Public Sector Pension Investment Board Boosts Stock Position in American Electric Power Company, Inc. $AEP

Public Sector Pension Investment Board grew its position in shares of American Electric Power Company, Inc. (NASDAQ:AEP) by 4.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 115,318 shares of the company’s stock after purchasing an additional 5,383 shares during the quarter. Public Sector Pension Investment Board’s holdings in American Electric Power were worth $12,973,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the company. West Family Investments Inc. bought a new position in American Electric Power in the 2nd quarter worth about $256,000. Commerzbank Aktiengesellschaft FI raised its holdings in American Electric Power by 462.1% in the third quarter. Commerzbank Aktiengesellschaft FI now owns 52,953 shares of the company’s stock worth $5,958,000 after buying an additional 43,533 shares during the last quarter. Benjamin Edwards Inc. raised its holdings in American Electric Power by 228.6% in the third quarter. Benjamin Edwards Inc. now owns 51,659 shares of the company’s stock worth $5,812,000 after buying an additional 35,938 shares during the last quarter. Invesco Ltd. lifted its stake in shares of American Electric Power by 5.9% in the second quarter. Invesco Ltd. now owns 7,802,211 shares of the company’s stock worth $809,557,000 after buying an additional 432,441 shares in the last quarter. Finally, CWM LLC grew its holdings in shares of American Electric Power by 807.5% during the third quarter. CWM LLC now owns 263,751 shares of the company’s stock valued at $29,672,000 after buying an additional 234,689 shares during the last quarter. Institutional investors 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: 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

American Electric Power Stock Up 2.8%

American Electric Power stock opened at $129.94 on Monday. American Electric Power Company, Inc. has a one year low of $97.46 and a one year high of $130.07. The stock has a fifty day moving average of $117.58 and a 200 day moving average of $116.02. 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 stock has a market cap of $70.28 billion, a PE ratio of 19.39, a price-to-earnings-growth ratio of 3.10 and a beta of 0.62.

American Electric Power (NASDAQ:AEP) last released its quarterly earnings results on Thursday, February 12th. The company reported $1.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.15 by $0.04. American Electric Power had a return on equity of 10.46% and a net margin of 16.37%.The business had revenue of $5.32 billion during the quarter, compared to the consensus estimate of $5.07 billion. During the same period in the previous year, the company posted $1.24 EPS. The business’s quarterly revenue was up 13.2% compared to the same quarter last year. American Electric Power has set its FY 2026 guidance at 6.150-6.450 EPS. As a group, sell-side analysts predict that American Electric Power Company, Inc. will post 5.87 EPS for the current year.

American Electric Power Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be given a $0.95 dividend. The ex-dividend date is Tuesday, February 10th. This represents a $3.80 annualized dividend and a yield of 2.9%. American Electric Power’s dividend payout ratio (DPR) is presently 56.72%.

Insider Buying and Selling at American Electric Power

In other news, Director Benjamin G. S. Fowke III sold 5,000 shares of the company’s 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 directly owned 25,898 shares in the company, valued at $2,980,082.86. This represents a 16.18% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. 0.07% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. TD Cowen raised American Electric Power to a “strong-buy” rating in a research report on Thursday, October 30th. Mizuho boosted their price target on American Electric Power from $123.00 to $130.00 and gave the stock a “neutral” rating in a research note on Friday. Morgan Stanley reaffirmed an “overweight” rating and set a $125.00 price objective on shares of American Electric Power in a research report on Wednesday, January 21st. Scotiabank lifted their price objective on American Electric Power from $121.00 to $131.00 and gave the stock a “sector perform” rating in a report on Tuesday, December 16th. Finally, Evercore restated an “outperform” rating on shares of American Electric Power in a research note on Thursday, October 30th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $129.28.

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.