Ameren (NYSE:AEE) Hits New 12-Month High Following Strong Earnings

Ameren Corporation (NYSE:AEE) reached a new 52-week high on Thursday following a better than expected earnings announcement. The company traded as high as $108.90 and last traded at $108.5960, with a volume of 348085 shares. The stock had previously closed at $106.02.

The utilities provider reported $0.78 EPS for the quarter, beating analysts’ consensus estimates of $0.77 by $0.01. The company had revenue of $1.78 billion for the quarter, compared to the consensus estimate of $1.69 billion. Ameren had a return on equity of 10.90% and a net margin of 16.55%.The company’s revenue for the quarter was down 8.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.77 earnings per share.

Ameren Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 10th will be paid a $0.75 dividend. This is a positive change from Ameren’s previous quarterly dividend of $0.71. The ex-dividend date of this dividend is Tuesday, March 10th. This represents a $3.00 dividend on an annualized basis and a dividend yield of 2.7%. Ameren’s payout ratio is presently 54.62%.

More Ameren News

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Q4 EPS beat consensus and full‑year results/guide look solid — Ameren reported $0.78 in Q4 EPS (vs. $0.77 consensus) and stronger retail results in Missouri; the company also affirmed 2026 earnings guidance and issued long‑term growth guidance, which supports higher investor confidence. Ameren beats quarterly profit estimates on higher electricity rates (Reuters)
• Positive Sentiment: Missouri regulatory/asset wins boost reliability and capacity — regulators approved the Big Hollow integrated gas + battery project (800 MW gas + 400 MW battery) and Ameren filed an updated Smart Energy Plan that management says improved storm resilience — both reduce outage risk and support ratebase growth. Missouri approves first-of-its-kind resource to boost energy reliability (PR Newswire)
• Positive Sentiment: Smart Energy Plan emphasizes grid upgrades and faster storm restoration — the Missouri Smart Energy Plan filing signals continued capital deployment that should be recoverable through rates and supports the utility’s regulated earnings trajectory. Ameren Missouri is building a stronger grid and delivering reliability for customers (PR Newswire)
• Neutral Sentiment: Revenue fell year‑over‑year but operating strength lifted full‑year earnings — Q4 revenue declined ~8.2% y/y, yet higher operating income and sales volumes helped lift 2025 earnings; watch trendlines for volume and margin sustainability. Ameren Q4 Earnings Higher Than Expected, Revenues Decline Y/Y (Zacks)
• Neutral Sentiment: Earnings call and transcript provide detail for investors — the call highlighted growth drivers and regulatory progress; transcript is available for deeper read on rate case timing and guidance assumptions. Ameren Corporation (AEE) Q4 2025 Earnings Call Transcript (Seeking Alpha)
• Negative Sentiment: Growth capital is accelerating — management signaled a surge in capital spending and infrastructure investment to fund reliability and clean energy transition; this boosts ratebase long‑term but could pressure near‑term cash flow, leverage and credit metrics if recoveries or rate timing lag. Ameren’s Earnings Call Highlights Growth, Capital Surge (TipRanks)

Analysts Set New Price Targets

A number of research analysts have commented on AEE shares. Argus upgraded Ameren to a “strong-buy” rating in a research note on Wednesday, December 10th. UBS Group decreased their target price on Ameren from $121.00 to $115.00 and set a “buy” rating on the stock in a research note on Wednesday, December 17th. Barclays lowered their target price on Ameren from $111.00 to $104.00 and set an “equal weight” rating for the company in a report on Thursday, January 15th. JPMorgan Chase & Co. boosted their price target on shares of Ameren from $108.00 to $111.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. Finally, KeyCorp lowered shares of Ameren from an “overweight” rating to a “sector weight” rating in a research note on Friday, December 12th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Ameren has an average rating of “Hold” and a consensus price target of $109.60.

Insider Transactions at Ameren

In other Ameren news, insider Michael L. Moehn sold 6,500 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $103.60, for a total transaction of $673,400.00. Following the transaction, the insider owned 193,076 shares of the company’s stock, valued at approximately $20,002,673.60. This trade represents a 3.26% 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. 0.42% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of the stock. Allstate Corp purchased a new position in shares of Ameren in the 3rd quarter worth about $1,050,000. Massachusetts Financial Services Co. MA increased its position in Ameren by 4.7% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,787,278 shares of the utilities provider’s stock worth $186,556,000 after purchasing an additional 79,763 shares in the last quarter. Y Intercept Hong Kong Ltd purchased a new position in Ameren in the third quarter valued at approximately $1,097,000. State Board of Administration of Florida Retirement System lifted its position in Ameren by 1.1% during the second quarter. State Board of Administration of Florida Retirement System now owns 255,152 shares of the utilities provider’s stock valued at $24,505,000 after buying an additional 2,750 shares in the last quarter. Finally, Benjamin Edwards Inc. grew its stake in Ameren by 119.0% during the third quarter. Benjamin Edwards Inc. now owns 77,315 shares of the utilities provider’s stock worth $8,070,000 after buying an additional 42,004 shares during the period. Institutional investors and hedge funds own 79.09% of the company’s stock.

Ameren Stock Up 3.4%

The firm’s 50-day moving average price is $101.49 and its 200-day moving average price is $102.06. The company has a debt-to-equity ratio of 1.49, a current ratio of 0.93 and a quick ratio of 0.64. The company has a market cap of $29.64 billion, a price-to-earnings ratio of 20.48, a price-to-earnings-growth ratio of 2.12 and a beta of 0.57.

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.