Robeco Institutional Asset Management B.V. Sells 17,305 Shares of American Electric Power Company, Inc. $AEP

Robeco Institutional Asset Management B.V. reduced its stake in American Electric Power Company, Inc. (NASDAQ:AEP) by 31.0% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 38,524 shares of the company’s stock after selling 17,305 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in American Electric Power were worth $4,570,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in AEP. Costello Asset Management INC raised its position in shares of American Electric Power by 100.0% in the first quarter. Costello Asset Management INC now owns 200 shares of the company’s stock valued at $26,000 after purchasing an additional 100 shares during the period. Elevation Wealth Partners LLC lifted its stake in shares of American Electric Power by 118.0% in the second quarter. Elevation Wealth Partners LLC now owns 194 shares of the company’s stock worth $27,000 after buying an additional 105 shares during the last quarter. Parvin Asset Management LLC bought a new stake in shares of American Electric Power during the 2nd quarter worth $27,000. Caitlin John LLC bought a new stake in shares of American Electric Power during the 2nd quarter worth $27,000. Finally, Premier Financial Group bought a new stake in shares of American Electric Power during the 2nd quarter worth $28,000. Institutional investors own 75.24% of the company’s stock.

Insider Activity at American Electric Power

In other news, CAO Kate Dixon sold 2,000 shares of the company’s stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $125.00, for a total transaction of $250,000.00. Following the completion of the transaction, the chief accounting officer owned 15,856 shares of the company’s stock, valued at approximately $1,982,000. This represents a 11.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.05% of the company’s stock.

American Electric Power Trading Down 0.7%

Shares of American Electric Power stock opened at $129.69 on Friday. The company’s fifty day simple moving average is $122.99 and its 200-day simple moving average is $128.48. The company has a market cap of $70.60 billion, a price-to-earnings ratio of 22.25, a PEG ratio of 2.68 and a beta of 0.48. The company has a current ratio of 0.50, a quick ratio of 0.38 and a debt-to-equity ratio of 1.44. American Electric Power Company, Inc. has a 1 year low of $112.54 and a 1 year high of $140.58.

American Electric Power (NASDAQ:AEP) last announced its earnings results on Thursday, July 30th. The company reported $1.36 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.12). The company had revenue of $5.45 billion for the quarter, compared to the consensus estimate of $5.34 billion. American Electric Power had a return on equity of 9.95% and a net margin of 13.78%. The company’s revenue was up 7.0% compared to the same quarter last year. During the same period last year, the firm posted $1.43 EPS. American Electric Power has set its FY 2026 guidance at 6.250-6.550 EPS. As a group, sell-side analysts expect that American Electric Power Company, Inc. will post 6.40 EPS for the current year.

American Electric Power Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Tuesday, November 10th will be issued a dividend of $0.97 per share. This represents a $3.88 annualized dividend and a dividend yield of 3.0%. The ex-dividend date is Tuesday, November 10th. This is a positive change from American Electric Power’s previous quarterly dividend of $0.95. American Electric Power’s payout ratio is presently 65.18%.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on AEP shares. Citigroup dropped their target price on shares of American Electric Power from $148.00 to $142.00 and set a “neutral” rating on the stock in a report on Wednesday, August 5th. HSBC assumed coverage on shares of American Electric Power in a research report on Thursday. They set a “buy” rating and a $145.90 target price for the company. KeyCorp upgraded shares of American Electric Power from a “sector weight” rating to an “overweight” rating and set a $133.00 price target for the company in a report on Monday, October 12th. Jefferies Financial Group decreased their price target on shares of American Electric Power from $148.00 to $145.00 and set a “buy” rating for the company in a report on Thursday. Finally, Morgan Stanley lifted their price objective on American Electric Power from $128.00 to $130.00 and gave the stock an “overweight” rating in a research note on Wednesday. Sixteen investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $138.70.

More American Electric Power News

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

• Positive Sentiment: HSBC initiated coverage with a Buy rating and a $145.90 price target, implying meaningful upside from recent levels. Jefferies also maintains a target well above the stock, although it reduced its target to $146 from $148. HSBC coverage article Jefferies price target article
• Positive Sentiment: AI-related electricity demand is strengthening AEP’s growth outlook. The company has contracted large-load capacity additions of 69 gigawatts through 2030, with approximately 90% tied to data centers and cryptocurrency customers. AEP expects operating EPS to grow at more than 9% annually through 2030. AEP dividend and data-center demand article
• Positive Sentiment: AEP raised its quarterly dividend by 2% to $0.97 per share, bringing the forward yield to roughly 3%. Its approximately 65% trailing payout ratio is expected to decline toward 55%, suggesting improved dividend coverage as earnings grow.
• Positive Sentiment: AEP recently moved above its 200-day moving average, a technical signal that some investors interpret as evidence of improving long-term momentum. AEP moving average article
• Neutral Sentiment: Wall Street is focused on AEP’s third-quarter results and key operating metrics. The earnings preview could increase volatility as investors assess whether demand growth is translating into revenue and earnings performance. AEP earnings preview
• Negative Sentiment: Analysts are questioning whether AEP’s aggressive investment required to serve data centers could pressure cash flow and dividend safety. The company’s debt-to-equity ratio is already elevated, making financing and execution risks important issues for income-focused shareholders. AEP dividend risk comparison

American Electric Power Profile

American Electric Power (NASDAQ:AEP) is an electric utility holding company that generates, transmits and distributes electricity to residential, commercial, industrial and institutional customers. Through its operating companies, AEP provides regulated electric service and manages power generation assets using a mix of energy resources, including natural gas, coal, nuclear, hydroelectric and renewable energy.

AEP operates one of the largest electric transmission systems in the United States and supplies electricity across portions of Arkansas, Indiana, Kentucky, Louisiana, Michigan, Ohio, Oklahoma, Tennessee, Texas, Virginia and West Virginia.