Ameren Corporation

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +65

Ameren Corp (AEE) Q3 2026 Earnings Call Highlights: Raised Guidance ...

Capacity expansion Customer growth Guidance raised AI-generated analysis

Ameren Corp (AEE) reported Q3 2026 GAAP earnings of $2.42 per share, exceeding the prior year's adjusted EPS of $2.17. The company significantly raised its 2026 EPS guidance to a range of $5.35-$5.55 and initiated forward-looking guidance for 2027 at $5.70-$5.90 per share, implying an...

Bullish Signals

  • Ameren raised 2026 EPS guidance to $5.35-$5.55 and initiated 2027 guidance of $5.70-$5.90.
  • Five-year capital plan increased to $38.1B, driving 13.3% rate base growth through 2031.
  • Signed 2.8 GW agreements with Google and Amazon, supporting significant Missouri sales growth.
  • Expects 8-10% annual EPS growth from 2027 to 2031 as large load sales ramp.
  • Robust 5.6 GW pipeline provides significant upside potential for future revenue.

Bearish Signals

  • Equity dilution from $5B issuances (2027-2031) may widen rate base vs EPS growth gap.
2
Bullish +75

Ameren (NYSE:AEE) Stock Rating Upgraded by Wall Street Zen

AI-generated analysis

Ameren Corporation (NYSE: AEE) received a rating upgrade from 'sell' to 'hold' by Wall Street Zen, joining a broader trend of positive analyst sentiment. Several major financial institutions recently increased their price targets and ratings for the utility stock. Barclays raised its target to $117.00...

Bullish Signals

  • Wall Street Zen upgraded stock from sell to hold.
  • JPMorgan raised price target to $137.00 and overweighted.
  • Truist Financial upgraded to buy with $124.00 target.
  • Earnings beat with EPS of $1.28 vs $1.17 estimate.
  • Revenue grew 3.8% YoY to reach $2.18 billion.
  • Net margin hit 17.17% and ROE reached 10.94%.
  • Institutional ownership stands high at 79.09%.
  • Hedge funds increased stakes, including Woodline (+42.2%).
  • Consensus rating is Moderate Buy with $121.50 target.

Bearish Signals

  • SVP sold 1,500 shares worth $164,000.
  • Revenue of $2.18B missed $2.24B estimate.
3
Bullish +75

Alberta Investment Management Corp Invests $18.97 Million in Ameren ...

AI-generated analysis

Alberta Investment Management Corp acquired a new position in Ameren Corporation (NYSE: AEE) totaling approximately $18.97 million, consisting of 190,000 shares purchased in the fourth quarter. This move joins other significant institutional activity, as Vanguard Group increased its stake by 1.4% to own roughly $3.56...

Bullish Signals

  • Beat earnings with $1.28 EPS vs $1.17 consensus.
  • Revenue rose 3.8% YoY to $2.18 billion.
  • Institutional investors like Vanguard accumulate shares.
  • Offers 2.8% dividend yield with 53.96% payout ratio.
  • FY 2026 EPS guidance of $5.25-$5.45 meets consensus.

Bearish Signals

  • SVP sold 325 shares; negligible 0.99% holdings drop.
  • Current ratio 0.62 and quick ratio 0.44 indicate low liquidity.
4
Bullish +75

Ameren Corporation: Ameren Announces First Quarter 2026 Results

AI-generated analysis

Ameren Corporation (NYSE: AEE) announced its first quarter 2026 financial results on May 5, 2026, reporting a net income attributable to common shareholders of $357 million, or $1.28 per diluted share, which represents an increase from $289 million, or $1.07 per diluted share, in the...

Bullish Signals

  • Q1 2026 diluted EPS rose to $1.28 from $1.07.
  • Full-year 2026 guidance stands at $5.25-$5.45 per share.
  • Net income reached $357 million, up from $289 million last year.
  • Ameren Missouri Q1 earnings doubled to $76 million from $42 million.

Bearish Signals

  • Warmer Q1 2026 weather reduced retail sales and earnings.
  • Higher interest expenses in Q1 2026 lowered net income.
  • Extreme winter temperatures could cause results to miss $5.25-$5.45 EPS guidance.
  • Ameren Parent operates at a loss, improving from $13M to $5M.
  • Guidance faces risks from regulation, storms, and insurance investment returns.
5
Bullish +72

Alberta Investment Management Corp Invests $18.97 Million in Ameren ...

AI-generated analysis

Alberta Investment Management Corp acquired a new position in Ameren Corporation (NYSE: AEE) totaling approximately $18.97 million, consisting of 190,000 shares purchased in the fourth quarter. This move joins other significant institutional activity, as Vanguard Group increased its stake by 1.4% to own roughly $3.56...

Bullish Signals

  • Beat earnings with $1.28 EPS vs $1.17 consensus.
  • Revenue rose 3.8% YoY to $2.18 billion.
  • Institutional investors like Vanguard accumulate shares.
  • Offers 2.8% dividend yield with 53.96% payout ratio.
  • FY 2026 EPS guidance of $5.25-$5.45 meets consensus.

Bearish Signals

  • SVP sold 325 shares for $35,451 under Rule 10b5-1 plan.
  • Current ratio of 0.62 and quick ratio of 0.44 indicate low liquidity.
6
Bullish +65

Ameren Stock: Is Wall Street Bullish or Bearish?

Analyst upgrade Earnings report Guidance raised AI-generated analysis

Ameren Corporation (AEE), a utility holding company with a market cap of $31.4 billion, reported solid Q3 performance on Nov. 5. The company's energy portfolio is shifting toward sustainability, integrating nuclear power with significant investments in solar, wind, and battery storage technologies. Financial results for...

Bullish Signals

  • Revenue grew 6.8% YoY to $2.88B.
  • Adjusted EPS rose 11.5% to $2.42.
  • Raised full-year guidance to $5.35–$5.55.
  • Long-term EPS growth target set at 8%–10%.
7
Bullish +65

What Is Driving Ameren (NYSE:AEE) Massive Grid Expansion? - Kalkine Media

Earnings report Grid expansion Guidance raised AI-generated analysis

Ameren (NYSE:AEE) delivered a significant earnings update, raising its full-year guidance and introducing a forward-looking range for the next year. The St. Louis-based utility reported higher quarterly profits compared to the prior year, driven primarily by strong returns on infrastructure capital spending and secondary contributions...

Bullish Signals

  • Ameren raised full-year earnings guidance with forward-looking range.

Bearish Signals

  • Profit boost from warm weather may not recur.
  • Data center permit delays could weaken upside.
8
Bullish +65

Earnings Beat Might Change The Case For Investing In Ameren Stock (AEE)

Earnings report Guidance raised Infrastructure investment AI-generated analysis

Ameren Corporation (AEE) reported a third-quarter 2026 net income of $676 million, or $2.42 per diluted share, with revenue reaching $2.88 billion. The company significantly raised its full-year 2026 earnings guidance to a range of $5.35 to $5.55 per share and issued forward-looking guidance for...

Bullish Signals

  • Q3 net income hit $676M with revenue at $2.88B.

Bearish Signals

  • Data center delays pose execution risk.
  • Regulatory pressure may reduce allowed returns.
  • $71B pipeline needs upfront capital.
9
Somewhat Bullish +50

Ameren Posts Strong Q1 2026 Results, Reaffirms Guidance

AI-generated analysis

Ameren Corporation (AEE) reported first-quarter 2026 net income of $357 million, or $1.28 per diluted share, representing a significant increase from the $289 million ($1.07 per share) recorded in the same period last year. This financial improvement was primarily driven by earnings generated from increased...

Bullish Signals

  • Q1 2026 net income rose $68M YoY to $357M.
  • Diluted EPS increased to $1.28 from $1.07 prior year.
  • Management reaffirmed full-year 2026 guidance of $5.25-$5.45 per share.
  • Ameren Missouri and Illinois Natural Gas segments drove gains.
  • Parent company narrowed loss, improving consolidated financial position.

Bearish Signals

  • Retail sales declined due to warmer winter weather.
  • Higher interest expenses negatively impacted overall earnings.
  • Persistently negative free cash flow despite strong profitability.
  • Elevated and rising leverage levels pose financial risk.
  • High P/E ratio constrains valuation compared to peers.
10
Bullish +52

Seeking Clues to Ameren (AEE) Q3 Earnings? A Peek Into Wall Street Projections for Key Metrics

Earnings report AI-generated analysis

Ameren Corporation (AEE) is preparing to release its Q3 earnings report, with analysts projecting a quarterly EPS of $2.29, representing a 5.5% increase year-over-year. Revenue estimates stand at $2.88 billion, reflecting a 6.8% annual growth rate. Over the last month, the consensus EPS estimate has...

Bullish Signals

  • Analysts project Q3 EPS of $2.29, a 5.5% increase.
  • Revenue forecasted at $2.88 billion, up 6.8%.
  • Ameren Missouri electric revenues surge 8.9% to $1.84B.
  • Operating income jumps to $725.25 million from $591M.
  • Stock gained 8.6% last month, beating S&P 500.

Bearish Signals

  • Analyst EPS estimates revised down 1% recently.
  • Stock holds Zacks Rank #3, expecting market mirroring.
11
Bullish +55

Diamond Hill Adds Ameren Corp. (NYSE: AEE) To Large Cap Portfolio, Citing Regulated Utility Strength

Activist investor AI-generated analysis

Diamond Hill Capital, a subsidiary of First Eagle Investment Management, disclosed the addition of Ameren Corporation (NYSE: AEE) to its Q3 2026 Large Cap Strategy portfolio. The firm cited Ameren's combination of steady growth, a strong balance sheet, and a supportive regulatory environment as key...

Bullish Signals

  • Diamond Hill added Ameren for strong balance sheet.
  • Analysts see attractive rate base growth outlook.
  • Stock gained 6.23% year-to-date with positive sentiment.
  • Hedge fund ownership rose to 46 portfolios.
  • Supportive regulatory environment drives investment thesis.
12
Somewhat Bullish +45

Ameren stock tracks a 20-year energy roadmap in Missouri

Analyst downgrade Capacity expansion Regulatory approval AI-generated analysis

Ameren Corp. (AEE) reported mixed Q2 2026 financial results, with earnings per share beating consensus estimates by $0.05 at $1.13, while revenue declined 5.8% to $2.09 billion. The company's stock traded at $99.94 on the NYSE, reflecting a market capitalization of $27.7 billion as of...

Bullish Signals

  • EPS beat at $1.13 vs $1.08 consensus.
  • Secured 2.8 GW large-load demand by 2030.
  • Analysts rate Buy with $120 price target.
  • Investing in 1,300 MW solar and 2,400 MW storage.

Bearish Signals

  • Revenue declined 5.8% to $2.09B in Q2 2026.
  • Stock trades at discount amid high capital needs.
13
Somewhat Bullish +35

Insider Selling: Ameren (NYSE:AEE) Director Sells $26,171.44 in Stock

AI-generated analysis

Ameren Corporation (NYSE:AEE) director Rafael Flores sold 248 shares of the company's stock on September 11th for a total value of $26,171.44 at an average price of $105.53. Following this transaction, the director retained direct ownership of 13,888 shares, representing a 1.75% decrease in their...

Bullish Signals

  • Q2 EPS beat consensus at $1.13 despite lower revenue.

Bearish Signals

  • Director sold shares worth $26,171.44.
  • Revenue declined 5.8% year-over-year.
  • Wall Street Zen downgraded to sell.
  • Morgan Stanley cut price target to $114.
14
Bullish +55

California Public Employees Retirement System Sells 84,480 Shares of ...

AI-generated analysis

California Public Employees Retirement System (CalPERS) reduced its stake in Ameren Corporation (NYSE: AEE) by 12.4% in the first quarter, selling 84,480 shares. Despite this reduction, CalPERS still holds a significant position of 597,231 shares valued at $65.6 million. Conversely, several other institutional investors increased...

Bullish Signals

  • Beat earnings with $1.28 EPS vs $1.17 consensus.
  • Net margin hit 17.17% and ROE reached 10.94%.
  • Revenue grew 3.8% YoY to $2.18 billion.
  • Investors like Woodline Partners LP added 42.2% stake.
  • Offers 2.7% dividend yield with 53.96% payout ratio.

Bearish Signals

  • CalPERS cut position by 12.4% in Q1.
  • Revenue of $2.18B missed $2.24B consensus.
  • Liquidity tight with quick ratio at 0.44.
15
Somewhat Bullish +50

Ameren Corporation $AEE Shares Sold by Bank of New York Mellon Corp

AI-generated analysis

Bank of New York Mellon Corp reduced its stake in Ameren Corporation (NYSE: AEE) by 1.3% during the first quarter, selling 20,438 shares to hold a remaining position of 1,525,751 shares valued at approximately $167.7 million. While major institutions like BNY Mellon decreased holdings, several...

Bullish Signals

  • Beat EPS estimates at $1.28 vs $1.17 consensus.
  • Revenue grew 3.8% YoY to $2.18 billion.
  • JPMorgan raised target to $137 with overweight rating.
  • Maintained full-year 2026 EPS guidance of $5.25-$5.45.
  • Paid $0.75 quarterly dividend for 2.7% annualized yield.

Bearish Signals

  • Wall Street Zen downgraded Ameren from hold to sell.
  • Revenue of $2.18 billion missed estimates of $2.24 billion.
  • Bank of New York Mellon reduced stake by 1.3%.
16
Bullish +60

JPMorgan Chase & Co. Forecasts Strong Price Appreciation for Ameren ...

AI-generated analysis

JPMorgan Chase & Co. raised its price target for Ameren Corporation (NYSE: AEE) from $126.00 to $137.00, citing strong prospects for price appreciation. The firm maintains an 'overweight' rating on the utility stock, implying a potential upside of 22.76% from current levels. This move aligns...

Bullish Signals

  • JPMorgan raised target to $137, showing 22.76% upside.
  • Analysts upgraded Ameren with higher price targets recently.
  • Ameren beat EPS estimates at $1.28 vs $1.17 consensus.
  • Company reported 10.94% ROE and 17.17% net margin.
  • Revenue grew 3.8% year-over-year despite missing estimates.
  • Institutional investors like Vanguard increased holdings in Q4.
  • Tudor Investment boosted position by 23.7% in Q3.

Bearish Signals

  • Revenue of $2.18B missed $2.24B expectations.
  • SVP Theresa A. Shaw sold 325 shares.
17
Bullish +55

Ameren (NYSE:AEE) Price Target Raised to $124.00 at Truist Financial

AI-generated analysis

Ameren Corporation (NYSE: AEE) received a price target increase to $124.00 from Truist Financial, which maintains a buy rating on the utility provider's stock. This development follows a mixed landscape of analyst actions, including a recent downgrade by Wall Street Zen and prior upgrades or...

Bullish Signals

  • Analysts raised price target to $124.00 with buy rating.
  • Q1 EPS beat estimates at $1.28 versus $1.17 consensus.
  • Revenue grew 3.8% YoY to reach $2.18 billion.
  • Net margin of 17.17% and ROE of 10.94%.
  • Offers 2.7% dividend yield with 53.96% payout ratio.

Bearish Signals

  • Wall Street Zen downgraded Ameren to sell on May 25.
  • SVP Theresa A. Shaw sold 1,500 shares for $164,025.
18
Slightly Bullish +25

QRG Capital Management Inc. Has $6.82 Million Stock Holdings in Ameren ...

AI-generated analysis

Institutional investors have increased their holdings in Ameren Corporation (NYSE: AEE) during the first quarter of 2026, according to recent SEC 13F filings. QRG Capital Management Inc. raised its stake by 10.6% to own 62,007 shares valued at $6.82 million, while NewEdge Advisors LLC boosted...

Bullish Signals

  • Multiple institutions increased stakes in Q1.
  • JPMorgan upgraded to overweight, target $126.
  • Strong institutional ownership at 79.09%.
  • Consistent 2.6% dividend yield.

Bearish Signals

  • Truist cut price target to $121.00.
  • Wall Street Zen downgraded Ameren to 'sell'.
  • SVP Shaw sold 1,500 shares (-4.36%).
19
Bullish +55

Ameren Reports Q2 2025 Financial Results

AI-generated analysis

Ameren Corporation (AEE) reported second-quarter 2025 financial results with net income reaching $275 million, or $1.01 per diluted share, an increase from $258 million and $0.97 per share in the same quarter of 2024. The company attributed this earnings growth to infrastructure investments, new electric...

Bullish Signals

  • Net income rose $17M year-over-year.
  • Earnings per share grew to $1.01.
  • Maintained earnings despite near-normal temperatures.
  • Reaffirmed 2025 earnings guidance.
  • Investing in grid hardening and expansion.

Bearish Signals

  • Higher interest expenses reduced net income.
  • Cooler weather lowered retail sales and revenue.
  • Cash flow challenges require investor attention.
  • Tariffs may hurt future margins or costs.
20
Bullish +62

Corient Private Wealth LLC Raises Holdings in Ameren Corporation $AEE

AI-generated analysis

Corient Private Wealth LLC increased its position in Ameren Corporation (NYSE: AEE) by 16.7% during the fourth quarter, purchasing an additional 6,900 shares to hold a total of 48,157 shares valued at $4.81 million. This move joins significant activity from other institutional investors, including Lazard...

Bullish Signals

  • Major investors increased stakes in Q4.
  • Nine analysts rate it Moderate Buy at $119.42.
  • Offers 2.6% dividend yield with 53.96% payout ratio.
  • Major banks issue Buy/Overweight ratings targeting $115-$120.

Bearish Signals

  • Wall Street Zen downgraded stock from Hold to Sell.
  • SVP Theresa A. Shaw sold $35,451 via pre-arranged plan.