AEP
American Electric Power
Utilities · Electric Utilities · US
$130.16
Close 2025-12-31
✗ ETHICAL FAIL

MODERATE MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$70.8B
Trailing P/E
19.30
Forward P/E
18.90
Rev Growth
+10.2%
Profit Margin
16.3%
ROE
12.6%
Analyst Target
$144.48
Recommendation
BUY
About American Electric Power

American Electric Power Company, Inc., an electric public utility holding company, engages in the generation, transmission, and distribution of electricity for sale to retail and wholesale customers in the United States. It operates through Vertically Integrated Utilities, Transmission and Distribution Utilities, AEP Transmission Holdco, and Generation & Marketing segments. The company generates electricity using coal and lignite, nuclear, natural gas, renewable, hydro, solar, wind, and other energy sources; owns, operates, maintains, and invests in transmission infrastructure; and engages in the retail supply, and wholesale energy trading and marketing businesses. It operates approximately 252,000 circuit miles of distribution lines; 38,000 circuit miles of transmission lines; and 25,000 MWs of regulated owned generating capacity. American Electric Power Company, Inc. was incorporated in 1906 and is headquartered in Columbus, Ohio.

Opportunity Summary
Trading near fair value at $130 (estimated $138). Moderate competitive position. Fails ethical screen (Debt ratio). Ranks better than 13% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.43%)FAIL
Cash Ratio (0.05%)PASS
Receivables Ratio (0.01%)PASS
Revenue Ratio (0.00%)PASS
OverallFAIL
Score Ethical: 10.0
Score Valuation: 67.0
Score Quality: 46.0
Score Combined: 40.8
Fair Value Est: $138.00 · Margin of Safety: +6.0% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation100.0
Quality41.6
Cash Flow0.0
Moat50.0
Balance Sheet40.4
Debt Purity0.0
Liquid Purity84.5
Rev Purity100.0
Compliance54.3
Tier: BRONZE · Score: 53.0 · Rank: #1216
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-07-301.50Pending--
2026-05-051.571.61+2.8%
2026-02-121.151.19+3.6%
2025-10-291.831.82-0.4%
2025-07-301.271.43+12.8%
2025-05-061.401.54+9.9%
2025-02-131.241.24-0.2%
2024-11-061.801.85+3.0%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$6.0B$874.0M$2.4B$3.5B$1.4B1.61
2025-12-31$5.3B$582.0M$2.2B$3.3B$1.2B
2025-09-30$6.0B$972.0M$2.5B$3.6B$1.5B1.82
2025-06-30$5.1B$1.2B$2.4B$3.2B$1.4B2.29
2025-03-31$5.5B$800.0M$2.2B$3.3B$1.3B1.50
2024-12-31
Insider Transactions
DateNameRoleSharesValue
2026-03-31STODDARD DANIEL G.Director1,619$212.2K
2026-03-10FERNEAU KELLY J.Officer14$1.9K
2026-03-10CANNON DOUGLAS AOfficer11$1.5K
2026-03-10ECKERT JOHANNES GOfficer4$529.0
2026-03-10ULRICH PHILLIP R.Officer110$14.6K
2026-03-10KNAPP ALICIA ROfficer9$1.2K
2026-03-10FEHRMAN WILLIAMChief Executive Officer96$12.7K
2026-03-10BERNTSEN ROBERTOfficer9$1.2K
2026-03-10MIHALIK TREVOR IChief Financial Officer61$8.1K
2026-02-26FERNEAU KELLY J.Officer4,941--
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.47.8M$6.3B0.1%
Vanguard Capital Management LLC35.1M$4.6B0.1%
State Street Corporation30.3M$4.0B0.1%
Vanguard Portfolio Management LLC15.6M$2.1B0.0%
GQG Partners LLC15.0M$2.0B0.0%
Morgan Stanley14.5M$1.9B0.0%
Geode Capital Management, LLC14.2M$1.9B0.0%
Wellington Management Group, LLP13.2M$1.7B0.0%
Barclays Plc10.4M$1.4B0.0%
Ameriprise Financial, Inc.9.1M$1.2B0.0%
Analyst Recommendations
3 Months Ago
2
11
11
24 analysts
2 Months Ago
2
9
12
23 analysts
Last Month
2
8
13
23 analysts
Current
3
11
10
24 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$124.1B
Price/Book
2.25
Beta
0.552
Analysts
21
Total Revenue (TTM)
$22.4B
Total Debt
$51.8B
Earnings Growth
+6.7%
Dividend Yield
292.0%
Rec. Mean
1.96
Short Ratio
7.46
Short % Float
0.0%
Employees
17,581

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Trade Consideration
The Opportunity
Score 40.8 (P45 — top 54.8% of scored tickers). Moderate Moat. Ethical FAIL. 21 analysts at Buy.
Price: $130.16 | Target: $144.67 (+11%) | Fair Value: $138.00 (+6%)
Score
41
Moat
MODERATE
Conviction
Standard
Upside
+11%
The Fundamentals
Revenue Growth+10.2%
Profit Margin0.0%
ROE12.6%
Forward P/E18.9
Market Cap$70.8B
Earnings Track Record
DateEstimateReportedSurprise
2026-07-30$1.50Pending
2026-05-05$1.57$1.61+2.8%
2026-02-12$1.15$1.19+3.6%
2025-10-29$1.83$1.82-0.4%
2025-07-30$1.27$1.43+12.8%
2025-05-06$1.40$1.54+9.9%
Position Sizing Scenarios
Stop: $110.64 (-15%) | Entry: $130.16
SharesCostProfit to TargetR:R
To Consensus ($144.67, 21 analysts)
10$1,301.60+$145.10 (11%)0.7R
50$6,508.00+$725.50 (11%)0.7R
100$13,016.00+$1,451.00 (11%)0.7R
To Fair Value ($138.00)
10$1,301.60+$78.40 (6%)0.4R
50$6,508.00+$392.00 (6%)0.4R
100$13,016.00+$784.00 (6%)0.4R
Risk Factors
  • Elevated short interest (7.46 days to cover)
The Verdict
American Electric Power holds a moderate competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
52.5
Risk Grade
LOW_RISK
Layers
8
Quality: HIGH_SORTINO,STRONG_EARNINGS_DRIFT
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-1.8%
worst expected daily loss, 19 in 20 days
CVaR 95%
-2.6%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
1.83
above 1.0 is good
Max Drawdown
-13.1%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
95
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
LOWER_HALF
Beta
Relative Volume
1.3x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
75.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

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Inverse Correlated
TickerCorrelation
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Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Thursday
Worst Day
Wednesday
Best Month
Feb
Worst Month
Dec
Fri-Mon Effect
0.12447742493903874
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+1.1%
Beat Drift Positive %
80.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-2.1%
3M Return
-0.4%
6M Return
+9.9%
12M Return
+32.7%
Momentum Rank
#2116
Momentum Signal
FLAT

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