AEE

In September 2026, Ameren priced a $900 million public offering of junior subordinated notes and Ameren Illinois priced first mortgage bonds, while the board declared a quarterly cash dividend of $0.75 per share. The stock experienced a 6.1% decline over four weeks but was noted to be in oversold territory, Morgan Stanley lowered its price target from $114 to $108, and a Missouri lawmaker challenged a proposed Ameren rate hike. In August 2026, Ameren shares saw a modest decline due to Ameren Illinois' $400 million senior mortgage bond offering and broader utility sector weakness from rising Treasury yields, but rebounded from a sector-wide selloff supported by institutional buying; the company reported a Q2 earnings beat with $1.13 EPS against a $1.08 consensus and reaffirmed its FY2026 guidance. In July 2026, Q2 EPS increased to $1.13, attributed to infrastructure investments and strong customer growth, including significant data center projects with Google and Amazon, and the company reaffirmed its 2026 EPS guidance. In March 2026, analysts revised Ameren's fair value estimate to $117.00 from $115.69, and the price target slightly increased to $115.69 from $115.38; President Martin Lyons indicated an intention to sell 27,000 shares, and an upcoming dividend of $0.75 per share was announced.