Ameren CorporationNYSE: AEE
Utilities · Multi-Utilities
$113.78
+0.11%
Vol: 1.1M
Research Digest
Friday, May 1, 2026
Ameren scheduled to release Q1 2026 results on May 5 with expected 9.4% EPS growth, affirming 6-8% compound annual rate guidance through 2030.
Ameren Corporation is set to report Q1 2026 earnings on May 5 with expected EPS of $1.17 (up 9.4% YoY) and revenue of $2.24 billion (up 6.8%), driven by infrastructure investments and increased electric demand. In February, AEE affirmed 2026 guidance of $5.25-$5.45 per diluted share and long-term 6-8% EPS CAGR through 2030. The company recently issued $400M senior notes and $900M in mortgage bonds for capital management. Analyst activity mixed.
Previous Market Intelligence
13 daysApr 30Ameren affirms 2026 guidance with 6-8% EPS compound growth through 2030Positive▶
Ameren announced 2025 results: $1,456M net income ($5.35/share) vs. $1,182M prior year ($4.42/share). Company affirmed 2026 guidance of $5.25-$5.45 EPS with 6-8% CAGR through 2030. Q1 2026 earnings expected May 5 with projected 9.4% YoY EPS growth to $1.17. Barclays raised price target to $116 from $104 while maintaining Hold. Recent capital structure moves include $400M senior notes offering due 2036. Stock returned 11.0% YTD and 16.4% over 1 year. Timothy Rausch elected to board March 1.
Apr 29Ameren affirms FY26 guidance $5.25-$5.45 EPS; 6-8% annual growth through 2030Positive▶
Ameren Corporation announced 2025 net income of $1,456M ($5.35 EPS) vs 2024 at $1,182M ($4.42 EPS). Adjusted 2025 EPS of $5.03 vs $4.63 prior year. Affirmed FY26 guidance of $5.25-$5.45 EPS with 6-8% compound annual EPS growth from 2026-2030. Analyst activity recent with Morgan Stanley raising target to $116 and Wells Fargo at $113 following modest earnings beat. Barclays raised target to $116 from $104 maintaining Hold. Stock trading at $111.91, up 11.0% YTD. Q1 2026 earnings due May 5 with consensus EPS of $1.17 (+9.4% YoY).
Apr 16Barclays raises target to $116 with hold rating; UBS reaffirms buy with price trim as utilities sector stabilizes.Positive▶
Ameren Corporation stock inched up 0.12% after major analyst price target adjustments reflected cautious optimism in the utilities sector. Barclays raised price target to $116 from $104 while maintaining hold rating, showing selective confidence in the company. UBS reaffirmed buy rating while trimming price target, reflecting belief in fundamentals despite sector headwinds. Sumitomo Mitsui reduced stake by 4.2% in 13F filing dated April 15, suggesting modest institutional concerns. Q1 2026 earnings webcast scheduled for May 6 will provide clarity on guidance and operational performance. Stock demonstrated resilience with $1.76 afterhours gain.
Apr 15Ameren raises quarterly dividend by 5.6% to $0.75 per share, affirms 2026 earnings guidance of $5.25-$5.45.Positive▶
Ameren Corporation announced a dividend increase of 5.6% to 75 cents per share in early 2026, demonstrating confidence in earnings growth. The utility affirmed 2026 earnings guidance and issued long-term growth guidance. UBS reaffirmed its buy rating while trimming the price target. The stock has reached an all-time high of $113.93 in March 2026. With 11 analysts recommending Buy and an average price target of $113.10, the stock appears modestly valued in a stable utilities sector.
Apr 14Ameren raises quarterly dividend 5.6% to 75 cents per share; FRP composite utility poles deployed.Positive▶
Ameren Corporation raised quarterly dividend by 5.6% to 75 cents per share in April 2026. Company affirmed 2026 earnings guidance of $5.25-$5.45 per diluted share with expected 6-8% EPS growth annually through 2030. Ameren strategically installed fiber reinforced polymer composite utility poles on April 1. Next earnings April 28.
Apr 13Ameren affirms 2026 earnings guidance and raises dividend 5.6% to $0.75 per share, supporting steady utility growth.Positive▶
Ameren raised quarterly dividend by 5.6% to $0.75 and affirmed 2026 earnings guidance of $5.25-$5.45 with expectations for 6%-8% EPS compound annual growth through 2030. Initiated utility pole infrastructure initiative across Illinois and Missouri. BMO Capital reaffirmed Buy. UBS also reaffirmed Buy. Stock at $111.68 with 2.6% dividend yield.
Apr 10Ameren Corp reaches all-time high of $114.05 on April 9 driven by grid modernization investments and data center demand.Positive▶
Ameren hit an all-time high on April 9, 2026, with strong momentum from infrastructure investments and a 20.5% annual return. The company raised its dividend for 12 consecutive years and issued $850M in bonds to fund grid modernization and data center power demand.
Apr 9Ameren reports 15.4% revenue growth and 23.2% earnings increase; board appoints Timothy RauschPositive▶
Ameren Corporation reported 2025 revenue of $8.47 billion, up 15.65% from $7.32 billion in 2024, and earnings of $1.46 billion, up 23.18%. Company appointed Timothy S. Rausch to board of directors effective March 1. Recent capital management includes $400 million senior notes due 2036 and $900 million first mortgage bonds offering. UBS reaffirmed buy rating while trimming price target. Morgan Stanley set target at $116 and Wells Fargo at $113. Consensus 12-month price target of $113.1 from 11 analysts with average Buy rating.
Apr 8Ameren beats Q4 earnings, reaffirms 2026 guidance; debt strategy shift supports growth runwayPositive▶
Ameren Corporation (AEE) reported Q4 2025 earnings beat with 2026 guidance reaffirmed at $5.25–$5.45 EPS. The company raised its annualized dividend to $3.00 per share. Capital management highlights include $400M senior notes (due 2036) and $900M first mortgage bonds, locking in long-term fixed rates and reducing refinancing risk. Ameren is positioned as high-growth play: 2.2 GW signed data center service agreements (Feb 2026), $33B capital runway through 2030, targeting 6% to 8% annual EPS growth. Stock trades at $111.68. UBS reaffirmed Buy while trimming price target; Morgan Stanley $116, Wells Fargo $113. Consensus Buy; average PT $113.10 (3.23% upside).
Apr 7Ameren beat 2025 earnings; affirmed 2026 guide; raised long-term EPS growth to 6-8%.Positive▶
Ameren 2025 GAAP EPS $5.35 vs $4.42, beat. Affirmed 2026 EPS $5.25-5.45 with 6-8% CAGR through 2030. Q4 beat from MO segment. Annual meeting May 14. Priced $400M 5% senior notes due 2036. $4.1B 2025 infrastructure investment. Argus PT $115 (Buy).
Apr 6Ameren Achieves Modest Gains; UBS Reaffirms Buy with Target TrimNeutral▶
Ameren Corporation (AEE) inched up 0.12% as UBS reaffirmed its buy rating while trimming the price target, reflecting cautious optimism. Argus raised its target to $115 from $108 on March 23, while Morgan Stanley set a new target of $116 and Wells Fargo at $113. The company recently issued $400M senior notes due 2036 and $900M in first mortgage bonds. Stock trading at $109.92 shows mixed signals with gains of 9.0% YTD but 3.0% decline over 30 days.
Apr 3Ameren reaffirmed 2026 EPS guidance of $5.25-$5.45 with a long-term 6-8% annual growth outlook through 2030.Neutral▶
Ameren reaffirmed 2026 EPS guidance of $5.25 to $5.45, signaling management confidence. Introduced long-term 6-8% annual EPS growth outlook through 2030. UBS reaffirmed buy rating while trimming PT. Valuation concerns persist as stock trades about 16.5% above Dividend Discount Model estimate. Average analyst PT is $113.45 with 11 Buy ratings.
Apr 2Ameren raises dividend 5.6% to $0.75 per share for 13th consecutive year; receives approval for Big Hollow Energy Center 800 MW hybrid facility.Positive▶
Ameren Corporation announced a 5.6% quarterly dividend increase to $0.75 per share, marking the 13th consecutive year of increases. The company also appointed Timothy S. Rausch to its board and received approval to build the Big Hollow Energy Center, a hybrid 800 MW natural gas and 400 MW battery storage facility expected online in 2028. UBS reaffirmed its buy rating. Morgan Stanley and Wells Fargo raised price targets to $116 and $113 respectively.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| AEEAMEREN | $113.78 | +0.11% | +2.0% | 19.6x | 0.53 | $31.4B |
| NEENEXTERA | $97.22 | -0.67% | +5.5% | 22.3x | 0.73 | $204.1B |
| SRESEMPRA | $94.87 | -0.26% | -3.0% | 17.2x | 0.68 | $62.1B |
| DDOMINION | $63.83 | -1.04% | +3.7% | 16.9x | 0.66 | $56.7B |
| XELXCEL | $82.67 | -0.34% | +3.2% | 18.3x | 0.44 | $51.8B |
| EDCONSOLIDATED | $110.85 | -0.57% | -2.7% | 17.2x | 0.34 | $41.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.