Ameren Corporation

NYSE:AEE Rapport sur les actions

Capitalisation boursière : US$30.8b

Ameren Résultats passés

Passé contrôle des critères 5/6

Ameren a connu une croissance annuelle moyenne de ses bénéfices de 8.4%, tandis que le secteur Integrated Utilities a vu ses bénéfices augmenter de en hausse à 7.5% par an. Les revenus ont augmenté de en hausse à un taux moyen de 6.8% par an. Le rendement des capitaux propres de Ameren est 11.2% et ses marges nettes sont de 17.8%.

Informations clés

8.42%

Taux de croissance des bénéfices

6.84%

Taux de croissance du BPA

Integrated Utilities Croissance de l'industrie5.10%
Taux de croissance des recettes6.78%
Rendement des fonds propres11.17%
Marge nette17.84%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

Recent updates

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.
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
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...
Article d’analyse 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...
Article d’analyse 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

Ventilation des recettes et des dépenses

Comment Ameren gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NYSE:AEE Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 268,5451,524-2300
31 Dec 258,4701,456-2470
30 Sep 258,6351,411-2630
30 Jun 258,1191,227-2800
31 Mar 257,5961,210-2940
31 Dec 247,3241,182-3040
30 Sep 247,0061,133-3120
30 Jun 246,8951,170-3200
31 Mar 246,9661,149-3070
31 Dec 237,2131,152-2950
30 Sep 237,6391,157-2570
30 Jun 237,8891,116-2180
31 Mar 237,8531,086-2020
31 Dec 227,6621,074-1840
30 Sep 227,1651,036-1720
30 Jun 226,6721,009-1610
31 Mar 226,4231,009-1480
31 Dec 216,119990-1360
30 Sep 215,908980-1330
30 Jun 215,735922-1310
31 Mar 215,661958-1270
31 Dec 205,540871-1160
30 Sep 205,529850-1080
30 Jun 205,555847-990
31 Mar 205,535783-910
31 Dec 195,646828-900
30 Sep 195,744802-850
30 Jun 195,806795-790
31 Mar 195,979855-760
31 Dec 186,009815-700
30 Sep 185,988687-630
30 Jun 185,990618-570
31 Mar 185,975572-480
31 Dec 175,909523-440
30 Sep 175,881615-330
30 Jun 176,032696-220
31 Mar 175,934650-120
31 Dec 165,817653-560
30 Sep 165,82265100
30 Jun 165,79662500
31 Mar 165,77057600
31 Dec 155,88557900
30 Sep 155,94259500
30 Jun 155,78454600

Des revenus de qualité: AEE a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de AEE sont plus élevées que l'année dernière AEE. (17.8%) sont plus élevées que l'année dernière (15.9%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de AEE ont augmenté de 8.4% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de AEE au cours de l'année écoulée ( 26% ) dépasse sa moyenne sur 5 ans ( 8.4% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices AEE au cours de l'année écoulée ( 26% ) a dépassé celle du secteur Integrated Utilities 10.2%.


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de AEE ( 11.2% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/26 07:11
Cours de l'action en fin de journée2026/05/26 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 expliquant comment 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. 13 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.

AnalysteInstitution
Gary HovisArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays