美国电力(AEP)
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What's in Store for American Electric (AEP) in Q1 Earnings?
Zacks Investment Research· 2024-04-25 23:41
American Electric Power Company, Inc (AEP) is slated to release first-quarter 2024 results on Apr 30, before the opening bell.In the last reported quarter, the company delivered a negative earnings surprise of 3.15%. American Electric has a trailing four-quarter average negative earnings surprise of 1.09%.Factors to NoteAEP’s service territories observed mixed weather conditions in the first quarter. While cool temperature was experienced in the company’s service areas at the onset of the January-March quar ...
Seeking Clues to AEP (AEP) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics
Zacks Investment Research· 2024-04-25 22:20
Wall Street analysts forecast that American Electric Power (AEP) will report quarterly earnings of $1.33 per share in its upcoming release, pointing to a year-over-year increase of 19.8%. It is anticipated that revenues will amount to $5.21 billion, exhibiting an increase of 10.8% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 1.2% to its current level. This demonstrates the covering analysts' collective reassessment of their in ...
AEP DECLARES QUARTERLY DIVIDEND ON COMMON STOCK
Prnewswire· 2024-04-24 03:02
COLUMBUS, Ohio, April 23, 2024 /PRNewswire/ -- The Board of Directors of American Electric Power Co. (Nasdaq: AEP) today declared a regular quarterly cash dividend of 88 cents a share on the company's common stock. The dividend is payable June 10, 2024, to shareholders of record as of May 10, 2024, and is the company's 456th consecutive quarterly common stock cash dividend. AEP has paid a cash dividend on its common stock every quarter since July 1910. At American Electric Power, based in Columbus, Ohio, we ...
AEP Recognized as One of America's Best Employers for Diversity
Prnewswire· 2024-04-24 00:47
COLUMBUS, Ohio, April 23, 2024 /PRNewswire/ -- American Electric Power (Nasdaq: AEP) was included in Forbes Best Employers for Diversity 2024 list. The list was developed based on an independent survey from a sample of more than 170,000 U.S.-based employees. Participants were asked to anonymously rate their organizations on criteria such as age, gender, ethnicity, disability and sexual orientation equality. Respondents belonging to underrepresented groups also were asked to nominate organizations other than ...
AEP Named Leader on New JUST Jobs Scorecard
Prnewswire· 2024-04-04 21:09
公司表现 - 美国电力公司(Nasdaq: AEP)是六家获得JUST Jobs Leader称号的公司之一[1] - JUST Jobs Scorecard是一个基于31个数据点的数据驱动工具,帮助公司优先考虑对员工的投资[2] - 美国电力公司在员工健康和培训发展两个主题领域获得了最高分数4,并在这些类别中被评为表现最好的公司[3]
American Electric Power: High Yielding Critical Infrastructure On Sale
Seeking Alpha· 2024-03-23 12:52
公司概况 - 美国电力公司(NASDAQ:AEP)是美国最大的电力公用事业之一[1] - AEP是一个由发电、输电和配电子公司组成的集团,为美国东海岸和中西部地区的部分地区提供电力[2] 股价表现 - 由于利率上涨和公用事业部门的负面情绪,AEP的股价被市场低估[3] - AEP在过去几年中一直保持盈利,但近几个季度的表现不佳,主要是由于利息支出的增加[8][9] 财务状况 - AEP的利息支出增加主要是由于债务和信贷额度到期,但管理层已经采取措施筹集现金和去杠杆化[12] - 尽管利息支出对EPS造成了影响,但FFO目前占AEP总债务的13%,显示了没有流动性或存在威胁[13] 预测展望 - 预计随着利率在未来几年回落,AEP的EPS增长将加速,股价有望上涨[14][15] - AEP的估值在利率上升后有所下降,但随着利率回落,预计估值将恢复到历史水平[17] 投资风险 - AEP投资者需要考虑的风险包括受到监管限制、高利息支出和环境风险[20][21][23] 股息与财务数据 - AEP公司的股息率为4.3%,具有良好的覆盖率[25] - AEP公司的财务数据显示债务和资本回报率的FFO覆盖率优秀[25] - AEP公司管理团队持续优化资产负债表,为投资者带来光明前景[25]
5 Big Dividend Paying Utility Stocks To Buy Right Now
24/7 Wall Street· 2024-03-19 02:15
5 Big Dividend Paying Utility Stocks To Buy Right Now trekandshoot / iStock via Getty Images After an incredible year like 2023 and a solid first quarter this year, many investors are probably still taking the proverbial victory lap, and with good reason. However, the tide could be turning after the January and February consumer and producer index reports came in hotter than expected, indicating that inflation remains sticky.While interest rates probably start to come down, which could be as late as the f ...
CEO Slashes PG&E Stake by Almost Half
24/7 Wall Street· 2024-03-02 23:10
CEO Slashes PG&E Stake by Almost Half YinYang / iStock via Getty Images Examining how company insiders manage their positions in their own companies can reveal a lot. People may sell shares for many reasons, such as buying a house, paying for college, or estate planning. Generally, they buy shares for just one reason: to make more money.Often, one of the largest and best-informed shareholders in any company is the chief executive officer. Let’s have a look at whether the CEO of PG&E Corp. (NYSE: PCG), Pat ...
AEP Completes Sale of New Mexico Solar Assets
Prnewswire· 2024-02-28 05:00
出售交易详情 - 美国电力公司完成了将其在新墨西哥可再生发展有限责任公司中的50%股权出售给Exus的交易,净现金约为104百万美元[1] - 出售过程始于2023年6月,并获得了联邦能源监管委员会的必要审批,以及与NMRD项目相关的新墨西哥监管机构的批准,以及1976年《哈特-斯科特-罗迪诺反垄断改进法案》的清算[2] 出售组合内容 - 出售组合包括九个运营中的太阳能项目,总装机容量为185兆瓦,以及六个正在开发中的项目,预计总装机容量为440兆瓦[3]
American Electric Power(AEP) - 2023 Q4 - Earnings Call Transcript
2024-02-28 01:27
财务数据和关键指标变化 - 2023年全年运营收益为每股5.25美元,在公司指引范围内,尽管受到0.37美元的不利天气影响和0.45美元的利息成本增加 [12][40][56] - 公司连续14年达到或超过收益指引,展现出出色的执行能力 [12] - 公司过去10年一直保持运营费用基本持平,同时资产规模翻倍,体现出出色的运营效率管控 [13] 各条业务线数据和关键指标变化 - 垂直一体化公用事业分部2023年每股收益2.47美元,同比下降0.09美元,主要受到不利天气、利息费用上升和所得税上升的影响,但部分被各运营公司的费率变化、输电收入增加、零售负荷正常化以及折旧和运营费用下降所抵消 [41] - 输电和配电公用事业分部2023年每股收益1.30美元,同比增加0.14美元,主要受益于输电收入增加、得克萨斯州和俄亥俄州的费率变化以及运营费用下降 [42] - AEP输电控股分部2023年每股收益1.43美元,同比增加0.11美元,主要受益于投资增长0.09美元和所得税有利影响0.05美元,但受到FERC NOLC裁决的不利影响0.07美元 [43] - 发电和营销分部2023年每股收益0.59美元,同比增加0.09美元,主要受益于零售和批发电力利润改善、可再生能源开发场地出售以及2022年8月可再生能源销售的有利影响 [44] 各个市场数据和关键指标变化 - 2023年公司整体零售负荷增长2.5%,高于原指引的0.7%,主要受数据中心负荷增长加速和公司在服务区域内持续推动经济发展的影响 [46][47] - 商业负荷2023年增长7.8%,主要受数据中心负荷增长的推动,并且正在向更多地区扩展 [47] - 工业负荷2023年增长1.6%,主要受益于新增大型工业负荷的带动,抵消了现有客户的经济挑战 [48] - 住宅负荷2023年略有下降,主要受单户用户用电量下降和通胀对家庭预算的负面影响 [49] 公司战略和发展方向及行业竞争 - 公司将继续保持谨慎的资产组合管理,在价格和执行能力合适的情况下进行交易 [15][16] - 公司决定保留Prairie Wind和Pioneer Transmission合资企业的所有权,并完成对Transource合资企业的审查,认为其符合公司战略 [16] - 公司将重点关注获得建设性的监管结果,以提供客户所需的优质服务 [19] - 公司维持2024年每股5.53-5.73美元的全年运营收益指引,以及6%-7%的长期收益增长率,基于430亿美元的5年资本计划和14%-15%的自由现金流/债务比率目标 [18] 管理层对经营环境和未来前景的评论 - 公司在2023年面临多重挑战,但管理团队展现出出色的执行能力,如连续14年达到或超过收益指引、运营费用多年保持基本持平等 [12][13] - 公司将继续保持谨慎的资产组合管理,在价格和执行能力合适的情况下进行交易,同时将重点关注获得建设性的监管结果 [15][16][19] - 公司对未来发展前景保持乐观,维持2024年和长期的收益增长目标,并将继续执行资本计划,为客户提供可靠的服务 [18][19] 问答环节重要的提问和回答 问题1 **Shar Pourreza 提问** 提问公司是否存在"破损"的地方,以及公司审查的目标和范围 [63][64][65][66][67] **Ben Fowke 回答** 公司不认为有"破损"的地方,但仍有改进空间,尤其是在获得建设性的监管结果方面 [64][65][66][67] 问题2 **Jeremy Tonet 提问** 询问公司与Icahn Capital的协议以及管理层变更的关系 [85][86][87] **Ben Fowke 回答** 公司与Icahn Capital的协议是经过双方建设性对话达成的,Icahn认为公司股票被低估,新增董事会成员将为公司带来新的视角 [86][87] 问题3 **Nick Campanella 提问** 询问公司能够维持6%-7%收益增长率的原因 [95][96][98][99][100] **Ben Fowke 和 Chuck Zebula 回答** 公司5年430亿美元的资本计划为增长目标提供支撑,同时多年来严格控制运营费用、挖掘负荷增长机会等也是关键 [95][96][98][99][100]