American Electric Power Company, Inc. $AEP Shares Sold by LSV Asset Management

LSV Asset Management decreased its stake in shares of American Electric Power Company, Inc. (NASDAQ:AEP) by 7.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 57,500 shares of the company’s stock after selling 4,700 shares during the quarter. LSV Asset Management’s holdings in American Electric Power were worth $6,469,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. PFG Investments LLC raised its holdings in American Electric Power by 0.3% in the third quarter. PFG Investments LLC now owns 24,823 shares of the company’s stock valued at $2,793,000 after acquiring an additional 83 shares in the last quarter. Strategic Advisors LLC increased its position in shares of American Electric Power by 0.3% in the 3rd quarter. Strategic Advisors LLC now owns 26,605 shares of the company’s stock valued at $2,993,000 after purchasing an additional 87 shares during the last quarter. SBI Securities Co. Ltd. raised its holdings in shares of American Electric Power by 16.2% in the 3rd quarter. SBI Securities Co. Ltd. now owns 632 shares of the company’s stock valued at $71,000 after purchasing an additional 88 shares in the last quarter. Cary Street Partners Investment Advisory LLC raised its holdings in shares of American Electric Power by 12.7% in the 2nd quarter. Cary Street Partners Investment Advisory LLC now owns 791 shares of the company’s stock valued at $82,000 after purchasing an additional 89 shares in the last quarter. Finally, LFA Lugano Financial Advisors SA lifted its position in shares of American Electric Power by 6.8% during the 3rd quarter. LFA Lugano Financial Advisors SA now owns 1,412 shares of the company’s stock worth $159,000 after purchasing an additional 90 shares during the last quarter. Hedge funds and other institutional investors own 75.24% of the company’s stock.

American Electric Power News Summary

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

• Positive Sentiment: AEP beat Q4 EPS and revenue estimates, reaffirmed FY2026 operating EPS guidance of $6.15–$6.45 and reiterated 7%–9% long‑term earnings growth — supports the rally. AEP Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: AEP said contracted large‑load pipeline doubled to 56 GW (data centers) by 2030 — a major demand catalyst that underpins higher transmission/distribution investment and revenue visibility. AEP contracted large load pipeline doubles to 56 GW
• Positive Sentiment: Company expanded its five‑year capital plan (> $72B) and identified $5B–$8B of incremental investment opportunities to meet surging electricity demand — suggests sustained higher capex and regulated rate base growth. AEP expands spending plan, beats profit estimates
• Positive Sentiment: Goldman Sachs raised its price target to $141 and maintained a Buy rating, giving additional analyst support for upside. Goldman Sachs adjusts price target on American Electric Power to $141
• Neutral Sentiment: Mizuho nudged its target to $130 with a Neutral rating — less bullish than Goldman, so not a major directional driver. AEP price target raised at Mizuho
• Neutral Sentiment: Multiple analyst writeups and presentations highlight data centers as a multi‑year catalyst; useful context but mostly reiterative analysis. Seeking Alpha: Data Centers Are A Catalyst
• Neutral Sentiment: Short‑interest notes in some feeds show odd/zero values (likely reporting artifacts) and are not a reliable driver of today’s move.
• Negative Sentiment: TipRanks flagged a new risk about trade‑policy and geopolitical shifts that could raise procurement costs and pressure cash flows over time — a longer‑term risk to margins and capital program costs. TipRanks: Trade Policy Shifts and Geopolitical Risks Threaten AEP

Insider Buying and Selling

In other news, Director Benjamin G. S. Fowke III sold 5,000 shares of the stock in a transaction dated 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 in the company, valued at approximately $2,980,082.86. This represents a 16.18% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.07% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently commented on AEP. Citigroup increased their target price on American Electric Power from $111.00 to $132.00 and gave the company a “neutral” rating in a report on Friday, October 31st. BMO Capital Markets upped their price objective on American Electric Power from $123.00 to $125.00 and gave the stock a “market perform” rating in a research report on Tuesday, January 27th. Bank of America lowered American Electric Power from a “buy” rating to a “neutral” rating and cut their target price for the stock from $131.00 to $122.00 in a research report on Monday, January 12th. Scotiabank boosted their target price on American Electric Power from $121.00 to $131.00 and gave the stock a “sector perform” rating in a research note on Tuesday, December 16th. Finally, Siebert Williams Shank assumed coverage on American Electric Power in a report on Thursday, December 18th. They issued a “buy” rating and a $137.00 price target for the company. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, American Electric Power has an average rating of “Moderate Buy” and an average price target of $129.28.

American Electric Power Stock Up 2.8%

Shares of NASDAQ AEP opened at $129.94 on Monday. The business has a 50-day moving average price of $117.58 and a 200 day moving average price of $116.02. The stock has a market cap of $70.28 billion, a PE ratio of 19.39, a price-to-earnings-growth ratio of 3.10 and a beta of 0.62. The company has a quick ratio of 0.33, a current ratio of 0.45 and a debt-to-equity ratio of 1.37. American Electric Power Company, Inc. has a 52-week low of $97.46 and a 52-week high of $130.07.

American Electric Power (NASDAQ:AEP) last released 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 company had revenue of $5.32 billion for the quarter, compared to analyst estimates of $5.07 billion. American Electric Power had a return on equity of 10.46% and a net margin of 16.37%.The firm’s revenue was up 13.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.24 earnings per share. American Electric Power has set its FY 2026 guidance at 6.150-6.450 EPS. Equities research analysts forecast that American Electric Power Company, Inc. will post 5.87 earnings per share for the current year.

American Electric Power Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be given a dividend of $0.95 per share. This represents a $3.80 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Tuesday, February 10th. American Electric Power’s dividend payout ratio (DPR) is presently 56.72%.

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.