American Electric Power Company Inc.
AEP - Insider Information
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+ FollowMarket Cap$71.27B
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Earnings Call Q3 2026
October 28, 2026 - AI Summary
Strong Q3 results + raised/confirmed 2026 outlook
- Q3’26 operating EPS: $2.23 vs $1.80 in Q3’25 (segment earnings up across the company).
- Management now expects full-year 2026 operating EPS at or above the high end of $6.25–$6.55 (i.e., bias to the top of range).
- Also provided 2027 and 2028 operating EPS guidance ranges: $6.75–$7.05 (2027) and $7.40–$7.70 (2028).
Big upside: longer-term growth outlook upgraded (forecasts)
- New long-term expected annual operating EPS growth rate: 9%–11% for 2027–2031 (up from prior 7%–9%).
- Expects >10% operating earnings CAGR through 2031, based on the prior 2026 guidance midpoint.
- Provided additional visibility further out: ~10% operating earnings CAGR through 2033.
- Management emphasizes “more visibility than ever,” and frames this as a meaningful step-change in AEP’s growth profile (not just near-term prompt-year guidance).
Capital plan jump: $100B over 5 years (growth engine)
- Announced $100B 5-year capital plan through 2031 (one of the largest in the industry), anchored in safety, reliability, resilience.
- Expect rate base to nearly double from $87B (2026) to $162B (2031).
- Capital mix highlights:
- Transmission: $37B through 2031 (now includes the Piketon, Ohio 765 kV project); transmission rate base approaches ~$70B by 2031.
- Generation: $36B through 2031 (with regulated gas generation up +$7B vs prior plan), plus contracted demand and retirements driving need.
- Distribution: $22B focused on grid modernization/replacement and reliability/resiliency.
- Execution support: standardized designs, early procurement, key supplier relationships; plus formalized partnership with Quanta.
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$-120.12
192.9% downside
Current Fair Value
192.9% downsideOvervalued by 192.9% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $71.27 Billion |
|---|---|
| Enterprise Value | $124.91 Billion |
| Annual dividend | $3.80 |
| Dividend yield | 2.92% |
| Earnings per Share | $6.66 |
| Beta | 0.47 |
| Outstanding Shares | 544,431,979 |
Return
| Return on Equity | 10.52% |
|---|---|
| Return on Assets | 2.78% |
| Return on Invested Capital | 4.81% |
Valuation & Multiples
| P/E Ratio | 21.07 |
|---|---|
| PEG | 84.86 |
| Price to Sales | 3.01 |
| Price to Book Ratio | 2.12 |
| Enterprise Value to Revenue | 5.33 |
| Enterprise Value to EBIT | 24.17 |
| Enterprise Value to Net Income | 36 |
| Total Debt to Enterprise | 0.43 |
| Debt to Equity | 1.68 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS Estimate
$2.01
Consensus analyst estimateRevenue Estimate
$6.45 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 11, 2027
EPS Estimate
$1.36
Consensus analyst estimateRevenue Estimate
$5.48 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 48.61% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 3.65%▼ 89.27% |
|---|---|
| Total Invested | $2.36B▼ 96.59% |
| Investors Holding | 786▼ 1249.00% |
About American Electric Power Company Inc.
2,018 employees
CEO: William J. Fehrman
American Electric Power , is a major investor-owned electric utility in the United States, delivering electricity to more than five million customers in 11 states.[citation needed] AEP ranks among the nation's largest generators of elec...