Overview
Ameren Q3 2025 revenue beats analyst expectations, adjusted EPS also exceeds estimates
Company raises 2025 EPS guidance range, indicating confidence in future performance
Adjusted earnings driven by infrastructure investments and new electric service rates
Outlook
Ameren raises 2025 GAAP EPS guidance to $5.08-$5.28
Ameren raises 2025 adjusted EPS guidance to $4.90-$5.10
Ameren sets 2026 EPS guidance at $5.25-$5.45
Result Drivers
INFRASTRUCTURE INVESTMENTS - Increased investments contributed to higher adjusted earnings in Q3 2025
NEW ELECTRIC RATES - New Ameren Missouri electric service rates effective June 2025 boosted earnings
WARMER WEATHER - Higher retail sales in Missouri driven by warmer July weather supported earnings
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $2.70 bln | $2.48 bln (6 Analysts) |
Q3 Adjusted EPS | Beat | $2.17 | $2.11 (10 Analysts) |
Q3 EPS | $2.35 | ||
Q3 Adjusted Net Income | Beat | $592 mln | $575.99 mln (4 Analysts) |
Q3 Net Income | $641 mln | ||
Q3 Operating Income | -$48 mln | ||
Q3 Pretax Profit | $693 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the multiline utilities peer group is "buy"
Wall Street's median 12-month price target for Ameren Corp is $111.50, about 8.6% above its November 4 closing price of $101.91
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 20 three months ago
Press Release: ID:nPn7n4B38a
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)