Ameren Releases 2024 Fiscal Year Earnings Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy AEE?
Source: seekingalpha
- Q4 Performance: Ameren reported a Q4 non-GAAP EPS of $0.78, with revenue of $1.78 billion reflecting an 8.2% year-over-year decline, indicating resilience amid market fluctuations.
- Future Earnings Outlook: The company anticipates a GAAP EPS of $5.35 for 2025, a significant increase from $4.42 in 2024, showcasing ongoing improvements in profitability.
- Adjusted Earnings Forecast: The projected adjusted (non-GAAP) EPS for 2025 is $5.03, up from $4.63 in 2024, highlighting successful cost control and operational efficiency initiatives.
- Long-Term Growth Guidance: Ameren affirmed its 2026 EPS guidance range of $5.25 to $5.45 and issued a compound annual growth rate guidance of 6% to 8% from 2026 to 2030, reflecting strong confidence in future growth prospects.
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Analyst Views on AEE
Wall Street analysts forecast AEE stock price to rise
8 Analyst Rating
3 Buy
5 Hold
0 Sell
Moderate Buy
Current: 109.340
Low
104.00
Averages
110.43
High
116.00
Current: 109.340
Low
104.00
Averages
110.43
High
116.00
About AEE
Ameren Corporation is a public utility holding company. The Company operates through four segments: Ameren Missouri, Ameren Illinois Electric Distribution, Ameren Illinois Natural Gas, and Ameren Transmission. The Ameren Missouri segment includes all of the operations of Ameren Missouri. Ameren Missouri operates a rate-regulated electric generation, transmission, and distribution business and a rate-regulated natural gas distribution business in Missouri. The Ameren Illinois Electric Distribution segment consists of the electric distribution business of Ameren Illinois. The Ameren Illinois Natural Gas segment consists of the natural gas business of Ameren Illinois. The Ameren Transmission segment primarily consists of the aggregated electric transmission businesses of Ameren Illinois and Ameren Transmission Company of Illinois (ATXI). The Company owns an integrated transmission system that is composed of the transmission assets of Ameren Missouri, Ameren Illinois and ATXI.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ameren Corporation Q4 2025 Earnings Call Highlights
- Significant Earnings Growth: Ameren reported adjusted earnings of $5.03 per share for 2025, reflecting an 8.6% increase from $4.63 in 2024, indicating a strong upward trend in profitability, with 2026 EPS guidance set between $5.25 and $5.45, reinforcing investor confidence.
- Increased Infrastructure Investment: The company invested over $4 billion in electric, natural gas, and transmission infrastructure in 2025, with a planned $3.6 billion capital investment from 2026 to 2030, expected to create approximately 3,700 jobs, demonstrating a strong commitment to future economic development.
- Power Service Agreements Signed: Ameren signed 2.2 gigawatts of large load electric service agreements in Missouri, which not only provides upside potential for future sales and earnings forecasts but also highlights the company's proactive role in supporting economic development.
- Consecutive Dividend Growth: The Board approved a 5.6% increase in dividends, setting an annualized rate of $3 per share, marking the 13th consecutive year of dividend growth, which enhances shareholder return expectations.
See More
Ameren Reports Strong Q4 Earnings, Stock Hits All-Time High
- Earnings Beat: Ameren reported Q4 adjusted earnings of $0.78 per share, slightly above the $0.77 consensus estimate, despite an 8% year-over-year revenue decline to $1.78 billion, which still surpassed the $1.67 billion forecast, indicating resilience in challenging conditions.
- Project Approval: The company received approval from the Missouri Public Service Commission to construct an 800 MW natural gas plant and a large-scale battery storage facility, expected to be operational by 2028, enhancing its competitive position in the renewable energy sector.
- Battery Storage Initiative: Ameren plans to add 1,000 MW of battery storage capacity in Missouri by 2030 and aims for a total of 1,800 MW across multiple sites by 2042, which is intended to improve grid reliability and flexibility.
- Long-term Guidance: Ameren reaffirmed its FY 2026 earnings guidance of $5.25 to $5.45 per share, aligning with the market consensus of $5.36, reflecting the company's confidence in future growth and stable profitability.
See More
Smart Energy Plan Enhances Storm Recovery and Reliability
- Significant Customer Benefits: Through upgrades under the Smart Energy Plan, Ameren Missouri successfully prevented 160,000 customer outages in 2025, significantly enhancing customer reliability and ensuring normal operations for families and businesses during extreme weather events.
- Infrastructure Upgrades: The plan enables Ameren Missouri to upgrade aging grid infrastructure, including poles, wires, and substations, thereby enhancing resilience against extreme weather and speeding up restoration times after outages.
- Economic Growth Driver: In 2025, 35 businesses announced plans to move or expand within the service territory, resulting in over $1.5 billion in planned capital investment and creating more than 2,200 new jobs, highlighting the importance of reliable infrastructure for business development.
- Rate Advantage: Ameren Missouri maintains some of the lowest electric rates in the nation, approximately 27% below Midwest and national averages, which not only attracts new businesses but also provides greater economic value for existing customers.
See More
Ameren Missouri Approved for Hybrid Energy Center Construction
- Project Approval: Ameren Missouri has received approval from the Missouri Public Service Commission to construct an 800-megawatt natural gas energy center and a large-scale battery storage facility, expected to be operational by 2028, aimed at enhancing energy reliability for all customers across the state.
- Battery Storage Innovation: The project will feature a 400-megawatt lithium-ion battery storage system capable of responding instantly to customer needs, expected to power thousands of homes for hours during peak demand, thereby strengthening overall grid reliability.
- Flexibility and Resilience: By combining fast-starting natural gas generation with battery storage, the Big Hollow Energy Center will ensure reliable service for homes and businesses in Missouri, particularly during peak demand periods and changing system conditions.
- Long-term Strategic Goals: Ameren plans to add 1,000 megawatts of battery storage by 2030 and a total of 1,800 megawatts by 2042, demonstrating the company's ongoing investment and commitment to renewable energy and storage solutions.
See More
Missouri's First Integrated Natural Gas and Battery Storage Facility Launched
- Project Approval: Ameren Missouri received approval from the Missouri Public Service Commission to construct an 800 MW natural gas plant and a 400 MW lithium-ion battery storage facility, expected to be operational by 2028, significantly enhancing statewide energy reliability.
- Rapid Response Capability: The new facility will provide rapid-response backup power during peak demand periods, ensuring electricity supply during extreme weather conditions, thereby strengthening the company's competitive position in the energy market.
- Flexibility and Resilience: By integrating natural gas generation with battery storage, the Big Hollow Energy Center will deliver reliable service to homes and businesses across Missouri, addressing the growing energy demand and optimizing grid stability.
- Long-term Development Strategy: Ameren Missouri plans to add 1,000 MW of battery storage by 2030 and reach 1,800 MW by 2042, demonstrating the company's strategic investment in renewable energy and storage, promoting sustainable development.
See More
Ameren Releases 2024 Fiscal Year Earnings Guidance
- Q4 Performance: Ameren reported a Q4 non-GAAP EPS of $0.78, with revenue of $1.78 billion reflecting an 8.2% year-over-year decline, indicating resilience amid market fluctuations.
- Future Earnings Outlook: The company anticipates a GAAP EPS of $5.35 for 2025, a significant increase from $4.42 in 2024, showcasing ongoing improvements in profitability.
- Adjusted Earnings Forecast: The projected adjusted (non-GAAP) EPS for 2025 is $5.03, up from $4.63 in 2024, highlighting successful cost control and operational efficiency initiatives.
- Long-Term Growth Guidance: Ameren affirmed its 2026 EPS guidance range of $5.25 to $5.45 and issued a compound annual growth rate guidance of 6% to 8% from 2026 to 2030, reflecting strong confidence in future growth prospects.
See More
Ameren Corporation Q4 2025 Earnings Call Highlights
- Significant Earnings Growth: Ameren reported adjusted earnings of $5.03 per share for 2025, reflecting an 8.6% increase from $4.63 in 2024, indicating a strong upward trend in profitability, with 2026 EPS guidance set between $5.25 and $5.45, reinforcing investor confidence.
- Increased Infrastructure Investment: The company invested over $4 billion in electric, natural gas, and transmission infrastructure in 2025, with a planned $3.6 billion capital investment from 2026 to 2030, expected to create approximately 3,700 jobs, demonstrating a strong commitment to future economic development.
- Power Service Agreements Signed: Ameren signed 2.2 gigawatts of large load electric service agreements in Missouri, which not only provides upside potential for future sales and earnings forecasts but also highlights the company's proactive role in supporting economic development.
- Consecutive Dividend Growth: The Board approved a 5.6% increase in dividends, setting an annualized rate of $3 per share, marking the 13th consecutive year of dividend growth, which enhances shareholder return expectations.
See More
Ameren Reports Strong Q4 Earnings, Stock Hits All-Time High
- Earnings Beat: Ameren reported Q4 adjusted earnings of $0.78 per share, slightly above the $0.77 consensus estimate, despite an 8% year-over-year revenue decline to $1.78 billion, which still surpassed the $1.67 billion forecast, indicating resilience in challenging conditions.
- Project Approval: The company received approval from the Missouri Public Service Commission to construct an 800 MW natural gas plant and a large-scale battery storage facility, expected to be operational by 2028, enhancing its competitive position in the renewable energy sector.
- Battery Storage Initiative: Ameren plans to add 1,000 MW of battery storage capacity in Missouri by 2030 and aims for a total of 1,800 MW across multiple sites by 2042, which is intended to improve grid reliability and flexibility.
- Long-term Guidance: Ameren reaffirmed its FY 2026 earnings guidance of $5.25 to $5.45 per share, aligning with the market consensus of $5.36, reflecting the company's confidence in future growth and stable profitability.
See More
Smart Energy Plan Enhances Storm Recovery and Reliability
- Significant Customer Benefits: Through upgrades under the Smart Energy Plan, Ameren Missouri successfully prevented 160,000 customer outages in 2025, significantly enhancing customer reliability and ensuring normal operations for families and businesses during extreme weather events.
- Infrastructure Upgrades: The plan enables Ameren Missouri to upgrade aging grid infrastructure, including poles, wires, and substations, thereby enhancing resilience against extreme weather and speeding up restoration times after outages.
- Economic Growth Driver: In 2025, 35 businesses announced plans to move or expand within the service territory, resulting in over $1.5 billion in planned capital investment and creating more than 2,200 new jobs, highlighting the importance of reliable infrastructure for business development.
- Rate Advantage: Ameren Missouri maintains some of the lowest electric rates in the nation, approximately 27% below Midwest and national averages, which not only attracts new businesses but also provides greater economic value for existing customers.
See More
Ameren Missouri Approved for Hybrid Energy Center Construction
- Project Approval: Ameren Missouri has received approval from the Missouri Public Service Commission to construct an 800-megawatt natural gas energy center and a large-scale battery storage facility, expected to be operational by 2028, aimed at enhancing energy reliability for all customers across the state.
- Battery Storage Innovation: The project will feature a 400-megawatt lithium-ion battery storage system capable of responding instantly to customer needs, expected to power thousands of homes for hours during peak demand, thereby strengthening overall grid reliability.
- Flexibility and Resilience: By combining fast-starting natural gas generation with battery storage, the Big Hollow Energy Center will ensure reliable service for homes and businesses in Missouri, particularly during peak demand periods and changing system conditions.
- Long-term Strategic Goals: Ameren plans to add 1,000 megawatts of battery storage by 2030 and a total of 1,800 megawatts by 2042, demonstrating the company's ongoing investment and commitment to renewable energy and storage solutions.
See More
Missouri's First Integrated Natural Gas and Battery Storage Facility Launched
- Project Approval: Ameren Missouri received approval from the Missouri Public Service Commission to construct an 800 MW natural gas plant and a 400 MW lithium-ion battery storage facility, expected to be operational by 2028, significantly enhancing statewide energy reliability.
- Rapid Response Capability: The new facility will provide rapid-response backup power during peak demand periods, ensuring electricity supply during extreme weather conditions, thereby strengthening the company's competitive position in the energy market.
- Flexibility and Resilience: By integrating natural gas generation with battery storage, the Big Hollow Energy Center will deliver reliable service to homes and businesses across Missouri, addressing the growing energy demand and optimizing grid stability.
- Long-term Development Strategy: Ameren Missouri plans to add 1,000 MW of battery storage by 2030 and reach 1,800 MW by 2042, demonstrating the company's strategic investment in renewable energy and storage, promoting sustainable development.
See More
Ameren Releases 2024 Fiscal Year Earnings Guidance
- Q4 Performance: Ameren reported a Q4 non-GAAP EPS of $0.78, with revenue of $1.78 billion reflecting an 8.2% year-over-year decline, indicating resilience amid market fluctuations.
- Future Earnings Outlook: The company anticipates a GAAP EPS of $5.35 for 2025, a significant increase from $4.42 in 2024, showcasing ongoing improvements in profitability.
- Adjusted Earnings Forecast: The projected adjusted (non-GAAP) EPS for 2025 is $5.03, up from $4.63 in 2024, highlighting successful cost control and operational efficiency initiatives.
- Long-Term Growth Guidance: Ameren affirmed its 2026 EPS guidance range of $5.25 to $5.45 and issued a compound annual growth rate guidance of 6% to 8% from 2026 to 2030, reflecting strong confidence in future growth prospects.
See More
