Ameren Gestione
Criteri Gestione verificati 3/4
Ameren Il CEO è Marty Lyons, nominato in Dec2019, e ha un mandato di 6.42 anni. la retribuzione annua totale è $ 14.06M, composta da 9.4% di stipendio e 90.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.077% delle azioni della società, per un valore di $ 23.67M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.8 anni e 8.6 anni.
Informazioni chiave
Marty Lyons
Amministratore delegato
US$14.1m
Compenso totale
| Percentuale dello stipendio del CEO | 9.43% |
| Mandato del CEO | 6.4yrs |
| Proprietà del CEO | 0.08% |
| Durata media del management | 4.8yrs |
| Durata media del Consiglio di amministrazione | 8.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento dell'analisi • 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 dell'analisi • 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 AlphaAggiornamento dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 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 AlphaSeeking 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$828m |
Compensazione vs Mercato: La retribuzione totale di Marty ($USD 14.06M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.67M ).
Compensazione vs guadagni: La retribuzione di Marty è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Marty Lyons (58 yo)
6.4yrs
Mandato
US$14,056,510
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 6.4yrs | 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 | 14.3yrs | US$1.97m | 0.014% $ 4.5m | |
| Group President of Ameren Utilities & Interim President of Ameren Missouri | 3.3yrs | US$6.38m | 0.048% $ 14.8m | |
| Chairman & President of Ameren Transmission Company of Illinois | 9yrs | US$2.65m | 0.018% $ 5.7m | |
| Senior VP & Chief Accounting and Transformation Officer of Ameren Services | 4.8yrs | Nessun dato | 0.010% $ 3.2m | |
| Senior Director of Investor Relations & Corporate Modeling | no data | Nessun dato | Nessun dato | |
| Executive VP | less than a year | Nessun dato | 0.0016% $ 500.3k | |
| Senior VP & Chief Sustainability Officer of Ameren Services | 3.3yrs | Nessun dato | 0.0021% $ 651.7k | |
| Senior VP & Chief Development Officer of Ameren Missouri | 5.4yrs | Nessun dato | 0.014% $ 4.3m | |
| Senior VP & Chief Nuclear Officer of Ameren Missouri Callaway Energy Center | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Energy Delivery | no data | Nessun dato | Nessun dato |
4.8yrs
Durata media
55yo
Età media
Gestione esperta: Il team dirigenziale di AEE è considerato esperto (durata media dell'incarico 4.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 6.4yrs | US$14.06m | 0.077% $ 23.7m | |
| Chairman & President of Ameren Transmission Company of Illinois | 9yrs | US$2.65m | 0.018% $ 5.7m | |
| Chairman & President of Ameren Illinois | less than a year | Nessun dato | 0.0086% $ 2.7m | |
| Independent Director | 12.9yrs | US$315.06k | 0.0038% $ 1.2m | |
| Lead Independent Director | 17.1yrs | US$330.06k | 0.019% $ 5.9m | |
| Independent Director | 14.6yrs | US$315.06k | 0.0096% $ 3.0m | |
| Independent Director | 16.1yrs | US$307.95k | 0.014% $ 4.2m | |
| Independent Director | 5.4yrs | US$295.06k | 0.000040% $ 12.4k | |
| Independent Director | 7.9yrs | US$315.06k | 0.00085% $ 262.5k | |
| Independent Director | 6.4yrs | US$315.06k | 0.0014% $ 435.5k | |
| Independent Director | 8.2yrs | US$295.06k | Nessun dato | |
| Independent Director | 10.5yrs | US$315.06k | 0.00023% $ 71.0k |
8.6yrs
Durata media
63.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di AEE sono considerati esperti (durata media dell'incarico 8.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/06 19:55 |
| Prezzo dell'azione a fine giornata | 2026/05/06 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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.
| Analista | Istituzione |
|---|---|
| Gary Hovis | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |