Ameren (AEE)
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-05
$112.81-0.24%
Close 2026-11-05 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-05
QuarterlyIQ Insights · AEE
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within utilities on a research-validated quality screen. As of 2026-11-05.
The screen ranks AEE against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Utilities names rated neutral grew net income 67% of the time over the next year (vs 62% for the rest of the cohort, n=1475).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Ameren's multi-year earnings growth is expected to be driven by $38.1 billion of planned infrastructure investments underpinning projected rate base growth of approximately 13.3% compounded annually…
Stated in 8 of 8 supplied quarters. Management reported: “Ameren's multi-year earnings growth is expected to be driven by $38.1 billion of planned infrastructure investments underpinning projected rate base growth of approximately 13.3% compounded annually from 2026 through 2031.” “Further, Ameren expects 2027 diluted earnings per share to be in a range of $5.70 to $5.90 per share, representing 8.4% growth from the original 2026 guidance midpoint.”
“Ameren's multi-year earnings growth is expected to be driven by $38.1 billion of planned infrastructure investments underpinning projected rate base growth of approximately 13.3% compounded annually…”
“Second quarter 2026 results reflected earnings on infrastructure investments to improve system reliability, resiliency and service quality at each business segment and from investments in innovative…”
“"Meeting these needs requires disciplined ongoing infrastructure investment.”
“Ameren's multi-year earnings growth is expected to be driven by $31.8 billion of infrastructure investments underpinning projected rate base growth of approximately 10.6% compounded annually from 202…”
“Page 1 of 6 "We are executing across all elements of our strategy, including hardening the grid, expanding our balanced generation portfolio and supporting economic development," said Martin J.”
“"We are executing across all elements of our strategy, including by hardening the grid, expanding our balanced generation portfolio, and supporting economic development, " said Martin J.”
Ameren expects diluted earnings per share to grow at an 8% to 10% compound annual rate from 2027 through 2031, using the 2027 guidance range midpoint of $5.80 per share as the base.
Stated in 3 of 8 supplied quarters. Management reported: “Further, Ameren expects 2027 diluted earnings per share to be in a range of $5.70 to $5.90 per share, representing 8.4% growth from the original 2026 guidance midpoint.” “Ameren expects diluted earnings per share to grow at an 8% to 10% compound annual rate from 2027 through 2031, using the 2027 guidance range midpoint of $5.80 per share as the base.”
Further, Ameren expects 2027 diluted earnings per share to be in a range of $5.70 to $5.90 per share, representing 8.4% growth from the original 2026 guidance midpoint.
Stated in 4 of 8 supplied quarters. Management reported: “Further, Ameren expects 2027 diluted earnings per share to be in a range of $5.70 to $5.90 per share, representing 8.4% growth from the original 2026 guidance midpoint.” “Further, Ameren expects 2027 diluted earnings per share to be in a range of $5.70 to $5.90 per share, representing 8.4% growth from the original 2026 guidance midpoint.”
Ameren expects to continue to grow its common dividend annually, with a payout ratio ranging between 45% and 55% of annual earnings per share.
Stated in 2 of 8 supplied quarters. Management reported: “Ameren expects to continue to grow its common dividend annually, with a payout ratio ranging between 45% and 55% of annual earnings per share.” “This, along with our relentless focus on disciplined cost management, will continue to deliver superior value for our customers, the communities we serve, our shareholders and the environment," Lyons said.”
“Ameren expects to continue to grow its common dividend annually, with a payout ratio ranging between 45% and 55% of annual earnings per share.”
Ameren expects EPS to grow at a 6% to 8% compound annual rate from 2026 through 2030, using the 2026 guidance range midpoint of $5.35 per share as the base.
Over the trailing year it converted 1.76x of net income into operating cash flow. Historically, Utilities names rated neutral grew net income 66% of the time over the next year (vs 63% for the rest of the cohort, n=1228).
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity (low R² over the window).
20 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Utilities names rated volatile grew net income 62% of the time over the next year (vs 66% for the rest of the cohort, n=1048).
Not investment advice. As of 2026-11-05.
““Execution on all elements of our strategy, including significant investments in infrastructure in each of our business segments, continues to drive value for our customers.”
“"This included completing substantial energy infrastructure investments, securing important regulatory project approvals and maintaining a strong balance sheet to efficiently fund investment in the f…”
“Ameren expects diluted earnings per share to grow at an 8% to 10% compound annual rate from 2027 through 2031, using the 2027 guidance range midpoint of $5.80 per share as the base.”
“Ameren expects EPS to grow at a 6% to 8% compound annual rate from 2026 through 2030, using the 2026 guidance range midpoint of $5.35 per share as the base.”
“Ameren expects diluted earnings per share to grow at a 6% to 8% compound annual rate from 2025 through 2029, using the 2025 Page 2 of 6 guidance range midpoint of $4.95 per share as the base.”
“Further, Ameren expects 2027 diluted earnings per share to be in a range of $5.70 to $5.90 per share, representing 8.4% growth from the original 2026 guidance midpoint.”
“Earnings Guidance Today, Ameren reaffirmed its 2026 earnings guidance range of $5.25 to $5.45 per share.”
“31, 2025 2024 2025 2024 GAAP Earnings / EPS $ 252 $ 0.92 $ 207 $ 0.77 $ 1,456 $ 5.35 $ 1,182 $ 4.42 Charge for additional mitigation relief related to Rush Island Energy Center $ — $ — $ — $ — $ — $…”
“31, 2024 2023 2024 2023 GAAP Earnings / Diluted EPS $ 207 $ 0.77 $ 158 $ 0.60 $ 1,182 $ 4.42 $ 1,152 $ 4.38 Charge for additional mitigation relief related to Rush Island Energy Center $ — $ — $ — $…”
“This, along with our relentless focus on disciplined cost management, will continue to deliver superior value for our customers, the communities we serve, our shareholders and the environment," Lyons…”