Brokers Set Expectations for AEP Q2 Earnings

American Electric Power Company, Inc. (NASDAQ:AEP) – Analysts at KeyCorp issued their Q2 2026 EPS estimates for shares of American Electric Power in a research report issued on Wednesday, July 22nd. KeyCorp analyst S. Karp expects that the company will post earnings of $1.50 per share for the quarter. The consensus estimate for American Electric Power’s current full-year earnings is $6.35 per share. KeyCorp also issued estimates for American Electric Power’s FY2026 earnings at $6.36 EPS, FY2027 earnings at $6.82 EPS, FY2028 earnings at $7.57 EPS, FY2029 earnings at $8.25 EPS and FY2030 earnings at $9.10 EPS.

American Electric Power (NASDAQ:AEP) last issued its quarterly earnings results on Tuesday, May 5th. The company reported $1.64 earnings per share for the quarter, topping analysts’ consensus estimates of $1.57 by $0.07. The firm had revenue of $6.02 billion during the quarter, compared to analysts’ expectations of $5.72 billion. American Electric Power had a net margin of 16.29% and a return on equity of 10.21%. American Electric Power’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.54 EPS. American Electric Power has set its FY 2026 guidance at 6.120-6.420 EPS.

A number of other research firms have also issued reports on AEP. Barclays raised their price target on American Electric Power from $136.00 to $138.00 and gave the stock an “equal weight” rating in a report on Monday, July 13th. TD Cowen increased their price objective on American Electric Power from $141.00 to $148.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. LADENBURG THALM/SH SH lowered their target price on American Electric Power from $148.00 to $143.00 and set a “buy” rating on the stock in a research note on Thursday, June 18th. Citigroup boosted 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, May 6th. Finally, Wells Fargo & Company upped their price target on American Electric Power from $144.00 to $148.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 6th. Thirteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat.com, American Electric Power has an average rating of “Moderate Buy” and a consensus price target of $141.71.

American Electric Power Price Performance

Shares of NASDAQ:AEP opened at $135.54 on Friday. American Electric Power has a one year low of $105.70 and a one year high of $140.58. The stock has a market capitalization of $73.75 billion, a price-to-earnings ratio of 19.90, a PEG ratio of 2.42 and a beta of 0.52. The company has a 50-day simple moving average of $131.69 and a 200-day simple moving average of $129.22. The company has a debt-to-equity ratio of 1.42, a quick ratio of 0.39 and a current ratio of 0.53.

American Electric Power Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be issued a dividend of $0.95 per share. This represents a $3.80 annualized dividend and a yield of 2.8%. The ex-dividend date is Monday, August 10th. American Electric Power’s dividend payout ratio (DPR) is 55.80%.

Hedge Funds Weigh In On American Electric Power

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in AEP. Elevation Wealth Partners LLC increased its stake in shares of American Electric Power by 118.0% during the 2nd quarter. Elevation Wealth Partners LLC now owns 194 shares of the company’s stock worth $27,000 after purchasing an additional 105 shares in the last quarter. Costello Asset Management INC lifted its stake in American Electric Power by 100.0% in the 1st quarter. Costello Asset Management INC now owns 200 shares of the company’s stock valued at $26,000 after buying an additional 100 shares in the last quarter. Activest Wealth Management lifted its stake in American Electric Power by 72.2% in the 4th quarter. Activest Wealth Management now owns 217 shares of the company’s stock valued at $25,000 after buying an additional 91 shares in the last quarter. Rakuten Securities Inc. grew its holdings in American Electric Power by 7,300.0% during the 4th quarter. Rakuten Securities Inc. now owns 222 shares of the company’s stock valued at $26,000 after buying an additional 219 shares during the last quarter. Finally, Optima Capital LLC acquired a new stake in American Electric Power during the 4th quarter valued at $26,000. Institutional investors and hedge funds own 75.24% of the company’s stock.

Key American Electric Power News

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

• Positive Sentiment: KeyCorp raised several forward EPS estimates for American Electric Power, including FY2026, FY2028, FY2029, and FY2030, signaling confidence in the company’s longer-term earnings growth.
• Positive Sentiment: Other coverage highlighted American Electric Power as one of the utilities names analysts are bullish on, and it was also featured as a defensive stock for stability, which can attract investors looking for lower-volatility holdings. Article Title Article Title
• Neutral Sentiment: KeyCorp’s Q2 estimate for AEP came in at $1.50 per share, while consensus full-year earnings remain around $6.35 per share; investors may be waiting for the company’s actual results next week to see whether it can meet or beat expectations. Article Title
• Neutral Sentiment: Short-interest data showed 0 shares short, so there is no meaningful bearish positioning signal from this report.
• Negative Sentiment: BMO Capital Markets issued a pessimistic outlook on AEP’s stock price, which may be tempering enthusiasm despite the broader bullish analyst tone. Article Title

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.