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AEAEP

American Electric Power Company, Inc.

$AEP·$68B·Regulated Electric·Utilities
$122.43+0.1%YTD+11.2%1Y+11.2%
Mentions · last 7 days
2026-08-22: 7 posts2026-08-23: 12 posts2026-08-24: 7 posts74+8%
Price updated 3h ago·X counts updated 7d ago
AEAEP
$AEPAmerican Electric Power Company, Inc.
$122.43+0.10%74 posts+8%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 2026-08-29

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

AEP as Thiel's utilities pick (~10% of holdings) — quality utility compounder catching the AI-power derivative trade.

American Electric Power is one of the largest US regulated utilities — Ohio, Texas, and Virginia service territories with a growing data-center connection queue. The setup is a real-business quality name accelerating on the AI-power tailwind.

  • The core P&L is compounding as expected: Q1 revenue grew 6.8% YoY to $6.02B at a 65% gross margin, Q2 EPS at $1.36 vs $1.48 consensus was a small miss, and the sell side models FY26 EPS at ~$6.35 rising to ~$7.59 in 2028 — mid-teens EPS growth on a defensive utility base at 18.8x trailing earnings with 9% FCF yield.
  • The AI-power narrative is the fresh catalyst: Peter Thiel disclosed a utilities-heavy portfolio with AEP at ~10% of his holdings alongside VST, DTE, FE and CMS — a real institutional/venture-capital validation of the "AI needs power more than chips" thesis; the Trump-permitted 9.2-GW gas project to power OpenAI's Ohio AI campus is directly bullish for AEP given the Ohio-anchored territory.
  • The institutional-add signal is loud: Ancora Advisors bought 10,862 shares in late August, Bank OZK took a fresh position, and a new director (David Marriott, plus Equinix-affiliated Charles Meyers) joined the board on July 20 — the Equinix connection is a real data-center-relationship signal.

The setup is a real-business quality utility compounder accelerating on the Thiel-plus-AI-power derivative trade — the October 29 Q3 print is the referee, and the market needs continued 6%+ revenue growth plus updated data-center connection queue color. A clean beat plus a named additional AI-campus power supply announcement extends the accelerating trajectory toward $135; a soft NII commentary or a fresh rate-case adverse ruling cools the tape from current levels.

Agrees with X sentimentThe bullish X read on Peter Thiel's disclosed utilities-heavy portfolio with AEP called out at ~10% of his holdings alongside VST/DTE/FE/CMS, the 'AI needs power more than chips' thesis, and the Trump-permitted 9.2-GW gas project to power OpenAI's Ohio AI campus as directly bullish for AEP is factually consistent with the reports. The market-neutral short and "power stocks have sucked for a year" caveats are fair minority reads but the dominant retail-utility-lean narrative captures the tape.

What to watch: The October 29 Q3 earnings — need continued 6%+ revenue growth, updated data-center connection queue color, and reiterated FY26 EPS guide toward the $6.35 consensus. A soft NII commentary or a fresh rate-case adverse ruling cools the tape from current levels; a clean beat plus a named additional AI-campus power supply announcement extends the accelerating trajectory toward $135.

On the calendar: 2026-10-29 — Q3 earnings

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-08-29

American Electric Power chatter is bullish. Peter Thiel disclosed AEP at 10.1% of his 8-position portfolio (heavy AI-power thesis), grouped with VST/DTE/FE/CMS in the utilities basket. Retail voices buy standard utilities for the AI boom but smart-money analysis of Thiel's positioning reveals more concentrated AI-data-center bets. One short trader pairs AEP short vs UAMY long to stay market-neutral.

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

Rate base growth — driven by grid modernization and data center load additions — is the earnings engine for regulated utilities. Regulatory lag (rate cases vs actual capex) is the near-term cash flow timing risk.

What this means for $AEP

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Industry benchmark

23-name peer basket
+5.4%YTD
-1.5%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
Q2 2026Jul 30, 2026$1.36$1.48-8.1%
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%
Next earningsThu, Oct 29·consensus EPS $2.01

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$23.3B$22.1B – $24.5B$6.35$6.25 – $6.452
FY27$24.7B$22.7B – $26.1B$6.85$6.77 – $6.9812
FY28$26.6B$23.1B – $30.8B$7.59$7.52 – $7.6816
FY29$28.9B$27.0B – $31.1B$8.36$7.63 – $9.1915
FY30$30.9B$28.9B – $33.3B$9.15$8.35 – $10.0615

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.48%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.-6.1%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.-3.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 542.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% 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.β0.515-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.

Insider activity

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

Recent transactions

No open-market buys or sells in the last 180 days.

+ 43 other (29 awards · 14 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
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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

3New insider — initial holdingsJul 273
AI summary

Charles J. Meyers, a Director of American Electric Power Co., Inc. (AEP) affiliated with Equinix Inc. (Redwood City, CA), filed an initial Form 3 on July 27, 2026 reporting direct beneficial ownership of 225 shares of AEP common stock, effective July 20, 2026. This is a routine Section 16 initial ownership disclosure triggered by a new board appointment. No material investment significance; the 225-share position is nominal.

3New insider — initial holdingsJul 273
AI summary

David S. Marriott, a newly appointed Director of American Electric Power Co., Inc. (AEP) based in Bethesda, MD, filed an initial Form 3 on July 27, 2026 reporting zero shares of AEP common stock as of his appointment on July 20, 2026. This is a routine Section 16 initial ownership disclosure with no operational or investment significance.

8-KOfficer or director changeJul 218-K — Item 5.02: Officer or director change
AI summary

American Electric Power Company, Inc. elected David S. Marriott (Chairman of Marriott International since 2022; prior COO roles at Marriott) and Charles J. Meyers (Executive Chairman of Equinix since 2024; CEO 2018–2024) to its Board of Directors effective July 20, 2026. Marriott was appointed to the Audit Committee and Technology Committee; Meyers to the Nominating, Governance & Compensation Committee and the Nuclear Oversight Committee. Both serve as independent directors with initial terms through the 2027 annual meeting. Routine governance additions of two experienced executives with complementary backgrounds in hospitality/real estate and data center/interconnection infrastructure — the latter relevant given AEP's growing data center power load.

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.

+ 11 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

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

Peter Thiel's Fund Reported Zero Stocks for 2 Straight Quarters. Its $419 Million Comeback Put 72% Into Energy and Power.fool.com·2d agoArcher Investment Corp Purchases Shares of 14,699 American Electric Power Company, Inc. $AEPdefenseworld.net·3d agoNextEra Energy vs. AEP: Which Electric Power Stock Has More Upside?zacks.com·3d agoBillionaire Tech Mogul Peter Thiel Bought 8 New Stocks in Q2. They All Have a Common Theme.fool.com·4d agoAncora Advisors LLC Buys Shares of 10,862 American Electric Power Company, Inc. $AEPdefenseworld.net·4d 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 · top 3 · 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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