Ameren's fundamental outlook is defined by an aggressive $1.6 billion quarterly capital expenditure program aimed at grid modernization, which serves as the primary engine for long-term rate base expansion. While the transition toward FERC-regulated transmissi...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth remains highly inconsistent, swinging from a 20.9% contraction in 2023Q4 to a 31.2% expansion in 2025Q2, reflecting significant sensitivity to seasonal demand and regulatory rate case timing.
Ameren’s planned capital spend focuses on grid modernization, resilience, and clean‑energy resources. The plan is expected to grow the regulated rate base at a 9.2% CAGR, boosting allowed returns and improving net margins.
Recent regulatory changes in Missouri have opened significant investment opportunities for Ameren. The company has benefited from new rate approvals and infrastructure‑return incentives that support future earnings.
Ameren Missouri has shown strong retail sales growth, with a notable increase across all customer classes. This trend supports higher revenue and margin expansion in the regulated business.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $1.13+4.6% vs $1.08 | $2.1B-8.0% vs $2.3B |
Q2 2026 May 5, 2026 | $1.28+8.5% vs $1.18 | $2.2B-3.0% vs $2.2B |
Q1 2026 Feb 11, 2026 | $0.78+1.2% vs $0.77 | $1.8B+11.3% vs $1.6B |
Q4 2025 Nov 5, 2025 | $2.17+2.8% vs $2.11 | $2.7B+8.7% vs $2.5B |
Bank of America Corp DE acquired a new stake in Ameren Corporation (NYSE: AEE) during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 2,175,165 shares of the utilities provider's stock, valued at approximately $245,881,000. Bank of America Corp DE
Ameren Corporation is rated a buy, driven by data center power deals and a robust infrastructure upgrade plan. AEE's 10-year, $71 billion investment plan targets grid modernization and renewable generation, supporting long-term growth and reliability. Guaranteed revenue from Amazon and Google data center contracts underpins future cash flows and supports dividend growth potential.
Ameren (AEE) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Ameren (AEE) offers a reasonable entry point, supported by a $31.8B regulated grid investment plan and a projected 10.6% annual rate base growth through 2030. AEE's growth hinges on regulatory approval, successful project execution, and the conversion of announced data center demand into enforceable, revenue-generating contracts. Earnings are projected at $5.35/share this year and $5.72/share next year, with 7% annual EPS growth and a fair value target of $114 per share.
Benchmark AEE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Ameren Corporation (AEE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $101.66 | $28.13B | 19.00 | 15.43% | 16.55% | 11.3% | 2.78% | |
| $102.83 | $33.49B | 21.29 | 13.96% | 16.69% | 11.84% | — | |
| $79.27 | $18.27B | 21.66 | 1.65% | 15.26% | 9.01% | — | |
| $45.11 | $9.32B | 19.44 | 9.21% | 14.55% | 9.56% | — | |
| $69.87 | $4.3B | 23.77 | 6.38% | 10.13% | 5.92% | — | |
| $36.00 | $2.97B | 15.13 | 1.34% | 11.83% | 8.29% | — |
Ameren Corporation (AEE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Ameren Corporation (AEE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
Jun 29, 2026·SEC
Jun 26, 2026·SEC
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Ameren Corporation (AEE) stock FAQ — growth, dividends, profitability & financials explained
Ameren Corporation (AEE) reported $8.75B in revenue for fiscal year 2025. This represents a 163% increase from $3.33B in 1997.
Ameren Corporation (AEE) grew revenue by 15.4% over the past year. This is strong growth.
Yes, Ameren Corporation (AEE) is profitable, generating $1.56B in net income for fiscal year 2025 (16.5% net margin).
Yes, Ameren Corporation (AEE) pays a dividend with a yield of 2.78%. This makes it attractive for income-focused investors.
Ameren Corporation (AEE) has a return on equity (ROE) of 11.3%. This is reasonable for most industries.
Ameren Corporation (AEE) had negative free cash flow of $1.41B in fiscal year 2025, likely due to heavy capital investments.
Ameren Corporation (AEE) has a dividend payout ratio of 53%. This suggests the dividend is well-covered and sustainable.
