KeyCorp Forecasts Ameren’s FY2026 Earnings (NYSE:AEE)

Ameren Corporation (NYSE:AEE) – Equities research analysts at KeyCorp raised their FY2026 earnings per share estimates for Ameren in a report released on Wednesday, July 22nd. KeyCorp analyst S. Karp now anticipates that the utilities provider will earn $5.39 per share for the year, up from their prior estimate of $5.36. KeyCorp has a “Overweight” rating and a $122.00 price target on the stock. The consensus estimate for Ameren’s current full-year earnings is $5.39 per share. KeyCorp also issued estimates for Ameren’s FY2027 earnings at $5.79 EPS, FY2028 earnings at $6.22 EPS, FY2029 earnings at $6.69 EPS and FY2030 earnings at $7.20 EPS.

Several other equities research analysts have also issued reports on the stock. BMO Capital Markets reduced their price objective on shares of Ameren from $121.00 to $119.00 and set an “outperform” rating for the company in a research note on Wednesday, July 22nd. Weiss Ratings upgraded Ameren from a “buy (b-)” rating to a “buy (b)” rating in a report on Monday, May 11th. Truist Financial boosted their price target on Ameren from $121.00 to $124.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Barclays upped their price target on Ameren from $116.00 to $117.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 9th. Finally, Wall Street Zen raised Ameren from a “sell” rating to a “hold” rating in a report on Saturday. Ten research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $121.50.

Ameren Stock Performance

Shares of AEE opened at $112.15 on Monday. The firm has a market cap of $31.04 billion, a price-to-earnings ratio of 20.17, a price-to-earnings-growth ratio of 2.75 and a beta of 0.47. The company’s fifty day moving average is $110.92 and its 200-day moving average is $109.37. The company has a quick ratio of 0.44, a current ratio of 0.62 and a debt-to-equity ratio of 1.39. Ameren has a 12 month low of $96.57 and a 12 month high of $118.32.

Ameren (NYSE:AEE) last posted its earnings results on Tuesday, May 5th. The utilities provider reported $1.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.17 by $0.11. The firm had revenue of $2.18 billion during the quarter, compared to analysts’ expectations of $2.24 billion. Ameren had a net margin of 17.17% and a return on equity of 10.94%. The company’s revenue was up 3.8% compared to the same quarter last year. During the same period in the previous year, the company earned $1.07 earnings per share. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS.

Ameren Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Tuesday, June 9th were issued a dividend of $0.75 per share. This represents a $3.00 annualized dividend and a dividend yield of 2.7%. The ex-dividend date of this dividend was Tuesday, June 9th. Ameren’s dividend payout ratio is currently 53.96%.

Insider Transactions at Ameren

In related news, SVP Theresa A. Shaw sold 1,500 shares of the firm’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $109.35, for a total value of $164,025.00. Following the transaction, the senior vice president directly owned 32,943 shares in the company, valued at approximately $3,602,317.05. This trade represents a 4.36% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.29% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd increased its stake in shares of Ameren by 285.5% in the third quarter. Caitong International Asset Management Co. Ltd now owns 266 shares of the utilities provider’s stock worth $28,000 after purchasing an additional 197 shares during the period. Garton & Associates Financial Advisors LLC bought a new stake in Ameren during the 4th quarter valued at approximately $29,000. Osterweis Capital Management Inc. grew its holdings in 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 last quarter. Sound Income Strategies LLC grew its holdings in Ameren by 6,080.0% in the 4th quarter. Sound Income Strategies LLC now owns 309 shares of the utilities provider’s stock valued at $32,000 after buying an additional 304 shares during the last quarter. Finally, Whittier Trust Co. of Nevada Inc. increased its position in Ameren by 74.9% in the 1st quarter. Whittier Trust Co. of Nevada Inc. now owns 292 shares of the utilities provider’s stock worth $33,000 after buying an additional 125 shares during the period. 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.