DailyIQ
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Sector:UtilitiesAll sectors
Last updated 46 minutes ago

AEP·American Electric Power Company, Inc.

$.
-. (-.%)
High
$131.00
Open
$130.19
Market Cap
71.22B
52W High
$139.44
Low
$129.40
P. Close
$130.90
P/E
19.49
52W Low
$100.72
Fwd P/E
87.12
Mean Target
$144.67
Technical Score (1D)
50
NEUTRAL
News Sentiment
67
BULLISH
American Electric Power (AEP) has engaged Worley for engineering services related to gas turbine projects in Oklahoma, signaling a commitment to modernizing its power generation infrastructure. This move aims to enhance the company's energy assets and upgrade its power generation capabilities. AEP is also identified as a utility poised to benefit from the substantial electricity demands of expanding AI infrastructure. While this presents a significant growth catalyst, current stock valuations are considered rich, potentially tempering near-term upside. Investors should watch for further details on the Oklahoma projects and how AEP plans to manage its valuation in light of the AI demand tailwinds.
Earnings Summary
American Electric Power (AEP) is a major vertically integrated utility company based in Columbus, Ohio, providing electricity generation, transmission, and distribution to millions of customers across the United States. Operating within the Utilities - Regulated Electric sector, AEP manages a diverse generation portfolio and an extensive transmission and distribution network, serving both retail and wholesale markets. The company's business model is underpinned by its significant regulated generating capacity and infrastructure assets. In its most recent reported quarters, AEP demonstrated a pattern of exceeding earnings expectations. For Q1 2026, the company reported an actual EPS of $1.64 against an estimate of $1.57, and revenue of $6.02 billion versus an estimate of $5.58 billion. This followed a Q4 2025 performance where actual EPS was $1.19, beating the estimate of $1.14, with actual revenue of $5.31 billion surpassing the estimate of $5.14 billion. Looking at the prior two quarters, Q3 2025 saw actual EPS of $1.80 narrowly miss the estimate of $1.81, while Q2 2025 reported actual EPS of $1.43, exceeding the estimate of $1.27. This indicates a recent trend of EPS beats, particularly in the most recent periods, alongside revenue growth. Historically, AEP has shown a trajectory of year-over-year growth, with notable instances of beating analyst estimates for both earnings and revenue. The company has a history of delivering solid financial results, often surpassing expectations, which contributes to its reputation as a stable investment. Recent news highlights a positive analyst sentiment, with TD Cowen reiterating a Buy rating and increasing its price target, recognizing AEP as a top long-term, low-risk stock pick. Furthermore, AEP's involvement in powering large-scale AI data center projects, such as Hut 8's Beacon Point campus, underscores its critical infrastructure role and aligns with a broader investor shift towards asset-heavy companies. Investors will be watching for continued execution on its infrastructure projects and its ability to meet the growing energy demands of technological advancements, as well as any strategic developments influenced by significant stakeholders like Icahn Capital, and the ongoing financial implications of its coal assets.

EPS

EstBeatMiss
$1.04$1.26$1.47$1.69$1.90Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.50 - -
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%
Q1'25$1.40$1.54+9.9%

Revenue

EstBeatMiss
$4.9B$5.3B$5.6B$5.9B$6.2BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$5.5B - -
Q1'26$5.6B$6.0B+7.9%
Q4'25$5.1B$5.3B+3.4%
Q3'25 - $6.0B -
Q2'25 - $5.1B -
Q1'25 - $5.5B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

AEP Stock Snapshot

AEP is currently trading at $129.90, giving American Electric Power Company, Inc. a market cap of 71.22B and a P/E ratio of 19.5. Today's range spans $129.40–$131.00, with shares opening at $130.19 and moving down $1.00 (0.8%) from the prior close. DailyIQ's technical score sits at 50/100 (HOLD) with a news sentiment reading of 67/100.

Over the past year AEP has traded between $100.72 and $139.44 - the current price is +29.0% off the 52-week low and -6.8% from the high. 30 analysts cover the stock with a Hold consensus and a mean 12-month target of $144.67 (range $129.00–$173.00), implying upside of +11.4%.

The technical picture for AEP is mixed - score 50/100, HOLD, with the stock at $129.90 (in the upper portion of its 52-week range) and sentiment bullish at 67/100. For a large-cap in Utilities with 71.22B in capitalization The current P/E ratio stands at 19.5., this is a fairly common pre-earnings or pre-macro-event posture. Annual range: $100.72–$139.44. Neutral signals at this size often resolve sharply once a catalyst provides directional conviction.

Portfolio construction in Utilities often uses large-cap names like AEP as tactical swing positions during neutral phases: cheap enough to overweight, liquid enough to exit quickly, and large enough to provide meaningful sector beta. The current 50/100 (HOLD) at $129.90 (in the upper portion of its 52-week range) and bullish sentiment (67/100) frame the position as a catalyst play within the $100.72–$139.44 annual range rather than a directional bet.