Ameren (NYSE:AEE) Announces Quarterly Earnings Results

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

Ameren Price Performance

Shares of AEE stock opened at $112.68 on Friday. The company has a debt-to-equity ratio of 1.38, a current ratio of 0.53 and a quick ratio of 0.37. The firm has a market cap of $31.20 billion, a P/E ratio of 19.60, a P/E/G ratio of 3.25 and a beta of 0.42. The firm has a fifty day moving average of $104.89 and a two-hundred day moving average of $108.51. Ameren has a 1-year low of $96.57 and a 1-year high of $118.32.

Ameren Dividend Announcement

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

Trending Headlines about Ameren

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Earnings beat and higher outlook. Third-quarter EPS was $2.42, topping the $2.29 analyst consensus, while revenue of $2.88 billion exceeded the $2.82 billion estimate and rose 6.8% year over year. Ameren also raised its 2026 guidance, citing infrastructure investment and stronger electricity sales. Q3 earnings and guidance
• Neutral Sentiment: Data-center demand could expand investment beyond $38 billion. Ameren sees data-center deals potentially pushing investment above its current plan. The additional spending could build the utility’s infrastructure and support future growth, but also raises questions about capital needs and the timing of returns. Data-center investment outlook
• Neutral Sentiment: Insider sale was pre-arranged. Michael Moehn sold 6,500 shares, about 3.25% of his holdings, under a Rule 10b5-1 trading plan; the planned nature of the transaction makes it less informative as a signal about his outlook. Insider transaction

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the stock. Weiss Ratings restated a “buy (b)” rating on shares of Ameren in a report on Wednesday. The Goldman Sachs Group cut their target price on shares of Ameren from $118.00 to $115.00 and set a “neutral” rating for the company in a research note on Thursday, October 15th. TD Cowen assumed coverage on shares of Ameren in a research report on Thursday, October 22nd. They set a “hold” rating and a $114.00 price objective for the company. JPMorgan Chase & Co. cut their target price on Ameren from $133.00 to $126.00 and set an “overweight” rating for the company in a research report on Tuesday, October 13th. Finally, Bank of America decreased their price objective on Ameren from $113.00 to $107.00 and set a “neutral” rating for the company in a report on Wednesday, October 21st. Thirteen research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $117.43.

Insider Transactions at Ameren

In other Ameren news, insider Michael Moehn sold 6,500 shares of Ameren stock in a transaction dated Tuesday, November 3rd. The stock was sold at an average price of $110.72, for a total transaction of $719,680.00. Following the transaction, the insider directly owned 193,790 shares in the company, valued at approximately $21,456,428.80. The trade was a 3.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Theresa Shaw sold 325 shares of the stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $108.93, for a total transaction of $35,402.25. Following the completion of the transaction, the senior vice president directly owned 32,340 shares of the company’s stock, valued at approximately $3,522,796.20. The trade was a 0.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 7,073 shares of company stock valued at $781,254. Corporate insiders own 0.29% of the company’s stock.

About Ameren