Ameren (NYSE:AEE) Issues FY 2026 Earnings Guidance

Ameren (NYSE:AEE) issued an update on its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 5.250-5.450 for the period, compared to the consensus estimate of 5.370. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

Several research firms have recently commented on AEE. Truist Financial upped their price objective on shares of Ameren from $121.00 to $124.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Wall Street Zen raised shares of Ameren from a “sell” rating to a “hold” rating in a report on Saturday, July 25th. BMO Capital Markets decreased their target price on shares of Ameren from $121.00 to $119.00 and set an “outperform” rating for the company in a research report on Wednesday, July 22nd. Weiss Ratings raised shares of Ameren from a “buy (b-)” rating to a “buy (b)” rating in a report on Monday, May 11th. Finally, Morgan Stanley increased their price target on Ameren from $115.00 to $118.00 and gave the stock an “equal weight” rating in a research report on Wednesday, July 22nd. Ten analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, Ameren presently has a consensus rating of “Moderate Buy” and a consensus price target of $121.50.

Ameren Stock Performance

Shares of NYSE AEE traded down $1.21 during midday trading on Thursday, reaching $108.76. 1,966,964 shares of the stock were exchanged, compared to its average volume of 1,288,026. The company has a quick ratio of 0.44, a current ratio of 0.62 and a debt-to-equity ratio of 1.39. The firm has a market cap of $30.10 billion, a price-to-earnings ratio of 19.56, a PEG ratio of 2.66 and a beta of 0.47. The firm has a 50-day simple moving average of $110.99 and a two-hundred day simple moving average of $109.60. Ameren has a twelve month low of $96.57 and a twelve month high of $118.32.

Ameren (NYSE:AEE) last posted its 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. Ameren had a net margin of 17.17% and a return on equity of 10.94%. The firm had revenue of $2.09 billion during the quarter, compared to analysts’ expectations of $2.27 billion. During the same period in the previous year, the business posted $1.01 EPS. The business’s revenue was down 5.8% compared to the same quarter last year. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. As a group, analysts anticipate that Ameren will post 5.39 EPS for the current fiscal year.

Ameren Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Tuesday, June 9th were given a $0.75 dividend. The ex-dividend date was Tuesday, June 9th. This represents a $3.00 dividend on an annualized basis and a dividend yield of 2.8%. Ameren’s dividend payout ratio is 53.96%.

Insider Activity at Ameren

In other news, SVP Theresa A. Shaw sold 325 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $109.08, for a total transaction of $35,451.00. Following the sale, the senior vice president directly owned 32,618 shares in the company, valued at $3,557,971.44. This trade represents a 0.99% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.29% of the stock is owned by company insiders.

Key Headlines Impacting Ameren

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Ameren reported second-quarter 2026 diluted EPS of $1.13, up from $1.01 a year earlier and $0.05 above the $1.08 consensus estimate. Net income attributable to common shareholders rose to $314 million from $275 million. Ameren Announces Second Quarter 2026 Results
• Positive Sentiment: Management reaffirmed 2026 adjusted EPS guidance of $5.25 to $5.45, broadly consistent with the $5.37 analyst consensus. Earnings growth in Ameren Missouri and Ameren Transmission, supported by infrastructure investments, helped offset higher operating and maintenance costs. Ameren Q2 2026 Net Income Rises to $314 Million
• Neutral Sentiment: Brokerages maintain a consensus rating of “Moderate Buy,” suggesting continued support from analysts, although the stock’s valuation and guidance range leave limited room for major upward revisions. Ameren Corporation Given Consensus Rating of Moderate Buy
• Negative Sentiment: Quarterly revenue fell 5.8% year over year to $2.092 billion and missed the $2.27 billion consensus estimate. The revenue shortfall may have outweighed the EPS beat for investors, particularly as higher expenses partially offset returns from infrastructure investments. Ameren Earnings Results
• Negative Sentiment: Ameren’s internal analysis reportedly indicates that its planned large gas plant would still leave the Midwest short of power and reserves needed to meet surging data-center demand. That raises questions about the project’s ability to resolve regional capacity constraints ahead of a key approval process. Ameren Gas Plant and Midwest Power Crunch
• Negative Sentiment: Reported insider activity shows nine sales and no purchases over the past six months, which may add to investor caution, although insider transactions do not necessarily reflect the company’s operating outlook. Ameren Insider Trading Activity

Institutional Trading of Ameren

Several institutional investors have recently bought and sold shares of the business. United Capital Financial Advisors LLC raised its stake in shares of Ameren by 1.7% during the 3rd quarter. United Capital Financial Advisors LLC now owns 6,912 shares of the utilities provider’s stock worth $721,000 after buying an additional 116 shares during the period. Smartleaf Asset Management LLC grew its stake in Ameren by 13.7% in the 4th quarter. Smartleaf Asset Management LLC now owns 1,127 shares of the utilities provider’s stock valued at $114,000 after acquiring an additional 136 shares during the period. Compound Planning Inc. increased its holdings in Ameren by 7.6% in the 4th quarter. Compound Planning Inc. now owns 2,476 shares of the utilities provider’s stock worth $247,000 after acquiring an additional 174 shares in the last quarter. Bank of Nova Scotia increased its holdings in Ameren by 0.7% in the 2nd quarter. Bank of Nova Scotia now owns 28,264 shares of the utilities provider’s stock worth $2,714,000 after acquiring an additional 187 shares in the last quarter. Finally, Horizon Investments LLC increased its holdings in Ameren by 2.2% in the 3rd quarter. Horizon Investments LLC now owns 8,976 shares of the utilities provider’s stock worth $937,000 after acquiring an additional 189 shares in the last quarter. 79.09% of the stock is owned by institutional investors and hedge funds.

About Ameren

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.