Ameren (NYSE:AEE) Issues FY 2026 Earnings Guidance

Ameren (NYSE:AEE) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 5.250-5.450 for the period, compared to the consensus estimate of 5.370. The company issued revenue guidance of -.

Ameren Price Performance

Shares of AEE traded down $1.21 during mid-day trading on Thursday, hitting $108.76. The company’s stock had a trading volume of 1,966,964 shares, compared to its average volume of 1,730,338. The firm has a 50-day simple moving average of $111.01 and a 200 day simple moving average of $109.54. The firm has a market capitalization of $30.10 billion, a P/E ratio of 19.56, a P/E/G ratio of 2.72 and a beta of 0.47. The company has a current ratio of 0.62, a quick ratio of 0.44 and a debt-to-equity ratio of 1.39. Ameren has a 1-year low of $96.57 and a 1-year high of $118.32.

Ameren (NYSE:AEE) last issued its earnings results on Thursday, July 30th. The utilities provider reported $1.13 EPS for the quarter, topping the consensus estimate of $1.08 by $0.05. Ameren had a net margin of 17.17% and a return on equity of 10.94%. The company had revenue of $2.09 billion for the quarter, compared to analyst estimates of $2.27 billion. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. Analysts predict that Ameren will post 5.39 EPS for the current fiscal year.

Ameren Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Tuesday, June 9th were given a dividend of $0.75 per share. The ex-dividend date was Tuesday, June 9th. This represents a $3.00 dividend on an annualized basis and a yield of 2.8%. Ameren’s payout ratio is presently 53.96%.

Analyst Upgrades and Downgrades

AEE has been the subject of a number of recent research reports. BTIG Research set a $126.00 price objective on shares of Ameren in a research note on Thursday, July 23rd. JPMorgan Chase & Co. upped their target price on Ameren from $126.00 to $137.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. KeyCorp upgraded Ameren from a “sector weight” rating to an “overweight” rating and set a $122.00 target price on the stock in a report on Thursday, July 23rd. BMO Capital Markets dropped their price target on Ameren from $121.00 to $119.00 and set an “outperform” rating for the company in a research report on Wednesday, July 22nd. Finally, Barclays boosted their price target on Ameren from $116.00 to $117.00 and gave the stock an “equal weight” rating in a report on Thursday, July 9th. Ten research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $121.50.

Insider Buying and Selling

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

More Ameren News

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Ameren posted second-quarter net income attributable to common shareholders of $314 million, or $1.13 per diluted share, up from $275 million, or $1.01 per share, a year earlier. EPS exceeded the $1.08 analyst consensus by $0.05. Ameren Announces Second Quarter 2026 Results
• Positive Sentiment: The utility reaffirmed its 2026 adjusted EPS guidance range of $5.25 to $5.45, broadly consistent with analysts’ expectations. Ameren Missouri earnings increased to $157 million from $150 million, while Ameren Transmission earnings rose to $96 million from $86 million, reflecting benefits from infrastructure investments. Ameren posts stronger second-quarter 2026 earnings growth
• Neutral Sentiment: Ameren’s earnings growth was partly offset by higher operations and maintenance expenses. Institutional positioning was mixed in the latest reported quarter, with 449 investors adding shares and 294 reducing positions.
• Negative Sentiment: Second-quarter operating revenue fell to $2.092 billion from $2.221 billion a year earlier and missed the $2.27 billion consensus estimate. The revenue shortfall may raise concerns about near-term demand and operating execution despite the EPS beat. Ameren Q2 2026 Net Income Rises to $314 Million
• Negative Sentiment: Ameren’s internal analysis reportedly shows that its planned large gas plant would still leave the Midwest short of power and reserves needed to meet rising data-center demand. That could increase scrutiny during next month’s approval process and add execution, regulatory and capital-spending risk. Reuters analysis of Ameren’s planned gas plant
• Negative Sentiment: Reported insider-trading data showed nine insider sales and no purchases over the past six months, a secondary signal that may temper investor confidence.

Institutional Investors Weigh In On Ameren

A number of institutional investors have recently added to or reduced their stakes in AEE. Caitong International Asset Management Co. Ltd lifted its stake in shares of Ameren by 285.5% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 266 shares of the utilities provider’s stock valued at $28,000 after purchasing an additional 197 shares in the last quarter. Garton & Associates Financial Advisors LLC acquired a new stake in Ameren during the 4th quarter worth approximately $29,000. Osterweis Capital Management Inc. raised its holdings in Ameren by 6,040.0% in the second quarter. Osterweis Capital Management Inc. now owns 307 shares of the utilities provider’s stock valued at $29,000 after buying an additional 302 shares during the period. Wiser Advisor Group LLC purchased a new position in Ameren in the third quarter valued at approximately $35,000. Finally, Sunbelt Securities Inc. acquired a new position in Ameren during the third quarter valued at approximately $37,000. 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.