AEP
American Electric Power Company, Inc.Evidence as of 2026-10-03The desk's Snapshot
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Overview · American Electric Power Company, Inc.
American Electric Power Company, Inc., an electric public utility holding company, engages in the generation, transmission, and distribution of electricity for sale to retail and wholesale customers in the United States. It operates through Vertically Integrated Utilities, Transmission and Distribution Utilities, AEP Transmission Holdco, and Generation & Marketing segments. The company generates electricity using coa…
Management team
- Mr. Stuart J. Solomon · Senior Vice President of Generation ServicesFind on LinkedIn
- Mr. Phillip R. Ulrich · Executive VP & Chief Human Resources OfficerFind on LinkedIn
- Ms. Kate Sturgess · Senior VP, Controller, Chief Accounting Officer & Principal Accounting OfficerFind on LinkedIn
- Mr. Greg B. Hall · Executive VP & Chief Commercial OfficerFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
+0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence balance is Mixed (+0.1 of a possible +2; was +0.1 before debate) with high confidence. Reported revenues were $5,463,400,000 for fiscal Q1 2025 (fiscal quarter ended 2025-05-06), $5,086,900,000 for Q2 2025 (fiscal quarter ended 2025-07-30), $6,010,400,000 for Q3 2025 (fiscal quarter ended 2025-10-29) and $6,021,000,000 for Q1 2026 (fiscal quarter ended 2026-05-05). Operating income by quarter ran from $1,284,200,000 in fiscal Q1 2025 to $1,360,000,000 in fiscal Q1 2026, with quarter-level operating margins calculated at about 23.5% in fiscal Q1 2025, about 27.5% in Q2 2025, about 25.3% in Q3 2025 and about 22.6% in fiscal Q1 2026 using matching line items.
Trailing twelve‑month free cash flow is reported at $4,981,100,000 (FCF per share $9.1053), producing price/FCF of 13.13, EV/EBITDA of 15.87 and P/E (TTM) of 16.61; the model’s implied FCF growth rate is −0.86% given the price of $ 119.57 as of 2026-10-02. Long‑term debt rose across the reporting points from $42,643,000,000 as of FY 2024 (fiscal quarter ended 2024-12-31) to $49,554,000,000 as of fiscal Q1 2026 (fiscal quarter ended 2026-05-05). Shares outstanding and weighted‑average diluted shares also ticked higher into 2026, with weighted‑average diluted shares at 547,054,104 for fiscal Q1 2026.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Reported revenues were $5,463,400,000 for the fiscal Q1 2025 (2025-01-01 to 2025-03-31, 3mo).
XBRL companyfacts · 0000004904-25-000061Reported revenues were $5,086,900,000 for the fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo).
XBRL companyfacts · 0000004904-25-000141Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
AEP filed an annual report on Form 10-K with filing date 12 February 2026 (the 10-K filed 12 February 2026) that is present in the evidence set.
10-K filed 2026-02-12AEP filed an annual report on Form 10-K with filing date 13 February 2025 (the 10-K filed 13 February 2025) that is present in the evidence set.
10-K filed 2025-02-13Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutional investors reported $67.68B in total AEP holdings in the 13F data as of 2026-06-30 (holder count 1,989; total value change quarter-over-quarter +14.9%).
13F holdings · 1989 filers · as of 2026-06-30BlackRock, Inc. was the largest reported institutional holder with $6.98B, followed by VANGUARD CAPITAL MANAGEMENT LLC at $4.86B and STATE STREET CORP at $4.21B in the 13F as of 2026-06-30.
13F holdings · 1989 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple Kalkinemedia headlines on 2 October 2026 report that several American Electric Power directors acquired 379 phantom stock units each.
News · kalkinemedia.com · 2026-10-02A Kalkinemedia headline on 2 October 2026 reports an American Electric Power director submitted a stock deferral in an SEC Form 4 filing.
News · kalkinemedia.com · 2026-10-02Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Dixon Kate (Controller, CAO) sold 2,000 shares for a reported value of "$250k" on 2026-09-08 under a stated 10b5-1 plan.
Form 4 · Dixon Kate (Controller, CAO) · $250k sold · 2026-09-08The parsed activity shows "$0" bought and net_shares "-2000" in the 180-day window, i.e., no open-market officer purchases are recorded in the provided evidence.
Form 4 · Dixon Kate (Controller, CAO) · $250k sold · 2026-09-08Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model calculates an implied free-cash-flow (FCF) growth rate of -0.86% (implied_growth = -0.0086) given the price 119.57 as of 2026-10-02.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month valuation multiples from the filings: price/FCF is 13.13, EV/EBITDA is 15.87, and P/E (TTM) is 16.61.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
The evidence set shows sequential top-line and operating-income strength across the recent quarters (reported revenues and operating income in fundamentals-0 through fundamentals-5), with calculated operating margins remaining in the mid-20% range (fundamentals-6 and fundamentals-7). Diluted EPS and operating cash flow are positive and stable in the sample (fundamentals-8 and fundamentals-12), while institutional holdings are sizable and increased quarter-over-quarter in the latest 13F (ownership-0 and ownership-1), which financial advisors often cite as a signal of investor confidence. Trailing valuation multiples and FCF figures (valuation-0 through valuation-2 and valuation-5) show the company trading at multiples that many investors treat as moderate for a utility/regulated-power profile, and enterprise value figures indicate the market is pricing material leverage into valuation (valuation-4). While some items raise questions, the joint pattern of revenue, operating income, margins, cash generation, and large institutional ownership supports a favorable read of the company’s recent operating performance.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.36
36 surviving claims rest on 18 distinct sources; the heaviest analyst carries 36% of them, and 99% of what the desk raised survived the debate.
The read rests on a moderate breadth of source material (18 distinct sources) but a sizable share of surviving claims were put forward by a single analyst, so a minority of contributors carry outsized influence. Because 99% of raised points survived internal debate, the desk’s internal challenge was weak — the set is internally consistent but sensitive to that heavy analyst and to a relatively small group of filings for verification.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
13 filings· 4 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.0 to the score
4 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.5 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 filing
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot+0.0 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on AEP Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.