Ameren (NYSE:AEE) Releases FY 2026 Earnings Guidance

Key Points

• FY 2026 guidance: Ameren set EPS guidance of 5.250–5.450 for FY2026, roughly in line with the consensus of 5.36.
• Q1 results: The company reported Q1 EPS of $1.28, beating the $1.17 consensus, while revenue of $2.18 billion missed the $2.24 billion estimate.
• Dividend increase: Ameren raised its quarterly dividend to $0.75 (annualized $3.00), implying a ~2.7% yield and a payout ratio near 56%.

Ameren (NYSE:AEE - Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 5.250-5.450 for the period, compared to the consensus estimate of 5.360. The company issued revenue guidance of -.

Analyst Ratings Changes

AEE has been the topic of several research reports. Mizuho set a $117.00 price objective on shares of Ameren in a report on Friday, February 13th. Argus boosted their price objective on shares of Ameren from $108.00 to $115.00 and gave the stock a "buy" rating in a report on Monday, March 23rd. Truist Financial initiated coverage on shares of Ameren in a report on Monday, April 20th. They set a "buy" rating and a $126.00 price objective on the stock. BMO Capital Markets boosted their price objective on shares of Ameren from $112.00 to $120.00 and gave the stock an "outperform" rating in a report on Friday, February 13th. Finally, Weiss Ratings downgraded shares of Ameren from a "buy (b)" rating to a "buy (b-)" rating in a report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $117.31.

Ameren Stock Performance

Shares of NYSE:AEE traded down $0.89 on Tuesday, hitting $111.50. 1,403,352 shares of the company were exchanged, compared to its average volume of 1,706,118. The company's 50 day moving average price is $111.07 and its two-hundred day moving average price is $105.82. Ameren has a one year low of $93.27 and a one year high of $115.58. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.46 and a current ratio of 0.66. The firm has a market capitalization of $30.85 billion, a price-to-earnings ratio of 20.84, a PEG ratio of 2.30 and a beta of 0.50.

Ameren (NYSE:AEE - Get Free Report) last posted its earnings results on Tuesday, May 5th. The utilities provider reported $1.28 earnings per share for the quarter, beating analysts' consensus estimates of $1.17 by $0.11. The business had revenue of $2.18 billion for 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 has set its FY 2026 guidance at 5.250-5.450 EPS. Research analysts expect that Ameren will post 5.32 earnings per share for the current year.

Ameren Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Tuesday, March 10th were paid a $0.75 dividend. The ex-dividend date of this dividend was Tuesday, March 10th. This is an increase from Ameren's previous quarterly dividend of $0.71. This represents a $3.00 dividend on an annualized basis and a yield of 2.7%. Ameren's payout ratio is presently 56.07%.

Institutional Trading of Ameren

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Caitong International Asset Management Co. Ltd increased its stake in Ameren by 285.5% in the third quarter. Caitong International Asset Management Co. Ltd now owns 266 shares of the utilities provider's stock valued at $28,000 after acquiring an additional 197 shares during the period. Osterweis Capital Management Inc. increased its stake 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 acquiring an additional 302 shares during the period. Garton & Associates Financial Advisors LLC bought a new stake in Ameren in the fourth quarter valued at about $29,000. Wiser Advisor Group LLC bought a new stake in Ameren in the third quarter valued at about $35,000. Finally, Sunbelt Securities Inc. bought a new stake in Ameren in the third quarter valued at about $37,000. 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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