Mitsubishi UFJ Asset Management Co. Ltd. Acquires 53,279 Shares of American Electric Power Company, Inc. $AEP

Key Points

• Mitsubishi UFJ Asset Management increased its stake in American Electric Power by 4.8% in Q4, buying 53,279 shares to hold 1,167,359 shares (about a 0.22% stake) valued at roughly $135.2 million.
• AEP beat Q1 estimates (operating EPS $1.64 vs. ~$1.57) and reported ~10% revenue growth, and management raised its five‑year capital plan to $78 billion while targeting 7–9% earnings growth through 2030 as contracted capacity ramps toward ~63 GW, largely from data centers.
• The company declared a quarterly dividend of $0.95 (annualized $3.80), implying a yield of about 2.9%; the ex‑dividend date is May 8 and the payment date is June 10.

Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in American Electric Power Company, Inc. (NASDAQ:AEP - Free Report) by 4.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,167,359 shares of the company's stock after buying an additional 53,279 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.22% of American Electric Power worth $135,192,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of AEP. PFG Investments LLC grew its position in shares of American Electric Power by 0.3% during the 3rd quarter. PFG Investments LLC now owns 24,823 shares of the company's stock valued at $2,793,000 after purchasing an additional 83 shares in the last quarter. Strategic Advisors LLC lifted its holdings in shares of American Electric Power by 0.3% during the 3rd quarter. Strategic Advisors LLC now owns 26,605 shares of the company's stock worth $2,993,000 after acquiring an additional 87 shares during the last quarter. SBI Securities Co. Ltd. lifted its holdings in shares of American Electric Power by 16.2% during the 3rd quarter. SBI Securities Co. Ltd. now owns 632 shares of the company's stock worth $71,000 after acquiring an additional 88 shares during the last quarter. LFA Lugano Financial Advisors SA lifted its holdings in shares of American Electric Power by 6.8% during the 3rd quarter. LFA Lugano Financial Advisors SA now owns 1,412 shares of the company's stock worth $159,000 after acquiring an additional 90 shares during the last quarter. Finally, Trueblood Wealth Management LLC lifted its stake in American Electric Power by 1.3% in the fourth quarter. Trueblood Wealth Management LLC now owns 6,937 shares of the company's stock worth $800,000 after purchasing an additional 91 shares during the last quarter. 75.24% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

AEP has been the subject of several recent research reports. Seaport Research Partners raised shares of American Electric Power from a "neutral" rating to a "buy" rating and set a $145.00 price target for the company in a research note on Monday, April 20th. Truist Financial assumed coverage on shares of American Electric Power in a research report on Tuesday, April 21st. They set a "buy" rating and a $148.00 price target on the stock. JPMorgan Chase & Co. boosted their price target on shares of American Electric Power from $139.00 to $141.00 and gave the company a "neutral" rating in a research report on Wednesday, April 15th. LADENBURG THALM/SH SH upgraded shares of American Electric Power from a "neutral" rating to a "buy" rating and set a $148.00 price objective on the stock in a report on Wednesday, March 4th. Finally, Barclays upped their target price on shares of American Electric Power from $135.00 to $136.00 in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $141.24.

American Electric Power News Summary

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

• Positive Sentiment: AEP beat Q1 estimates (operating EPS $1.64 vs. ~$1.57 consensus), reported ~10% revenue growth and reiterated FY2026 operating EPS guidance; management cited accelerating load from data centers and industrial customers as a growth driver. PR Newswire: AEP Q1 Results
• Positive Sentiment: AEP raised its five‑year capital plan to $78 billion, targets 7%–9% earnings growth through 2030 and flagged line-of-sight to another ~$10B of potential investment — a long-term growth story that supports higher earnings and regulated investment recovery. Reuters: Capital Plan
• Positive Sentiment: Surging contracted demand: AEP sees contracted capacity rising toward 63 GW by 2030, with ~90% tied to data centers — a secular demand trend supporting future load and regulated/contracted investment. DataCenterDynamics: Contracted Capacity
• Positive Sentiment: Multiple analyst upgrades / price-target raises after the quarter — Wells Fargo and Citigroup lifted targets to $148, Mizuho moved to $141 and Barclays nudged its target to $136 — signaling increased sell‑side conviction on AEP’s growth and investment plan. Benzinga: Analyst Revisions MarketScreener: Barclays
• Neutral Sentiment: FY2026 guidance reaffirmed at $6.12–$6.42 EPS (consensus ~6.33), so the quarter supports management targets but leaves limited near-term upside embedded in guidance. MarketBeat: Guidance & Call
• Negative Sentiment: Management signaled frustration with PJM Interconnection over slow generation interconnection timelines and said AEP is reviewing membership — the threat of exiting PJM or SPP introduces regulatory, market and customer‑contract complexity that can increase execution risk and near‑term uncertainty. TDWorld: CEO on PJM Yahoo Finance: Exit Consideration

Insider Buying and Selling at American Electric Power

In other news, EVP Phillip R. Ulrich sold 4,106 shares of the firm's stock in a transaction on Friday, February 27th. The shares were sold at an average price of $132.08, for a total transaction of $542,320.48. Following the sale, the executive vice president directly owned 42,263 shares in the company, valued at $5,582,097.04. This trade represents a 8.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Kelly J. Ferneau sold 1,351 shares of the firm's stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $131.46, for a total transaction of $177,602.46. Following the sale, the executive vice president owned 15,410 shares in the company, valued at $2,025,798.60. The trade was a 8.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.05% of the stock is owned by company insiders.

American Electric Power Stock Down 3.3%

Shares of American Electric Power stock opened at $132.57 on Thursday. The company has a quick ratio of 0.33, a current ratio of 0.45 and a debt-to-equity ratio of 1.37. American Electric Power Company, Inc. has a twelve month low of $97.46 and a twelve month high of $139.44. The company has a market cap of $72.06 billion, a price-to-earnings ratio of 19.47, a price-to-earnings-growth ratio of 3.22 and a beta of 0.56. The company's 50 day moving average is $132.71 and its 200 day moving average is $124.06.

American Electric Power (NASDAQ:AEP - Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The company reported $1.64 earnings per share for the quarter, topping the consensus estimate of $1.57 by $0.07. American Electric Power had a net margin of 16.29% and a return on equity of 10.32%. The business had revenue of $6.02 billion for the quarter, compared to the consensus estimate of $5.72 billion. During the same period last year, the firm earned $1.54 earnings per share. The company's quarterly revenue was up 10.2% on a year-over-year basis. American Electric Power has set its FY 2026 guidance at 6.120-6.420 EPS. Research analysts anticipate that American Electric Power Company, Inc. will post 6.33 EPS for the current year.

American Electric Power Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be given a $0.95 dividend. The ex-dividend date is Friday, May 8th. This represents a $3.80 annualized dividend and a yield of 2.9%. American Electric Power's dividend payout ratio (DPR) is presently 56.72%.

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.

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