American Electric Power (AEP) is a major investor-owned electric utility in the United States, delivering electricity to more than five million customers in 11 states.
| Revenue (TTM) | $22.79B |
| Gross Profit (TTM) | $10.56B |
| EBITDA | $9.03B |
| Operating Margin | 23.30% |
| Return on Equity | 10.10% |
| Return on Assets | 2.98% |
| Revenue/Share (TTM) | $42.27 |
| Book Value | $58.93 |
| Price-to-Book | 2.01 |
| Price-to-Sales (TTM) | 2.83 |
| EV/Revenue | 5.15 |
| EV/EBITDA | 12.61 |
| Quarterly Earnings Growth (YoY) | -43.20% |
| Quarterly Revenue Growth (YoY) | 7.00% |
| Shares Outstanding | $544.40M |
| Float | $543.51M |
| % Insiders | 0.03% |
| % Institutions | 94.31% |
Volatility is currently contracting
Data centers are quietly reshaping which utility stocks deserve a spot in an income portfolio, and four regulated electric companies just locked in contracts that could rewrite their dividend growth stories for the next decade.
American Electric Power is rated a Buy, supported by robust demand growth, especially from data center expansions in its service areas. AEP raised FY 2026 operating earnings guidance to $6.25–$6.55 per share, projecting 7–8% annual growth through 2027 and >9% CAGR through 2030. A $78 billion capex plan targets transmission, generation, and distribution, with Texas as the largest beneficiary, underpinning long-term earnings visibility.
American Electric Power is well-positioned to benefit from surging data center-driven electricity demand and robust contracted load growth. AEP's $78 billion capital plan, backed by 69 GW of contracted incremental load, supports management's 7–9% long-term EPS growth outlook. With a 19.5x forward P/E and a 3.05% yield, AEP offers low-volatility, income, and growth.
Representative David J. Taylor, a Republican from Ohio, has reported six congressional stock trades, selling off holdings in biotech and technology while purchasing shares in utility, semiconductor, and a regional bank.
Texas regulators just froze data-center hookups, and one application fee cut AEP Ohio's pipeline by more than half overnight.
XLU gives you exposure to over 30 utilities, but the AI data-center boom is quietly concentrating inside just a handful of them, and owning the fund means paying for a lot of names that will miss the surge entirely.
NextEra Energy tops AEP with stronger earnings revisions, higher margins and ROE, and a larger capital investment plan despite its premium valuation.
FORT WAYNE, Ind., Aug. 26, 2026 /PRNewswire/ -- The state of Indiana has called on utilities to take action to make energy more affordable, and Indiana Michigan Power (I&M) is meeting that call with a plan to deliver savings and stability for customers.
Both GEV and AEP are positioned to benefit from surging electricity demand, AI data centers, and the massive U.S. grid expansion.
Thiel Macro LLC resurfaced in mid-August with a $418.7 million book spread across exactly eight positions as of June 30, 2026, according to 13f.info's rendering of the filing.
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