Zacks Research Weighs in on Ameren's Q4 Earnings (NYSE:AEE)

Ameren Co. (NYSE:AEE - Free Report) - Zacks Research cut their Q4 2025 earnings per share (EPS) estimates for Ameren in a research note issued to investors on Thursday, March 6th. Zacks Research analyst R. Department now expects that the utilities provider will earn $1.19 per share for the quarter, down from their prior estimate of $1.20. The consensus estimate for Ameren's current full-year earnings is $4.93 per share. Zacks Research also issued estimates for Ameren's Q3 2026 earnings at $1.63 EPS.

A number of other research analysts also recently issued reports on AEE. Barclays increased their target price on shares of Ameren from $95.00 to $102.00 and gave the stock an "equal weight" rating in a report on Tuesday, March 4th. BMO Capital Markets increased their price objective on shares of Ameren from $100.00 to $105.00 and gave the stock an "outperform" rating in a research note on Tuesday, February 18th. Morgan Stanley lifted their target price on shares of Ameren from $86.00 to $94.00 and gave the company an "equal weight" rating in a research note on Friday, December 13th. Finally, Evercore ISI upgraded Ameren from an "in-line" rating to an "outperform" rating and increased their price target for the stock from $89.00 to $104.00 in a research note on Tuesday, January 21st. One equities research analyst has rated the stock with a sell rating, four have assigned a hold rating, six have assigned a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat, Ameren presently has a consensus rating of "Moderate Buy" and an average target price of $93.40.

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Ameren Stock Performance

NYSE:AEE traded up $0.42 during mid-day trading on Monday, hitting $97.87. 946,071 shares of the company traded hands, compared to its average volume of 1,427,604. The stock's fifty day moving average price is $95.38 and its 200-day moving average price is $90.67. The company has a quick ratio of 0.44, a current ratio of 0.66 and a debt-to-equity ratio of 1.41. Ameren has a one year low of $69.39 and a one year high of $104.10. The firm has a market cap of $26.42 billion, a price-to-earnings ratio of 22.17, a price-to-earnings-growth ratio of 2.97 and a beta of 0.48.

Ameren (NYSE:AEE - Get Free Report) last issued its quarterly earnings results on Thursday, February 13th. The utilities provider reported $0.77 earnings per share for the quarter, missing the consensus estimate of $0.83 by ($0.06). Ameren had a return on equity of 10.34% and a net margin of 15.51%. During the same quarter in the previous year, the firm posted $0.60 EPS.

Ameren Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Tuesday, March 11th will be paid a $0.71 dividend. This is an increase from Ameren's previous quarterly dividend of $0.67. The ex-dividend date is Tuesday, March 11th. This represents a $2.84 dividend on an annualized basis and a yield of 2.90%. Ameren's payout ratio is presently 64.25%.

Insider Transactions at Ameren

In other news, EVP Chonda J. Nwamu sold 5,500 shares of the firm's stock in a transaction that occurred on Tuesday, March 4th. The stock was sold at an average price of $101.37, for a total value of $557,535.00. Following the completion of the sale, the executive vice president now directly owns 43,344 shares of the company's stock, valued at $4,393,781.28. This trade represents a 11.26 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Craig S. Ivey sold 2,716 shares of the business's stock in a transaction that occurred on Wednesday, February 19th. The shares were sold at an average price of $98.27, for a total value of $266,901.32. Following the transaction, the director now directly owns 14,495 shares in the company, valued at approximately $1,424,423.65. This represents a 15.78 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 12,959 shares of company stock valued at $1,316,712 in the last ninety days. Corporate insiders own 0.42% of the company's stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. Siemens Fonds Invest GmbH purchased a new position in shares of Ameren during the 4th quarter worth about $10,901,000. Universal Beteiligungs und Servicegesellschaft mbH bought a new position in shares of Ameren during the fourth quarter valued at approximately $6,729,000. Armis Advisers LLC purchased a new stake in shares of Ameren in the fourth quarter worth approximately $239,000. Mackenzie Financial Corp lifted its stake in shares of Ameren by 1.4% during the 4th quarter. Mackenzie Financial Corp now owns 25,055 shares of the utilities provider's stock worth $2,233,000 after acquiring an additional 346 shares during the last quarter. Finally, Public Employees Retirement System of Ohio purchased a new position in Ameren during the 4th quarter valued at $8,671,000. 79.09% of the stock is owned by hedge funds and other institutional investors.

Ameren Company Profile

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.