American Electric Power (AEP) News Today

American Electric Power Co., Inc. (NASDAQ:AEP) shares are trading higher today, driven by robust Q2 results, upbeat full-year guidance, and multiple analyst price-target increases. Offsetting these positives are modest cuts to annual EPS forecasts and ongoing elevated capital spending.

• Positive Sentiment: Raymond James Financial reaffirmed its “Outperform” rating on AEP and raised the price target to $122.00, highlighting confidence in the company’s growth prospects. American Electric Power (NASDAQ:AEP) Receives Outperform Rating from Raymond James Financial
• Positive Sentiment: Strong Q2 earnings beat consensus, with EPS of $1.43 vs. $1.27 expected and revenues of $5.06 B topping forecasts, driving the stock to a new one-year high. American Electric Power (NASDAQ:AEP) Reaches New 1-Year High on Strong Earnings
• Positive Sentiment: Company issued robust FY2025 EPS guidance of $6.57–$6.77, well above the consensus $5.87 estimate, indicating strong forward earnings visibility. American Electric Power (NASDAQ:AEP) Issues FY 2025 Earnings Guidance
• Positive Sentiment: AEP reported securing agreements for 24 GW of new data-center load by 2030 (up from 21 GW), underscoring significant demand drivers from the data-center boom. AEP reports 18GW of data center load growth through 2029
• Positive Sentiment: The AEP board approved its quarterly dividend, maintaining the company’s status as a reliable high-yield income stock. American Electric Power (AEP) Board Approves Quarterly Dividend
• Neutral Sentiment: Scotiabank kept its “Sector Perform” (Hold) rating while raising the price target to $114. American Electric Power (NASDAQ:AEP) Stock Price Expected to Rise, Scotiabank Analyst Says
• Neutral Sentiment: Mizuho lifted its price objective to $116.00 with a “Neutral” rating, reflecting a cautious stance despite upgrading forecasts. American Electric Power (NASDAQ:AEP) Price Target Raised to $116.00 at Mizuho
• Neutral Sentiment: Barclays raised its price target to $111.00 and assigned an “Equal Weight” rating, suggesting limited upside from current levels. Benzinga Coverage
• Neutral Sentiment: UBS Group increased its price target to $110.00 but maintained a “Sell” rating, indicating mixed views on valuation versus fundamentals. American Electric Power (NASDAQ:AEP) Given New $110.00 Price Target at UBS Group
• Neutral Sentiment: Scotiabank maintained a “Hold” rating on AEP, suggesting steady medium-term performance. Scotiabank Keeps Their Hold Rating on American Electric Power (AEP)
• Neutral Sentiment: AEP executives plan to increase the five-year capex budget to $70 B, supporting growth while raising debt but potentially pressuring near-term cash flows. AEP Executives Plan to Ramp Capex Budget 30% to $70B
• Neutral Sentiment: MSN published the Q2 2025 earnings call transcript, providing detailed insights into management’s growth strategy. American Electric Power Company, Inc. (NASDAQ:AEP) Q2 2025 Earnings Call Transcript
• Negative Sentiment: Seaport Research Partners reduced its FY2025 EPS estimate to $5.84 from $5.90, signaling slightly lower expected profitability. Seaport Res Ptn Issues Pessimistic Forecast for AEP Earnings
• Negative Sentiment: A Business Insider report highlights shifting power-cost dynamics that could increase regulatory scrutiny on utility pricing. Here's how we all ended up paying Big Tech's power bill

Investors should weigh the data-center-driven growth and reliable dividend against elevated capex plans and slightly tempered EPS forecasts when assessing AEP’s risk/reward profile.