American Electric Power Company 경영진
경영진 기준 점검 1/4
American Electric Power Company CEO는 Bill Fehrman, Aug2024 에 임명되었습니다 의 임기는 1.83 년입니다. 총 연간 보상은 $36.60M, 4.1% 급여 및 95.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $2.77M 가치에 해당하는 회사 주식의 0.004% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.8 년과 4.9 년입니다.
핵심 정보
Bill Fehrman
최고경영자
US$36.6m
총 보수
| CEO 급여 비율 | 4.11% |
| CEO 재임 기간 | 1.8yrs |
| CEO 지분 보유율 | 0.004% |
| 경영진 평균 재임 기간 | 1.8yrs |
| 이사회 평균 재임 기간 | 4.9yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Jun 23
AEP: Data Center Demand And PJM Decisions Will Shape Future Returns
Analysts trimmed the base case fair value estimate for American Electric Power Company by about $0.10 to $144.43 per share. This adjustment reflects slightly lower consolidated price targets after recent cuts from firms citing moderating utility sector performance and emerging, but currently contained, data center pushback risks.내러티브 업데이트 • Jun 05
AEP: Data Center Driven Capital Plan And PJM Tensions Will Shape Returns
Analysts now see slightly higher long term value for American Electric Power, with the modeled fair value edging up from about $144.29 to $144.52. This reflects updated assumptions around data center driven revenue growth, modest adjustments to profit margin expectations, and a small reset in future P/E targets amid mixed but generally constructive price target revisions across the Street.Seeking Alpha • May 13
American Electric Power: Attractive Business And Growth, But A Bit Too Pricy
Summary American Electric Power (AEP) demonstrates a robust growth story, underpinned by strong load growth and a strategically diversified footprint. AEP's returns profile is supported by a consistent dividend history and a disciplined approach to capital allocation. Forward operating earnings growth forecasts and cost of equity analysis reinforce the company’s fundamental appeal. Recent results highlight AEP’s ability to deliver stable performance and sustain dividend growth, but it appears currently fully valued, warranting a hold rating. Read the full article on Seeking Alpha내러티브 업데이트 • May 09
AEP: Data Center Backlog And Grid Investments Will Shape Future Returns
Narrative Update Analysts have moderately lifted the implied price target for American Electric Power Company to $144.29 from $141.38, reflecting updated views on its earnings power. This change is supported by research that cites factors such as the company's 56 GW contracted load backlog, large transmission network, and potential upside in earnings and rate base.내러티브 업데이트 • Apr 25
AEP: Data Center Backlog And Grid Spend Will Guide Balanced Outlook
Analysts have nudged their blended price target for American Electric Power higher to reflect modestly adjusted fair value and revenue growth assumptions, supported by a series of recent target increases across the Street despite one small reduction. Analyst Commentary Recent research on American Electric Power Company reflects an overall constructive tone, with multiple firms adjusting price targets and ratings as they refresh models after the latest earnings season and sector reviews.
새로운 내러티브 • Apr 24
AEP: Capturing the Scarcity Value of the American Power Grid
As of April 2026, American Electric Power (AEP) has transitioned from a traditional income stock to a structural growth play. While its current price of $134 (20.3x Fwd P/E) sits above historical norms, this premium is fundamentally supported by a tectonic shift in grid demand.내러티브 업데이트 • Apr 09
AEP: Data Center Load Backlog And Grid Investments Will Shape Outlook
Analysts have raised their average price target for American Electric Power Company by roughly $4 to about $137. They attribute this change to updated models that factor in higher contracted load, a larger capital program in transmission and supply, and refined earnings assumptions following recent Q4 results.내러티브 업데이트 • Mar 26
AEP: Data Center Load And Transmission Build Plan Will Shape Outlook
Analyst price targets for American Electric Power Company have been revised modestly higher to reflect updated earnings models, a slightly higher fair value estimate of about $137.47, and continued emphasis on the company's large contracted load backlog and transmission-focused investment plans. Analyst Commentary Recent Street research on American Electric Power Company reflects a generally constructive tone, with several firms adjusting price targets higher and a mix of rating upgrades and one downgrade tied mainly to valuation.내러티브 업데이트 • Mar 11
AEP: Data Center Load Backlog And Fuel Project Will Shape Outlook
The analyst price target for American Electric Power Company has been raised by about $3.50 to $136.53, as analysts point to updated earnings expectations, a large contracted load backlog, and an extensive capital and transmission investment program as key supports for their revised outlook. Analyst Commentary Recent research updates on American Electric Power Company show an active debate around how to value the company’s growth plans, capital spending, and contract backlog.내러티브 업데이트 • Feb 24
AEP: Data Center Load And Fuel Project Will Shape Premium Valuation Potential
Analysts have lifted their price expectations for American Electric Power, with the updated fair value estimate moving from $128.75 to $133.03. They cite a larger contracted load pipeline, ongoing capital investment plans in supply and transmission, and continued execution that supports premium P/E assumptions, despite slightly lower revenue growth and profit margin inputs in recent models.내러티브 업데이트 • Feb 10
AEP: Data Center Load And Fuel Project Will Test Premium Standing
Analysts have nudged their price targets on American Electric Power higher by a few dollars, reflecting updated views that incorporate a slightly higher fair value estimate of about $128.75, modest adjustments to growth and discount rate assumptions, and recent mixed research that includes several target increases alongside one valuation driven downgrade. Analyst Commentary Recent research on American Electric Power Company reflects a mix of optimism around growth projects and valuation discipline as the share price moves relative to peers.내러티브 업데이트 • Jan 26
AEP: Data Center Demand And Grid Plan Will Test Premium Valuation
Analysts have slightly raised their price targets on American Electric Power Company by a few dollars, citing updated assumptions around revenue growth, profit margins, and future P/E multiples. They generally view the shares as fairly valued, with execution and regulatory progress identified as key drivers.내러티브 업데이트 • Jan 12
AEP: Data Center Demand And Grid Investments Will Shape Balanced Outlook
Analysts have nudged their price targets on American Electric Power higher into a roughly $117 to $133 range, pointing to a solid balance sheet, a large planned capital program, exposure to rising power demand including data centers, and constructive regulatory support as key reasons for the updated valuations. Analyst Commentary Recent research on American Electric Power Company shows a mix of optimism around growth opportunities and prudence around valuation and execution risk.내러티브 업데이트 • Dec 21
AEP: Data Center Load And Massive Capex Plan Will Drive Future Upside
Analysts have nudged their price target on American Electric Power Company modestly higher, citing a series of recent target increases across the Street. These moves reflect expectations for stronger rate base and earnings growth supported by robust data center driven demand and a sizable, multi year capital plan.내러티브 업데이트 • Dec 07
AEP: Data Center Demand And Execution On Massive Grid Buildout Will Drive Outcomes
The analyst price target for American Electric Power Company has risen by approximately $4 to the low $120s range, as analysts highlight the company's solid balance sheet, sizable $70B-plus capital plan, and growing exposure to data center driven demand, even as they flag valuation and regulatory execution as key swing factors. Analyst Commentary Recent Street research reflects a constructive but selective stance on American Electric Power, with many bullish analysts raising price targets into the low to mid $120s and a few more cautious voices emphasizing execution and valuation risk.내러티브 업데이트 • Nov 23
AEP: Data Center Demand And Execution On $70 Billion Plan Will Drive Results
The analyst price target for American Electric Power Company has increased by $1.35 to $128.68. Analysts point to ongoing improvements in the company’s financial outlook and stronger confidence in future earnings growth, supported by regulatory and strategic updates.내러티브 업데이트 • Nov 05
AEP: Data Center Demand And Regulatory Outcomes Will Shape Earnings Path Forward
American Electric Power Company's analyst price target has increased from $120.41 to $127.32. Analysts cite stronger projected revenue growth and robust demand fundamentals to support the upward revision.분석 기사 • Oct 29
American Electric Power Company (NASDAQ:AEP) Is Increasing Its Dividend To $0.95
The board of American Electric Power Company, Inc. ( NASDAQ:AEP ) has announced that it will be increasing its dividend...내러티브 업데이트 • Oct 22
Analysts Highlight Growth Prospects and Risks as American Electric Power Targets Higher Valuation
American Electric Power Company's analyst price target has increased by approximately $4.57. Analysts cite the company's substantial multi-year capital plan, accelerating demand for electricity, and improving regulatory momentum as drivers of a stronger outlook.내러티브 업데이트 • Oct 08
Capital Investments And Regulatory Moves Will Secure Future Grid
American Electric Power Company's analyst price target has been modestly increased to $115.83 from $115. Analysts cite ongoing execution, robust demand trends, and the company's strategic positioning in large load development as key supporting factors.분석 기사 • Sep 03
Here's Why American Electric Power Company (NASDAQ:AEP) Has A Meaningful Debt Burden
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Aug 02
Earnings Beat: American Electric Power Company, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
American Electric Power Company, Inc. ( NASDAQ:AEP ) investors will be delighted, with the company turning in some...분석 기사 • Jul 03
The Return Trends At American Electric Power Company (NASDAQ:AEP) Look Promising
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Seeking Alpha • Apr 07
American Electric Power: EPS Up 31% In 2024 Earnings
Summary American Electric Power has shown consistent financial growth, with revenue rising from $14.9 billion in 2020 to $19.7 billion in 2024, and net profit increasing from $2.2 billion to $3.0 billion. AEP's business model focuses on regulated infrastructure, ensuring stable profitability and predictable cash flow, supported by a vertically integrated structure and centralized management. The company plans a $54 billion investment over five years to modernize infrastructure and expand generation, aiming for 6-8% annual EPS growth and a 4% dividend yield. Despite regulatory risks and market challenges, AEP's strategic focus on electrification and data center growth positions it for long-term success, with a fair valuation of $109.13 per share and a "Buy" rating. Read the full article on Seeking AlphaSeeking Alpha • Jan 26
American Electric Power: Charge Up Your Portfolio With Durable Assets
Summary American Electric Power offers a solid investment with a 3.8% dividend yield and a strong track record of shareholder returns and financial management. Management targets 6-8% annual EPS growth starting in 2026, driven by a $54 billion capital investment plan and operational efficiencies. AEP's new CEO is committed to optimizing the company structure, aiming for improved performance and strategic growth in regulated utilities and renewable energy. AEP's attractive valuation and potential 10-12% total returns make it a compelling choice for long-term investors. Read the full article on Seeking AlphaSeeking Alpha • Dec 22
American Electric Power: Light Up Your Income Portfolio With This Mission Critical Utility
Summary Market volatility can offer buying opportunities, but emotional reactions can lead to costly mistakes; focus on fundamentals to maintain perspective. AEP's five-year capital spending plan and robust growth outlook, driven by data centers, make it a compelling investment. AEP's financial health, undervaluation, and strong dividend growth potential justify a buy rating, with expected 30% cumulative returns through 2026. Risks include cyber breaches, geographic concentration, and natural disasters, but AEP's strategic investments in infrastructure support long-term growth. Read the full article on Seeking AlphaSeeking Alpha • Oct 14
American Electric Power: Efficiency Gains To Boost Earnings Growth (Buy)
Summary American Electric Power is poised to grow earnings and dividends by 50% over the next five years, driven by surging data centre demand and efficiency gains. AEP is currently under-earning on regulated assets but is expected to regain efficiency as power sales volumes surge. The company’s regulated nature ensures stable, predictable profits, while efficiency improvements and asset value gains could lead to significant share price appreciation. AEP's diversified operations mitigate regulatory risks, making it a low-risk, high-reward investment likely to outperform other regulated utility peers. Read the full article on Seeking AlphaSeeking Alpha • Oct 07
Load Growth To Drive Earnings At American Electric Power
Summary AEP is poised to outperform the S&P with a 6%-7% annual earnings CAGR, driven by high load growth and strong ROEs, especially in Texas. AEP's substantial $43B capex by 2028 and customer commitments for 15GW of incremental load ensure visibility into long-term earnings growth. AEP offers a 3.5% dividend yield, lower volatility, and potential earnings multiple normalization, setting it up for superior returns compared to the S&P. AEP's valuation is opportunistic, with a forward multiple of 17X, expected to rise to 19X, making it attractive within the utility sector. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$4b |
| Dec 31 2025 | US$37m | US$2m | US$4b |
| Sep 30 2025 | n/a | n/a | US$4b |
| Jun 30 2025 | n/a | n/a | US$4b |
| Mar 31 2025 | n/a | n/a | US$3b |
| Dec 31 2024 | US$13m | US$629k | US$3b |
보상 대 시장: Bill의 총 보수(USD36.60M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.67M)보다 높습니다.
보상과 수익: Bill의 보상은 지난 1년 동안 20% 이상 증가했습니다.
CEO
Bill Fehrman (66 yo)
1.8yrs
재임 기간
US$36,601,524
보수
Mr. William J. Fehrman, also known as Bill, is CEO, President & Chairman of the Board of AEP Generating Company. Mr. Fehrman has been President & Chief Executive Officer of American Electric Power since Au...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Chairman | 1.8yrs | US$36.60m | 0.0038% $ 2.8m | |
| Executive VP & CFO | 1.4yrs | US$13.48m | 0.0032% $ 2.3m | |
| Executive VP | less than a year | US$5.47m | 0.00021% $ 154.2k | |
| President of Nuclear Development | less than a year | US$4.37m | 0.00019% $ 139.5k | |
| President of AEP Transmission | 1yr | US$6.69m | 0.0011% $ 785.7k | |
| Senior VP | 3.1yrs | 데이터 없음 | 0.0015% $ 1.1m | |
| Executive VP and Chief Information & Technology Officer | less than a year | 데이터 없음 | 0.000090% $ 66.1k | |
| Vice President of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| VP & Chief Communications Officer | 2.1yrs | 데이터 없음 | 데이터 없음 | |
| Executive VP & Chief Human Resources Officer | 4.8yrs | 데이터 없음 | 0.0078% $ 5.7m | |
| Executive Vice President of Nuclear Operations | 3.9yrs | 데이터 없음 | 0.000040% $ 29.4k | |
| Senior Vice President of Commercial Operations | 9.4yrs | 데이터 없음 | 데이터 없음 |
1.8yrs
평균 재임 기간
55.5yo
평균 나이
경험이 풍부한 관리: AEP의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.8 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Chairman | 1.8yrs | US$36.60m | 0.0038% $ 2.8m | |
| Independent Director | 6.8yrs | US$325.69k | 0.00046% $ 337.8k | |
| Independent Director | 4.3yrs | US$323.19k | 0.0048% $ 3.5m | |
| Independent Director | 13.9yrs | US$320.69k | 0.00019% $ 139.5k | |
| Independent Lead Director | 17.4yrs | US$684.02k | 0.00028% $ 205.6k | |
| Independent Director | 7.2yrs | US$300.69k | 0.00057% $ 418.6k | |
| Independent Director | 4.3yrs | US$320.69k | 0% $ 0 | |
| Independent Director | 1.2yrs | US$225.69k | 0% $ 0 | |
| Independent Director | 2.8yrs | US$323.19k | 0% $ 0 | |
| Independent Director | 5.5yrs | US$305.69k | 0% $ 0 |
4.9yrs
평균 재임 기간
67yo
평균 나이
경험이 풍부한 이사회: AEP의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.9 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/25 03:38 |
| 종가 | 2026/06/24 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
American Electric Power Company, Inc.는 31명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Nicholas Campanella | Barclays |
| Michael Lonegan | Barclays |