Aristotle Atlantic Partners LLC Buys New Position in American Electric Power Company, Inc. $AEP

Aristotle Atlantic Partners LLC purchased a new position in shares of American Electric Power Company, Inc. (NASDAQ:AEP) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 4,000 shares of the company’s stock, valued at approximately $524,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of AEP. Waverly Advisors LLC grew its position in American Electric Power by 9.8% in the first quarter. Waverly Advisors LLC now owns 37,618 shares of the company’s stock valued at $4,931,000 after acquiring an additional 3,370 shares in the last quarter. Bridgewater Advisors Inc. raised its stake in shares of American Electric Power by 2.0% during the first quarter. Bridgewater Advisors Inc. now owns 7,024 shares of the company’s stock valued at $891,000 after purchasing an additional 136 shares during the period. Cannell & Spears LLC lifted its position in shares of American Electric Power by 11.1% during the first quarter. Cannell & Spears LLC now owns 4,082 shares of the company’s stock worth $535,000 after purchasing an additional 409 shares in the last quarter. Galaxy Digital Capital Management GP LLC acquired a new position in shares of American Electric Power during the first quarter worth $69,000. Finally, Bollard Group LLC boosted its stake in shares of American Electric Power by 7.0% in the first quarter. Bollard Group LLC now owns 421,308 shares of the company’s stock valued at $55,225,000 after purchasing an additional 27,618 shares during the period. Hedge funds and other institutional investors own 75.24% of the company’s stock.

Key Headlines Impacting American Electric Power

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

• Positive Sentiment: KeyCorp raised several forward EPS estimates for American Electric Power, including FY2026, FY2028, FY2029, and FY2030, signaling confidence in the company’s longer-term earnings growth.
• Positive Sentiment: Other coverage highlighted American Electric Power as one of the utilities names analysts are bullish on, and it was also featured as a defensive stock for stability, which can attract investors looking for lower-volatility holdings. Article Title Article Title
• Neutral Sentiment: KeyCorp’s Q2 estimate for AEP came in at $1.50 per share, while consensus full-year earnings remain around $6.35 per share; investors may be waiting for the company’s actual results next week to see whether it can meet or beat expectations. Article Title
• Neutral Sentiment: Short-interest data showed 0 shares short, so there is no meaningful bearish positioning signal from this report.
• Negative Sentiment: BMO Capital Markets issued a pessimistic outlook on AEP’s stock price, which may be tempering enthusiasm despite the broader bullish analyst tone. Article Title

American Electric Power Stock Up 0.5%

NASDAQ:AEP opened at $135.54 on Friday. The company has a market capitalization of $73.75 billion, a price-to-earnings ratio of 19.90, a price-to-earnings-growth ratio of 2.43 and a beta of 0.52. American Electric Power Company, Inc. has a one year low of $105.70 and a one year high of $140.58. The stock has a 50-day simple moving average of $131.69 and a 200 day simple moving average of $129.22. The company has a debt-to-equity ratio of 1.42, a quick ratio of 0.39 and a current ratio of 0.53.

American Electric Power (NASDAQ:AEP) last released its earnings results on Tuesday, May 5th. The company reported $1.64 EPS for the quarter, topping analysts’ consensus estimates of $1.57 by $0.07. The company had revenue of $6.02 billion for the quarter, compared to the consensus estimate of $5.72 billion. American Electric Power had a return on equity of 10.21% and a net margin of 16.29%.American Electric Power’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter last year, the business posted $1.54 EPS. American Electric Power has set its FY 2026 guidance at 6.120-6.420 EPS. Sell-side analysts predict that American Electric Power Company, Inc. will post 6.35 EPS for the current fiscal year.

American Electric Power Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 10th will be paid a dividend of $0.95 per share. The ex-dividend date is Monday, August 10th. This represents a $3.80 annualized dividend and a yield of 2.8%. American Electric Power’s dividend payout ratio (DPR) is 55.80%.

Wall Street Analyst Weigh In

A number of brokerages have commented on AEP. Seaport Research Partners upgraded shares of American Electric Power from a “neutral” rating to a “buy” rating and set a $145.00 price objective on the stock in a report on Monday, April 20th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of American Electric Power in a research report on Monday, June 1st. Jefferies Financial Group boosted their price target on American Electric Power from $147.00 to $154.00 and gave the stock a “buy” rating in a research note on Wednesday, July 1st. Wall Street Zen downgraded American Electric Power from a “hold” rating to a “sell” rating in a report on Saturday, May 9th. Finally, Mizuho raised their price objective on American Electric Power from $130.00 to $141.00 and gave the company a “neutral” rating in a research note on Wednesday, May 6th. Thirteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $141.71.

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.