American Electric Power (NASDAQ:AEP) Price Target Raised to $141.00

American Electric Power (NASDAQ:AEP) had its price target hoisted by The Goldman Sachs Group from $133.00 to $141.00 in a research report sent to investors on Friday morning,MarketScreener reports. The brokerage currently has a buy rating on the stock.

Several other brokerages also recently issued reports on AEP. JPMorgan Chase & Co. boosted their price objective on American Electric Power from $121.00 to $125.00 and gave the stock a “neutral” rating in a research report on Friday, December 12th. Scotiabank lifted their target price on American Electric Power from $121.00 to $131.00 and gave the company a “sector perform” rating in a research note on Tuesday, December 16th. 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 report on Friday. Wells Fargo & Company increased their price target on American Electric Power from $140.00 to $141.00 and gave the stock an “overweight” rating in a research note on Friday. Finally, UBS Group lowered their price target on American Electric Power from $114.00 to $107.00 and set a “sell” rating on the stock in a report on Wednesday, December 17th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, American Electric Power has a consensus rating of “Moderate Buy” and a consensus price target of $129.28.

American Electric Power Price Performance

Shares of AEP opened at $129.94 on Friday. The company has a debt-to-equity ratio of 1.37, a current ratio of 0.45 and a quick ratio of 0.33. The company has a market cap of $70.28 billion, a P/E ratio of 19.39, a PEG ratio of 3.10 and a beta of 0.62. American Electric Power has a 12 month low of $97.46 and a 12 month high of $130.07. The stock has a fifty day moving average price of $117.58 and a 200 day moving average price of $116.02.

American Electric Power (NASDAQ:AEP) last released its quarterly earnings results on Thursday, February 12th. The company reported $1.19 EPS for the quarter, topping the consensus estimate of $1.15 by $0.04. The business had revenue of $5.32 billion during the quarter, compared to analyst estimates of $5.07 billion. American Electric Power had a net margin of 16.37% and a return on equity of 10.46%. The company’s quarterly revenue was up 13.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.24 earnings per share. American Electric Power has set its FY 2026 guidance at 6.150-6.450 EPS. On average, research analysts forecast that American Electric Power will post 5.87 earnings per share for the current year.

American Electric Power Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be issued a $0.95 dividend. The ex-dividend date is Tuesday, February 10th. This represents a $3.80 annualized dividend and a dividend yield of 2.9%. American Electric Power’s dividend payout ratio is 56.72%.

Insider Transactions at American Electric Power

In related news, Director Benjamin G. S. Fowke III sold 5,000 shares of American Electric Power stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $115.07, for a total transaction of $575,350.00. Following the transaction, the director directly 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.07% of the stock is currently owned by insiders.

Institutional Trading of American Electric Power

Large investors have recently added to or reduced their stakes 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 acquiring an additional 2,763,328 shares in the last quarter. Soroban Capital Partners LP raised its position in shares of American Electric Power by 176.3% during the second quarter. Soroban Capital Partners LP now owns 4,004,686 shares of the company’s stock worth $415,526,000 after purchasing an additional 2,555,415 shares during the period. Assenagon Asset Management S.A. lifted its holdings in shares of American Electric Power by 357.5% during the fourth quarter. Assenagon Asset Management S.A. now owns 1,957,491 shares of the company’s stock valued at $225,718,000 after purchasing an additional 1,529,662 shares during the last quarter. State Street Corp boosted its position in shares of American Electric Power by 5.2% in the 4th quarter. State Street Corp now owns 30,437,776 shares of the company’s stock valued at $3,509,780,000 after purchasing an additional 1,514,865 shares during the period. Finally, AQR Capital Management LLC boosted its position 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 during the period. 75.24% of the stock is currently owned by institutional investors.

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 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.