Ameren Corporation

NYSE:AEE Lagerbericht

Marktkapitalisierung: US$30.9b

Ameren Management

Management Kriterienprüfungen 3/4

Ameren CEO ist Marty Lyons , ernannt in Dec 2019, hat eine Amtszeit von 6.42 Jahren. Die jährliche Gesamtvergütung beträgt $14.06M , bestehend aus 9.4% Gehalt und 90.6% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.077% der Aktien des Unternehmens, im Wert von $23.67M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.8 Jahre bzw. 8.6 Jahre.

Wichtige Informationen

Marty Lyons

Geschäftsführender

US$14.1m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts9.43%
Amtszeit als Geschäftsführer6.4yrs
Eigentum des Geschäftsführers0.08%
Durchschnittliche Amtszeit des Managements4.8yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder8.6yrs

Jüngste Management Updates

Recent updates

Analyse-Update Apr 25

AEE: Data Center Demand And Dividend Policy Will Shape Future Returns

Ameren's updated analyst price target edges up from about $117 to roughly $120.53, as analysts factor in modestly higher modeled revenue growth and a slightly richer future P/E multiple, while keeping profit margin assumptions broadly stable. Analyst Commentary Recent price target moves around Ameren reflect a mix of optimism and caution, with several firms adjusting their models on valuation, execution and growth assumptions.
Analyse-Update Apr 08

AEE: Data Center Demand And Dividend Commitments Will Shape Future Returns

Ameren's analyst price targets have generally shifted higher in recent research, with moves such as Morgan Stanley's change to $116 and UBS's adjustment to $127. These changes reflect analysts' updated views on regulated utility valuations and sector-specific drivers like data center demand and policy considerations.
Seeking Alpha Mar 31

Ameren: A Good Safe Haven Play, But Valuation Looks Questionable

Summary Ameren offers stability and resilience, serving 2.5M electric and 900K gas customers across Missouri and Illinois. AEE's net income grew at a 12.05% CAGR from 2017–2025, with projected EPS growth of 6–8% annually through 2030, supported by a $31.8B capital plan. Despite strong fundamentals and 'safe haven' appeal, the company's current valuation is questionable; I maintain a 'Hold' rating, with a buy trigger below $100/share. AEE's diversified regulatory exposure and essential services position it well for market volatility, but dilution from capital needs tempers EPS growth. Read the full article on Seeking Alpha
Analyse-Update Mar 25

AEE: Data Center Execution And Dividend Path Will Shape Fairly Valued Returns

Ameren's analyst fair value estimate has been revised to $117.00 from $115.69. This reflects analysts' updated assumptions for steady revenue growth, profit margins, and future P/E following a series of recent price target increases across the Street.
Analyse-Update Mar 10

AEE: Regulatory And Data Center Execution Will Shape Fairly Valued Returns

Ameren's analyst price target has inched higher to $115.69 from $115.38, as analysts fine tune their models with slightly higher revenue growth assumptions, a modestly higher future P/E, and some offset from lower projected profit margins, along with recent Street target increases into the $116 to $127 range. Analyst Commentary Recent Street research on Ameren reflects an active period of target revisions, with several firms adjusting their valuation frameworks around utilities and regulated power names.
Analyse-Update Feb 24

AEE: Regulatory, Data Center And Dividend Decisions Will Guide Future Returns

Analysts have lifted their blended price target for Ameren to $115, up from $112. This reflects updated views on long term revenue growth, profit margins and future P/E assumptions, supported by recent target increases from multiple firms, including moves to $116 and $127.
Analyseartikel Feb 14

Ameren Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Ameren Corporation ( NYSE:AEE ) investors will be delighted, with the company turning in some strong numbers with its...
Analyseartikel Feb 12

Ameren (NYSE:AEE) Is Increasing Its Dividend To $0.75

Ameren Corporation's ( NYSE:AEE ) periodic dividend will be increasing on the 31st of March to $0.75, with investors...
Analyse-Update Feb 10

AEE: Regulatory Outcomes And Dividend Policy Will Shape Future Returns

Analysts have made a modest upward revision to their Ameren price targets, with our fair value estimate edging to about $112 from $111 as they factor in slightly higher expected profit margins, a small adjustment to revenue growth assumptions, and recent mixed target changes from major firms. Analyst Commentary Recent Street research on Ameren has been mixed, with some price targets raised and others trimmed.
Analyse-Update Jan 25

AEE: Balanced Outlook As Regulatory Outcomes And EPS Guidance Shape Future Returns

Narrative Update Overview The Ameren analyst price target edges slightly lower to about $111.23 from $111.62 as analysts factor in modest tweaks to long term fair value, discount rate, growth, margin and future P/E assumptions. Recent target moves across firms reflect a mix of cautious and constructive views on the stock.
Analyse-Update Jan 10

AEE: Rising Load Demand And Supportive Outlook Will Drive Future Earnings

Analysts have inched their blended price target for Ameren higher to about $112, citing sector wide re-ratings, recent target increases into the $109 to $114 range, and expectations that the company can participate in utilities growth themes tied to load demand and earnings trajectories. Analyst Commentary Recent Street research around Ameren clusters around higher price targets and how the company fits into broader utilities themes such as load growth, data center demand, and regulatory outcomes.
Analyse-Update Dec 26

AEE: Constructive Illinois Regulation Will Support Earnings Outlook Amid Rising Load Demand

Ameren's analyst price target has edged higher to about $112 per share, as analysts cite a constructive regulatory backdrop, improving growth and margin assumptions, and sector-wide optimism on load-driven earnings expansion. Analyst Commentary Recent research points to a generally constructive view on Ameren, with several upward price target revisions reflecting confidence in the company’s earnings trajectory and regulatory positioning, even as some risks remain in focus.
Analyse-Update Dec 11

AEE: Favorable Illinois Regulation Will Drive Earnings Outlook Higher Ahead

Analysts have nudged their average price target for Ameren slightly higher, reflecting growing conviction that the company can translate favorable regulatory outcomes, robust load growth, and a still supportive utilities backdrop into earnings power more in line with its approximately $112 fair value estimate. Analyst Commentary Street research on Ameren has tilted constructive, with a series of upward price target revisions and supportive ratings underscoring confidence in the company’s earnings growth trajectory and relative valuation versus the broader utilities group.
Analyse-Update Nov 27

AEE: Regulatory Trends And Load Demand Will Shape Earnings Outlook Ahead

Ameren's analyst price targets have increased by as much as $10 per share in recent coverage. Analysts cite expectations for ongoing earnings growth and a constructive regulatory outlook, both of which support higher valuations for the utility sector.
Analyse-Update Nov 12

AEE: Earnings Prospects And Sector Tailwinds Signal Balanced Outlook Ahead

Ameren's analyst price target has increased from $111.43 to $112.57, as analysts cite ongoing earnings growth potential and favorable sector trends. Analyst Commentary Recent analyst coverage on Ameren has highlighted several notable themes in the company's outlook, reflected in price target adjustments and updated ratings.
Analyse-Update Oct 29

Sector Tailwinds And Load Growth Trends Will Support Balanced Expansion

Ameren's analyst price target has been raised from approximately $107.50 to $111.43, as analysts highlight improved growth prospects and favorable earnings outlooks in the utilities sector. Analyst Commentary Analysts remain largely positive on Ameren, with recent research highlighting a series of upward adjustments to price targets and consistent affirmation of positive ratings.
Analyse-Update Oct 14

Data Center Demand And Renewable Investments Will Drive Expansion

Analysts have raised their price target for Ameren by $1.00, citing continued positive load growth trends. These trends are expected to drive robust long-term sales growth in the company's core markets.
Analyseartikel Sep 19

Estimating The Intrinsic Value Of Ameren Corporation (NYSE:AEE)

Key Insights The projected fair value for Ameren is US$85.97 based on Dividend Discount Model Current share price of...
Analyseartikel Sep 01

Here's What To Make Of Ameren's (NYSE:AEE) Decelerating Rates Of Return

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Analyseartikel Aug 08

Revenue Beat: Ameren Corporation Exceeded Revenue Forecasts By 25% And Analysts Are Updating Their Estimates

NYSE:AEE 1 Year Share Price vs Fair Value Explore Ameren's Fair Values from the Community and select yours Ameren...
Analyseartikel Jun 22

Pinning Down Ameren Corporation's (NYSE:AEE) P/E Is Difficult Right Now

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Analyseartikel Jun 01

Estimating The Fair Value Of Ameren Corporation (NYSE:AEE)

Key Insights Using the Dividend Discount Model, Ameren fair value estimate is US$91.75 Ameren's US$96.88 share price...
Seeking Alpha Mar 16

Ameren: Improving Growth Prospects But Still Expensive

Summary Ameren Corporation's service territory includes eastern Missouri and most of Illinois, with significant customer growth potential in the St. Louis metropolitan area. Despite a slight population decline in St. Louis since 2020, Ameren's revenue and net income have shown steady growth. Ameren has entered into agreements with various customers to provide a sizable amount of power to data centers over the next few years, improving its growth prospects. Ameren plans to invest $26.3 billion from 2025 to 2029, anticipating a 9.2% compound annual growth rate in its rate base, driven by increased electricity demand. While Ameren's stock outperformed the S&P 500 and utility sector, it remains relatively expensive compared to peers, with a modest 2.87% dividend yield. Read the full article on Seeking Alpha
Seeking Alpha Dec 07

Ameren: Getting Difficult To Justify The Valuation

Summary Ameren Corporation's stock has outperformed recently, gaining 10.51% since September 2024, beating both common stocks and bonds. Despite a 5.49% revenue increase in Q3 2024, Ameren's operating income and net income declined due to higher operating expenses and regulatory changes in Illinois. Ameren plans to invest $21.9 billion in infrastructure from 2024-2028, focusing on renewable energy and natural gas plants to drive future growth. Ameren's rising interest expenses and higher valuation compared to peers raise concerns, making its current stock price appear expensive despite a strong balance sheet. Read the full article on Seeking Alpha
Seeking Alpha Jun 20

Ameren Corporation: Reliable Earnings At A Fair Price

Summary Headquartered in St. Louis, Missouri, Ameren is a major electricity and natural gas provider with over 2.4 million electric customers. Ameren Corporation is a reliable earner with steadily increasing dividends, a fairly valued stock likely to match S&P 500 performance with lower volatility. The company aims for a 6-8% compound annual earnings growth rate from 2024 through 2028, leaning into renewable energy sources for future sustainability. Shares are a hold with a price target of $75. Read the full article on Seeking Alpha

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Marty Lyons im Vergleich zu den Einnahmen von Ameren verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

US$2b

Dec 31 2025US$14mUS$1m

US$1b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$10mUS$1m

US$1b

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$9mUS$1m

US$1b

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$7mUS$1m

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$4mUS$755k

US$990m

Sep 30 2021n/an/a

US$980m

Jun 30 2021n/an/a

US$922m

Mar 31 2021n/an/a

US$958m

Dec 31 2020US$6mUS$740k

US$871m

Sep 30 2020n/an/a

US$850m

Jun 30 2020n/an/a

US$847m

Mar 31 2020n/an/a

US$783m

Dec 31 2019US$4mUS$708k

US$828m

Vergütung im Vergleich zum Markt: MartyDie Gesamtvergütung ($USD14.06M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD14.67M).

Entschädigung vs. Einkommen: MartyDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.


Geschäftsführer

Marty Lyons (58 yo)

6.4yrs
Amtszeit
US$14,056,510
Vergütung

Mr. Martin J. Lyons, Jr, also known as Marty, serves as President and Chief Executive Officer of Ameren Corporation at Ameren Illinois Company since August 2022 and serves as its Chairman of Ameren Corpora...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Martin Lyons
President6.4yrsUS$14.06m0.077%
$ 23.7m
Leonard Singh
Executive VP & CFOless than a yearUS$3.59m0.0060%
$ 1.9m
Mark Lindgren
Executive VP of Corporate Communications & Chief Human Resources Officer of Ameren Services14.3yrsUS$1.97m0.014%
$ 4.5m
Michael Moehn
Group President of Ameren Utilities & Interim President of Ameren Missouri3.3yrsUS$6.38m0.048%
$ 14.8m
Shawn Schukar
Chairman & President of Ameren Transmission Company of Illinois9yrsUS$2.65m0.018%
$ 5.7m
Theresa Shaw
Senior VP & Chief Accounting and Transformation Officer of Ameren Services4.8yrskeine Daten0.010%
$ 3.2m
Andrew Kirk
Senior Director of Investor Relations & Corporate Modelingno datakeine Datenkeine Daten
David Feinberg
Executive VPless than a yearkeine Daten0.0016%
$ 500.3k
Gwendolyn Mizell
Senior VP & Chief Sustainability Officer of Ameren Services3.3yrskeine Daten0.0021%
$ 651.7k
Ajay Arora
Senior VP & Chief Development Officer of Ameren Missouri5.4yrskeine Daten0.014%
$ 4.3m
Kent Scott
Senior VP & Chief Nuclear Officer of Ameren Missouri Callaway Energy Centerno datakeine Datenkeine Daten
Tim Lafser
Senior Vice President of Energy Deliveryno datakeine Datenkeine Daten
4.8yrs
Durchschnittliche Betriebszugehörigkeit
55yo
Durchschnittliches Alter

Erfahrenes Management: AEEDas Führungsteam des Unternehmens gilt als erfahren (4.8 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Martin Lyons
President6.4yrsUS$14.06m0.077%
$ 23.7m
Shawn Schukar
Chairman & President of Ameren Transmission Company of Illinois9yrsUS$2.65m0.018%
$ 5.7m
Patrick Smith
Chairman & President of Ameren Illinoisless than a yearkeine Daten0.0086%
$ 2.7m
Richard Harshman
Independent Director12.9yrsUS$315.06k0.0038%
$ 1.2m
Ellen Fitzsimmons
Lead Independent Director17.1yrsUS$330.06k0.019%
$ 5.9m
Catherine Brune
Independent Director14.6yrsUS$315.06k0.0096%
$ 3.0m
Steven Lipstein
Independent Director16.1yrsUS$307.95k0.014%
$ 4.2m
Leo Mackay
Independent Director5.4yrsUS$295.06k0.000040%
$ 12.4k
Ward Dickson
Independent Director7.9yrsUS$315.06k0.00085%
$ 262.5k
Cynthia Brinkley
Independent Director6.4yrsUS$315.06k0.0014%
$ 435.5k
Craig Ivey
Independent Director8.2yrsUS$295.06kkeine Daten
Rafael Flores
Independent Director10.5yrsUS$315.06k0.00023%
$ 71.0k
8.6yrs
Durchschnittliche Betriebszugehörigkeit
63.5yo
Durchschnittliches Alter

Erfahrener Vorstand: AEEDie Vorstandsmitglieder gelten als erfahren (8.6 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/06 05:10
Aktienkurs zum Tagesende2026/05/06 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Ameren Corporation wird von 21 Analysten beobachtet. 13 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Gary HovisArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays