American Electric Power (AEP) News Today

Quick take: American Electric Power (NASDAQ:AEP) is trading higher amid several analyst upgrades and a large federal loan guarantee that improves project funding and customer bill outcomes; those positives are partially offset by a director share sale and mixed near‑term earnings revisions.

• Positive Sentiment: TD Cowen initiated coverage with a "buy" rating and $133 price target (≈13% upside), adding fresh institutional interest and an upward catalyst for the stock. TD Cowen Begins Coverage on American Electric Power (NASDAQ:AEP)
• Positive Sentiment: AEP Transmission closed a $1.6B U.S. DOE loan guarantee to upgrade ~5,000 miles of lines, cutting financing costs (estimated $275M saved for customers) and de‑risking transmission expansion that supports future growth. AEP Receives U.S. Department of Energy Loan Guarantee to Upgrade 5,000 Miles of Transmission Lines
• Positive Sentiment: Goldman Sachs raised its price target to $128 and reiterated a "buy" — another vote of confidence that supports momentum and analyst-driven buying. Goldman Sachs Adjusts PT on American Electric Power to $128
• Positive Sentiment: Market reaction included AEP hitting a new 12‑month high following the cluster of analyst upgrades, reflecting positive sentiment from the coverage and target increases. American Electric Power (NASDAQ:AEP) Hits New 12-Month High Following Analyst Upgrade
• Neutral Sentiment: KeyCorp updated quarterly and multi‑year EPS forecasts (Q3: $1.81, Q4: $1.12, FY2025: $5.90, FY2026: $6.30, FY2029: $7.76); revisions are small and present a mixed but manageable outlook. What is KeyCorp's Forecast for AEP Q3 Earnings?
• Neutral Sentiment: JPMorgan raised its target to $121 but kept a "neutral" rating — suggests upside is acknowledged but not yet conviction for strong outperformance. JPMorgan Adjusts Price Target on American Electric Power to $121
• Negative Sentiment: Director Benjamin Fowke III sold 5,000 shares (disclosed Form 4); insider selling can be interpreted as a mild negative signal for sentiment even though the position remains large. SEC Form 4 — Benjamin Fowke III

Bottom line for investors: the dominant near‑term drivers are positive (new coverage, higher targets and a major DOE loan guarantee that improves project economics). Watch for follow‑through from institutional buyers and any additional analyst notes; the insider sale and small EPS tweaks are secondary considerations.