Aristotle Atlantic Partners LLC Makes New Investment in American Electric Power Company, Inc. $AEP

Aristotle Atlantic Partners LLC acquired a new stake in American Electric Power Company, Inc. (NASDAQ:AEP) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,000 shares of the company’s stock, valued at approximately $524,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Waverly Advisors LLC boosted its stake in shares of American Electric Power by 9.8% in the first quarter. Waverly Advisors LLC now owns 37,618 shares of the company’s stock valued at $4,931,000 after buying an additional 3,370 shares in the last quarter. Bridgewater Advisors Inc. raised its position in American Electric Power by 2.0% in the first quarter. Bridgewater Advisors Inc. now owns 7,024 shares of the company’s stock worth $891,000 after acquiring an additional 136 shares in the last quarter. Cannell & Spears LLC raised its position in American Electric Power by 11.1% in the first quarter. Cannell & Spears LLC now owns 4,082 shares of the company’s stock worth $535,000 after acquiring an additional 409 shares in the last quarter. Galaxy Digital Capital Management GP LLC acquired a new stake in American Electric Power in the first quarter valued at $69,000. Finally, Bollard Group LLC lifted its holdings in American Electric Power by 7.0% in the first quarter. Bollard Group LLC now owns 421,308 shares of the company’s stock valued at $55,225,000 after acquiring an additional 27,618 shares during the period. 75.24% of the stock is owned by hedge funds and other institutional investors.

American Electric Power Stock Up 0.5%

AEP opened at $135.54 on Friday. The company has a quick ratio of 0.39, a current ratio of 0.53 and a debt-to-equity ratio of 1.42. The firm has a market cap of $73.75 billion, a P/E ratio of 19.90, a PEG ratio of 2.43 and a beta of 0.52. American Electric Power Company, Inc. has a 52 week low of $105.70 and a 52 week high of $140.58. The business’s fifty day simple moving average is $131.69 and its 200 day simple moving average is $129.22.

American Electric Power (NASDAQ:AEP) last released its earnings results on Tuesday, May 5th. The company reported $1.64 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.57 by $0.07. American Electric Power had a net margin of 16.29% and a return on equity of 10.21%. The company had revenue of $6.02 billion for the quarter, compared to analyst estimates of $5.72 billion. During the same period in the prior year, the firm earned $1.54 EPS. The firm’s quarterly revenue was up 10.2% on a year-over-year basis. American Electric Power has set its FY 2026 guidance at 6.120-6.420 EPS. As a group, equities research analysts anticipate that American Electric Power Company, Inc. will post 6.35 EPS for the current fiscal year.

American Electric Power Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the stock. Barclays upped their price target on shares of American Electric Power from $136.00 to $138.00 and gave the stock an “equal weight” rating in a research note on Monday, July 13th. JPMorgan Chase & Co. decreased their price objective on shares of American Electric Power from $141.00 to $140.00 and set a “neutral” rating on the stock in a report on Friday, May 15th. Raymond James Financial restated an “outperform” rating and set a $144.00 target price on shares of American Electric Power in a research report on Friday, May 8th. Citigroup increased their target price on shares of American Electric Power from $132.00 to $148.00 and gave the company a “neutral” rating in a report on Wednesday, May 6th. Finally, BMO Capital Markets reduced their price target on shares of American Electric Power from $141.00 to $139.00 and set a “market perform” rating for the company in a research report on Wednesday. Thirteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $141.71.

American Electric Power News Roundup

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 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.