Ameren (NYSE:AEE) Releases Earnings Results, Beats Expectations By $0.01 EPS

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

Ameren Price Performance

AEE stock traded up $0.13 during trading on Wednesday, hitting $105.91. The stock had a trading volume of 2,384,663 shares, compared to its average volume of 1,661,727. The company’s 50-day moving average price is $101.31 and its two-hundred day moving average price is $102.01. Ameren has a twelve month low of $91.77 and a twelve month high of $106.73. 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 stock has a market capitalization of $28.65 billion, a P/E ratio of 20.37, a PEG ratio of 2.09 and a beta of 0.57.

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 given a dividend of $0.75 per share. This is a boost from Ameren’s previous quarterly dividend of $0.71. The ex-dividend date is Tuesday, March 10th. This represents a $3.00 annualized dividend and a dividend yield of 2.8%. Ameren’s payout ratio is currently 54.62%.

More Ameren News

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Q4 results beat expectations: Ameren reported $0.78 EPS and $1.78B in revenue, topping consensus and showing solid margins and ROE for the quarter — a near‑term earnings catalyst. Ameren beats quarterly profit estimates on higher electricity rates
• Positive Sentiment: Management affirmed guidance and issued long‑term growth targets after reporting 2025 results (GAAP and adjusted EPS strength), which supports investor confidence in the company’s multi‑year earnings trajectory. Ameren Announces 2025 Results, Affirms Guidance for 2026 Earnings and Issues Long-Term Growth Guidance
• Positive Sentiment: Regulatory/ infrastructure tailwind in Missouri: Approval of the Big Hollow Energy Center — an 800 MW gas plant paired with 400 MW battery storage — improves system reliability and capacity, supporting future rate base and allowed returns. Missouri approves first-of-its-kind resource to boost energy reliability
• Neutral Sentiment: Industry view: A Jefferies piece highlights utilities (including dividend payers) as attractive but warns investors to be selective, which is a mixed read for valuation multiples and sector flow. Jefferies Loves 5 Dividend-Paying Utility Stocks but Warns of Caution on the Sector
• Neutral Sentiment: Corporate governance update: Ameren added Timothy Rausch to its board — routine for oversight and strategy but unlikely to move fundamentals materially. Ameren Corporation Adds Timothy Rausch to Board of Directors
• Negative Sentiment: Cost pressures remain a watch‑item: analysts and previews note rising O&M and higher interest expense could temper margin expansion, a risk to near‑term EPS if costs outpace rate recoveries. Ameren to Release Q4 Earnings: What’s in Store for the Stock?

Analyst Upgrades and Downgrades

AEE has been the subject of several research analyst reports. Argus raised shares of Ameren to a “strong-buy” rating in a research note on Wednesday, December 10th. Mizuho upped their target price on Ameren from $108.00 to $114.00 and gave the stock an “outperform” rating in a research note on Monday, October 27th. UBS Group reduced their price target on Ameren from $121.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday, December 17th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $116.00 price objective on shares of Ameren in a report on Friday, January 23rd. Finally, Wells Fargo & Company lowered their price target on Ameren from $112.00 to $111.00 and set an “overweight” rating for the company in a research report on Tuesday, January 20th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $109.60.

Insiders Place Their Bets

In other Ameren news, insider Michael L. Moehn sold 6,500 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $103.60, for a total transaction of $673,400.00. Following the completion of the sale, the insider owned 193,076 shares of the company’s stock, valued at $20,002,673.60. This trade represents a 3.26% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.34% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the stock. Private Advisor Group LLC lifted its holdings in shares of Ameren by 124.7% during the third quarter. Private Advisor Group LLC now owns 6,076 shares of the utilities provider’s stock valued at $634,000 after purchasing an additional 3,372 shares during the last quarter. Voleon Capital Management LP increased its stake in shares of Ameren by 16.7% in the third quarter. Voleon Capital Management LP now owns 3,824 shares of the utilities provider’s stock worth $399,000 after acquiring an additional 546 shares during the last quarter. Wellspring Financial Advisors LLC purchased a new stake in shares of Ameren during the 4th quarter worth about $611,000. Larson Financial Group LLC lifted its stake in shares of Ameren by 7.0% in the 3rd quarter. Larson Financial Group LLC now owns 4,271 shares of the utilities provider’s stock valued at $446,000 after purchasing an additional 280 shares during the last quarter. Finally, Brown Advisory Inc. boosted its holdings in Ameren by 6.3% in the second quarter. Brown Advisory Inc. now owns 4,688 shares of the utilities provider’s stock worth $450,000 after purchasing an additional 277 shares in the last quarter. Institutional investors and hedge funds own 79.09% of the company’s stock.

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.