Every 8-K that Americn Electric (AEP) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AEP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AEP filings page.
American Electric Power reported second-quarter 2026 GAAP earnings of $713 million, or $1.31 per share, down from $1,226 million, or $2.29 per share, a year earlier. Operating earnings were $742 million, or $1.36 per share, versus $766 million, or $1.43 per share, as revenue rose to $5,445 million from $5,087 million. Year-to-date 2026 operating earnings increased to $1,633 million from $1,589 million.
The company raised its 2026 operating earnings guidance to $6.25 to $6.55 per share from $6.15 to $6.45 and estimated GAAP EPS of $6.16 to $6.46. Management reaffirmed a targeted 7% to 9% annual operating earnings growth rate through 2030, supported by a $78 billion capital plan and more than $10 billion of potential incremental investments.
AEP highlighted strong load growth, with 69 GW of contracted load additions through 2030 and approximately 13 GW of gas-fired turbine capacity secured, plus up to 10 GW under evaluation. To support affordability, AEP and its utilities have secured roughly $5 billion in DOE loans and nearly $400 million in DOE grants, expected to provide about $1.4 billion in cumulative customer benefits.
American Electric Power Company, Inc. elected David S. Marriott and Charles J. Meyers to its Board of Directors effective July 20, 2026. Both will serve as directors until the company’s 2027 annual meeting of shareholders.
Marriott joins the Audit Committee and the Technology Committee, bringing senior leadership experience from Marriott International, where he is Chairman of the Board. Meyers joins the Nominating, Governance & Compensation Committee and the Nuclear Oversight Committee, drawing on his executive background at Equinix, Inc. The Board determined that both are independent under the company’s governance principles, Nasdaq requirements, and applicable SEC rules, and they will receive the same compensation as other non‑employee directors.
American Electric Power Company, Inc. entered into forward sale agreements covering a total of 23,543,308 shares of its common stock in connection with an underwritten offering. The initial forward sale price is set at $124.968 per share, matching the price paid by the underwriters.
The company will receive cash only if it elects to physically settle the forward sale agreements by issuing shares to the forward purchasers, which it currently expects to do on or before May 31, 2028. Alternatively, it may choose cash or net share settlement, which could result in reduced or no cash proceeds, or even a cash or share delivery obligation.
The forward purchasers can accelerate settlement upon specified events, including stock borrow constraints, certain large or unusual dividends, ownership threshold issues, extraordinary corporate events, or defaults. In those cases, AEP could be required to issue shares regardless of its capital needs, which would dilute earnings per share and may affect the market price of its stock.
American Electric Power reported solid first-quarter 2026 growth, with GAAP earnings of $874 million or $1.61 per share, up from $800 million or $1.50 per share a year earlier. Operating earnings rose to $891 million or $1.64 per share, compared with $823 million or $1.54 per share in first-quarter 2025.
Revenue increased to $6.02 billion from $5.46 billion, supported by strong demand, especially from data centers and large industrial customers in Ohio and Texas. AEP now expects incremental load growth to reach 63 gigawatts by 2030, with 41 gigawatts tied to AEP Texas.
The company raised its five-year capital plan to $78 billion, up from $72 billion, including $33 billion of transmission projects, and sees an expected operating earnings CAGR of greater than 9% through 2030. AEP reaffirmed its 2026 operating earnings guidance of $6.15 to $6.45 per share and forecasts nearly 11% annual rate-base growth, while highlighting up to $16 billion in long-term cost offsets for existing customers from large-load contracts.
American Electric Power Company, Inc. reported results of its annual meeting. Shareholders approved an amendment to the Restated Certificate of Incorporation to increase the authorized common stock from 600,000,000 shares to 900,000,000 shares, which will become effective upon filing a Certificate of Amendment in New York.
The Board also amended the By-Laws so that the change in committee name to the Nomination, Governance & Compensation Committee becomes effective May 1, 2026. Shareholders elected ten directors, ratified PricewaterhouseCoopers LLP as independent auditor for 2026, approved the AEP Employee Stock Purchase Plan, and supported named executive officer compensation on an advisory basis.
American Electric Power Company, Inc. reported that board member Henry P. Linginfelter has informed the Board he will not stand for re-election at the Company’s 2026 Annual Meeting of Shareholders. He will therefore leave the Board when his current term expires at that meeting.
The Company states that Mr. Linginfelter’s decision is not due to any disagreement with American Electric Power regarding its operations, policies, or practices. The filing focuses solely on this planned board transition and does not describe any changes to the Company’s business strategy or financial outlook.
American Electric Power reported fourth-quarter 2025 GAAP earnings of $582 million, or $1.09 per share, down from $1.25 per share a year earlier, while operating earnings were $638 million, or $1.19 per share, versus $1.24.
For full-year 2025, GAAP earnings rose to $3.58 billion, or $6.70 per share, from $5.60 per share in 2024, and operating earnings increased to $3.19 billion, or $5.97 per share, from $5.62. Revenue for 2025 was $21.876 billion, up from $19.721 billion.
The company reaffirmed 2026 operating earnings guidance of $6.15 to $6.45 per share and a long-term operating earnings growth rate of 7% to 9%. AEP now has 56 GW of incremental load by 2030 backed by signed agreements and a $72 billion five-year capital plan, with $5 billion to $8 billion of additional identified investment opportunities.
American Electric Power Company, Inc. reported that an unregulated subsidiary has signed an unconditional purchase agreement for solid oxide fuel cells for a new generation facility for approximately $2.65 billion. The facility is expected to be located near Cheyenne, Wyoming and will use fuel cells previously covered by a 2024 purchase agreement and related option. The subsidiary also entered into a 20‑year offtake arrangement with a high investment grade third-party customer for 100% of the facility’s output, providing long-term revenue visibility once the plant is operating. The offtake deal is subject to certain conditions that AEP expects to be satisfied by the second quarter of 2026, and if they are not met, AEP will be financially compensated for all capital and costs incurred.
American Electric Power Company, Inc. entered into an underwriting agreement on December 3, 2025 with Guggenheim Securities, J.P. Morgan, MUFG Securities Americas, PNC Capital Markets, Scotia Capital (USA), and Wells Fargo Securities for the offering and sale of $400,000,000 of 5.800% Fixed-to-Fixed Reset Rate Junior Subordinated Debentures, Series C, due 2056, and $600,000,000 of 6.050% Fixed-to-Fixed Reset Rate Junior Subordinated Debentures, Series D, due 2056.
The Series C and Series D debentures are additional issuances of securities first issued on September 25, 2025, and upon completion of this offering the aggregate principal amount outstanding of debentures in each of these series is stated as $1,500,000,000. Related exhibits include the underwriting agreement, an amended and restated supplemental indenture establishing the debentures’ terms, the form of the debentures, and legal and tax opinions covering the validity of the securities and certain tax matters.
American Electric Power Company, Inc. (AEP) entered into a new Distribution Agreement with a syndicate of banks that allows it to sell from time to time up to $3.5 billion of its common stock in at-the-market offerings and related transactions. Sales can be made through multiple sales agents on the Nasdaq Global Select Market, through market makers, electronic networks or privately negotiated deals, and may also include shares sold to the agents acting as principals under separate terms agreements.
AEP may also enter into forward stock purchase transactions with designated forward purchasers, who will borrow and sell AEP shares to hedge these forward agreements. The initial forward sale price per share is based on the volume-weighted average sale price, reduced by up to a 2% commission and adjusted over time for interest and expected quarterly dividends. AEP can elect physical, cash or net share settlement, while each forward purchaser has limited rights to accelerate and require physical settlement. In connection with this new program, AEP terminated its prior $1.7 billion at-the-market and forward equity arrangement.
American Electric Power (AEP) furnished an update on its financial results via a Form 8-K. The company reported that a press release covering results for the period ended September 30, 2025 was attached as Exhibit 99.1 and incorporated by reference.
The information was provided under Item 2.02 (Results of Operations and Financial Condition) and is being furnished, not deemed “filed” under Section 18 of the Exchange Act. The filing also lists AEP’s common stock (par value $6.50) trading under the symbol AEP on The NASDAQ Stock Market LLC.
American Electric Power Company, Inc. entered into an underwriting agreement for a large subordinated debt financing. The company is offering and selling $1.1 billion of 5.800% Fixed-to-Fixed Reset Rate Junior Subordinated Debentures, Series C, due 2056 and $900 million of 6.050% Fixed-to-Fixed Reset Rate Junior Subordinated Debentures, Series D, also due 2056. These long-dated junior subordinated debentures rank below senior debt and are designed to provide the company with long-term capital while paying fixed coupons that reset at specified times.
American Electric Power Company, Inc. (AEP) filed an 8-K announcing a board leadership transition.
Sara Martinez Tucker will resign as Chair effective 31 Jul 2025 for personal reasons and expressly stated there is no disagreement with the company. She remains a director and has been elected independent Lead Director starting 1 Aug 2025.
The Board simultaneously elected CEO & President William J. Fehrman, a director since 1 Aug 2024, to assume the Chair role on 1 Aug 2025. The filing contains no financial or operational data; it is limited to governance matters. The move combines the CEO and Chair positions, shifting AEP from an independent Chair structure to a Lead-Director model.