Ameren (NYSE:AEE) Announces Earnings Results

Key Points

• Q1 EPS beat: Ameren reported $1.28 EPS vs. $1.17 expected and $2.18B in revenue (below estimates), and updated FY2026 guidance to 5.250–5.450 EPS.
• Dividend hike: The company raised its quarterly dividend from $0.71 to $0.75 ( $3.00 annualized), implying a ~2.7% yield and a payout ratio of 56.07%.
• Market and analyst view: AEE traded around $111.50 with a PE of 20.8, while analysts have an average price target of $117.31 and a consensus rating of "Moderate Buy."

Ameren (NYSE:AEE - Get Free Report) posted its quarterly earnings results on Tuesday. The utilities provider reported $1.28 EPS for the quarter, topping analysts' consensus estimates of $1.17 by $0.11, Zacks reports. The business had revenue of $2.18 billion during the quarter, compared to analysts' expectations of $2.24 billion. Ameren had a net margin of 16.55% and a return on equity of 10.69%. Ameren updated its FY 2026 guidance to 5.250-5.450 EPS.

Ameren Stock Performance

AEE stock traded down $0.89 during mid-day trading on Tuesday, hitting $111.50. The company had a trading volume of 1,403,350 shares, compared to its average volume of 1,706,118. The firm has a market cap of $30.85 billion, a PE ratio of 20.84, a price-to-earnings-growth ratio of 2.30 and a beta of 0.50. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.46 and a current ratio of 0.66. Ameren has a 12 month low of $93.27 and a 12 month high of $115.58. The stock's fifty day moving average price is $111.07 and its two-hundred day moving average price is $105.82.

Ameren Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 10th were given a $0.75 dividend. This is a positive change from Ameren's previous quarterly dividend of $0.71. This represents a $3.00 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend was Tuesday, March 10th. Ameren's payout ratio is presently 56.07%.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on AEE shares. Mizuho set a $117.00 price objective on shares of Ameren in a report on Friday, February 13th. Barclays lifted their price objective on shares of Ameren from $104.00 to $116.00 and gave the company an "equal weight" rating in a report on Wednesday, April 15th. Royal Bank Of Canada reiterated a "sector perform" rating and set a $116.00 price objective on shares of Ameren in a report on Friday, January 23rd. JPMorgan Chase & Co. lifted their price objective on shares of Ameren from $108.00 to $111.00 and gave the company a "neutral" rating in a report on Thursday, January 15th. Finally, Wells Fargo & Company restated an "overweight" rating and set a $120.00 price target on shares of Ameren in a report on Tuesday, April 21st. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $117.31.

Institutional Trading of Ameren

Hedge funds have recently added to or reduced their stakes in the stock. IFC & Insurance Marketing Inc. bought a new stake in Ameren in the fourth quarter worth about $98,000. Ossiam bought a new stake in shares of Ameren in the second quarter valued at approximately $92,000. Geneos Wealth Management Inc. raised its position in shares of Ameren by 89.6% in the second quarter. Geneos Wealth Management Inc. now owns 855 shares of the utilities provider's stock valued at $82,000 after purchasing an additional 404 shares during the period. MUFG Securities EMEA plc bought a new stake in shares of Ameren in the second quarter valued at approximately $76,000. Finally, WFA of San Diego LLC bought a new stake in shares of Ameren in the second quarter valued at approximately $58,000. 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.

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