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/AEE
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Ameren Corp

Ameren Corp

AEE
$111.55USD↓-1.37%-1.55 today

MARKET CAP

30.9B

P/E (TTM)

21.6x

FWD P/E

20.3x

DAY RANGE

$111 – $115

52W RANGE

$96
$118

AI Summary

Stalk
Sell NowHigh

AEE is exhibiting clear Stage 3 distribution with a confirmed support failure beneath the short EMA cluster, reinforcing a bearish medium-term outlook. Short-term price is trading below declining EMAs with increasing down-volume and RSI rolling lower, making now a favorable window to sell into any minor rally toward resistance. Long-term uptrend remains intact above the 200 DMA, but the high transition risk into a Stage 4 decline favors tactical bearish execution. Sell now, targeting rejections at the 9/21 EMA zone and continuation of the breakdown.

  • ↑Q1 2026 EPS of $1.28 up 19.6% YoY, driven by $1.5B grid investments boosting reliability
  • ↑2.62% dividend yield with 12 straight annual raises, reflecting strong cash flow
  • ↓Q1 electric sales hit by warmer winter, underscoring weather-driven volatility
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Ameren Corporation (NYSE: AEE) is a leading public utility holding company focused on providing electric and natural gas services to 2.5 million customers across Missouri and Illinois. The company aims to modernize energy infrastructure while supporting regulatory frameworks and optimizing operations for sustainable economic growth. With ongoing investments in reliability and innovative energy solutions, Ameren is positioned well to capitalize on increasing demand, particularly from data center developments.

Bull says

  • ↑Q1 2026 EPS of $1.28 up 19.6% YoY, driven by $1.5B grid investments boosting reliability
  • ↑2.62% dividend yield with 12 straight annual raises, reflecting strong cash flow
  • ↑Secured 2.2 GW of data center build agreements, supporting future energy sales growth
  • ↑2026 EPS guidance of $5.25–$5.45 (6–8% CAGR through 2029) signals steady profit ramp
  • ↑Illinois regulatory reforms easing rate approvals, improving revenue stability
  • ↑Strong leverage and low volatility factors enhance risk-adjusted return potential

Bear says

  • ↓Q1 electric sales hit by warmer winter, underscoring weather-driven volatility
  • ↓Stock trades at $113 vs. $102 GF value, PEG 2.3 hinting overvaluation
  • ↓Negative earnings revisions and profitability headwinds weigh on consensus estimates
  • ↓Planned $4 B equity issue and rising rates may elevate financing costs
  • ↓$70 B decade infrastructure plan faces regulatory approval delays risk
  • ↓Negative growth and profitability factors signal potential stagnation

Investment themes with AEE

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-09-2026bullish

Transcript signals

Bull points

  • Yesterday, we reported first quarter 2026 earnings of $1.28 per share, compared to earnings of $1.07 per share for the first quarter of 2025.
  • We remain confident in our 2026 earnings per share guidance range of $5.25 to $5.45.
  • We're making strong progress towards our strategic objectives in 2026, which we expect will continue to drive consistent superior value for all our stakeholders.

Bear points

  • Ameren Missouri's first quarter electric retail sales in 2026 were negatively impacted by warmer than normal winter temperatures in the current period compared to the colder than normal winter temperatures in the first quarter of 2025.
Read full transcript analysis ›