American Electric Power Company, Inc.
boothcheck covers American Electric Power Company, Inc. (AEP) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• A multi-state footprint of regulated wires and generation is being rebuilt around one new customer type, which the annual report describes as ⟦rapid commercial customer class load growth, especially from data processing and other energy-intensive operations⟧, and management has raised the five-year capital plan to $78 billion from $72 billion to serve it [Source: AEP first-quarter 2026 earnings release, May 5, 2026]. • The financing of that plan is the specific risk: net debt already stands at
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1,880 institutional managers reported holding AEP in 13F filings for the quarter ended 2026-03-31. Together they hold about 81% of the company; the top 10 hold 40%. 190 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 33.6M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (7.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AEP's share count grew 8.4% over the past five years. It pays a dividend, and has for 2 years running; the current rate is $3.74 a share annually. Cash returned over the past three years: $1.81B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at AEP over the trailing three years. Absence is a fact about the company, not a signal. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AEP's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | -2.5% | -11.9% |
| 2023-11-03 | +4.2% | +5.5% |
| 2024-02-27 | +2.0% | +2.4% |
| 2024-05-01 | +1.8% | -0.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AEP's latest 8-K filings: 2026-07-30 (items 2.02, 9.01); 2026-07-21 (items 5.02); 2026-05-14 (items 1.01, 8.01, 9.01); 2026-05-05 (items 2.02, 9.01); 2026-04-29 (items 5.07, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.