American Electric Power

Goldman Sachs expects US data center power needs to surge, positioning American Electric Power to capture large-load customers via its extensive transmission network. AEP has 69 GW of contracted load additions through 2030 and plans a five-year $78 billion capital spending program to meet demand. Management raised 2026 operating earnings guidance and expects operating earnings to grow more than 9% annually through 2030 while the stock yields about 3%. » Mais em finance.yahoo.com

American Electric Power has been granted a loan facility of up to $3.26 billion by the U.S. Department of Energy to expand transmission infrastructure in Texas. The federal funds are to finance nearly 100 projects, including reconductoring of aging lines and about 2,800 miles of new transmission lines. The DOE expects a doubling of transmission capacity, fewer power outages and the ability to connect new power plants. AEP projects customer savings of roughly $685 million over 30 years. » Mais em de.investing.com

The stock of American Electric Power rose to a new all-time high of $139.51 and posted a one-year total return of 34.67%. The company has paid a dividend for 56 years and currently offers a yield of 2.79%. At the same time, a $2.6 billion share issuance at $127.00 per share was announced, accompanied by forward sale agreements and lead syndicate banks. Analysts' commentary currently sees the stock as overvalued, while Jefferies cut its price target to $147 but left the rating at Buy. » Mais em de.investing.com

American Electric Power reported Q4 and full‑year 2025 results above expectations, with operating EPS and revenue topping consensus. Management announced a $72 billion capital plan for the next five years, doubled contracted large‑load pipeline to 56 GW by 2030, and raised the quarterly dividend to $0.95 while guiding 2026 operating EPS to $6.15–$6.45 and reaffirming long‑term growth targets. The company has raised its dividend for 21 consecutive years and the stock yields about 2.9%. » Mais em investing.com

American Electric Power increased its five-year capital investment plan to $78 billion, an 8% rise, citing data-center growth that is driving expanded transmission and generation needs. The company signed 7 GW of large-scale energy project agreements in Q1 and now expects 63 GW of incremental load by 2030, with nearly 90% tied to data centers and hyperscalers. The expanded spending focuses on transmission investments in PJM and SPP, new natural gas generation in Indiana, and faster connections for large-load customers, positioning AEP as a grid-modernization play for AI infrastructure. » Mais em finance.yahoo.com