AEP
American Electric Power Company, Inc.Evidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.2 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 (+0.2 of a possible +2; was +0.2 before debate) · confidence high. Reported quarterly revenues for Q1 2026 (fiscal quarter ended 2026-05-05) were $ 6,020,000,000, up from $ 5,463,400,000 in Q1 2025 (fiscal quarter ended 2025-05-06). Operating income for the quarter increased to $ 1,360,000,000 from $ 1,284,200,000 year over year, and diluted EPS rose from $ 1.50 in Q1 2025 to $ 1.60 in Q1 2026.
The balance sheet and cash-flow items in the packet show trailing twelve‑month free cash flow of $ 4,981,100,000, operating cash flow of $ 5,129,000,000 and trailing twelve‑month EBITDA of $ 7,204,500,000, with reported cash on hand of $ 306,000,000 and long‑term debt of $ 49,554,000,000 as of 2026-03-31. Common shares outstanding increased from 540,861,473 as of 2025-12-31 (FY 2025) to 544,104,955 as of 2026-05-05 (point-in-time).
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 quarterly Revenues were $6,020,000,000 for fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo).
XBRL companyfacts · 0000004904-26-000034Quarterly Revenues show a year-over-year increase from $5,463,400,000 in fiscal Q1 2025 (2025-01-01 to 2025-03-31, 3mo) to $6,020,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo).
XBRL companyfacts · 0000004904-25-000061Reads 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.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
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.
Reads 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.
AEP is listed as a member of the ETF with symbol IVV.
ETF constituents · market dataThe recorded weight of AEP in IVV is 0.12% of the fund as of 2026-09-02T13:45:47.228469+00:00.
ETF constituents · market dataReads 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.
An article on 1 September 2026 highlights American Electric Power as drawing attention for a recent grid development update and places that coverage in the context of broader utility conditions.
News · kalkinemedia.com · 2026-09-01A 31 August 2026 filing disclosure reported that Van ECK Associates Corp held 274,047 shares of the company, valued at $37.49 million after increasing its position by 23.2% in the second quarter.
News · thelincolnianonline.com · 2026-08-31Reads 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.
No insider transactions on file in the trailing 180 days.
Reads 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.
Trailing twelve-month free cash flow (FCF) is $4,981,100,000 and trailing twelve-month operating cash flow (OCF) is $5,129,000,000, with capital expenditures of $147,900,000 for the same period.
Valuation inputs · SEC XBRL + stored EOD closeReported diluted trailing twelve-month EPS is $7.20 and reported FCF per share is $9.1053 (shares outstanding coverage value 544,104,955 as of 2026-05-05).
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 sequentially stronger operating performance: revenues rose year-over-year from $5.463B to $6.020B while operating income increased from $1.284B to $1.360B and diluted EPS moved from $1.50 to $1.60 for Q1 y/y, indicating improved margin conversion on higher sales. Trailing twelve‑month cash metrics (OCF $5.129B, FCF $4.981B) and sizable EBITDA ($7.205B) provide solid cash-generation context that supports the operating-outcome improvements as more than a one-quarter artifact. ETF inclusion (IVV) and multiple institutional filings showing net new or increased positions add background that some allocators are maintaining or adding exposure. Against bear points about higher shares outstanding and rising long‑term debt, the cash-flow and EBITDA figures are strong evidence that the company has operational cash available to service obligations, and the reported EPS increase occurred despite modest share growth, implying per-share performance resilience.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.30
20 surviving claims rest on 12 distinct sources; the heaviest analyst carries 35% of them, and 100% of what the desk raised survived the debate.
The surviving read is supported by a moderate breadth of sources but a minority of analysts supplied a disproportionate share of the claims; this raises sensitivity to that analyst's inputs and to any single-source errors. Because every point the desk raised survived the internal debate, the set is internally consistent but still vulnerable to external revisions (filing restatements or later disclosures) and to concentration risk in interpretation.
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· 2 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+0.3 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 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 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.
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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.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.