Zacks Research Issues Positive Estimate for Ameren Earnings

Key Points

• Zacks Research has raised its Q2 2026 EPS estimate for Ameren to $1.00 per share from a previous forecast of $0.98, while the consensus estimate for the current full-year earnings stands at $4.93 per share.
• Goldman Sachs upgraded Ameren from "sell" to "neutral" with a price target increase to $100, while other analysts also provided mixed ratings and price targets, indicating a consensus rating of "Moderate Buy."
• Ameren has a recent quarterly revenue of $2.22 billion, beating expectations, and it also declared a quarterly dividend of $0.71 per share, reflecting a yield of 2.8%.

Ameren Corporation (NYSE:AEE - Free Report) - Investment analysts at Zacks Research raised their Q2 2026 EPS estimates for shares of Ameren in a research report issued to clients and investors on Tuesday, October 7th. Zacks Research analyst Team now forecasts that the utilities provider will earn $1.00 per share for the quarter, up from their prior forecast of $0.98. The consensus estimate for Ameren's current full-year earnings is $4.93 per share. Zacks Research also issued estimates for Ameren's Q4 2026 earnings at $1.36 EPS, Q1 2027 earnings at $1.32 EPS and Q2 2027 earnings at $1.07 EPS.

AEE has been the subject of several other reports. The Goldman Sachs Group raised Ameren from a "sell" rating to a "neutral" rating and raised their price objective for the company from $91.00 to $100.00 in a research note on Wednesday, June 25th. Barclays dropped their price target on Ameren from $104.00 to $100.00 and set an "equal weight" rating for the company in a research report on Thursday, July 10th. KeyCorp set a $104.00 price objective on shares of Ameren and gave the stock an "overweight" rating in a research report on Wednesday, July 16th. Weiss Ratings reissued a "buy (b-)" rating on shares of Ameren in a research note on Wednesday. Finally, UBS Group lifted their target price on shares of Ameren from $111.00 to $114.00 and gave the stock a "buy" rating in a research report on Friday, July 11th. 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, the company presently has a consensus rating of "Moderate Buy" and an average price target of $105.75.

Ameren Price Performance

AEE stock opened at $103.01 on Friday. The firm has a 50 day moving average of $101.25 and a 200-day moving average of $98.62. The company has a market cap of $27.85 billion, a price-to-earnings ratio of 22.64, a PEG ratio of 2.61 and a beta of 0.49. The company has a current ratio of 0.80, a quick ratio of 0.56 and a debt-to-equity ratio of 1.51. Ameren has a 12-month low of $85.27 and a 12-month high of $105.67.

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

Ameren Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 30th. Shareholders of record on Tuesday, September 9th were paid a $0.71 dividend. This represents a $2.84 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend was Tuesday, September 9th. Ameren's payout ratio is presently 62.42%.

Insiders Place Their Bets

In other Ameren news, SVP Gwendolyn G. Mizell sold 1,000 shares of the stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $101.79, for a total transaction of $101,790.00. Following the transaction, the senior vice president owned 9,129 shares of the company's stock, valued at $929,240.91. This represents a 9.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Company insiders own 0.42% of the company's stock.

Hedge Funds Weigh In On Ameren

Several institutional investors have recently added to or reduced their stakes in the business. MJT & Associates Financial Advisory Group Inc. purchased a new stake in Ameren in the 1st quarter valued at about $25,000. NewSquare Capital LLC grew its holdings in Ameren by 70.9% in the second quarter. NewSquare Capital LLC now owns 258 shares of the utilities provider's stock valued at $25,000 after purchasing an additional 107 shares during the period. Osterweis Capital Management Inc. increased its position in Ameren by 6,040.0% during the second quarter. Osterweis Capital Management Inc. now owns 307 shares of the utilities provider's stock worth $29,000 after purchasing an additional 302 shares during the last quarter. Addison Advisors LLC raised its stake in Ameren by 728.9% during the second quarter. Addison Advisors LLC now owns 315 shares of the utilities provider's stock worth $30,000 after purchasing an additional 277 shares during the period. Finally, Fortitude Family Office LLC raised its stake in Ameren by 600.0% during the second quarter. Fortitude Family Office LLC now owns 343 shares of the utilities provider's stock worth $33,000 after purchasing an additional 294 shares during the period. 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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