AEP

Three regulated utilities go ex-dividend within days of each other, and only one of them funds its growth without leaning on new shares.

AEP just unveiled a $100 billion spending plan built around data centers, and income investors are asking who gets paid first. One Texas deadline in December could decide whether shareholders or new share issuance absorb the pressure.

COLUMBUS, Ohio, Nov. 3, 2026 /PRNewswire/ -- American Electric Power (Nasdaq: AEP) has created AEP Infrastructure, a new business unit focused on investing in, building and operating energy infrastructure to meet growing electricity demand. Greg Hall will lead the organization as president and will continue to report to Bill Fehrman, AEP chairman, president and chief executive officer.

American Electric unveils a $100 billion capital plan, raises its long-term earnings growth outlook and reports 84 GW of contracted load amid surging electricity demand.

American Electric Power NASDAQ: AEP reported third-quarter 2026 operating earnings of $2.23 per share, or $1.2 billion, compared with $1.80 per share a year earlier, as each business segment posted higher earnings. The company said results benefited from regulatory outcomes, demand growth and continued investment in transmission and generation.

American Electric Power Company, Inc. (AEP) Q3 2026 Earnings Call Transcript

While the top- and bottom-line numbers for AEP (AEP) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

AEP's Q3 earnings may have gained from rate adjustments, strong load growth and rising data center demand despite higher operating expenses.

Both utilities are chasing the same data center boom and paying nearly identical dividends, but one carries a risk that could quietly drain cash away from shareholders before the next raise ever arrives.

American Electric Power (AEP) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, AEP broke through the 200-day moving average, which suggests a long-term bullish trend.