DailyIQ
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Sector:UtilitiesAll sectors
Last updated 2 minutes ago

AEE·Ameren Corporation

$.
+. (+.%)
After Hours
High
$111.46
Open
$110.88
Market Cap
30.73B
52W High
$115.58
Low
$110.28
P. Close
$111.13
P/E
20.16
52W Low
$93.50
Fwd P/E
101.86
Mean Target
$119.87
Technical Score (1D)
59
BUY
News Sentiment
65
BULLISH
No summary available yet.
Earnings Summary
Ameren Corporation is a regulated utility holding company providing essential energy services, including electricity generation, transmission, and distribution, alongside natural gas distribution, across the United States. Operating within the Utilities sector, specifically the Utilities - Regulated Electric industry, Ameren's business is characterized by its reliance on regulated markets and a diversified energy portfolio. The company, established in 1881, focuses on delivering reliable energy to a broad customer base. In its most recent reported quarters, Ameren demonstrated an acceleration in both earnings per share (EPS) and revenue. For Q1 2026, EPS was $1.28 against an estimate of $1.19, and revenue was $2.18 billion versus an estimate of $2.28 billion. This followed a strong Q3 2025 where EPS was $2.35, beating the estimate of $2.11, with revenue at $2.70 billion. The preceding quarters showed a mixed but generally positive trend, with Q2 2025 EPS at $1.01 (vs. $0.99 estimate) and Q1 2025 EPS at $1.07 (vs. $1.04 estimate). The company beat analyst estimates for EPS in three of the last four reported quarters, with revenue figures available for Q4 2025 and Q1 2026 showing actual revenues of $1.78 billion and $2.18 billion respectively, both below their respective estimates. Recent news highlights significant developments for Ameren, including its transmission subsidiary's selection for major new transmission lines aimed at enhancing Midwestern grid reliability, a project expected to bolster its regulated asset base. This is complemented by a JP Morgan upgrade to "overweight" with a raised price target, signaling increased confidence, although Morgan Stanley maintained an "equalweight" rating with a lowered price target. Investors will be watching for continued execution on strategic projects like the transmission lines and the impact of data center load growth and regulatory factors on near-term earnings. Key will be the company's ability to translate these developments into sustained financial performance and validate the positive analyst sentiment.

EPS

EstBeatMiss
$0.53$1.05$1.56$2.07$2.59Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.08 - -
Q1'26$1.19$1.28+7.3%
Q4'25$0.77$0.78+1.2%
Q3'25$2.11$2.35+11.3%
Q2'25$1.00$1.01+1.4%
Q1'25$1.04$1.07+2.8%

Revenue

EstBeatMiss
$1.6B$1.9B$2.2B$2.5B$2.8BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$2.3B - -
Q1'26$2.3B$2.2B-4.6%
Q4'25$1.9B$1.8B-6.6%
Q3'25 - $2.7B -
Q2'25 - $2.2B -
Q1'25 - $2.1B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

AEE Stock Snapshot

AEE is currently trading at $111.12, giving Ameren Corporation a market cap of 30.73B and a P/E ratio of 20.2. Today's range spans $110.28–$111.46, with shares opening at $110.88 and moving down $0.01 (0.0%) from the prior close. DailyIQ's technical score sits at 59/100 (HOLD) with a news sentiment reading of 65/100.

Over the past year AEE has traded between $93.50 and $115.58 - the current price is +18.8% off the 52-week low and -3.9% from the high. 24 analysts cover the stock with a Hold consensus and a mean 12-month target of $119.87 (range $105.00–$136.00), implying upside of +7.9%.

It's a pause for AEE: technical score 59/100 (HOLD), sentiment bullish (65/100), price $111.12 (in the upper portion of its 52-week range). (P/E: 20.2) At 30.73B in Utilities market cap, pauses like this often occur when the stock has run ahead of near-term fundamental catalysts and is waiting for earnings or macro data to validate the prior move. Annual range: $93.50–$115.58. The consolidation is the story for now.

Portfolio construction in Utilities often uses large-cap names like AEE as tactical swing positions during neutral phases: cheap enough to overweight, liquid enough to exit quickly, and large enough to provide meaningful sector beta. The current 59/100 (HOLD) at $111.12 (in the upper portion of its 52-week range) and bullish sentiment (65/100) frame the position as a catalyst play within the $93.50–$115.58 annual range rather than a directional bet.