American Electric Power Company, Inc. $AEP Shares Sold by Harel Insurance Investments & Financial Services Ltd.

Harel Insurance Investments & Financial Services Ltd. decreased its holdings in shares of American Electric Power Company, Inc. (NASDAQ:AEP) by 89.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 583 shares of the company’s stock after selling 4,892 shares during the quarter. Harel Insurance Investments & Financial Services Ltd.’s holdings in American Electric Power were worth $67,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Activest Wealth Management boosted its holdings in shares of American Electric Power by 72.2% during the fourth quarter. Activest Wealth Management now owns 217 shares of the company’s stock worth $25,000 after purchasing an additional 91 shares during the last quarter. Rakuten Securities Inc. boosted its holdings in shares of American Electric Power by 7,300.0% during the fourth quarter. Rakuten Securities Inc. now owns 222 shares of the company’s stock worth $26,000 after purchasing an additional 219 shares during the last quarter. Optima Capital LLC acquired a new stake in shares of American Electric Power during the fourth quarter worth $26,000. Meeder Asset Management Inc. acquired a new stake in shares of American Electric Power during the third quarter worth $26,000. Finally, Dogwood Wealth Management LLC boosted its holdings in shares of American Electric Power by 330.2% during the third quarter. Dogwood Wealth Management LLC now owns 228 shares of the company’s stock worth $26,000 after purchasing an additional 175 shares during the last quarter. Institutional investors and hedge funds own 75.24% of the company’s stock.

Insider Activity

In other news, EVP Phillip R. Ulrich sold 4,106 shares of American Electric Power stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $132.08, for a total transaction of $542,320.48. Following the sale, the executive vice president directly owned 42,263 shares of the company’s stock, valued at approximately $5,582,097.04. The trade was a 8.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Kelly J. Ferneau sold 1,351 shares of American Electric Power stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $131.46, for a total value of $177,602.46. Following the sale, the executive vice president directly owned 15,410 shares in the company, valued at approximately $2,025,798.60. The trade was a 8.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.05% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the company. Weiss Ratings restated a “buy (b)” rating on shares of American Electric Power in a report on Wednesday, January 21st. Barclays lifted their target price on American Electric Power from $135.00 to $136.00 and gave the company an “equal weight” rating in a report on Wednesday. Citigroup lifted their target price on American Electric Power from $132.00 to $148.00 and gave the company a “neutral” rating in a report on Wednesday. Wolfe Research upgraded American Electric Power from a “peer perform” rating to an “outperform” rating and set a $142.00 target price on the stock in a report on Friday, February 13th. Finally, UBS Group lifted their target price on American Electric Power from $132.00 to $135.00 in a report on Monday, March 9th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, American Electric Power has a consensus rating of “Moderate Buy” and an average target price of $141.24.

American Electric Power Trading Down 0.6%

NASDAQ:AEP opened at $131.76 on Friday. The business’s 50-day moving average is $132.70 and its two-hundred day moving average is $124.16. The company has a debt-to-equity ratio of 1.42, a current ratio of 0.53 and a quick ratio of 0.33. American Electric Power Company, Inc. has a 12 month low of $97.46 and a 12 month high of $139.44. The firm has a market capitalization of $71.69 billion, a PE ratio of 19.35, a price-to-earnings-growth ratio of 3.11 and a beta of 0.56.

American Electric Power (NASDAQ:AEP) last released its quarterly earnings data on Tuesday, May 5th. The company reported $1.64 EPS for the quarter, beating the consensus estimate of $1.57 by $0.07. American Electric Power had a return on equity of 10.21% and a net margin of 16.29%.The company had revenue of $6.02 billion for the quarter, compared to analyst estimates of $5.72 billion. During the same period last year, the company posted $1.54 earnings per share. The firm’s revenue was up 10.2% compared to the same quarter last year. American Electric Power has set its FY 2026 guidance at 6.120-6.420 EPS. Research analysts predict that American Electric Power Company, Inc. will post 6.34 earnings per share for the current fiscal year.

American Electric Power Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be given a $0.95 dividend. The ex-dividend date of this dividend is Friday, May 8th. This represents a $3.80 annualized dividend and a yield of 2.9%. American Electric Power’s dividend payout ratio (DPR) is 56.72%.

Key Headlines Impacting American Electric Power

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

• Positive Sentiment: AEP reported better?than?expected Q1 results and several analysts raised forecasts following the print, supporting upside to consensus estimates. These Analysts Increase Their Forecasts On American Electric Power After Better-Than-Expected Q1 Earnings
• Positive Sentiment: GAAP net income rose ~9% in Q1 (reported $874M), reinforcing the operational beat and supporting rate?base growth narratives. AEP Q1 2026 GAAP earnings rise 9% to $874m
• Positive Sentiment: Wells Fargo raised its price target to $148 and moved to an “overweight” rating, signaling buy-side support and implying double-digit upside from current levels. Wells Fargo PT raise
• Positive Sentiment: AEP said contracted capacity expectations could surge to ~63 GW with ~90% tied to data centers — a demand stream that boosts long?term load growth and contracted revenues. AEP sees contracted capacity surge to 63GW, 90% tied to data centers
• Positive Sentiment: Management outlined a $78B capital plan and reiterated multi?year EPS growth targets (7%–9% through 2030) and FY?2026 EPS guidance, underpinning long?term rate?base driven growth. AEP outlines $78B capital plan
• Neutral Sentiment: Citigroup raised its price target to $148 but kept a “neutral” rating — the PT lift is supportive, but the unchanged stance tempers immediate buy pressure. Citigroup PT raise to $148
• Neutral Sentiment: Mizuho and Barclays nudged targets higher (Mizuho to $141, Barclays to $136) but kept neutral/equal?weight stances — modest confirmations rather than aggressive upgrades. Mizuho PT raise
• Negative Sentiment: CEO publicly criticized PJM’s slow interconnection process and said AEP is reviewing membership (possible exit from PJM/SPP), raising regulatory/market access risk and creating near?term investor uncertainty. AEP CEO Vents Frustration With PJM, Says Membership is Under Review

American Electric Power Company Profile

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.