Ameren CorporationNYSE: AEE
Utilities · Multi-Utilities
$108.85
-0.90%
Vol: 77K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Ameren held annual meeting May 14, declared quarterly dividend of $0.75 amid recent share price pullbackNeutral▶
Ameren Corporation held its annual shareholder meeting on May 14, 2026, where investors elected 12 directors and ratified PwC as auditor. The board declared a quarterly cash dividend of $0.75 per share on May 15. The stock has experienced about a 4% decline over the past month despite the company reaffirming 2026 earnings guidance of $5.25-$5.45 per diluted share following Q1 net income of $357M, or $1.28 per share. Analysts have price targets ranging from $105 to $136 with a consensus Buy. Risk: utility sector dynamics and warmer-than-normal winter temperatures hurt Q1 retail sales, while higher interest expense remains a headwind.
May 20No significant overnight updatesNeutral▶
No material news in the last 48 hours. Recent context: May 15 declaration of $0.75 quarterly dividend; May 14 annual shareholder meeting; Q1 2026 EPS of $1.28 vs $1.07 prior year reported May 5 with full-year guidance reaffirmed at $5.25-$5.45.
May 19Ameren declares $0.75 quarterly dividend on May 15 after Q1 EPS rose to $1.28; Truist cuts price target to $121Mixed▶
On May 15, 2026, Ameren's board declared a quarterly cash dividend of $0.75 per share on common stock. Q1 2026 net income was $357M, or $1.28 per diluted share, up from $1.07 in Q1 2025, and the company reaffirmed full-year 2026 guidance of $5.25-$5.45 per diluted share. The company also held its annual shareholder meeting on May 14, 2026, where the full board was re-elected and executive compensation received advisory approval. Truist analyst Richard Sunderland lowered the price target on AEE to $121 from $126 while maintaining a Buy rating. Shares were around $106 in mid-May, down ~4% over the past month despite a positive YTD return. Risk: warmer-than-normal winter weather reduced retail electric sales in Missouri, partially offsetting infrastructure-investment earnings.
May 18Ameren held its annual meeting May 14 with shareholders re-electing 12 directors and faces potential 90-day data center moratorium in Logan CountyMixed▶
Ameren Corporation held its virtual 2026 annual meeting on May 14, with shareholders re-electing 12 directors, approving executive compensation on an advisory basis, and ratifying PwC as auditor. The board declared a $0.75 quarterly dividend payable June 30 (5.6% increase aligns with regulated utility growth-spending model). Q1 2026 EPS of $1.28 beat estimates with 19.6% YoY EPS growth, and management reaffirmed 2026 guidance of $5.25-$5.45 per share. A potential 90-day moratorium on data center construction in Logan County is creating concern for future projects. Stock is down ~4% over both 1-month and 3-month periods.
May 15Missouri PSC approves Ameren's 800-MW Big Hollow Energy Center with first large-scale battery storage in the statePositive▶
Ameren Missouri received Missouri Public Service Commission approval to construct the Big Hollow Energy Center, an 800-MW simple-cycle natural gas facility paired with Missouri's first large-scale battery storage, in Jefferson County. The project supports rising data-center demand and reliability needs. The approval follows Q1 2026 results showing net income of $357M ($1.28/share) vs $289M ($1.07) a year earlier, with 2026 EPS guidance reaffirmed at $5.25-$5.45. Ameren also raised its quarterly dividend 5.6% to $0.75/share and elected Timothy S. Rausch to the board (effective March 1). Consensus rating is Buy with a 12-month target of $115.83. CEO Marty Lyons' 2025 compensation of over $14M, including ~$200k in personal aircraft usage, has drawn some governance scrutiny.
May 14Ameren holds May 14 annual meeting after Q1 EPS jumps 20% to $1.28 on infrastructure investment surge and reaffirmed guidance.Positive▶
Ameren holds its virtual 2026 Annual Meeting on May 14, 2026, with shareholders voting on 12 directors, executive pay advisory, and PwC auditor ratification. Q1 2026 results (May 6) showed net income of $357M or $1.28 EPS (vs. $1.07 prior year, +19.6%), beating $1.18 consensus, though revenue of $2.18B fell short of $2.25B expected. The company executed over $1.5B in infrastructure investments focused on grid resilience and battery storage projects, supporting its data-center demand narrative. Ameren reaffirmed full-year 2026 EPS guidance of $5.25-$5.45. Morgan Stanley lowered price target to $117 from $119 on April 21. UBS also recently cut its target. CEO Marty Lyons received over $14M in 2025 compensation, up nearly 50%.
May 13No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 12Ameren beats Q1 2026 EPS estimates at $1.28, reaffirms full-year $5.25-$5.45 guidance amid record infrastructure spendPositive▶
Ameren reported Q1 2026 EPS of $1.28 on May 5, beating $1.18 consensus, while revenue of $2.18B missed $2.25B. The utility deployed over $1.5B in the quarter for grid reliability and resiliency. New generation came online: Bowling Green Energy Center (50 MW) in March and Split Rail Energy Center (300 MW) entered final commissioning—together able to serve 63,000+ homes. Management reaffirmed FY26 diluted EPS guidance of $5.25-$5.45 (vs $5.37 consensus). Wells Fargo raised target to $120 from $113 (Overweight) on April 21, increasing valuation multiple to 17.5x. Wall Street Zen downgraded to Sell. CEO Lyons cited rising energy demand supporting investment plans.
May 11Ameren beats Q1 EPS at $1.28 with 20% jump on infrastructure spend; Wells Fargo raises target to $120Positive▶
On May 5, 2026, Ameren reported Q1 2026 net income of $357 million ($1.28 EPS) vs $289 million ($1.07) prior year, beating $1.18 consensus, though revenue of $2.18B missed $2.25B estimate. Performance driven by infrastructure investment earnings offset by warmer winter cutting Missouri electric retail sales. Over $1.5 billion in capex deployed in the quarter. The Bowling Green Energy Center (50 MW) started service in March, and Split Rail (300 MW) is in final commissioning. Ameren reaffirmed FY2026 EPS guidance of $5.25-$5.45. Wells Fargo raised PT to $120 from $113 (Overweight).
May 8Ameren reaffirmed 2026 guidance at $5.25-$5.45 EPS after Q1 earnings of $1.28 per share.Neutral▶
Ameren Corporation reported Q1 2026 net income of $357 million or $1.28 per diluted share vs. $1.07 prior year. The company reaffirmed 2026 full-year guidance of $5.25-$5.45 per share. Q1 results reflected earnings on infrastructure investments for reliability while partially offset by lower Missouri electric retail sales due to warmer-than-normal winter temperatures. Timothy S. Rausch was elected to the Board effective March 1, 2026. Analyst consensus is Buy with 12-month price target of $115.83. Wells Fargo raised target to $120 from $113 in April 2026.
May 7Ameren reported Q1 2026 EPS of $1.28, up 19.6% YoY, and reaffirmed full-year 2026 guidance of $5.25-$5.45.Positive▶
Ameren Corporation reported Q1 2026 net income of $357 million with diluted EPS of $1.28, up 19.6% from $1.07 in Q1 2025. Results reflected earnings on $1.5+ billion in infrastructure investments and capital expenditures surged 47.9% to $1.56 billion. Two major generation projects began service (50 MW and 300 MW), and 2.2 GW of energy service agreements signed in Missouri. The company reaffirmed 2026 EPS guidance of $5.25-$5.45.
May 6Ameren posts Q1 2026 earnings beat: $1.28 EPS vs $1.17 forecast; reaffirms 2026 guidance $5.25-$5.45Positive▶
Ameren Corporation reported Q1 2026 net income of $357 million, or $1.28 EPS, beating consensus $1.17 estimate by $0.11. Company reaffirmed 2026 earnings guidance of $5.25-$5.45 per share. Deployed $1.5 billion for infrastructure to improve system reliability; automation and grid upgrades avoided 4.3 million outage minutes. Bowling Green Energy Center (50 MW) began service March; Split Rail Center (300 MW) in final commissioning. AI data center demand benefiting revenue growth. RBC reaffirmed Hold April 29; Morgan Stanley lowered to $117 from $119; Wells Fargo raised to $120 from $113. Infrastructure momentum offsets regulatory and litigation headwinds.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| AEEAMEREN | $108.85 | -0.90% | +2.3% | 18.9x | 0.51 | $30.4B |
| NEENEXTERA | $85.63 | -4.53% | +0.7% | 20.4x | 0.72 | $187.1B |
| DDOMINION | $67.91 | -0.56% | +1.1% | 17.9x | 0.64 | $60.1B |
| SRESEMPRA | $91.59 | +0.04% | +1.5% | 16.5x | 0.60 | $59.8B |
| XELXCEL | $78.07 | -2.66% | +2.7% | 17.7x | 0.42 | $50.1B |
| EDCONSOLIDATED | $107.61 | +0.19% | +0.8% | 16.6x | 0.29 | $39.6B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price between 50d and 200d. Testing 50d support.