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AEAEE

Ameren Corporation

$AEE·$31B·Regulated Electric·Utilities
$112.95-0.4%YTD+13.2%1Y+17.0%
Mentions · last 7 days
2026-07-08: 22 posts2026-07-09: 41 posts2026-07-10: 47 posts2026-07-11: 19 posts2026-07-12: 36 posts2026-07-13: 38 posts2026-07-14: 9 posts212+25%
Price updated 12h ago·X counts updated 12h ago
AEAEE
$AEEAmeren Corporation
$112.95-0.42%212 posts+25%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $AEE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-15

The move is getting stronger, with heavier trading behind it.

Ameren is a $31B regulated utility beat-cadence compounder — the $343M Missouri rate case just filed and 7/30 Q2 print are the substance, and the X 'AEE' chatter is about Aura Energy, not this one.

Ameren is a $31B Missouri/Illinois regulated utility trading like the data-center power thesis has been priced in. Shares at $112.95, up 13.2% YTD and 17% over twelve months, sitting 0.77 through the 52-week range and 6% above the 200-day.

  • Q1 delivered $2.18B revenue (+3.8% yoy), 24% op margin, EPS $1.29 — an 8.5% beat vs $1.18 consensus. Four-quarter EPS surprises: +8.5%, +1.2%, +2.8%, +2.3% — a real beat streak. FY26 consensus is $9.2B revenue and $5.38 EPS growing to $9.71B/$5.81 in 2027.
  • 6/26 8-K: Union Electric Company (Ameren Missouri subsidiary) filed a rate case with the Missouri PSC seeking a $343M increase in annual electric service revenues on a $16.7B rate base with 10.25% requested ROE. Decision expected by May 2027; utility rate cases typically result in partial awards, but this quantifies the growth path.
  • 6/29 8-K: $500M 5.75% First Mortgage Bonds due 2056 — long-duration utility debt financing that locks in 30-year capital at rate-base cost.
  • Insider tape is quiet: 7/6 A-Awards (Arora 716, Smith 280, Melda 2,520 shares) — annual grants, no signal.
  • Structural: high float (275M), beta 0.48 (defensive), volume 0.85x 30-day norm, position 0.77 in 52w range. Steady accumulation into strength.
  • The 7/3 Zacks upgrade to Buy + 7/13 low-beta defensive stocks framing is the market catching up.
  • X sentiment sample is entirely about Aura Energy (Swedish uranium mining company, listed as AER) — cashtag collision. There is no Ameren-specific X sentiment here.

Next dated read is Q2 on 7/30 with consensus EPS $1.04. Beat + updated FY guide + any color on the Missouri rate case timing + data-center-linked capacity contracts is what earns the next leg.

What to watch: Q2 print 7/30: EPS vs $1.04, updated FY guide, Missouri rate-case timeline commentary, and any hyperscaler PPA / capacity contract. Watch the Missouri PSC decision (May 2027) as the multi-quarter arc.

On the calendar: 2026-07-30 — Q2 2026 earnings (consensus EPS $1.04)

x sentiment mismatch

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment5 posts analyzed · as of 2026-06-24

Sweden's parliamentary moves to streamline uranium mining regulation are framed as a positive catalyst for Aura Energy, with bulls calling for a return above $200m cap. Sentiment is divided, however, as some holders question persistent weakness and possible ETF removal, while others view washed-out prices near $0.097 as a contrarian re-entry point.

Read the AI verdict + X sentiment for $AEE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Regulated electric and gas utility serving Missouri and Illinois with growing renewable energy and transmission investment.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Electric sits in its cycle right now — and what that implies for $AEE.

Regulated Electric · Utilities

No material change from last week — Dominion Virginia (D) is the primary data center utility, and nuclear power re-rating (CEG, Oklo's DOE clearance milestone this week) continues as the..

What this means for $AEE

Partial — Regulated electric and gas utility serving Missouri and Illinois with growing renewable energy and transmission investment; the data center load growth and nuclear PPA re-rating of rate base is a secondary rather than primary near-term earnings catalyst.

Industry benchmark

23-name peer basket
+427.6%YTD
+7.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
19.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
24.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
51.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$1.28$1.18+8.5%
Q4 2025Feb 11, 2026$0.78$0.77+1.2%
Q3 2025Nov 5, 2025$2.17$2.11+2.8%
Q2 2025Jul 31, 2025$1.01$0.99+2.3%
Next earningsThu, Jul 30·consensus EPS $1.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.2B+3.8%100%24.4%$1.29$-1.2B
Q4 FY25$1.8B-8.2%27.9%20.2%$0.93$-80.0M
Q3 FY25$2.7B+24.2%36.6%30.6%$2.37$135.0M
Q2 FY25$2.2B+31.2%41.8%18.5%$1.02$-205.0M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.2B$8.9B – $9.6B$5.38$5.35 – $5.418
FY27$9.7B$9.4B – $10.0B$5.81$5.69 – $5.908
FY28$10.3B$10.3B – $10.4B$6.31$6.25 – $6.3910
FY29$10.8B$10.4B – $11.3B$6.82$6.45 – $7.175
FY30$11.4B$10.9B – $11.9B$7.39$6.99 – $7.775

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.77%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+5.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 275.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.485-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 14Theresa A ShawSVP and CATO325 sh$35KSellMay 12Theresa A ShawSVP and CATO1.5K sh$164KSellMay 1Michael L MoehnPresident6.5K sh$739KSellMar 4Ryan J MartinSVP Finance1.3K sh$147KSellMar 3Shawn E SchukarPresident5.0K sh$556KSellMar 3Martin J LyonsCEO26.8K sh$3.0MSellMar 3Mark C LindgrenEVP & Chief HR Officer of Sub2.1K sh$232KSellFeb 17Gwendolyn G MizellSVP & CSO of Subsidiary3.5K sh$393KSellFeb 17Rafael FloresDirector1.6K sh$178KSellFeb 17Ajay K AroraSVP of Subsidiary3.0K sh$334K
1–10 of 12
+ 28 other (16 awards · 11 inkinds · 1 gift) in window

See when $AEE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 33
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of AEE securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at AEE.

8-KShareholder voteMay 188-K — Item 5.07: Shareholder vote
AI summary

Ameren Corporation (AEE), along with co-registrants Union Electric Company (Ameren Missouri) and Ameren Illinois Company, filed an 8-K reporting results from their respective 2026 Annual Meetings held on May 14, 2026. The available 4KB excerpt contains primarily XBRL co-registrant metadata and the standard form header; actual vote counts and proposal results are beyond the excerpt boundary. This is a routine annual meeting governance filing for this large Midwest regulated electric and natural gas utility holding company.

S-3ASRAuto-shelf registrationMay 15S-3ASR
AI summary

AEE filed a S-3ASR (automatic shelf) shelf registration statement dated 2026-05-15. The shelf provides capacity to issue equity or debt as market conditions allow. No immediate capital raise is triggered; watch for prospectus supplements disclosing actual transactions.

3New insider — initial holdingsMar 23
8-KOfficer or director changeFeb 98-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 18 other (6 13Gs · 4 routine 8-Ks · 2 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

4 Low-Beta Defensive Stocks to Buy as Geopolitical Tensions Escalatezacks.com·2d agoAmeren Corporation Second Quarter 2026 Earnings Webcast set for July 31, 2026prnewswire.com·6d agoUS power companies scramble to secure equipment as surging data center demand strains suppliesreuters.com·6d agoWill Ameren (AEE) Beat Estimates Again in Its Next Earnings Report?zacks.com·12d agoAmeren (AEE) Upgraded to Buy: Here's Whyzacks.com·12d ago

In themes

Explore the broader themes this ticker is being talked about under.

Nuclear RenaissanceThe Power Grid

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Voices on X · last 7 days

No standout posts about $AEE on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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