Ameren（AEE）株式概要アメレン・コーポレーションはその子会社とともに、米国で公益持株会社として事業を展開している。 詳細AEE ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績5/6財務の健全性1/6配当金4/6報酬株価収益率（ 19.8 x）は、 Integrated Utilities業界平均（ 20.7 x）を下回っています。収益は年間9.13%増加すると予測されています 過去1年間で収益は26%増加しました リスク分析負債は営業キャッシュフローで十分にカバーされていない 2.75%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るAEE Community Fair Values Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN9.1% undervaluedAnalystConsensusTarget•7d agoSector Tailwinds And Load Growth Trends Will Support Balanced Expansion14903Top Analyst NarrativesAmerenANAnalystConsensusTargetBased on Analyst Price TargetsSector Tailwinds And Load Growth Trends Will Support Balanced ExpansionAmeren looks set to ride a surge in electricity demand from data centers and wider electrification, while spending heavily to modernize the grid and add more clean power. The big question is whether regulators and policy support stay friendly enough to cover rising costs if that demand arrives more slowly than expected.View narrativeUS$119.87FV9.1% 割安 内在価値ディスカウント7.56%Revenue growth p.a.Set Fair ValueView149users have viewed this narrative0users have liked this narrative0users have commented on this narrative3users have followed this narrative7 days ago author updated this narrativeView all narrativesAmeren Corporation 競合他社DTE EnergySymbol: NYSE:DTEMarket cap: US$30.7bCenterPoint EnergySymbol: NYSE:CNPMarket cap: US$28.1bWEC Energy GroupSymbol: NYSE:WECMarket cap: US$37.0bConsolidated EdisonSymbol: NYSE:EDMarket cap: US$39.7b価格と性能株価の高値、安値、推移の概要Ameren過去の株価現在の株価US$109.0052週高値US$115.5952週安値US$93.50ベータ0.491ヶ月の変化2.48%3ヶ月変化-3.42%1年変化13.90%3年間の変化29.64%5年間の変化32.75%IPOからの変化154.60%最新ニュースライブニュース • Jun 12Ameren Plans US$31.8b Renewable and Grid Investments to Meet Data Center DemandAmeren plans to invest US$31.8b from 2026 to 2030 in infrastructure development, renewable energy projects and grid upgrades aimed at supporting growing electricity demand from data centers. The company has secured energy service agreements totaling 2.2 gigawatts of new demand, which underpin its long-term plan that extends through 2035. Management highlights potential risks tied to supply chain constraints and project execution as it rolls out the large capital program. This level of committed spending, combined with contracted data center demand, suggests a long pipeline of capital projects that may influence Ameren’s regulated asset base and future rate cases. Investors may want to monitor how the company manages execution risk, cost control and regulatory approvals around these renewable and grid projects, since these factors will help determine outcomes related to the planned US$31.8b investment.ナラティブの更新 • Jun 07AEE: Data Center Demand And Missouri Regulation Will Shape Future ReturnsNarrative 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.ライブニュース • Jun 03Ameren Gets Price Target Boost From JPMorgan as Data Center Growth Drives Analyst SplitJPMorgan upgraded Ameren to Overweight and raised its price target from US$120 to US$126, citing stronger long-term earnings potential tied to data center demand and a more favorable Missouri regulatory backdrop. The firm pointed to Ameren’s recent wins in high-voltage transmission projects and growing utility data center workloads as key factors supporting its view. Morgan Stanley trimmed its price target from US$117 to US$110 while keeping an Equal Weight rating, signaling a more cautious stance despite the same underlying sector themes. The split between JPMorgan’s upgrade and Morgan Stanley’s reduced target highlights how differently analysts are weighing Ameren’s data center exposure, regulatory setting in Missouri and transmission project pipeline. For you, the key considerations are how much value to place on future data center-related demand, the durability of the “highly constructive” regulatory environment described in Missouri, and the potential execution and regulatory risks that come with a larger transmission and large-load growth opportunity.Upcoming Dividend • Jun 03Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 09 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (3.3%).Declared Dividend • May 20First quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 9th June 2026 Payment date: 30th June 2026 Dividend yield will be 2.7%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 16Ameren Corporation Declares Quarterly Cash Dividend, Payable on June 30, 2026The board of directors of Ameren Corporation declared a quarterly cash dividend on its common stock of 75 cents per share. This dividend is payable June 30, 2026, to shareholders of record at the close of business on June 9, 2026.最新情報をもっと見るRecent updatesライブニュース • Jun 12Ameren Plans US$31.8b Renewable and Grid Investments to Meet Data Center DemandAmeren plans to invest US$31.8b from 2026 to 2030 in infrastructure development, renewable energy projects and grid upgrades aimed at supporting growing electricity demand from data centers. The company has secured energy service agreements totaling 2.2 gigawatts of new demand, which underpin its long-term plan that extends through 2035. Management highlights potential risks tied to supply chain constraints and project execution as it rolls out the large capital program. This level of committed spending, combined with contracted data center demand, suggests a long pipeline of capital projects that may influence Ameren’s regulated asset base and future rate cases. Investors may want to monitor how the company manages execution risk, cost control and regulatory approvals around these renewable and grid projects, since these factors will help determine outcomes related to the planned US$31.8b investment.ナラティブの更新 • Jun 07AEE: Data Center Demand And Missouri Regulation Will Shape Future ReturnsNarrative 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.ライブニュース • Jun 03Ameren Gets Price Target Boost From JPMorgan as Data Center Growth Drives Analyst SplitJPMorgan upgraded Ameren to Overweight and raised its price target from US$120 to US$126, citing stronger long-term earnings potential tied to data center demand and a more favorable Missouri regulatory backdrop. The firm pointed to Ameren’s recent wins in high-voltage transmission projects and growing utility data center workloads as key factors supporting its view. Morgan Stanley trimmed its price target from US$117 to US$110 while keeping an Equal Weight rating, signaling a more cautious stance despite the same underlying sector themes. The split between JPMorgan’s upgrade and Morgan Stanley’s reduced target highlights how differently analysts are weighing Ameren’s data center exposure, regulatory setting in Missouri and transmission project pipeline. For you, the key considerations are how much value to place on future data center-related demand, the durability of the “highly constructive” regulatory environment described in Missouri, and the potential execution and regulatory risks that come with a larger transmission and large-load growth opportunity.Upcoming Dividend • Jun 03Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 09 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (3.3%).Declared Dividend • May 20First quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 9th June 2026 Payment date: 30th June 2026 Dividend yield will be 2.7%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 16Ameren Corporation Declares Quarterly Cash Dividend, Payable on June 30, 2026The board of directors of Ameren Corporation declared a quarterly cash dividend on its common stock of 75 cents per share. This dividend is payable June 30, 2026, to shareholders of record at the close of business on June 9, 2026.ナラティブの更新 • May 14AEE: Data Center Demand And Dividend Policy Will Guide Future ReturnsAmeren'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.お知らせ • May 07Ameren Corporation Reaffirms Earnings Guidance for the Year 2026Ameren Corporation reaffirmed earnings Guidance for the year 2026. For the year, the company expects earnings guidance range of $5.25 to $5.45 per diluted share.Reported Earnings • May 06First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$1.29 (up from US$1.07 in 1Q 2025). Revenue: US$2.18b (up 7.9% from 1Q 2025). Net income: US$357.0m (up 24% from 1Q 2025). Profit margin: 16% (up from 14% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 9.1%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.Buy Or Sell Opportunity • Apr 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to US$114. The fair value is estimated to be US$94.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 9.4% per annum over the same time period.ナラティブの更新 • Apr 25AEE: Data Center Demand And Dividend Policy Will Shape Future ReturnsAmeren'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.Buy Or Sell Opportunity • Apr 09Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to US$114. The fair value is estimated to be US$94.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 9.4% per annum over the same time period.ナラティブの更新 • Apr 08AEE: Data Center Demand And Dividend Commitments Will Shape Future ReturnsAmeren'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.お知らせ • Apr 01Ameren Corporation, Annual General Meeting, May 14, 2026Ameren Corporation, Annual General Meeting, May 14, 2026.Seeking Alpha • Mar 31Ameren: A Good Safe Haven Play, But Valuation Looks QuestionableSummary 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ナラティブの更新 • Mar 25AEE: Data Center Execution And Dividend Path Will Shape Fairly Valued ReturnsAmeren'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.ナラティブの更新 • Mar 10AEE: Regulatory And Data Center Execution Will Shape Fairly Valued ReturnsAmeren'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.Recent Insider Transactions Derivative • Mar 05President notifies of intention to sell stockMartin Lyons intends to sell 27k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of March. If the sale is conducted around the recent share price of US$112, it would amount to US$3.0m. For the year to December 2019, Martin's total compensation was 13% salary and 87% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Martin's direct individual holding has increased from 203.03k shares to 237.84k. Company insiders have collectively sold US$4.8m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Mar 03Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 10 March 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (3.2%).Buy Or Sell Opportunity • Feb 26Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.3% to US$112. The fair value is estimated to be US$93.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.ナラティブの更新 • Feb 24AEE: Regulatory, Data Center And Dividend Decisions Will Guide Future ReturnsAnalysts 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.分析記事 • Feb 14Ameren Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextAmeren Corporation ( NYSE:AEE ) investors will be delighted, with the company turning in some strong numbers with its...Reported Earnings • Feb 12Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$5.38 (up from US$4.43 in FY 2024). Revenue: US$8.80b (up 20% from FY 2024). Net income: US$1.46b (up 23% from FY 2024). Profit margin: 17% (in line with FY 2024). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.4%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.お知らせ • Feb 12Ameren Corporation Affirms Earnings Guidance for the Year 2026Ameren Corporation affirmed earnings Guidance for the year 2026. For the year, the company affirmed its 2026 earnings guidance range of $5.25 to $5.45 per diluted share. Ameren expects EPS to grow at a 6% to 8% compound annual rate from 2026 through 2030, using the 2026 guidance range midpoint of $5.35 per share as the base. Ameren's multi-year earnings growth is expected to be driven by $31.8 billion of infrastructure investments underpinning projected rate base growth of approximately 10.6% compounded annually from 2025 through 2030.分析記事 • Feb 12Ameren (NYSE:AEE) Is Increasing Its Dividend To $0.75Ameren Corporation's ( NYSE:AEE ) periodic dividend will be increasing on the 31st of March to $0.75, with investors...Declared Dividend • Feb 11Third quarter dividend increased to US$0.75Dividend of US$0.75 is 5.6% higher than last year. Ex-date: 10th March 2026 Payment date: 31st March 2026 Dividend yield will be 2.7%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 10Ameren Corporation Announces Appointment of Timothy S. Rausch to Board of Directors and to the Finance Committee and the Nuclear, Operations and Environmental Sustainability Committee, Effective March 1, 2026Ameren Corporation announced that Timothy S. Rausch has been elected to the Ameren board of directors, effective March 1, 2026. and expiring at Ameren's Annual Meeting of Shareholders in 2026. Also effective March 1, 2026, the Board appointed Mr. Rausch to the Finance Committee and the Nuclear, Operations and Environmental Sustainability Committee of the Board. Rausch served as executive vice president and chief nuclear officer of Tennessee Valley Authority from October 2018 to July 2025. He previously served as senior vice president and chief nuclear officer of both Talen Energy Corporation from June 2015 to September 2018 and PPL Corporation from June 2009 to June 2015. Earlier in his career, he also held various leadership positions in nuclear generation at Exelon Nuclear Corporation and FirstEnergy Corporation. Rausch earned a Master of Business Administration from Cleveland State University and a Bachelor of Science in nuclear engineering from the University of Cincinnati.ナラティブの更新 • Feb 10AEE: Regulatory Outcomes And Dividend Policy Will Shape Future ReturnsAnalysts 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.お知らせ • Feb 07Ameren Corporation Declares Quarterly Cash Dividend, Payable on March 31, 2026Ameren Corporation declared a quarterly cash dividend on its common stock of 75 cents per share, a 5.6 percent increase from the prior quarterly cash dividend of 71 cents per share, resulting in an annualized equivalent dividend rate of $3.00 per share. The previous annualized equivalent dividend rate was $2.84 per share. The common share dividend is payable March 31, 2026, to shareholders of record at the close of business on March 10, 2026.ナラティブの更新 • Jan 25AEE: Balanced Outlook As Regulatory Outcomes And EPS Guidance Shape Future ReturnsNarrative 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.ナラティブの更新 • Jan 10AEE: Rising Load Demand And Supportive Outlook Will Drive Future EarningsAnalysts 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.Board Change • Jan 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. Independent Director Leo Mackay was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.ナラティブの更新 • Dec 26AEE: Constructive Illinois Regulation Will Support Earnings Outlook Amid Rising Load DemandAmeren'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.お知らせ • Dec 16Ameren Corporation Appoints Jamie Engstrom as Director, Effective January 1, 2026Ameren Corporation announced that Jamie L. Engstrom has been elected to the Ameren board of directors, effective January 1, 2026. Engstrom has served as the senior vice president and global chief information officer of Caterpillar Inc. since 2020. Engstrom previously served as chief information officer of Caterpillar Financial Services Corporation from 2018 to 2020, following numerous other leadership roles in information technology since joining Caterpillar in 1999. Engstrom earned a Master of Business Administration from Bradley University and a Bachelor of Science in business management and business information systems from Illinois State University. Also effective January 1, 2026, the Board appointed Ms. Engstrom to the Audit and Risk Committee and the Cybersecurity and Digital Technology Committee of the Board.ナラティブの更新 • Dec 11AEE: Favorable Illinois Regulation Will Drive Earnings Outlook Higher AheadAnalysts 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.Upcoming Dividend • Dec 02Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 09 December 2025. Payment date: 31 December 2025. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (3.3%).ナラティブの更新 • Nov 27AEE: Regulatory Trends And Load Demand Will Shape Earnings Outlook AheadAmeren'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.ナラティブの更新 • Nov 12AEE: Earnings Prospects And Sector Tailwinds Signal Balanced Outlook AheadAmeren'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.Buy Or Sell Opportunity • Nov 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 3.2% to US$105. The fair value is estimated to be US$85.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.4%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$2.37 (up from US$1.71 in 3Q 2024). Revenue: US$2.70b (up 30% from 3Q 2024). Net income: US$640.0m (up 40% from 3Q 2024). Profit margin: 24% (up from 22% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.お知らせ • Nov 06+ 1 more updateAmeren Corporation Provides Earnings Guidance for the Year 2026Ameren Corporation provided earnings guidance for the year 2026. The company expects 2026 diluted EPS to be in the range of $5.25 to $5.45.お知らせ • Nov 04Ameren Corporation Appoints David M. Feinberg as Executive Vice President, General Counsel and Corporate SecretaryAmeren Corporation announced the appointment of David M. Feinberg as executive vice president, general counsel and corporate secretary. Feinberg most recently served as executive vice president, general counsel and corporate secretary of American Electric Power Company Inc. (AEP). He joined AEP in 2011 as senior vice president and general counsel of AEP Service Corporation. Before joining AEP, Feinberg served as vice president, general counsel and corporate secretary at Allegheny Energy Inc., where he also held roles as senior litigation counsel and deputy general counsel. Earlier in his career, he was a partner at the law firm of Jenner & Block in Chicago. Feinberg holds a Juris Doctor degree from Harvard Law School and dual bachelor's degrees from the University of Pennsylvania.ナラティブの更新 • Oct 29Sector Tailwinds And Load Growth Trends Will Support Balanced ExpansionAmeren'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.Declared Dividend • Oct 15Second quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 9th December 2025 Payment date: 31st December 2025 Dividend yield will be 2.7%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.ナラティブの更新 • Oct 14Data Center Demand And Renewable Investments Will Drive ExpansionAnalysts 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.お知らせ • Oct 14Ameren Corporation Announces Leadership Changes, Effective January 1, 2026Ameren Corporation announced organizational changes designed to drive consistent and continuously improving operating performance and enhance the breadth and depth of experience of its executive team, strengthening the company for the future. The changes are effective January 1, 2026. Michael Moehn, aged 56, currently senior executive vice president and chief financial officer of Ameren Corporation and chairman and president of Ameren Services, as well as interim chairman and president of Ameren Missouri, will assume the newly created role of group president, Ameren Utilities. In this role, Moehn will oversee each of Ameren's operating utilities, with the presidents of Ameren Missouri, Ameren Illinois, and Ameren Transmission Company of Illinois reporting to him. Lenny Singh, aged 56, currently chairman and president of Ameren Illinois, will assume the role of executive vice president of Ameren Corporation and chairman and president of Ameren Services. Moehn and Singh will continue reporting to Martin J. Lyons Jr., chairman, president and chief executive officer of Ameren Corporation. Patrick Smith Sr., currently senior vice president of operations and technical services, will assume the role of chairman and president of Ameren Illinois and report to Moehn. Shawn Schukar will continue to serve as chairman and president of Ameren Transmission Company of Illinois, which has driven significant value for customers and the company under his leadership. Moehn joined Ameren in 2000 and has held numerous senior leadership roles across the company, with responsibility for areas including nuclear and customer operations, regulatory and legislative affairs, strategy, finance, accounting, risk management and digital. Prior to his current role, he served as chairman and president of Ameren Missouri from 2014 to 2019. Mr. Singh, has served as the Chairman and President of Ameren Illinois since August 2022. Previously, he served in various senior leadership roles at Consolidated Edison Company of New York, including Senior Vice President of Customer Energy Solutions from December 2020 to June 2022 and Vice President of Manhattan Electric Operations from June 2015 to November 2020.お知らせ • Oct 11Ameren Corporation Declares Quarterly Dividend, Payable on December 31, 2025The board of directors of Ameren Corporation declared a quarterly cash dividend on its common stock of 71 cents per share. This dividend is payable December 31, 2025, to shareholders of record at the close of business on December 9, 2025.Buy Or Sell Opportunity • Sep 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.4% to US$104. The fair value is estimated to be US$85.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.1%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.分析記事 • Sep 19Estimating 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...Upcoming Dividend • Sep 04Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 09 September 2025. Payment date: 30 September 2025. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (3.4%).分析記事 • Sep 01Here's What To Make Of Ameren's (NYSE:AEE) Decelerating Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Declared Dividend • Aug 20Second quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 9th September 2025 Payment date: 30th September 2025 Dividend yield will be 2.7%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 16Ameren Corporation Directors Declare Quarterly Dividend, Payable on September 30, 2025The board of directors of Ameren Corporation declared a quarterly cash dividend on its common stock of 71 cents per share. This dividend is payable Sept. 30, 2025, to shareholders of record at the close of business on Sept. 9, 2025.Buy Or Sell Opportunity • Aug 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.6% to US$102. The fair value is estimated to be US$85.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.1%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.分析記事 • Aug 08Revenue Beat: Ameren Corporation Exceeded Revenue Forecasts By 25% And Analysts Are Updating Their EstimatesNYSE:AEE 1 Year Share Price vs Fair Value Explore Ameren's Fair Values from the Community and select yours Ameren...New Risk • Aug 07New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.3m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Significant insider selling over the past 3 months (US$1.3m sold).Reported Earnings • Aug 01Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.02 (up from US$0.97 in 2Q 2024). Revenue: US$2.22b (up 37% from 2Q 2024). Net income: US$275.0m (up 6.6% from 2Q 2024). Profit margin: 12% (down from 16% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 25%. Earnings per share (EPS) also surpassed analyst estimates by 1.4%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.お知らせ • Aug 01Ameren Corporation Reaffirms Earnings Guidance for 2025Ameren Corporation reaffirmed earnings guidance for 2025. For the period, the company expects Diluted earnings per share of $4.85 to $5.05. Due to strong year-to-date performance, Ameren is well positioned to deliver 2025 earnings in the top half of its 2025 earnings guidance range.分析記事 • Jun 22Pinning Down Ameren Corporation's (NYSE:AEE) P/E Is Difficult Right NowWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Upcoming Dividend • Jun 03Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 10 June 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (3.5%).Declared Dividend • May 15First quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 10th June 2025 Payment date: 30th June 2025 Dividend yield will be 2.9%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 13+ 1 more updateAmeren Corporation has completed a Follow-on Equity Offering in the amount of $521.739104 million.Ameren Corporation has completed a Follow-on Equity Offering in the amount of $521.739104 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,550,416 Price\Range: $94 Discount Per Security: $2.115お知らせ • May 10Ameren Corporation Declare Quarterly Dividend, Payable on June 30, 2025The board of directors of Ameren Corporation declared a quarterly cash dividend on its common stock of 71 cents per share. This dividend is payable June 30, 2025, to shareholders of record at the close of business on June 10, 2025.Reported Earnings • May 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$1.07 (up from US$0.98 in 1Q 2024). Revenue: US$2.10b (up 20% from 1Q 2024). Net income: US$289.0m (up 11% from 1Q 2024). Profit margin: 14% (down from 15% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.9%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.お知らせ • May 02Ameren Corporation Reaffirms Earnings Guidance for the Year 2025Ameren Corporation reaffirmed earnings guidance for the year 2025. For the year, the company expects earnings per share in the range of $4.85 to $5.05.お知らせ • Mar 28Ameren Corporation Announces Resignation of Kimberly J. Harris as DirectorOn March 24, 2025, Kimberly J. Harris notified the Board of Directors of Ameren Corporation (the "Company") that she was resigning as a director of the Company, effective immediately. Ms. Harris's resignation was for personal reasons to focus on her health and recovery from a recent medical issue and not due to any disagreement with the Company on any matter relating to the Company's operations, policies or practices.お知らせ • Mar 26Ameren Corporation, Annual General Meeting, May 08, 2025Ameren Corporation, Annual General Meeting, May 08, 2025.Seeking Alpha • Mar 16Ameren: Improving Growth Prospects But Still ExpensiveSummary 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 AlphaRecent Insider Transactions Derivative • Mar 06President notifies of intention to sell stockMartin Lyons intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of March. If the sale is conducted around the recent share price of US$104, it would amount to US$1.5m. For the year to December 2018, Martin's total compensation was 13% salary and 87% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Martin's direct individual holding has increased from 190.11k shares to 239.99k. Company insiders have collectively sold US$3.8m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Mar 04Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 11 March 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (3.5%).Reported Earnings • Feb 14Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$4.43 (up from US$4.38 in FY 2023). Revenue: US$7.62b (up 4.9% from FY 2023). Net income: US$1.18b (up 2.6% from FY 2023). Profit margin: 16% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.4%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.お知らせ • Feb 14Ameren Corporation Affirms Earnings Guidance for the Year 2025Ameren Corporation affirmed earnings Guidance for the year 2025. For the year, the company expects earnings guidance range of $4.85 to $5.05per diluted share. Ameren expects diluted earnings per share to grow at a 6% to 8% compound annual rate from 2025 through 2029, using the 2025 guidance range midpoint of $4.95per share as the base.Declared Dividend • Feb 12Third quarter dividend increased to US$0.71Dividend of US$0.71 is 6.0% higher than last year. Ex-date: 11th March 2025 Payment date: 31st March 2025 Dividend yield will be 2.8%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (62% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 08Ameren Corporation Increases Quarterly Cash Dividend, Payable on March 31, 2025The board of directors of Ameren Corporation declared a quarterly cash dividend on its common stock of 71 cents per share, an approximate 6% increase from the prior quarterly cash dividend of 67 cents per share, resulting in an annualized equivalent dividend rate of $2.84 per share. The previous annualized equivalent dividend rate was $2.68 per share. The common share dividend is payable March 31, 2025, to shareholders of record at the close of business on March 11, 2025.お知らせ • Dec 17Ameren Corporation Appoints Steven O. Vondran to its Board of Directors, Effective January 1, 2025Ameren Corporation announced that Steven O. Vondran has been elected to the Ameren board of directors, effective January 1, 2025. Vondran is the president and chief executive officer of American Tower Corporation. Vondran has held various leadership positions since joining American Tower in 2000, including serving as executive vice president and global chief operating officer from November 2023 through February 2024, and as executive vice president and president, U.S. Tower Division from August 2018 through October 2023. Vondran earned a Juris Doctor from the University of Arkansas at Little Rock and a Bachelor of Arts in economics and business from Hendrix College.Seeking Alpha • Dec 07Ameren: Getting Difficult To Justify The ValuationSummary 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 AlphaUpcoming Dividend • Dec 04Upcoming dividend of US$0.67 per shareEligible shareholders must have bought the stock before 11 December 2024. Payment date: 31 December 2024. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (3.3%).Reported Earnings • Nov 08Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: US$1.71 (down from US$1.88 in 3Q 2023). Revenue: US$2.17b (up 10% from 3Q 2023). Net income: US$456.0m (down 7.5% from 3Q 2023). Profit margin: 21% (down from 25% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.お知らせ • Nov 08Ameren Corporation Revises Earnings Guidance for the Year 2024Ameren Corporation revised earnings guidance for the year 2024. For the year, the company expects GAAP diluted earnings per share guidance to be in a range of $4.34 to $4.48, compared to the prior GAAP guidance range of $4.52 to $4.72.お知らせ • Nov 07Ameren Corporation Provides Earnings Guidance for the Year 2025Ameren Corporation provided earnings guidance for the year 2025. For the year, the company expects earnings per share to be in the range of $4.85to $5.05per share, with the midpoint representing a 7.1% increase over the midpoint of 2024 adjusted guidance range.Declared Dividend • Oct 16Second quarter dividend of US$0.67 announcedShareholders will receive a dividend of US$0.67. Ex-date: 11th December 2024 Payment date: 31st December 2024 Dividend yield will be 3.0%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (59% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 12+ 1 more updateAmeren Corporation to Report Q3, 2024 Results on Nov 07, 2024Ameren Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024Upcoming Dividend • Sep 04Upcoming dividend of US$0.67 per shareEligible shareholders must have bought the stock before 11 September 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (3.5%).Declared Dividend • Aug 14Second quarter dividend of US$0.67 announcedShareholders will receive a dividend of US$0.67. Ex-date: 11th September 2024 Payment date: 30th September 2024 Dividend yield will be 3.2%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (59% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 10Ameren Corporation Declares Quarterly Cash Dividend, Payable on September 30, 2024The board of directors of Ameren Corporation declared a quarterly cash dividend on its common stock of 67 cents per share. This dividend is payable on September 30, 2024, to shareholders of record at the close of business on September 11, 2024.Reported Earnings • Aug 02Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: US$0.97 (up from US$0.90 in 2Q 2023). Revenue: US$1.69b (flat on 2Q 2023). Net income: US$258.0m (up 8.9% from 2Q 2023). Profit margin: 15% (up from 14% in 2Q 2023). Revenue missed analyst estimates by 9.7%. Earnings per share (EPS) exceeded analyst estimates by 3.4%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.株主還元AEEUS Integrated UtilitiesUS 市場7D-0.2%0.8%0.9%1Y13.9%13.1%24.5%株主還元を見る業界別リターン: AEE過去 1 年間で13.1 % のリターンをもたらしたUS Integrated Utilities業界と一致しました。リターン対市場: AEEは、過去 1 年間で24.5 % のリターンを上げたUS市場を下回りました。価格変動Is AEE's price volatile compared to industry and market?AEE volatilityAEE Average Weekly Movement2.7%Integrated Utilities Industry Average Movement2.9%Market Average Movement7.2%10% most volatile stocks in US Market16.7%10% least volatile stocks in US Market3.1%安定した株価: AEE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: AEEの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト18818,913Marty Lyonswww.amereninvestors.comアメレン・コーポレーションは、その子会社とともに、米国の公益持株会社として事業を展開している。同社は4つのセグメントで事業を展開している：アメレン・ミズーリ、アメレン・イリノイ配電、アメレン・イリノイ天然ガス、アメレン送電。料金規制のある発電、送電、配電事業と天然ガスの送電、配電事業に従事している。石炭、原子力、天然ガスのほか、水力、風力、メタンガス、太陽エネルギーセンターなどの再生可能エネルギーによる発電も行っている。家庭用、商業用、工業用の顧客にサービスを提供している。アメレン・コーポレーションは1881年に設立され、ミズーリ州セントルイスに本社を置いている。もっと見るAmeren Corporation 基礎のまとめAmeren の収益と売上を時価総額と比較するとどうか。AEE 基礎統計学時価総額US$30.17b収益（TTM）US$1.52b売上高(TTM)US$8.55b19.8xPER（株価収益率3.5xP/SレシオAEE は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計AEE 損益計算書（TTM）収益US$8.55b売上原価US$4.23b売上総利益US$4.31bその他の費用US$2.79b収益US$1.52b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）5.51グロス・マージン50.45%純利益率17.84%有利子負債／自己資本比率155.7%AEE の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.8%現在の配当利回り51%配当性向AEE 配当は確実ですか？AEE 配当履歴とベンチマークを見るAEE 、いつまでに購入すれば配当金を受け取れますか？Ameren 配当日配当落ち日Jun 09 2026配当支払日Jun 30 2026配当落ちまでの日数6 days配当支払日までの日数15 daysAEE 配当は確実ですか？AEE 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/14 12:21終値2026/06/12 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ameren Corporation 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関Gary HovisArgus Research CompanyDaniel FordBarclaysNicholas CampanellaBarclays18 その他のアナリストを表示
ライブニュース • Jun 12Ameren Plans US$31.8b Renewable and Grid Investments to Meet Data Center DemandAmeren plans to invest US$31.8b from 2026 to 2030 in infrastructure development, renewable energy projects and grid upgrades aimed at supporting growing electricity demand from data centers. The company has secured energy service agreements totaling 2.2 gigawatts of new demand, which underpin its long-term plan that extends through 2035. Management highlights potential risks tied to supply chain constraints and project execution as it rolls out the large capital program. This level of committed spending, combined with contracted data center demand, suggests a long pipeline of capital projects that may influence Ameren’s regulated asset base and future rate cases. Investors may want to monitor how the company manages execution risk, cost control and regulatory approvals around these renewable and grid projects, since these factors will help determine outcomes related to the planned US$31.8b investment.
ナラティブの更新 • Jun 07AEE: Data Center Demand And Missouri Regulation Will Shape Future ReturnsNarrative 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.
ライブニュース • Jun 03Ameren Gets Price Target Boost From JPMorgan as Data Center Growth Drives Analyst SplitJPMorgan upgraded Ameren to Overweight and raised its price target from US$120 to US$126, citing stronger long-term earnings potential tied to data center demand and a more favorable Missouri regulatory backdrop. The firm pointed to Ameren’s recent wins in high-voltage transmission projects and growing utility data center workloads as key factors supporting its view. Morgan Stanley trimmed its price target from US$117 to US$110 while keeping an Equal Weight rating, signaling a more cautious stance despite the same underlying sector themes. The split between JPMorgan’s upgrade and Morgan Stanley’s reduced target highlights how differently analysts are weighing Ameren’s data center exposure, regulatory setting in Missouri and transmission project pipeline. For you, the key considerations are how much value to place on future data center-related demand, the durability of the “highly constructive” regulatory environment described in Missouri, and the potential execution and regulatory risks that come with a larger transmission and large-load growth opportunity.
Upcoming Dividend • Jun 03Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 09 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (3.3%).
Declared Dividend • May 20First quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 9th June 2026 Payment date: 30th June 2026 Dividend yield will be 2.7%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 16Ameren Corporation Declares Quarterly Cash Dividend, Payable on June 30, 2026The board of directors of Ameren Corporation declared a quarterly cash dividend on its common stock of 75 cents per share. This dividend is payable June 30, 2026, to shareholders of record at the close of business on June 9, 2026.
ライブニュース • Jun 12Ameren Plans US$31.8b Renewable and Grid Investments to Meet Data Center DemandAmeren plans to invest US$31.8b from 2026 to 2030 in infrastructure development, renewable energy projects and grid upgrades aimed at supporting growing electricity demand from data centers. The company has secured energy service agreements totaling 2.2 gigawatts of new demand, which underpin its long-term plan that extends through 2035. Management highlights potential risks tied to supply chain constraints and project execution as it rolls out the large capital program. This level of committed spending, combined with contracted data center demand, suggests a long pipeline of capital projects that may influence Ameren’s regulated asset base and future rate cases. Investors may want to monitor how the company manages execution risk, cost control and regulatory approvals around these renewable and grid projects, since these factors will help determine outcomes related to the planned US$31.8b investment.
ナラティブの更新 • Jun 07AEE: Data Center Demand And Missouri Regulation Will Shape Future ReturnsNarrative 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.
ライブニュース • Jun 03Ameren Gets Price Target Boost From JPMorgan as Data Center Growth Drives Analyst SplitJPMorgan upgraded Ameren to Overweight and raised its price target from US$120 to US$126, citing stronger long-term earnings potential tied to data center demand and a more favorable Missouri regulatory backdrop. The firm pointed to Ameren’s recent wins in high-voltage transmission projects and growing utility data center workloads as key factors supporting its view. Morgan Stanley trimmed its price target from US$117 to US$110 while keeping an Equal Weight rating, signaling a more cautious stance despite the same underlying sector themes. The split between JPMorgan’s upgrade and Morgan Stanley’s reduced target highlights how differently analysts are weighing Ameren’s data center exposure, regulatory setting in Missouri and transmission project pipeline. For you, the key considerations are how much value to place on future data center-related demand, the durability of the “highly constructive” regulatory environment described in Missouri, and the potential execution and regulatory risks that come with a larger transmission and large-load growth opportunity.
Upcoming Dividend • Jun 03Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 09 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (3.3%).
Declared Dividend • May 20First quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 9th June 2026 Payment date: 30th June 2026 Dividend yield will be 2.7%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 16Ameren Corporation Declares Quarterly Cash Dividend, Payable on June 30, 2026The board of directors of Ameren Corporation declared a quarterly cash dividend on its common stock of 75 cents per share. This dividend is payable June 30, 2026, to shareholders of record at the close of business on June 9, 2026.
ナラティブの更新 • May 14AEE: Data Center Demand And Dividend Policy Will Guide Future ReturnsAmeren'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.
お知らせ • May 07Ameren Corporation Reaffirms Earnings Guidance for the Year 2026Ameren Corporation reaffirmed earnings Guidance for the year 2026. For the year, the company expects earnings guidance range of $5.25 to $5.45 per diluted share.
Reported Earnings • May 06First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$1.29 (up from US$1.07 in 1Q 2025). Revenue: US$2.18b (up 7.9% from 1Q 2025). Net income: US$357.0m (up 24% from 1Q 2025). Profit margin: 16% (up from 14% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 9.1%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.
Buy Or Sell Opportunity • Apr 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to US$114. The fair value is estimated to be US$94.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 9.4% per annum over the same time period.
ナラティブの更新 • Apr 25AEE: Data Center Demand And Dividend Policy Will Shape Future ReturnsAmeren'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.
Buy Or Sell Opportunity • Apr 09Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to US$114. The fair value is estimated to be US$94.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 9.4% per annum over the same time period.
ナラティブの更新 • Apr 08AEE: Data Center Demand And Dividend Commitments Will Shape Future ReturnsAmeren'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.
お知らせ • Apr 01Ameren Corporation, Annual General Meeting, May 14, 2026Ameren Corporation, Annual General Meeting, May 14, 2026.
Seeking Alpha • Mar 31Ameren: A Good Safe Haven Play, But Valuation Looks QuestionableSummary 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
ナラティブの更新 • Mar 25AEE: Data Center Execution And Dividend Path Will Shape Fairly Valued ReturnsAmeren'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.
ナラティブの更新 • Mar 10AEE: Regulatory And Data Center Execution Will Shape Fairly Valued ReturnsAmeren'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.
Recent Insider Transactions Derivative • Mar 05President notifies of intention to sell stockMartin Lyons intends to sell 27k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of March. If the sale is conducted around the recent share price of US$112, it would amount to US$3.0m. For the year to December 2019, Martin's total compensation was 13% salary and 87% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Martin's direct individual holding has increased from 203.03k shares to 237.84k. Company insiders have collectively sold US$4.8m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Mar 03Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 10 March 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (3.2%).
Buy Or Sell Opportunity • Feb 26Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.3% to US$112. The fair value is estimated to be US$93.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.
ナラティブの更新 • Feb 24AEE: Regulatory, Data Center And Dividend Decisions Will Guide Future ReturnsAnalysts 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.
分析記事 • Feb 14Ameren Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextAmeren Corporation ( NYSE:AEE ) investors will be delighted, with the company turning in some strong numbers with its...
Reported Earnings • Feb 12Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$5.38 (up from US$4.43 in FY 2024). Revenue: US$8.80b (up 20% from FY 2024). Net income: US$1.46b (up 23% from FY 2024). Profit margin: 17% (in line with FY 2024). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.4%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Feb 12Ameren Corporation Affirms Earnings Guidance for the Year 2026Ameren Corporation affirmed earnings Guidance for the year 2026. For the year, the company affirmed its 2026 earnings guidance range of $5.25 to $5.45 per diluted share. Ameren expects EPS to grow at a 6% to 8% compound annual rate from 2026 through 2030, using the 2026 guidance range midpoint of $5.35 per share as the base. Ameren's multi-year earnings growth is expected to be driven by $31.8 billion of infrastructure investments underpinning projected rate base growth of approximately 10.6% compounded annually from 2025 through 2030.
分析記事 • Feb 12Ameren (NYSE:AEE) Is Increasing Its Dividend To $0.75Ameren Corporation's ( NYSE:AEE ) periodic dividend will be increasing on the 31st of March to $0.75, with investors...
Declared Dividend • Feb 11Third quarter dividend increased to US$0.75Dividend of US$0.75 is 5.6% higher than last year. Ex-date: 10th March 2026 Payment date: 31st March 2026 Dividend yield will be 2.7%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 10Ameren Corporation Announces Appointment of Timothy S. Rausch to Board of Directors and to the Finance Committee and the Nuclear, Operations and Environmental Sustainability Committee, Effective March 1, 2026Ameren Corporation announced that Timothy S. Rausch has been elected to the Ameren board of directors, effective March 1, 2026. and expiring at Ameren's Annual Meeting of Shareholders in 2026. Also effective March 1, 2026, the Board appointed Mr. Rausch to the Finance Committee and the Nuclear, Operations and Environmental Sustainability Committee of the Board. Rausch served as executive vice president and chief nuclear officer of Tennessee Valley Authority from October 2018 to July 2025. He previously served as senior vice president and chief nuclear officer of both Talen Energy Corporation from June 2015 to September 2018 and PPL Corporation from June 2009 to June 2015. Earlier in his career, he also held various leadership positions in nuclear generation at Exelon Nuclear Corporation and FirstEnergy Corporation. Rausch earned a Master of Business Administration from Cleveland State University and a Bachelor of Science in nuclear engineering from the University of Cincinnati.
ナラティブの更新 • Feb 10AEE: Regulatory Outcomes And Dividend Policy Will Shape Future ReturnsAnalysts 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.
お知らせ • Feb 07Ameren Corporation Declares Quarterly Cash Dividend, Payable on March 31, 2026Ameren Corporation declared a quarterly cash dividend on its common stock of 75 cents per share, a 5.6 percent increase from the prior quarterly cash dividend of 71 cents per share, resulting in an annualized equivalent dividend rate of $3.00 per share. The previous annualized equivalent dividend rate was $2.84 per share. The common share dividend is payable March 31, 2026, to shareholders of record at the close of business on March 10, 2026.
ナラティブの更新 • Jan 25AEE: Balanced Outlook As Regulatory Outcomes And EPS Guidance Shape Future ReturnsNarrative 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.
ナラティブの更新 • Jan 10AEE: Rising Load Demand And Supportive Outlook Will Drive Future EarningsAnalysts 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.
Board Change • Jan 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. Independent Director Leo Mackay was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
ナラティブの更新 • Dec 26AEE: Constructive Illinois Regulation Will Support Earnings Outlook Amid Rising Load DemandAmeren'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.
お知らせ • Dec 16Ameren Corporation Appoints Jamie Engstrom as Director, Effective January 1, 2026Ameren Corporation announced that Jamie L. Engstrom has been elected to the Ameren board of directors, effective January 1, 2026. Engstrom has served as the senior vice president and global chief information officer of Caterpillar Inc. since 2020. Engstrom previously served as chief information officer of Caterpillar Financial Services Corporation from 2018 to 2020, following numerous other leadership roles in information technology since joining Caterpillar in 1999. Engstrom earned a Master of Business Administration from Bradley University and a Bachelor of Science in business management and business information systems from Illinois State University. Also effective January 1, 2026, the Board appointed Ms. Engstrom to the Audit and Risk Committee and the Cybersecurity and Digital Technology Committee of the Board.
ナラティブの更新 • Dec 11AEE: Favorable Illinois Regulation Will Drive Earnings Outlook Higher AheadAnalysts 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.
Upcoming Dividend • Dec 02Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 09 December 2025. Payment date: 31 December 2025. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (3.3%).
ナラティブの更新 • Nov 27AEE: Regulatory Trends And Load Demand Will Shape Earnings Outlook AheadAmeren'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.
ナラティブの更新 • Nov 12AEE: Earnings Prospects And Sector Tailwinds Signal Balanced Outlook AheadAmeren'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.
Buy Or Sell Opportunity • Nov 07Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 3.2% to US$105. The fair value is estimated to be US$85.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.4%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$2.37 (up from US$1.71 in 3Q 2024). Revenue: US$2.70b (up 30% from 3Q 2024). Net income: US$640.0m (up 40% from 3Q 2024). Profit margin: 24% (up from 22% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Nov 06+ 1 more updateAmeren Corporation Provides Earnings Guidance for the Year 2026Ameren Corporation provided earnings guidance for the year 2026. The company expects 2026 diluted EPS to be in the range of $5.25 to $5.45.
お知らせ • Nov 04Ameren Corporation Appoints David M. Feinberg as Executive Vice President, General Counsel and Corporate SecretaryAmeren Corporation announced the appointment of David M. Feinberg as executive vice president, general counsel and corporate secretary. Feinberg most recently served as executive vice president, general counsel and corporate secretary of American Electric Power Company Inc. (AEP). He joined AEP in 2011 as senior vice president and general counsel of AEP Service Corporation. Before joining AEP, Feinberg served as vice president, general counsel and corporate secretary at Allegheny Energy Inc., where he also held roles as senior litigation counsel and deputy general counsel. Earlier in his career, he was a partner at the law firm of Jenner & Block in Chicago. Feinberg holds a Juris Doctor degree from Harvard Law School and dual bachelor's degrees from the University of Pennsylvania.
ナラティブの更新 • Oct 29Sector Tailwinds And Load Growth Trends Will Support Balanced ExpansionAmeren'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.
Declared Dividend • Oct 15Second quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 9th December 2025 Payment date: 31st December 2025 Dividend yield will be 2.7%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
ナラティブの更新 • Oct 14Data Center Demand And Renewable Investments Will Drive ExpansionAnalysts 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.
お知らせ • Oct 14Ameren Corporation Announces Leadership Changes, Effective January 1, 2026Ameren Corporation announced organizational changes designed to drive consistent and continuously improving operating performance and enhance the breadth and depth of experience of its executive team, strengthening the company for the future. The changes are effective January 1, 2026. Michael Moehn, aged 56, currently senior executive vice president and chief financial officer of Ameren Corporation and chairman and president of Ameren Services, as well as interim chairman and president of Ameren Missouri, will assume the newly created role of group president, Ameren Utilities. In this role, Moehn will oversee each of Ameren's operating utilities, with the presidents of Ameren Missouri, Ameren Illinois, and Ameren Transmission Company of Illinois reporting to him. Lenny Singh, aged 56, currently chairman and president of Ameren Illinois, will assume the role of executive vice president of Ameren Corporation and chairman and president of Ameren Services. Moehn and Singh will continue reporting to Martin J. Lyons Jr., chairman, president and chief executive officer of Ameren Corporation. Patrick Smith Sr., currently senior vice president of operations and technical services, will assume the role of chairman and president of Ameren Illinois and report to Moehn. Shawn Schukar will continue to serve as chairman and president of Ameren Transmission Company of Illinois, which has driven significant value for customers and the company under his leadership. Moehn joined Ameren in 2000 and has held numerous senior leadership roles across the company, with responsibility for areas including nuclear and customer operations, regulatory and legislative affairs, strategy, finance, accounting, risk management and digital. Prior to his current role, he served as chairman and president of Ameren Missouri from 2014 to 2019. Mr. Singh, has served as the Chairman and President of Ameren Illinois since August 2022. Previously, he served in various senior leadership roles at Consolidated Edison Company of New York, including Senior Vice President of Customer Energy Solutions from December 2020 to June 2022 and Vice President of Manhattan Electric Operations from June 2015 to November 2020.
お知らせ • Oct 11Ameren Corporation Declares Quarterly Dividend, Payable on December 31, 2025The board of directors of Ameren Corporation declared a quarterly cash dividend on its common stock of 71 cents per share. This dividend is payable December 31, 2025, to shareholders of record at the close of business on December 9, 2025.
Buy Or Sell Opportunity • Sep 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.4% to US$104. The fair value is estimated to be US$85.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.1%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.
分析記事 • Sep 19Estimating 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...
Upcoming Dividend • Sep 04Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 09 September 2025. Payment date: 30 September 2025. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (3.4%).
分析記事 • Sep 01Here's What To Make Of Ameren's (NYSE:AEE) Decelerating Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Declared Dividend • Aug 20Second quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 9th September 2025 Payment date: 30th September 2025 Dividend yield will be 2.7%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 16Ameren Corporation Directors Declare Quarterly Dividend, Payable on September 30, 2025The board of directors of Ameren Corporation declared a quarterly cash dividend on its common stock of 71 cents per share. This dividend is payable Sept. 30, 2025, to shareholders of record at the close of business on Sept. 9, 2025.
Buy Or Sell Opportunity • Aug 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.6% to US$102. The fair value is estimated to be US$85.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.1%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.
分析記事 • Aug 08Revenue Beat: Ameren Corporation Exceeded Revenue Forecasts By 25% And Analysts Are Updating Their EstimatesNYSE:AEE 1 Year Share Price vs Fair Value Explore Ameren's Fair Values from the Community and select yours Ameren...
New Risk • Aug 07New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.3m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Significant insider selling over the past 3 months (US$1.3m sold).
Reported Earnings • Aug 01Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.02 (up from US$0.97 in 2Q 2024). Revenue: US$2.22b (up 37% from 2Q 2024). Net income: US$275.0m (up 6.6% from 2Q 2024). Profit margin: 12% (down from 16% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 25%. Earnings per share (EPS) also surpassed analyst estimates by 1.4%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.
お知らせ • Aug 01Ameren Corporation Reaffirms Earnings Guidance for 2025Ameren Corporation reaffirmed earnings guidance for 2025. For the period, the company expects Diluted earnings per share of $4.85 to $5.05. Due to strong year-to-date performance, Ameren is well positioned to deliver 2025 earnings in the top half of its 2025 earnings guidance range.
分析記事 • Jun 22Pinning Down Ameren Corporation's (NYSE:AEE) P/E Is Difficult Right NowWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Upcoming Dividend • Jun 03Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 10 June 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (3.5%).
Declared Dividend • May 15First quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 10th June 2025 Payment date: 30th June 2025 Dividend yield will be 2.9%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 13+ 1 more updateAmeren Corporation has completed a Follow-on Equity Offering in the amount of $521.739104 million.Ameren Corporation has completed a Follow-on Equity Offering in the amount of $521.739104 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,550,416 Price\Range: $94 Discount Per Security: $2.115
お知らせ • May 10Ameren Corporation Declare Quarterly Dividend, Payable on June 30, 2025The board of directors of Ameren Corporation declared a quarterly cash dividend on its common stock of 71 cents per share. This dividend is payable June 30, 2025, to shareholders of record at the close of business on June 10, 2025.
Reported Earnings • May 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$1.07 (up from US$0.98 in 1Q 2024). Revenue: US$2.10b (up 20% from 1Q 2024). Net income: US$289.0m (up 11% from 1Q 2024). Profit margin: 14% (down from 15% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.9%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.
お知らせ • May 02Ameren Corporation Reaffirms Earnings Guidance for the Year 2025Ameren Corporation reaffirmed earnings guidance for the year 2025. For the year, the company expects earnings per share in the range of $4.85 to $5.05.
お知らせ • Mar 28Ameren Corporation Announces Resignation of Kimberly J. Harris as DirectorOn March 24, 2025, Kimberly J. Harris notified the Board of Directors of Ameren Corporation (the "Company") that she was resigning as a director of the Company, effective immediately. Ms. Harris's resignation was for personal reasons to focus on her health and recovery from a recent medical issue and not due to any disagreement with the Company on any matter relating to the Company's operations, policies or practices.
お知らせ • Mar 26Ameren Corporation, Annual General Meeting, May 08, 2025Ameren Corporation, Annual General Meeting, May 08, 2025.
Seeking Alpha • Mar 16Ameren: Improving Growth Prospects But Still ExpensiveSummary 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
Recent Insider Transactions Derivative • Mar 06President notifies of intention to sell stockMartin Lyons intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of March. If the sale is conducted around the recent share price of US$104, it would amount to US$1.5m. For the year to December 2018, Martin's total compensation was 13% salary and 87% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Martin's direct individual holding has increased from 190.11k shares to 239.99k. Company insiders have collectively sold US$3.8m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Mar 04Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 11 March 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (3.5%).
Reported Earnings • Feb 14Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$4.43 (up from US$4.38 in FY 2023). Revenue: US$7.62b (up 4.9% from FY 2023). Net income: US$1.18b (up 2.6% from FY 2023). Profit margin: 16% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.4%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.
お知らせ • Feb 14Ameren Corporation Affirms Earnings Guidance for the Year 2025Ameren Corporation affirmed earnings Guidance for the year 2025. For the year, the company expects earnings guidance range of $4.85 to $5.05per diluted share. Ameren expects diluted earnings per share to grow at a 6% to 8% compound annual rate from 2025 through 2029, using the 2025 guidance range midpoint of $4.95per share as the base.
Declared Dividend • Feb 12Third quarter dividend increased to US$0.71Dividend of US$0.71 is 6.0% higher than last year. Ex-date: 11th March 2025 Payment date: 31st March 2025 Dividend yield will be 2.8%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (62% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 08Ameren Corporation Increases Quarterly Cash Dividend, Payable on March 31, 2025The board of directors of Ameren Corporation declared a quarterly cash dividend on its common stock of 71 cents per share, an approximate 6% increase from the prior quarterly cash dividend of 67 cents per share, resulting in an annualized equivalent dividend rate of $2.84 per share. The previous annualized equivalent dividend rate was $2.68 per share. The common share dividend is payable March 31, 2025, to shareholders of record at the close of business on March 11, 2025.
お知らせ • Dec 17Ameren Corporation Appoints Steven O. Vondran to its Board of Directors, Effective January 1, 2025Ameren Corporation announced that Steven O. Vondran has been elected to the Ameren board of directors, effective January 1, 2025. Vondran is the president and chief executive officer of American Tower Corporation. Vondran has held various leadership positions since joining American Tower in 2000, including serving as executive vice president and global chief operating officer from November 2023 through February 2024, and as executive vice president and president, U.S. Tower Division from August 2018 through October 2023. Vondran earned a Juris Doctor from the University of Arkansas at Little Rock and a Bachelor of Arts in economics and business from Hendrix College.
Seeking Alpha • Dec 07Ameren: Getting Difficult To Justify The ValuationSummary 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
Upcoming Dividend • Dec 04Upcoming dividend of US$0.67 per shareEligible shareholders must have bought the stock before 11 December 2024. Payment date: 31 December 2024. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (3.3%).
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: US$1.71 (down from US$1.88 in 3Q 2023). Revenue: US$2.17b (up 10% from 3Q 2023). Net income: US$456.0m (down 7.5% from 3Q 2023). Profit margin: 21% (down from 25% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Nov 08Ameren Corporation Revises Earnings Guidance for the Year 2024Ameren Corporation revised earnings guidance for the year 2024. For the year, the company expects GAAP diluted earnings per share guidance to be in a range of $4.34 to $4.48, compared to the prior GAAP guidance range of $4.52 to $4.72.
お知らせ • Nov 07Ameren Corporation Provides Earnings Guidance for the Year 2025Ameren Corporation provided earnings guidance for the year 2025. For the year, the company expects earnings per share to be in the range of $4.85to $5.05per share, with the midpoint representing a 7.1% increase over the midpoint of 2024 adjusted guidance range.
Declared Dividend • Oct 16Second quarter dividend of US$0.67 announcedShareholders will receive a dividend of US$0.67. Ex-date: 11th December 2024 Payment date: 31st December 2024 Dividend yield will be 3.0%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (59% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 12+ 1 more updateAmeren Corporation to Report Q3, 2024 Results on Nov 07, 2024Ameren Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024
Upcoming Dividend • Sep 04Upcoming dividend of US$0.67 per shareEligible shareholders must have bought the stock before 11 September 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (3.5%).
Declared Dividend • Aug 14Second quarter dividend of US$0.67 announcedShareholders will receive a dividend of US$0.67. Ex-date: 11th September 2024 Payment date: 30th September 2024 Dividend yield will be 3.2%, which is lower than the industry average of 4.1%. Sustainability & Growth Dividend is covered by earnings (59% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 10Ameren Corporation Declares Quarterly Cash Dividend, Payable on September 30, 2024The board of directors of Ameren Corporation declared a quarterly cash dividend on its common stock of 67 cents per share. This dividend is payable on September 30, 2024, to shareholders of record at the close of business on September 11, 2024.
Reported Earnings • Aug 02Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: US$0.97 (up from US$0.90 in 2Q 2023). Revenue: US$1.69b (flat on 2Q 2023). Net income: US$258.0m (up 8.9% from 2Q 2023). Profit margin: 15% (up from 14% in 2Q 2023). Revenue missed analyst estimates by 9.7%. Earnings per share (EPS) exceeded analyst estimates by 3.4%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Integrated Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
