American Electric Power

AEP

Market cap $71.4B

Constellation Energy and American Electric Power stack up on nuclear scale, capital plans, ROE and stock gains as clean power demand from data centers and EVs reshapes utility prospects.

For more information visit SWEPCO.com/ready or the NLEP project site NLEP.org/AWS SHREVEPORT, La., Feb. 23, 2026 /PRNewswire/ -- Southwestern Electric Power Co. (SWEPCO) announced a new data center investment from Amazon that company leaders describe as the most significant economic development win Northwest Louisiana has seen in a generation.

Project will enhance grid capacity and reliability in the fast-growing greater Columbus region COLUMBUS, Ohio, Feb. 16, 2026 /PRNewswire/ -- Regional grid operator PJM Interconnection has selected a major electric transmission project to meet a critical infrastructure need in central Ohio. Jointly developed by Transource Energy, LLC (a partnership between American Electric Power Company, Inc and Evergy, Inc.) and FirstEnergy Transmission, LLC the project will help support rising electricity demand and ongoing economic growth in the fast-growing Columbus region.

American Electric Power Company, Inc. remains a Buy, supported by robust Q4 earnings and accelerating exposure to AI-driven data center demand. AEP projects 10%-13% annual shareholder returns through 2030, fueled by a $72B capital plan and $5B-$8B in incremental projects. Commercial and industrial sales growth outpaces residential, with flexible minimum demand charges supporting revenue and margin expansion.

American Electric Power Company, Inc. (AEP) Q4 2025 Earnings Call Transcript

Investors interested in Utility - Electric Power stocks are likely familiar with FirstEnergy (FE) and American Electric Power (AEP). But which of these two stocks offers value investors a better bang for their buck right now?

American Electric Power Company, Inc. (NASDAQ:AEP) shares gained around 5% on Thursday after the Ohio-based utility reported upbeat fourth-quarter results.

AEP tops Q4 EPS estimates as revenues jump 13% year over year, with 2026 earnings guidance set at $6.15-$6.45 per share.

While the top- and bottom-line numbers for AEP (AEP) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

American Electric Power (AEP) came out with quarterly earnings of $1.19 per share, beating the Zacks Consensus Estimate of $1.15 per share. This compares to earnings of $1.24 per share a year ago.