Krilogy Financial LLC Makes New Investment in American Electric Power Company, Inc. $AEP

Krilogy Financial LLC acquired a new stake in shares of American Electric Power Company, Inc. (NASDAQ:AEP) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,532 shares of the company’s stock, valued at approximately $543,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of AEP. Harbor Capital Advisors Inc. bought a new stake in American Electric Power during the third quarter worth about $26,000. Meeder Asset Management Inc. purchased a new position in shares of American Electric Power during the third quarter valued at approximately $26,000. Advantage Trust Co boosted its position in shares of American Electric Power by 57.1% in the 2nd quarter. Advantage Trust Co now owns 275 shares of the company’s stock worth $29,000 after purchasing an additional 100 shares in the last quarter. Montag A & Associates Inc. grew its stake in shares of American Electric Power by 166.0% in the 2nd quarter. Montag A & Associates Inc. now owns 282 shares of the company’s stock worth $29,000 after buying an additional 176 shares during the last quarter. Finally, GoalVest Advisory LLC increased its position in American Electric Power by 277.1% during the 2nd quarter. GoalVest Advisory LLC now owns 313 shares of the company’s stock valued at $32,000 after buying an additional 230 shares in the last quarter. 75.24% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting American Electric Power

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

Analysts Set New Price Targets

Several equities research analysts have commented on the company. The Goldman Sachs Group boosted their target price on American Electric Power from $133.00 to $141.00 and gave the stock a “buy” rating in a report on Friday. BMO Capital Markets upped their price target on shares of American Electric Power from $123.00 to $125.00 and gave the stock a “market perform” rating in a research note on Tuesday, January 27th. JPMorgan Chase & Co. raised their price objective on shares of American Electric Power from $121.00 to $125.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Evercore reiterated an “outperform” rating on shares of American Electric Power in a research note on Thursday, October 30th. Finally, Wells Fargo & Company increased their price target on shares of American Electric Power from $140.00 to $141.00 and gave the company an “overweight” rating in a report on Friday. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $129.28.

Insider Activity

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

American Electric Power Price Performance

AEP opened at $129.94 on Friday. The company’s 50-day simple moving average is $117.58 and its two-hundred day simple moving average is $116.00. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.53 and a current ratio of 0.69. The stock has a market capitalization of $69.40 billion, a P/E ratio of 19.39, a P/E/G ratio of 3.10 and a beta of 0.62. American Electric Power Company, Inc. has a 52-week low of $97.46 and a 52-week high of $130.07.

American Electric Power (NASDAQ:AEP) last released its quarterly earnings data on Thursday, February 12th. The company reported $1.19 earnings per share for the quarter, beating the consensus estimate of $1.15 by $0.04. The firm had revenue of $5.32 billion during the quarter, compared to analysts’ expectations of $5.07 billion. American Electric Power had a net margin of 16.37% and a return on equity of 10.65%. The firm’s quarterly revenue was up 13.2% on a year-over-year basis. During the same period in the previous year, the company earned $1.24 earnings per share. American Electric Power has set its FY 2026 guidance at 6.150-6.450 EPS. As a group, analysts predict 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. Stockholders of record on Tuesday, February 10th will be issued a dividend of $0.95 per share. This represents a $3.80 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend is Tuesday, February 10th. American Electric Power’s dividend payout ratio is presently 56.72%.

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.