Ameren Corporation

NYSE:AEE 주식 리포트

시가총액: US$30.7b

Ameren 대차대조표 건전성

재무 건전성 기준 점검 1/6

Ameren 의 총 주주 지분은 $13.7B 이고 총 부채는 $21.3B, 이는 부채 대 자기자본 비율을 155.7% 로 가져옵니다. 총자산과 총부채는 각각 $49.8B 및 $36.2B 입니다. Ameren 의 EBIT는 $2.4B 이며 이자보상배율은 3.1 입니다. $13.0M 의 현금 및 단기 투자금을 보유하고 있습니다.

핵심 정보

155.67%

부채/자본 비율

US$21.30b

부채

이자보상배율3.1x
현금US$13.00m
자본US$13.69b
총부채US$36.16b
총자산US$49.85b

최근 재무 건전성 업데이트

업데이트 없음

Recent updates

내러티브 업데이트 May 14

AEE: Data Center Demand And Dividend Policy Will Guide Future Returns

Ameren's updated analyst price target edges slightly lower to $120.40 from $120.53 as analysts factor in a modestly higher discount rate, a slightly lower future P/E of about 22.93, and small adjustments to long term revenue growth and profit margin assumptions following a series of mixed target changes across major banks. Analyst Commentary Recent Street research on Ameren shows a mix of optimism and caution, with several firms adjusting price targets in both directions and one new bullish initiation.
내러티브 업데이트 Apr 25

AEE: Data Center Demand And Dividend Policy Will Shape Future Returns

Ameren's updated analyst price target edges up from about $117 to roughly $120.53, as analysts factor in modestly higher modeled revenue growth and a slightly richer future P/E multiple, while keeping profit margin assumptions broadly stable. Analyst Commentary Recent price target moves around Ameren reflect a mix of optimism and caution, with several firms adjusting their models on valuation, execution and growth assumptions.
내러티브 업데이트 Apr 08

AEE: Data Center Demand And Dividend Commitments Will Shape Future Returns

Ameren's analyst price targets have generally shifted higher in recent research, with moves such as Morgan Stanley's change to $116 and UBS's adjustment to $127. These changes reflect analysts' updated views on regulated utility valuations and sector-specific drivers like data center demand and policy considerations.
Seeking Alpha Mar 31

Ameren: A Good Safe Haven Play, But Valuation Looks Questionable

Summary Ameren offers stability and resilience, serving 2.5M electric and 900K gas customers across Missouri and Illinois. AEE's net income grew at a 12.05% CAGR from 2017–2025, with projected EPS growth of 6–8% annually through 2030, supported by a $31.8B capital plan. Despite strong fundamentals and 'safe haven' appeal, the company's current valuation is questionable; I maintain a 'Hold' rating, with a buy trigger below $100/share. AEE's diversified regulatory exposure and essential services position it well for market volatility, but dilution from capital needs tempers EPS growth. Read the full article on Seeking Alpha
내러티브 업데이트 Mar 25

AEE: Data Center Execution And Dividend Path Will Shape Fairly Valued Returns

Ameren's analyst fair value estimate has been revised to $117.00 from $115.69. This reflects analysts' updated assumptions for steady revenue growth, profit margins, and future P/E following a series of recent price target increases across the Street.
내러티브 업데이트 Mar 10

AEE: Regulatory And Data Center Execution Will Shape Fairly Valued Returns

Ameren's analyst price target has inched higher to $115.69 from $115.38, as analysts fine tune their models with slightly higher revenue growth assumptions, a modestly higher future P/E, and some offset from lower projected profit margins, along with recent Street target increases into the $116 to $127 range. Analyst Commentary Recent Street research on Ameren reflects an active period of target revisions, with several firms adjusting their valuation frameworks around utilities and regulated power names.
내러티브 업데이트 Feb 24

AEE: Regulatory, Data Center And Dividend Decisions Will Guide Future Returns

Analysts have lifted their blended price target for Ameren to $115, up from $112. This reflects updated views on long term revenue growth, profit margins and future P/E assumptions, supported by recent target increases from multiple firms, including moves to $116 and $127.
분석 기사 Feb 14

Ameren Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Ameren Corporation ( NYSE:AEE ) investors will be delighted, with the company turning in some strong numbers with its...
분석 기사 Feb 12

Ameren (NYSE:AEE) Is Increasing Its Dividend To $0.75

Ameren Corporation's ( NYSE:AEE ) periodic dividend will be increasing on the 31st of March to $0.75, with investors...
내러티브 업데이트 Feb 10

AEE: Regulatory Outcomes And Dividend Policy Will Shape Future Returns

Analysts have made a modest upward revision to their Ameren price targets, with our fair value estimate edging to about $112 from $111 as they factor in slightly higher expected profit margins, a small adjustment to revenue growth assumptions, and recent mixed target changes from major firms. Analyst Commentary Recent Street research on Ameren has been mixed, with some price targets raised and others trimmed.
내러티브 업데이트 Jan 25

AEE: Balanced Outlook As Regulatory Outcomes And EPS Guidance Shape Future Returns

Narrative Update Overview The Ameren analyst price target edges slightly lower to about $111.23 from $111.62 as analysts factor in modest tweaks to long term fair value, discount rate, growth, margin and future P/E assumptions. Recent target moves across firms reflect a mix of cautious and constructive views on the stock.
내러티브 업데이트 Jan 10

AEE: Rising Load Demand And Supportive Outlook Will Drive Future Earnings

Analysts have inched their blended price target for Ameren higher to about $112, citing sector wide re-ratings, recent target increases into the $109 to $114 range, and expectations that the company can participate in utilities growth themes tied to load demand and earnings trajectories. Analyst Commentary Recent Street research around Ameren clusters around higher price targets and how the company fits into broader utilities themes such as load growth, data center demand, and regulatory outcomes.
내러티브 업데이트 Dec 26

AEE: Constructive Illinois Regulation Will Support Earnings Outlook Amid Rising Load Demand

Ameren's analyst price target has edged higher to about $112 per share, as analysts cite a constructive regulatory backdrop, improving growth and margin assumptions, and sector-wide optimism on load-driven earnings expansion. Analyst Commentary Recent research points to a generally constructive view on Ameren, with several upward price target revisions reflecting confidence in the company’s earnings trajectory and regulatory positioning, even as some risks remain in focus.
내러티브 업데이트 Dec 11

AEE: Favorable Illinois Regulation Will Drive Earnings Outlook Higher Ahead

Analysts have nudged their average price target for Ameren slightly higher, reflecting growing conviction that the company can translate favorable regulatory outcomes, robust load growth, and a still supportive utilities backdrop into earnings power more in line with its approximately $112 fair value estimate. Analyst Commentary Street research on Ameren has tilted constructive, with a series of upward price target revisions and supportive ratings underscoring confidence in the company’s earnings growth trajectory and relative valuation versus the broader utilities group.
내러티브 업데이트 Nov 27

AEE: Regulatory Trends And Load Demand Will Shape Earnings Outlook Ahead

Ameren's analyst price targets have increased by as much as $10 per share in recent coverage. Analysts cite expectations for ongoing earnings growth and a constructive regulatory outlook, both of which support higher valuations for the utility sector.
내러티브 업데이트 Nov 12

AEE: Earnings Prospects And Sector Tailwinds Signal Balanced Outlook Ahead

Ameren's analyst price target has increased from $111.43 to $112.57, as analysts cite ongoing earnings growth potential and favorable sector trends. Analyst Commentary Recent analyst coverage on Ameren has highlighted several notable themes in the company's outlook, reflected in price target adjustments and updated ratings.
내러티브 업데이트 Oct 29

Sector Tailwinds And Load Growth Trends Will Support Balanced Expansion

Ameren's analyst price target has been raised from approximately $107.50 to $111.43, as analysts highlight improved growth prospects and favorable earnings outlooks in the utilities sector. Analyst Commentary Analysts remain largely positive on Ameren, with recent research highlighting a series of upward adjustments to price targets and consistent affirmation of positive ratings.
내러티브 업데이트 Oct 14

Data Center Demand And Renewable Investments Will Drive Expansion

Analysts have raised their price target for Ameren by $1.00, citing continued positive load growth trends. These trends are expected to drive robust long-term sales growth in the company's core markets.
분석 기사 Sep 19

Estimating The Intrinsic Value Of Ameren Corporation (NYSE:AEE)

Key Insights The projected fair value for Ameren is US$85.97 based on Dividend Discount Model Current share price of...
분석 기사 Sep 01

Here's What To Make Of Ameren's (NYSE:AEE) Decelerating Rates Of Return

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
분석 기사 Aug 08

Revenue Beat: Ameren Corporation Exceeded Revenue Forecasts By 25% And Analysts Are Updating Their Estimates

NYSE:AEE 1 Year Share Price vs Fair Value Explore Ameren's Fair Values from the Community and select yours Ameren...
분석 기사 Jun 22

Pinning Down Ameren Corporation's (NYSE:AEE) P/E Is Difficult Right Now

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
분석 기사 Jun 01

Estimating The Fair Value Of Ameren Corporation (NYSE:AEE)

Key Insights Using the Dividend Discount Model, Ameren fair value estimate is US$91.75 Ameren's US$96.88 share price...
Seeking Alpha Mar 16

Ameren: Improving Growth Prospects But Still Expensive

Summary Ameren Corporation's service territory includes eastern Missouri and most of Illinois, with significant customer growth potential in the St. Louis metropolitan area. Despite a slight population decline in St. Louis since 2020, Ameren's revenue and net income have shown steady growth. Ameren has entered into agreements with various customers to provide a sizable amount of power to data centers over the next few years, improving its growth prospects. Ameren plans to invest $26.3 billion from 2025 to 2029, anticipating a 9.2% compound annual growth rate in its rate base, driven by increased electricity demand. While Ameren's stock outperformed the S&P 500 and utility sector, it remains relatively expensive compared to peers, with a modest 2.87% dividend yield. Read the full article on Seeking Alpha
Seeking Alpha Dec 07

Ameren: Getting Difficult To Justify The Valuation

Summary Ameren Corporation's stock has outperformed recently, gaining 10.51% since September 2024, beating both common stocks and bonds. Despite a 5.49% revenue increase in Q3 2024, Ameren's operating income and net income declined due to higher operating expenses and regulatory changes in Illinois. Ameren plans to invest $21.9 billion in infrastructure from 2024-2028, focusing on renewable energy and natural gas plants to drive future growth. Ameren's rising interest expenses and higher valuation compared to peers raise concerns, making its current stock price appear expensive despite a strong balance sheet. Read the full article on Seeking Alpha
Seeking Alpha Jun 20

Ameren Corporation: Reliable Earnings At A Fair Price

Summary Headquartered in St. Louis, Missouri, Ameren is a major electricity and natural gas provider with over 2.4 million electric customers. Ameren Corporation is a reliable earner with steadily increasing dividends, a fairly valued stock likely to match S&P 500 performance with lower volatility. The company aims for a 6-8% compound annual earnings growth rate from 2024 through 2028, leaning into renewable energy sources for future sustainability. Shares are a hold with a price target of $75. Read the full article on Seeking Alpha

재무 상태 분석

단기부채: AEE 의 단기 자산 ( $2.6B )은 단기 부채( $4.1B ).

장기 부채: AEE의 단기 자산($2.6B)이 장기 부채($32.0B)를 충당하지 못합니다.


부채/자본 비율 추이 및 분석

부채 수준: AEE 의 순부채 대 자기자본 비율( 155.6% )은 높음으로 간주됩니다.

부채 감소: AEE의 부채 대비 자본 비율은 지난 5년 동안 133.9%에서 155.7%로 증가했습니다.

부채 범위: AEE 의 부채는 영업 현금 흐름 ( 15.7% )에 의해 잘 갚지 않음입니다.

이자 보장: AEE 의 부채에 대한 이자 지급EBIT(3.1x 적용 범위)로 잘 충당됩니다.


대차대조표


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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/27 00:55
종가2026/05/27 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Ameren Corporation는 21명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gary HovisArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays