KeyCorp Has Optimistic Opinion of Ameren FY2026 Earnings

Posted by George Bondi on Oct 15th, 2026

Ameren Corporation (NYSE:AEE – Free Report) – Equities research analysts at KeyCorp boosted their FY2026 earnings estimates for Ameren in a research report issued on Monday, October 12th. KeyCorp analyst S. Karp now anticipates that the utilities provider will post earnings per share of $5.44 for the year, up from their previous estimate of $5.39. KeyCorp has an “Overweight” rating and a $122.00 price target on the stock. The consensus estimate for Ameren’s current full-year earnings is $5.40 per share. KeyCorp also issued estimates for Ameren’s Q4 2026 earnings at $0.70 EPS, FY2027 earnings at $5.87 EPS, FY2028 earnings at $6.39 EPS, FY2029 earnings at $6.87 EPS and FY2030 earnings at $7.40 EPS.

A number of other research firms have also recently commented on AEE. Mizuho decreased their target price on shares of Ameren from $124.00 to $113.00 and set an “outperform” rating on the stock in a research report on Wednesday, September 30th. JPMorgan Chase & Co. increased their target price on shares of Ameren from $126.00 to $137.00 and gave the stock an “overweight” rating in a research note on Thursday, July 16th. Scotiabank began coverage on shares of Ameren in a research report on Tuesday, September 29th. They set a “sector perform” rating and a $104.00 price target for the company. Morgan Stanley reduced their price target on shares of Ameren from $114.00 to $108.00 and set an “equal weight” rating on the stock in a research note on Friday, September 18th. Finally, BTIG Research set a $126.00 price target on shares of Ameren in a research note on Thursday, July 23rd. Ten analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $117.77.

View Our Latest Report on AEE

Ameren Stock Up 0.1%

Shares of NYSE:AEE opened at $104.46 on Thursday. The business has a 50-day moving average price of $104.65 and a 200 day moving average price of $108.64. The company has a current ratio of 0.53, a quick ratio of 0.37 and a debt-to-equity ratio of 1.38. The company has a market capitalization of $28.92 billion, a price-to-earnings ratio of 19.46, a PEG ratio of 3.05 and a beta of 0.44. Ameren has a 12-month low of $96.57 and a 12-month high of $118.32.

Ameren (NYSE:AEE – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The utilities provider reported $1.13 EPS for the quarter, beating the consensus estimate of $1.08 by $0.05. Ameren had a return on equity of 10.95% and a net margin of 17.86%. The business had revenue of $2.09 billion for the quarter, compared to analyst estimates of $2.27 billion. During the same quarter in the prior year, the company posted $1.01 EPS. The company’s quarterly revenue was down 5.8% on a year-over-year basis. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS.

Ameren Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 31st. Investors of record on Tuesday, December 8th will be issued a dividend of $0.75 per share. This represents a $3.00 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date is Tuesday, December 8th. Ameren’s dividend payout ratio (DPR) is 52.82%.

Insider Buying and Selling at Ameren

In other Ameren news, SVP Theresa Shaw sold 325 shares of Ameren stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $108.93, for a total value of $35,402.25. Following the completion of the transaction, the senior vice president directly owned 32,340 shares of the company’s stock, valued at $3,522,796.20. The trade was a 0.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Rafael Flores sold 248 shares of the business’s stock in a transaction dated Friday, September 11th. The stock was sold at an average price of $105.53, for a total transaction of $26,171.44. Following the sale, the director owned 13,888 shares in the company, valued at $1,465,600.64. This trade represents a 1.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 7,073 shares of company stock valued at $769,814 in the last three months. 0.29% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in AEE. Keating Financial Advisory Services Inc. purchased a new position in Ameren in the 2nd quarter valued at approximately $27,000. Continuum Advisory LLC acquired a new position in shares of Ameren in the second quarter worth $30,000. Whittier Trust Co. of Nevada Inc. grew its stake in shares of Ameren by 74.9% in the first quarter. Whittier Trust Co. of Nevada Inc. now owns 292 shares of the utilities provider’s stock worth $33,000 after acquiring an additional 125 shares in the last quarter. Aberdeen Wealth Management LLC purchased a new stake in shares of Ameren during the second quarter worth $35,000. Finally, Ascentis Independent Advisors purchased a new stake in shares of Ameren during the first quarter worth $36,000. Institutional investors and hedge funds own 79.09% of the company’s stock.

Ameren Company Profile

(Get Free Report)

Ameren Corporation is a regulated utility holding company that provides electric and natural gas services to customers in Illinois and Missouri. Through its operating companies, Ameren delivers energy to residential, commercial and industrial customers and operates the infrastructure required to generate, transmit and distribute electricity, as well as distribute natural gas.

Ameren Missouri is involved in electric generation, transmission and distribution and natural gas distribution across Missouri.