Ameren (AEE)
NYSEUtilitiesUtilities - Regulated ElectricSnapshot 2026-07-07
$114.41+1.26%
Close 2026-07-07 · 1-day change
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Track AEE free→Warn: Management is running behind on a stated commitment.
Ameren steadily grows earnings with 7% revenue growth expected. Profit per share is guided to about $5.35 in 2026. The company actively funds infrastructure with debt issuance. Management has a clear plan and stable execution.
Profit growth may slow if energy demand weakens or costs rise. Debt levels could pressure cash flow. Leadership changes add some uncertainty.
The price is about 10% above our fair value near $104, reflecting roughly 7% revenue growth. Our fair value is below the Street median, so the market prices in moderate growth but not overly optimistic.
Breaks if: Debt issuance falls significantly below $400 million in 2026
Ameren has issued debt to support its capital allocation strategy, including infrastructure investments.
Standing thesis, reviewed periodically — not a price target or 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.
Stated in 2 of last 2 quarters. Ameren issued $400 million in Senior Notes in 2026-Q1 and $450 million in bonds in 2025-Q4 to support capital allocation. This aligns with their strategy to fund infrastructure investments. The trajectory shows active capital allocation efforts.
“Ameren sold $400 million principal amount of its 5.00% Senior Notes due 2036.”
“Ameren Missouri sold $450 million principal amount of its 4.80% First Mortgage Bonds due 2036.”
Breaks if: EPS falls below $5.25 in FY26
Ameren has consistently reaffirmed its 2026 earnings guidance range of $5.25 to $5.45 per share.
Stated in 3 of last 3 quarters. Ameren has consistently reaffirmed its 2026 earnings guidance range of $5.25 to $5.45 per share. The financials show a net income of $358 million in 2026-Q1, indicating progress towards this target. The trajectory is delivering as expected.
“Ameren reaffirmed its 2026 earnings guidance range of $5.25 to $5.45 per share.”
“Earnings Guidance Range for 2026 Affirmed at $5.25 to $5.45 per Diluted Share.”
“2026 Diluted EPS Guidance Range Established at $5.25 to $5.45.”
Breaks if: Significant leadership disruption or strategy shift in 2026
Ameren has undergone leadership transitions, including board elections and executive changes.