AEP is a regulated electric utility that generates, transmits, and delivers power to homes and businesses across the US, like a toll-road operator for electricity.
Money comes from regulated electricity sales to retail and wholesale customers, with annual revenue of USD 21.78B and net income of USD 3.58B in 2025, driven by stable, recurring utility margins.
Regulated monopolies over service territories create high barriers, but competition from independent power producers like NextEra Energy and Vistra Corp is eroding generation market share.
Hold (sector percentile 48) — value B+, growth C+, profitability B, momentum B, revisions C-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Three independent institutions disclosed new AEP purchases in latest 13F filings
Ex-dividend date added today, same line as prior guidance raise
Earnings miss but guidance raised on strong AI-driven power demand
Adds hospitality and digital infrastructure expertise to strengthen operations and digital capabilities
Board declares regular quarterly cash dividend of 95 cents per share
I&M advances Rockport project; rate reduction plans unaffected
First quarter 2026 operating earnings of $1.64 per share, with full year 2026 guidance reaffirmed at $6.15 to $6.45 per share
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