{"filings":[{"id":442562,"accession_number":"0001193125-26-223988","cik":4904,"company_name":"AMERICAN ELECTRIC POWER CO INC","ticker":"AEP","form_type":"8-K","filed_at":"2026-05-14T20:06:13+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"AEP enters forward sale agreements for 23.5M shares at $124.97/sh","event_type":"other_material","confidence":"high","bullets":["Forward sale agreements with BofA, Goldman Sachs, Morgan Stanley for 20.47M shares; underwriters exercised option for additional 3.07M shares (total 23.54M).","Initial forward price $124.968/sh; physical settlement expected on or before May 31, 2028, subject to adjustments.","Proceeds only received upon physical settlement; company may elect cash or net share settlement under certain conditions.","Forward purchasers can accelerate settlement if unable to hedge or upon certain dividend/merger events.","Agreements automatically terminate upon bankruptcy; no proceeds or shares issued if terminated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98178,"accession_number":"0000004904-26-000031","cik":4904,"company_name":"AMERICAN ELECTRIC POWER CO INC","ticker":"AEP","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEP Q1 GAAP EPS $1.61 (up 7.3% YoY), operating EPS $1.64; raises five-year capex to $78B","event_type":"earnings","confidence":"high","bullets":["Q1 GAAP net income $874M ($1.61 EPS) vs $800M ($1.50) YoY; operating earnings $891M ($1.64 EPS) vs $823M ($1.54).","Reaffirms FY2026 operating EPS guidance $6.15-$6.45; expects operating earnings CAGR >9% through 2030.","Increases five-year capital plan to $78B (from $72B) driven by PJM/SPP transmission awards and new gas generation in Indiana.","New load commitments 63 GW by 2030 (41 GW from AEP Texas); expects up to $16B in customer cost offsets."],"consensus_eps_estimate":null,"consensus_eps_actual":1.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":6020000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98177,"accession_number":"0000004904-26-000026","cik":4904,"company_name":"AMERICAN ELECTRIC POWER CO INC","ticker":"AEP","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"AEP shareholders approve increase in authorized common shares to 900M","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amendment to increase authorized common shares from 600M to 900M.","All 10 director nominees elected; Sara Martinez Tucker received 338.9M for, 65.7M against.","Ratification of PwC as auditor for 2026 passed with 464.8M votes for.","AEP Employee Stock Purchase Plan approved (402.4M for, 1.8M against).","Advisory say-on-pay resolution approved (332.6M for, 70.8M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113486,"accession_number":"0000004904-26-000015","cik":4904,"company_name":"AMERICAN ELECTRIC POWER CO INC","ticker":"AEP","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Henry P. Linginfelter not standing for re-election at AEP 2026 annual meeting","event_type":"leadership","confidence":"high","bullets":["Henry P. Linginfelter notified AEP Board on Feb 13, 2026 of his decision not to stand for re-election at 2026 Annual Meeting.","Decision is not due to any disagreement with the company on operations, policies, or practices.","Linginfelter's departure occurs at the 2026 Annual Meeting of Shareholders; date not yet specified.","No replacement has been announced; remaining Board composition unchanged until annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113485,"accession_number":"0000004904-26-000011","cik":4904,"company_name":"AMERICAN ELECTRIC POWER CO INC","ticker":"AEP","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEP reports Q4 GAAP EPS $1.09, full-year $6.70; reaffirms 2026 guidance; load demand doubles to 56 GW","event_type":"earnings","confidence":"high","bullets":["Full-year GAAP EPS $6.70, operating EPS $5.97; Q4 GAAP EPS $1.09 vs $1.25 YoY, operating $1.19 vs $1.24.","Revenue rose to $21.9B in 2025 from $19.7B in 2024; Q4 revenue $5.3B vs $4.7B.","Incremental load demand by 2030 doubled to 56 GW from 28 GW in October, all with signed agreements.","Identified $5B-$8B incremental investment beyond $72B five-year capital plan; acquired 2.2 GW generation and secured 10 GW gas turbine capacity.","Reaffirmed 2026 operating EPS guidance $6.15-$6.45 and long-term growth rate 7%-9%."],"consensus_eps_estimate":null,"consensus_eps_actual":6.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":21876000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113484,"accession_number":"0000004904-26-000003","cik":4904,"company_name":"AMERICAN ELECTRIC POWER CO INC","ticker":"AEP","form_type":"8-K","filed_at":"2026-01-08T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"AEP subsidiary commits $2.65B to acquire fuel cells; 20-year offtake with investment-grade customer","event_type":"other_material","confidence":"high","bullets":["Unregulated subsidiary executed unconditional purchase agreement for solid oxide fuel cells costing ~$2.65B.","20-year offtake agreement for 100% output with high investment grade third party; facility near Cheyenne, Wyoming.","Offtake conditions expected satisfied by Q2 2026; if not, AEP compensated for all capital and costs.","Builds on Nov 2024 agreement for initial 100 MW and option for additional 900 MW of fuel cells."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129882,"accession_number":"0000004904-25-000202","cik":4904,"company_name":"AMERICAN ELECTRIC POWER CO INC","ticker":"AEP","form_type":"8-K","filed_at":"2025-12-29T23:59:59+00:00","items":["1.01","1.02","5.03","9.01"],"status":"ready","headline":"AEP grants board observer to Icahn Group's Andrew Teno; agrees to standstill, ends prior nomination pact","event_type":"leadership","confidence":"high","bullets":["Andrew J. Teno appointed as non-voting board observer per agreement with Carl Icahn's group.","Icahn Group agrees to standstill and mutual non-disparagement restrictions; agreement terminable at any time.","Prior director nomination agreement from Feb 2024 terminated effective Dec 22, 2025.","Board reduces committees from 7 to 5 effective July 1, 2026: eliminates Finance, combines Nominating/Governance and HR.","By-laws amended to reflect new committee structure; changes effective July 1, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129881,"accession_number":"0000004904-25-000198","cik":4904,"company_name":"AMERICAN ELECTRIC POWER CO INC","ticker":"AEP","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"AEP grants CEO Fehrman $15M special equity award (performance shares + RSUs) vesting 2030","event_type":"other_material","confidence":"high","bullets":["$10M in performance shares vest Dec 31, 2030, based on 5-year relative TSR vs peers.","$5M in restricted stock units vest Dec 31, 2030, subject to continuous employment.","Award designed as retention strategy and to align CEO compensation with performance.","Performance payout ranges 0%-200% based on rTSR from 20th to 80th percentile."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129880,"accession_number":"0000004904-25-000196","cik":4904,"company_name":"AMERICAN ELECTRIC POWER CO INC","ticker":"AEP","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AEP prices $1B junior subordinated debt offering in two tranches due 2056","event_type":"debt","confidence":"high","bullets":["Issued $400M of 5.800% Fixed-to-Fixed Reset Rate Junior Subordinated Debentures, Series C, due 2056.","Issued $600M of 6.050% Fixed-to-Fixed Reset Rate Junior Subordinated Debentures, Series D, due 2056.","Both offerings add to existing series from Sep 25, 2025; each series now has $1.5B outstanding.","Underwriting syndicate includes Guggenheim, J.P. Morgan, MUFG, PNC, Scotia, Wells Fargo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129879,"accession_number":"0000004904-25-000182","cik":4904,"company_name":"AMERICAN ELECTRIC POWER CO INC","ticker":"AEP","form_type":"8-K","filed_at":"2025-11-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AEP enters $3.5B at-the-market equity distribution agreement, replaces $1.7B facility","event_type":"other_material","confidence":"high","bullets":["New agreement allows sale of up to $3.5B of common stock through ATM offerings on Nasdaq or privately.","Prior $1.7B ATM program from November 2023 terminated.","Sales agents include Barclays, BofA, Citi, J.P. Morgan, Mizuho, MUFG, Scotia, Wells Fargo.","Company may also enter forward stock purchase transactions with forward purchasers for hedging.","Proceeds will depend on market conditions, stock price, and capital needs; no actual sales yet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129878,"accession_number":"0000004904-25-000169","cik":4904,"company_name":"AMERICAN ELECTRIC POWER CO INC","ticker":"AEP","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEP Q3 GAAP EPS $1.82 vs $1.80 YoY; updates 5-yr growth target to 7-9% with $72B capex plan","event_type":"earnings","confidence":"high","bullets":["Operating EPS $1.80, down from $1.85 YoY; GAAP EPS $1.82 vs $1.80; revenue up 11% to $6.0B.","FY2025 operating EPS guidance $5.75-$5.95 reaffirmed; expects results in upper half of range.","New $72B capital plan (2026-2030) drives long-term operating EPS growth rate of 7-9%.","Rate base to grow at 10% CAGR to $128B by 2030; 28 GW new load additions under commitments.","Provides 2026 operating EPS guidance of $6.15-$6.45 per share."],"consensus_eps_estimate":null,"consensus_eps_actual":5.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":16560700000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146470,"accession_number":"0000004904-25-000165","cik":4904,"company_name":"AMERICAN ELECTRIC POWER CO INC","ticker":"AEP","form_type":"8-K","filed_at":"2025-09-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AEP issues $2B in junior subordinated debentures at 5.800% and 6.050% due 2056","event_type":"debt","confidence":"high","bullets":["Series C: $1.1B at 5.800% Fixed-to-Fixed Reset Rate, due 2056.","Series D: $900M at 6.050% Fixed-to-Fixed Reset Rate, due 2056.","Underwriters include BofA Securities, Goldman Sachs, Mizuho, Morgan Stanley, Truist.","Supplemental indenture establishing terms dated September 25, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146469,"accession_number":"0000004904-25-000139","cik":4904,"company_name":"AMERICAN ELECTRIC POWER CO INC","ticker":"AEP","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEP reports record Q2 operating EPS $1.43, guides to upper half of 2025 range","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $2.29 vs $0.64 YoY; operating EPS $1.43 vs $1.25 YoY.","Revenue $5.09B, up 11% YoY; Vertically Integrated Utilities segment led.","Guides to upper half of 2025 operating EPS range $5.75-$5.95; reaffirms 6-8% long-term growth.","Expects new $70B five-year capital plan; secured customer agreements for 24 GW new load by 2030.","Completed $2.82B equity sale of 19.9% in transmission companies to KKR/PSP in June."],"consensus_eps_estimate":null,"consensus_eps_actual":3.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":10550300000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146468,"accession_number":"0000004904-25-000127","cik":4904,"company_name":"AMERICAN ELECTRIC POWER CO INC","ticker":"AEP","form_type":"8-K","filed_at":"2025-07-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"AEP board chair resignation: Tucker steps down; CEO Fehrman named Chair effective Aug 1, 2025","event_type":"leadership","confidence":"high","bullets":["Sara Martinez Tucker resigned as Board Chair for personal reasons, effective July 31, 2025.","Tucker remains on the Board and will serve as independent Lead Director starting August 1, 2025.","William J. Fehrman, CEO and President of AEP, elected as Board Chair effective August 1, 2025.","Fehrman has served on the Board since August 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164836,"accession_number":"0000004904-25-000080","cik":4904,"company_name":"AMERICAN ELECTRIC POWER CO INC","ticker":"AEP","form_type":"8-K","filed_at":"2025-06-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"AEP EVP and General Counsel David Feinberg to depart; named senior advisor through Aug 15, 2025","event_type":"leadership","confidence":"high","bullets":["David Feinberg steps down as EVP & general counsel effective July 13, 2025.","From July 14 to Aug 15, 2025, he will serve as senior advisor to AEP's CEO.","Employment ends August 15, 2025; no immediate replacement named."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}