Zacks Research Has Negative Estimate for Ameren Q4 Earnings

Ameren Co. (NYSE:AEE) – Equities research analysts at Zacks Research decreased their Q4 2025 earnings per share (EPS) estimates for Ameren in a note issued to investors 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 forecast 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.

Ameren (NYSE:AEE) last announced its quarterly earnings data on Thursday, February 13th. The utilities provider reported $0.77 EPS for the quarter, missing the consensus estimate 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 quarter last year, the company posted $0.60 EPS.

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

Ameren Trading Down 0.2 %

AEE opened at $98.64 on Friday. The company has a fifty day moving average price of $97.54 and a two-hundred day moving average price of $91.87. Ameren has a 1-year low of $69.39 and a 1-year high of $104.10. The company has a market cap of $26.62 billion, a P/E ratio of 22.32, a price-to-earnings-growth ratio of 2.97 and a beta of 0.48. 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 Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Tuesday, March 11th will be paid a $0.71 dividend. This represents a $2.84 dividend on an annualized basis and a yield of 2.88%. This is a boost from Ameren’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend is Tuesday, March 11th. Ameren’s payout ratio is presently 64.25%.

Insider Activity

In other Ameren news, EVP Chonda J. Nwamu sold 5,500 shares of the 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 owns 43,344 shares in the company, valued at $4,393,781.28. This trade represents a 11.26 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Shawn E. Schukar sold 4,743 shares of the business’s stock in a transaction that occurred on Tuesday, March 4th. The shares were sold at an average price of $103.79, for a total transaction of $492,275.97. Following the completion of the sale, the insider now directly owns 57,486 shares in the company, valued at approximately $5,966,471.94. This trade represents a 7.62 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 12,959 shares of company stock valued at $1,316,712 in the last three months. Company insiders own 0.42% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of AEE. Wells Fargo & Company MN grew its position in shares of Ameren by 1,732.4% in the fourth quarter. Wells Fargo & Company MN now owns 3,068,505 shares of the utilities provider’s stock valued at $273,527,000 after purchasing an additional 2,901,047 shares in the last quarter. FMR LLC boosted its stake in Ameren by 96.5% in the 4th quarter. FMR LLC now owns 5,170,709 shares of the utilities provider’s stock worth $460,917,000 after purchasing an additional 2,539,129 shares during the period. T. Rowe Price Investment Management Inc. grew its holdings in Ameren by 16.7% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 17,038,754 shares of the utilities provider’s stock valued at $1,518,835,000 after buying an additional 2,439,811 shares in the last quarter. Alliancebernstein L.P. increased its position in shares of Ameren by 116.0% during the fourth quarter. Alliancebernstein L.P. now owns 2,357,876 shares of the utilities provider’s stock valued at $210,181,000 after buying an additional 1,266,051 shares during the period. Finally, Millennium Management LLC lifted its holdings in shares of Ameren by 76.7% in the fourth quarter. Millennium Management LLC now owns 2,134,288 shares of the utilities provider’s stock worth $190,250,000 after buying an additional 926,126 shares in the last quarter. 79.09% of the stock is owned by institutional investors.

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.