View Future GrowthAmeren 과거 순이익 실적과거 기준 점검 5/6Ameren은 연평균 8.4%의 비율로 수입이 증가해 온 반면, Integrated Utilities 산업은 수입이 7.5% 증가했습니다. 매출은 연평균 6.8%의 비율로 증가했습니다. Ameren의 자기자본이익률은 11.2%이고 순이익률은 17.8%입니다.핵심 정보8.42%순이익 성장률6.84%주당순이익(EPS) 성장률Integrated Utilities 산업 성장률5.10%매출 성장률6.78%자기자본이익률11.17%순이익률17.84%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported 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.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.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.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.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.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.모든 업데이트 보기Recent updatesDeclared 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.속보 • May 20Ameren Leading Two Major Illinois Transmission Projects for Midwest Grid ExpansionThe Midcontinent Independent System Operator (MISO) selected a consortium including Ameren Transmission Company of Illinois (ATXI) to develop, build, operate and maintain two large transmission projects in Illinois. The projects, called Sub T – Iowa/Illinois State Line – Woodford County (STIW) and Woodford County – Illinois/Indiana State Line (WIIL), will create a 765-kilovolt transmission backbone intended to support reliable energy delivery across the Midwest. ATXI will lead project development in partnership with GridLiance, Dairyland Power Cooperative and the Illinois Municipal Electric Agency (IMEA). This selection points to a growing role for Ameren in regional grid infrastructure, with multi-year construction, regulatory and execution timelines that can influence the company’s capital plans and long-term investment needs. Investors may want to watch how project cost estimates, allowed returns set by regulators and any partnership terms affect Ameren’s risk sharing and potential earnings contribution over time.공시 • 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.내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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.공시 • 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.분석 기사 • 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.공시 • 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.내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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%).내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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.공시 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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.공시 • 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.분석 기사 • 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%).분석 기사 • 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.공시 • 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.분석 기사 • 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.공시 • 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.분석 기사 • 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%).분석 기사 • Jun 01Estimating 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...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.공시 • 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: $2.115공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.Seeking Alpha • Jun 20Ameren Corporation: Reliable Earnings At A Fair PriceSummary 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 AlphaUpcoming Dividend • Jun 05Upcoming dividend of US$0.67 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of American dividend payers (4.7%). In line with average of industry peers (3.8%).매출 및 비용 세부 내역Ameren가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NYSE:AEE 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 268,5451,524-230031 Dec 258,4701,456-247030 Sep 258,6351,411-263030 Jun 258,1191,227-280031 Mar 257,5961,210-294031 Dec 247,3241,182-304030 Sep 247,0061,133-312030 Jun 246,8951,170-320031 Mar 246,9661,149-307031 Dec 237,2131,152-295030 Sep 237,6391,157-257030 Jun 237,8891,116-218031 Mar 237,8531,086-202031 Dec 227,6621,074-184030 Sep 227,1651,036-172030 Jun 226,6721,009-161031 Mar 226,4231,009-148031 Dec 216,119990-136030 Sep 215,908980-133030 Jun 215,735922-131031 Mar 215,661958-127031 Dec 205,540871-116030 Sep 205,529850-108030 Jun 205,555847-99031 Mar 205,535783-91031 Dec 195,646828-90030 Sep 195,744802-85030 Jun 195,806795-79031 Mar 195,979855-76031 Dec 186,009815-70030 Sep 185,988687-63030 Jun 185,990618-57031 Mar 185,975572-48031 Dec 175,909523-44030 Sep 175,881615-33030 Jun 176,032696-22031 Mar 175,934650-12031 Dec 165,817653-56030 Sep 165,8226510030 Jun 165,7966250031 Mar 165,7705760031 Dec 155,8855790030 Sep 155,9425950030 Jun 155,78454600양질의 수익: AEE는 고품질 수익을 보유하고 있습니다.이익 마진 증가: AEE의 현재 순 이익률 (17.8%)은 지난해 (15.9%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: AEE의 수익은 지난 5년 동안 연평균 8.4% 증가했습니다.성장 가속화: 지난 1년간 AEE 의 수익 증가율(26%)은 연간 평균(8.4%)을 초과합니다.수익 대 산업: AEE의 지난 1년 수익 증가율(26%)은 Integrated Utilities 업계의 10.2%를 상회했습니다.자기자본이익률높은 ROE: AEE의 자본 수익률(11.2%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YUtilities 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 07:17종가2026/05/27 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Ameren 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.분석가기관Gary HovisArgus Research CompanyDaniel FordBarclaysNicholas CampanellaBarclays18명의 분석가 더 보기
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.
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.
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.
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.
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.
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.
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.
속보 • May 20Ameren Leading Two Major Illinois Transmission Projects for Midwest Grid ExpansionThe Midcontinent Independent System Operator (MISO) selected a consortium including Ameren Transmission Company of Illinois (ATXI) to develop, build, operate and maintain two large transmission projects in Illinois. The projects, called Sub T – Iowa/Illinois State Line – Woodford County (STIW) and Woodford County – Illinois/Indiana State Line (WIIL), will create a 765-kilovolt transmission backbone intended to support reliable energy delivery across the Midwest. ATXI will lead project development in partnership with GridLiance, Dairyland Power Cooperative and the Illinois Municipal Electric Agency (IMEA). This selection points to a growing role for Ameren in regional grid infrastructure, with multi-year construction, regulatory and execution timelines that can influence the company’s capital plans and long-term investment needs. Investors may want to watch how project cost estimates, allowed returns set by regulators and any partnership terms affect Ameren’s risk sharing and potential earnings contribution over time.
공시 • 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.
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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.
공시 • 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.
분석 기사 • 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.
공시 • 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.
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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%).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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.
공시 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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%).
분석 기사 • 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.
공시 • 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.
분석 기사 • 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.
공시 • 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.
분석 기사 • 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%).
분석 기사 • Jun 01Estimating 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...
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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
Seeking Alpha • Jun 20Ameren Corporation: Reliable Earnings At A Fair PriceSummary 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
Upcoming Dividend • Jun 05Upcoming dividend of US$0.67 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of American dividend payers (4.7%). In line with average of industry peers (3.8%).
