Ameren (NYSE:AEE) Announces Quarterly Earnings Results, Beats Expectations By $0.13 EPS

Ameren (NYSE:AEE) issued its quarterly earnings data on Thursday. The utilities provider reported $2.42 earnings per share for the quarter, beating the consensus estimate of $2.29 by $0.13, Zacks reports. The firm had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.82 billion. Ameren had a net margin of 17.86% and a return on equity of 10.95%. Ameren’s quarterly revenue was up 6.8% compared to the same quarter last year. During the same period last year, the firm posted $2.17 EPS.

Ameren Price Performance

NYSE AEE traded up $0.01 on Thursday, reaching $113.09. 3,014,616 shares of the stock traded hands, compared to its average volume of 1,697,207. The firm’s fifty day simple moving average is $104.77 and its 200 day simple moving average is $108.46. The company has a quick ratio of 0.37, a current ratio of 0.53 and a debt-to-equity ratio of 1.38. The company has a market cap of $31.31 billion, a price-to-earnings ratio of 21.10, a P/E/G ratio of 3.30 and a beta of 0.42. Ameren has a 12 month low of $96.57 and a 12 month high of $118.32.

Ameren Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 31st. Shareholders of record on Tuesday, December 8th will be paid a dividend of $0.75 per share. This represents a $3.00 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend is Tuesday, December 8th. Ameren’s dividend payout ratio (DPR) is presently 52.82%.

Analyst Ratings Changes

Several equities research analysts have commented on the stock. Bank of America dropped their price target on shares of Ameren from $113.00 to $107.00 and set a “neutral” rating on the stock in a research note on Wednesday, October 21st. The Goldman Sachs Group reduced their price target on Ameren from $118.00 to $115.00 and set a “neutral” rating for the company in a research report on Thursday, October 15th. Jefferies Financial Group reduced their price target on Ameren from $136.00 to $122.00 in a research report on Thursday, October 15th. Scotiabank assumed coverage on Ameren in a research note on Tuesday, September 29th. They issued a “sector perform” rating and a $104.00 price target for the company. Finally, HSBC started coverage on Ameren in a report on Thursday, October 22nd. They set a “buy” rating and a $119.10 price target on the stock. Thirteen equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $117.43.

Insider Activity

In other news, insider Michael Moehn sold 6,500 shares of the business’s stock in a transaction on Tuesday, November 3rd. The stock was sold at an average price of $110.72, for a total value of $719,680.00. Following the sale, the insider owned 193,790 shares of the company’s stock, valued at approximately $21,456,428.80. The trade was a 3.25% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Rafael Flores sold 248 shares of the company’s stock in a transaction on Friday, September 11th. The shares were sold at an average price of $105.53, for a total value of $26,171.44. Following the completion of the sale, the director owned 13,888 shares of the company’s stock, valued at approximately $1,465,600.64. This trade represents a 1.75% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 7,073 shares of company stock worth $781,254. 0.29% of the stock is owned by company insiders.

Key Headlines Impacting Ameren

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Q3 earnings and revenue beat expectations. Ameren reported adjusted and GAAP diluted EPS of $2.42, versus analysts’ $2.29 estimate, and revenue of $2.88 billion, above the $2.82 billion forecast. Revenue rose 6.8% year over year. The earnings beat and reported guidance lift linked to data-center demand may support investor expectations for growth. Ameren Announces Third Quarter 2026 Results Ameren beats Q3 2026 estimates and lifts guidance on data center demand
• Neutral Sentiment: Insider sale was made under a pre-arranged plan. Director Michael Moehn sold 6,500 shares, about 3.25% of his direct holdings. The transaction was conducted under a Rule 10b5-1 plan, which makes it less clearly indicative of a changed outlook. SEC filing
• Negative Sentiment: Scotiabank’s rating remains cautious. The firm raised its 2026 EPS estimate slightly to $5.41 from $5.38, but maintained a “Sector Perform” rating and a $104 price target. This November 2 assessment predates the earnings release. Scotiabank estimate and rating

Ameren Company Profile

Ameren Corporation is a regulated electric and natural gas utility holding company headquartered in St. Louis, Missouri. Through its operating companies, Ameren Missouri and Ameren Illinois, the company provides electric generation, transmission and distribution services, as well as natural gas distribution.

Ameren serves approximately 2.5 million electric customers and more than 900,000 natural gas customers across Missouri and Illinois. Its operations include a diverse generation portfolio and infrastructure designed to deliver reliable energy to residential, commercial and industrial customers, while supporting the transition toward cleaner energy resources.

Ameren was formed in 1997 through the merger of Union Electric Company and CIPSCO Inc The company is led by Martin J.