Zacks Research Has Pessimistic Outlook of Ameren Q4 Earnings

Ameren Co. (NYSE:AEE) – Zacks Research decreased their Q4 2025 earnings per share estimates for Ameren in a report released on Thursday, March 6th. Zacks Research analyst R. Department now expects that the utilities provider will post earnings of $1.19 per share for the quarter, down from their prior estimate 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.

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

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

Ameren Stock Performance

Shares of AEE opened at $99.14 on Monday. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.66 and a quick ratio of 0.44. Ameren has a one year low of $69.39 and a one year high of $104.10. The firm has a market capitalization of $26.76 billion, a P/E ratio of 22.43, a PEG ratio of 2.97 and a beta of 0.48. The business has a fifty day moving average of $95.04 and a 200 day moving average of $90.51.

Institutional Investors Weigh In On Ameren

A number of hedge funds have recently made changes to their positions in the company. Siemens Fonds Invest GmbH purchased a new stake in shares of Ameren in the fourth quarter worth about $10,901,000. Universal Beteiligungs und Servicegesellschaft mbH bought a new stake in Ameren during the fourth quarter worth approximately $6,729,000. Armis Advisers LLC bought a new stake in Ameren during the fourth quarter worth approximately $239,000. Mackenzie Financial Corp increased its stake in Ameren by 1.4% during the fourth quarter. Mackenzie Financial Corp now owns 25,055 shares of the utilities provider’s stock worth $2,233,000 after acquiring an additional 346 shares during the last quarter. Finally, Public Employees Retirement System of Ohio bought a new stake in Ameren during the fourth quarter worth approximately $8,671,000. 79.09% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, insider Shawn E. Schukar sold 4,743 shares of the business’s stock in a transaction dated Tuesday, March 4th. The stock was sold at an average price of $103.79, for a total value of $492,275.97. Following the sale, the insider now directly owns 57,486 shares in the company, valued at approximately $5,966,471.94. The trade was a 7.62 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Chonda J. Nwamu sold 5,500 shares of the business’s stock in a transaction dated Tuesday, March 4th. The stock was sold at an average price of $101.37, for a total value of $557,535.00. Following the completion of the sale, the executive vice president now owns 43,344 shares in the company, valued at $4,393,781.28. This represents a 11.26 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 12,959 shares of company stock worth $1,316,712. Corporate insiders own 0.42% of the company’s stock.

Ameren Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Investors of record on Tuesday, March 11th will be given a $0.71 dividend. This is an increase from Ameren’s previous quarterly dividend of $0.67. This represents a $2.84 dividend on an annualized basis and a dividend yield of 2.86%. The ex-dividend date of this dividend is Tuesday, March 11th. Ameren’s payout ratio is currently 64.25%.

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.