Ameren (NYSE:AEE) Posts Earnings Results, Beats Estimates By $0.11 EPS

Ameren (NYSE:AEE) released its quarterly earnings results on Tuesday. The utilities provider reported $1.28 EPS for the quarter, topping analysts’ consensus estimates of $1.17 by $0.11, Zacks reports. Ameren had a net margin of 16.55% and a return on equity of 10.69%. The firm had revenue of $2.18 billion during the quarter, compared to analysts’ expectations of $2.24 billion. During the same period in the previous year, the company earned $1.07 EPS. The firm’s revenue for the quarter was up 3.8% compared to the same quarter last year. Ameren updated its FY 2026 guidance to 5.250-5.450 EPS.

Ameren Trading Down 1.5%

Ameren stock traded down $1.72 during trading hours on Wednesday, hitting $109.92. The company had a trading volume of 634,836 shares, compared to its average volume of 1,692,634. The firm has a market cap of $30.41 billion, a P/E ratio of 20.55, a P/E/G ratio of 2.28 and a beta of 0.50. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.46 and a current ratio of 0.66. Ameren has a 1 year low of $93.27 and a 1 year high of $115.58. The company has a 50-day moving average price of $111.10 and a two-hundred day moving average price of $105.87.

Ameren Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 10th were given a $0.75 dividend. This is a positive change from Ameren’s previous quarterly dividend of $0.71. The ex-dividend date of this dividend was Tuesday, March 10th. This represents a $3.00 annualized dividend and a yield of 2.7%. Ameren’s dividend payout ratio is presently 56.07%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on AEE shares. Argus lifted their price target on shares of Ameren from $108.00 to $115.00 and gave the stock a “buy” rating in a research note on Monday, March 23rd. JPMorgan Chase & Co. lifted their price target on shares of Ameren from $108.00 to $111.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. Wall Street Zen raised shares of Ameren from a “sell” rating to a “hold” rating in a research note on Saturday, April 25th. BTIG Research assumed coverage on shares of Ameren in a research note on Thursday, April 9th. They set a “buy” rating and a $131.00 price target for the company. Finally, Morgan Stanley lowered their price objective on shares of Ameren from $119.00 to $117.00 and set an “equal weight” rating for the company in a research report on Tuesday, April 21st. One 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’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $117.31.

Institutional Investors Weigh In On Ameren

Several large investors have recently modified their holdings of AEE. Lazard Asset Management LLC raised its holdings in shares of Ameren by 6,051.1% in the 4th quarter. Lazard Asset Management LLC now owns 932,017 shares of the utilities provider’s stock valued at $93,071,000 after purchasing an additional 916,865 shares in the last quarter. State Street Corp raised its holdings in shares of Ameren by 3.3% in the 4th quarter. State Street Corp now owns 14,503,721 shares of the utilities provider’s stock valued at $1,448,342,000 after purchasing an additional 457,876 shares in the last quarter. Bank of Nova Scotia raised its holdings in shares of Ameren by 1,098.3% in the 4th quarter. Bank of Nova Scotia now owns 402,316 shares of the utilities provider’s stock valued at $40,175,000 after purchasing an additional 368,743 shares in the last quarter. Freestone Grove Partners LP bought a new stake in shares of Ameren in the 4th quarter valued at about $29,198,000. Finally, Caisse de depot et placement du Quebec raised its holdings in shares of Ameren by 36.7% in the 4th quarter. Caisse de depot et placement du Quebec now owns 959,846 shares of the utilities provider’s stock valued at $95,850,000 after purchasing an additional 257,493 shares in the last quarter. Institutional investors own 79.09% of the company’s stock.

Trending Headlines about Ameren

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Q1 EPS beat — Ameren reported $1.28 EPS for Q1 vs. the Zacks/consensus $1.17 estimate and $1.07 a year ago, showing earnings strength and upside to investor expectations. Ameren (AEE) Q1 Earnings Surpass Estimates
• Neutral Sentiment: Company reaffirmed FY2026 EPS guidance in a narrow range of $5.25–$5.45, signaling management confidence in the year but leaving little upside surprise risk for analysts. Ameren Announces First Quarter 2026 Results
• Neutral Sentiment: Corp materials released — press release, slide deck and conference materials are available for investors to review operational details and drivers behind results. Use the decks for detail on capex, rate cases and customer trends. View Press Release / Slide Deck
• Negative Sentiment: Revenue missed estimates — Ameren reported $2.18B in revenue vs. ~ $2.24B consensus, leaving growth below Street expectations and tempering the positive EPS surprise. Ameren Q1 results / press materials
• Negative Sentiment: Guidance slightly below consensus midpoint — the FY2026 range implies a midpoint around consensus but leans marginally light versus some analyst expectations, which can limit upside to estimates and weigh on the stock. Ameren (AEE) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

About Ameren

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.