Ameren Corporation

Report azionario NYSE:AEE

Capitalizzazione di mercato: US$30.2b

Ameren Salute del bilancio

Criteri Salute finanziaria verificati 1/6

Ameren ha un patrimonio netto totale di $13.7B e un debito totale di $21.3B, che porta il suo rapporto debito/patrimonio netto a 155.7%. Le sue attività totali e le sue passività totali sono rispettivamente $49.8B e $36.2B. L'EBIT di Ameren è $2.4B rendendo il suo rapporto di copertura degli interessi 3.1. Ha liquidità e investimenti a breve termine pari a $13.0M.

Informazioni chiave

155.67%

Rapporto debito/patrimonio netto

US$21.30b

Debito

Indice di copertura degli interessi3.1x
ContantiUS$13.00m
Patrimonio nettoUS$13.69b
Totale passivitàUS$36.16b
Totale attivitàUS$49.85b

Aggiornamenti recenti sulla salute finanziaria

Nessun aggiornamento

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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

Analisi della posizione finanziaria

Passività a breve termine: Le attività a breve termine ( { AEE di $2.6B ) non coprono le sue passività a breve termine ( $4.1B ).

Passività a lungo termine: Le attività a breve termine di AEE ( $2.6B ) non coprono le sue passività a lungo termine ( $32.0B ).


Storia e analisi del rapporto debito/patrimonio netto

Livello di debito: Il rapporto debito netto/patrimonio netto ( 155.6% ) di AEE è considerato alto.

Riduzione del debito: Il rapporto debito/patrimonio netto di AEE è aumentato da 133.9% a 155.7% negli ultimi 5 anni.

Copertura del debito: Il debito di AEE non è ben coperto dal flusso di cassa operativo ( 15.7% ).

Copertura degli interessi: I pagamenti degli interessi sul debito di AEE sono ben coperti dall'EBIT ( 3.1 x copertura).


Bilancio


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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 18:58
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Ameren Corporation è coperta da 21 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Gary HovisArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays