Ameren Beheer
Beheer criteriumcontroles 3/4
De CEO Ameren is Marty Lyons, benoemd in Dec2019, heeft een ambtstermijn van 6.42 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 14.06M, bestaande uit 9.4% salaris en 90.6% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.077% van de aandelen van het bedrijf, ter waarde $ 23.67M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 4.8 jaar en 8.6 jaar.
Belangrijke informatie
Marty Lyons
Algemeen directeur
US$14.1m
Totale compensatie
| Percentage CEO-salaris | 9.43% |
| Dienstverband CEO | 6.4yrs |
| Eigendom CEO | 0.08% |
| Management gemiddelde ambtstermijn | 4.8yrs |
| Gemiddelde ambtstermijn bestuur | 8.6yrs |
Recente managementupdates
Recent updates
Analyse-update • Apr 25
AEE: Data Center Demand And Dividend Policy Will Shape Future Returns
Ameren's updated analyst price target edges up from about $117 to roughly $120.53, as analysts factor in modestly higher modeled revenue growth and a slightly richer future P/E multiple, while keeping profit margin assumptions broadly stable. Analyst Commentary Recent price target moves around Ameren reflect a mix of optimism and caution, with several firms adjusting their models on valuation, execution and growth assumptions.Analyse-update • Apr 08
AEE: Data Center Demand And Dividend Commitments Will Shape Future Returns
Ameren's analyst price targets have generally shifted higher in recent research, with moves such as Morgan Stanley's change to $116 and UBS's adjustment to $127. These changes reflect analysts' updated views on regulated utility valuations and sector-specific drivers like data center demand and policy considerations.Seeking Alpha • Mar 31
Ameren: A Good Safe Haven Play, But Valuation Looks Questionable
Summary Ameren offers stability and resilience, serving 2.5M electric and 900K gas customers across Missouri and Illinois. AEE's net income grew at a 12.05% CAGR from 2017–2025, with projected EPS growth of 6–8% annually through 2030, supported by a $31.8B capital plan. Despite strong fundamentals and 'safe haven' appeal, the company's current valuation is questionable; I maintain a 'Hold' rating, with a buy trigger below $100/share. AEE's diversified regulatory exposure and essential services position it well for market volatility, but dilution from capital needs tempers EPS growth. Read the full article on Seeking AlphaAnalyse-update • Mar 25
AEE: Data Center Execution And Dividend Path Will Shape Fairly Valued Returns
Ameren's analyst fair value estimate has been revised to $117.00 from $115.69. This reflects analysts' updated assumptions for steady revenue growth, profit margins, and future P/E following a series of recent price target increases across the Street.Analyse-update • Mar 10
AEE: Regulatory And Data Center Execution Will Shape Fairly Valued Returns
Ameren's analyst price target has inched higher to $115.69 from $115.38, as analysts fine tune their models with slightly higher revenue growth assumptions, a modestly higher future P/E, and some offset from lower projected profit margins, along with recent Street target increases into the $116 to $127 range. Analyst Commentary Recent Street research on Ameren reflects an active period of target revisions, with several firms adjusting their valuation frameworks around utilities and regulated power names.Analyse-update • Feb 24
AEE: Regulatory, Data Center And Dividend Decisions Will Guide Future Returns
Analysts have lifted their blended price target for Ameren to $115, up from $112. This reflects updated views on long term revenue growth, profit margins and future P/E assumptions, supported by recent target increases from multiple firms, including moves to $116 and $127.Analyse-artikel • Feb 14
Ameren Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Ameren Corporation ( NYSE:AEE ) investors will be delighted, with the company turning in some strong numbers with its...Analyse-artikel • Feb 12
Ameren (NYSE:AEE) Is Increasing Its Dividend To $0.75
Ameren Corporation's ( NYSE:AEE ) periodic dividend will be increasing on the 31st of March to $0.75, with investors...Analyse-update • Feb 10
AEE: Regulatory Outcomes And Dividend Policy Will Shape Future Returns
Analysts have made a modest upward revision to their Ameren price targets, with our fair value estimate edging to about $112 from $111 as they factor in slightly higher expected profit margins, a small adjustment to revenue growth assumptions, and recent mixed target changes from major firms. Analyst Commentary Recent Street research on Ameren has been mixed, with some price targets raised and others trimmed.Analyse-update • Jan 25
AEE: Balanced Outlook As Regulatory Outcomes And EPS Guidance Shape Future Returns
Narrative Update Overview The Ameren analyst price target edges slightly lower to about $111.23 from $111.62 as analysts factor in modest tweaks to long term fair value, discount rate, growth, margin and future P/E assumptions. Recent target moves across firms reflect a mix of cautious and constructive views on the stock.Analyse-update • Jan 10
AEE: Rising Load Demand And Supportive Outlook Will Drive Future Earnings
Analysts have inched their blended price target for Ameren higher to about $112, citing sector wide re-ratings, recent target increases into the $109 to $114 range, and expectations that the company can participate in utilities growth themes tied to load demand and earnings trajectories. Analyst Commentary Recent Street research around Ameren clusters around higher price targets and how the company fits into broader utilities themes such as load growth, data center demand, and regulatory outcomes.Analyse-update • Dec 26
AEE: Constructive Illinois Regulation Will Support Earnings Outlook Amid Rising Load Demand
Ameren's analyst price target has edged higher to about $112 per share, as analysts cite a constructive regulatory backdrop, improving growth and margin assumptions, and sector-wide optimism on load-driven earnings expansion. Analyst Commentary Recent research points to a generally constructive view on Ameren, with several upward price target revisions reflecting confidence in the company’s earnings trajectory and regulatory positioning, even as some risks remain in focus.Analyse-update • Dec 11
AEE: Favorable Illinois Regulation Will Drive Earnings Outlook Higher Ahead
Analysts have nudged their average price target for Ameren slightly higher, reflecting growing conviction that the company can translate favorable regulatory outcomes, robust load growth, and a still supportive utilities backdrop into earnings power more in line with its approximately $112 fair value estimate. Analyst Commentary Street research on Ameren has tilted constructive, with a series of upward price target revisions and supportive ratings underscoring confidence in the company’s earnings growth trajectory and relative valuation versus the broader utilities group.Analyse-update • Nov 27
AEE: Regulatory Trends And Load Demand Will Shape Earnings Outlook Ahead
Ameren's analyst price targets have increased by as much as $10 per share in recent coverage. Analysts cite expectations for ongoing earnings growth and a constructive regulatory outlook, both of which support higher valuations for the utility sector.Analyse-update • Nov 12
AEE: Earnings Prospects And Sector Tailwinds Signal Balanced Outlook Ahead
Ameren's analyst price target has increased from $111.43 to $112.57, as analysts cite ongoing earnings growth potential and favorable sector trends. Analyst Commentary Recent analyst coverage on Ameren has highlighted several notable themes in the company's outlook, reflected in price target adjustments and updated ratings.Analyse-update • Oct 29
Sector Tailwinds And Load Growth Trends Will Support Balanced Expansion
Ameren's analyst price target has been raised from approximately $107.50 to $111.43, as analysts highlight improved growth prospects and favorable earnings outlooks in the utilities sector. Analyst Commentary Analysts remain largely positive on Ameren, with recent research highlighting a series of upward adjustments to price targets and consistent affirmation of positive ratings.Analyse-update • Oct 14
Data Center Demand And Renewable Investments Will Drive Expansion
Analysts have raised their price target for Ameren by $1.00, citing continued positive load growth trends. These trends are expected to drive robust long-term sales growth in the company's core markets.Analyse-artikel • Sep 19
Estimating The Intrinsic Value Of Ameren Corporation (NYSE:AEE)
Key Insights The projected fair value for Ameren is US$85.97 based on Dividend Discount Model Current share price of...Analyse-artikel • Sep 01
Here's What To Make Of Ameren's (NYSE:AEE) Decelerating Rates Of Return
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Analyse-artikel • Aug 08
Revenue Beat: Ameren Corporation Exceeded Revenue Forecasts By 25% And Analysts Are Updating Their Estimates
NYSE:AEE 1 Year Share Price vs Fair Value Explore Ameren's Fair Values from the Community and select yours Ameren...Analyse-artikel • Jun 22
Pinning Down Ameren Corporation's (NYSE:AEE) P/E Is Difficult Right Now
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Analyse-artikel • Jun 01
Estimating The Fair Value Of Ameren Corporation (NYSE:AEE)
Key Insights Using the Dividend Discount Model, Ameren fair value estimate is US$91.75 Ameren's US$96.88 share price...Seeking Alpha • Mar 16
Ameren: Improving Growth Prospects But Still Expensive
Summary Ameren Corporation's service territory includes eastern Missouri and most of Illinois, with significant customer growth potential in the St. Louis metropolitan area. Despite a slight population decline in St. Louis since 2020, Ameren's revenue and net income have shown steady growth. Ameren has entered into agreements with various customers to provide a sizable amount of power to data centers over the next few years, improving its growth prospects. Ameren plans to invest $26.3 billion from 2025 to 2029, anticipating a 9.2% compound annual growth rate in its rate base, driven by increased electricity demand. While Ameren's stock outperformed the S&P 500 and utility sector, it remains relatively expensive compared to peers, with a modest 2.87% dividend yield. Read the full article on Seeking AlphaSeeking Alpha • Dec 07
Ameren: Getting Difficult To Justify The Valuation
Summary Ameren Corporation's stock has outperformed recently, gaining 10.51% since September 2024, beating both common stocks and bonds. Despite a 5.49% revenue increase in Q3 2024, Ameren's operating income and net income declined due to higher operating expenses and regulatory changes in Illinois. Ameren plans to invest $21.9 billion in infrastructure from 2024-2028, focusing on renewable energy and natural gas plants to drive future growth. Ameren's rising interest expenses and higher valuation compared to peers raise concerns, making its current stock price appear expensive despite a strong balance sheet. Read the full article on Seeking AlphaSeeking Alpha • Jun 20
Ameren Corporation: Reliable Earnings At A Fair Price
Summary Headquartered in St. Louis, Missouri, Ameren is a major electricity and natural gas provider with over 2.4 million electric customers. Ameren Corporation is a reliable earner with steadily increasing dividends, a fairly valued stock likely to match S&P 500 performance with lower volatility. The company aims for a 6-8% compound annual earnings growth rate from 2024 through 2028, leaning into renewable energy sources for future sustainability. Shares are a hold with a price target of $75. Read the full article on Seeking AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$14m | US$1m | US$1b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$10m | US$1m | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$9m | US$1m | US$1b |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | US$1b |
| Dec 31 2022 | US$7m | US$1m | US$1b |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | n/a | n/a | US$1b |
| Dec 31 2021 | US$4m | US$755k | US$990m |
| Sep 30 2021 | n/a | n/a | US$980m |
| Jun 30 2021 | n/a | n/a | US$922m |
| Mar 31 2021 | n/a | n/a | US$958m |
| Dec 31 2020 | US$6m | US$740k | US$871m |
| Sep 30 2020 | n/a | n/a | US$850m |
| Jun 30 2020 | n/a | n/a | US$847m |
| Mar 31 2020 | n/a | n/a | US$783m |
| Dec 31 2019 | US$4m | US$708k | US$828m |
Compensatie versus markt: De totale vergoeding ($USD 14.06M ) Marty } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.67M ).
Compensatie versus inkomsten: De vergoeding van Marty is het afgelopen jaar met meer dan 20% gestegen.
CEO
Marty Lyons (58 yo)
6.4yrs
Tenure
US$14,056,510
Compensatie
Mr. Martin J. Lyons, Jr, also known as Marty, serves as President and Chief Executive Officer of Ameren Corporation at Ameren Illinois Company since August 2022 and serves as its Chairman of Ameren Corpora...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 6.4yrs | US$14.06m | 0.077% $ 23.7m | |
| Executive VP & CFO | less than a year | US$3.59m | 0.0060% $ 1.9m | |
| Executive VP of Corporate Communications & Chief Human Resources Officer of Ameren Services | 14.3yrs | US$1.97m | 0.014% $ 4.5m | |
| Group President of Ameren Utilities & Interim President of Ameren Missouri | 3.3yrs | US$6.38m | 0.048% $ 14.8m | |
| Chairman & President of Ameren Transmission Company of Illinois | 9yrs | US$2.65m | 0.018% $ 5.7m | |
| Senior VP & Chief Accounting and Transformation Officer of Ameren Services | 4.8yrs | geen gegevens | 0.010% $ 3.2m | |
| Senior Director of Investor Relations & Corporate Modeling | no data | geen gegevens | geen gegevens | |
| Executive VP | less than a year | geen gegevens | 0.0016% $ 500.3k | |
| Senior VP & Chief Sustainability Officer of Ameren Services | 3.3yrs | geen gegevens | 0.0021% $ 651.7k | |
| Senior VP & Chief Development Officer of Ameren Missouri | 5.4yrs | geen gegevens | 0.014% $ 4.3m | |
| Senior VP & Chief Nuclear Officer of Ameren Missouri Callaway Energy Center | no data | geen gegevens | geen gegevens | |
| Senior Vice President of Energy Delivery | no data | geen gegevens | geen gegevens |
4.8yrs
Gemiddelde duur
55yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van AEE wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.8 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 6.4yrs | US$14.06m | 0.077% $ 23.7m | |
| Chairman & President of Ameren Transmission Company of Illinois | 9yrs | US$2.65m | 0.018% $ 5.7m | |
| Chairman & President of Ameren Illinois | less than a year | geen gegevens | 0.0086% $ 2.7m | |
| Independent Director | 12.9yrs | US$315.06k | 0.0038% $ 1.2m | |
| Lead Independent Director | 17.1yrs | US$330.06k | 0.019% $ 5.9m | |
| Independent Director | 14.6yrs | US$315.06k | 0.0096% $ 3.0m | |
| Independent Director | 16.1yrs | US$307.95k | 0.014% $ 4.2m | |
| Independent Director | 5.4yrs | US$295.06k | 0.000040% $ 12.4k | |
| Independent Director | 7.9yrs | US$315.06k | 0.00085% $ 262.5k | |
| Independent Director | 6.4yrs | US$315.06k | 0.0014% $ 435.5k | |
| Independent Director | 8.2yrs | US$295.06k | geen gegevens | |
| Independent Director | 10.5yrs | US$315.06k | 0.00023% $ 71.0k |
8.6yrs
Gemiddelde duur
63.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van AEE wordt beschouwd als ervaren (gemiddelde ambtstermijn 8.6 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/06 12:15 |
| Aandelenkoers aan het einde van de dag | 2026/05/06 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Ameren Corporation wordt gevolgd door 21 analisten. 13 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Gary Hovis | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |