Mitsubishi UFJ Asset Management Co. Ltd. Raises Stock Position in American Electric Power Company, Inc. $AEP

Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in American Electric Power Company, Inc. (NASDAQ:AEP) by 4.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,167,359 shares of the company’s stock after acquiring an additional 53,279 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in American Electric Power were worth $135,192,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Victory Capital Management Inc. boosted its stake in shares of American Electric Power by 105.6% during the 3rd quarter. Victory Capital Management Inc. now owns 5,379,342 shares of the company’s stock worth $595,243,000 after purchasing an additional 2,763,328 shares during the period. Soroban Capital Partners LP lifted its holdings in American Electric Power by 176.3% during the 2nd quarter. Soroban Capital Partners LP now owns 4,004,686 shares of the company’s stock valued at $415,526,000 after buying an additional 2,555,415 shares in the last quarter. Assenagon Asset Management S.A. lifted its holdings in American Electric Power by 357.5% during the 4th quarter. Assenagon Asset Management S.A. now owns 1,957,491 shares of the company’s stock valued at $225,718,000 after buying an additional 1,529,662 shares in the last quarter. AQR Capital Management LLC raised its holdings in shares of American Electric Power by 118.2% in the 3rd quarter. AQR Capital Management LLC now owns 2,585,605 shares of the company’s stock valued at $286,692,000 after purchasing an additional 1,400,547 shares in the last quarter. Finally, Ameriprise Financial Inc. raised its holdings in shares of American Electric Power by 26.8% in the 3rd quarter. Ameriprise Financial Inc. now owns 6,084,813 shares of the company’s stock valued at $684,772,000 after purchasing an additional 1,285,279 shares in the last quarter. 75.24% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other American Electric Power news, EVP Phillip R. Ulrich sold 4,106 shares of American Electric Power stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $132.08, for a total transaction of $542,320.48. Following the transaction, the executive vice president directly owned 42,263 shares of the company’s stock, valued at $5,582,097.04. The trade was a 8.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Kelly J. Ferneau sold 1,351 shares of the stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $131.46, for a total transaction of $177,602.46. Following the completion of the sale, the executive vice president directly owned 15,410 shares of the company’s stock, valued at approximately $2,025,798.60. This trade represents a 8.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.05% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

AEP has been the subject of several recent research reports. JPMorgan Chase & Co. boosted their price target on shares of American Electric Power from $139.00 to $141.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Wall Street Zen upgraded shares of American Electric Power from a “sell” rating to a “hold” rating in a research note on Sunday, April 26th. Raymond James Financial upped their price target on shares of American Electric Power from $138.00 to $143.00 and gave the company an “outperform” rating in a research note on Tuesday, April 21st. Wells Fargo & Company upped their price objective on shares of American Electric Power from $144.00 to $148.00 and gave the company an “overweight” rating in a report on Wednesday. Finally, Seaport Research Partners raised shares of American Electric Power from a “neutral” rating to a “buy” rating and set a $145.00 price target on the stock in a report on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $141.24.

American Electric Power News Summary

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

• Positive Sentiment: AEP beat Q1 estimates (operating EPS $1.64 vs. ~$1.57 consensus), reported ~10% revenue growth and reiterated FY2026 operating EPS guidance; management cited accelerating load from data centers and industrial customers as a growth driver. PR Newswire: AEP Q1 Results
• Positive Sentiment: AEP raised its five‑year capital plan to $78 billion, targets 7%–9% earnings growth through 2030 and flagged line-of-sight to another ~$10B of potential investment — a long-term growth story that supports higher earnings and regulated investment recovery. Reuters: Capital Plan
• Positive Sentiment: Surging contracted demand: AEP sees contracted capacity rising toward 63 GW by 2030, with ~90% tied to data centers — a secular demand trend supporting future load and regulated/contracted investment. DataCenterDynamics: Contracted Capacity
• Positive Sentiment: Multiple analyst upgrades / price-target raises after the quarter — Wells Fargo and Citigroup lifted targets to $148, Mizuho moved to $141 and Barclays nudged its target to $136 — signaling increased sell‑side conviction on AEP’s growth and investment plan. Benzinga: Analyst Revisions MarketScreener: Barclays
• Neutral Sentiment: FY2026 guidance reaffirmed at $6.12–$6.42 EPS (consensus ~6.33), so the quarter supports management targets but leaves limited near-term upside embedded in guidance. MarketBeat: Guidance & Call
• Negative Sentiment: Management signaled frustration with PJM Interconnection over slow generation interconnection timelines and said AEP is reviewing membership — the threat of exiting PJM or SPP introduces regulatory, market and customer‑contract complexity that can increase execution risk and near‑term uncertainty. TDWorld: CEO on PJM Yahoo Finance: Exit Consideration

American Electric Power Stock Performance

NASDAQ:AEP opened at $132.57 on Thursday. The company has a debt-to-equity ratio of 1.37, a quick ratio of 0.33 and a current ratio of 0.45. The company has a fifty day moving average of $132.71 and a two-hundred day moving average of $124.06. The stock has a market capitalization of $72.06 billion, a PE ratio of 19.47, a P/E/G ratio of 3.22 and a beta of 0.56. American Electric Power Company, Inc. has a fifty-two week low of $97.46 and a fifty-two week high of $139.44.

American Electric Power (NASDAQ:AEP) last issued its earnings results on Tuesday, May 5th. The company reported $1.64 EPS for the quarter, beating analysts’ consensus estimates of $1.57 by $0.07. The business 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 10.32%. The company’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same period in the prior year, the business earned $1.54 earnings per share. American Electric Power has set its FY 2026 guidance at 6.120-6.420 EPS. As a group, research analysts forecast that American Electric Power Company, Inc. will post 6.33 earnings per share for the current fiscal year.

American Electric Power Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be given a $0.95 dividend. This represents a $3.80 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date is Friday, May 8th. American Electric Power’s dividend payout ratio is 56.72%.

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.