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Report: Threat near Cumberland Fossil Plant prompts TVA construction site evacuation

https://newschannel9.com/news/local/report-threat-near-cumberland-fossil-plant-prompts-tva-construction-site-evacuation-cumberland-fossil-plant-threat-tva-evacuation-knox-news-plant-security-incident-appalachian-development-site-alert-coal-fired-plant-tennessee-valley-authority
A reported threat near the Cumberland Fossil Plant in Tennessee led to the evacuation of a nearby TVA construction site on February 17. While emergency crews and law enforcement responded, details about the specific nature of the threat have not been fully released by TVA. This incident follows TVA's recent reversal of plans to close two coal-fired plants, including the Cumberland Fossil Plant.

Nuclear workhorse: Duke Energy turns $600M in tax credits into bill relief

https://www.stocktitan.net/news/DUK/duke-energy-nuclear-fleet-sets-new-all-time-reliability-record-siaedbitz7p8.html
Duke Energy's nuclear fleet achieved a record 96.9% capacity factor in 2025, providing reliable power to over 8 million homes in the Carolinas. This strong performance generated approximately $600 million in federal nuclear production tax credits, which the company states are directly passed on to customers to reduce costs. Duke Energy plans to continue its nuclear strategy by extending operational lifespans, conducting power uprates, and developing advanced reactors to meet growing energy demands.

Southern Company (NYSE: SO): The Nuclear-Powered Engine of the Southeast’s AI Boom

https://markets.financialcontent.com/stocks/article/finterra-2026-2-20-southern-company-nyse-so-the-nuclear-powered-engine-of-the-southeasts-ai-boom
Southern Company (NYSE: SO) has transitioned from a traditional utility to a critical enabler of the AI and data center boom in the Southeast, fueled by the successful operation of Plant Vogtle Units 3 and 4. The company, with a market capitalization exceeding $100 billion, is capitalizing on unprecedented power demand from hyperscalers and a massive $81 billion capital plan, positioning it for significant growth despite regulatory and debt challenges. Its commitment to carbon-free baseload power and a secure 3.3% dividend yield makes it a compelling investment for those seeking exposure to the AI sector.

Duke Energy’s Quiet Re?Rating: Defensive Stock or Value Trap for 2025?

https://www.ad-hoc-news.de/boerse/news/ueberblick/duke-energy-s-quiet-re-rating-defensive-stock-or-value-trap-for-2025/68595391
Duke Energy (NYSE:DUK), one of the largest regulated utilities in the US, is highlighted as a defensive play offering a steady dividend and modest upside, appealing to investors seeking income and stability. The article discusses how the company's performance is tied to interest rates, regulatory environments in high-growth states, and capital spending on grid modernization and renewables. While analysts see DUK as fairly valued, not cheap, its role as a core holding for yield and stability, particularly in income-oriented portfolios, remains intact despite ongoing regulatory risks and the complexities of the clean energy transition.

OGE Energy Corp. (NYSE:OGE) Q4 2025 Earnings Call Transcript

https://www.insidermonkey.com/blog/oge-energy-corp-nyseoge-q4-2025-earnings-call-transcript-1699075/
OGE Energy Corp. reported strong financial results for Q4 and full year 2025, with consolidated earnings of $2.32 per share, exceeding expectations. The company provided a 2026 earnings guidance of $2.43 per share and reiterated its long-term EPS growth target of 5% to 7%. Key initiatives include advancing transmission projects, securing approval for the Frontier Energy Storage Project, and addressing significant load growth driven by data centers and SPP policy changes.
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The nation’s largest public utility is going back to coal — with almost no input from the public

https://grist.org/energy/the-nations-largest-public-utility-is-going-back-to-coal-with-almost-no-input-from-the-public/
The Tennessee Valley Authority (TVA), the nation's largest public utility, is reversing its phase-out of coal, despite previous plans to retire plants like Kingston and Cumberland Fossil Plants. This decision, made by a board with four Trump appointees, scraps renewable energy as a priority and ends diversity programs, raising concerns about future costs, pollution, and public involvement in energy planning. The move is fueled by spiking electricity demand, partly from AI data centers, and aligns with the Trump administration's pro-coal stance, alarming environmentalists and locals.

Pinnacle West (PNW) Earnings Expected to Grow: Should You Buy?

https://finviz.com/news/314522/pinnacle-west-pnw-earnings-expected-to-grow-should-you-buy
Pinnacle West (PNW) is anticipated to report an increase in earnings and higher revenues for the quarter ending December 2025, with expectations of $0.05 per share, an increase of 183.3% year-over-year. However, the consensus EPS estimate has been revised 500% lower over the last 30 days, and the company has a negative Earnings ESP of -4.76%. While the stock currently holds a Zacks Rank of #2, the combination of factors makes a positive earnings surprise difficult to predict, suggesting investors should consider other factors along with the company's past performance in beating estimates.

Fund Update: 46,775 AMERICAN ELECTRIC POWER CO (AEP) shares added to FIRST CITIZENS BANK & TRUST CO portfolio

https://www.quiverquant.com/news/Fund+Update%3A+46%2C775+AMERICAN+ELECTRIC+POWER+CO+%28AEP%29+shares+added+to+FIRST+CITIZENS+BANK+%26+TRUST+CO+portfolio
FIRST CITIZENS BANK & TRUST CO has added 46,775 shares of AMERICAN ELECTRIC POWER CO (AEP) to their portfolio as of the 12-31-2025 report period. This article details institutional investor activity, insider trading, government contracts, and analyst ratings for AEP. It highlights significant moves by hedge funds, insider sales, and recent analyst price targets.

AEP Rose 8% This Week. Here’s How Much the Stock Could Rise in 2026

https://www.tikr.com/blog/aep-rose-8-this-week-heres-how-much-the-stock-could-rise-in-2026
American Electric Power (AEP) stock increased by 8% this week, closing near $130 per share, following strong fourth-quarter results and reaffirmed 2026 guidance. The company reported better-than-expected Q4 and full-year 2025 operating EPS, and significantly increased contracted load additions, primarily driven by data center demand. A valuation model suggests a target price of $150 for AEP, implying a 16% upside over three years due to its regulated growth profile and steady rate base expansion.

Georgia Power proposes new rates to recover costs of Helene-related repairs

https://www.augustachronicle.com/story/news/state/2026/02/18/georgia-power-seeks-new-rates-customers-could-see-bills-drop/88726633007/
Georgia Power has requested state regulators to approve new billing rates to recover costs from Hurricane Helene-related repairs and adjust for fuel price changes. The company expects the changes to result in a 1% rate decrease for the average retail customer, saving them about $1.32 per month. The proposed rates aim to protect customers from future fuel price volatility.
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AEP's Vast Data Center Opportunities Drive Industry-Leading Growth

https://www.morningstar.com/company-reports/1431769-aeps-vast-data-center-opportunities-drive-industry-leading-growth
American Electric Power (AEP) is poised for industry-leading growth, driven by significant data center opportunities. The company's capital investment plan focuses on regulated investments, supporting management's aggressive 7% to 9% earnings growth target from 2026-2030, which Morningstar analysts deem achievable at the high end. This outlook is bolstered by continued strong management execution and positive developments in the PJM market.

American Electric Power Company (AEP) Earnings Growth And 17.2% Margin Reinforce Consensus Narratives

https://www.sahmcapital.com/news/content/american-electric-power-company-aep-earnings-growth-and-172-margin-reinforce-consensus-narratives-2026-02-13
American Electric Power Company (AEP) reported Q3 FY 2025 revenue of US$6.0 billion and a strong trailing net profit margin of 17.2%. The company's earnings growth is supported by significant capital investments and expected load gains, primarily from commercial and industrial demand. Despite this growth, the article highlights concerns regarding the coverage of dividends and interest payments by free cash flow, given the substantial capital spending plans.

PJM board approves $11.8B transmission expansion plan

https://www.utilitydive.com/news/pjm-rtep-transmission-expansion-plan-dominion-nextera-exelon/812311/
PJM Interconnection's board has approved an $11.8 billion transmission expansion plan, with Dominion Energy's Virginia utility securing $4.8 billion of those projects. The plan aims to enhance grid reliability due to accelerated load growth, particularly from data centers, and integrate new generation, addressing increasing transmission costs that contributed significantly to wholesale electricity prices in 2024. Key projects include a $2.3-billion underground transmission line in Virginia and a $1.7-billion line in Pennsylvania.

US utility AEP sees large load pipeline swell by 28GW since October

https://www.datacenterdynamics.com/en/news/us-utility-aep-sees-large-load-pipeline-swell-by-28gw-since-october/
American Electric Power (AEP) has seen its interconnection pipeline grow by an additional 28GW since October, with 80% of this increase attributed to large technology companies, bringing its total secured incremental demand to 56GW by 2030. The growth is primarily driven by hyperscale data center development in Texas, ERCOT, PJM Interconnection, and SPP markets. To address this demand, AEP is extending its capital investment plan and exploring off-grid power solutions like hydrogen fuel cells for expedited data center connections.

Analysts Offer Insights on Utilities Companies: Talen Energy Corp (TLN), American Electric Power (AEP) and Duke Energy (DUK)

https://www.theglobeandmail.com/investing/markets/stocks/DUK/pressreleases/250669/analysts-offer-insights-on-utilities-companies-talen-energy-corp-tln-american-electric-power-aep-and-duke-energy-duk/
This article summarizes recent analyst ratings for three utilities companies: Talen Energy Corp (TLN), American Electric Power (AEP), and Duke Energy (DUK). Wells Fargo maintained a Buy rating on Talen Energy, while Barclays and Mizuho Securities maintained Hold ratings on American Electric Power. DBS maintained a Hold rating on Duke Energy, though another report downgraded it to Hold.
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Analysts Offer Insights on Utilities Companies: Talen Energy Corp (TLN), American Electric Power (AEP) and Duke Energy (DUK)

https://www.theglobeandmail.com/investing/markets/stocks/TLN/pressreleases/250669/analysts-offer-insights-on-utilities-companies-talen-energy-corp-tln-american-electric-power-aep-and-duke-energy-duk/
Analysts from Wells Fargo, Barclays, and DBS have provided insights into several Utilities sector companies. Talen Energy Corp (TLN) received a "Strong Buy" consensus with a significant upside, while American Electric Power (AEP) and Duke Energy (DUK) both garnered "Moderate Buy" ratings, indicating more modest potential growth according to analyst targets.

FirstEnergy Transmission and Transource Energy Joint Venture Receive Approval for Major Electric Transmission Project in Central Ohio

http://www.streetinsider.com/PRNewswire/FirstEnergy+Transmission+and+Transource+Energy+Joint+Venture+Receive+Approval+for+Major+Electric+Transmission+Project+in+Central+Ohio/26003714.html
FirstEnergy Transmission and Transource Energy, through their joint venture Grid Growth Ventures LLC, have received approval from PJM Interconnection for a significant electric transmission project in central Ohio. This project, which includes over 300 miles of new 765-kilovolt lines and substation upgrades, aims to enhance grid capacity, reliability, and support economic growth in the fast-growing Columbus region. The collaboration leverages the combined expertise of FirstEnergy, American Electric Power (AEP), and Evergy to address rising electricity demand from new manufacturing facilities, data centers, and electric vehicles.

Transource Energy and FirstEnergy Transmission Joint Venture Receive Approval for Major Electric Transmission Project in Central Ohio

https://www.sahmcapital.com/news/content/transource-energy-and-firstenergy-transmission-joint-venture-receive-approval-for-major-electric-transmission-project-in-central-ohio-2026-02-16
Transource Energy and FirstEnergy Transmission's joint venture has received approval from PJM Interconnection for a significant electric transmission project in central Ohio. This project, which includes about 300 miles of new 765-kilovolt lines and substation upgrades, aims to enhance grid capacity and reliability, support economic growth, and meet rising electricity demand in the rapidly growing Columbus region. The collaboration, formed as Grid Growth Ventures, LLC, leverages the companies' expertise to address the power needs driven by new manufacturing facilities, data centers, and electric vehicles.

FirstEnergy Transmission and Transource Energy Joint Venture Receive Approval for Major Electric Transmission Project in Central Ohio

https://www.sahmcapital.com/news/content/firstenergy-transmission-and-transource-energy-joint-venture-receive-approval-for-major-electric-transmission-project-in-central-ohio-2026-02-16
PJM Interconnection has approved a major electric transmission project in central Ohio, developed jointly by FirstEnergy Transmission and Transource Energy. This initiative aims to enhance grid capacity and reliability in the rapidly growing greater Columbus region, supporting increasing electricity demand from manufacturing, data centers, and electric vehicles. The project involves over 300 miles of new 765-kilovolt lines and substation upgrades, leveraging combined expertise to offer cost-effective solutions for the region's power needs.

NEE Stock Outpaces Industry in a Month: Time to Buy, Hold or Sell?

https://finviz.com/news/312012/nee-stock-outpaces-industry-in-a-month-time-to-buy-hold-or-sell
NextEra Energy (NEE) has seen its stock gain 12.2% in the past month, outperforming its industry and the broader market, driven by solid operational performance, an expanding customer base, and anticipation of declining interest rates. The company plans significant investments in Florida Power & Light and its Energy Resources segment, including strategic acquisitions and clean energy initiatives. Despite currently trading at a premium, NextEra Energy is considered a sound hold given its strong earnings estimates, robust return on equity, and consistent dividend growth plans.
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NEE Stock Outpaces Industry in a Month: Time to Buy, Hold or Sell?

https://www.tradingview.com/news/zacks:7cb3f7f86094b:0-nee-stock-outpaces-industry-in-a-month-time-to-buy-hold-or-sell/
NextEra Energy (NEE) has seen a 12.2% gain in its stock over the past month, outperforming the Zacks Utility - Electric Power industry, due to solid operational performance, an expanding customer base, and the potential for declining interest rates. The company is poised to benefit from Florida's economic growth and is making significant investments in infrastructure and clean energy, with a capital return program that includes an anticipated 10% annual dividend increase through 2026. Despite a Zacks Rank #3 (Hold) and trading at a premium, its strong fundamentals and earnings growth make it a good long-term hold, though investors might seek a more attractive entry point.

FirstEnergy Transmission and Transource Energy Joint Venture Receive Approval for Major Electric Transmission Project in Central Ohio

https://finviz.com/news/311585/firstenergy-transmission-and-transource-energy-joint-venture-receive-approval-for-major-electric-transmission-project-in-central-ohio
FirstEnergy Transmission and Transource Energy's joint venture, Grid Growth Ventures LLC, has received approval from PJM Interconnection for a significant electric transmission project in central Ohio. This project, featuring over 300 miles of new 765-kilovolt lines, aims to enhance grid capacity, reliability, and support economic growth in the rapidly expanding Columbus region. The collaboration leverages both companies' expertise to meet increasing electricity demand from manufacturing facilities, data centers, and electric vehicles.

Transource Energy and FirstEnergy Transmission Joint Venture Approved for Major Electric Transmission Project in Central Ohio

https://theminermag.com/news/market-news/transource-energy-and-firstenergy-transmission-joint-venture-approved-for-major-electric-transmission-project-in-central-ohio
Transource Energy, a joint venture between American Electric Power Company and Evergy, Inc., along with FirstEnergy Transmission, LLC, has received PJM Interconnection approval for a significant electric transmission project in central Ohio. This project, involving 300 miles of new 765-kilovolt lines and substation upgrades, aims to address critical infrastructure needs and support the rapidly growing Columbus region's energy demands. The initiative aligns with FERC's push for efficient regional transmission development and is expected to enhance reliability for economic growth drivers like manufacturing, data centers, and electric vehicles.

FirstEnergy Transmission and Transource Energy Joint Venture Receive Approval for Major Electric Transmission Project in Central Ohio

https://www.morningstar.com/news/pr-newswire/20260216cl87961/firstenergy-transmission-and-transource-energy-joint-venture-receive-approval-for-major-electric-transmission-project-in-central-ohio
FirstEnergy Transmission and Transource Energy have received approval from PJM Interconnection for a significant electric transmission project in central Ohio. This joint venture, named Grid Growth Ventures LLC, will develop over 300 miles of new 765-kilovolt lines and substation upgrades to enhance grid capacity, reliability, and support economic growth in the rapidly expanding Columbus region. The project aims to provide more reliable service, attract new businesses, stabilize energy costs, and leverage the expertise of both companies in extra-high voltage transmission development.

New 765-kV power lines could serve 2M homes near Columbus

https://www.stocktitan.net/news/FE/first-energy-transmission-and-transource-energy-joint-venture-2nmx6s8fdw8y.html
FirstEnergy Transmission and Transource Energy have received approval from the PJM Board to jointly develop a major electric transmission project in central Ohio. This project will include over 300 miles of new 765-kV lines and substation upgrades, aiming to enhance reliability, support growing demand in the Columbus region, and attract new industry. The collaboration, through Grid Growth Ventures LLC, is designed to reduce land use and deliver cost-effective solutions for the region's increasing power needs.
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Results: American Electric Power Company, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

https://news.futunn.com/en/post/68956186/results-american-electric-power-company-inc-beat-earnings-expectations-and
American Electric Power Company, Inc. (NASDAQ:AEP) saw its shares rise 7.3% after reporting full-year results, with statutory earnings per share (EPS) of US$6.70 beating analyst expectations by 8.6%. Analysts have since updated their forecasts, expecting revenues of US$24.0 billion in 2026, a 9.7% increase, although EPS is predicted to decrease slightly to US$6.34. Despite the revenue forecast upgrade, the consensus price target remained at US$131, suggesting analysts prioritize earnings as the main value driver.

HighTower Advisors LLC Has $222.30 Million Holdings in American Electric Power Company, Inc. $AEP

https://www.marketbeat.com/instant-alerts/filing-hightower-advisors-llc-has-22230-million-holdings-in-american-electric-power-company-inc-aep-2026-02-15/
HighTower Advisors LLC increased its stake in American Electric Power (AEP) by 3.4% to 1,975,997 shares, valued at $222.3 million. This comes after AEP surpassed Q4 EPS and revenue estimates, setting strong FY2026 guidance and expanding its capital plan, driven by a significant increase in contracted large-load pipelines from data centers. Analysts maintain a "Moderate Buy" rating for AEP, with several firms raising price targets.

American Electric Power Company, Inc. $AEP Shares Sold by GF Fund Management CO. LTD.

https://www.marketbeat.com/instant-alerts/filing-american-electric-power-company-inc-aep-shares-sold-by-gf-fund-management-co-ltd-2026-02-15/
GF Fund Management CO. LTD. has reduced its stake in American Electric Power Company, Inc. (AEP) by 28.9% in Q3, selling 43,246 shares. Despite this, AEP reported strong Q4 earnings, beating estimates, and reaffirmed its FY2026 guidance, while also expanding its capital plan and doubling its contracted large-load pipeline, driven by data center demand. The company maintains a "Moderate Buy" consensus rating from analysts with an average price target of $129.28 and recently announced a quarterly dividend of $0.95.

American Electric Power (AEP) Is Up 7.6% After Strong 2025 Results And Data Center Load Surge – Has The Bull Case Changed?

https://simplywall.st/stocks/us/utilities/nasdaq-aep/american-electric-power/news/american-electric-power-aep-is-up-76-after-strong-2025-resul
American Electric Power (AEP) reported strong full-year 2025 results, with revenue reaching US$21.88 billion and net income US$3.58 billion, and reaffirmed its 2026 operating earnings guidance. The company also significantly increased its contracted large-load pipeline, primarily due to data centers, and outlined a substantial capital plan of over US$72 billion through 2030 to meet surging power demand. While these developments reinforce AEP's growth potential through large-scale infrastructure investments, they also highlight the challenge of financing and executing such projects efficiently while maintaining customer affordability.

American Electric Power (NASDAQ:AEP) Given New $128.00 Price Target at Barclays

https://www.marketbeat.com/instant-alerts/american-electric-power-nasdaqaep-given-new-12800-price-target-at-barclays-2026-02-14/
Barclays has raised its price target for American Electric Power (NASDAQ:AEP) to $128.00 from $121.00, maintaining an "equal weight" rating. This adjustment follows AEP's strong Q4 earnings, reaffirmed FY2026 guidance, and an expanded five-year capital plan driven by significant growth in its large-load pipeline, particularly from data centers. Other analysts have also adjusted their ratings and price targets, resulting in a consensus "Moderate Buy" rating for the utility company.
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Metis Global Partners LLC Acquires 8,170 Shares of American Electric Power Company, Inc. $AEP

https://www.marketbeat.com/instant-alerts/filing-metis-global-partners-llc-acquires-8170-shares-of-american-electric-power-company-inc-aep-2026-02-14/
Metis Global Partners LLC increased its stake in American Electric Power Company, Inc. (AEP) by 17% during the third quarter, acquiring an additional 8,170 shares to bring its total holdings to 56,361 shares valued at approximately $6.34 million. This increased investment follows AEP's strong Q4 performance, where it exceeded EPS and revenue estimates, reaffirmed its FY2026 operating EPS guidance, and expanded its five-year capital plan to over $72 billion, partly driven by a doubled contracted large-load pipeline (data centers) to 56 GW. The company also declared a quarterly dividend of $0.95, representing a 2.9% yield and a payout ratio near 55%.

NextEra Energy Transmission and Exelon Welcome PJM Board Vote to Advance Grid Reliability Project

https://newsroom.nexteraenergy.com/2026-02-13-NextEra-Energy-Transmission-and-Exelon-Welcome-PJM-Board-Vote-to-Advance-Grid-Reliability-Project?l=12
NextEra Energy Transmission and Exelon Corporation announced that the PJM Board of Directors has approved their proposed 220-mile, 765-kV transmission line project. This initiative aims to significantly enhance electric reliability and affordability for West Virginia, Pennsylvania, and the Mid-Atlantic region by adding critical capacity, enabling new generation connections, and attracting economic development. Both companies emphasize their commitment to transparent community engagement as they move forward with the project.

BioRestorative Closes $5 Million Public Offering of 14.3 Million Shares

https://intellectia.ai/news/stock/biorestorative-closes-5-million-public-offering-of-143-million-shares
BioRestorative Therapies (BRTX) has successfully closed a public offering of 14.3 million shares, raising approximately $5 million in gross proceeds. These funds will be used to advance clinical trials for BRTX-100, which targets chronic lower back pain, and for the development of its ThermoStem program for obesity and metabolic disorders. The offering was priced at $0.35 per share, including warrants, demonstrating the company's commitment to enhancing its regenerative medicine pipeline.

A Look At NRG Energy (NRG) Valuation After Recent Share Price Strength And Long Term Returns

https://www.sahmcapital.com/news/content/a-look-at-nrg-energy-nrg-valuation-after-recent-share-price-strength-and-long-term-returns-2026-02-13
This article analyzes NRG Energy's valuation, noting its recent share price strength, significant long-term returns, and its current trading price of $161.80. It highlights a common narrative suggesting NRG is undervalued with a fair value around $201.96, primarily due to increased demand from data centers and electrification. However, it also points out that NRG's current P/E ratio is higher than the industry average, posing a valuation tension despite growth prospects.

FirstEnergy Corporation stock hits 52-week high at 48.21 USD By Investing.com

https://ng.investing.com/news/company-news/firstenergy-corporation-stock-hits-52week-high-at-4821-usd-93CH-2339783
FirstEnergy Corporation (FE) stock recently hit a new 52-week high of $48.21, reflecting a 24.71% increase over the past year. Analysts are monitoring the stock, with price targets ranging from $47 to $55, though InvestingPro data suggests it may be overvalued. Recent developments include a new Default Service Plan filed with the Pennsylvania Public Utility Commission, an upgrade from Wolfe Research, and a raised price target from Jefferies.
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Mon Power and Potomac Edison Select Maidsville, West Virginia, Site for New Natural Gas Power Plant

https://finviz.com/news/311117/mon-power-and-potomac-edison-select-maidsville-west-virginia-site-for-new-natural-gas-power-plant
Mon Power and Potomac Edison, subsidiaries of FirstEnergy Corp., have selected a 35-acre site in Maidsville, West Virginia, for a new 1,200-megawatt natural gas power plant. This plant is a key part of their Integrated Resource Plan, aiming to provide reliable and affordable power to West Virginia customers, generating enough energy for about half a million homes. The plan also includes adding 70 megawatts of new solar generation on brownfield and former industrial sites to diversify their energy portfolio.

AEP contracted large load pipeline doubles to 56 GW

https://www.utilitydive.com/news/aep-large-load-data-center-earnings/812181/
American Electric Power (AEP) announced a significant increase in its contracted large load pipeline, doubling to 56 GW by 2030, largely driven by data centers. The company plans a capital expenditure of $72 billion through 2030, with additional investments expected, and is seeking tariff approvals to ensure new loads pay for necessary infrastructure. AEP also reported an 18% jump in 2025 income due to rate increases and increased retail sales.

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

https://www.insidermonkey.com/blog/american-electric-power-company-inc-nasdaqaep-q4-2025-earnings-call-transcript-1695353/
American Electric Power (NASDAQ:AEP) reported strong Q4 2025 earnings of $1.19 per share, exceeding expectations and contributing to a full-year operating earnings of $5.97 per share, above their guidance. The company reaffirmed its 2026 full-year operating earnings guidance and a long-term earnings growth rate of 7-9% through 2030, driven by significant load growth and a robust $72 billion five-year capital plan. AEP has doubled its incremental contracted load outlook to 56 gigawatts, primarily due to increased data center and industrial demand in key service territories, and is actively working on regulatory reforms and infrastructure investments to manage this growth.

Wolfe Upgrades American Electric Power to Outperform From Peer Perform, Price Target is $142

https://www.marketscreener.com/news/wolfe-upgrades-american-electric-power-to-outperform-from-peer-perform-price-target-is-142-ce7e5ddadd8cf624
Wolfe has upgraded American Electric Power (AEP) from "Peer Perform" to "Outperform" and set a price target of $142. This upgrade comes as American Electric Power expands its spending plan and doubles its data center electricity demand deals, indicating a positive outlook for the company.

Illinois Municipal Retirement Fund Trims Stock Holdings in FirstEnergy Corporation $FE

https://www.marketbeat.com/instant-alerts/filing-illinois-municipal-retirement-fund-trims-stock-holdings-in-firstenergy-corporation-fe-2026-02-13/
The Illinois Municipal Retirement Fund reduced its stake in FirstEnergy Corporation by 9.4% in the third quarter of the previous year, selling 24,648 shares and retaining 237,713 shares valued at $10.892 million. Despite this trimming, institutional ownership remains high at 89.41%. FirstEnergy recently announced an increase in its quarterly dividend to $0.465 per share, reflecting an annualized dividend of $1.86 and a yield of approximately 3.8%.
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Cibc World Market Inc. Sells 201,597 Shares of American Electric Power Company, Inc. $AEP

https://www.marketbeat.com/instant-alerts/filing-cibc-world-market-inc-sells-201597-shares-of-american-electric-power-company-inc-aep-2026-02-13/
Cibc World Market Inc. significantly reduced its stake in American Electric Power Co. by selling 201,597 shares, now holding 124,693 shares valued at $14.03 million. This comes as American Electric Power (AEP) exceeded Q4 earnings and revenue estimates, reaffirmed strong long-term growth forecasts, and expanded its capital plan due to increased demand from hyperscale customers. The company also declared a quarterly dividend of $0.95, and institutional investors own a substantial portion of its stock.

Illinois Municipal Retirement Fund Raises Stock Holdings in American Electric Power Company, Inc. $AEP

https://www.marketbeat.com/instant-alerts/filing-illinois-municipal-retirement-fund-raises-stock-holdings-in-american-electric-power-company-inc-aep-2026-02-13/
The Illinois Municipal Retirement Fund increased its stake in American Electric Power Company (AEP) by 18.3% in the third quarter, acquiring an additional 18,402 shares, bringing their total to 118,758 shares valued at approximately $13.36 million. This increase follows AEP's strong Q4 performance, where it beat earnings and revenue estimates, reaffirmed long-term growth guidance, and doubled its contracted incremental load outlook through 2030, driven by data-center deals and significant capital expenditure opportunities. The company also declared a quarterly dividend of $0.95 per share.

FirstEnergy Corporation (NYSE:FE) Receives Average Rating of "Moderate Buy" from Brokerages

https://www.marketbeat.com/instant-alerts/firstenergy-corporation-nysefe-receives-average-rating-of-moderate-buy-from-brokerages-2026-02-13/
FirstEnergy Corporation (NYSE:FE) has received a consensus "Moderate Buy" rating from fourteen brokerages, with an average 1-year price target of $48.8462. Recent analyst upgrades and increased price targets from firms like Scotiabank and Wolfe Research highlight positive sentiment. The company also announced a quarterly dividend increase to $0.465, signaling management confidence and supporting income investors.

NiSource Taps Amazon Data Centers To Anchor Long Term Growth Plan

https://www.sahmcapital.com/news/content/nisource-taps-amazon-data-centers-to-anchor-long-term-growth-plan-2026-02-13
NiSource (NYSE:NI) has secured a long-term electricity supply contract with Amazon subsidiary ADS for its data centers, a deal NiSource describes as a transformational step in its infrastructure investment and growth plans. This agreement links a significant portion of NiSource's future capital expenditure, estimated at US$7 billion for data center-related projects out of a total US$28 billion planned from 2026-2030, to a specific, high-usage customer. While providing revenue visibility and supporting a shift towards electric infrastructure, the deal also presents risks such as significant upfront investment and customer concentration.

American Electric Power stock hits all-time high at $125.36 By Investing.com

https://za.investing.com/news/company-news/american-electric-power-stock-hits-alltime-high-at-12536-93CH-4112196
American Electric Power (AEP) stock has reached an all-time high of $125.36, reflecting strong investor confidence and a 23.43% increase over the past year. The utility giant, known for its consistent dividend payments for 56 consecutive years, also reported better-than-expected Q4 2025 earnings and revenue. Despite an InvestingPro analysis suggesting the stock is overvalued, its strategic initiatives and stable business model continue to appeal to investors.
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S&P 500 Falls Over 1%; American Electric Power Shares Gain After Upbeat Earnings

https://www.benzinga.com/markets/market-summary/26/02/50586585/sp-500-falls-over-1-american-electric-power-shares-gain-after-upbeat-earnings
U.S. stocks, including the Nasdaq Composite, Dow, and S&P 500, traded lower on Thursday, with the S&P 500 falling over 1%. American Electric Power Company, Inc. (AEP) shares gained significantly after reporting better-than-expected fourth-quarter results. Other companies like Cognex Corp (CGNX), Fastly Inc (FSLY), and Novocure Ltd (NVCR) also saw notable stock movements following their respective financial reports or announcements.

American Electric Power: Ideally Positioned to Benefit From Growing Demand

https://www.morningstar.com/company-reports/1430795-american-electric-power-ideally-positioned-to-benefit-from-growing-demand
American Electric Power (AEP) is seen as ideally positioned to benefit from growing demand, with its business strategy focused on regulated investments across numerous utilities. This strategy is expected to support management's 7% to 9% earnings growth target for 2026-2030, which analysts view as achievable. Recent developments in the PJM market are also considered positive for regulated transmission and distribution utilities like AEP.

AEP Q4: Bets Big on Transmission Growth, Utility Sees Massive Data Center Demand

https://www.benzinga.com/markets/earnings/26/02/50581312/aep-q4-bets-big-on-transmission-growth-utility-sees-massive-data-center-demand
American Electric Power (AEP) exceeded Q4 earnings estimates with adjusted earnings of $1.19 per share and revenue of $5.314 billion, despite a slight decrease from the previous year. The utility is heavily investing in transmission and distribution infrastructure to meet a massive surge in demand from data centers and other large-load customers, particularly in Texas, and reaffirmed its strong operating earnings guidance for 2026.

American Electric Power stock hits all-time high at $125.36

https://www.investing.com/news/company-news/american-electric-power-stock-hits-alltime-high-at-12536-93CH-4503158
American Electric Power (AEP) stock has hit an all-time high of $125.36, reflecting strong investor confidence and a 23.43% increase in stock value over the past year. The company boasts a low beta of 0.62, a 3.11% dividend yield, and a 56-year history of dividend payments. Despite an InvestingPro analysis suggesting overvaluation, AEP recently exceeded Q4 2025 financial expectations with strong operating earnings and revenue.

American Electric's Q4 Earnings Beat Estimates, Revenues Increase Y/Y

https://www.tradingview.com/news/zacks:6c1722cb8094b:0-american-electric-s-q4-earnings-beat-estimates-revenues-increase-y-y/
American Electric Power (AEP) reported strong fourth-quarter 2025 operating earnings of $1.19 per share, surpassing analyst estimates by 3.5%, despite a slight year-over-year decline. The company's revenues also saw a significant 13.2% increase to $5.31 billion, beating consensus estimates. For the full year 2025, AEP's revenues reached $21.88 billion, and the company issued 2026 earnings guidance between $6.15 and $6.45 per share.
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