Zacks Research Issues Negative Forecast for Ameren Earnings

Ameren Co. (NYSE:AEE) – Research analysts at Zacks Research decreased their Q4 2025 earnings estimates for shares of Ameren in a research note issued on Thursday, March 6th. Zacks Research analyst R. Department now forecasts that the utilities provider will post earnings per share of $1.19 for the quarter, down from their prior forecast of $1.20. The consensus estimate for Ameren’s current full-year earnings is $4.93 per share. Zacks Research also issued estimates for Ameren’s Q3 2026 earnings at $1.63 EPS.

Other research analysts also recently issued reports about the stock. Evercore ISI raised shares of Ameren from an “in-line” rating to an “outperform” rating and lifted their target price for the stock from $89.00 to $104.00 in a research note on Tuesday, January 21st. BMO Capital Markets boosted their price objective on shares of Ameren from $100.00 to $105.00 and gave the company an “outperform” rating in a research report on Tuesday, February 18th. Barclays upped their price objective on shares of Ameren from $95.00 to $102.00 and gave the company an “equal weight” rating in a research note on Tuesday, March 4th. Finally, Morgan Stanley raised their target price on Ameren from $86.00 to $94.00 and gave the stock an “equal weight” rating in a research note on Friday, December 13th. One research analyst has rated the stock with a sell rating, four have issued a hold rating, six have assigned a buy rating and one has issued a strong buy rating to the company’s stock. According to MarketBeat, Ameren currently has a consensus rating of “Moderate Buy” and an average target price of $93.40.

Ameren Stock Performance

Shares of AEE stock opened at $97.97 on Monday. The company has a market capitalization of $26.44 billion, a P/E ratio of 22.16, a PEG ratio of 2.97 and a beta of 0.48. Ameren has a fifty-two week low of $69.39 and a fifty-two week high of $104.10. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.44 and a current ratio of 0.66. The stock has a 50 day moving average price of $95.21 and a two-hundred day moving average price of $90.63.

Ameren (NYSE:AEE) last released 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 company posted $0.60 earnings per share.

Ameren Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Stockholders of record on Tuesday, March 11th will be paid a $0.71 dividend. This represents a $2.84 dividend on an annualized basis and a dividend yield of 2.90%. The ex-dividend date of this dividend is Tuesday, March 11th. This is a boost from Ameren’s previous quarterly dividend of $0.67. Ameren’s dividend payout ratio (DPR) is presently 64.25%.

Insider Activity at Ameren

In other Ameren news, Director Craig S. Ivey sold 2,716 shares of the firm’s stock in a transaction that occurred on Wednesday, February 19th. The shares were sold at an average price of $98.27, for a total transaction of $266,901.32. Following the completion of the transaction, the director now owns 14,495 shares of the company’s stock, valued at approximately $1,424,423.65. This trade represents a 15.78 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Shawn E. Schukar sold 4,743 shares of Ameren stock in a transaction that occurred on Tuesday, March 4th. The shares were sold at an average price of $103.79, for a total transaction of $492,275.97. Following the transaction, the insider now owns 57,486 shares of the company’s stock, valued at $5,966,471.94. The trade was a 7.62 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 12,959 shares of company stock worth $1,316,712 over the last ninety days. 0.42% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Wells Fargo & Company MN grew its stake in shares of Ameren by 1,732.4% in the fourth quarter. Wells Fargo & Company MN now owns 3,068,505 shares of the utilities provider’s stock worth $273,527,000 after acquiring an additional 2,901,047 shares during the last quarter. FMR LLC boosted its stake in Ameren by 96.5% in the 4th quarter. FMR LLC now owns 5,170,709 shares of the utilities provider’s stock worth $460,917,000 after purchasing an additional 2,539,129 shares in the last quarter. T. Rowe Price Investment Management Inc. grew its position in Ameren by 16.7% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 17,038,754 shares of the utilities provider’s stock valued at $1,518,835,000 after purchasing an additional 2,439,811 shares during the last quarter. Alliancebernstein L.P. increased its stake in Ameren by 116.0% during the 4th quarter. Alliancebernstein L.P. now owns 2,357,876 shares of the utilities provider’s stock valued at $210,181,000 after purchasing an additional 1,266,051 shares in the last quarter. Finally, Millennium Management LLC raised its holdings in Ameren by 76.7% in the fourth quarter. Millennium Management LLC now owns 2,134,288 shares of the utilities provider’s stock worth $190,250,000 after buying an additional 926,126 shares during the last quarter. Institutional investors own 79.09% of the company’s stock.

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.