American Electric Power (NASDAQ:AEP) Given New $128.00 Price Target at Barclays

American Electric Power (NASDAQ:AEP) had its price target upped by research analysts at Barclays from $121.00 to $128.00 in a research note issued on Friday,MarketScreener reports. The brokerage currently has an “equal weight” rating on the stock. Barclays‘s price target would suggest a potential downside of 1.49% from the company’s previous close.

Other research analysts have also issued research reports about the company. Wells Fargo & Company boosted their target price on shares of American Electric Power from $140.00 to $141.00 and gave the stock an “overweight” rating in a research note on Friday. TD Cowen upgraded American Electric Power to a “strong-buy” rating in a research note on Thursday, October 30th. Citigroup increased their target price on American Electric Power from $111.00 to $132.00 and gave the company a “neutral” rating in a report on Friday, October 31st. Mizuho lifted 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. Finally, Scotiabank boosted their price target on American Electric Power from $121.00 to $131.00 and gave the stock a “sector perform” rating in a research report on Tuesday, December 16th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $129.28.

American Electric Power Price Performance

Shares of AEP opened at $129.94 on Friday. The stock has a market capitalization of $69.40 billion, a PE ratio of 19.39, a PEG ratio of 3.02 and a beta of 0.62. The company has a 50 day moving average price of $117.58 and a 200-day moving average price of $115.95. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.53 and a current ratio of 0.69. American Electric Power has a fifty-two week low of $97.46 and a fifty-two week high of $130.07.

American Electric Power (NASDAQ:AEP) last announced its earnings results on Thursday, February 12th. The company reported $1.19 earnings per share for the quarter, beating the consensus estimate of $1.15 by $0.04. The company had revenue of $5.32 billion during the quarter, compared to the consensus estimate of $5.07 billion. American Electric Power had a net margin of 16.37% and a return on equity of 10.65%. American Electric Power’s revenue was up 13.2% compared to the same quarter last year. During the same period last year, the firm earned $1.24 earnings per share. American Electric Power has set its FY 2026 guidance at 6.150-6.450 EPS. Equities analysts predict that American Electric Power will post 5.87 earnings per share for the current fiscal year.

Insider Activity 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 transaction of $575,350.00. Following the sale, the director owned 25,898 shares of the company’s stock, valued at approximately $2,980,082.86. This represents a 16.18% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.07% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in AEP. Activest Wealth Management lifted its holdings in shares of American Electric Power by 72.2% during the fourth quarter. Activest Wealth Management now owns 217 shares of the company’s stock worth $25,000 after purchasing an additional 91 shares during the period. Rakuten Securities Inc. raised its position in American Electric Power by 7,300.0% during the 4th quarter. Rakuten Securities Inc. now owns 222 shares of the company’s stock worth $26,000 after buying an additional 219 shares during the last quarter. Optima Capital LLC acquired a new stake in shares of American Electric Power in the 4th quarter worth $26,000. Meeder Asset Management Inc. acquired a new stake in shares of American Electric Power in the 3rd quarter worth $26,000. Finally, Dogwood Wealth Management LLC boosted its holdings in shares of American Electric Power by 330.2% in the third quarter. Dogwood Wealth Management LLC now owns 228 shares of the company’s stock valued at $26,000 after acquiring an additional 175 shares in the last quarter. Hedge funds and other institutional investors own 75.24% of the company’s stock.

American Electric Power News Summary

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.