Research Analysts Issue Forecasts for Ameren FY2026 Earnings

Ameren Corporation (NYSE:AEE) – Research analysts at Scotiabank issued their FY2026 earnings estimates for Ameren in a research note issued to investors on Thursday, October 1st. Scotiabank analyst I. Rapp forecasts that the utilities provider will post earnings per share of $5.38 for the year. Scotiabank has a “Sector Perform” rating and a $104.00 price objective on the stock. The consensus estimate for Ameren’s current full-year earnings is $5.40 per share. Scotiabank also issued estimates for Ameren’s FY2027 earnings at $5.70 EPS.

A number of other equities analysts have also commented on AEE. Morgan Stanley cut their price target on Ameren from $114.00 to $108.00 and set an “equal weight” rating for the company in a report on Friday, September 18th. BMO Capital Markets decreased their price objective on Ameren from $121.00 to $119.00 and set an “outperform” rating on the stock in a research note on Wednesday, July 22nd. KeyCorp raised Ameren from a “sector weight” rating to an “overweight” rating and set a $122.00 price objective on the stock in a report on Thursday, July 23rd. JPMorgan Chase & Co. raised their target price on Ameren from $126.00 to $137.00 and gave the stock an “overweight” rating in a research note on Thursday, July 16th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ameren in a report on Friday, August 7th. Ten investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $118.08.

Ameren Trading Up 1.9%

Shares of AEE stock opened at $101.61 on Monday. The company’s fifty day simple moving average is $105.45 and its two-hundred day simple moving average is $108.84. The company has a debt-to-equity ratio of 1.38, a current ratio of 0.53 and a quick ratio of 0.37. Ameren has a 1 year low of $96.57 and a 1 year high of $118.32. The stock has a market capitalization of $28.13 billion, a price-to-earnings ratio of 17.89, a PEG ratio of 2.91 and a beta of 0.44.

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

Institutional Trading of Ameren

Institutional investors and hedge funds have recently modified their holdings of the business. Versant Capital Management Inc boosted its position in shares of Ameren by 31.7% during the 3rd quarter. Versant Capital Management Inc now owns 3,134 shares of the utilities provider’s stock valued at $311,000 after acquiring an additional 755 shares during the last quarter. QRG Capital Management Inc. increased its position in shares of Ameren by 8.8% in the second quarter. QRG Capital Management Inc. now owns 67,474 shares of the utilities provider’s stock worth $7,627,000 after purchasing an additional 5,467 shares during the last quarter. Envestnet Portfolio Solutions Inc. increased its position in shares of Ameren by 16.6% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 2,179 shares of the utilities provider’s stock worth $246,000 after purchasing an additional 311 shares during the last quarter. Premier Financial Group purchased a new stake in Ameren in the second quarter valued at approximately $39,000. Finally, Sequoia Financial Advisors LLC raised its stake in Ameren by 10.0% in the second quarter. Sequoia Financial Advisors LLC now owns 16,441 shares of the utilities provider’s stock valued at $1,858,000 after purchasing an additional 1,493 shares in the last quarter. Hedge funds and other institutional investors own 79.09% of the company’s stock.

Insider Activity

In other news, Director Rafael Flores sold 248 shares of the company’s stock in a transaction on Friday, September 11th. The shares were sold at an average price of $105.53, for a total value of $26,171.44. Following the transaction, the director owned 13,888 shares of the company’s stock, valued at approximately $1,465,600.64. This represents a 1.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Theresa Shaw sold 325 shares of the stock in a transaction on 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 sale, the senior vice president owned 32,340 shares in the company, valued at $3,522,796.20. This trade represents a 0.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 7,073 shares of company stock worth $769,814 in the last three months. Corporate insiders own 0.29% of the company’s stock.

Ameren Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 8th were given a dividend of $0.75 per share. This represents a $3.00 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date was Tuesday, September 8th. Ameren’s payout ratio is 52.82%.

Ameren Company Profile

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.