American Electric Power (NASDAQ:AEP – Get Free Report) had its price target boosted by analysts at Wells Fargo & Company from $144.00 to $148.00 in a research note issued on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Wells Fargo & Company‘s price target suggests a potential upside of 10.57% from the stock’s previous close.
A number of other research analysts have also commented on AEP. Jefferies Financial Group reaffirmed a “buy” rating and issued a $150.00 price objective on shares of American Electric Power in a report on Friday, February 20th. Argus boosted their target price on shares of American Electric Power from $128.00 to $140.00 and gave the stock a “buy” rating in a research note on Monday, March 2nd. Scotiabank reiterated a “sector perform” rating and issued a $140.00 target price on shares of American Electric Power in a report on Wednesday. TD Cowen increased their price target on American Electric Power from $137.00 to $141.00 and gave the stock a “buy” rating in a report on Friday, February 20th. Finally, Mizuho increased their price objective on shares of American Electric Power from $130.00 to $141.00 and gave the company a “neutral” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $139.32.
Check Out Our Latest Analysis on American Electric Power
American Electric Power Stock Down 2.3%
American Electric Power (NASDAQ:AEP – Get Free Report) last issued its quarterly earnings results on Tuesday, May 5th. The company reported $1.64 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 company had revenue of $6.02 billion for the quarter, compared to analyst estimates of $5.72 billion. During the same period in the previous year, the company posted $1.54 earnings per share. The company’s quarterly revenue 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. On average, equities research analysts expect that American Electric Power will post 6.33 earnings per share for the current year.
Insider Transactions at American Electric Power
In other news, 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 sale, the executive vice president owned 42,263 shares of the company’s stock, valued at approximately $5,582,097.04. The trade was a 8.86% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Kelly J. Ferneau sold 1,351 shares of American Electric Power stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $131.46, for a total value of $177,602.46. Following the sale, the executive vice president directly owned 15,410 shares in the company, valued at approximately $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 Inflows and Outflows
Hedge funds and other institutional investors have recently made changes to their positions in the company. Czech National Bank grew its position in shares of American Electric Power by 3.9% during the fourth quarter. Czech National Bank now owns 141,141 shares of the company’s stock worth $16,275,000 after purchasing an additional 5,314 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH boosted its holdings in shares of American Electric Power by 2.9% during the 4th 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 during the last quarter. Commerzbank Aktiengesellschaft FI increased its holdings in shares of American Electric Power by 462.1% in 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. boosted its stake in American Electric Power by 228.6% during the third quarter. Benjamin Edwards Inc. now owns 51,659 shares of the company’s stock valued at $5,812,000 after buying an additional 35,938 shares during the last quarter. Finally, GF Fund Management CO. LTD. increased its stake in 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 worth $13,171,000 after acquiring an additional 7,833 shares during the last quarter. Institutional investors own 75.24% of the company’s stock.
Key Headlines Impacting American Electric Power
Here are the key news stories impacting American Electric Power this week:
- Positive Sentiment: Q1 results beat expectations — AEP reported operating EPS of $1.64 and revenue of $6.02B, topping estimates and showing ~10% y/y revenue growth, driven by new load wins and stronger demand. MarketBeat Q1 Report
- Positive Sentiment: Big lift to capital plan and long?term growth targets — AEP raised its five?year capital plan to $78B and is targeting 7%–9% earnings growth through 2030 (and management said operating?earnings CAGR could exceed 9% with recent additions), signaling material growth runway from transmission, generation and data?center demand. Seeking Alpha: $78B Plan
- Positive Sentiment: Data center and industrial load wins supporting contracted growth — Company commentary and analyst notes highlight new load deals expanding contracted growth toward ~63 GW by 2030, underpinning future regulated and contracted revenue. Reuters: Data Center Demand
- Neutral Sentiment: FY?2026 guidance reaffirmed but slightly below consensus midpoint — AEP reiterated FY?2026 EPS guidance of ~6.12–6.42 (company also cited 6.15–6.45 in press materials); the lower end is a touch below the sell?side consensus (~6.36), which may limit upside surprise potential. AEP Press Release / Slide Deck
- Neutral Sentiment: Analyst price?target moves are modest and mixed — Barclays nudged its PT to $136 (small upside) and Mizuho raised its PT to $141 but kept a “neutral” rating, indicating analysts are upbeat on fundamentals but remain cautious on valuation/near?term catalysts. MarketScreener: Barclays PT TickerReport / Benzinga: Mizuho PT
- Negative Sentiment: Near?term profit?taking and cautious language likely pressured the stock — Despite the beat and bigger capex plan, some investors appear to be trimming positions after recent run?ups, and neutral analyst stances (rather than upgrades to Buy) can trigger short?term selling. Reuters: Market Reaction Context
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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