Overview
Utility company's Q4 revenue beat analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company affirms 2026 earnings guidance and issues long-term growth guidance
Outlook
Ameren affirms 2026 EPS guidance range of $5.25 to $5.45 per share
Company projects 6% to 8% EPS CAGR from 2026 through 2030
Ameren expects $31.8 bln infrastructure investments to drive rate base growth
Result Drivers
INFRASTRUCTURE INVESTMENTS - Increased earnings from infrastructure investments contributed to higher 2025 earnings
NEW ELECTRIC RATES - New electric service rates effective June 1, 2025, supported earnings growth
HIGHER RETAIL SALES - Favorable weather conditions led to higher electric retail sales at Ameren Missouri
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $1.78 bln | $1.67 bln (6 Analysts) |
Q4 Adjusted EPS | Beat | $0.78 | $0.77 (11 Analysts) |
Q4 EPS | $0.92 | ||
Q4 Adjusted Net Income | Slight Beat* | $214 mln | $213.58 mln (5 Analysts) |
Q4 Net Income | $253 mln | ||
Q4 Operating Income | $360 mln | ||
Q4 Pretax Profit | $244 mln |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 9 "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 $111.00, about 4.9% above its February 10 closing price of $105.78
The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 19 three months ago
Press Release: ID:nPn7m5K4Ca
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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.)