Ameren Corporation

🇺🇸New York Stock Exchange
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Ameren Corporation stock analysis AEE overview
Bullish +75

Ameren (AEE) Receives a Buy from Wells Fargo

📈 Wells Fargo analyst Shahriar Pourreza reiterated a Buy rating on Ameren (AEE) with a new price target of $120.00.

💰 The stock closed at $109.07, implying approximately 9% upside from the current price based on the latest analyst consensus.

📊 Analysts maintain a Moderate Buy consensus with an average price target of $119.25, reflecting roughly 9.33% potential gains.

🤝 Competitor BMO Capital also maintained a Buy rating earlier in May with a slightly higher price target of $121.00.

💵 Ameren reported Q1 2026 revenue of $2.18 billion and net profit of $357 million, up from $2.1 billion revenue and $289 million profit in the prior year.

👥 Corporate insider sentiment is currently negative due to increased selling activity among 65 insiders over the past quarter.

🏦 Specific recent insider activity includes Ryan J Martin, SVP Finance, selling 1,300 shares in March 2026 for a total of $147,303.

📉 Goldman Sachs analyst Carly Davenport recently maintained a Hold rating with an unchanged price target of $113.

🛑 Morgan Stanley lowered its price target from $119 to $117, citing solid but already priced-in growth and regulatory uncertainty.

⚡ Pourreza covers the Utilities sector and has a historical track record showing a 65% success rate on recommended stocks.

Bullish Signals
  • Wells Fargo analyst Shahriar Pourreza reiterated a Buy rating on Ameren (AEE) with a price target of $120.00, representing upside from the share price.
  • Ameren reported strong Q1 2026 earnings with quarterly revenue of $2.18 billion and net profit of $357 million, beating last year's figures of $2.1 billion revenue and $289 million profit.
  • The company has an analyst consensus of Moderate Buy with a price target consensus of $119.25, indicating approximately 9.33% upside from current levels.
  • BMO Capital also maintained a Buy rating on the stock in a report released on May 7 with a $121.00 price target.
Risk Factors
  • Corporate insider sentiment is negative on the stock due to an increase in insiders selling their shares of AEE over the past quarter.
  • Most recently, Ryan J Martin, the SVP Finance of AEE sold 1,300.00 shares for a total of $147,303.00 in March 2026.
  • Morgan Stanley lowered its price target on Ameren from $119 to $117.
  • Goldman's Carly Davenport maintains a Hold rating, citing growth that is already 'priced-in' and regulatory uncertainty.
Full Analysis
Wells Fargo analysts Shahriar Pourreza reiterated a Buy rating for Ameren (AEE) with a price target of $120.00, while the stock closed at $109.07. This action maintains Ameren's analyst consensus as Moderate Buy, supported by a recent report from BMO Capital that also kept a Buy rating with a $121.00 target. The company demonstrated solid financial performance in the first quarter ending March 31, reporting revenue of $2.18 billion and net profit of $357 million, representing an increase from last year's figures of $2.1 billion revenue and $289 million profit, though this growth is noted by Goldman Sachs as being somewhat priced-in amid regulatory uncertainty. The current consensus price target across analysts stands at approximately $119.25, implying roughly 9.33% upside from current levels. However, corporate insider sentiment remains negative over the past quarter due to increased selling activity, highlighted by SVP Finance Ryan J Martin's sale of 1,300 shares in March for a total value of $147,303. While Ameren reaffirms its growth guidance, the mix of analyst confidence, recent earnings beats, and significant insider selling creates a mixed outlook where price targets suggest potential upside despite concerns about near-term valuation and regulatory challenges in the utilities sector.