US · Utilities · Utilities - Regulated Electric
EPS came in at 1.36 against a street estimate of 1.49 — a miss of 8.7%.
Analysts rate American Electric Power Co Inc a buy (14 buy, 9 hold, 0 sell out of 23) with an average price target of $140.88.
CONFIDENT AEP raised 2026 EPS guidance to $6.25–$6.55 on strong execution. 69 GW contracted load through 2030; $78B capex plan yields 11% rate-base CAGR. Large-load tariffs enable $16B residential cost offsets. Q2 2026 Texas dominates with 45 of 69 GW contracted. West Virginia emerging opportunity; 1.2 GW announced. Genco structure under active evaluation to bypass CPCN process. Analysts pressed on Batch Zero credibility, Genco rationale in PJM, and visibility beyond 2030. Management confidently defended 45 GW Batch Zero submission (backed by $2B collateral), confirmed Genco under active review, and signaled expanded disclosures in Q3 capital plan update without overstating near-term EPS accretion per GW. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.37% |
| Vanguard Capital Management, LLC | 6.53% |
| State Street Corp | 5.65% |
| Vanguard Portfolio Management, LLC | 4.32% |
| Amvescap Plc. | 3.59% |
| Morgan Stanley - Brokerage Accounts | 3.49% |
| Geode Capital Management, LLC | 2.65% |
| Wellington Management Company LLP | 2.55% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 HEADLINE NUMBERS • AEP reported the departure of Alicia Knapp, President Nuclear Development, effective September 29, 2026. • The filing does not pr | 2026-09-30 |
| Quarterly report · Q2 2026 AMERICAN ELECTRIC POWER COMPANY, INC. – FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Reporting Period: Quarter ended June 3 | 2026-07-30 |
| Results announced · Q3 2026 AMERICAN ELECTRIC POWER (AEP) - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Operating Earnings: $742 million or $1.36 per share (vs. $766 mi | 2026-07-30 |
| Board / officer change · Q3 2026 AMERICAN ELECTRIC POWER COMPANY, INC. – FORM 8-K SUMMARY OTHER NOTABLE POINTS • Board Composition Changes: On July 20, 2026, American Electric Power | 2026-07-21 |
| Material agreement · Q2 2026 AMERICAN ELECTRIC POWER COMPANY, INC. - 8-K SUMMARY HEADLINE NUMBERS • Total shares involved in forward sale agreements: 23,543,308 shares • Initial | 2026-05-14 |
| Quarterly report · Q1 2026 AMERICAN ELECTRIC POWER COMPANY INC. - FORM 10-Q SUMMARY Quarter Ended March 31, 2026 --- HEADLINE NUMBERS • Reporting Period: Q1 2026 (quarter end | 2026-05-05 |
| Results announced · Q2 2026 AMERICAN ELECTRIC POWER Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q1 2026 GAAP earnings: $1.61 per share ($874 million), up from $1.50 per share ( | 2026-05-05 |
| Proxy statement · Q2 2026 AMERICAN ELECTRIC POWER COMPANY, INC. - PROXY SUMMARY FOR RETAIL INVESTORS --- CEO COMPENSATION & CHANGES • Bill Fehrman (CEO since August 2024, Ch | 2026-03-18 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.95 / share ex-date Aug 10, 2026 · pay Sep 10, 2026 | 2026-08-10 |
| Dividend | $0.95 / share ex-date May 8, 2026 · pay Jun 10, 2026 | 2026-05-08 |
| Dividend | $0.95 / share ex-date Feb 10, 2026 · pay Mar 10, 2026 | 2026-02-10 |
| Dividend | $0.95 / share ex-date Nov 10, 2025 · pay Dec 10, 2025 | 2025-11-10 |
| Announcement | Date |
|---|---|
| Executes $2.65B purchase agreement for fuel cell generation facility development American Electric Power (AEP) announced that its unregulated subsidiary signed two major agreements on January 4, 2026: (1) a $2.65 billion purchase agreement to buy solid oxide fuel cells, | 2026-01-08 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.