Every material Form 8-K American Electric Power filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
American Electric Power reported third-quarter 2026 GAAP earnings of $1.187 billion, or $2.18 per share, compared with $972 million, or $1.82 per share, for the same period in 2025. The company also expanded its five-year capital plan to $100 billion through 2031 and raised its long-term operating earnings growth outlook.
Reported third-quarter 2026 GAAP earnings of $1.187 billion ($2.18 per share) and operating earnings of $1.216 billion ($2.23 per share).
Announced an expanded $100 billion five-year capital plan through 2031 supporting a 13%+ rate base CAGR.
Introduced operating earnings guidance of $6.75 to $7.05 per share for 2027 and $7.40 to $7.70 per share for 2028.
AEP filed notice that Alicia Knapp, its President of Nuclear Development, left the company on September 29, 2026, in an involuntary separation. She may receive severance under the company's Executive Severance Plan if she signs a release of claims and a one-year noncompetition agreement, which would give her one times her current salary and target annual incentive plus prorated vesting of certain long-term incentive awards.
Alicia Knapp, President Nuclear Development, left AEP on September 29, 2026 in an involuntary separation.
Severance benefits depend on Knapp signing a release of all claims that she may lawfully release and a one-year noncompetition agreement.
Benefits would include one times her current salary and target annual incentive compensation, plus prorated vesting of performance shares and restricted stock units.
American Electric Power reported second-quarter 2026 revenue of $5,445 million, up from $5,087 million a year earlier, but operating earnings fell to $742 million, or $1.36 per share, from $766 million, or $1.43 per share. The company raised its full-year 2026 operating earnings guidance to $6.25 to $6.55 per share from $6.15 to $6.45, which is a positive signal for shareholders even as quarterly profit declined.
Q2 2026 GAAP earnings were $713 million, or $1.31 per share, versus $1,226 million, or $2.29 per share, in Q2 2025
Q2 2026 operating earnings were $742 million, or $1.36 per share, versus $766 million, or $1.43 per share, a year earlier; the company cited the 2025 transmission minority interest sale and timing of tax-related items
2026 operating EPS guidance raised to $6.25 to $6.55 from $6.15 to $6.45; estimated GAAP EPS guidance is $6.16 to $6.46
Company reaffirmed 7% to 9% annual operating earnings growth through 2030, supported by a five-year, $78 billion capital plan
American Electric Power's board elected David S. Marriott and Charles J. Meyers as directors effective July 20, 2026, and the Board determined both are independent. The additions expand board oversight, with each new director joining committees including Audit and Nuclear Oversight, and both will serve until the 2027 annual meeting.
Directors elected effective July 20, 2026; initial terms run until the 2027 annual shareholder meeting.
David S. Marriott joins the Audit and Technology Committees; he has been Chairman of Marriott International's board since 2022.
Charles J. Meyers joins the Nominating, Governance & Compensation and Nuclear Oversight Committees; he has been Executive Chairman of Equinix since June 2024.
As non-employee directors, both will receive the same compensation as other non-employee directors.
American Electric Power entered forward sale agreements tied to 23,543,308 common shares sold by underwriters, including an option exercised in full on May 13, 2026. The forward sale price starts at $124.968 per share, and the company expects settlement on or before May 31, 2028. Shareholders should note the company will only receive proceeds if it elects physical settlement, and share issuance could dilute earnings per share.
Forward sale agreements cover 20,472,442 shares signed May 12, 2026, plus 3,070,866 additional shares after the underwriters' option was exercised in full on May 13, 2026
Initial forward sale price is $124.968 per share, subject to a floating interest rate factor and dividend-related reductions
Company expects settlement on or before May 31, 2028, and may choose cash or net share settlement instead of physical delivery
Forward purchasers can accelerate settlement in certain events, which could require share issuance irrespective of the company's capital needs
American Electric Power reported first-quarter 2026 GAAP earnings of $874 million, or $1.61 per share, up from $800 million, or $1.50 per share, a year earlier. The company reaffirmed its 2026 operating earnings guidance of $6.15 to $6.45 per share and raised its five-year capital plan to $78 billion from $72 billion, which it says supports a greater than 9% operating earnings growth rate through 2030.
Q1 2026 revenue was $6,020 million, up from $5,463 million in Q1 2025.
Q1 2026 operating earnings were $891 million, or $1.64 per share, versus $823 million, or $1.54 per share, a year earlier.
The 2026 operating EPS guidance of $6.15 to $6.45 was reaffirmed; the GAAP EPS equivalent is $6.12 to $6.42.
The five-year capital plan rose to $78 billion from $72 billion, and transmission investment is now expected to be $33 billion.
American Electric Power said director Henry P. Linginfelter notified the board on February 13, 2026 that he will not seek re-election at the company's 2026 Annual Meeting of Shareholders. He stated the decision is not due to any disagreement with the company on its operations, policies, or practices.
Henry P. Linginfelter notified the board on February 13, 2026
He will not stand for re-election at the 2026 Annual Meeting of Shareholders
He stated there is no disagreement with the company on operations, policies, or practices
American Electric Power reported fourth-quarter 2025 GAAP earnings of $582 million, or $1.09 per share, down from $664 million, or $1.25 per share, a year earlier. Full-year 2025 GAAP earnings rose to $3.58 billion, or $6.70 per share, and the company reaffirmed its 2026 operating earnings guidance of $6.15 to $6.45 per share.
Q4 2025 operating earnings were $638 million, or $1.19 per share, versus $660 million, or $1.24 per share, in Q4 2024
Q4 2025 revenue was $5.3 billion, up from $4.7 billion in Q4 2024
Full-year 2025 operating earnings were $3.19 billion, or $5.97 per share, versus $5.62 per share in 2024
Signed agreements for large loads reached 56 GW of incremental load by 2030, up from 28 GW in October
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every American Electric Power filing is on SEC EDGAR ↗. 8-K briefs of other companies →