Ameren (NYSE:AEE) Issues FY 2026 Earnings Guidance

Ameren (NYSE:AEE) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 5.250-5.450 for the period, compared to the consensus earnings per share estimate of 5.330. The company issued revenue guidance of -. Ameren also updated its FY 2025 guidance to 4.900-5.100 EPS.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. Barclays set a $113.00 price target on Ameren in a report on Tuesday, October 21st. Weiss Ratings reissued a “buy (b-)” rating on shares of Ameren in a report on Wednesday, October 8th. Wells Fargo & Company assumed coverage on Ameren in a research note on Monday, October 27th. They issued an “overweight” rating and a $112.00 price target for the company. UBS Group lifted their price objective on shares of Ameren from $111.00 to $114.00 and gave the company a “buy” rating in a research report on Friday, July 11th. Finally, Royal Bank Of Canada upgraded shares of Ameren to a “hold” rating in a research note on Tuesday, October 28th. Eight equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, Ameren has a consensus rating of “Moderate Buy” and a consensus price target of $109.50.

Ameren Stock Performance

NYSE:AEE opened at $102.09 on Friday. The firm has a market capitalization of $27.61 billion, a PE ratio of 22.44, a PEG ratio of 2.57 and a beta of 0.50. The stock’s fifty day moving average is $102.15 and its 200 day moving average is $99.43. Ameren has a fifty-two week low of $85.70 and a fifty-two week high of $106.73. The company has a debt-to-equity ratio of 1.51, a quick ratio of 0.56 and a current ratio of 0.80.

Ameren (NYSE:AEE) last posted its quarterly earnings data on Wednesday, November 5th. The utilities provider reported $2.17 EPS for the quarter, topping the consensus estimate of $2.10 by $0.07. Ameren had a net margin of 14.55% and a return on equity of 10.38%. The company had revenue of $2.70 billion during the quarter, compared to analyst estimates of $2.64 billion. During the same period in the previous year, the firm earned $1.87 earnings per share. Ameren’s quarterly revenue was up 24.2% compared to the same quarter last year. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. FY 2025 guidance at 4.900-5.100 EPS. On average, sell-side analysts anticipate that Ameren will post 4.93 earnings per share for the current year.

Ameren Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Tuesday, December 9th will be issued a $0.71 dividend. This represents a $2.84 annualized dividend and a dividend yield of 2.8%. The ex-dividend date is Tuesday, December 9th. Ameren’s dividend payout ratio is presently 54.62%.

Insiders Place Their Bets

In other Ameren news, CFO Michael L. Moehn sold 6,500 shares of the company’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $101.44, for a total value of $659,360.00. Following the transaction, the chief financial officer owned 198,973 shares of the company’s stock, valued at $20,183,821.12. This represents a 3.16% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Gwendolyn G. Mizell sold 1,000 shares of the stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $101.79, for a total value of $101,790.00. Following the completion of the sale, the senior vice president owned 9,129 shares in the company, valued at approximately $929,240.91. The trade was a 9.87% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.42% of the stock is owned by insiders.

Institutional Investors Weigh In On Ameren

Several large investors have recently added to or reduced their stakes in AEE. Osterweis Capital Management Inc. increased its position in shares of Ameren by 6,040.0% during the second quarter. Osterweis Capital Management Inc. now owns 307 shares of the utilities provider’s stock worth $29,000 after acquiring an additional 302 shares during the period. WFA of San Diego LLC bought a new stake in shares of Ameren in the second quarter valued at about $58,000. MUFG Securities EMEA plc purchased a new stake in Ameren in the second quarter worth about $76,000. Geneos Wealth Management Inc. grew its holdings in Ameren by 89.6% during the 2nd quarter. Geneos Wealth Management Inc. now owns 855 shares of the utilities provider’s stock worth $82,000 after acquiring an additional 404 shares in the last quarter. Finally, Ossiam purchased a new position in Ameren during the 2nd quarter valued at about $92,000. 79.09% of the stock is owned by hedge funds and other institutional investors.

About Ameren

Ameren Corporation, together with its subsidiaries, operates as a public utility holding company in the United States. The company operates through four segments: Ameren Missouri, Ameren Illinois Electric Distribution, Ameren Illinois Natural Gas, and Ameren Transmission. It engages in the rate-regulated electric generation, transmission, and distribution activities; and rate-regulated natural gas distribution business.