American Electric Power (NASDAQ:AEP) Stock Price Expected to Rise, The Goldman Sachs Group Analyst Says

American Electric Power (NASDAQ:AEP) had its target price raised by investment analysts at The Goldman Sachs Group from $133.00 to $141.00 in a research report issued to clients and investors on Friday,MarketScreener reports. The brokerage currently has a “buy” rating on the stock. The Goldman Sachs Group’s price objective suggests a potential upside of 8.51% from the company’s previous close.

AEP has been the subject of several other research reports. Evercore reiterated an “outperform” rating on shares of American Electric Power in a research report on Thursday, October 30th. LADENBURG THALM/SH SH lowered their price target on shares of American Electric Power from $124.50 to $117.50 and set a “neutral” rating for the company in a report on Friday, January 23rd. Morgan Stanley reissued an “overweight” rating and set a $125.00 price target on shares of American Electric Power in a research report on Wednesday, January 21st. Wolfe Research upgraded shares of American Electric Power from a “peer perform” rating to an “outperform” rating and set a $142.00 price objective on the stock in a research report on Friday. Finally, BMO Capital Markets upped their price objective on shares of American Electric Power from $123.00 to $125.00 and gave the company a “market perform” rating in a research note on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $129.28.

American Electric Power Stock Up 2.8%

Shares of NASDAQ AEP opened at $129.94 on Friday. The company has a current ratio of 0.69, a quick ratio of 0.53 and a debt-to-equity ratio of 1.41. The business has a 50-day moving average of $117.58 and a 200-day moving average of $116.00. The firm has a market capitalization of $69.40 billion, a price-to-earnings ratio of 19.39, a PEG ratio of 3.10 and a beta of 0.62. American Electric Power has a 12 month low of $97.46 and a 12 month high of $130.07.

American Electric Power (NASDAQ:AEP) last announced its earnings results on Thursday, February 12th. The company reported $1.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.15 by $0.04. The business had revenue of $5.32 billion during the quarter, compared to analyst estimates of $5.07 billion. American Electric Power had a net margin of 16.37% and a return on equity of 10.65%. American Electric Power’s revenue for the quarter was up 13.2% on a year-over-year basis. During the same period in the previous year, the business posted $1.24 earnings per share. American Electric Power has set its FY 2026 guidance at 6.150-6.450 EPS. Sell-side analysts expect that American Electric Power will post 5.87 earnings per share for the current fiscal year.

Insider Buying and Selling at American Electric Power

In related news, Director Benjamin G. S. Fowke III sold 5,000 shares of American Electric Power stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $115.07, for a total transaction of $575,350.00. Following the sale, the director directly owned 25,898 shares in the company, valued at $2,980,082.86. The trade was a 16.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.07% of the stock is owned by corporate insiders.

Institutional Trading of American Electric Power

A number of hedge funds and other institutional investors have recently modified their holdings of AEP. Activest Wealth Management grew its holdings in American Electric Power by 72.2% in 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 period. Harbor Capital Advisors Inc. purchased a new stake in shares of American Electric Power in the 3rd quarter worth approximately $26,000. Meeder Asset Management Inc. bought a new position in American Electric Power during the 3rd quarter valued at approximately $26,000. Dogwood Wealth Management LLC raised its stake in American Electric Power by 330.2% during the third quarter. Dogwood Wealth Management LLC now owns 228 shares of the company’s stock valued at $26,000 after buying an additional 175 shares during the last quarter. Finally, Optima Capital LLC bought a new stake in American Electric Power in the fourth quarter worth $26,000. 75.24% of the stock is owned by hedge funds and other institutional investors.

American Electric Power News Summary

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

• Positive Sentiment: AEP beat Q4 EPS and revenue estimates, reaffirmed FY2026 operating EPS guidance of $6.15–$6.45 and reiterated 7%–9% long‑term earnings growth — supports the rally. AEP Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: AEP said contracted large‑load pipeline doubled to 56 GW (data centers) by 2030 — a major demand catalyst that underpins higher transmission/distribution investment and revenue visibility. AEP contracted large load pipeline doubles to 56 GW
• Positive Sentiment: Company expanded its five‑year capital plan (> $72B) and identified $5B–$8B of incremental investment opportunities to meet surging electricity demand — suggests sustained higher capex and regulated rate base growth. AEP expands spending plan, beats profit estimates
• Positive Sentiment: Goldman Sachs raised its price target to $141 and maintained a Buy rating, giving additional analyst support for upside. Goldman Sachs adjusts price target on American Electric Power to $141
• Neutral Sentiment: Mizuho nudged its target to $130 with a Neutral rating — less bullish than Goldman, so not a major directional driver. AEP price target raised at Mizuho
• Neutral Sentiment: Multiple analyst writeups and presentations highlight data centers as a multi‑year catalyst; useful context but mostly reiterative analysis. Seeking Alpha: Data Centers Are A Catalyst
• Neutral Sentiment: Short‑interest notes in some feeds show odd/zero values (likely reporting artifacts) and are not a reliable driver of today’s move.
• Negative Sentiment: TipRanks flagged a new risk about trade‑policy and geopolitical shifts that could raise procurement costs and pressure cash flows over time — a longer‑term risk to margins and capital program costs. TipRanks: Trade Policy Shifts and Geopolitical Risks Threaten AEP

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.