Zacks Research Weighs in on Ameren’s Q4 Earnings (NYSE:AEE)

Ameren Co. (NYSE:AEE) – Zacks Research decreased their Q4 2025 earnings per share estimates for shares of Ameren in a report released on Thursday, March 6th. Zacks Research analyst R. Department now expects that the utilities provider will post earnings per share of $1.19 for the quarter, down from their previous estimate of $1.20. The consensus estimate for Ameren’s current full-year earnings is $4.93 per share. Zacks Research also issued estimates for Ameren’s Q3 2026 earnings at $1.63 EPS.

Other research analysts also recently issued reports about the company. BMO Capital Markets increased their target price on Ameren from $100.00 to $105.00 and gave the company an “outperform” rating in a research report on Tuesday, February 18th. Barclays increased their target price on Ameren from $95.00 to $102.00 and gave the company an “equal weight” rating in a research report on Tuesday, March 4th. Evercore ISI upgraded Ameren from an “in-line” rating to an “outperform” rating and increased their target price for the company from $89.00 to $104.00 in a research report on Tuesday, January 21st. Finally, Morgan Stanley increased their target price on Ameren from $86.00 to $94.00 and gave the company an “equal weight” rating in a research report on Friday, December 13th. One investment analyst has rated the stock with a sell rating, four have given a hold rating, six have issued a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $93.40.

Ameren Trading Up 1.5 %

AEE stock opened at $98.55 on Monday. Ameren has a 1-year low of $69.39 and a 1-year high of $104.10. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.66 and a quick ratio of 0.44. The company has a market capitalization of $26.60 billion, a price-to-earnings ratio of 22.30, a PEG ratio of 2.97 and a beta of 0.48. The business has a 50 day simple moving average of $94.85 and a two-hundred day simple moving average of $90.39.

Ameren (NYSE:AEE) last released its quarterly earnings results on Thursday, February 13th. The utilities provider reported $0.77 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.83 by ($0.06). Ameren had a net margin of 15.51% and a return on equity of 10.34%. During the same period in the prior year, the company earned $0.60 EPS.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of AEE. Synergy Investment Management LLC purchased a new position in Ameren during the fourth quarter valued at approximately $25,000. Roxbury Financial LLC purchased a new position in Ameren during the fourth quarter valued at approximately $27,000. Quarry LP purchased a new position in Ameren during the fourth quarter valued at approximately $31,000. Lee Danner & Bass Inc. purchased a new position in Ameren during the fourth quarter valued at approximately $38,000. Finally, Optiver Holding B.V. raised its position in Ameren by 78.7% during the fourth quarter. Optiver Holding B.V. now owns 470 shares of the utilities provider’s stock valued at $42,000 after acquiring an additional 207 shares in the last quarter. 79.09% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, Director Craig S. Ivey sold 2,716 shares of the firm’s stock in a transaction dated Wednesday, February 19th. The stock was sold at an average price of $98.27, for a total value of $266,901.32. Following the completion of the transaction, the director now directly owns 14,495 shares in the company, valued at $1,424,423.65. This trade represents a 15.78 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Chonda J. Nwamu sold 5,500 shares of the firm’s stock in a transaction dated Tuesday, March 4th. The stock was sold at an average price of $101.37, for a total value of $557,535.00. Following the completion of the transaction, the executive vice president now owns 43,344 shares of the company’s stock, valued at approximately $4,393,781.28. The trade was a 11.26 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 12,959 shares of company stock valued at $1,316,712. 0.42% of the stock is currently owned by corporate insiders.

Ameren Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Tuesday, March 11th will be issued a $0.71 dividend. This represents a $2.84 annualized dividend and a yield of 2.88%. The ex-dividend date is Tuesday, March 11th. This is an increase from Ameren’s previous quarterly dividend of $0.67. Ameren’s dividend payout ratio (DPR) is currently 64.25%.

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.