Ameren Gestion
Gestion contrôle des critères 3/4
Le PDG Ameren est Marty Lyons, nommé en Dec2019, a un mandat de 6.58 ans. La rémunération annuelle totale est $ 14.06M, composée du salaire de 9.4% et des bonus 90.6%, y compris les actions et options de la société. détient directement 0.077% des actions de la société, d'une valeur de $ 23.70M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.9 ans et 8.2 ans.
Informations clés
Marty Lyons
Directeur général
US$14.1m
Rémunération totale
| Pourcentage du salaire du PDG | 9.43% |
| Durée du mandat du directeur général | 6.6yrs |
| Propriété du PDG | 0.08% |
| Durée moyenne d'occupation des postes de direction | 4.9yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 8.2yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Jul 01
Ameren: Large-Load Demand Can Support A Higher-Growth Utility Story
Summary Ameren Corporation is rated a buy, driven by robust large-load demand and a strong rate-base growth outlook. AEE's Missouri segment benefits from data center, manufacturing, and electrification trends, supporting incremental investment and earnings growth. Management targets ~11% rate-base CAGR to 2030, supporting EPS growth near the upper end of the 6–8% range. Total return potential approaches 27% by 2030, though regulatory approval, execution, and funding risks remain material. Read the full article on Seeking AlphaArticle d’analyse • Jun 19
Ameren (AEE) Stock Could Be 9.3% Undervalued After Dividend Growth Optimism
Ameren (AEE) has come into focus after recent commentary emphasized its dividend profile, including a relatively high yield and a five-year pattern of dividend increases. See our latest analysis for Ameren. Ameren’s share price has been relatively steady around $108.67 in the short term. The stock has gained 7.74% on a year to date share price basis and delivered a 54.86% total shareholder return over five years. This performance suggests interest has been building as investors focus on its...
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...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 AlphaSeeking 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$14m | US$1m | US$1b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$10m | US$1m | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$9m | US$1m | US$1b |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | US$1b |
| Dec 31 2022 | US$7m | US$1m | US$1b |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | n/a | n/a | US$1b |
| Dec 31 2021 | US$4m | US$755k | US$990m |
| Sep 30 2021 | n/a | n/a | US$980m |
| Jun 30 2021 | n/a | n/a | US$922m |
| Mar 31 2021 | n/a | n/a | US$958m |
| Dec 31 2020 | US$6m | US$740k | US$871m |
| Sep 30 2020 | n/a | n/a | US$850m |
| Jun 30 2020 | n/a | n/a | US$847m |
| Mar 31 2020 | n/a | n/a | US$783m |
| Dec 31 2019 | US$4m | US$708k | US$828m |
Rémunération vs marché: La rémunération totale de Marty ($USD 14.06M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.67M ).
Rémunération et revenus: La rémunération de Marty a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Marty Lyons (59 yo)
6.6yrs
Titularisation
US$14,056,510
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 6.6yrs | US$14.06m | 0.077% $ 23.7m | |
| Executive VP & CFO | less than a year | US$3.59m | 0.0060% $ 1.9m | |
| Executive VP of Corporate Communications & Chief Human Resources Officer of Ameren Services | 14.5yrs | US$1.97m | 0.014% $ 4.5m | |
| Group President of Ameren Utilities | 3.5yrs | US$6.38m | 0.076% $ 23.6m | |
| Chairman & President of Ameren Transmission Company of Illinois | 9.2yrs | US$2.65m | 0.018% $ 5.7m | |
| Senior VP & Chief Accounting and Transformation Officer of Ameren Services | 4.9yrs | pas de données | 0.0097% $ 3.0m | |
| Senior Director of Investor Relations & Corporate Modeling | no data | pas de données | pas de données | |
| Executive VP | less than a year | pas de données | 0.0016% $ 501.1k | |
| Senior VP & Chief Sustainability Officer of Ameren Services | 3.5yrs | pas de données | 0.0021% $ 649.6k | |
| Executive VP | 5.6yrs | pas de données | 0.017% $ 5.1m | |
| Senior VP & Chief Nuclear Officer of Ameren Missouri Callaway Energy Center | no data | pas de données | pas de données | |
| Senior Vice President of Energy Delivery | no data | pas de données | pas de données |
4.9yrs
Durée moyenne de l'emploi
56yo
Âge moyen
Gestion expérimentée: L'équipe de direction de AEE est considérée comme expérimentée (ancienneté moyenne 4.9 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 6.6yrs | US$14.06m | 0.077% $ 23.7m | |
| Chairman & President of Ameren Transmission Company of Illinois | 9.2yrs | US$2.65m | 0.018% $ 5.7m | |
| Chairman & President of Ameren Illinois | less than a year | pas de données | 0.0088% $ 2.7m | |
| President & Chairman of Ameren Missouri | less than a year | pas de données | 0% $ 0 | |
| Independent Director | 13.1yrs | US$315.06k | 0.0038% $ 1.2m | |
| Lead Independent Director | 17.3yrs | US$330.06k | 0.019% $ 5.9m | |
| Independent Director | 16.3yrs | US$307.95k | 0.014% $ 4.2m | |
| Independent Director | 5.6yrs | US$295.06k | 0.000040% $ 12.4k | |
| Independent Director | 8.1yrs | US$315.06k | 0.00085% $ 262.9k | |
| Independent Director | 6.6yrs | US$315.06k | 0.0014% $ 436.1k | |
| Independent Director | 8.3yrs | US$295.06k | pas de données | |
| Independent Director | 10.7yrs | US$315.06k | 0.00023% $ 71.1k |
8.2yrs
Durée moyenne de l'emploi
64yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de AEE sont considérés comme expérimentés (ancienneté moyenne 8.2 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/10 04:16 |
| Cours de l'action en fin de journée | 2026/07/10 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Ameren Corporation est couverte par 21 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Gary Hovis | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |