Ameren Corporation (AEE)

Over the past six months, Ameren Corp. has experienced several events impacting its stock. As of January 7, 2026, the stock price was $99.07 per share, an 11.02% increase from January 8, 2025. The stock has shown a 5.07% increase over the last six months and a 15.03% increase over the past year. Key events include strong Q3 2025 results driven by favorable weather and new electric service rates in Missouri, regulatory approvals for Ameren Missouri's plan to serve new large businesses, changes in analyst ratings and price targets, and Q1 2024 earnings noting a slight decrease in EPS due to milder weather and higher expenses.

Demand for Ameren Corp.'s electricity and natural gas is influenced by weather conditions. Electricity demand peaks during extreme weather, while natural gas demand is higher during colder months. Ameren manages demand seasonality through programs like Peak Time Savings and Seasonal Savings, partnering with smart thermostat manufacturers and implementing Demand Side Management (DSM) programs.

Ameren Corporation is a public utility holding company based in St. Louis, Missouri, operating in the Utilities sector, specifically in the Multi-Utilities and Electric Utilities industries. The company generates, transmits, and distributes electricity and natural gas to various customers. Ameren operates through four segments: Ameren Missouri, Ameren Illinois Electric Distribution, Ameren Illinois Natural Gas, and Ameren Transmission. Ameren Missouri is the largest electric utility in the state, serving approximately 1.3 million customers. Ameren Illinois delivers electricity to 1.2 million customers and natural gas to over 800,000 customers. The company uses a diverse portfolio of energy sources, including coal, nuclear, hydroelectric, natural gas, oil, and renewables.

Ameren's service territory spans approximately 64,000 square miles across central and eastern Missouri and the southern four-fifths of Illinois, including major metropolitan areas like St. Louis and East St. Louis and their surrounding suburbs. Ameren Missouri primarily serves customers in Missouri, with more than half residing in the St. Louis metropolitan area. Ameren Illinois's service territory covers over 1,200 communities.

Ameren's brand reputation in the past year is characterized by strong operational execution, strategic investments, and a focus on sustainability. The company has benefited from a favorable regulatory landscape in Missouri and Illinois, allowing for significant infrastructure investments. Ameren is actively involved in developing transmission infrastructure and transitioning to cleaner energy. Challenges include charges related to the Rush Island Energy Center and potential impacts from new EPA regulations.

Institutional investors hold a significant majority (approximately 80% to 83%) of Ameren Corp. shares, suggesting the board considers their preferences. Major institutional owners include Vanguard Group Inc., T. Rowe Price Group, Inc., and BlackRock, Inc. The general public holds approximately 17% to 20% ownership, while insider ownership is under 1%.