DailyIQ
Last updated1 minute ago

AEP·American Electric Power Company, Inc.

$125.64
+1.41 (+1.13%)
Overnight$125.59-0.05 (-0.04%)
High
$126.00
Open
$125.57
Market Cap
67.57B
52W High
$140.58
Low
$122.92
P. Close
$125.64
P/E
21.51
52W Low
$112.53
Fwd P/E
18.31
DailyIQ Est.
$145.22
Inst. Ownership
44.7%
Short Interest
5.48%
Days to Cover
6.3
Div. Yield
3.03%
Next Ex-Div
~Nov 10
Div. Growth
16+ yrs
NewEarnings release, scored · filed Jul 30, 2026Guidance raised · tone -0.3 vs prior release · 59 lines scoredSee the breakdown
Technical Score (1D)
82
BULLISH
News Sentiment
70
BULLISH
On Oct 13, American Electric Power announced it would acquire up to 1.6 gigawatts of power generation equipment from Mainspring Energy through 2034, targeting the rising electricity demand of artificial intelligence data centers. On Oct 13, the purchase, which includes a first tranche of 190 megawatts slated for installation in 2027 and an option for additional 200 megawatts annually through 2034, positions AEP to expand its flexible generation capacity, though deployment locations and grid integration remain undecided. On Oct 13, AEP also agreed to purchase up to 1.6 gigawatts of mobile power generators from Mainspring Energy for potentially more than $4 billion over eight years, reinforcing its strategy to enhance grid reliability with affordable, scalable power capacity. On Oct 13, the company secured up to $3.26 billion in federal funding to modernize its Texas grid, with the grant supporting infrastructure upgrades, smart‑grid technology, and resilience improvements across the state. On Oct 13, the funding is expected to enhance reliability, reduce outage risks, and position AEP for future growth, while the acquisition of Mainspring’s linear generators represents the largest procurement of such technology to date. On Oct 13, the announcement was well received by investors, reflected in a modest share price increase.
LOW TARGET
$120 -4.5%
2 analysts
MEAN TARGET
$142 +13.1%
16 analysts
HIGH TARGET
$173 +37.8%
12 analysts
PRICE RANGE
$120.00 - $173.00
SB / B / H / S / SS
6/10/12/1/1
DAILYIQ EST.
$145.22 (+15.6%)
Sector
Utilities
Industry
Utilities - Regulated Electric
Exchange
NMS
Country
United States
Website
Symbol
AEP
Description
American Electric Power (AEP) is a vertically integrated utility company operating primarily in the United States, providing electricity to both retail and wholesale markets. The company's core business revolves around the generation, transmission, and distribution of power to a customer base of 5.6 million through approximately 225,000 miles of distribution lines. AEP's diverse generation portfolio includes coal, natural gas, renewable sources, and nuclear power, supported by a significant transmission infrastructure of 40,000 miles. With a regulated generating capacity of 23,000 MWs, AEP also engages in energy trading and marketing activities, solidifying its position as a key player in the electricity sector. Established in 1906, AEP is headquartered in Columbus, Ohio.
Bought (1Y)
0 shares
$0
Sold (1Y)
11,811 shares
$1.5M
Berntsen RobertExecutive Vice President
Tax Withholding1,425 shares2026-10-01
Ferneau Kelly JExecutive Vice President
Tax Withholding362 shares2026-10-01
Tucker Sara Martinez-
Award/Grant0 shares2026-09-30
Roberts Daryl-
Award/Grant0 shares2026-09-30
McCarthy Margaret M-
Award/Grant0 shares2026-09-30
75/ 100
Bullish
Overall: Bullish
✓Revenue growing year over year
✓Positive net margin
✓Positive operating cash flow
Net Margin
17.0%
Revenue CAGR
2.7%
Current Ratio
0.45x
Debt / Equity
1.52x
Return on Equity
11.9%
Earnings Summary

EPS

EstBeatMiss
$1.02$1.28$1.53$1.78$2.03Q2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
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

EstBeatMiss
$4.9B$5.3B$5.8B$6.2B$6.7BQ2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
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 -

Market Data

AEP Stock Snapshot

BULLISH82/100
$125.59−$0.05 (0.0%)
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
52-week range+11.6% off low · -10.7% from high
$112.53$140.58
Price $125.59 DailyIQ Est. $145.22

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?

FAIR

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

Options Market

What is the options market pricing for AEP?

CallsPuts

For American Electric Power Company, Inc.'s nearest expiry (2026-11-20, 37 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.20).

Put/call ratio (2026-11-20)
0.20
Total open interest
6

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
DateFirmActionRatingPrice target
Oct 13, 2026KeybancUpgradeSector Weight → Overweight$133
Oct 12, 2026BarclaysMaintainedEqual-Weight$129 → $120
Sep 18, 2026Morgan StanleyMaintainedOverweight$135 → $128
Aug 21, 2026Morgan StanleyMaintainedOverweight$139 → $135
Aug 17, 2026Truist SecuritiesMaintainedBuy$146 → $139
Aug 5, 2026CitigroupMaintainedNeutral$148 → $142
Aug 3, 2026BarclaysMaintainedEqual-Weight$138 → $129
Jul 31, 2026MizuhoMaintainedNeutral$141 → $135
Jul 22, 2026Morgan StanleyMaintainedOverweight$136 → $139
Jul 22, 2026BMO CapitalMaintainedMarket Perform$141 → $139
Jul 17, 2026Truist SecuritiesMaintainedBuy$145 → $146
Jul 16, 2026Goldman SachsDowngradeBuy → Neutral$147

Earnings Release, Scored

What did American Electric Power Company, Inc.'s latest earnings release say?

Filed Jul 30, 2026 · SEC Form 8-K, Exhibit 99

Guidance raised
Tone73.2/ 100-0.3 vs prior release
Hedging words0.70per 100 words+0.14 vs prior release
Tone, last 2 releasesScale 50–79

Most important lines

  1. 1

    Raises full-year 2026 operating earnings guidance to $6.25 to $6.55 per share

    Guidance raisedNew this quarter
  2. 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. 3

    Expands new load additions to 69 gigawatts (GW) through 2030

    Guidance raisedNew this quarter

Peers & ETF holders

AEP peers & ETF holders

News Sentiment Analysis

Sentiment gathered from recent headlines

70/100
Strong NegativeNeutralStrong Positive
BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles
What did this article say?
American Electric Power announced it would acquire up to 1.6 gigawatts of power generation equipment from Mainspring Energy through 2034. The purchase aims to meet rising electricity demand from artificial intelligence data centers. The deal positions AEP to expand its generation capacity and support future growth in high‑energy‑consumption markets. The announcement was well received by investors, reflected in a modest share price increase.
What did this article say?
American Electric Power agreed to purchase up to 1.6 gigawatts of mobile power generators from Mainspring Energy for potentially more than $4 billion over eight years, with the first 190 megawatts slated for installation in 2027 and an option for additional 200 megawatts annually through 2034. The deal positions AEP to expand its flexible generation capacity, though deployment locations and grid integration remain undecided.
What did this article say?
American Electric Power secured up to $3.26 billion in federal funding to modernize its Texas grid. The grant will support infrastructure upgrades, smart‑grid technology, and resilience improvements across the state. The funding is expected to enhance reliability, reduce outage risks, and position AEP for future growth. This material upside reflects a confirmed, significant capital infusion for the company.
What did this article say?
On October 13, 2026, American Electric Power (AEP) signed a landmark agreement with Mainspring Energy to acquire up to 1.6 gigawatts of linear generators through 2034. AEP’s first tranche of 190 megawatts was ordered for delivery beginning in 2027, marking the largest procurement of Mainspring’s technology to date. The deal expands Mainspring’s reach into the investor‑owned utility sector and positions AEP to enhance grid reliability with affordable, scalable power capacity.
What did this article say?
KeyBanc upgraded American Electric Power to an overweight rating on October 13, citing the company’s solid fundamentals and growth prospects. The brokerage set a new price target of $133, reflecting confidence in AEP’s earnings trajectory. The upgrade follows a broader positive outlook for the utilities sector and aligns with the firm’s assessment of AEP’s competitive positioning.
What did this article say?
Keybanc analyst Sophie Karp upgraded American Electric Power (AEP) from Sector Weight to Overweight on October 13. The firm also set a new $133 price target for the stock. The upgrade reflects confidence in AEP’s earnings outlook and its position within the utilities sector.
What did this article say?
American Electric Power announced a $78 billion capital plan to meet data‑center demand through 2030, financed through substantial borrowing and equity sales. The company also raised 2026 earnings guidance while its dividend‑increase pace has quietly slowed, creating a funding gap between cash generation and dividend commitments. Analysts warn that the combination of high leverage and a shrinking dividend raise could erode income for investors if cash flow does not improve. The risk profile hinges on whether AEP can generate sufficient earnings to support both the buildout and dividend obligations.
What did this article say?
American Electric Power (AEP) announced that its Muskie Data Campus will double its contracted power capacity from 500 MW to 1 GW, with the second 500 MW phase now slated for 2029 instead of 2030. The expansion is part of a restated electric service agreement with Kentucky Power, a unit of AEP, and is subject to approval by the Kentucky Public Service Commission. The earlier ramp‑up of the first phase is expected to begin in 2028, potentially accelerating AEP’s data center power supply and enhancing its service portfolio in eastern Kentucky.
What did this article say?
American Electric Power’s Kentucky Power announced an amended agreement to double its contracted electric demand with TeraWulf, raising the Muskie Data campus load to one gigawatt. The deal, pending approval from the Kentucky Public Service Commission, is expected to generate $100 million in winter bill credits for customers over the first decade. It also accelerates the second 500‑megawatt phase to 2029 and includes TeraWulf’s payment of estimated financing costs for a planned 760‑megawatt combined‑cycle plant at Big Sandy.

Technical Analysis

Real-time indicators across multiple timeframes

82
BULLISH
Momentum rank against about 1,000 stocks and ETFs for this timeframe.
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Institutional & Hedge Fund Ownership
25 tracked managers · $31.47B combined position · 21 adding, 4 trimming, 0 unchanged (latest 13F filings)
ManagerTrendShares Held% of Co.Position ValueFiled
BlackRock, Inc.▲ Buy51,024,0579.48%$6.98B2026-08-07
Vanguard Group Inc▲ Buy52,496,8959.76%$6.05B2026-01-29
Invesco Ltd.▲ Buy19,527,8743.63%$2.67B2026-08-14
Morgan Stanley▲ Buy18,980,4443.53%$2.60B2026-08-13
Geode Capital Management, LLC▲ Buy14,404,3022.68%$1.96B2026-08-12
Wellington Management Group LLP▲ Buy13,872,0052.58%$1.90B2026-08-14
Bank of America Corp▲ Buy12,269,8512.28%$1.68B2026-08-14
Goldman Sachs Group Inc▲ Buy10,965,4802.04%$1.50B2026-08-14
FMR LLC (Fidelity)▲ Buy9,302,9341.73%$1.27B2026-08-13
AllianceBernstein L.P.▲ Buy5,398,2201.00%$707.60M2026-08-14
Northern Trust Corp▼ Sell4,651,0770.86%$636.31M2026-08-13
Millennium Management LLC▲ Buy4,488,0720.83%$614.01M2026-08-14
Citigroup Inc▲ Buy4,363,8550.81%$597.02M2026-08-03
Wells Fargo & Company▲ Buy3,996,1120.74%$546.71M2026-08-14
JPMorgan Chase & Co▲ Buy2,493,4800.46%$344.03M2026-08-12
Janus Henderson Group plc▲ Buy2,219,1980.41%$290.89M2026-05-18
Point72 Asset Management, L.P.▲ Buy1,616,6440.30%$221.17M2026-08-14
Capital Research Global Investors▲ Buy1,506,6410.28%$206.12M2026-08-12
AQR Capital Management LLC▼ Sell1,291,0880.24%$176.35M2026-08-14
Adage Capital Partners GP, L.L.C.▲ Buy1,002,9060.19%$137.21M2026-08-14
Soros Fund Management LLC▼ Sell768,0000.14%$105.07M2026-08-14
Neuberger Berman Group LLC▲ Buy615,5890.11%$84.22M2026-08-13
Prudential Financial Inc▼ Sell608,9870.11%$83.32M2026-08-12
ExodusPoint Capital Management, LP▲ Buy409,8470.08%$56.07M2026-08-14
Marshall Wace, LLP▲ Buy396,9680.07%$54.31M2026-08-13
Q2 2026 flow:37.46M sh bought ($5.13B)988.3K sh sold ($135.15M)net +36.48M sh (+$4.99B)
Congressional Trading Activity
13 disclosed trades · ~$128.5K est. traded value · 8 buys, 5 sells
MemberChamberStateTypeAmountTradedFiled
David J. TaylorHouseOH02▲ Buy$1K - $15K2026-08-262026-09-05
David J. TaylorHouseOH02▲ Buy$1K - $15K2026-06-052026-06-12
David J. TaylorHouseOH02▼ Sell$1K - $15K2026-02-262026-03-06
David J. TaylorHouseOH02▲ Buy$1K - $15K2026-01-162026-02-02
David J. TaylorHouseOH02▼ Sell$1K - $15K2025-11-032025-11-18
Rick LarsenHouseWA02▲ Buy$1K - $15K2025-10-062025-10-16
David J. TaylorHouseOH02▲ Buy$1K - $15K2025-09-222025-10-07
George WhitesidesHouseCA27▼ Sell$15K - $50K2025-03-242025-04-23
David J. TaylorHouseOH02▼ Sell$1K - $15K2025-03-102025-04-03
Virginia FoxxHouseNC05▲ Buy$1K - $15K2024-12-062025-01-06
Gary PetersSenateMI▲ Buy$1K - $15K2021-01-152021-02-02
Gary PetersSenateMI▲ Buy$1K - $15K2020-12-142021-01-05
Susan M. CollinsSenateME▼ Sell$1K - $15K2014-03-142014-03-25