Brokers Set Expectations for Ameren’s Q4 Earnings (NYSE:AEE)

Ameren Co. (NYSE:AEE) – Zacks Research lowered their Q4 2025 earnings per share (EPS) estimates for Ameren in a research report issued on Wednesday, March 26th. Zacks Research analyst R. Department now expects that the utilities provider will post earnings per share of $1.17 for the quarter, down from their prior forecast of $1.19. 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 $1.30 EPS, FY2026 earnings at $5.32 EPS and FY2027 earnings at $5.70 EPS.

Several other research firms also recently commented on AEE. Morgan Stanley upped their price target on shares of Ameren from $97.00 to $101.00 and gave the company an “equal weight” rating in a research note on Thursday, March 20th. UBS Group raised their target price on shares of Ameren from $106.00 to $113.00 and gave the stock a “buy” rating in a report on Friday, March 21st. BMO Capital Markets increased their price target on Ameren from $100.00 to $105.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 18th. Evercore ISI upgraded Ameren from an “in-line” rating to an “outperform” rating and raised their price objective for the stock from $89.00 to $104.00 in a research note on Tuesday, January 21st. Finally, Barclays upped their target price on Ameren from $95.00 to $102.00 and gave the company an “equal weight” rating in a research report on Tuesday, March 4th. One research analyst has rated the stock with a sell rating, four have given a hold rating, six have assigned a buy rating and one has issued a strong buy rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $96.70.

Ameren Stock Performance

AEE opened at $99.71 on Friday. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.66 and a quick ratio of 0.44. The company has a market capitalization of $26.91 billion, a PE ratio of 22.56, a price-to-earnings-growth ratio of 2.97 and a beta of 0.48. The business has a fifty day simple moving average of $97.64 and a 200 day simple moving average of $91.97. Ameren has a 1 year low of $69.39 and a 1 year high of $104.10.

Ameren (NYSE:AEE) last released 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 net margin of 15.51% and a return on equity of 10.34%. During the same quarter in the prior year, the firm earned $0.60 earnings per share.

Institutional Trading of Ameren

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Steward Partners Investment Advisory LLC boosted its position in Ameren by 14.4% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 10,174 shares of the utilities provider’s stock worth $907,000 after buying an additional 1,282 shares during the period. FMR LLC lifted its holdings in shares of Ameren by 59.8% during the third quarter. FMR LLC now owns 2,631,580 shares of the utilities provider’s stock worth $230,158,000 after purchasing an additional 984,879 shares during the period. JPMorgan Chase & Co. grew its stake in shares of Ameren by 51.7% in the third quarter. JPMorgan Chase & Co. now owns 1,064,877 shares of the utilities provider’s stock worth $93,134,000 after purchasing an additional 362,772 shares during the last quarter. HITE Hedge Asset Management LLC grew its stake in shares of Ameren by 265.0% in the third quarter. HITE Hedge Asset Management LLC now owns 173,771 shares of the utilities provider’s stock worth $15,198,000 after purchasing an additional 126,157 shares during the last quarter. Finally, State Street Corp increased its holdings in Ameren by 2.6% in the third quarter. State Street Corp now owns 13,139,956 shares of the utilities provider’s stock valued at $1,149,221,000 after purchasing an additional 334,752 shares during the period. 79.09% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Ameren news, EVP Chonda J. Nwamu sold 5,500 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president now owns 43,344 shares of the company’s stock, valued at $4,393,781.28. This represents a 11.26 % decrease in their position. The sale 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 stock in a transaction dated Wednesday, February 19th. The shares were sold at an average price of $98.27, for a total value of $266,901.32. Following the completion of the transaction, the director now owns 14,495 shares of the company’s stock, valued at $1,424,423.65. This represents a 15.78 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 12,959 shares of company stock valued at $1,316,712. 0.42% of the stock is currently owned by corporate insiders.

Ameren Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Tuesday, March 11th will be given a $0.71 dividend. This represents a $2.84 dividend on an annualized basis and a yield of 2.85%. The ex-dividend date is Tuesday, March 11th. This is a boost from Ameren’s previous quarterly dividend of $0.67. Ameren’s payout ratio is currently 64.25%.

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.