AEP · American Electric Power Co Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. AEP raised its 2026 operating EPS guidance to $6.25-$6.55 (from $6.15-$6.45) on strong year-to-date results and regulatory earnings tailwinds, while contracted large-load additions grew to 69 GW and secured turbine capacity expanded to ~13 GW.
- + Raised 2026 full-year operating EPS guidance to $6.25-$6.55 from $6.15-$6.45
- + Contracted large-load additions grew 6 GW sequentially to 69 GW through 2030
- + Secured an additional 3 GW of gas-fired turbines, bringing total secured capacity to ~13 GW
- + Year-to-date operating EPS rose to $3.01 from $2.98 with YTD operating earnings up $44M to $1,633M
- + AEP Texas secured a $3.3B DOE loan guarantee supporting ~$685M in customer savings and contributing to $1.4B in total DOE customer benefits
- − Q2 operating EPS of $1.36 declined from $1.43 a year ago due to 2025 transmission minority-interest sale timing and tax items
- − Q2 GAAP earnings fell to $713M ($1.31 EPS) from $1,226M ($2.29 EPS), a $513M decline
- − Wyoming fuel cell project required amendment and accommodations; December 2026 milestone remains intact with risk of redeployment
- − Proposed Oklahoma settlement reduces authorized ROE from 9.5% to 9.375%
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Actual Heating Degree Days | 2 | Three Months Ended June 30, 2026 filing | — |
| Commercial KWhs | 1.43B | Three Months Ended June 30, 2026 filing | — |
| Industrial KWhs | 1.36B | Three Months Ended June 30, 2026 filing | — |
| Normal Cooling Degree Days | 781 | Three Months Ended June 30, 2026 filing | — |
| Normal Heating Degree Days | 24 | Three Months Ended June 30, 2026 filing | — |
| Operating Earnings (Non-GAAP) non-GAAP | $223M | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP GAAP Earnings 713M
-8M Mark-to-Market Impact of Commodity Hedging Activities
+22M UTM Partial Disallowance
+23M Wholesale Customer Contract Agreements
-8M Income Tax Effect of Specified Items
= Operating Earnings (Non-GAAP) 742M
|
|||
| Residential KWhs | 1.42B | Three Months Ended June 30, 2026 filing | — |
| Wholesale KWhs | 1.1B | Three Months Ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Utilities - Regulated Electric — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AEP
this stock
American Electric Power Co Inc
|
$70.72B | +13.3% | +10.9% | 22.5 | 5.4% |
|
NEE
Nextera Energy Inc
|
$163.24B | +2.0% | -7.1% | 14.1 | 2.8% |
|
SO
Southern Co
|
$101.90B | +7.6% | +10.6% | 21.8 | 2.6% |
|
DUK
Duke Energy CORP
|
$97.76B | +7.0% | +35.1% | 18.9 | 0.0% |
|
NGG
National Grid PLC
|
$81.21B | +6.8% | — | — | 0.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AEP | +5.1% | +11.1% | -4.6% | +10.1% | +13.3% |
| SPY | -1.0% | -0.4% | +6.0% | +0.2% | +12.0% |
| vs SPY | +6.1% | +11.5% | -10.6% | +9.9% | +1.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.