Optiver Holding B.V. Reduces $168K in American Electric Power Company, Inc. ($AEP)
Optiver Holding cut its position in AEP by nearly half, holding 1,250 shares worth $172,869.
Key Points
- Optiver Holding reduced its stake in American Electric Power by 49.4%, ending with 1,250 shares valued at $172,869 as of May 15, 2026.
- Shares of AEP traded near $138.29 on Saturday, with a market cap of $75.46 billion and a P/E ratio of 20.55.
- Analysts maintain a 'buy' consensus on AEP, with an average price target of $144.76.
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Optiver Holding B.V. has cut its stake in American Electric Power Company, Inc. (NasdaqGS: AEP) by 49.4%, according to its latest Form 13F filing with the SEC. The firm now holds 1,250 shares valued at approximately $172,869 as of the reporting period ending May 15, 2026. Previously, Optiver held 2,469 shares, indicating a decrease of 1,219 shares.
Optiver Holding B.V. vs. the S&P 500
Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.
What Changed in Optiver Holding's American Electric Power Position
Optiver Holding reduced its investment in American Electric Power by 49.4%, bringing its total holdings down to 1,250 shares from 2,469 shares. The value of these holdings is around $172,869.
Other Institutional Activity in American Electric Power
Among other institutional investors, BlackRock, Inc. increased its stake in American Electric Power by 1,536,746 shares, holding a total of 47,797,729 shares worth about $6.27 billion, reflecting a 3.3% increase. Vanguard Capital Management LLC opened a new position with 35,138,422 shares valued at roughly $4.61 billion. State Street Corp reduced its holdings by 149,640 shares, now holding 30,288,136 shares valued at $3.97 billion, a slight decrease of 0.5%. GQG Partners LLC trimmed its position by 1,876,988 shares, now holding 15,025,884 shares worth approximately $1.97 billion, an 11.1% decrease.
American Electric Power Company, Inc. Stock Up 12.7%
Shares of American Electric Power traded near $138.29 on Saturday. The company has a market capitalization of $75.46 billion and a P/E ratio of 20.55. Its stock has seen a 52-week low of $102.06 and a high of $139.44. The 50-day moving average is $131.01, while the 200-day moving average is $123.55. The company's current ratio stands at 0.526, with a quick ratio of 0.294 and a debt-to-equity ratio of 157.099.
$AEP stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
American Electric Power reported revenue of $22.43 billion, with a revenue growth of 10.2%. The company achieved a net margin of 16.29% and a return on equity of 12.59%. Its earnings per share were $6.75. The next earnings report is expected on July 30, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
6 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 3.5%. Revenue beat estimates by 4.9%.
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Profit surprise
EBITDA missed by 11 percent. Operating income missed by 20 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
6 target raises, 1 target cut.
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Earnings quality
Gross margin up 31.5 points. Operating margin down 3.2 points. Positive free cash flow.
Earnings Call Summary
AEP delivered strong first quarter earnings of $1.64 per share, beating consensus of $1.55, driven by positive regulatory outcomes and higher load growth. The company secured 7 additional gigawatts of contracted load in the quarter, bringing total contracted load to 63 gigawatts by 2030, mostly from data centers and industrial customers in Texas, Ohio, Indiana and Oklahoma. Management highlighted concerns about PJM's interconnection speed and is evaluating alternatives to ensure faster load connection, while also noting that customers value AEP's transmission expertise and ability to deliver on aggressive timelines.
Guidance AEP reaffirmed full year 2026 earnings guidance of $6.15 to $6.45 per share. The company raised its 5-year capital plan to $78 billion from $72 billion, expecting 11 percent rate base growth annually. Long-term earnings growth is now expected to exceed 9 percent per year through 2030, up from 7 to 9 percent.
Slightly positive report. The quarter was acceptable, but the forward setup is not strong.
Dividend
American Electric Power offers an annual dividend rate of $3.80, yielding 2.74%. The dividend payout ratio is 55.62%.
Insider Buying and Selling at American Electric Power Company, Inc.
Recent insider transactions at American Electric Power include sales by Executive Vice President Greg Hall, who sold 4,306 shares at an average price of $136.91 on May 1, 2026. Controller and CAO Kate Dixon sold 636 shares, and President of AEP Transmission Douglas Cannon sold 1,770 shares on the same day. CEO William Fehrman sold 45 shares at $132.31 on March 10, 2026, but also purchased 96 shares on the same date.
Analysts Set New Price Targets
On June 18, 2026, Ladenburg Thalmann maintained its 'buy' rating for American Electric Power with a price target of $143. Truist Securities also kept its 'buy' rating with a target of $145 on May 29, 2026. TD Cowen reaffirmed its 'buy' rating with a target of $148 on May 15, 2026. The consensus among analysts is a 'buy' recommendation, with an average target price of $144.76 based on 21 analyst opinions.
About American Electric Power Company, Inc.
American Electric Power Company, Inc. is a major electric utility holding company based in Columbus, Ohio. It provides electricity generation, transmission, and distribution services to retail and wholesale customers across the United States. The company operates through several segments, including Vertically Integrated Utilities and AEP Transmission Holdco. It utilizes a diverse energy mix, including coal, natural gas, nuclear, and renewable sources, and manages an extensive network of transmission and distribution lines. William J. Fehrman serves as its CEO, leading a workforce of approximately 17,581 employees.
Bottom Line
Optiver Holding's recent reduction in its stake in American Electric Power highlights the fluid nature of institutional investments. Investors closely monitor such filings for insights into fund managers' strategies. Remember, these filings reflect positions as of the reporting period and may not indicate current holdings.
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