Zacks Research Issues Negative Estimate for Ameren Earnings

Ameren Co. (NYSE:AEE) – Equities researchers at Zacks Research dropped their Q4 2025 earnings per share (EPS) estimates for Ameren in a research report issued on Wednesday, March 26th. Zacks Research analyst R. Department now expects that the utilities provider will post earnings of $1.17 per share for the quarter, down from their previous forecast of $1.19. The consensus estimate for Ameren’s current full-year earnings is $4.93 per share. Zacks Research also issued estimates for Ameren’s Q4 2026 earnings at $1.30 EPS, FY2026 earnings at $5.32 EPS and FY2027 earnings at $5.70 EPS.

A number of other research firms have also recently commented on AEE. Barclays increased their target price on Ameren from $95.00 to $102.00 and gave the company an “equal weight” rating in a research note on Tuesday, March 4th. Evercore ISI upgraded Ameren from an “in-line” rating to an “outperform” rating and increased their price objective for the company from $89.00 to $104.00 in a research report on Tuesday, January 21st. BMO Capital Markets boosted their target price on Ameren from $100.00 to $105.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 18th. Morgan Stanley increased their price target on shares of Ameren from $97.00 to $101.00 and gave the company an “equal weight” rating in a research report on Thursday, March 20th. Finally, UBS Group boosted their price objective on shares of Ameren from $106.00 to $113.00 and gave the stock a “buy” rating in a report on Friday, March 21st. One analyst has rated the stock with a sell rating, four have given a hold rating, six have given a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat.com, Ameren currently has an average rating of “Moderate Buy” and a consensus price target of $96.70.

Ameren Price Performance

AEE stock opened at $98.64 on Friday. The firm has a 50 day simple moving average of $97.54 and a two-hundred day simple moving average of $91.87. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.66 and a quick ratio of 0.44. The stock has a market cap of $26.62 billion, a PE ratio of 22.32, a P/E/G ratio of 2.97 and a beta of 0.48. Ameren has a one year low of $69.39 and a one year high of $104.10.

Ameren (NYSE:AEE) last issued its quarterly earnings data on Thursday, February 13th. The utilities provider reported $0.77 EPS for the quarter, missing the consensus estimate of $0.83 by ($0.06). Ameren had a return on equity of 10.34% and a net margin of 15.51%. During the same period in the previous year, the business posted $0.60 EPS.

Ameren Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Tuesday, March 11th will be given a $0.71 dividend. This is a boost from Ameren’s previous quarterly dividend of $0.67. The ex-dividend date is Tuesday, March 11th. This represents a $2.84 dividend on an annualized basis and a dividend yield of 2.88%. Ameren’s payout ratio is presently 64.25%.

Insider Transactions at Ameren

In other Ameren news, EVP Chonda J. Nwamu sold 5,500 shares of the company’s stock in a transaction that occurred on Tuesday, March 4th. The stock was sold at an average price of $101.37, for a total transaction of $557,535.00. Following the completion of the transaction, the executive vice president now owns 43,344 shares of the company’s stock, valued at $4,393,781.28. This represents a 11.26 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Shawn E. Schukar sold 4,743 shares of Ameren stock in a transaction that occurred on Tuesday, March 4th. The stock was sold at an average price of $103.79, for a total value of $492,275.97. Following the completion of the sale, the insider now owns 57,486 shares in the company, valued at approximately $5,966,471.94. This represents a 7.62 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 12,959 shares of company stock worth $1,316,712. Company insiders own 0.42% of the company’s stock.

Institutional Investors Weigh In On Ameren

Institutional investors and hedge funds have recently modified their holdings of the stock. Wealth Enhancement Advisory Services LLC raised its stake in Ameren by 0.8% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 15,963 shares of the utilities provider’s stock worth $1,423,000 after buying an additional 131 shares in the last quarter. Siemens Fonds Invest GmbH purchased a new position in shares of Ameren during the 4th quarter worth approximately $10,901,000. Universal Beteiligungs und Servicegesellschaft mbH bought a new position in shares of Ameren in the 4th quarter worth approximately $6,729,000. Armis Advisers LLC purchased a new position in shares of Ameren in the 4th quarter valued at approximately $239,000. Finally, Mackenzie Financial Corp boosted its position in shares of Ameren by 1.4% during the fourth quarter. Mackenzie Financial Corp now owns 25,055 shares of the utilities provider’s stock valued at $2,233,000 after purchasing an additional 346 shares in the last quarter. 79.09% of the stock is owned by hedge funds and other institutional investors.

About Ameren

Ameren Corporation, together with its subsidiaries, operates as a public utility holding company in the United States. The company operates through four segments: Ameren Missouri, Ameren Illinois Electric Distribution, Ameren Illinois Natural Gas, and Ameren Transmission. It engages in the rate-regulated electric generation, transmission, and distribution activities; and rate-regulated natural gas distribution business.