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

Ameren Corporation (NYSE:AEE) – Investment analysts at Zacks Research reduced their Q4 2025 EPS estimates for shares of Ameren in a research report issued to clients and investors on Thursday, January 8th. Zacks Research analyst Team now forecasts that the utilities provider will earn $0.76 per share for the quarter, down from their prior 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.

Several other research analysts also recently issued reports on AEE. Royal Bank Of Canada raised Ameren to a “hold” rating in a research note on Tuesday, October 28th. UBS Group decreased their price target on Ameren from $121.00 to $115.00 and set a “buy” rating on the stock in a research note on Wednesday, December 17th. Morgan Stanley set a $103.00 price target on shares of Ameren in a research note on Tuesday, December 16th. Wells Fargo & Company initiated coverage on Ameren in a research note on Monday, October 27th. They set an “overweight” rating and a $112.00 price target for the company. Finally, Mizuho lifted their price objective on Ameren from $108.00 to $114.00 and gave the company an “outperform” rating in a research note on Monday, October 27th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, Ameren presently has an average rating of “Moderate Buy” and a consensus target price of $108.80.

Ameren Price Performance

Shares of NYSE:AEE opened at $100.18 on Monday. The firm has a market capitalization of $27.10 billion, a price-to-earnings ratio of 19.26, a price-to-earnings-growth ratio of 2.19 and a beta of 0.58. The company has a debt-to-equity ratio of 1.49, a current ratio of 0.93 and a quick ratio of 0.64. The business’s 50 day simple moving average is $101.47 and its 200-day simple moving average is $100.99. Ameren has a 12 month low of $87.55 and a 12 month high of $106.73.

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

Insider Buying and Selling at Ameren

In other news, CFO Michael L. Moehn sold 6,500 shares of the stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $101.44, for a total value of $659,360.00. Following the completion of the sale, the chief financial officer owned 198,973 shares in the company, valued at approximately $20,183,821.12. This trade represents a 3.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.34% of the stock is owned by insiders.

Institutional Trading of Ameren

Hedge funds and other institutional investors have recently modified their holdings of the business. CreativeOne Wealth LLC grew its stake in Ameren by 1.3% during the 3rd quarter. CreativeOne Wealth LLC now owns 7,448 shares of the utilities provider’s stock valued at $777,000 after purchasing an additional 98 shares in the last quarter. Grantham Mayo Van Otterloo & Co. LLC boosted its stake in shares of Ameren by 1.4% during the 2nd quarter. Grantham Mayo Van Otterloo & Co. LLC now owns 7,105 shares of the utilities provider’s stock valued at $682,000 after buying an additional 100 shares during the last quarter. Crews Bank & Trust grew its position in shares of Ameren by 6.3% during the second quarter. Crews Bank & Trust now owns 1,728 shares of the utilities provider’s stock worth $166,000 after buying an additional 103 shares in the last quarter. Segment Wealth Management LLC increased its stake in shares of Ameren by 3.6% in the third quarter. Segment Wealth Management LLC now owns 2,941 shares of the utilities provider’s stock worth $307,000 after buying an additional 103 shares during the last quarter. Finally, NewSquare Capital LLC increased its stake in shares of Ameren by 70.9% in the second quarter. NewSquare Capital LLC now owns 258 shares of the utilities provider’s stock worth $25,000 after buying an additional 107 shares during the last quarter. 79.09% of the stock is owned by hedge funds and other institutional investors.

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.