Natixis Advisors LLC Boosts Stock Position in American Electric Power Company, Inc. $AEP

Key Points

• Natixis Advisors LLC increased its stake in American Electric Power by 3.6% in Q3 to 453,829 shares, worth about $51.06 million, and institutional investors now own roughly 75.24% of the stock.
• AEP beat quarterly estimates with $1.19 EPS and $5.32 billion in revenue (up 13.2% y/y) and issued FY2026 guidance of $6.15–$6.45 EPS, while analysts consensus for the current year is about 5.87 and the average price target is $135.24.
• The company declared a quarterly dividend of $0.95 (annualized $3.80), implying a yield of ~2.9% and a payout ratio of 56.72%.

Natixis Advisors LLC grew its position in American Electric Power Company, Inc. (NASDAQ:AEP - Free Report) by 3.6% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 453,829 shares of the company's stock after purchasing an additional 15,665 shares during the period. Natixis Advisors LLC owned approximately 0.08% of American Electric Power worth $51,056,000 at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of AEP. Harbor Capital Advisors Inc. acquired a new stake in shares of American Electric Power during the third quarter worth about $26,000. Meeder Asset Management Inc. acquired a new position in American Electric Power in the 3rd quarter worth approximately $26,000. Dogwood Wealth Management LLC increased its holdings in American Electric Power by 330.2% in the 3rd 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. raised its position in American Electric Power by 166.0% during the 2nd quarter. Montag A & Associates Inc. now owns 282 shares of the company's stock worth $29,000 after buying an additional 176 shares during the last quarter. Finally, Osterweis Capital Management Inc. raised its position in American Electric Power by 3,000.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 310 shares of the company's stock worth $32,000 after buying an additional 300 shares during the last quarter. 75.24% of the stock is currently owned by hedge funds and other institutional investors.

American Electric Power Trading Down 0.0%

American Electric Power stock opened at $131.86 on Tuesday. The firm has a market cap of $71.59 billion, a PE ratio of 19.68, a P/E/G ratio of 3.10 and a beta of 0.61. American Electric Power Company, Inc. has a 12 month low of $97.46 and a 12 month high of $134.60. The stock's 50 day simple moving average is $122.80 and its two-hundred day simple moving average is $118.10. The company has a current ratio of 0.45, a quick ratio of 0.33 and a debt-to-equity ratio of 1.37.

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

American Electric Power Announces Dividend

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

Insiders Place Their Bets

In other American Electric Power news, EVP Kelly J. Ferneau sold 1,351 shares of the company's stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $131.46, for a total value of $177,602.46. Following the completion of the transaction, the executive vice president owned 15,410 shares in the company, valued at approximately $2,025,798.60. This represents a 8.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Benjamin G. S. Fowke III sold 5,000 shares of the stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $115.07, for a total transaction of $575,350.00. Following the sale, the director directly owned 25,898 shares in the company, valued at approximately $2,980,082.86. The trade was a 16.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 10,457 shares of company stock worth $1,295,273. Company insiders own 0.07% of the company's stock.

Wall Street Analyst Weigh In

AEP has been the topic of several recent research reports. Mizuho upped their price objective on shares of American Electric Power from $123.00 to $130.00 and gave the company a "neutral" rating in a report on Friday, February 13th. Argus raised their target price 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. Siebert Williams Shank started coverage on shares of American Electric Power in a research report on Thursday, December 18th. They set a "buy" rating and a $137.00 target price for the company. Barclays upped their price target on shares of American Electric Power from $121.00 to $128.00 and gave the company an "equal weight" rating in a report on Friday, February 13th. Finally, Wall Street Zen raised American Electric Power from a "sell" rating to a "hold" rating in a research report on Sunday, March 1st. Thirteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $135.24.

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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