Ameren (NYSE:AEE) Updates FY 2026 Earnings Guidance

Ameren (NYSE:AEE) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 5.250-5.450 for the period, compared to the consensus estimate of 5.360. The company issued revenue guidance of -.

Analyst Ratings Changes

Several equities research analysts have commented on AEE shares. Royal Bank Of Canada restated a “sector perform” rating and set a $116.00 price target on shares of Ameren in a research note on Friday, January 23rd. JPMorgan Chase & Co. lifted their price objective on Ameren from $108.00 to $111.00 and gave the company a “neutral” rating in a research note on Thursday, January 15th. Wells Fargo & Company reissued an “overweight” rating and set a $120.00 target price on shares of Ameren in a research report on Tuesday, April 21st. UBS Group raised their price target on shares of Ameren from $125.00 to $127.00 and gave the company a “buy” rating in a report on Friday, February 20th. Finally, Weiss Ratings downgraded shares of Ameren from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, Ameren has an average rating of “Moderate Buy” and a consensus price target of $117.31.

Ameren Price Performance

AEE stock opened at $111.50 on Wednesday. The firm has a market cap of $30.85 billion, a P/E ratio of 20.84, a price-to-earnings-growth ratio of 2.28 and a beta of 0.50. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.46 and a current ratio of 0.66. Ameren has a 1 year low of $93.27 and a 1 year high of $115.58. The stock has a 50-day simple moving average of $111.10 and a 200-day simple moving average of $105.87.

Ameren (NYSE:AEE) last released its quarterly earnings results on Tuesday, May 5th. The utilities provider reported $1.28 EPS for the quarter, topping the consensus estimate of $1.17 by $0.11. The firm had revenue of $2.18 billion for the quarter, compared to analyst estimates of $2.24 billion. Ameren had a return on equity of 10.69% and a net margin of 16.55%.Ameren’s revenue for the quarter was up 3.8% on a year-over-year basis. During the same period in the previous year, the company posted $1.07 EPS. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. On average, equities analysts predict that Ameren will post 5.32 earnings per share for the current fiscal year.

Ameren Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 10th were paid a $0.75 dividend. This represents a $3.00 annualized dividend and a dividend yield of 2.7%. This is a boost from Ameren’s previous quarterly dividend of $0.71. The ex-dividend date was Tuesday, March 10th. Ameren’s payout ratio is currently 56.07%.

Key Ameren News

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Quarterly EPS beat — Ameren reported $1.28 EPS for Q1 vs. the Zacks/consensus $1.17 estimate, up from $1.07 a year ago, which supports investor confidence in earnings momentum. Ameren (AEE) Q1 Earnings Surpass Estimates
• Positive Sentiment: Reaffirmed FY‑2026 guidance — Management reaffirmed its 2026 EPS range of $5.25–$5.45, keeping the company on track with multi‑year targets and limiting downside from guidance cuts. Ameren Announces First Quarter 2026 Results
• Neutral Sentiment: Market commentary highlights results and outlook — Coverage (TipRanks, MarketBeat) frames the quarter as “strong” given the EPS beat and guidance reaffirmation, but notes mixed top‑line results. Ameren Posts Strong Q1 2026 Results, Reaffirms Guidance
• Neutral Sentiment: Deeper metric review available — Analysts and summaries compare key operating metrics to estimates and prior year performance (useful for modeling regulatory and weather impacts). Ameren (AEE) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: Revenue miss vs. consensus — Revenue was $2.18B vs. analyst expectations of $2.24B, a modest top‑line shortfall that could cap upside despite the EPS beat (revenue was still +3.8% YoY). View Press Release / Slide Deck

Hedge Funds Weigh In On Ameren

Institutional investors have recently added to or reduced their stakes in the company. Kovitz Investment Group Partners LLC purchased a new stake in shares of Ameren during the fourth quarter worth about $2,050,000. Compound Planning Inc. boosted its holdings in Ameren by 7.6% in the fourth quarter. Compound Planning Inc. now owns 2,476 shares of the utilities provider’s stock valued at $247,000 after purchasing an additional 174 shares during the last quarter. Invesco Ltd. grew its stake in Ameren by 2.9% during the 4th quarter. Invesco Ltd. now owns 5,290,191 shares of the utilities provider’s stock valued at $528,278,000 after purchasing an additional 149,952 shares in the last quarter. Corient Private Wealth LLC grew its stake in Ameren by 72.5% during the 4th quarter. Corient Private Wealth LLC now owns 71,177 shares of the utilities provider’s stock valued at $7,108,000 after purchasing an additional 29,920 shares in the last quarter. Finally, Mercer Global Advisors Inc. ADV increased its holdings in Ameren by 12.2% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 27,388 shares of the utilities provider’s stock worth $2,735,000 after purchasing an additional 2,979 shares during 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.