Caprock Group LLC bought a new stake in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 7,204 shares of the company’s stock, valued at approximately $813,000.
Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Krilogy Financial LLC purchased a new position in American Electric Power in the third quarter valued at about $543,000. Advisors Asset Management Inc. lifted its stake in American Electric Power by 2.5% in the third quarter. Advisors Asset Management Inc. now owns 22,367 shares of the company’s stock valued at $2,516,000 after purchasing an additional 547 shares during the last quarter. Stratos Wealth Partners LTD. lifted its stake in American Electric Power by 18.7% in the third quarter. Stratos Wealth Partners LTD. now owns 26,059 shares of the company’s stock valued at $2,932,000 after purchasing an additional 4,098 shares during the last quarter. Stratos Investment Management LLC grew its holdings in American Electric Power by 5.0% during the third quarter. Stratos Investment Management LLC now owns 2,549 shares of the company’s stock valued at $287,000 after purchasing an additional 122 shares during the period. Finally, MQS Management LLC purchased a new stake in American Electric Power in the third quarter worth $606,000. 75.24% of the stock is currently owned by hedge funds and other institutional investors.
Insiders Place Their Bets
In other American Electric Power news, Director Benjamin G. S. Fowke III sold 5,000 shares of the stock in a transaction 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 approximately $2,980,082.86. This trade represents a 16.18% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 0.07% of the stock is currently owned by insiders.
Key Stories Impacting American Electric Power
- 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 Trading Up 2.8%
Shares of AEP opened at $129.94 on Monday. The firm has a fifty day simple moving average of $117.58 and a two-hundred day simple moving average of $116.02. American Electric Power Company, Inc. has a twelve month low of $97.46 and a twelve month high of $130.07. The stock has a market capitalization of $70.28 billion, a P/E ratio of 19.39, a PEG ratio of 3.10 and a beta of 0.62. The company has a quick ratio of 0.33, a current ratio of 0.45 and a debt-to-equity ratio of 1.37.
American Electric Power (NASDAQ:AEP – Get Free Report) last announced its earnings results on Thursday, February 12th. The company reported $1.19 EPS for the quarter, beating analysts’ consensus estimates of $1.15 by $0.04. American Electric Power had a return on equity of 10.46% and a net margin of 16.37%.The company had revenue of $5.32 billion during the quarter, compared to the consensus estimate of $5.07 billion. During the same quarter in the prior year, the company earned $1.24 earnings per share. The firm’s revenue for the quarter was up 13.2% on a year-over-year basis. American Electric Power has set its FY 2026 guidance at 6.150-6.450 EPS. On average, research analysts anticipate that American Electric Power Company, Inc. will post 5.87 EPS for the current year.
American Electric Power Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be given a dividend of $0.95 per share. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $3.80 annualized dividend and a dividend yield of 2.9%. American Electric Power’s dividend payout ratio (DPR) is 56.72%.
Analyst Upgrades and Downgrades
A number of research analysts recently weighed in on the stock. Barclays lifted their price objective on shares of American Electric Power from $121.00 to $128.00 and gave the company an “equal weight” rating in a research note on Friday. JPMorgan Chase & Co. boosted their price objective on American Electric Power from $121.00 to $125.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Weiss Ratings reissued a “buy (b)” rating on shares of American Electric Power in a report on Wednesday, January 21st. Citigroup lifted their target price on American Electric Power from $111.00 to $132.00 and gave the company a “neutral” rating in a report on Friday, October 31st. Finally, The Goldman Sachs Group increased their price target on shares of American Electric Power from $133.00 to $141.00 and gave the stock a “buy” rating in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, American Electric Power currently has an average rating of “Moderate Buy” and a consensus price target of $129.28.
View Our Latest Stock Report on American Electric Power
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.
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