Exploring Ameren's Earnings Expectations
Benzinga Insights 8 months ago
Earnings
Ameren (NYSE:AEE) is set to give its latest quarterly earnings report on Wednesday, 2026-02-11. Here's what investors need to know before the announcement.
Analysts estimate that Ameren will report an earnings per share (EPS) of $0.75.
The market awaits Ameren's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.
It's important for new investors to understand that guidance can be a significant driver of stock prices.
Historical Earnings Performance
The company's EPS beat by $0.06 in the last quarter, leading to a 0.72% increase in the share price on the following day.
Here's a look at Ameren's past performance and the resulting price change:
| Quarter | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|
| EPS Estimate | 2.11 | 1.00 | 1.06 | 0.80 |
| EPS Actual | 2.17 | 1.01 | 1.07 | 0.77 |
| Price Change % | 1.00 | 1.00 | 1.00 | 0.00 |
Market Performance of Ameren's Stock
Shares of Ameren were trading at $104.26 as of February 09. Over the last 52-week period, shares are up 7.34%. Given that these returns are generally positive, long-term shareholders should be satisfied going into this earnings release.
Analysts' Take on Ameren
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Ameren.
With 4 analyst ratings, Ameren has a consensus rating of Neutral. The average one-year price target is $110.25, indicating a potential 5.75% upside.
Peer Ratings Overview
In this analysis, we delve into the analyst ratings and average 1-year price targets of DTE Energy, CenterPoint Energy and CMS Energy, three key industry players, offering insights into their relative performance expectations and market positioning.
- Analysts currently favor an Buy trajectory for DTE Energy, with an average 1-year price target of $147.44, suggesting a potential 41.42% upside.
- Analysts currently favor an Outperform trajectory for CenterPoint Energy, with an average 1-year price target of $42.0, suggesting a potential 59.72% downside.
- Analysts currently favor an Neutral trajectory for CMS Energy, with an average 1-year price target of $77.7, suggesting a potential 25.47% downside.
Peer Analysis Summary
The peer analysis summary outlines pivotal metrics for DTE Energy, CenterPoint Energy and CMS Energy, demonstrating their respective standings within the industry and offering valuable insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| Ameren | Neutral | 24.21% | $1.40B | 5.10% |
| DTE Energy | Buy | 21.37% | $1.27B | 3.50% |
| CenterPoint Energy | Outperform | 7.11% | $1.03B | 2.66% |
| CMS Energy | Neutral | 10.49% | $876M | 3.26% |
Key Takeaway:
Ameren ranks first in revenue growth among its peers. It also leads in gross profit margin. However, it ranks second in return on equity.
Discovering Ameren: A Closer Look
Ameren owns rate-regulated generation, transmission, and distribution networks that deliver electricity and natural gas through the company's two main subsidiaries, Ameren Missouri and Ameren Illinois. It serves 2.5 million electricity customers and 800,000 natural gas customers across its two service territories.
Financial Insights: Ameren
Market Capitalization Analysis: The company's market capitalization surpasses industry averages, showcasing a dominant size relative to peers and suggesting a strong market position.
Revenue Growth: Ameren's remarkable performance in 3 months is evident. As of 30 September, 2025, the company achieved an impressive revenue growth rate of 24.21%. This signifies a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Utilities sector.
Net Margin: Ameren's net margin is impressive, surpassing industry averages. With a net margin of 23.71%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): Ameren's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 5.1% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): Ameren's ROA excels beyond industry benchmarks, reaching 1.36%. This signifies efficient management of assets and strong financial health.
Debt Management: Ameren's debt-to-equity ratio is below the industry average at 1.57, reflecting a lower dependency on debt financing and a more conservative financial approach.
To track all earnings releases for Ameren visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.