Ameren Corporation (NYSE:AEE) Stock Rated "Moderate Buy" by Sell-Side Brokerages

Key Points

• Analyst sentiment is moderately bullish: 13 of 20 covering brokerages rate Ameren a buy and seven recommend holding; the average 12-month price target is $117.43.
• Ameren beat third-quarter estimates: EPS was $2.42 versus $2.29 expected, while revenue reached $2.88 billion, up 6.8% year over year. The article also links stronger guidance expectations to data-center demand.
• The company declared a quarterly dividend of $0.75 per share, or $3.00 annualized, for a yield of about 2.7%.

Ameren Corporation (NYSE:AEE - Get Free Report) has received an average recommendation of "Moderate Buy" from the twenty brokerages that are presently covering the firm, MarketBeat reports. Seven research analysts have rated the stock with a hold rating and thirteen have given a buy rating to the company. The average 12-month target price among brokers that have issued a report on the stock in the last year is $117.43.

Several research firms have weighed in on AEE. Morgan Stanley increased their target price on Ameren from $108.00 to $109.00 and gave the company an "equal weight" rating in a research note on Wednesday, October 21st. Royal Bank Of Canada upped their price target on Ameren from $107.00 to $115.00 in a research note on Monday, October 26th. HSBC started coverage on Ameren in a research note on Thursday, October 22nd. They issued a "buy" rating and a $119.10 price target for the company. Truist Financial cut their price target on shares of Ameren from $120.00 to $116.00 and set a "buy" rating on the stock in a research report on Wednesday, October 14th. Finally, Weiss Ratings reissued a "buy (b)" rating on shares of Ameren in a research note on Friday, August 7th.

Ameren News Summary

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Q3 earnings and revenue beat expectations. Ameren reported adjusted and GAAP diluted EPS of $2.42, versus analysts’ $2.29 estimate, and revenue of $2.88 billion, above the $2.82 billion forecast. Revenue rose 6.8% year over year. The earnings beat and reported guidance lift linked to data-center demand may support investor expectations for growth. Ameren Announces Third Quarter 2026 Results Ameren beats Q3 2026 estimates and lifts guidance on data center demand
• Neutral Sentiment: Insider sale was made under a pre-arranged plan. Director Michael Moehn sold 6,500 shares, about 3.25% of his direct holdings. The transaction was conducted under a Rule 10b5-1 plan, which makes it less clearly indicative of a changed outlook. SEC filing
• Negative Sentiment: Scotiabank’s rating remains cautious. The firm raised its 2026 EPS estimate slightly to $5.41 from $5.38, but maintained a “Sector Perform” rating and a $104 price target. This November 2 assessment predates the earnings release. Scotiabank estimate and rating

Ameren Price Performance

Ameren stock opened at $113.09 on Friday. The business's 50-day simple moving average is $104.77 and its 200 day simple moving average is $108.46. The company has a quick ratio of 0.37, a current ratio of 0.53 and a debt-to-equity ratio of 1.38. The stock has a market cap of $31.31 billion, a price-to-earnings ratio of 19.91, a P/E/G ratio of 3.30 and a beta of 0.42. Ameren has a 12-month low of $96.57 and a 12-month high of $118.32.

Ameren (NYSE:AEE - Get Free Report) last announced its quarterly earnings data on Thursday, November 5th. The utilities provider reported $2.42 earnings per share for the quarter, beating the consensus estimate of $2.29 by $0.13. Ameren had a net margin of 17.86% and a return on equity of 10.95%. The business had revenue of $2.88 billion for the quarter, compared to analyst estimates of $2.82 billion. During the same period in the prior year, the business posted $2.17 earnings per share. Ameren's revenue was up 6.8% compared to the same quarter last year. As a group, research analysts anticipate that Ameren will post 5.41 earnings per share for the current year.

Ameren Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 31st. Stockholders of record on Tuesday, December 8th will be given a dividend of $0.75 per share. This represents a $3.00 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend is Tuesday, December 8th. Ameren's dividend payout ratio (DPR) is currently 52.82%.

Insiders Place Their Bets

In other Ameren news, insider Michael Moehn sold 6,500 shares of the stock in a transaction dated Tuesday, November 3rd. The stock was sold at an average price of $110.72, for a total value of $719,680.00. Following the completion of the sale, the insider directly owned 193,790 shares in the company, valued at $21,456,428.80. This represents a 3.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Theresa Shaw sold 325 shares of the firm's stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $108.93, for a total transaction of $35,402.25. Following the sale, the senior vice president owned 32,340 shares in the company, valued at $3,522,796.20. This trade represents a 0.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 7,073 shares of company stock worth $781,254 over the last ninety days. 0.29% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Ameren

Hedge funds have recently modified their holdings of the stock. Endeavor Private Wealth Inc. lifted its stake in Ameren by 6.1% during the third quarter. Endeavor Private Wealth Inc. now owns 3,615 shares of the utilities provider's stock worth $359,000 after purchasing an additional 207 shares during the last quarter. Maryland State Retirement & Pension System grew its holdings in Ameren by 12.9% during the 3rd quarter. Maryland State Retirement & Pension System now owns 17,058 shares of the utilities provider's stock worth $1,695,000 after acquiring an additional 1,944 shares during the period. First Command Advisory Services Inc. boosted its stake in Ameren by 18.3% during the third quarter. First Command Advisory Services Inc. now owns 1,308 shares of the utilities provider's stock worth $130,000 after acquiring an additional 202 shares in the last quarter. Lido Advisors LLC grew its holdings in Ameren by 7.0% in the third quarter. Lido Advisors LLC now owns 14,289 shares of the utilities provider's stock worth $1,420,000 after purchasing an additional 937 shares during the period. Finally, United Capital Management of KS Inc. increased its stake in Ameren by 1.4% in the third quarter. United Capital Management of KS Inc. now owns 15,096 shares of the utilities provider's stock valued at $1,500,000 after purchasing an additional 209 shares in the last quarter. Institutional investors own 79.09% of the company's stock.

About Ameren

Ameren Corporation is a regulated electric and natural gas utility holding company headquartered in St. Louis, Missouri. Through its operating companies, Ameren Missouri and Ameren Illinois, the company provides electric generation, transmission and distribution services, as well as natural gas distribution.

Ameren serves approximately 2.5 million electric customers and more than 900,000 natural gas customers across Missouri and Illinois. Its operations include a diverse generation portfolio and infrastructure designed to deliver reliable energy to residential, commercial and industrial customers, while supporting the transition toward cleaner energy resources.

Ameren was formed in 1997 through the merger of Union Electric Company and CIPSCO Inc The company is led by Martin J.

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