Zacks Research Has Negative Outlook for Ameren Q4 Earnings

Ameren Co. (NYSE:AEE) – Equities researchers at Zacks Research decreased their Q4 2025 earnings per share (EPS) estimates for shares of Ameren in a report released on Wednesday, March 26th. Zacks Research analyst R. Department now anticipates that the utilities provider will post earnings per share of $1.17 for the quarter, down from their previous estimate of $1.19. The consensus estimate for Ameren’s current full-year earnings is $4.93 per share. Zacks Research also issued estimates for Ameren’s Q4 2026 earnings at $1.30 EPS, FY2026 earnings at $5.32 EPS and FY2027 earnings at $5.70 EPS.

Several other analysts have also issued reports on AEE. Evercore ISI raised Ameren from an “in-line” rating to an “outperform” rating and upped their target price for the stock from $89.00 to $104.00 in a research note on Tuesday, January 21st. Barclays upped their price target on shares of Ameren from $95.00 to $102.00 and gave the company an “equal weight” rating in a research report on Tuesday, March 4th. UBS Group boosted their target price on Ameren from $106.00 to $113.00 and gave the company a “buy” rating in a research note on Friday, March 21st. Morgan Stanley raised their price target on Ameren from $97.00 to $101.00 and gave the stock an “equal weight” rating in a research report on Thursday, March 20th. Finally, BMO Capital Markets boosted their price objective on Ameren from $100.00 to $105.00 and gave the company an “outperform” rating in a research report on Tuesday, February 18th. One analyst has rated the stock with a sell rating, four have given a hold rating, six have assigned a buy rating and one has given a strong buy rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $96.70.

Ameren Trading Up 1.1 %

Shares of Ameren stock opened at $99.71 on Friday. 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 1 year low of $69.39 and a 1 year high of $104.10. The firm has a market cap of $26.91 billion, a PE ratio of 22.56, a PEG ratio of 2.97 and a beta of 0.48. The company has a 50 day simple moving average of $97.64 and a two-hundred day simple moving average of $92.02.

Ameren (NYSE:AEE) last issued its earnings results 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 quarter in the prior year, the firm posted $0.60 EPS.

Ameren Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Tuesday, March 11th will be issued a $0.71 dividend. The ex-dividend date of this dividend is Tuesday, March 11th. This is a positive change from Ameren’s previous quarterly dividend of $0.67. This represents a $2.84 annualized dividend and a yield of 2.85%. Ameren’s dividend payout ratio is 64.25%.

Insider Activity at Ameren

In related news, EVP Chonda J. Nwamu sold 5,500 shares of Ameren stock in a transaction dated Tuesday, March 4th. The shares were sold at an average price of $101.37, for a total transaction of $557,535.00. Following the completion of the transaction, the executive vice president now directly owns 43,344 shares of the company’s stock, valued at $4,393,781.28. This trade represents a 11.26 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Craig S. Ivey sold 2,716 shares of the business’s stock in a transaction that occurred on Wednesday, February 19th. The stock was sold at an average price of $98.27, for a total value of $266,901.32. Following the completion of the sale, the director now directly owns 14,495 shares in the company, valued at approximately $1,424,423.65. This represents a 15.78 % 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 90 days. 0.42% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the stock. TD Private Client Wealth LLC boosted its holdings in shares of Ameren by 7.1% in the fourth quarter. TD Private Client Wealth LLC now owns 1,846 shares of the utilities provider’s stock worth $165,000 after buying an additional 122 shares during the last quarter. CWA Asset Management Group LLC raised its position in Ameren by 2.7% in the fourth quarter. CWA Asset Management Group LLC now owns 4,786 shares of the utilities provider’s stock worth $427,000 after acquiring an additional 125 shares during the period. Signaturefd LLC boosted its stake in shares of Ameren by 2.0% during the 4th quarter. Signaturefd LLC now owns 6,276 shares of the utilities provider’s stock worth $559,000 after acquiring an additional 125 shares during the last quarter. Captrust Financial Advisors grew its position in shares of Ameren by 1.3% during the 4th quarter. Captrust Financial Advisors now owns 10,107 shares of the utilities provider’s stock valued at $901,000 after acquiring an additional 125 shares during the period. Finally, Meiji Yasuda Asset Management Co Ltd. increased its stake in shares of Ameren by 1.3% in the 4th quarter. Meiji Yasuda Asset Management Co Ltd. now owns 9,937 shares of the utilities provider’s stock worth $886,000 after purchasing an additional 130 shares in the last quarter. Hedge funds and other 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.