Zacks Research Comments on Ameren’s Q2 Earnings (NYSE:AEE)

Ameren Co. (NYSE:AEE) – Investment analysts at Zacks Research reduced their Q2 2025 earnings estimates for shares of Ameren in a note issued to investors on Wednesday, April 2nd. Zacks Research analyst R. Department now expects that the utilities provider will post earnings per share of $0.84 for the quarter, down from their previous forecast of $0.91. The consensus estimate for Ameren’s current full-year earnings is $4.93 per share. Zacks Research also issued estimates for Ameren’s Q3 2025 earnings at $1.66 EPS, Q4 2025 earnings at $1.32 EPS, FY2025 earnings at $4.90 EPS, Q1 2026 earnings at $1.33 EPS, Q1 2027 earnings at $1.44 EPS and FY2027 earnings at $5.69 EPS.

Ameren (NYSE:AEE) last issued its quarterly 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 return on equity of 10.34% and a net margin of 15.51%. During the same period in the previous year, the business posted $0.60 earnings per share.

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

Ameren Stock Down 5.7 %

Shares of AEE opened at $95.88 on Friday. The business’s 50 day moving average is $98.21 and its 200 day moving average is $92.51. The company has a current ratio of 0.66, a quick ratio of 0.44 and a debt-to-equity ratio of 1.41. Ameren has a 12-month low of $69.39 and a 12-month high of $104.10. The company has a market capitalization of $25.88 billion, a PE ratio of 21.69, a price-to-earnings-growth ratio of 2.97 and a beta of 0.45.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Synergy Investment Management LLC bought a new position in Ameren in the 4th quarter worth about $25,000. Roxbury Financial LLC bought a new position in Ameren in the fourth quarter worth approximately $27,000. Quarry LP purchased a new position in Ameren during the 4th quarter worth $31,000. Lee Danner & Bass Inc. bought a new stake in Ameren during the 4th quarter valued at $38,000. Finally, Optiver Holding B.V. lifted its holdings in shares of Ameren by 78.7% in the 4th quarter. Optiver Holding B.V. now owns 470 shares of the utilities provider’s stock worth $42,000 after buying an additional 207 shares during the period. 79.09% of the stock is currently owned by institutional investors.

Insider Activity

In other Ameren news, 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 transaction of $266,901.32. Following the completion of the transaction, the director now owns 14,495 shares in the company, valued at $1,424,423.65. The trade was a 15.78 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Shawn E. Schukar sold 4,743 shares of the firm’s stock in a transaction that occurred on 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 of the company’s stock, valued at $5,966,471.94. This represents a 7.62 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 12,959 shares of company stock valued at $1,316,712. 0.42% of the stock is currently owned by company insiders.

Ameren Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 31st. Shareholders of record on Tuesday, March 11th were given a dividend of $0.71 per share. This is a boost from Ameren’s previous quarterly dividend of $0.67. The ex-dividend date was Tuesday, March 11th. This represents a $2.84 dividend on an annualized basis and a yield of 2.96%. Ameren’s payout ratio is 64.25%.

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.