue base that underpins the capex plan. AEP raises capital plan to $78 billion, beats profit estimates on data center demand
- Neutral Sentiment: Guidance reaffirmed: AEP reaffirmed FY?2026 operating EPS guidance in the mid?6 range (roughly 6.12–6.42 / 6.15–6.45 in company releases), roughly in line with street expectations but not materially above them. AEP Reports First-Quarter 2026 Earnings, Reaffirms Guidance and Increases Five-Year Capital Plan
- Neutral Sentiment: Analyst commentary: Coverage frames AEP as a defensive utility with stable cash flows in the S&P 500; some bullish pieces highlight regulated transmission exposure as a tailwind for predictable growth. Power Stability Story In S&P 500 AEP Utility Strength
- Negative Sentiment: Capex funding and market reaction: The sizable increase in capex raises questions about financing, leverage and execution risk; that, plus the guidance being roughly in line with consensus, likely contributed to the pullback in the stock. AEP raises capital plan to $78 billion, beats profit estimates on data center demand
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.
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