Zacks Research Has Strong Estimate for Ameren Q1 Earnings

Key Points

• Zacks Research has raised its Q1 2026 earnings per share estimate for Ameren to $1.11, up from a previous estimate of $1.10, with a full-year consensus estimate of $4.93 per share.
• Several financial institutions have updated their ratings on Ameren, with Goldman Sachs moving it from "sell" to "neutral" and increasing the price target to $100.00.
• Ameren recently declared a quarterly dividend of $0.71, representing an annual yield of 2.84%, with a payout ratio of approximately 62.97%.

Ameren Corporation (NYSE:AEE - Free Report) - Stock analysts at Zacks Research increased their Q1 2026 earnings per share (EPS) estimates for shares of Ameren in a research report issued to clients and investors on Wednesday, July 23rd. Zacks Research analyst R. Department now forecasts that the utilities provider will earn $1.11 per share for the quarter, up from their previous forecast of $1.10. The consensus estimate for Ameren's current full-year earnings is $4.93 per share. Zacks Research also issued estimates for Ameren's Q2 2026 earnings at $1.17 EPS.

Several other equities research analysts have also recently weighed in on AEE. BMO Capital Markets increased their price objective on Ameren from $106.00 to $108.00 and gave the stock an "outperform" rating in a report on Monday, May 5th. UBS Group increased their price objective on Ameren from $111.00 to $114.00 and gave the stock a "buy" rating in a report on Friday, July 11th. Wells Fargo & Company increased their price objective on Ameren from $108.00 to $112.00 and gave the stock an "overweight" rating in a report on Wednesday, May 14th. Morgan Stanley dropped their price objective on Ameren from $102.00 to $100.00 and set an "equal weight" rating for the company in a report on Wednesday, June 18th. Finally, Barclays dropped their price objective on Ameren from $104.00 to $100.00 and set an "equal weight" rating for the company in a report on Thursday, July 10th. Five investment analysts have rated the stock with a hold rating, seven have given a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $101.36.

Ameren Trading Up 0.5%

AEE stock traded up $0.47 during trading on Monday, hitting $100.31. 196,542 shares of the company traded hands, compared to its average volume of 1,737,194. The firm has a market capitalization of $27.11 billion, a PE ratio of 22.26, a P/E/G ratio of 2.57 and a beta of 0.48. Ameren has a 1 year low of $78.81 and a 1 year high of $104.10. The company has a 50-day moving average of $96.52 and a 200-day moving average of $97.11. The company has a debt-to-equity ratio of 1.49, a quick ratio of 0.62 and a current ratio of 0.86.

Ameren (NYSE:AEE - Get Free Report) last issued its earnings results on Thursday, May 1st. The utilities provider reported $1.07 earnings per share for the quarter, missing the consensus estimate of $1.08 by ($0.01). The company had revenue of $2.10 billion for the quarter, compared to analysts' expectations of $1.92 billion. Ameren had a net margin of 15.31% and a return on equity of 10.40%. The company's revenue was up 15.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.98 earnings per share.

Ameren Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 30th. Investors of record on Tuesday, June 10th were given a dividend of $0.71 per share. This represents a $2.84 dividend on an annualized basis and a yield of 2.83%. The ex-dividend date of this dividend was Tuesday, June 10th. Ameren's dividend payout ratio (DPR) is presently 62.97%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. MJT & Associates Financial Advisory Group Inc. bought a new position in Ameren during the 1st quarter valued at approximately $25,000. Quarry LP purchased a new stake in Ameren during the 4th quarter valued at $31,000. Fortitude Family Office LLC boosted its stake in Ameren by 600.0% during the 2nd quarter. Fortitude Family Office LLC now owns 343 shares of the utilities provider's stock valued at $33,000 after purchasing an additional 294 shares during the last quarter. SouthState Corp purchased a new stake in Ameren during the 1st quarter valued at $34,000. Finally, Ameritas Advisory Services LLC purchased a new stake in Ameren during the 2nd quarter valued at $34,000. Institutional investors own 79.09% of the company's stock.

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.