American Electric Power (NASDAQ:AEP – Get Free Report) had its price objective lifted by research analysts at Mizuho from $123.00 to $130.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has a “neutral” rating on the stock. Mizuho’s price target indicates a potential upside of 2.82% from the company’s current price.
A number of other equities research analysts also recently issued reports on AEP. JPMorgan Chase & Co. boosted their price target on American Electric Power from $121.00 to $125.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. Williams Trading set a $137.00 target price on shares of American Electric Power in a research note on Thursday, December 18th. Jefferies Financial Group raised American Electric Power from a “hold” rating to a “buy” rating and upped their target price for the stock from $128.00 to $137.00 in a research report on Monday, November 17th. BMO Capital Markets increased their target price on American Electric Power from $123.00 to $125.00 and gave the company a “market perform” rating in a research note on Tuesday, January 27th. Finally, Bank of America lowered American Electric Power from a “buy” rating to a “neutral” rating and reduced their price target for the stock from $131.00 to $122.00 in a research report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $128.48.
View Our Latest Stock Analysis on American Electric Power
American Electric Power Trading Up 3.4%
American Electric Power (NASDAQ:AEP – Get Free Report) last issued its quarterly earnings results on Thursday, February 12th. The company reported $1.19 EPS for the quarter, topping the consensus estimate of $1.15 by $0.04. The firm had revenue of $5.32 billion during the quarter, compared to analyst estimates of $5.07 billion. American Electric Power had a net margin of 17.23% and a return on equity of 11.00%. American Electric Power’s revenue for the quarter was up 13.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.24 earnings per share. American Electric Power has set its FY 2026 guidance at 6.150-6.450 EPS. As a group, equities analysts forecast that American Electric Power will post 5.87 EPS for the current year.
Insider Buying and Selling at American Electric Power
In other news, Director Benjamin G. S. Fowke III sold 5,000 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The shares were 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 of the company’s stock, valued at approximately $2,980,082.86. This trade represents a 16.18% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.07% of the company’s stock.
Institutional Inflows and Outflows
A number of large investors have recently added to or reduced their stakes in the stock. Activest Wealth Management raised its stake in shares of American Electric Power by 72.2% in the 4th quarter. Activest Wealth Management now owns 217 shares of the company’s stock valued at $25,000 after purchasing an additional 91 shares in the last quarter. Rakuten Securities Inc. grew its stake in American Electric Power by 7,300.0% in the fourth quarter. Rakuten Securities Inc. now owns 222 shares of the company’s stock worth $26,000 after purchasing an additional 219 shares in the last quarter. Optima Capital LLC bought a new stake in American Electric Power in the fourth quarter valued at about $26,000. Meeder Asset Management Inc. bought a new stake in American Electric Power in the third quarter valued at about $26,000. Finally, Dogwood Wealth Management LLC raised its stake in American Electric Power by 330.2% during the third quarter. Dogwood Wealth Management LLC now owns 228 shares of the company’s stock valued at $26,000 after buying an additional 175 shares in the last quarter. 75.24% of the stock is currently owned by institutional investors.
American Electric Power News Roundup
Here are the key news stories impacting American Electric Power this week:
- Positive Sentiment: Q4 results beat and guidance reaffirmed: AEP reported operating EPS of $1.19 vs. consensus $1.15 and revenue of $5.32B (up 13% YoY). Management reaffirmed 2026 operating earnings guidance of $6.15–$6.45 and reiterated long‑term 7%–9% earnings growth, supporting the bullish tone. AEP Reports Fourth Quarter and Full-Year 2025 Results, Reaffirms Long-Term Growth Outlook
- Positive Sentiment: Surging demand and bigger capex opportunity: AEP doubled its contracted load outlook to ~56 GW by 2030 and said it will expand its five‑year capital plan beyond $72B, identifying $5–$8B of additional investment opportunities to serve data centers and other large customers — a growth catalyst for regulated utility investment and future earnings. AEP doubles contracted load outlook to 56 GW by 2030 while reaffirming 7%-9% earnings growth through 2030
- Positive Sentiment: Market reaction: Traders favored AEP after the upbeat print and growth moves, with coverage noting shares gained amid a broader market pullback — momentum that likely amplified the intraday uptick. S&P 500 Falls Over 1%; American Electric Power Shares Gain After Upbeat Earnings
- Neutral Sentiment: Earnings call details and transcript available for deeper read: The Q4 earnings call transcript and slides provide management color on load wins, project timelines and capital allocation — useful if you want to validate execution risk and timing. American Electric Power Company, Inc. (AEP) Q4 2025 Earnings Call Transcript
- Neutral Sentiment: Analyst/value context: Recent comparisons and analyst notes (Zacks, others) revisit valuation vs. peers after the print — helpful for investors weighing AEP’s yield and growth profile against alternatives. 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 headwind that could affect revenue timing or market participation assumptions for specific projects. FERC rejects AEP request to sell capacity in upcoming auction
- Negative Sentiment: New macro risk disclosure: A TipRanks item highlights management acknowledgment of trade‑policy shifts and geopolitical risks that could raise costs, pressure cash flows or affect supply chains — a reminder to monitor inflation, interest rates and tariff policy exposure. Trade Policy Shifts and Geopolitical Risks Threaten AEP’s Costs, Cash Flows and Financial Health
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.
Featured Stories
- Five stocks we like better than American Electric Power
- Nvidia CEO Issues Bold Tesla Call
- Your Bank Account Is No Longer Safe
- NEW LAW: Congress Approves Setup For Digital Dollar?
- Buy this Gold Stock Before May 2026
- What a Former CIA Agent Knows About the Coming Collapse
Receive News & Ratings for American Electric Power Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for American Electric Power and related companies with MarketBeat.com's FREE daily email newsletter.
