Ameren (NYSE:AEE – Free Report) had its target price raised by BMO Capital Markets from $112.00 to $120.00 in a research note released on Friday, MarketBeat.com reports. They currently have an outperform rating on the utilities provider’s stock.
Other equities analysts also recently issued reports about the stock. Barclays dropped their price objective on shares of Ameren from $111.00 to $104.00 and set an “equal weight” rating on the stock in a research note on Thursday, January 15th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ameren in a research report on Monday, December 29th. JPMorgan Chase & Co. boosted their price target on Ameren from $108.00 to $111.00 and gave the stock a “neutral” rating in a research report on Thursday, January 15th. UBS Group decreased their price objective on Ameren from $121.00 to $115.00 and set a “buy” rating for the company in a research note on Wednesday, December 17th. Finally, Mizuho lifted their target price on Ameren from $108.00 to $114.00 and gave the company an “outperform” rating in a research note on Monday, October 27th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $111.30.
Get Our Latest Stock Analysis on Ameren
Ameren Trading Up 1.4%
Ameren (NYSE:AEE – Get Free Report) last announced its quarterly earnings results on Wednesday, February 11th. The utilities provider reported $0.78 EPS for the quarter, beating the consensus estimate of $0.77 by $0.01. The firm had revenue of $1.78 billion for the quarter, compared to analyst estimates of $1.69 billion. Ameren had a return on equity of 10.69% and a net margin of 16.55%.The business’s revenue for the quarter was down 8.2% on a year-over-year basis. During the same quarter last year, the firm posted $0.77 earnings per share. Analysts expect that Ameren will post 4.93 earnings per share for the current fiscal year.
Ameren Increases Dividend
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 10th will be paid a dividend of $0.75 per share. The ex-dividend date is Tuesday, March 10th. This is a positive change from Ameren’s previous quarterly dividend of $0.71. This represents a $3.00 dividend on an annualized basis and a dividend yield of 2.7%. Ameren’s payout ratio is presently 53.08%.
Insider Activity
In related news, insider Michael L. Moehn sold 6,500 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $103.60, for a total value of $673,400.00. Following the completion of the transaction, the insider directly owned 193,076 shares of the company’s stock, valued at $20,002,673.60. This trade represents a 3.26% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.34% of the stock is currently owned by company insiders.
Institutional Investors Weigh In On Ameren
A number of large investors have recently bought and sold shares of AEE. NewEdge Advisors LLC boosted its holdings in shares of Ameren by 22.9% in the 1st quarter. NewEdge Advisors LLC now owns 8,077 shares of the utilities provider’s stock valued at $811,000 after acquiring an additional 1,503 shares during the last quarter. Empowered Funds LLC lifted its position in Ameren by 19.8% during the first quarter. Empowered Funds LLC now owns 6,255 shares of the utilities provider’s stock valued at $628,000 after purchasing an additional 1,034 shares during the period. Woodline Partners LP lifted its position in Ameren by 42.2% during the first quarter. Woodline Partners LP now owns 22,802 shares of the utilities provider’s stock valued at $2,289,000 after purchasing an additional 6,772 shares during the period. Sequoia Financial Advisors LLC grew its position in Ameren by 10.1% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 9,455 shares of the utilities provider’s stock worth $908,000 after purchasing an additional 866 shares during the period. Finally, RFG Advisory LLC raised its stake in shares of Ameren by 6.2% during the 2nd quarter. RFG Advisory LLC now owns 4,160 shares of the utilities provider’s stock valued at $400,000 after buying an additional 244 shares during the last quarter. Hedge funds and other institutional investors own 79.09% of the company’s stock.
More Ameren News
Here are the key news stories impacting Ameren this week:
- Positive Sentiment: BMO Capital raised its price target to $120 and maintained an “outperform” rating, signaling analyst optimism and potential upside vs. the recent share level. BMO raises price target
- Positive Sentiment: Board approved a larger dividend of $0.75 — supports income investor demand and signals management confidence in cash flow. Dividend increase announcement
- Positive Sentiment: Missouri regulators approved the Big Hollow Energy Center (800 MW natural gas + 400 MW battery) — a first‑of‑its‑kind integrated resource that strengthens reliability and adds capacity/revenue potential. Big Hollow approval
- Positive Sentiment: Company highlighted 6%–8% EPS growth through 2030, citing new ~2.2 GW of data center agreements — a material secular growth driver boosting long‑term earnings visibility. EPS growth outlook
- Positive Sentiment: Q4 / full‑year results: EPS modestly beat estimates (reported $0.78 vs. $0.77) and management affirmed 2026 guidance and long‑term growth targets, reinforcing the earnings narrative. The beat plus guidance affirmation helped sentiment despite some revenue pressure. 2025 results and guidance
- Neutral Sentiment: Ameren Missouri filed an updated Smart Energy Plan and highlighted grid upgrades that improved storm resilience — operationally positive but more gradual in financial impact. Smart Energy Plan filing
- Negative Sentiment: Revenue declined ~8.2% year‑over‑year in the quarter, a potential concern for top‑line momentum even though margins and EPS were supported by higher rates and volume in certain units. Revenue decline coverage
About Ameren
Ameren Corporation (NYSE: AEE) is an integrated energy company headquartered in St. Louis, Missouri, that provides electric and natural gas delivery and related services in portions of Missouri and Illinois. The company operates regulated utility businesses that serve a broad mix of residential, commercial and industrial customers, and it participates in wholesale energy markets and transmission operations that support reliable service across its service territories.
Ameren’s core activities include generation, transmission and distribution of electricity, distribution of natural gas, and the provision of customer energy solutions such as demand-side management and energy efficiency programs.
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