Ameren (NYSE:AEE) Posts Quarterly Earnings Results, Beats Expectations By $0.13 EPS

Ameren (NYSE:AEE) announced its earnings results on Thursday. The utilities provider reported $2.42 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.29 by $0.13, Zacks reports. The business had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.82 billion. Ameren had a net margin of 17.86% and a return on equity of 10.95%.

Ameren Price Performance

Shares of AEE traded up $0.01 during mid-day trading on Thursday, hitting $113.09. 3,014,616 shares of the company traded hands, compared to its average volume of 1,739,571. Ameren has a one year low of $96.57 and a one year high of $118.32. The company has a current ratio of 0.53, a quick ratio of 0.37 and a debt-to-equity ratio of 1.38. The business has a 50-day moving average of $104.77 and a 200 day moving average of $108.46. The stock has a market capitalization of $31.31 billion, a price-to-earnings ratio of 19.91, a PEG ratio of 3.22 and a beta of 0.42.

Ameren Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 31st. Stockholders of record on Tuesday, December 8th will be given a dividend of $0.75 per share. This represents a $3.00 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date is Tuesday, December 8th. Ameren’s dividend payout ratio is presently 52.82%.

Insider Buying and Selling

In related news, SVP Theresa Shaw sold 325 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $108.93, for a total value of $35,402.25. Following the completion of the transaction, the senior vice president owned 32,340 shares in the company, valued at $3,522,796.20. The trade was a 0.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Rafael Flores sold 248 shares of the company’s stock in a transaction on Friday, September 11th. The stock was sold at an average price of $105.53, for a total value of $26,171.44. Following the transaction, the director directly owned 13,888 shares in the company, valued at approximately $1,465,600.64. This represents a 1.75% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 7,073 shares of company stock worth $781,254 in the last quarter. Insiders own 0.29% of the company’s stock.

Analyst Ratings Changes

A number of research firms have commented on AEE. JPMorgan Chase & Co. reduced their price target on shares of Ameren from $133.00 to $126.00 and set an “overweight” rating on the stock in a research report on Tuesday, October 13th. Royal Bank Of Canada raised their price objective on shares of Ameren from $107.00 to $115.00 in a report on Monday, October 26th. Jefferies Financial Group cut their target price on shares of Ameren from $136.00 to $122.00 in a research note on Thursday, October 15th. TD Cowen assumed coverage on Ameren in a report on Thursday, October 22nd. They issued a “hold” rating and a $114.00 target price on the stock. Finally, KeyCorp increased their price target on Ameren from $116.00 to $122.00 and gave the stock an “overweight” rating in a research report on Tuesday, October 13th. Thirteen analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $117.43.

Trending Headlines about Ameren

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Ameren posted Q3 earnings of $2.42 per share, above the $2.29 consensus estimate, while revenue of $2.88 billion also exceeded the $2.82 billion forecast. GAAP EPS rose from $2.35 a year earlier. Ameren Announces Third Quarter 2026 Results
• Positive Sentiment: Coverage said Ameren raised its earnings guidance, with growing data-center demand cited as a driver. A stronger outlook alongside the earnings and revenue beats could support investor expectations for future growth. Ameren beats Q3 2026 estimates and lifts guidance on data center demand
• Neutral Sentiment: Scotiabank modestly raised its 2026 EPS estimate to $5.41 from $5.38 but maintained a Sector Perform rating and a $104 price target. The estimate revision is positive but limited; the target is below the share price cited in the background information. Scotiabank raises Ameren earnings estimate
• Neutral Sentiment: Insider Michael Moehn sold 6,500 shares under a pre-arranged Rule 10b5-1 trading plan and retained 193,790 shares. The planned sale may be less concerning than an unplanned transaction, though insider selling can draw investor attention. SEC filing on Ameren insider transaction

Ameren Company Profile

Ameren Corporation is a regulated electric and natural gas utility holding company headquartered in St. Louis, Missouri. Through its operating companies, Ameren Missouri and Ameren Illinois, the company provides electric generation, transmission and distribution services, as well as natural gas distribution.

Ameren serves approximately 2.5 million electric customers and more than 900,000 natural gas customers across Missouri and Illinois. Its operations include a diverse generation portfolio and infrastructure designed to deliver reliable energy to residential, commercial and industrial customers, while supporting the transition toward cleaner energy resources.

Ameren was formed in 1997 through the merger of Union Electric Company and CIPSCO Inc The company is led by Martin J.