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 $120.00 price target.

💰 The company's shares closed at $109.07, which is below the new analyst price target.

👨‍💼 Analyst Shahriar Pourreza specializes in the Utilities sector and has a 65.00% success rate on his recommendations.

🤝 Ameren currently holds an overall Moderate Buy consensus with a market average price target of $119.25.

✅ BMO Capital also maintained a Buy rating on AEE with a price target of $121.00 in a separate report.

📊 For the quarter ending March 31, Ameren reported revenue of $2.18 billion and net profit of $357 million.

📉 Revenue and net profit both increased compared to last year's figures of $2.1 billion and $289 million respectively.

⚠️ Corporate insider sentiment remains negative as 65 insiders have sold shares over the past quarter.

💸 Most recently, SVP Finance Ryan J Martin sold 1,300 shares worth $147,303 in March 2026.

🗣️ Goldman Sachs maintained a Hold rating on Ameren with an unchanged price target of $113.

📉 Morgan Stanley lowered their price target for AEE to $117 from a previous level of $119.

⏳ The Q1 2026 earnings results have been released and the company has reaffirmed its growth guidance.

Bullish Signals
  • Wells Fargo analyst Shahriar Pourreza reiterated a Buy rating on Ameren with a price target of $120.00, implying confidence in future performance.
  • BMO Capital also maintained a Buy rating on the stock with a $121.00 price target in a report released on May 7.
  • Ameren's quarterly revenue grew to $2.18 billion from last year's $2.1 billion, demonstrating consistent top-line growth.
  • Net profit increased significantly to $357 million compared to $289 million last year, highlighting improved profitability.
  • Analysts maintain a consensus Moderate Buy rating with an average price target of $119.25, representing 9.33% upside from current levels.
Risk Factors
  • Corporate insider sentiment is negative due to an increase in share sales by 65 insiders over the past quarter, with SVP Finance Ryan J Martin selling 1,300 shares for $147,303 in March 2026.
  • Morgan Stanley lowered its price target on Ameren from $119 to $117, indicating some analyst concerns about the stock's valuation or outlook.
Full Analysis
Wells Fargo analyst Shahriar Pourreza has reiterated a Buy rating on Ameren Corporation (AEE) with a price target of $120.00, while shares closed at $109.07 at the time of the report released around May 10. Pourreza covers the Utilities sector and specifically tracks companies including Eversource Energy, Sempra Energy, and Pinnacle West Capital, boasting an average return of 8.1% and a 65% success rate on his recommendations according to TipRanks data. The analyst consensus for Ameren currently leans towards Moderate Buy with a price target of $119.25, representing a 9.33% upside from current levels, which aligns with other recent actions like BMO Capital's maintained Buy rating and $121.00 price target issued on May 7. Underpinning these ratings is Ameren's financial performance for the quarter ending March 31, where the company reported quarterly revenue of $2.18 billion and a net profit of $357 million, compared to last year's figures of $2.1 billion in revenue and $289 million in net profit. Despite the positive analyst sentiment regarding growth and earnings, corporate insider activity data indicates negative sentiment among 65 insiders over the past quarter due to an increase in share sales relative to earlier periods. Specifically, Ryan J Martin, the SVP of Finance for AEE, sold 1,300 shares in March for a total value of $147,303, highlighting a divergence between external analyst optimism and internal trading activity. The article also references other recent analyst movements, including Goldman Sachs maintaining a Hold with a $113 price target and Morgan Stanley lowering its price target to $117, suggesting that while fundamental earnings are strong, growth expectations may already be priced in or tempered by regulatory uncertainties.