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AEAEE

Ameren Corporation

$AEE·$28B·Regulated Electric·Utilities
$103.76-0.8%YTD+4.0%1Y-1.5%
Price updated 9h ago·X counts updated 4d ago
AEAEE
$AEEAmeren Corporation
$103.76-0.78%38 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $AEE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

38X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AEE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentimentAI analysisGenerated by AI from underlying data5 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 what X is saying about $AEE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AEE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

Ameren at 15% of the 52-week range with a $2.27B ATM equity program active — the regulated-utility capex cycle is funded by dilution.

Ameren is in the awkward funding middle of a Midwest utility capex ramp — the September 18 $900M junior-subordinated notes issuance plus the August 4 $2.27B at-the-market equity program together confirm management is funding the next five years of growth by issuing both debt and equity.

  • Four quarterly EPS beats of 1-8% and revenue growth 2-4% YoY — the operating business is predictable and growing, but at a pace that doesn't by itself justify the capital-raise cadence.
  • The Ameren Missouri 2026 Integrated Resource Plan filed September 28 projects 2.9-3.9% annual demand growth (driven heavily by data-center load) through 2050 — the capex opportunity is real and material, but equity dilution is the funding reality.
  • At $99.94 and 15% of the 52-week range, the forward multiple on 2026 EPS of $5.39 is 18.5x, consistent with a regulated utility — the 10-year Treasury trajectory and the pace of ATM utilization are the two swing variables.

The November 4 Q3 earnings and the full-year 2026 EPS reaffirmation is the near-term catalyst; the structural question is whether the next 24 months of ATM issuance happens with the stock at $100 or $115, which determines dilution impact on long-term EPS.

Differs from X sentimentThe captured X cashtag refers to Aura Energy (uranium mining), not Ameren Corporation — the TickerTalks read discards it as a mismatched asset and bases the view strictly on the US regulated-utility fundamentals and capital-raise cadence.

What to watch: November 4 Q3 earnings and full-year EPS guidance; Ameren Missouri Integrated Resource Plan regulatory approval timeline; ATM equity program utilization and incremental issuance announcements.

On the calendar: Q3 earnings scheduled 2026-11-04

sentiment mismatched asset

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

AI data-center load growth is re-rating regulated electric utility earnings power — utilities with exposure to hyperscaler cluster siting (Dominion Virginia, AEP Texas, Duke Southeast) are securing direct long-term power purchase agreements at premium rates. Renewable capacity additions (solar, wind) compress fuel costs while stranded-cost recovery of coal retirements is the regulatory negotiation variable.

What this means for $AEE

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

Industry benchmark

26-name peer basket
-3.8%YTD
-6.4%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
Q2 2026Jul 30, 2026$1.13$1.08+4.6%
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%
Next earningsThu, Nov 5·consensus EPS $2.31

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 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.0B$8.8B – $9.4B$5.39$5.37 – $5.419
FY27$9.6B$9.4B – $10.1B$5.80$5.71 – $5.879
FY28$10.3B$9.4B – $11.1B$6.31$6.25 – $6.3911
FY29$10.9B$10.2B – $11.6B$6.83$6.30 – $7.385
FY30$11.6B$10.9B – $12.3B$7.47$6.89 – $8.075

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.0.7×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.33%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.-0.8%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.-3.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 275.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% 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.β0.455-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

SellSep 11Rafael FloresDirector248 sh$26KSellAug 20Ryan J MartinSVP Finance500 sh$55KSellAug 18Ryan J MartinSVP Finance471 sh$52KSellAug 14Theresa A ShawSVP and CATO325 sh$35KSellAug 3Michael L MoehnPresident6.5K sh$708KSellMay 14Theresa A ShawSVP and CATO325 sh$35KSellMay 12Theresa A ShawSVP and CATO1.5K sh$164KSellMay 1Michael L MoehnPresident6.5K sh$739K
+ 3 other (3 awards) 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
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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

424B5Prospectus supplement (offering)Aug 4424B5
AI summary

Ameren Corporation filed a 424B5 prospectus supplement to offer up to $2,266,700,000 of common stock via an at-the-market equity distribution program through nine bank agents and forward sellers (Barclays, BofA, Goldman Sachs, JPMorgan, Mizuho, Morgan Stanley, MUFG, RBC, Wells Fargo). Of the original $5 billion program authorization, $2,733,300,000 has previously been sold; the remaining $2,266,700,000 is now available. Forward sale agreements are also available, allowing net proceeds to be deferred to future settlement dates. This is a large ongoing dilutive ATM program representing approximately $2.27 billion of potential new Ameren share issuance.

S-3ASRAuto-shelf registrationAug 4S-3ASR
AI summary

Ameren Corporation, Union Electric Company, and Ameren Illinois Company jointly filed an automatic shelf registration statement (S-3ASR) covering unspecified amounts of debt and equity securities for Ameren and its two utility subsidiaries. Ameren is a large accelerated filer, so the registration is effective immediately upon filing. No specific offering size is stated; amounts will be set in future prospectus supplements. This filing is a standard accompaniment to Ameren's concurrent 424B5 ATM equity offering, establishing the legal framework for ongoing securities issuance across the Ameren corporate family.

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.

+ 15 other (6 routine 8-Ks · 3 13Gs · 2 10-Qs · 2 8-Ks) in window

Recent news

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

Ameren Corporation Third Quarter 2026 Earnings Webcast set for Nov. 6, 2026prnewswire.com·2d agoAmeren Corporation $AEE Stock Sold by Krilogy Financial LLCdefenseworld.net·2d agoAmeren: A Great Idea In The Utility Space For Long-Term Dividend Growth Investorsseekingalpha.com·4d agoAmeren Corporation Directors Declare Quarterly Dividendgurufocus.com·7d agoAmeren Corporation Directors Declare Quarterly Dividendprnewswire.com·7d ago

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Nuclear RenaissanceThe Power Grid

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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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