Zacks Research Comments on Ameren’s Q4 Earnings (NYSE:AEE)

Ameren Corporation (NYSE:AEE) – Research analysts at Zacks Research lowered their Q4 2025 earnings per share (EPS) estimates for shares of Ameren in a note issued to investors on Thursday, January 8th. Zacks Research analyst Team now expects that the utilities provider will earn $0.76 per share for the quarter, down from their previous forecast of $0.79. The consensus estimate for Ameren’s current full-year earnings is $4.93 per share. Zacks Research also issued estimates for Ameren’s Q1 2026 earnings at $1.18 EPS, Q2 2026 earnings at $1.02 EPS, Q3 2026 earnings at $2.17 EPS, Q4 2026 earnings at $0.99 EPS, FY2026 earnings at $5.36 EPS, Q1 2027 earnings at $1.26 EPS, Q3 2027 earnings at $2.25 EPS, Q4 2027 earnings at $1.02 EPS and FY2027 earnings at $5.74 EPS.

Ameren (NYSE:AEE) last issued its quarterly earnings results on Wednesday, November 5th. The utilities provider reported $2.17 EPS for the quarter, topping analysts’ consensus estimates of $2.10 by $0.07. The company had revenue of $2.70 billion during the quarter, compared to analyst estimates of $2.64 billion. Ameren had a return on equity of 10.92% and a net margin of 15.75%.The company’s quarterly revenue was up 24.2% compared to the same quarter last year. During the same period in the previous year, the company earned $1.87 earnings per share. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS and its FY 2025 guidance at 4.900-5.100 EPS.

Other analysts have also issued research reports about the company. Morgan Stanley set a $103.00 price objective on Ameren in a report on Tuesday, December 16th. KeyCorp cut Ameren from an “overweight” rating to a “sector weight” rating in a research report on Friday, December 12th. Barclays set a $113.00 price target on shares of Ameren in a research note on Tuesday, October 21st. Weiss Ratings reissued a “buy (b)” rating on shares of Ameren in a report on Monday, December 29th. Finally, Royal Bank Of Canada upgraded shares of Ameren to a “hold” rating in a research note on Tuesday, October 28th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $108.80.

Ameren Trading Up 1.2%

Shares of AEE opened at $101.37 on Monday. The stock’s 50-day moving average price is $101.46 and its 200 day moving average price is $101.03. The company has a quick ratio of 0.64, a current ratio of 0.93 and a debt-to-equity ratio of 1.49. The firm has a market capitalization of $27.42 billion, a price-to-earnings ratio of 19.49, a P/E/G ratio of 2.19 and a beta of 0.58. Ameren has a 12-month low of $88.74 and a 12-month high of $106.73.

Institutional Investors Weigh In On Ameren

Several hedge funds and other institutional investors have recently added to or reduced their stakes in AEE. NewSquare Capital LLC grew its stake in shares of Ameren by 70.9% during the second quarter. NewSquare Capital LLC now owns 258 shares of the utilities provider’s stock valued at $25,000 after purchasing an additional 107 shares during the last quarter. Caitong International Asset Management Co. Ltd lifted its holdings in Ameren by 285.5% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 266 shares of the utilities provider’s stock worth $28,000 after buying an additional 197 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. bought a new position in Ameren in the 3rd quarter valued at $29,000. Osterweis Capital Management Inc. increased its stake in shares of Ameren by 6,040.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 307 shares of the utilities provider’s stock valued at $29,000 after buying an additional 302 shares during the period. Finally, Addison Advisors LLC increased its stake in shares of Ameren by 728.9% in the 2nd quarter. Addison Advisors LLC now owns 315 shares of the utilities provider’s stock valued at $30,000 after buying an additional 277 shares during the period. Institutional investors and hedge funds own 79.09% of the company’s stock.

Insider Activity

In related news, CFO Michael L. Moehn sold 6,500 shares of Ameren stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $101.44, for a total transaction of $659,360.00. Following the completion of the transaction, the chief financial officer directly owned 198,973 shares of the company’s stock, valued at $20,183,821.12. This trade represents a 3.16% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.34% of the stock is owned by company insiders.

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.