KeyCorp Has Positive Estimate for Ameren Q3 Earnings

Key Points

• KeyCorp has raised its Q3 2025 earnings per share estimate for Ameren to $2.09, significantly up from a previous forecast of $1.03, and maintains an "Overweight" rating with a price target of $109.00.
• Ameren's quarterly revenue increased by 31.2% year-over-year to $2.22 billion, surpassing analyst expectations of $1.82 billion.
• The company has announced a quarterly dividend of $0.71 per share, with an annualized yield of 2.7%, which will be paid to shareholders on December 31st.

Ameren Corporation (NYSE:AEE - Free Report) - Equities researchers at KeyCorp increased their Q3 2025 earnings per share (EPS) estimates for shares of Ameren in a report released on Wednesday, October 15th. KeyCorp analyst S. Karp now expects that the utilities provider will post earnings per share of $2.09 for the quarter, up from their prior forecast of $1.03. KeyCorp has a "Overweight" rating and a $109.00 price target on the stock. The consensus estimate for Ameren's current full-year earnings is $4.93 per share. KeyCorp also issued estimates for Ameren's FY2027 earnings at $5.66 EPS and FY2028 earnings at $6.09 EPS.

Ameren (NYSE:AEE - Get Free Report) last issued its earnings results on Thursday, July 31st. The utilities provider reported $1.01 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.00 by $0.01. The company had revenue of $2.22 billion during the quarter, compared to analyst estimates of $1.82 billion. Ameren had a return on equity of 10.38% and a net margin of 14.55%.The firm's quarterly revenue was up 31.2% on a year-over-year basis. During the same quarter last year, the business posted $0.97 EPS. Ameren has set its FY 2025 guidance at 4.850-5.050 EPS.

Other equities research analysts also recently issued reports about the company. Barclays cut their price target on Ameren from $104.00 to $100.00 and set an "equal weight" rating on the stock in a research report on Thursday, July 10th. The Goldman Sachs Group raised Ameren from a "sell" rating to a "neutral" rating and increased their price target for the stock from $91.00 to $100.00 in a research report on Wednesday, June 25th. UBS Group increased their price target on Ameren from $111.00 to $114.00 and gave the stock a "buy" rating in a research report on Friday, July 11th. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Ameren in a research report on Wednesday, October 8th. Finally, Morgan Stanley cut their price target on Ameren from $105.00 to $104.00 and set an "equal weight" rating on the stock in a research report on Thursday, September 25th. Six analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $106.38.

Ameren Price Performance

Shares of AEE opened at $105.12 on Friday. The business's 50-day moving average is $101.46 and its two-hundred day moving average is $98.80. The company has a market capitalization of $28.43 billion, a P/E ratio of 23.10, a P/E/G ratio of 2.65 and a beta of 0.49. The company has a debt-to-equity ratio of 1.51, a quick ratio of 0.56 and a current ratio of 0.80. Ameren has a fifty-two week low of $85.27 and a fifty-two week high of $106.23.

Ameren Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Tuesday, December 9th will be given a dividend of $0.71 per share. The ex-dividend date is Tuesday, December 9th. This represents a $2.84 dividend on an annualized basis and a dividend yield of 2.7%. Ameren's dividend payout ratio (DPR) is 62.42%.

Insider Activity at Ameren

In other news, SVP Gwendolyn G. Mizell sold 1,000 shares of the firm's stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $101.79, for a total transaction of $101,790.00. Following the sale, the senior vice president directly owned 9,129 shares in the company, valued at $929,240.91. This trade represents a 9.87% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.42% of the stock is owned by company insiders.

Institutional Investors Weigh In On Ameren

Institutional investors have recently bought and sold shares of the company. MJT & Associates Financial Advisory Group Inc. acquired a new stake in Ameren in the 1st quarter worth about $25,000. NewSquare Capital LLC boosted its holdings in Ameren by 70.9% in the 2nd quarter. NewSquare Capital LLC now owns 258 shares of the utilities provider's stock worth $25,000 after buying an additional 107 shares during the last quarter. Osterweis Capital Management Inc. boosted its holdings in Ameren by 6,040.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 307 shares of the utilities provider's stock worth $29,000 after buying an additional 302 shares during the last quarter. Addison Advisors LLC boosted its holdings in Ameren by 728.9% in the 2nd quarter. Addison Advisors LLC now owns 315 shares of the utilities provider's stock worth $30,000 after buying an additional 277 shares during the last quarter. Finally, SouthState Corp acquired a new stake in Ameren in the 1st quarter worth about $34,000. 79.09% of the stock is currently owned by institutional investors and hedge funds.

About Ameren

Ameren Corporation, together with its subsidiaries, operates as a public utility holding company in the United States. The company operates through four segments: Ameren Missouri, Ameren Illinois Electric Distribution, Ameren Illinois Natural Gas, and Ameren Transmission. It engages in the rate-regulated electric generation, transmission, and distribution activities; and rate-regulated natural gas distribution business.

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