AEP

American Electric Power

DOUBTFUL — SCREEN DOES NOT PASSstock

Is AEP Halal?

Electric utility — permissible service but high debt structure.

What You Should Know

AEP's March 31, 2026 filing reports debt/assets of 43.40%, liquidity/assets of 0.40% and receivables plus cash/assets of 2.78%. Gross interest income and a school-specific prohibited-revenue numerator are not separately disclosed. Electric utility service remains generally permissible, but the debt screen and generation/marketing mix require review.

⚠️ Concerns

  • Debt screen fails at 43.40% of assets
  • Generation and marketing activities
  • High utility debt and interest expense
  • Gross interest income is not separately disclosed

Current quantitative Sharia screen

Based on 10-Q figures for the period ended 2026-03-31; calculated 2026-07-14.

USD · millions
Interest-bearing debt / assets
43.40%Above limit
Below 33.333% under FTSE Yasaar

51,109 / 117,776

Cash + interest-bearing securities / assets
0.40%Within limit
Below 33.333% under FTSE Yasaar

471 / 117,776

Receivables + cash / assets
2.78%Within limit
Below 50% under FTSE Yasaar

3,276 / 117,776

FTSE Yasaar
v4.6, February 2026
Financial
Fails
Overall
Fails

Debt is 43.40% of total assets, above the examined 33.333% limit; liquidity is 0.40% and receivables plus cash are 2.78%, while gross interest income is unavailable.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Fails
Overall
Fails

Debt is 43.40% of total assets, above the examined 33.33% limit; liquidity and receivables-plus-cash are below their examined limits. This is not an index-membership claim.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Fails
Overall
Fails

Debt is 43.40% of total assets, above the examined 33% limit; identifiable liquidity is below 33%. This is a calculation against SAC ratios, not an official classification of a U.S.-listed security.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Not calculated

A properly licensed and reproducible 24- or 36-month issuer market-cap history is not stored, so market-cap methods are not estimated from a current spot price.

Business-activity disclosure

AEP provides electric generation, transmission and distribution, generally permissible utility services. Generation and marketing, fuel procurement, financing, risk-management and regulated-asset structures require qualitative review, and no reproducible prohibited-activity numerator is disclosed.

Limitation: The filing does not quantify a scholar-specific prohibited-revenue numerator or gross interest income; this record is not an official Sharia classification.

Purification

Gross interest income is not separately disclosed for the consolidated issuer and the business-activity numerator remains incomplete; no fixed purification amount is prescribed.

Inputs, assumptions and primary sources
  • Interest-bearing debt combines 1,555 of short-term debt, 2,704 of long-term debt due within one year and 46,850 of noncurrent long-term debt.
  • Cash and cash equivalents are 306. Other temporary investments include 165 of fixed-income mutual funds; restricted cash, equity funds and spent nuclear-fuel/decommissioning trusts are excluded from unrestricted securities.
  • The reported total accounts receivable balance is 2,970 and includes customer receivables, accrued unbilled revenues, pledged receivables and miscellaneous receivables net of allowance; quarterly total revenue is 6,020.
  • Gross interest income is not separately disclosed in the consolidated statement; a small affiliated interest-income line at a subsidiary is not treated as a consolidated gross-income numerator.
  • No school-specific prohibited-revenue numerator is disclosed; generation, marketing, transmission and regulated utility activity remain qualitative questions.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

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