Shares of Ameren Corporation (NYSE:AEE – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the thirteen analysts that are presently covering the stock, Marketbeat.com reports. Three investment analysts have rated the stock with a hold recommendation and ten have assigned a buy recommendation to the company. The average 12 month target price among analysts that have issued ratings on the stock in the last year is $121.50.
A number of research firms recently issued reports on AEE. Wall Street Zen raised shares of Ameren from a “sell” rating to a “hold” rating in a research note on Saturday, July 25th. Truist Financial lifted their price objective on Ameren from $121.00 to $124.00 and gave the company a “buy” rating in a research report on Thursday, July 16th. BTIG Research set a $126.00 target price on Ameren in a report on Thursday, July 23rd. BMO Capital Markets decreased their target price on Ameren from $121.00 to $119.00 and set an “outperform” rating for the company in a research report on Wednesday, July 22nd. Finally, Barclays increased their target price on Ameren from $116.00 to $117.00 and gave the stock an “equal weight” rating in a research report on Thursday, July 9th.
Get Our Latest Stock Report on AEE
Key Headlines Impacting Ameren
- Positive Sentiment: Ameren beat quarterly earnings expectations. Second-quarter diluted EPS rose to $1.13 from $1.01 a year earlier, exceeding the $1.08 consensus estimate. Net income attributable to common shareholders increased to $314 million, supported by infrastructure investments and lower fuel costs. Ameren Q2 Earnings Beat Estimates
- Positive Sentiment: Key regulated businesses delivered growth. Ameren Missouri earnings rose to $157 million from $150 million, while Ameren Transmission earnings increased to $96 million from $86 million. These results reinforce the investment-led growth story that is important for utility investors. Ameren Q2 2026 Net Income Rises to $314 Million
- Positive Sentiment: Full-year 2026 guidance was reaffirmed. Ameren maintained its EPS outlook of $5.25 to $5.45, broadly consistent with the $5.37 analyst consensus. The lack of a guidance reduction may support investor confidence despite quarterly revenue pressure. Ameren Announces Second Quarter 2026 Results
- Neutral Sentiment: The earnings call highlighted ongoing capital investment. Management’s infrastructure spending is contributing to earnings growth, but higher operations and maintenance expenses partly offset those benefits. Investors will likely monitor whether spending produces sufficient rate-base growth and returns.
- Negative Sentiment: Revenue declined and missed expectations. Quarterly operating revenue fell 5.8% year over year to $2.092 billion, below the $2.27 billion consensus estimate. Lower revenue may weigh on the stock because it suggests that earnings growth is relying more heavily on cost factors and regulated investment than on stronger demand. Ameren Q2 Earnings Surpass Estimates, Revenues Decline Year over Year
- Negative Sentiment: Ameren’s planned mega gas plant may not fully solve regional power shortages. Company analysis reportedly found the project would still leave the Midwest short of power and reserves amid rising data-center demand, creating execution, approval and capacity concerns. Ameren’s Mega Gas Plant and Midwest Power Crunch
- Negative Sentiment: Reported insider activity was entirely selling. Recent data showed nine insider sales and no purchases over the past six months, a secondary signal that could temper sentiment, though such transactions do not necessarily indicate a change in the company’s outlook.
Ameren Stock Up 0.9%
Shares of NYSE AEE opened at $109.76 on Wednesday. The company has a current ratio of 0.62, a quick ratio of 0.44 and a debt-to-equity ratio of 1.39. Ameren has a 12 month low of $96.57 and a 12 month high of $118.32. The firm has a market capitalization of $30.38 billion, a PE ratio of 19.32, a price-to-earnings-growth ratio of 2.63 and a beta of 0.47. The firm has a fifty day simple moving average of $110.96 and a two-hundred day simple moving average of $109.60.
Ameren (NYSE:AEE – Get Free Report) last posted its earnings results on Thursday, July 30th. The utilities provider reported $1.13 EPS for the quarter, topping the consensus estimate of $1.08 by $0.05. The firm had revenue of $2.09 billion during the quarter, compared to analysts’ expectations of $2.27 billion. Ameren had a net margin of 17.86% and a return on equity of 11.04%. The company’s quarterly revenue was down 5.8% compared to the same quarter last year. During the same period last year, the company posted $1.01 EPS. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. Equities analysts expect that Ameren will post 5.39 earnings per share for the current year.
Ameren Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Tuesday, June 9th were paid a dividend of $0.75 per share. The ex-dividend date was Tuesday, June 9th. This represents a $3.00 dividend on an annualized basis and a yield of 2.7%. Ameren’s payout ratio is presently 53.96%.
Insiders Place Their Bets
In other Ameren news, SVP Theresa A. Shaw sold 325 shares of Ameren stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $109.08, for a total value of $35,451.00. Following the completion of the transaction, the senior vice president directly owned 32,618 shares of the company’s stock, valued at approximately $3,557,971.44. The trade was a 0.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.29% of the company’s stock.
Institutional Trading of Ameren
A number of large investors have recently made changes to their positions in AEE. Caitong International Asset Management Co. Ltd grew its position in shares of Ameren by 285.5% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 266 shares of the utilities provider’s stock valued at $28,000 after acquiring an additional 197 shares during the period. Garton & Associates Financial Advisors LLC bought a new position in Ameren in the 4th quarter worth $29,000. Osterweis Capital Management Inc. lifted its position in Ameren by 6,040.0% during the second quarter. Osterweis Capital Management Inc. now owns 307 shares of the utilities provider’s stock valued at $29,000 after purchasing an additional 302 shares in the last quarter. Sound Income Strategies LLC lifted its position in Ameren by 6,080.0% during the fourth quarter. Sound Income Strategies LLC now owns 309 shares of the utilities provider’s stock valued at $32,000 after purchasing an additional 304 shares in the last quarter. Finally, Whittier Trust Co. of Nevada Inc. grew its holdings in Ameren by 74.9% during the first quarter. Whittier Trust Co. of Nevada Inc. now owns 292 shares of the utilities provider’s stock valued at $33,000 after purchasing an additional 125 shares during the period. 79.09% of the stock is currently owned by institutional investors.
Ameren Company Profile
Ameren Corporation (NYSE: AEE) is an integrated energy company headquartered in St. Louis, Missouri, that provides electric and natural gas delivery and related services in portions of Missouri and Illinois. The company operates regulated utility businesses that serve a broad mix of residential, commercial and industrial customers, and it participates in wholesale energy markets and transmission operations that support reliable service across its service territories.
Ameren’s core activities include generation, transmission and distribution of electricity, distribution of natural gas, and the provision of customer energy solutions such as demand-side management and energy efficiency programs.
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