Ameren Corporation (AEE)

Ameren's stock price increased by 28.72% in the past six months, reaching an all-time high of $104.10 on March 3, 2025. Barclays downgraded Ameren from "Overweight" to "Equal-Weight" and reduced their price objective. Keybanc upgraded Ameren from "Sector Weight" to "Overweight." Goldman Sachs upgraded Ameren from "Sell" to "Neutral" and raised their price objective. UBS Group issued a "buy" rating with a $114.00 price objective, and BMO Capital Markets raised their price objective to $108.00 with an "outperform" rating. Ameren announced a public offering of $520 million of its common stock and reported its first-quarter 2024 earnings with an EPS of $1.07, missing estimates, but revenue was up 15.5% year-over-year. In February 2025, Ameren reported mixed fourth-quarter results for 2024, which led to a 1.1% dip in the stock, and affirmed their 2025 earnings guidance and issued long-term growth guidance.

Ameren Corporation's products and services, particularly electricity, exhibit demand seasonality. Electricity consumption tends to increase during the summer months due to air conditioning usage. The company's revenue analysis considers a full twelve-month period to account for this seasonality.

Ameren Corporation is a public utility holding company involved in the regulated generation, transmission, and distribution of electricity and natural gas. They deliver electricity and natural gas to various customers and generate electricity from diverse sources. Ameren is developing electric transmission projects, expanding its renewable energy mix, and aims to achieve net-zero carbon emissions by 2050 through investments in wind, solar energy, and grid modernization.

Ameren Corporation primarily covers central and eastern Missouri and the southern four-fifths of Illinois, spanning approximately 64,000 square miles. Through its subsidiaries, Ameren serves approximately 2.5 million electric customers and over 900,000 natural gas customers across these two states, including the greater St. Louis area.

Ameren's brand reputation focuses on providing reliable energy, reducing outages, and investing in infrastructure and renewable energy. Ameren unveiled a new hybrid energy center in Missouri to supply reliable energy. Ameren Missouri filed a plan to spur economic growth in the state. Ameren shared practical steps with customers to manage extreme heat and save money, emphasizing their investments in grid reliability during extreme weather. Strategic investments in infrastructure upgrades and the shift to renewable energy sources have contributed to its efficiency and outperformance in the utilities sector.

Institutional investors hold a significant portion of Ameren Corp. stock, with approximately 81.81% to 83% ownership. The largest institutional shareholders include Vanguard Group Inc., Price T Rowe Associates Inc, BlackRock, Inc., State Street Corp, T. Rowe Price Investment Management, Inc., Geode Capital Management, Llc, and Ameriprise Financial Inc. Individual investors hold approximately 17% to 25.55% of the company's stock, while insider ownership is less than 1%.