Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Ameren (AEE)
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-04
$112.81-0.24%
Close 2026-11-05 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
5.80 → 5.81 EPS · FY ending Dec 31, 2027 · 7 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 7; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for AEE yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Debt issuance supports infrastructure investments | The company actively funds infrastructure with debt issuance. | Intact | Debt issuance falls significantly below $400 million in 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
AEE is a regulated utility with a lower-risk profile, not a high-growth story. Its long-term thesis is in a watch state: management has reaffirmed its 2026 earnings guidance, but recent performance is below its industry cohort.
Valuation is slightly above peers, while the model labels current pricing as justified and finds expectations broadly aligned with fundamentals. The expectations gap is small, so the evidence does not point to a large mismatch between what the market assumes and what the business is delivering.
Near term, execution is mixed: quarterly earnings have been within the reaffirmed 2026 guidance range, while the company has also issued debt to support investment. Recent financial performance remains neutral and below peers, and the signal has shifted from mildly favorable to mixed.
The near-term risk is whether AEE maintains its guidance; a cut would be a meaningful negative, though the estimated miss risk is low. Over the multi-year view, execution on earnings and infrastructure investment matters, alongside interest-rate changes and earnings momentum across major utility peers.
Over the next 1 to 3 years, AEE’s thesis is a relatively low-risk utility profile with steady guidance execution, offset by weaker results than peers and a recently softened signal. The central test is whether execution stays within guidance as the company funds infrastructure investment. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Profit per share is guided to about $5.35 in 2026. |
| Broken |
| EPS falls below $5.25 in FY26 |
Diluted EPS: $1.13 per share FY2026-Q2; GAAP. Published target: >=5.25 USD per share. Annual target cannot be compared with a quarterly or TTM observation. Aug 3, 20261.13 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stable leadership and execution | Management has a clear plan and stable execution. | Intact | Significant leadership disruption or strategy shift in 2026 | 0 leadership changes vs 0 target News shows stable operations, debt issuance, and infrastructure projects. No leadership changes reported. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$5.84 → $5.81 · observed estimates
$9.81B → $9.65B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $5.84 | $9,809,899,930 | 6 / 11 |
| 2026-07-25 | $5.84 | $9,809,288,110 | 6 / 11 |
| 2026-07-26 | $5.84 | $9,809,288,110 | 6 / 11 |
| 2026-07-27 | $5.84 | $9,809,288,110 | 6 / 11 |
| 2026-07-28 | $5.84 | $9,809,288,110 | 6 / 11 |
| 2026-07-29 | $5.84 | $9,809,288,110 | 6 / 11 |
| 2026-07-30 | $5.84 | $9,809,288,110 | 6 / 11 |
| 2026-07-31 | $5.84 | $9,809,288,110 | 6 / 11 |
| 2026-08-01 | $5.84 | $9,809,288,110 | 6 / 11 |
| 2026-08-02 | $5.84 | $9,820,180,770 | 6 / 12 |
| 2026-08-03 | $5.84 | $9,820,180,770 | 6 / 12 |
| 2026-08-04 | $5.84 | $9,820,180,770 | 6 / 12 |
| 2026-08-05 | $5.84 | $9,822,030,770 | 7 / 12 |
| 2026-08-06 | $5.84 | $9,822,030,770 | 7 / 12 |
| 2026-08-07 | $5.84 | $9,822,030,770 | 7 / 12 |
| 2026-08-08 | $5.84 | $9,799,259,270 | 7 / 12 |
| 2026-08-09 | $5.84 | $9,799,259,270 | 7 / 12 |
| 2026-08-10 | $5.84 | $9,799,259,270 | 7 / 12 |
| 2026-08-11 | $5.81 | $9,700,536,068 | 6 / 9 |
| 2026-08-12 | $5.84 | $9,799,259,270 | 7 / 12 |
| 2026-08-13 | $5.84 | $9,799,259,270 | 7 / 12 |
| 2026-08-14 | $5.81 | $9,700,536,068 | 6 / 9 |
| 2026-08-15 | $5.81 | $9,700,536,068 | 6 / 9 |
| 2026-08-16 | $5.81 | $9,700,536,068 | 6 / 8 |
| 2026-08-17 | $5.81 | $9,700,536,068 | 6 / 8 |
| 2026-08-18 | $5.81 | $9,700,536,068 | 6 / 8 |
| 2026-08-19 | $5.81 | $9,700,536,068 | 6 / 9 |
| 2026-08-20 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-08-21 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-08-22 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-08-23 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-08-24 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-08-25 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-08-26 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-08-27 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-08-28 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-08-29 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-08-30 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-08-31 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-01 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-02 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-03 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-04 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-05 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-06 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-07 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-08 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-09 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-10 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-11 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-12 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-13 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-14 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-15 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-16 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-17 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-18 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-19 | $5.81 | $9,598,786,089 | 6 / 9 |
| 2026-09-20 | $5.82 | $9,577,090,292 | 6 / 9 |
| 2026-09-21 | $5.82 | $9,577,090,292 | 6 / 9 |
| 2026-09-22 | $5.82 | $9,577,090,292 | 6 / 9 |
| 2026-09-23 | $5.82 | $9,577,090,292 | 6 / 9 |
| 2026-09-24 | $5.82 | $9,577,090,292 | 6 / 9 |
| 2026-09-25 | $5.82 | $9,577,090,292 | 6 / 9 |
| 2026-09-26 | $5.81 | $9,580,817,565 | 6 / 9 |
| 2026-09-27 | $5.81 | $9,580,817,565 | 6 / 9 |
| 2026-09-28 | $5.81 | $9,580,817,565 | 6 / 9 |
| 2026-09-29 | $5.81 | $9,580,817,565 | 6 / 9 |
| 2026-09-30 | $5.81 | $9,580,817,565 | 6 / 9 |
| 2026-10-01 | $5.80 | $9,604,908,474 | 6 / 9 |
| 2026-10-02 | $5.80 | $9,604,908,474 | 6 / 9 |
| 2026-10-03 | $5.80 | $9,604,908,474 | 6 / 9 |
| 2026-10-04 | $5.80 | $9,604,908,474 | 6 / 9 |
| 2026-10-05 | $5.80 | $9,604,908,474 | 6 / 9 |
| 2026-10-06 | $5.80 | $9,605,157,237 | 6 / 9 |
| 2026-10-07 | $5.80 | $9,605,157,237 | 6 / 9 |
| 2026-10-08 | $5.80 | $9,605,157,237 | 6 / 9 |
| 2026-10-09 | $5.80 | $9,605,157,237 | 6 / 9 |
| 2026-10-10 | $5.80 | $9,605,157,237 | 6 / 9 |
| 2026-10-11 | $5.80 | $9,605,157,237 | 5 / 9 |
| 2026-10-12 | $5.80 | $9,605,157,237 | 5 / 9 |
| 2026-10-13 | $5.80 | $9,605,157,237 | 5 / 9 |
| 2026-10-14 | $5.81 | $9,607,329,965 | 5 / 9 |
| 2026-10-15 | $5.81 | $9,611,577,351 | 6 / 9 |
| 2026-10-16 | $5.80 | $9,611,980,078 | 6 / 9 |
| 2026-10-17 | $5.80 | $9,611,980,078 | 6 / 9 |
| 2026-10-18 | $5.80 | $9,611,980,078 | 6 / 9 |
| 2026-10-19 | $5.81 | $9,611,980,078 | 6 / 9 |
| 2026-10-20 | $5.81 | $9,611,980,078 | 6 / 9 |
| 2026-10-21 | $5.81 | $9,616,354,236 | 6 / 9 |
| 2026-10-22 | $5.80 | $9,643,329,753 | 6 / 10 |
| 2026-10-23 | $5.80 | $9,643,329,437 | 7 / 11 |
| 2026-10-24 | $5.80 | $9,643,329,437 | 7 / 11 |
| 2026-10-25 | $5.80 | $9,643,329,437 | 7 / 11 |
| 2026-10-26 | $5.80 | $9,643,329,437 | 7 / 11 |
| 2026-10-27 | $5.80 | $9,643,329,437 | 7 / 11 |
| 2026-10-28 | $5.81 | $9,646,406,360 | 7 / 11 |
| 2026-10-29 | $5.81 | $9,646,406,360 | 7 / 11 |
| 2026-10-30 | $5.81 | $9,646,406,360 | 7 / 11 |
| 2026-10-31 | $5.81 | $9,646,406,360 | 7 / 11 |
| 2026-11-01 | $5.81 | $9,646,406,360 | 7 / 11 |
| 2026-11-02 | $5.81 | $9,646,406,360 | 7 / 11 |
| 2026-11-03 | $5.81 | $9,646,406,360 | 7 / 11 |
| 2026-11-04 | $5.81 | $9,646,406,360 | 7 / 11 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 11 Buy / Strong Buy · 8 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 5 recorded
0 raises · 4 cuts · 0 unchanged · 3 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.