Ameren (AEE) Stock Movement Summary Ameren reported Q4 2025 earnings of 78 cents per share, exceeding expectations, though revenues declined 8.2% year-over-year to $1.78 billion. The company affirmed 2026 EPS guidance of $5.25-$5.45 and announced 6%-8% projected EPS growth through 2030. The company increased its dividend to $0.75, up 5.6% from the prior year's $0.71. Ameren signed 2.2 gigawatts of large load electric service agreements in Missouri, reflecting data center demand growth. However, the broader utilities sector experienced a selloff, which pulled Ameren lower despite its post-earnings rally. BMO Capital Markets raised its price target to $120.00, while six analysts provided an average 12-month price target of $112.33. The sector decline offset positive company-specific earnings results.
Read full analysisAmeren (AEE) Stock Movement Summary Ameren reported Q4 2025 earnings of 78 cents per share, exceeding expectations, though revenues declined 8.2% year-over-year to $1.78 billion. The company affirmed 2026 EPS guidance of $5.25-$5.45 and announced 6%-8% projected EPS growth through 2030. The company increased its dividend to $0.75, up 5.6% from the prior year's $0.71. Ameren signed 2.2 gigawatts of large load electric service agreements in Missouri, reflecting data center demand growth. However, the broader utilities sector experienced a selloff, which pulled Ameren lower despite its post-earnings rally. BMO Capital Markets raised its price target to $120.00, while six analysts provided an average 12-month price target of $112.33. The sector decline offset positive company-specific earnings results.
Ameren is a regulated electric and natural gas utility serving customers in Missouri and Illinois. The company is executing a $31.8 billion infrastructure investment plan through 2030, including grid modernization and its first hybrid gas-battery power plant, and recently signed 2.2 gigawatts of large-load electric service agreements in Missouri tied to data center demand. As a pure-play regulated utility, the stock is particularly sensitive to sector rotation days like today when investors shift capital toward growth sectors.