Zacks Research Analysts Decrease Earnings Estimates for Ameren Co. (NYSE:AEE)

Ameren Co. (NYSE:AEE) – Investment analysts at Zacks Research decreased their FY2025 earnings estimates for Ameren in a research note issued to investors on Tuesday, April 23rd. Zacks Research analyst R. Department now forecasts that the utilities provider will earn $4.86 per share for the year, down from their previous forecast of $4.88. The consensus estimate for Ameren’s current full-year earnings is $4.59 per share. Zacks Research also issued estimates for Ameren’s Q4 2025 earnings at $1.06 EPS, Q1 2026 earnings at $1.29 EPS and FY2026 earnings at $5.30 EPS.

Ameren (NYSE:AEE) last announced its earnings results on Friday, February 23rd. The utilities provider reported $0.60 earnings per share for the quarter, missing the consensus estimate of $0.61 by ($0.01). Ameren had a return on equity of 10.42% and a net margin of 15.36%. The business had revenue of $1.62 billion for the quarter, compared to analyst estimates of $2.03 billion. During the same quarter last year, the company posted $0.63 EPS. Ameren’s quarterly revenue was down 20.9% on a year-over-year basis.

Other research analysts have also recently issued reports about the stock. BMO Capital Markets increased their price target on shares of Ameren from $75.00 to $76.00 and gave the stock an “outperform” rating in a report on Monday, February 26th. StockNews.com lowered shares of Ameren from a “hold” rating to a “sell” rating in a research report on Friday, April 12th. The Goldman Sachs Group began coverage on shares of Ameren in a research report on Wednesday, April 10th. They set a “sell” rating and a $73.00 target price on the stock. Barclays decreased their price target on shares of Ameren from $74.00 to $73.00 and set an “equal weight” rating on the stock in a report on Monday, April 15th. Finally, Bank of America raised their target price on shares of Ameren from $77.00 to $78.00 and gave the company a “neutral” rating in a research note on Thursday, April 11th. Two equities research analysts have rated the stock with a sell rating, seven have issued a hold rating and two have issued a buy rating to the company. According to MarketBeat, Ameren presently has a consensus rating of “Hold” and a consensus price target of $79.40.

Ameren Price Performance

Shares of AEE opened at $74.76 on Wednesday. The company has a market capitalization of $19.92 billion, a price-to-earnings ratio of 17.11, a price-to-earnings-growth ratio of 2.49 and a beta of 0.44. Ameren has a fifty-two week low of $67.03 and a fifty-two week high of $90.80. The firm has a 50-day simple moving average of $72.29 and a 200-day simple moving average of $73.55. The company has a debt-to-equity ratio of 1.32, a quick ratio of 0.43 and a current ratio of 0.65.

Ameren Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 29th. Investors of record on Wednesday, March 13th were paid a dividend of $0.67 per share. This is an increase from Ameren’s previous quarterly dividend of $0.63. The ex-dividend date was Tuesday, March 12th. This represents a $2.68 annualized dividend and a yield of 3.58%. Ameren’s payout ratio is 61.33%.

Insider Buying and Selling

In related news, CEO Martin J. Lyons sold 7,270 shares of Ameren stock in a transaction on Monday, March 4th. The shares were sold at an average price of $70.70, for a total transaction of $513,989.00. Following the sale, the chief executive officer now owns 246,434 shares of the company’s stock, valued at approximately $17,422,883.80. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. In other news, CEO Martin J. Lyons sold 7,270 shares of the business’s stock in a transaction dated Monday, March 4th. The shares were sold at an average price of $70.70, for a total value of $513,989.00. Following the completion of the sale, the chief executive officer now owns 246,434 shares of the company’s stock, valued at approximately $17,422,883.80. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Mark C. Lindgren sold 1,630 shares of Ameren stock in a transaction dated Monday, March 4th. The shares were sold at an average price of $70.70, for a total transaction of $115,241.00. Following the completion of the transaction, the executive vice president now directly owns 47,883 shares of the company’s stock, valued at $3,385,328.10. The disclosure for this sale can be found here. 0.42% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. Impact Partnership Wealth LLC bought a new stake in shares of Ameren during the 3rd quarter worth about $25,000. Farmers & Merchants Investments Inc. grew its position in Ameren by 117.6% during the first quarter. Farmers & Merchants Investments Inc. now owns 370 shares of the utilities provider’s stock valued at $27,000 after purchasing an additional 200 shares in the last quarter. Cape Investment Advisory Inc. grew its position in Ameren by 73.8% during the fourth quarter. Cape Investment Advisory Inc. now owns 478 shares of the utilities provider’s stock valued at $35,000 after purchasing an additional 203 shares in the last quarter. Compagnie Lombard Odier SCmA purchased a new position in Ameren during the third quarter valued at approximately $37,000. Finally, Capital Advisors Ltd. LLC grew its position in Ameren by 163.6% during the first quarter. Capital Advisors Ltd. LLC now owns 514 shares of the utilities provider’s stock valued at $38,000 after purchasing an additional 319 shares in the last quarter. 79.09% of the stock is owned by institutional investors and hedge funds.

Ameren Company Profile

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.