Nasdaq· Electric Services· Inc. NY· CIK 0000004904

AEP

AMERICAN ELECTRIC POWER CO INC

$119.75 ▲ +0.94%

Prev close $118.64

Market cap$64.9B

ConsensusHold

12-mo target$142.53 (+19.0%)

▲ Bullish

Analyst conviction 6/10

Insider Selling Cluster (2 insiders)High Impact Filing (7/10)39 New Institutional Positions11 Institutional ExitsCongressional Activity (2) Traditional Energy

Snapshot

The big-picture read on AEP right now — valuation, ownership and activity at a glance.

Market Cap

$64.9B

Cap Size

Large Cap

Analyst Consensus

Buy (57%)

Inst. Holders

50 funds

Inst. Value

$53.1B

Inst. Activity

39 buys / 11 sells

Insider Activity

$0.00 buy / $792.3K sell

Insider Net $

-$792.3K

Social Sentiment

60° Warm

SEC Reports

Press Releases

Congressional

3 trades

Price chart 30d -3.1%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Oct 1, 2026 short_volume

Short Volume: AEP — 57.9% short (0.8M / 1.4M)

Short: 792,781 | Exempt: 4,904 | TRF Vol: 1,370,383 | Short Ratio: 57.9% | Off-exchange volume (dark

Sep 8, 2026 Insider

Dixon Kate sold 2,000 shares

Controller, CAO @ $125.00 ($250.0K)

Aug 26, 2026 Congress

David Taylor buy

$1,001 - $15,000 — House

Aug 26, 2026 Congress

David Taylor buy

$1,001 - $15,000 — House

Aug 5, 2026 SEC

Institutional 13F cluster for AEP shows net accumulation of ~$338M in Q2 2026, with 7 buyers adding $486M and 5 sellers

INST-CLUSTER — Impact 5/10

Aug 1, 2026 Insider

Hall Greg B surrendered for taxes 1,741 shares

Executive Vice President @ $128.32 ($223.4K)

Aug 1, 2026 Insider

Fehrman William surrendered for taxes 6,283 shares

CEO and President @ $128.32 ($806.2K)

Jul 30, 2026 SEC

AEP reported Q2 2026 operating EPS of $1.36, missing the $1.49 consensus by 8.7%, while revenue grew 7% YoY to $5.445B.

8-K — Impact 6/10

Analyst ratings buy % +14.0%

How Wall Street rates the stock today, and the latest firm-by-firm actions.

Hold 57% rate it Buy or better · 28 analysts

Strong Buy 6 21% Buy 10 36% Hold 12 43% Sell 0 0% Strong Sell 0 0%

Recent analyst actions

Date	Firm	Action	Rating	Firm rating
Sep 18, 2026	Morgan Stanley	MAINTAIN	Overweight	55%
Aug 21, 2026	Morgan Stanley	MAINTAIN	Overweight	55%
Aug 17, 2026	Truist Securities	MAINTAIN	Buy	55%
Aug 5, 2026	Citigroup	MAINTAIN	Neutral	55%
Aug 3, 2026	Barclays	MAINTAIN	Equal-Weight	54%
Jul 31, 2026	Mizuho	MAINTAIN	Neutral	52%
Jul 22, 2026	Morgan Stanley	MAINTAIN	Overweight	55%
Jul 22, 2026	BMO Capital	MAINTAIN	Market Perform	53%
Jul 17, 2026	Truist Securities	MAINTAIN	Buy	55%
Jul 16, 2026	Goldman Sachs	DOWNGRADE	Neutral	54%

Monthly consensus history

Period	Str. Buy	Buy	Hold	Sell	Buy %
Sep 1, 2026	6	10	12	0	57%
Aug 1, 2026	6	9	14	0	52%
Jul 1, 2026	6	10	12	0	57%
Jun 1, 2026	6	10	12	0	57%
May 1, 2026	6	10	12	0	57%
Apr 1, 2026	6	9	13	0	54%
Mar 1, 2026	5	9	14	0	50%
Feb 1, 2026	4	9	14	1	46%

Price targets

Where 20 covering analysts think AEP trades over the next 12 months.

$142.53 +19.0% upside Buy

Current$119.75 Low$128.00 Median$141.00 High$173.00 20 analysts

$128.00$173.00

Analyst rating Buy· 2.0/5 as of Oct 2, 2026

Social media sentiment mood +0.0%

Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.

60°

Warm

BearishNeutralBullish

6 mentions 4 bullish 2 bearish 0 neutral

Recent posts

stocks Bullish 2mo ago

Quanta Services uniquely positioned for data center 'super-cycle', Jefferies says

▲ 1 · 💬 0· ⚡ 0.5

stocks Bearish 6mo ago

Im playing a dangerous game with ANNA

▲ 1 · 💬 0· ⚡ 0.4

stocks Bullish 6mo ago

AEP trade or keep

▲ 1 · 💬 0· ⚡ 0.5

stocks Neutral 6mo ago

US Stock Recommendations：American Electric Power(AEP)

▲ 1 · 💬 0· ⚡ 0.5

Reports & filings

AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.

11 SEC filing reports analyzed · 3 bullish, 0 bearish, 3 mixed, 5 neutral · avg impact 4.3/10.Plus 1 press releases.

MIXEDINST-CLUSTER5/10

Institutional 13F cluster for AEP shows net accumulation of ~$338M in Q2 2026, with 7 buyers adding

Aug 5, 2026

MIXED8-K6/10

AEP reported Q2 2026 operating EPS of $1.36, missing the $1.49 consensus by 8.7%, while revenue grew

Jul 30, 2026

NEUTRAL8-K2/10

American Electric Power (AEP) elected David S. Marriott (Chairman of Marriott International) and Cha

Jul 21, 2026

BULLISHCOURT-RULING6/10

The Ohio Supreme Court affirmed the Public Utilities Commission's decision that AEP Ohio's (AEP) cos

May 29, 2026

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Oct 1, 2026

short_volume

Short Volume: AEP — 57.9% short (0.8M / 1.4M)

Short: 792,781 | Exempt: 4,904 | TRF Vol: 1,370,383 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)

Sep 28, 2026

short_volume

Short Volume: AEP — 63.5% short (0.6M / 0.9M)

Short: 589,603 | Exempt: 798 | TRF Vol: 928,434 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)

Sep 22, 2026

short_volume

Short Volume: AEP — 62.8% short (0.8M / 1.2M)

Short: 761,446 | Exempt: 2,438 | TRF Vol: 1,212,845 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)

Sep 18, 2026

short_volume

Short Volume: AEP — 64.9% short (0.9M / 1.4M)

Short: 879,395 | Exempt: 2,060 | TRF Vol: 1,354,492 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)

Sep 17, 2026

short_volume

Short Volume: AEP — 62.9% short (0.6M / 1.0M)

Short: 616,079 | Exempt: 1,378 | TRF Vol: 979,222 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)

Earnings estimates

Forecast earnings per share and revenue by period — and whether estimates are rising.

Period	EPS Est.	Range	Growth	30d Rev	Up/Dn	Revenue	#
Current Q	$1.91	$0.84–$2.12	6.0%	+0.0%	7↑ 1↓	$6.5B	13
Next Q	$1.44	$1.23–$2.34	21.1%	+0.0%	10↑ 0↓	$5.6B	12
Current FY	$6.38	$6.25–$6.55	6.9%	+0.1%	5↑ 1↓	$23.6B	19
Next FY	$6.86	$6.70–$7.06	7.4%	+0.1%	5↑ 1↓	$25.1B	19

Current-quarter EPS estimate — revision history

When	EPS estimate	Change vs now
Current	$1.908	—
7d ago	$1.908	—
30d ago	$1.908	—
60d ago	$1.980	-0.072
90d ago	$1.967	-0.059

Institutional ownership

Which big funds own AEP (from quarterly 13F filings) and who is adding or trimming.

50 institutional holders with $53.1B total value (388,161,062 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 39 institutions added/increased vs 11 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
BlackRock, Inc.	51,024,057	$7.0B	13.2%	—
VANGUARD CAPITAL MANAGEMENT LLC	35,529,471	$4.9B	9.2%	—
STATE STREET CORP	30,783,142	$4.2B	7.9%	—
VANGUARD PORTFOLIO MANAGEMENT LLC	23,492,086	$3.2B	6.1%	ADD +50.5%
Invesco Ltd.	19,527,874	$2.7B	5.0%	—
MORGAN STANLEY	18,980,444	$2.6B	4.9%	ADD +31.0%
GEODE CAPITAL MANAGEMENT, LLC	14,404,302	$2.0B	3.7%	—
WELLINGTON MANAGEMENT GROUP LLP	13,872,005	$1.9B	3.6%	—
BANK OF AMERICA CORP /DE/	12,269,851	$1.7B	3.2%	DOUBLED +137.7%
GOLDMAN SACHS GROUP INC	10,965,480	$1.5B	2.8%	DOUBLED +112.9%

Recent position changes

Fund	Action	Prev	Current	Change	Value
VANGUARD PORTFOLIO MANAGEMENT LLC	ADD	15,608,556	23,492,086	+50.5%	$3.2B
MORGAN STANLEY	ADD	14,486,169	18,980,444	+31.0%	$2.6B
BANK OF AMERICA CORP /DE/	DOUBLED	5,162,502	12,269,851	+137.7%	$1.7B
GOLDMAN SACHS GROUP INC	DOUBLED	5,151,392	10,965,480	+112.9%	$1.5B
GQG Partners LLC	TRIM	15,025,884	10,263,074	-31.7%	$1.4B
FMR LLC	ADD	6,079,338	9,302,934	+53.0%	$1.3B
BARCLAYS PLC	TRIM	10,367,590	6,836,683	-34.1%	$935.3M
CITIGROUP INC	ADD	2,958,570	4,363,855	+47.5%	$597.0M
Pictet Asset Management Holding SA	ADD	1,688,208	2,778,462	+64.6%	$380.1M
JPMORGAN CHASE & CO	ADD	1,609,151	2,493,480	+55.0%	$344.0M

Insider activity

Buying and selling by company executives and directors (SEC Form 4).

21 insiders, 50 transactions. Net -$792.3K — $0.00 bought, $792.3K sold.

Date	Insider	Title	Type	Shares	Price	Value
Sep 8, 2026	Dixon Kate	Controller, CAO	SELL	2,000	$125.00	$250.0K
Aug 1, 2026	Hall Greg B	Executive Vice President	TAX W/H	1,741	$128.32	$223.4K
Aug 1, 2026	Fehrman William	CEO and President	TAX W/H	6,283	$128.32	$806.2K
Jun 30, 2026	Stoddard Daniel G.	Director	AWARD	0	$136.81	—
Jun 30, 2026	Von Thaer Lewis	Director	AWARD	0	$136.81	—
Jun 30, 2026	Stoddard Daniel G.	Director	AWARD	0	$136.81	—
Jun 30, 2026	Sauvage Joseph G	Director	AWARD	0	$136.81	—
Jun 30, 2026	FOWKE BENJAMIN G S III	Director	AWARD	0	$136.81	—
Jun 30, 2026	LIN SANDRA BEACH	Director	AWARD	0	$136.81	—
Jun 30, 2026	GARCIA ART A	Director	AWARD	0	$136.81	—

Congressional trades

AEP trades disclosed by members of Congress, with disclosure delay.

1 members · 2 buys / 1 sells

Date	Member	Party	Chamber	Type	Amount	Asset	Disclosed
Aug 26, 2026	David Taylor	R	HOUSE	BUY	$1,001 - $15,000	American Electric Power Co Inc	Sep 7, 2026(13d)
Aug 26, 2026	David Taylor	R	HOUSE	BUY	$1,001 - $15,000	American Electric Power Co Inc	Sep 7, 2026(13d)
Feb 26, 2026	David Taylor	R	HOUSE	SELL	$1,001 - $15,000	American Electric Power Co Inc	Mar 9, 2026(12d)

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AEP.

Shares short

25,607,447

Settlement Sep 15, 2026

Change vs prior

+5.2%

Semi-monthly cycle

Days to cover

8.4

At avg daily volume

Of shares outstanding

≈4.7%

Estimate — not % of float

All AEP filing & press-release reports (12)

INST-CLUSTER reportAug 5, 2026
8-K reportJul 30, 2026
8-K reportJul 21, 2026
PRESS-RELEASE reportJul 20, 2026
COURT-RULING reportMay 29, 2026
COURT-RULING reportMay 27, 2026
COURT-RULING reportMay 22, 2026
8-K reportMay 14, 2026
424B5 reportMay 13, 2026
8-K reportMay 5, 2026
DEFA14A reportMar 18, 2026
CLUSTER reportMar 2, 2026