Quantinno Capital Management Adds $7M in American Electric Power Company, Inc. ($AEP)
Quantinno Capital Management boosted its stake in American Electric Power by 15.6%, reflecting confidence in the utility giant.
Key Points
- Quantinno Capital Management added 49,361 shares of American Electric Power, increasing its position by 15.6% to 366,049 shares worth $50.6 million.
- Shares of AEP traded near $138.29 on Saturday with a market cap of $75.5 billion and a P/E ratio of 20.55.
- Insider sales in May include key executives, while analysts maintain positive ratings with price targets up to $148.
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Quantinno Capital Management recently boosted its stake in American Electric Power Company, Inc. (NasdaqGS: AEP) by 15.6%. The firm added 49,361 shares, bringing its total holdings to 366,049 shares, valued at approximately $50.6 million as of the latest SEC filing.
Quantinno Capital Management vs. the S&P 500
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What Changed in Quantinno Capital Management's American Electric Power Position
Quantinno Capital Management increased its holdings in American Electric Power from 316,688 shares to 366,049 shares, marking a 15.6% increase. The additional shares are valued at around $50.6 million, reflecting the firm's growing confidence in the utility company.
Other Institutional Activity in American Electric Power
Several other institutional investors also adjusted their positions in American Electric Power. BlackRock, Inc. increased its holdings by 1,536,746 shares, ending with 47,797,729 shares valued at about $6.27 billion, a 3.3% increase. Vanguard Capital Management LLC opened a new position with 35,138,422 shares worth approximately $4.61 billion. State Street Corp trimmed its stake by 149,640 shares to 30,288,136 shares, valued at $3.97 billion, a 0.5% decrease. GQG Partners LLC reduced its position by 1,876,988 shares, bringing its total to 15,025,884 shares, a decrease of 11.1%.
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 cap of $75.5 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, with 50-day and 200-day moving averages of $131.01 and $123.55, respectively. AEP's beta is 0.518, indicating lower volatility compared to the broader market.
$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 growth rate of 10.2%. The company's net margin stands at 16.3%, and its return on equity is 12.6%. 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 payout ratio is 55.6%, making it a solid choice for income-focused investors.
Insider Buying and Selling at American Electric Power Company, Inc.
In May, several executives sold shares of American Electric Power. Greg Hall, Executive Vice President, sold 4,306 shares at $136.91 each. Kate Dixon, Controller and CAO, sold 636 shares, and Douglas Cannon, President of AEP Transmission, sold 1,770 shares at the same price. Earlier in March, CEO William Fehrman sold 45 shares at $132.31, while also purchasing 96 shares on the same day.
Analysts Set New Price Targets
Analysts have maintained positive ratings for American Electric Power. On June 18, 2026, Ladenburg Thalmann maintained a buy rating with a $143.00 price target. Truist Securities and TD Cowen also maintained buy ratings with targets of $145.00 and $148.00, respectively. The consensus among 21 analysts is a buy rating with a mean target price of $144.76.
About American Electric Power
American Electric Power Company, Inc. is a major electric utility holding company headquartered in Columbus, Ohio. It generates, transmits, and distributes electricity to retail and wholesale customers throughout the United States. AEP operates in various segments, including Vertically Integrated Utilities and Transmission & Distribution Utilities. The company employs over 17,500 people and is led by CEO William J. Fehrman.
Bottom Line
Quantinno Capital Management's increased stake in American Electric Power suggests a positive outlook on the utility company's future. Investors track these filings to understand institutional confidence, though it's important to remember that 13F filings are backward-looking and may not reflect current positions. With stable earnings and a solid dividend, AEP remains a notable player in the utilities sector.
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