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AEAEP

American Electric Power Company, Inc.

$AEP·$74B·Regulated Electric·Utilities
$133.13+0.5%YTD+15.3%1Y+26.2%
Mentions · last 7 days
2026-07-09: 120 posts2026-07-10: 158 posts2026-07-11: 45 posts2026-07-12: 100 posts2026-07-13: 163 posts2026-07-14: 51 posts2026-07-15: 72 posts723+1%
Price updated 13h ago·X counts updated 2d ago
AEAEP
$AEPAmerican Electric Power Company, Inc.
$133.13+0.48%723 posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $AEP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

AI-datacenter utility with Rep. Taylor buy and 8.9% FCF yield — earnings in fourteen days.

American Electric Power is the multi-state regulated electric utility whose 2026 tape has ripped 15% YTD on the AI-datacenter power-demand narrative. The setup is real-business + accelerating at 85% of the 52-week range with earnings on July 30.

  • The core business is executing at scale: Q1 2026 revenue grew 6.8% YoY to $6.0B, gross margin held at 65%, and operating margin was 23% — this is exactly the rate-base utility earnings profile bulls have been underwriting, with 8.9% trailing FCF yield.
  • The AI-datacenter power-demand tailwind is real and specific: AEP is framed as a key utility play on the AI boom, Rep. David Taylor disclosed a fresh AEP buy, and massive AI-driven load growth is expected — this is the specific rate-base-growth catalyst.
  • The tape signal is confirming: notable options flow with $517K of 11/20 $140 calls at $4.28, dividend pay date alongside XOM/EMR/HL, and community frames a rotation 'away from high-growth names and into cash-flow businesses' — real institutional accumulation.

The July 30 Q2 earnings are the near-term arbiter — Q2 revenue trajectory, rate-case progression commentary, and any specific commentary on datacenter-load agreements extend the setup toward $145. A rate-case setback or a datacenter-agreement delay stalls the tape near current highs.

Agrees with X sentimentX is bullish, frames AEP as a key utility play on the AI boom, Rep. David Taylor disclosed a fresh AEP buy, massive AI-driven load growth expected, and noteworthy options flow: $517K of 11/20 $140 calls at $4.28. Community frames rotation 'away from high-growth names and into cash-flow businesses.' Mechanics validate: Q1 revenue +6.8% YoY at 23% operating margin, 8.9% FCF yield. The July 30 print has to affirm the datacenter agreements.

What to watch: The July 30 Q2 earnings. Watch Q2 revenue trajectory, rate-case progression, and datacenter-load agreement commentary. Rate-case setback or datacenter-agreement delay stalls the tape near current highs; steady growth + datacenter affirmation extends toward $145.

On the calendar: 2026-07-30 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-17

American Electric Power is being framed as a key utility play on the AI boom — Rep. David Taylor disclosed a fresh AEP buy. Massive AI-driven load growth is expected. Noteworthy options flow: $517K of 11/20 $140 calls at $4.28. Dividend pay date alongside XOM/EMR/HL. Posters frame a rotation 'away from high-growth names and into cash-flow businesses.' Net tone is bullish on the AI-data-center power-utility thesis.

Read the AI verdict + X sentiment for $AEP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Large regulated electric utility serving 11 US states with significant owned transmission infrastructure and renewable buildout.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Electric sits in its cycle right now — and what that implies for $AEP.

Regulated Electric · Utilities

No material change from last week — Dominion Virginia (D) is the primary data center utility, and nuclear power re-rating (CEG, Oklo's DOE clearance milestone this week) continues as the..

What this means for $AEP

Partial — Large regulated electric utility serving 11 US states with significant owned transmission infrastructure and renewable buildout; exposure exists but is diluted by diverse end markets and revenue mix.

Industry benchmark

23-name peer basket
+426.6%YTD
+6.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
18.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
23.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
40.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$1.64$1.57+4.5%
Q4 2025Feb 12, 2026$1.19$1.15+3.5%
Q3 2025Oct 29, 2025$1.80$1.81-0.6%
Q2 2025Jul 30, 2025$1.43$1.27+12.6%
Next earningsThu, Jul 30·consensus EPS $1.48

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.0B+6.8%64.8%22.6%$1.61$-1.3B
Q4 FY25$5.0B+7.3%9.1%18.3%$1.09$3.9B
Q3 FY25$6.0B+9.5%47.0%25.3%$1.82$316.2M
Q2 FY25$5.1B+9.9%34.7%27.5%$2.29$3.3B

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$23.4B$21.8B – $24.5B$6.35$6.25 – $6.4512
FY27$24.7B$22.2B – $26.4B$6.85$6.77 – $6.9812
FY28$26.6B$26.4B – $26.8B$7.58$7.52 – $7.6816
FY29$28.7B$26.4B – $31.4B$8.33$7.45 – $9.3615
FY30$30.7B$28.2B – $33.6B$9.11$8.16 – $10.2415

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.80%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 542.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.505-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellFeb 27Phillip R. UlrichPresident4.1K sh$542K
+ 51 other (32 awards · 19 inkinds) in window

See when $AEP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementMay 148-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

AEP entered into a underwriting agreement (8-K Item 1.01, dated 2026-05-14). Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

424B5Prospectus supplement (offering)May 13424B5
AI summary

AEP filed a 424B5 prospectus supplement dated 2026-05-13, representing an active capital markets transaction. Offering size: approximately $2.56 billion. Priced at $6.50 per share. This represents immediate dilution to existing shareholders.

424B5Prospectus supplement (offering)May 12424B5
AI summary

AEP filed a 424B5 prospectus supplement dated 2026-05-12, representing an active capital markets transaction. Priced at $6.50 per share. This represents immediate dilution to existing shareholders.

3New insider — initial holdingsApr 303
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for AEP on 2026-04-30, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KShareholder voteApr 298-K — Item 5.07: Shareholder vote
AI summary

AEP held its annual meeting of stockholders around 2026-04-29 (8-K Item 5.07). Stockholders elected 1 director to the board. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KOfficer or director changeFeb 178-K — Item 5.02: Officer or director change
+ 12 other (2 earnings 8-Ks · 2 13Gs · 2 proxys · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Here Are Thursday’s Top Wall Street Analyst Research Calls: Alphabet, BlackRock, Etsy, Flex, Lululemon Athletica, Meta Platforms, Okta, Palo Alto Networks, and More247wallst.com·1d agoForget Nvidia. Watch these AI stocks instead.youtube.com·8d agoUS power companies scramble to secure equipment as surging data center demand strains suppliesreuters.com·8d agoAEP's Texas unit secures up to $3.26 billion federal loan to upgrade power gridreuters.com·9d agoWill AEP (AEP) Beat Estimates Again in Its Next Earnings Report?zacks.com·14d ago

In themes

Explore the broader themes this ticker is being talked about under.

Nuclear RenaissanceThe Power Grid

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Voices on X · last 7 days

No standout posts about $AEP on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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