Ameren Corporation

(New York Stock Exchange)
Back to all articles
Bullish +55

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

AI-generated analysis

πŸ“ˆ Truist Financial raised its price target for Ameren to $124.00 and maintains a buy rating on the stock.

πŸ“‰ Wall Street Zen downgraded Ameren from 'hold' to 'sell', contrasting with recent upgrades from JPMorgan Chase and Wells Fargo.

πŸ’° Ameren reported Q1 EPS of $1.28, beating analyst estimates by $0.11 on revenue of $2.18 billion.

πŸ“Š The company achieved a 3.8% year-over-year revenue increase with a net margin of 17.17% and ROE of 10.94%.

πŸ’΅ Ameren declared a quarterly dividend of $0.75, providing an annualized yield of 2.7% to shareholders.

πŸ“ˆ FY 2026 EPS guidance is set between $5.25 and $5.45, aligning with analyst consensus of $5.38.

🏦 Institutional ownership stands at 79.09%, with multiple hedge funds increasing their positions recently.

πŸ‘€ SVP Theresa A. Shaw sold 1,500 shares for approximately $164,025 under a Rule 10b5-1 trading plan.

Bullish Signals
  • Truist Financial raised its price target to $124.00 and maintains a buy rating on Ameren.
  • Ameren beat Q1 earnings estimates with EPS of $1.28 versus the consensus of $1.17.
  • Revenue grew 3.8% year-over-year to reach $2.18 billion during the quarter.
  • The company delivered a strong net margin of 17.17% and a return on equity of 10.94%.
  • Ameren offers a 2.7% annualized dividend yield with a payout ratio of 53.96%.
  • FY 2026 EPS guidance of $5.25-$5.45 aligns closely with analyst expectations of $5.38.
  • Multiple institutional investors, including NewEdge Advisors and Woodline Partners, increased their stakes in the first or second quarter.
Risk Factors
  • Wall Street Zen downgraded Ameren from a 'hold' to a 'sell' rating on May 25th.
  • SVP Theresa A. Shaw sold 1,500 shares of stock for $164,025 in a transaction dated May 12th.
Full 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 target adjustments by JPMorgan Chase, Wells Fargo, Morgan Stanley, and Barclays. The consensus rating among nine equities research analysts remains a 'Moderate Buy' with an average price target of $120.67. Ameren reported strong quarterly earnings on May 5th, posting $1.28 per share in earnings per share (EPS), which significantly beat the consensus estimate of $1.17. The company generated $2.18 billion in revenue, showing a 3.8% year-over-year increase, while achieving a return on equity of 10.94% and a net margin of 17.17%. For the current fiscal year, Ameren has provided guidance for EPS between $5.25 and $5.45, aligning closely with analyst expectations of $5.38. The utility company recently declared a quarterly dividend of $0.75 per share, paid on June 30th to investors of record on June 9th, resulting in an annualized dividend yield of 2.7%. Institutional ownership remains robust at 79.09%, with several hedge funds increasing their stakes in the first and second quarters, including NewEdge Advisors, Empowered Funds, and Woodline Partners. However, insider activity saw SVP Theresa A. Shaw sell 1,500 shares under a pre-arranged trading plan.