Janus Henderson Group PLC Has $290.89 Million Holdings in American Electric Power Company, Inc. $AEP

Janus Henderson Group PLC lifted its stake in shares of American Electric Power Company, Inc. (NASDAQ:AEP) by 8,776.8% in the 1st quarter, Holdings Channel reports. The fund owned 2,219,198 shares of the company’s stock after acquiring an additional 2,194,198 shares during the quarter. Janus Henderson Group PLC’s holdings in American Electric Power were worth $290,894,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Costello Asset Management INC boosted its stake in American Electric Power by 100.0% in the 1st quarter. Costello Asset Management INC now owns 200 shares of the company’s stock worth $26,000 after purchasing an additional 100 shares during the period. 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 during the period. Rakuten Securities Inc. lifted its holdings in shares of American Electric Power by 7,300.0% in the fourth quarter. Rakuten Securities Inc. now owns 222 shares of the company’s stock valued at $26,000 after purchasing an additional 219 shares in the last quarter. Optima Capital LLC bought a new stake in shares of American Electric Power in the fourth quarter valued at about $26,000. Finally, Union Savings Bank acquired a new position in shares of American Electric Power during the fourth quarter worth about $27,000. 75.24% of the stock is currently owned by institutional investors and hedge funds.

American Electric Power Price Performance

Shares of NASDAQ AEP opened at $127.78 on Friday. The stock has a market capitalization of $69.53 billion, a price-to-earnings ratio of 18.76, a PEG ratio of 2.32 and a beta of 0.52. The business has a 50-day moving average of $131.87 and a 200-day moving average of $129.77. The company has a debt-to-equity ratio of 1.42, a current ratio of 0.53 and a quick ratio of 0.39. American Electric Power Company, Inc. has a fifty-two week low of $105.70 and a fifty-two week high of $140.58.

American Electric Power (NASDAQ:AEP) last released 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). American Electric Power had a net margin of 16.29% and a return on equity of 10.21%. The company had revenue of $5.45 billion during the quarter, compared to analyst estimates of $5.34 billion. During the same period in the prior year, the firm posted $1.43 EPS. American Electric Power’s revenue was up 7.0% compared to the same quarter last year. American Electric Power has set its FY 2026 guidance at 6.250-6.550 EPS. As a group, sell-side analysts predict that American Electric Power Company, Inc. will post 6.35 earnings per share for the current fiscal year.

American Electric Power Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be given a dividend of $0.95 per share. The ex-dividend date of this dividend is Monday, August 10th. This represents a $3.80 annualized dividend and a dividend yield of 3.0%. American Electric Power’s payout ratio is 55.80%.

Key Stories Impacting American Electric Power

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

• Positive Sentiment: AEP raised its 2026 operating earnings guidance to $6.25–$6.55 per share, broadly in line with the $6.35 analyst consensus midpoint. Management cited robust demand from data centers and other large customers. American Electric Power lifts forecast as AI fuels electricity surge
• Positive Sentiment: The utility expanded expected new-load additions to 69 gigawatts through 2030 and secured approximately 13 GW of gas-fired turbine capacity, positioning it to benefit from accelerating power demand. It also expects up to $16 billion in cost offsets from load growth and $1.4 billion in customer savings from federal loan guarantees and grants. AEP Reports Second-Quarter 2026 Earnings, Raises Full-Year Guidance
• Neutral Sentiment: Second-quarter revenue increased 7% year over year, reflecting solid operating growth, but the company’s outlook remains dependent on executing substantial generation and transmission investments to serve new demand. AEP Q2 2026 Earnings Call Transcript
• Negative Sentiment: AEP reported second-quarter operating earnings of $1.36 per share, below estimates of approximately $1.48–$1.49 and down from $1.43 a year earlier. Tax timing and the impact of a prior transaction weighed on results. GAAP earnings fell to $1.31 per share from $2.29 in the prior-year quarter. American Electric Power misses Q2 earnings estimates

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the company. Citigroup increased their price objective on American Electric Power from $132.00 to $148.00 and gave the stock a “neutral” rating in a report on Wednesday, May 6th. BMO Capital Markets cut their target price on American Electric Power from $141.00 to $139.00 and set a “market perform” rating on the stock in a research note on Wednesday, July 22nd. Truist Financial upped their price target on American Electric Power from $145.00 to $146.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Mizuho raised their price target on shares of American Electric Power from $130.00 to $141.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. Finally, Seaport Research Partners upgraded shares of American Electric Power from a “neutral” rating to a “buy” rating and set a $145.00 price objective on the stock in a report on Monday, April 20th. Thirteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $141.71.

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.