Ameren (NYSE:AEE) Issues Quarterly Earnings Results, Beats Expectations By $0.05 EPS

Ameren (NYSE:AEE) announced its earnings results on Thursday. The utilities provider reported $1.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.08 by $0.05, Zacks reports. Ameren had a return on equity of 10.94% and a net margin of 17.17%.The company had revenue of $2.09 billion for the quarter, compared to analyst estimates of $2.27 billion. During the same quarter in the previous year, the company earned $1.01 earnings per share. The firm’s quarterly revenue was down 5.8% compared to the same quarter last year. Ameren updated its FY 2026 guidance to 5.250-5.450 EPS.

Ameren Stock Up 1.0%

Shares of NYSE:AEE traded up $1.09 during trading on Friday, hitting $109.84. 675,120 shares of the company were exchanged, compared to its average volume of 1,722,550. The firm’s 50 day moving average price is $110.99 and its 200-day moving average price is $109.60. Ameren has a 12-month low of $96.57 and a 12-month high of $118.32. The company has a debt-to-equity ratio of 1.39, a current ratio of 0.62 and a quick ratio of 0.44. The stock has a market capitalization of $30.40 billion, a P/E ratio of 19.78, a PEG ratio of 2.66 and a beta of 0.47.

Ameren Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Tuesday, June 9th were given a dividend of $0.75 per share. This represents a $3.00 annualized dividend and a dividend yield of 2.7%. The ex-dividend date was Tuesday, June 9th. Ameren’s payout ratio is currently 53.96%.

Wall Street Analyst Weigh In

Several research firms recently issued reports on AEE. JPMorgan Chase & Co. increased their target price on Ameren from $126.00 to $137.00 and gave the stock an “overweight” rating in a research note on Thursday, July 16th. Weiss Ratings raised shares of Ameren from a “buy (b-)” rating to a “buy (b)” rating in a research note on Monday, May 11th. KeyCorp upgraded shares of Ameren from a “sector weight” rating to an “overweight” rating and set a $122.00 price objective for the company in a report on Thursday, July 23rd. Wall Street Zen upgraded Ameren from a “sell” rating to a “hold” rating in a research note on Saturday, July 25th. Finally, BMO Capital Markets lowered their price objective on Ameren from $121.00 to $119.00 and set an “outperform” rating for the company in a research report on Wednesday, July 22nd. Ten analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $121.50.

Key Ameren News

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Quarterly earnings exceeded expectations: Ameren reported second-quarter diluted EPS of $1.13, up from $1.01 a year earlier and above the $1.08 analyst consensus. Higher earnings were supported by infrastructure investments and lower fuel costs. Ameren Q2 Earnings Surpass Estimates, Revenues Decline Year Over Year
• Positive Sentiment: Profit and key operating segments improved: Net income attributable to common shareholders rose to $314 million from $275 million. Ameren Missouri earnings increased to $157 million, while Ameren Transmission earnings rose to $96 million, reflecting benefits from infrastructure investment. Ameren Announces Second Quarter 2026 Results
• Neutral Sentiment: 2026 guidance was reaffirmed: Ameren maintained its full-year EPS range of $5.25 to $5.45. The midpoint of $5.35 is slightly below the approximately $5.37 analyst consensus, suggesting limited room for an upward earnings revision. Ameren Earnings Results
• Negative Sentiment: Revenue declined and missed forecasts: Second-quarter revenue fell 5.8% year over year to $2.092 billion, below the $2.27 billion consensus estimate. Higher operations and maintenance expenses also partly offset gains from infrastructure investments. Ameren Q2 Earnings Key Metrics
• Negative Sentiment: Power-supply concerns add a longer-term risk: Ameren’s own analysis reportedly indicates that its planned large gas plant may not fully address the Midwest’s projected electricity and reserve shortfall, particularly as data-center demand rises. This could increase pressure for additional investment and regulatory approvals. Ameren Gas Plant and Midwest Power Crunch

Insider Transactions at Ameren

In other Ameren news, SVP Theresa A. Shaw sold 1,500 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $109.35, for a total transaction of $164,025.00. Following the transaction, the senior vice president owned 32,943 shares of the company’s stock, valued at approximately $3,602,317.05. This trade represents a 4.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.29% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Ameren

A number of hedge funds and other institutional investors have recently made changes to their positions in AEE. Lido Advisors LLC lifted its position in Ameren by 37.3% in the third quarter. Lido Advisors LLC now owns 15,097 shares of the utilities provider’s stock valued at $1,576,000 after purchasing an additional 4,098 shares during the period. Vident Advisory LLC lifted its holdings in shares of Ameren by 14.8% in the 2nd quarter. Vident Advisory LLC now owns 12,567 shares of the utilities provider’s stock valued at $1,207,000 after buying an additional 1,619 shares during the period. Andra AP fonden purchased a new stake in shares of Ameren in the fourth quarter valued at approximately $1,076,000. Scotia Capital Inc. purchased a new position in Ameren in the third quarter worth $895,000. Finally, Steward Partners Investment Advisory LLC increased its holdings in shares of Ameren by 2.7% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 8,780 shares of the utilities provider’s stock valued at $877,000 after purchasing an additional 227 shares in the last quarter. Hedge funds and other institutional investors own 79.09% of the company’s stock.

Ameren Company Profile

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.