AMERICAN ELECTRIC POWER CO INC · Electric Services

AEP

Low riskNext report: In 1 days (est.)

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The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 10% in the latest quarter vs a year ago
Profitable every year for 10 years
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 13% to their holdings in the quarter ending June 2026 (1016 bought, 681 sold)
Held by George Soros (Soros Fund), Ray Dalio (Bridgewater), Carl Icahn

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$129.23-0.3% that day

Company value: $70.3B; Share price times all shares
Price vs profit (P/E): 19.1x; You pay about $19 for each $1 of yearly profit
Price vs sales: 3.1x; Company value is 3.1 times a year of sales
Dividend yield: 2.9%; Yearly dividend as a share of today's price
Cash vs value: 0%; Cash as a share of company value
Debt vs value: 67%; Debt as a share of company value

From AEP's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Mar '26

$6.0B+10% vs a year earlier

Jun '23Tap a barMar '26

Last 12 months: $22.4B, up 11% from the 12 months before. Over 5 years, sales grew about 8.0% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of AEP. Starting points are the company's recent numbers.

Sales growth+11% a yearRecently: +11% a yearProfit margin17%Last 12 months: 16.9%P/E at the end19xToday: 19.1x. Many steady companies trade at 12x to 25xShare count change+2% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$37.8B

Profit in 5 years$6.4B

Price these guesses point to$203.24+57% vs $129.23 todayAbout +9.5% a year, before dividends

What today's price needs: with a 17% margin and a 19x P/E, sales would have to grow about 1.4% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/6Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.12.7%
MissDebt under half of equityNot relying on borrowed money.1.52x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.16.9%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$6.9B
MissShare count not growingNot diluting owners. Falling means buybacks.+4.7% in 3 years

Revenue: $21.9B; +9.5% vs prior year
5-year growth: +8.0%/yr; revenue, per year
Total debt: $47.3B; 1.52x equity
Current ratio: 0.45x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Mar 31, 2026

Reported Jul 30

Revenue: $6.0B; +10.2% YoY
EPS: $1.60; vs $1.50
Op. margin: 22.6%; -0.9 pts
Free cash flow: $554.0M
Share count: +2.3%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

70/ 100

This week: 4
Normal week: 1.7
vs normal: 2.3x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+13.0%

Institutions added 13.0% to their holdings. 1016 bought, 681 sold. 2 quarters of net buying in a row.

Shares held by institutions501.8M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+1.9%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

1.6x · $49.6B debt

Shares outstandingLatest reported

544M

Earnings reports

Last 12

Next reportIn 1 days (est.)Estimated from the same quarter last year

Results filedJul 30
Results filedMay 5
Results filedFeb 12
Results filedOct 29, 2025
Results filedJul 30, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

Offering prospectusMay 13 · View filing ↗Offering Offering prospectusMay 12 · View filing ↗Offering

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

New insiderOct 26 · Form 3 ↗New insiderOct 26 · Form 3 ↗

Stock awardDouglas A CannonPresident AEP Transmission

20,044 shares at $124.72 · $2.5M

+77% of holdings
Now owns 46,007 shares
Filed 2 days after trade

Oct 19Form 4 ↗

Stock awardRobert BerntsenExecutive Vice President

20,044 shares at $124.72 · $2.5M

+98% of holdings
Now owns 40,450 shares
Filed 2 days after trade

Oct 19Form 4 ↗

Shares withheld for taxesRobert BerntsenExecutive Vice President

1,425 shares at $119.75 · $171K

-7% of holdings
Now owns 20,405 shares
Filed 4 days after trade

Oct 1Form 4 ↗

Shares withheld for taxesKelly J FerneauExecutive Vice President

362 shares at $119.75 · $43K

-2% of holdings
Now owns 15,364 shares
Filed 4 days after trade

Oct 1Form 4 ↗

Stock awardSara Martinez TuckerDirector

Now owns 33,246 shares
Phantom Stock Units
Filed 2 days after trade

Sep 30Form 4 ↗

Stock awardDaryl RobertsDirector

Now owns 1,147 shares
Phantom Stock Units
Filed 2 days after trade

Sep 30Form 4 ↗

Insider tradeOct 2 · Form 4 ↗Insider tradeOct 2 · Form 4 ↗Insider tradeOct 2 · Form 4 ↗Insider tradeOct 2 · Form 4 ↗Insider tradeOct 2 · Form 4 ↗Insider tradeOct 2 · Form 4 ↗Insider tradeOct 2 · Form 4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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