Ameren Corporation

Informe acción NYSE:AEE

Capitalización de mercado: US$30.2b

Ameren Dirección

Dirección controles de criterios 3/4

El CEO de Ameren es Marty Lyons , nombrado en Dec 2019, tiene una permanencia de 6.5 años. compensación anual total es $14.06M, compuesta por 9.4% salario y 90.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.077% de las acciones de la empresa, por valor de $23.11M. La antigüedad media del equipo directivo y de la junta directiva es de 4.8 años y 8.1 años, respectivamente.

Información clave

Marty Lyons

Chief Executive Officer (CEO)

US$14.1m

Compensación total

Porcentaje del salario del CEO9.43%
Permanencia del CEO6.5yrs
Participación del CEO0.08%
Permanencia media de la dirección4.8yrs
Promedio de permanencia en la Junta Directiva8.1yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 07

AEE: Data Center Demand And Missouri Regulation Will Shape Future Returns

Narrative Update The blended analyst price target for Ameren has edged lower by about $0.53 to roughly $119.87, as analysts weigh slightly adjusted fair value and P/E assumptions in light of updated views on data center related growth and the Missouri regulatory backdrop. Analyst Commentary Recent research updates on Ameren reflect a mix of optimism around long term growth drivers and caution around current sector performance and valuation resets.
Actualización de narrativa May 14

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

Ameren's updated analyst price target edges slightly lower to $120.40 from $120.53 as analysts factor in a modestly higher discount rate, a slightly lower future P/E of about 22.93, and small adjustments to long term revenue growth and profit margin assumptions following a series of mixed target changes across major banks. Analyst Commentary Recent Street research on Ameren shows a mix of optimism and caution, with several firms adjusting price targets in both directions and one new bullish initiation.
Actualización de narrativa 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.
Actualización de narrativa 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
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
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

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Marty Lyons en comparación con los beneficios de Ameren?
FechaCompensación totalSalarioIngresos de la empresa
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

Compensación vs. Mercado: La compensación total ($USD14.06M) de Marty está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.65M).

Compensación vs. Ingresos: La compensación de Marty ha aumentado más de un 20% en el último año.


CEO

Marty Lyons (59 yo)

6.5yrs
Permanencia
US$14,056,510
Compensación

Mr. Martin J. Lyons, Jr. also known as Marty, is Independent Director of Martin Marietta Materials, Inc. from May 14, 2026. He serves as President and Chief Executive Officer of Ameren Corporation at Amere...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Martin Lyons
President6.5yrsUS$14.06m0.077%
$ 23.1m
Leonard Singh
Executive VP & CFOless than a yearUS$3.59m0.0060%
$ 1.8m
Mark Lindgren
Executive VP of Corporate Communications & Chief Human Resources Officer of Ameren Services14.4yrsUS$1.97m0.014%
$ 4.3m
Michael Moehn
Group President of Ameren Utilities3.4yrsUS$6.38m0.076%
$ 23.0m
Shawn Schukar
Chairman & President of Ameren Transmission Company of Illinois9.1yrsUS$2.65m0.018%
$ 5.5m
Theresa Shaw
Senior VP & Chief Accounting and Transformation Officer of Ameren Services4.8yrssin datos0.0097%
$ 2.9m
Andrew Kirk
Senior Director of Investor Relations & Corporate Modelingno datasin datossin datos
David Feinberg
Executive VPless than a yearsin datos0.0016%
$ 488.7k
Gwendolyn Mizell
Senior VP & Chief Sustainability Officer of Ameren Services3.4yrssin datos0.0021%
$ 633.5k
Ajay Arora
Executive VP5.5yrssin datos0.016%
$ 4.9m
Kent Scott
Senior VP & Chief Nuclear Officer of Ameren Missouri Callaway Energy Centerno datasin datossin datos
Tim Lafser
Senior Vice President of Energy Deliveryno datasin datossin datos
4.8yrs
Permanencia media
56yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de AEE se considera experimentado (4.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Martin Lyons
President6.5yrsUS$14.06m0.077%
$ 23.1m
Shawn Schukar
Chairman & President of Ameren Transmission Company of Illinois9.1yrsUS$2.65m0.018%
$ 5.5m
Patrick Smith
Chairman & President of Ameren Illinoisless than a yearsin datos0.0086%
$ 2.6m
Aaron Melda
President & Chairman of Ameren Missouriless than a yearsin datossin datos
Richard Harshman
Independent Director13yrsUS$315.06k0.0038%
$ 1.1m
Ellen Fitzsimmons
Lead Independent Director17.2yrsUS$330.06k0.019%
$ 5.8m
Steven Lipstein
Independent Director16.2yrsUS$307.95k0.014%
$ 4.1m
Leo Mackay
Independent Director5.5yrsUS$295.06k0.000040%
$ 12.1k
Ward Dickson
Independent Director8yrsUS$315.06k0.00085%
$ 256.4k
Cynthia Brinkley
Independent Director6.5yrsUS$315.06k0.0014%
$ 425.3k
Craig Ivey
Independent Director8.3yrsUS$295.06ksin datos
Rafael Flores
Independent Director10.6yrsUS$315.06k0.00023%
$ 69.4k
8.1yrs
Permanencia media
64yo
Promedio de edad

Junta con experiencia: La junta directiva de AEE se considera experimentada (8.1 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/14 20:16
Precio de las acciones al final del día2026/06/12 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Ameren Corporation está cubierta por 21 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Gary HovisArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays