American Electric Power Gets $127.29 Target, Guides FY25 EPS at $5.85-5.95
American Electric Power received a Moderate Buy consensus from 21 analysts—one sell, nine holds, nine buys, two strong buys—at an average 12-month target price of $127.29. It reported Q3 EPS of $1.80 on $6.01B revenue (+10.9% YoY), set FY25 EPS guidance at $5.85-5.95.
1. Analyst Consensus Rating
American Electric Power has received an average rating of “Moderate Buy” from 21 covering analysts. Within that group, one analyst recommends sell, nine rate the shares as hold, nine as buy and two as strong buy. The average 12-month target price across those reports is $127.29, indicating modest upside expectations over the next year.
2. Recent Broker Price Target Revisions
Several brokerages have recently adjusted their targets and ratings on the company. Mizuho raised its target from $113 to $123 and reiterated a neutral stance on October 30. Citigroup lifted its target from $111 to $132 while maintaining a neutral rating on October 31. Wells Fargo boosted its objective from $132 to $139 on October 30. Morgan Stanley set a $120 target in mid-December, and Cowen initiated coverage in mid-October with a buy recommendation.
3. Insider and Institutional Transactions
Director Benjamin G. S. Fowke III sold 5,000 shares on December 12 at an average price of $115.07 for total proceeds of $575,350, reducing his stake by 16.18% to 25,898 shares valued at approximately $2.98 million. Insiders now hold 0.07% of the company. In the third quarter, Harbor Capital Advisors and Meeder Asset Management each initiated small $26,000 stakes. Dogwood Wealth Management increased its position by 330.2% to 228 shares, Advantage Trust Co. added 100 shares to reach 275, and Montag A & Associates grew its holding by 166.0% to 282 shares. Hedge funds and other institutions collectively own 75.24% of the shares.
4. Recent Financial Results and Dividend Policy
In the quarter ended October 29, the company earned $1.80 per share, narrowly missing the consensus of $1.81, while revenues rose 10.9% year-over-year to $6.01 billion, beating the $5.65 billion consensus. Return on equity stood at 11.0% with a net margin of 17.23%. Management reaffirmed full-year 2025 EPS guidance of $5.85–$5.95; analysts forecast $5.87. The board declared a quarterly dividend of $0.95, up from $0.93, payable December 10 to shareholders of record November 10, equating to a $3.80 annualized payout (3.2% yield) and a 55.39% payout ratio.