Ameren (NYSE:AEE) Posts Earnings Results, Beats Estimates By $0.01 EPS

Ameren (NYSE:AEE) announced its quarterly earnings data on Wednesday. The utilities provider reported $0.78 EPS for the quarter, topping analysts’ consensus estimates of $0.77 by $0.01, FiscalAI reports. Ameren had a return on equity of 10.92% and a net margin of 15.75%.The business had revenue of $1.78 billion during the quarter, compared to the consensus estimate of $1.69 billion. During the same period in the previous year, the company posted $0.77 earnings per share. The business’s revenue for the quarter was down 8.2% on a year-over-year basis.

Ameren Stock Performance

Shares of AEE stock opened at $105.91 on Thursday. The stock’s 50-day moving average price is $101.31 and its 200 day moving average price is $102.01. 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 stock has a market capitalization of $28.65 billion, a PE ratio of 20.37, a price-to-earnings-growth ratio of 2.12 and a beta of 0.57. Ameren has a 52-week low of $91.77 and a 52-week high of $106.73.

Ameren Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 10th will be issued a dividend of $0.75 per share. This is an increase from Ameren’s previous quarterly dividend of $0.71. This represents a $3.00 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date of this dividend is Tuesday, March 10th. Ameren’s dividend payout ratio is 57.69%.

Analyst Ratings Changes

Several brokerages have recently weighed in on AEE. Morgan Stanley reissued an “underperform” rating and set a $108.00 target price on shares of Ameren in a research report on Wednesday, January 21st. Mizuho upped their price target on Ameren from $108.00 to $114.00 and gave the company an “outperform” rating in a report on Monday, October 27th. KeyCorp cut shares of Ameren from an “overweight” rating to a “sector weight” rating in a report on Friday, December 12th. Royal Bank Of Canada restated a “sector perform” rating and set a $116.00 price objective on shares of Ameren in a research report on Friday, January 23rd. Finally, UBS Group lowered their target price on shares of Ameren from $121.00 to $115.00 and set a “buy” rating for the company in a report on Wednesday, December 17th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $109.60.

Trending Headlines about Ameren

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Ameren reported Q4 results that narrowly beat estimates: $0.78 EPS and $1.78B revenue, helped by higher electricity rates and stronger retail sales in Missouri, which investors typically view as supportive for near‑term cash flow. Read More.
• Positive Sentiment: Management posted strong full‑year 2025 results (GAAP diluted EPS $5.35) and affirmed 2026 earnings guidance while issuing long‑term growth targets — a supportive signal for earnings visibility and investor confidence. Read More.
• Positive Sentiment: Regulatory and infrastructure wins in Missouri: the Big Hollow Energy Center (800 MW gas + 400 MW battery) was approved to boost reliability, and Ameren Missouri filed an updated Smart Energy Plan after 2025 storm resilience work — both improve reliability and support rate base growth. Read More.
• Neutral Sentiment: Analyst commentary and coverage highlight a shift toward long‑term fundamentals (data center demand, infrastructure investments) — a generally constructive backdrop but dependent on execution. Read More.
• Neutral Sentiment: Deeper metric analysis of Q4 shows mixed underlying trends (revenue down vs. prior year despite beats), so investors should parse rate decisions and weather impacts in coming quarters. Read More.
• Negative Sentiment: Analysts caution on the utility sector and note risks: rising O&M and interest costs could temper margin expansion and cash flow, which may cap multiple expansion for AEE. Read More.
• Negative Sentiment: Broader sector warnings (Jefferies) urge caution despite dividend appeal — market sentiment toward utilities can swing with rate, inflation and interest‑rate expectations. Read More.

Insiders Place Their Bets

In other Ameren news, insider Michael L. Moehn sold 6,500 shares of Ameren stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $103.60, for a total value of $673,400.00. Following the transaction, the insider directly owned 193,076 shares in the company, valued at approximately $20,002,673.60. This trade represents a 3.26% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.42% of the company’s stock.

Institutional Investors Weigh In On Ameren

Several hedge funds have recently modified their holdings of the stock. Caitong International Asset Management Co. Ltd grew its position in Ameren by 285.5% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 266 shares of the utilities provider’s stock valued at $28,000 after buying an additional 197 shares during the last quarter. Osterweis Capital Management Inc. lifted 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 worth $29,000 after acquiring an additional 302 shares during the period. Wiser Advisor Group LLC acquired a new stake in shares of Ameren in the 3rd quarter worth $35,000. Sunbelt Securities Inc. purchased a new stake in shares of Ameren in the third quarter valued at about $37,000. Finally, J.Safra Asset Management Corp purchased a new stake in shares of Ameren in the fourth quarter valued at about $41,000. 79.09% of the stock is owned by institutional investors and hedge funds.

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.