American Electric Power (NASDAQ:AEP) Releases FY 2026 Earnings Guidance

American Electric Power (NASDAQ:AEP) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 6.120-6.420 for the period, compared to the consensus estimate of 6.360. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Raymond James Financial lifted their price objective on American Electric Power from $138.00 to $143.00 and gave the company an “outperform” rating in a research report on Tuesday, April 21st. Mizuho lifted their price objective on American Electric Power from $123.00 to $130.00 and gave the company a “neutral” rating in a research report on Friday, February 13th. BMO Capital Markets cut their target price on American Electric Power from $141.00 to $138.00 and set a “market perform” rating on the stock in a report on Wednesday, April 22nd. Wall Street Zen upgraded American Electric Power from a “sell” rating to a “hold” rating in a report on Sunday, April 26th. Finally, Seaport Research Partners upgraded American Electric Power from a “neutral” rating to a “buy” rating and set a $145.00 target price on the stock in a report on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, American Electric Power presently has an average rating of “Moderate Buy” and an average target price of $138.18.

American Electric Power Stock Up 2.3%

NASDAQ AEP traded up $3.04 during trading on Tuesday, hitting $137.70. 1,623,471 shares of the company traded hands, compared to its average volume of 3,297,457. American Electric Power has a 12 month low of $97.46 and a 12 month high of $139.36. The business has a fifty day simple moving average of $132.54 and a 200 day simple moving average of $123.83. The company has a current ratio of 0.45, a quick ratio of 0.33 and a debt-to-equity ratio of 1.37. The company has a market capitalization of $74.85 billion, a P/E ratio of 20.55, a PEG ratio of 3.22 and a beta of 0.56.

American Electric Power (NASDAQ:AEP) last posted its earnings results on Tuesday, May 5th. The company reported $1.64 earnings per share for the quarter, beating the consensus estimate of $1.55 by $0.09. American Electric Power had a return on equity of 10.46% and a net margin of 16.37%.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 earned $1.54 earnings per share. The business’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. As a group, sell-side analysts predict that American Electric Power will post 6.33 EPS for the current year.

American Electric Power Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be paid a $0.95 dividend. The ex-dividend date is Friday, May 8th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 2.8%. American Electric Power’s payout ratio is presently 56.72%.

Insider Transactions at American Electric Power

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 value of $542,320.48. Following the transaction, the executive vice president directly owned 42,263 shares in the company, valued at approximately $5,582,097.04. The trade was a 8.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible 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 completion of the transaction, the executive vice president owned 15,410 shares in the company, valued at $2,025,798.60. The trade was a 8.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.05% of the company’s stock.

More American Electric Power News

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

• Positive Sentiment: Q1 earnings and revenue beat analysts — EPS $1.64 vs. $1.55 consensus and revenue topped estimates, signaling solid near?term utility fundamentals and margin expansion. American Electric Power (AEP) Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: Management raised its five?year capital investment plan to $78B and said surging data?center and industrial load is driving more network build?out — supports long?term regulated growth and higher rate base. AEP raises capital plan to $78 billion, beats profit estimates on data center demand
• Positive Sentiment: Company reaffirmed FY2026 operating earnings guidance and said new capex raises expected operating EPS CAGR to >9% through 2030 and expands load additions to ~63 GW by 2030 — positive for long?term earnings growth. AEP Reports First-Quarter 2026 Earnings, Reaffirms Guidance and Increases Five-Year Capital Plan
• Neutral Sentiment: Analyst/coverage writeups and snapshots summarizing the quarter provide detail on drivers and one?time items; useful for modeling but not new catalysts. AEP: Q1 Earnings Snapshot
• Neutral Sentiment: Company posted GAAP and operating results and made slide deck/conference call materials available — investors can review call and deck to assess guidance detail and timing of large projects. Listen to Conference Call
• Negative Sentiment: Guidance range midpoint is slightly below the consensus midpoint (company range 6.120–6.420 vs. consensus ~6.36) and the much larger capex program raises execution, funding and rate?case timing risks that could pressure near?term cash flow and leverage if investments or recoveries slip. Compared to Estimates, AEP (AEP) Q1 Earnings: A Look at Key Metrics

Hedge Funds Weigh In On American Electric Power

Several institutional investors and hedge funds have recently added to or reduced their stakes in AEP. Soroban Capital Partners LP increased its stake in American Electric Power by 176.3% during the second quarter. Soroban Capital Partners LP now owns 4,004,686 shares of the company’s stock valued at $415,526,000 after acquiring an additional 2,555,415 shares during the period. State Street Corp increased its stake in American Electric Power by 5.2% during the fourth quarter. State Street Corp now owns 30,437,776 shares of the company’s stock valued at $3,509,780,000 after acquiring an additional 1,514,865 shares during the period. AQR Capital Management LLC increased its stake in American Electric Power by 118.2% during the third quarter. AQR Capital Management LLC now owns 2,585,605 shares of the company’s stock valued at $286,692,000 after acquiring an additional 1,400,547 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in American Electric Power by 27.4% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,896,125 shares of the company’s stock valued at $333,952,000 after acquiring an additional 623,340 shares during the period. Finally, Deutsche Bank AG increased its stake in American Electric Power by 52.3% during the fourth quarter. Deutsche Bank AG now owns 1,577,561 shares of the company’s stock valued at $181,909,000 after acquiring an additional 541,672 shares during the period. 75.24% of the stock is currently owned by institutional investors.

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.