Subtext

American Electric Power Company, Inc. AEP

SectorUtilities
Transcripts74
Date range2006-02-09 – 2025-05-06
Calls charted74

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-17-9+0+9+172005 Q42009 Q12011 Q32014 Q22016 Q42019 Q22021 Q42024 Q22005 Q4 · Overall: +6.32006 Q1 · Overall: +3.72006 Q2 · Overall: +4.22006 Q3 · Overall: +1.02006 Q4 · Overall: +6.92007 Q3 · Overall: +2.82007 Q4 · Overall: +3.62008 Q1 · Overall: -2.92008 Q2 · Overall: +4.52008 Q4 · Overall: +4.82009 Q1 · Overall: +1.62009 Q2 · Overall: +2.22009 Q3 · Overall: +3.82009 Q4 · Overall: +2.82010 Q1 · Overall: +3.32010 Q2 · Overall: +3.02010 Q3 · Overall: +5.22010 Q4 · Overall: +3.52011 Q1 · Overall: -2.12011 Q2 · Overall: +2.82011 Q3 · Overall: +6.62012 Q1 · Overall: +4.02012 Q2 · Overall: +0.92012 Q3 · Overall: +4.02012 Q4 · Overall: +6.32013 Q1 · Overall: +2.42013 Q2 · Overall: +2.32013 Q3 · Overall: +1.02013 Q4 · Overall: +7.02014 Q1 · Overall: +7.72014 Q2 · Overall: +6.02014 Q3 · Overall: +2.32014 Q4 · Overall: +13.22015 Q1 · Overall: +5.42015 Q2 · Overall: +5.72015 Q3 · Overall: +3.62015 Q4 · Overall: +6.92016 Q1 · Overall: +3.22016 Q2 · Overall: +0.02016 Q3 · Overall: +4.42016 Q4 · Overall: +2.92017 Q1 · Overall: +8.12017 Q2 · Overall: +6.22017 Q3 · Overall: +6.82017 Q4 · Overall: +5.52018 Q1 · Overall: +10.32018 Q2 · Overall: +5.92018 Q3 · Overall: +8.52018 Q4 · Overall: +6.52019 Q1 · Overall: +4.02019 Q2 · Overall: +7.52019 Q3 · Overall: +9.72019 Q4 · Overall: +9.82020 Q1 · Overall: -4.02020 Q2 · Overall: +10.62020 Q3 · Overall: +4.72020 Q4 · Overall: +9.42021 Q1 · Overall: +6.02021 Q2 · Overall: +8.02021 Q3 · Overall: +5.82021 Q4 · Overall: +11.12022 Q1 · Overall: +5.32022 Q2 · Overall: +9.82022 Q3 · Overall: +5.72022 Q4 · Overall: +6.42023 Q1 · Overall: +6.32023 Q2 · Overall: +6.82023 Q3 · Overall: +6.32023 Q4 · Overall: +12.52024 Q1 · Overall: +0.02024 Q2 · Overall: +9.52024 Q3 · Overall: +14.52024 Q4 · Overall: +14.82025 Q1 · Overall: +14.3
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-29-15+0+15+292005 Q42009 Q12011 Q32014 Q22016 Q42019 Q22021 Q42024 Q22005 Q4 · CEO: +5.02006 Q1 · CEO: +7.72006 Q2 · CEO: +6.02006 Q3 · CEO: +6.52006 Q4 · CEO: +9.42008 Q2 · CEO: +9.72008 Q4 · CEO: +7.72009 Q1 · CEO: +2.12009 Q2 · CEO: +6.02009 Q3 · CEO: +8.12009 Q4 · CEO: +4.12010 Q1 · CEO: +5.32010 Q2 · CEO: +5.12010 Q3 · CEO: +6.12010 Q4 · CEO: +6.52011 Q1 · CEO: -2.62011 Q2 · CEO: +6.62011 Q3 · CEO: +6.82012 Q1 · CEO: +11.12012 Q2 · CEO: +4.12012 Q3 · CEO: +10.92012 Q4 · CEO: +11.92013 Q1 · CEO: +10.62013 Q2 · CEO: +5.62013 Q3 · CEO: +6.82013 Q4 · CEO: +14.82014 Q1 · CEO: +0.02014 Q2 · CEO: +6.92014 Q3 · CEO: +2.22014 Q4 · CEO: +13.02015 Q1 · CEO: +5.82015 Q2 · CEO: +8.32015 Q3 · CEO: +6.32015 Q4 · CEO: +10.62016 Q2 · CEO: +4.12016 Q4 · CEO: +4.62017 Q1 · CEO: +9.62017 Q2 · CEO: +7.02017 Q3 · CEO: +5.42017 Q4 · CEO: +8.32018 Q1 · CEO: +13.42018 Q2 · CEO: +8.72018 Q3 · CEO: +6.82018 Q4 · CEO: +11.72019 Q2 · CEO: +10.72019 Q3 · CEO: +9.22019 Q4 · CEO: +11.52020 Q1 · CEO: -2.62020 Q2 · CEO: +15.82020 Q3 · CEO: +7.42021 Q3 · CEO: +9.92021 Q4 · CEO: +17.22022 Q2 · CEO: +12.22022 Q3 · CEO: +11.32022 Q4 · CEO: +10.72023 Q1 · CEO: +10.42023 Q2 · CEO: +10.12023 Q3 · CEO: +7.62023 Q4 · CEO: +22.02024 Q2 · CEO: +12.42024 Q3 · CEO: +23.42024 Q4 · CEO: +20.02025 Q1 · CEO: +25.32005 Q4 · CFO: +11.02006 Q2 · CFO: +1.52006 Q4 · CFO: +2.42007 Q3 · CFO: +16.92007 Q4 · CFO: +9.12008 Q1 · CFO: +14.12008 Q2 · CFO: +6.32008 Q4 · CFO: +8.42009 Q1 · CFO: -4.52009 Q2 · CFO: +0.62009 Q3 · CFO: +4.92009 Q4 · CFO: +2.52010 Q1 · CFO: +1.92010 Q2 · CFO: +3.32010 Q3 · CFO: +2.72010 Q4 · CFO: +4.42011 Q1 · CFO: +4.12011 Q2 · CFO: +5.42011 Q3 · CFO: +15.62012 Q1 · CFO: -1.32012 Q2 · CFO: +1.12012 Q3 · CFO: -2.12012 Q4 · CFO: +1.52013 Q1 · CFO: -2.62013 Q2 · CFO: +0.92013 Q3 · CFO: +3.12013 Q4 · CFO: +2.42014 Q1 · CFO: +12.02014 Q3 · CFO: +9.12014 Q4 · CFO: +18.22015 Q1 · CFO: +6.62015 Q2 · CFO: +5.02015 Q3 · CFO: +2.12015 Q4 · CFO: +9.72016 Q2 · CFO: -1.12016 Q4 · CFO: +4.52017 Q1 · CFO: +9.92017 Q2 · CFO: +10.82017 Q3 · CFO: +11.92017 Q4 · CFO: +7.22018 Q1 · CFO: +12.62018 Q2 · CFO: +7.22018 Q3 · CFO: +13.02018 Q4 · CFO: +4.02019 Q1 · CFO: +8.72019 Q2 · CFO: +7.32019 Q3 · CFO: +13.52019 Q4 · CFO: +9.32020 Q1 · CFO: -3.62020 Q2 · CFO: +6.62020 Q3 · CFO: +4.32021 Q3 · CFO: +2.12021 Q4 · CFO: +10.72022 Q2 · CFO: +8.52022 Q3 · CFO: +3.62022 Q4 · CFO: +3.02023 Q1 · CFO: +5.32023 Q2 · CFO: +5.32023 Q3 · CFO: +10.42023 Q4 · CFO: +13.22024 Q2 · CFO: +7.82024 Q3 · CFO: +6.92024 Q4 · CFO: +16.12025 Q1 · CFO: +9.0
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-31-15+0+15+312005 Q42009 Q12011 Q32014 Q22016 Q42019 Q22021 Q42024 Q22005 Q4 · Prepared remarks: +5.42006 Q1 · Prepared remarks: +4.62006 Q2 · Prepared remarks: +5.12006 Q3 · Prepared remarks: -3.42006 Q4 · Prepared remarks: +8.52007 Q3 · Prepared remarks: +9.82007 Q4 · Prepared remarks: +6.12008 Q1 · Prepared remarks: +1.82008 Q2 · Prepared remarks: +11.62008 Q4 · Prepared remarks: +6.92009 Q1 · Prepared remarks: +1.62009 Q2 · Prepared remarks: +1.62009 Q3 · Prepared remarks: +7.42009 Q4 · Prepared remarks: +3.02010 Q1 · Prepared remarks: +3.62010 Q2 · Prepared remarks: +2.62010 Q3 · Prepared remarks: +5.82010 Q4 · Prepared remarks: +8.32011 Q1 · Prepared remarks: +0.42011 Q2 · Prepared remarks: +6.02011 Q3 · Prepared remarks: +12.12012 Q1 · Prepared remarks: +8.02012 Q2 · Prepared remarks: +2.12012 Q3 · Prepared remarks: +5.22012 Q4 · Prepared remarks: +7.12013 Q1 · Prepared remarks: +1.22013 Q2 · Prepared remarks: +2.72013 Q3 · Prepared remarks: +6.62013 Q4 · Prepared remarks: +10.62014 Q1 · Prepared remarks: +20.32014 Q2 · Prepared remarks: +14.82014 Q3 · Prepared remarks: +7.92014 Q4 · Prepared remarks: +15.42015 Q1 · Prepared remarks: +7.02015 Q2 · Prepared remarks: +11.92015 Q3 · Prepared remarks: +6.92015 Q4 · Prepared remarks: +9.42016 Q1 · Prepared remarks: +1.52016 Q2 · Prepared remarks: +3.02016 Q3 · Prepared remarks: +4.32016 Q4 · Prepared remarks: +8.22017 Q1 · Prepared remarks: +10.32017 Q2 · Prepared remarks: +9.72017 Q3 · Prepared remarks: +7.42017 Q4 · Prepared remarks: +10.62018 Q1 · Prepared remarks: +16.22018 Q2 · Prepared remarks: +7.92018 Q3 · Prepared remarks: +12.72018 Q4 · Prepared remarks: +8.72019 Q1 · Prepared remarks: +7.72019 Q2 · Prepared remarks: +9.02019 Q3 · Prepared remarks: +10.52019 Q4 · Prepared remarks: +11.72020 Q1 · Prepared remarks: -4.82020 Q2 · Prepared remarks: +8.42020 Q3 · Prepared remarks: +5.82020 Q4 · Prepared remarks: +9.72021 Q1 · Prepared remarks: +4.22021 Q2 · Prepared remarks: +6.82021 Q3 · Prepared remarks: +6.32021 Q4 · Prepared remarks: +17.12022 Q1 · Prepared remarks: +8.32022 Q2 · Prepared remarks: +9.52022 Q3 · Prepared remarks: +8.02022 Q4 · Prepared remarks: +6.72023 Q1 · Prepared remarks: +7.02023 Q2 · Prepared remarks: +7.12023 Q3 · Prepared remarks: +13.32023 Q4 · Prepared remarks: +10.72024 Q1 · Prepared remarks: +26.72024 Q2 · Prepared remarks: +18.62024 Q3 · Prepared remarks: +19.22024 Q4 · Prepared remarks: +14.82025 Q1 · Prepared remarks: +18.72005 Q4 · Q&A responses: +8.72006 Q1 · Q&A responses: +4.22006 Q2 · Q&A responses: +5.72006 Q3 · Q&A responses: +9.42006 Q4 · Q&A responses: +9.12007 Q3 · Q&A responses: +1.72007 Q4 · Q&A responses: +4.82008 Q1 · Q&A responses: -3.02008 Q2 · Q&A responses: +6.92008 Q4 · Q&A responses: +7.92009 Q2 · Q&A responses: +5.82009 Q3 · Q&A responses: +6.42009 Q4 · Q&A responses: +2.32010 Q2 · Q&A responses: +3.82010 Q4 · Q&A responses: +1.52011 Q1 · Q&A responses: -4.22011 Q2 · Q&A responses: +3.02011 Q3 · Q&A responses: +3.72012 Q1 · Q&A responses: +2.22012 Q2 · Q&A responses: +2.62012 Q3 · Q&A responses: +7.42013 Q1 · Q&A responses: +6.42013 Q2 · Q&A responses: +0.02013 Q3 · Q&A responses: +1.02013 Q4 · Q&A responses: +6.42014 Q1 · Q&A responses: +1.02014 Q2 · Q&A responses: -2.32014 Q3 · Q&A responses: -3.02014 Q4 · Q&A responses: +12.22015 Q1 · Q&A responses: +5.32015 Q2 · Q&A responses: +2.32015 Q3 · Q&A responses: +2.92015 Q4 · Q&A responses: +10.52016 Q1 · Q&A responses: +4.62016 Q2 · Q&A responses: +0.62016 Q4 · Q&A responses: -0.82017 Q1 · Q&A responses: +6.82017 Q2 · Q&A responses: +2.92017 Q4 · Q&A responses: +2.42018 Q1 · Q&A responses: +7.62018 Q2 · Q&A responses: +5.92018 Q3 · Q&A responses: +3.12018 Q4 · Q&A responses: +8.42019 Q1 · Q&A responses: +3.52019 Q2 · Q&A responses: +8.82019 Q3 · Q&A responses: +9.12019 Q4 · Q&A responses: +7.72020 Q1 · Q&A responses: +0.02020 Q2 · Q&A responses: +23.72020 Q3 · Q&A responses: +5.12020 Q4 · Q&A responses: +12.62021 Q1 · Q&A responses: +8.22021 Q2 · Q&A responses: +10.72021 Q4 · Q&A responses: +9.62022 Q1 · Q&A responses: +4.32022 Q2 · Q&A responses: +12.62022 Q3 · Q&A responses: +4.62023 Q1 · Q&A responses: +9.02023 Q3 · Q&A responses: +2.02023 Q4 · Q&A responses: +18.62024 Q1 · Q&A responses: +0.02024 Q2 · Q&A responses: +8.42024 Q3 · Q&A responses: +13.52025 Q1 · Q&A responses: +16.1
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$3.17$4.63$6.092005 Q42009 Q12011 Q32014 Q22016 Q42019 Q22021 Q42024 Q22014 Q1: $3.372014 Q2: $3.502014 Q3: $3.522014 Q4: $3.542015 Q1: $3.562015 Q2: $3.622015 Q3: $3.702015 Q4: $3.712016 Q1: $3.752016 Q2: $3.752016 Q3: $3.792016 Q4: $3.682017 Q1: $3.712017 Q2: $3.772017 Q3: $3.812017 Q4: $3.892018 Q1: $3.952018 Q2: $4.002018 Q3: $4.082018 Q4: $4.132019 Q1: $4.202019 Q2: $4.262019 Q3: $4.332019 Q4: $4.392020 Q1: $4.452020 Q2: $4.452020 Q3: $4.572020 Q4: $4.652021 Q1: $4.752021 Q2: $4.822021 Q3: $4.902021 Q4: $4.972022 Q1: $5.052022 Q2: $5.142022 Q3: $5.212022 Q4: $5.302023 Q1: $5.382023 Q2: $5.452023 Q3: $5.522023 Q4: $5.602024 Q1: $5.682024 Q2: $5.792024 Q3: $5.89

Forward P/E

13.8117.9322.042005 Q42009 Q12011 Q32014 Q22016 Q42019 Q22021 Q42024 Q22014 Q1: 14.512014 Q2: 15.442014 Q3: 15.132014 Q4: 16.622015 Q1: 16.192015 Q2: 14.932015 Q3: 14.762015 Q4: 15.372016 Q1: 17.362016 Q2: 17.642016 Q3: 16.872016 Q4: 16.772017 Q1: 17.992017 Q2: 19.062017 Q3: 19.032017 Q4: 19.672018 Q1: 16.872018 Q2: 15.872018 Q3: 17.412018 Q4: 18.612019 Q1: 19.822019 Q2: 21.302019 Q3: 21.472019 Q4: 21.362020 Q1: 19.832020 Q2: 18.482020 Q3: 17.612020 Q4: 17.812021 Q1: 17.292021 Q2: 17.512021 Q3: 17.832021 Q4: 17.552022 Q1: 18.822022 Q2: 17.642022 Q3: 19.842022 Q4: 18.582023 Q1: 17.222023 Q2: 15.362023 Q3: 14.382023 Q4: 14.922024 Q1: 14.612024 Q2: 15.112024 Q3: 17.52

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q3 tone ↓ -2.1 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↓ -3.7 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -4.3 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -2.5 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -13.9 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q3 tone ↓ -5.9 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -3.4 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -2.2 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -5.8 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -4.1 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -12.5 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-06+14.3——View →
2024 Q42025-02-13+14.8——View →
2024 Q32024-11-06+14.5$5.8917.5View →
2024 Q22024-07-30+9.5$5.7915.1View →
2024 Q12024-04-30+0.0$5.6814.6View →
2023 Q42024-02-27+12.5$5.6014.9View →
2023 Q32023-11-02+6.3$5.5214.4View →
2023 Q22023-07-27+6.8$5.4515.4View →