AEP·American Electric Power Company, Inc.
AEP|Analyst Targets
AEP|Company Info
AEP|Insider Trading
AEP|Fundamentals
AEP|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $1.92 | - | - |
| Q2'26 | $1.51 | $1.36 | -10.0% |
| Q1'26 | $1.57 | $1.64 | +4.5% |
| Q4'25 | $1.14 | $1.19 | +4.3% |
| Q3'25 | $1.81 | $1.80 | -0.3% |
| Q2'25 | $1.27 | $1.43 | +12.8% |
Revenue
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $6.5B | - | - |
| Q2'26 | $5.4B | $5.4B | +0.9% |
| Q1'26 | $5.6B | $6.0B | +7.9% |
| Q4'25 | $5.1B | $5.3B | +3.4% |
| Q3'25 | - | $6.0B | - |
| Q2'25 | - | $5.1B | - |
AEP|Monthly Returns
Market Data
AEP Stock Snapshot
- Market cap
- 67.57B
- P/E ratio
- 21.5
- Day range
- $122.92 – $126.00
- News sentiment
- 70/100 · Bullish
- Analyst target
- $142.07 (+13.1%)
- Consensus
- Hold · 30 analysts
Price is in the middle of its 52-week range, and the momentum read backs that positioning up. The stock is liquid enough that positioning changes get absorbed without distorting the trend.
Reverse DCF
What growth is priced into AEP?
At today's price, American Electric Power Company, Inc. needs to grow free cash flow about 5.2% a year for the next 10 years to justify its valuation at a 6.00% cost of capital. Over its actual history it has compounded free cash flow at 4.7% a year, so the market is asking for 0.5 percentage points above its own delivered rate. On that basis AEP looks priced roughly in line with its own growth record.
- Implied FCF growth
- 5.2%
- Historical FCF CAGR
- 4.7%
- Growth gap
- +0.5 pts
- Verdict
- FAIR
- Discount rate (WACC)
- 6.00%
- Beta
- 0.37
Behaviour On Record
What AEP's own history says about today's numbers
- Realized volatility (21d)
- 13.0% 18th pct
- Below its peak
- -11.2%
- vs 200-day average
- -3.5%
- Up days (1y)
- 47%
American Electric Power Company, Inc. is currently running 13.0% annualised volatility over the last 21 sessions. Measured against AEP's own 13 years of daily returns rather than a market-wide average, that is the 18th percentile — unusually subdued by its own history, against a typical reading of 17.6%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.
AEP is trading -11.2% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -13.3%, and the deepest was -32.9% in 2020. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.
Price sits -3.5% from its 200-day moving average. Against every other day in its history, that gap ranks at the 20th percentile — a narrower gap than it typically runs. Over the past year AEP closed higher on 47% of sessions, and it is currently 5 sessions into a rising streak.
On October specifically: over 13 years of records, AEP finished the month higher 11 of 13 times, with a median return of +4.1% and an average of +4.0%. Its strongest month historically has been October at +4.0% on average, its weakest September at -1.9%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.
Overnight risk is measurable too: AEP has opened more than 2% away from the prior close in 37 of 3,266 sessions (1.1% of the time), with the largest gaps running +5.7% and -7.8%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.
Across the last 3 dated reports on file, AEP moved an average of 1.6% in the session after earnings, closing higher 1 of those 3 times, with a median move of -0.2% and a largest of -2.8%.
All figures computed from 3,267 daily closes between 2013-10-14 and 2026-10-09, split-adjusted, recomputed daily. Percentiles are against AEP's own 13-year history, not a peer group or index.
Sector Rotation
Is money rotating into or out of AEP's sector?
American Electric Power Company, Inc. sits in the Utilities sector, currently ranked 4th of 12 GICS sectors by relative-strength rotation score (improving).
- Sector rank
- #4 of 12
- Sector state
- Improving
- Sector rotation score
- 73
Analyst Rating Changes
Are analysts turning bullish or bearish on AEP?
Keybanc most recently upgraded American Electric Power Company, Inc. to Overweight on Oct 13, 2026 with a price target of $133. Over the last 90 days, coverage has run 1 upgrade against 1 downgrade, a net mixed lean.
- Latest action
- Keybanc — Overweight
- 90-day upgrades
- 1
- 90-day downgrades
- 1
- Net rating momentum
- 0
Earnings Release, Scored
What did American Electric Power Company, Inc.'s latest earnings release say?
Most important lines
- 1
Raises full-year 2026 operating earnings guidance to $6.25 to $6.55 per share
Guidance raisedNew this quarter - 2
Supports affordability with up to $16 billion in expected cost offsets from load growth and $1.4 billion in expected customer savings from federal loan guarantees and grants
Guidance raisedNew this quarter - 3
Expands new load additions to 69 gigawatts (GW) through 2030
Guidance raisedNew this quarter
Peers & ETF holders
AEP peers & ETF holders
Utilities - Regulated ElectricMarket cap · today
News Sentiment Analysis
Sentiment gathered from recent headlines
Recent News Coverage
Most recent articles, ranked by recency (click to expand).
Technical Analysis
Real-time indicators across multiple timeframes
| Manager | Trend | Shares Held | % of Co. | Position Value | Filed |
|---|---|---|---|---|---|
| BlackRock, Inc. | ▲ Buy | 51,024,057 | 9.48% | $6.98B | 2026-08-07 |
| Vanguard Group Inc | ▲ Buy | 52,496,895 | 9.76% | $6.05B | 2026-01-29 |
| Invesco Ltd. | ▲ Buy | 19,527,874 | 3.63% | $2.67B | 2026-08-14 |
| Morgan Stanley | ▲ Buy | 18,980,444 | 3.53% | $2.60B | 2026-08-13 |
| Geode Capital Management, LLC | ▲ Buy | 14,404,302 | 2.68% | $1.96B | 2026-08-12 |
| Wellington Management Group LLP | ▲ Buy | 13,872,005 | 2.58% | $1.90B | 2026-08-14 |
| Bank of America Corp | ▲ Buy | 12,269,851 | 2.28% | $1.68B | 2026-08-14 |
| Goldman Sachs Group Inc | ▲ Buy | 10,965,480 | 2.04% | $1.50B | 2026-08-14 |
| FMR LLC (Fidelity) | ▲ Buy | 9,302,934 | 1.73% | $1.27B | 2026-08-13 |
| AllianceBernstein L.P. | ▲ Buy | 5,398,220 | 1.00% | $707.60M | 2026-08-14 |
| Northern Trust Corp | ▼ Sell | 4,651,077 | 0.86% | $636.31M | 2026-08-13 |
| Millennium Management LLC | ▲ Buy | 4,488,072 | 0.83% | $614.01M | 2026-08-14 |
| Citigroup Inc | ▲ Buy | 4,363,855 | 0.81% | $597.02M | 2026-08-03 |
| Wells Fargo & Company | ▲ Buy | 3,996,112 | 0.74% | $546.71M | 2026-08-14 |
| JPMorgan Chase & Co | ▲ Buy | 2,493,480 | 0.46% | $344.03M | 2026-08-12 |
| Janus Henderson Group plc | ▲ Buy | 2,219,198 | 0.41% | $290.89M | 2026-05-18 |
| Point72 Asset Management, L.P. | ▲ Buy | 1,616,644 | 0.30% | $221.17M | 2026-08-14 |
| Capital Research Global Investors | ▲ Buy | 1,506,641 | 0.28% | $206.12M | 2026-08-12 |
| AQR Capital Management LLC | ▼ Sell | 1,291,088 | 0.24% | $176.35M | 2026-08-14 |
| Adage Capital Partners GP, L.L.C. | ▲ Buy | 1,002,906 | 0.19% | $137.21M | 2026-08-14 |
| Soros Fund Management LLC | ▼ Sell | 768,000 | 0.14% | $105.07M | 2026-08-14 |
| Neuberger Berman Group LLC | ▲ Buy | 615,589 | 0.11% | $84.22M | 2026-08-13 |
| Prudential Financial Inc | ▼ Sell | 608,987 | 0.11% | $83.32M | 2026-08-12 |
| ExodusPoint Capital Management, LP | ▲ Buy | 409,847 | 0.08% | $56.07M | 2026-08-14 |
| Marshall Wace, LLP | ▲ Buy | 396,968 | 0.07% | $54.31M | 2026-08-13 |
| Member | Chamber | State | Type | Amount | Traded | Filed |
|---|---|---|---|---|---|---|
| David J. Taylor | House | OH02 | ▲ Buy | $1K - $15K | 2026-08-26 | 2026-09-05 |
| David J. Taylor | House | OH02 | ▲ Buy | $1K - $15K | 2026-06-05 | 2026-06-12 |
| David J. Taylor | House | OH02 | ▼ Sell | $1K - $15K | 2026-02-26 | 2026-03-06 |
| David J. Taylor | House | OH02 | ▲ Buy | $1K - $15K | 2026-01-16 | 2026-02-02 |
| David J. Taylor | House | OH02 | ▼ Sell | $1K - $15K | 2025-11-03 | 2025-11-18 |
| Rick Larsen | House | WA02 | ▲ Buy | $1K - $15K | 2025-10-06 | 2025-10-16 |
| David J. Taylor | House | OH02 | ▲ Buy | $1K - $15K | 2025-09-22 | 2025-10-07 |
| George Whitesides | House | CA27 | ▼ Sell | $15K - $50K | 2025-03-24 | 2025-04-23 |
| David J. Taylor | House | OH02 | ▼ Sell | $1K - $15K | 2025-03-10 | 2025-04-03 |
| Virginia Foxx | House | NC05 | ▲ Buy | $1K - $15K | 2024-12-06 | 2025-01-06 |
| Gary Peters | Senate | MI | ▲ Buy | $1K - $15K | 2021-01-15 | 2021-02-02 |
| Gary Peters | Senate | MI | ▲ Buy | $1K - $15K | 2020-12-14 | 2021-01-05 |
| Susan M. Collins | Senate | ME | ▼ Sell | $1K - $15K | 2014-03-14 | 2014-03-25 |