494,747 Shares in American Electric Power Company, Inc. $AEP Acquired by Munich Reinsurance Co Stock Corp in Munich

Key Points

• Munich Reinsurance Co Stock Corp in Munich bought a new stake of 494,747 shares of American Electric Power (AEP), worth about $55.66 million, and institutional investors now own roughly 75.24% of the company.
• AEP beat quarterly expectations (EPS $1.19 vs. $1.15; revenue $5.32B vs. $5.07B), set FY2026 guidance of 6.150–6.450 EPS, and announced a $0.95 quarterly dividend (annualized $3.80, ~2.9% yield).
• Analyst sentiment is broadly positive with a "Moderate Buy" consensus and an average price target of $135.10; several brokers raised targets (Evercore $153, Jefferies $150) while Bank of America downgraded to Neutral.

Munich Reinsurance Co Stock Corp in Munich bought a new stake in American Electric Power Company, Inc. (NASDAQ:AEP - Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 494,747 shares of the company's stock, valued at approximately $55,659,000. Munich Reinsurance Co Stock Corp in Munich owned 0.09% of American Electric Power as of its most recent SEC filing.

Several other large investors have also modified their holdings of AEP. Harbor Capital Advisors Inc. purchased a new stake in American Electric Power in the 3rd quarter valued at about $26,000. Meeder Asset Management Inc. acquired a new position in American Electric Power in the third quarter valued at about $26,000. Dogwood Wealth Management LLC boosted its stake in American Electric Power by 330.2% during the third quarter. Dogwood Wealth Management LLC now owns 228 shares of the company's stock worth $26,000 after buying an additional 175 shares during the period. Montag A & Associates Inc. increased its position in shares of American Electric Power by 166.0% during the second quarter. Montag A & Associates Inc. now owns 282 shares of the company's stock valued at $29,000 after acquiring an additional 176 shares during the last quarter. Finally, Osterweis Capital Management Inc. increased its position in shares of American Electric Power by 3,000.0% during the second quarter. Osterweis Capital Management Inc. now owns 310 shares of the company's stock valued at $32,000 after acquiring an additional 300 shares during the last quarter. Institutional investors and hedge funds own 75.24% of the company's stock.

American Electric Power Stock Performance

NASDAQ:AEP opened at $131.87 on Friday. American Electric Power Company, Inc. has a 52 week low of $97.46 and a 52 week high of $134.60. The company has a fifty day simple moving average of $122.48 and a two-hundred day simple moving average of $117.90. The company has a quick ratio of 0.33, a current ratio of 0.45 and a debt-to-equity ratio of 1.37. The company has a market cap of $71.60 billion, a price-to-earnings ratio of 19.68, a price-to-earnings-growth ratio of 3.11 and a beta of 0.61.

American Electric Power (NASDAQ:AEP - Get Free Report) last announced its quarterly earnings data on Thursday, February 12th. The company reported $1.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.15 by $0.04. American Electric Power had a return on equity of 10.46% and a net margin of 16.37%.The business had revenue of $5.32 billion for the quarter, compared to analysts' expectations of $5.07 billion. During the same period last year, the firm earned $1.24 earnings per share. The company's revenue for the quarter was up 13.2% compared to the same quarter last year. American Electric Power has set its FY 2026 guidance at 6.150-6.450 EPS. As a group, equities analysts anticipate that American Electric Power Company, Inc. will post 5.87 earnings per share for the current fiscal year.

American Electric Power Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be given a dividend of $0.95 per share. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 2.9%. American Electric Power's payout ratio is currently 56.72%.

American Electric Power News Roundup

Here are the key news stories impacting American Electric Power this week:

• Positive Sentiment: AEP is planning roughly $72 billion of grid and renewable investments through 2030 to drive rate-base growth and long-term earnings visibility, supporting the utility-style growth story. American Electric Drives Growth Through Investments and Renewables
• Positive Sentiment: Evercore raised its price target on AEP to $153 and maintained an Outperform rating, signaling analyst confidence and potential upside relative to the current price. Evercore price target raise
• Positive Sentiment: AEP named Adrian Rodriguez president and COO of AEP Texas to strengthen regulatory and stakeholder engagement in a key growth market (he joins March 30). This is a governance/operations positive that could help execution on Texas initiatives. AEP Names Adrian Rodriguez
• Positive Sentiment: Recent quarterly results beat top-line and EPS expectations and AEP set FY2026 guidance (EPS 6.150–6.450), which underpins the stock’s fundamental case for steady regulated earnings growth. (Company release / earnings coverage)
• Positive Sentiment: Brokerage consensus sits around a "Moderate Buy," reinforcing analyst support for the shares. Consensus rating report
• Neutral Sentiment: Comparative valuation pieces (FE vs. AEP) and sector write-ups are highlighting AEP as a dividend/value play versus peers—useful context but not immediate catalysts. FE or AEP valuation article
• Neutral Sentiment: Coverage noting AEP has outperformed the utilities sector recently provides sentiment/context but is not a direct fundamental driver. Sector performance piece
• Neutral Sentiment: Several short-interest updates show anomalous/zero values and NaN changes—this appears to be a data glitch and is not a meaningful short-squeeze signal. (data items)
• Negative Sentiment: Analysts flag concentration risk from Retail Electric Providers (REPs) in some markets and note that proposed/new EPA rules could raise compliance costs or capital timing risk—these are regulatory and counterparty risks that could pressure returns. Zacks coverage on risks

Analysts Set New Price Targets

Several brokerages have recently commented on AEP. Argus upped their price objective on shares of American Electric Power from $128.00 to $140.00 and gave the stock a "buy" rating in a report on Monday, March 2nd. Jefferies Financial Group reiterated a "buy" rating and issued a $150.00 target price on shares of American Electric Power in a report on Friday, February 20th. Evercore raised their price target on American Electric Power from $137.00 to $153.00 and gave the stock an "outperform" rating in a research report on Thursday. Bank of America downgraded American Electric Power from a "buy" rating to a "neutral" rating and cut their price objective for the company from $131.00 to $122.00 in a report on Monday, January 12th. Finally, Weiss Ratings reaffirmed a "buy (b)" rating on shares of American Electric Power in a research report on Wednesday, January 21st. Thirteen analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $135.10.

Insider Buying and Selling

In related news, Director Benjamin G. S. Fowke III sold 5,000 shares of the firm's stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $115.07, for a total value of $575,350.00. Following the sale, the director owned 25,898 shares of the company's stock, valued at $2,980,082.86. This trade represents a 16.18% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Kelly J. Ferneau sold 1,351 shares of American Electric Power stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $131.46, for a total transaction of $177,602.46. Following the completion of the transaction, the executive vice president owned 15,410 shares of the company's stock, valued at $2,025,798.60. This represents a 8.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 10,457 shares of company stock worth $1,295,273. Company insiders own 0.07% of the company's stock.

American Electric Power 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.

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