Earnings summaries and quarterly performance for AMEREN.
Executive leadership at AMEREN.
Martin J. Lyons, Jr.
Detailed
Chairman, President and Chief Executive Officer
CEO
FM
Fadi M. Diya
Detailed
Senior Vice President and Chief Nuclear Officer, Ameren Missouri
GG
Gwendolyn G. Mizell
Detailed
Senior Vice President and Chief Sustainability Officer
LP
Leonard P. Singh
Detailed
Chairman and President, Ameren Illinois
MC
Mark C. Lindgren
Detailed
Executive Vice President, Corporate Communications, and Chief Human Resources Officer
ML
Michael L. Moehn
Detailed
Senior Executive Vice President and Chief Financial Officer
SE
Shawn E. Schukar
Detailed
Chairman and President, ATXI (Ameren Transmission Company of Illinois)
SC
Stephen C. Lee
Detailed
Vice President, Interim General Counsel and Secretary
TA
Theresa A. Shaw
Detailed
Senior Vice President, Finance, and Chief Accounting Officer
Board of directors at AMEREN.
CS
Catherine S. Brune
Detailed
Director
CS
Craig S. Ivey
Detailed
Director
CJ
Cynthia J. Brinkley
Detailed
Director
EM
Ellen M. Fitzsimmons
Detailed
Lead Independent Director
LS
Leo S. Mackay, Jr.
Detailed
Director
RF
Rafael Flores
Detailed
Director
RJ
Richard J. Harshman
Detailed
Director
SH
Steven H. Lipstein
Detailed
Director
SO
Steven O. Vondran
Detailed
Director
WH
Ward H. Dickson
Detailed
Director
Research analysts who have asked questions during AMEREN earnings calls.
Carly Davenport
Goldman Sachs
8 questions for AEE
Also covers: AEP, D, DUK +14 more
BR
Brian Russo
Jefferies
5 questions for AEE
Also covers: ALE, AVA, BKH +8 more
DP
David Paz
Wolfe Research, LLC
5 questions for AEE
Also covers: AEP, D, DUK +5 more
DN
Diana Niles
JPMorgan Chase & Co.
4 questions for AEE
Also covers: DUK, ETR, XEL
Nicholas Campanella
Barclays
4 questions for AEE
Also covers: AEP, AES, ATO +32 more
PP
Paul Patterson
Glenrock Associates
4 questions for AEE
Also covers: ES, ETR, EVRG +7 more
JT
Jeremy Tonet
JPMorgan Chase & Co.
3 questions for AEE
Also covers: AEP, AM, ARIS +46 more
William Appicelli
UBS
3 questions for AEE
Also covers: AEP, CMS, DTE +10 more
AK
Andrew Kadavian
Wells Fargo
2 questions for AEE
Also covers: EVRG
JD
Julian Dumoulin-Smith
Jefferies LLC
2 questions for AEE
Also covers: CNP, SEDG, SO
SK
Sophie Karp
KeyBanc Capital Markets Inc.
2 questions for AEE
Also covers: AEP, AGR, AVA +14 more
SD
Steve D'Ambrisi
RBC Capital Markets
2 questions for AEE
Also covers: DUK, ETR, EVRG +3 more
AC
Anthony Crowdell
Mizuho Financial Group
1 question for AEE
Also covers: AEP, AES, AGR +30 more
DC
Durgesh Chopra
Evercore ISI
1 question for AEE
Also covers: AEP, AES, AWK +22 more
Julien Dumoulin-Smith
Jefferies
1 question for AEE
Also covers: AEP, AES, AGR +58 more
PF
Paul Fremont
Ladenburg Thalmann
1 question for AEE
Also covers: CNP, CPK, DTE +18 more
RS
Robin Shillock
JPMorgan Chase & Co.
1 question for AEE
SP
Shahriar Pourreza
Guggenheim Partners
1 question for AEE
Also covers: AEP, AVA, CEG +29 more
Recent press releases and 8-K filings for AEE.
Ameren Missouri announces pricing of first mortgage bonds due 2036 and 2056
AEE
Debt Issuance
- $450 million of 4.80% first mortgage bonds due 2036 priced at 99.926% of par and $450 million of 5.55% bonds due 2056 priced at 99.619%
- Transaction expected to close on February 27, 2026
- Net proceeds to refinance short-term debt and/or fund near-term capital expenditures
- Barclays Capital, BofA Securities, Mizuho Securities, MUFG Securities Americas and Wells Fargo Securities acting as joint book-running managers
1 day ago
Ameren announces Q4 2025 results
AEE
Earnings
Guidance Update
New Projects/Investments
- Ameren delivered 2025 adjusted earnings of $5.03 per share, up 8.6% from $4.63 per share in 2024.
- The company affirmed 2026 EPS guidance of $5.25–$5.45 (midpoint implying ~8.1% growth).
- Ameren executed 2.2 GW of large-load electric service agreements in Missouri, with a total pipeline of 3.4 GW of potential new demand.
- Management announced a $31.8 billion capital plan for 2026–2030 (driving 10.6% rate-base CAGR) and approved a 5.6% dividend increase to an annualized $3.00 per share.
Feb 12, 2026, 3:00 PM
Ameren reports Q4 2025 earnings and updates 2026 outlook
AEE
Earnings
Guidance Update
Dividends
- Delivered 2025 adjusted diluted EPS of $5.03, up 8.6% year-over-year on a weather-normalized basis.
- Increased dividend 5.6% in February 2026, reflecting the 13th consecutive annual payout raise.
- Affirmed 2026 EPS guidance of $5.25–$5.45 and issued 6–8% EPS CAGR guidance for 2026–2030.
- Unveiled a $31.8 billion capital plan supporting a 10.6% rate-base CAGR through 2030.
- Executed 2.2 GW of large-load energy service agreements in February 2026, adding sales and earnings upside.
Feb 12, 2026, 3:00 PM
AMEREN announces Q4 2025 results
AEE
Earnings
Guidance Update
New Projects/Investments
- Ameren delivered 2025 adjusted EPS of $5.03, up 8.6% from $4.63 in 2024, and affirmed 2026 EPS guidance of $5.25–$5.45 per share (midpoint +8.1%), with 6%–8% EPS CAGR expected for 2026–2030.
- In 2025, Ameren invested over $4 billion in electric, natural gas, and transmission infrastructure; the 2026 plan calls for $5.5 billion of investment and a $31.8 billion capital program (2026–2030) driving a 10.6% rate base CAGR.
- Ameren signed 2.2 GW of large‐load electric service agreements in Missouri, with a 3.4 GW pipeline in Missouri and 850 MW in Illinois, and has received $46 million in nonrefundable developer payments.
- Generation build‐out is advancing with 2.7 GW of new resources in development (including 50 MW Vandalia solar and 350 MW Bowling Green/Split Rail), approval of an 800 MW gas energy center plus 400 MW battery for 2028, and planning for a 2.1 GW combined‐cycle plant by 2031.
Feb 12, 2026, 3:00 PM
Ameren reports Q4 2025 results and 2026 outlook
AEE
Earnings
Guidance Update
New Projects/Investments
- Ameren delivered 2025 adjusted EPS of $5.03, up 8.6% y/y, and reaffirmed 2026 EPS guidance of $5.25–$5.45 (+8.1% at midpoint).
- Issued 6%–8% EPS CAGR guidance for 2026–2030, anticipating results near the upper end of the range.
- Board approved a 5.6% dividend increase to an $3.00 annualized rate, marking the 13th consecutive year of growth.
- Executed 2.2 GW of large load electric service agreements in Missouri, representing upside to embedded 1.2 GW load assumption.
- Five-year capital plan targets $31.8 billion of spending (2026–2030) to support 10.6% rate base CAGR, with $5.5 billion planned in 2026.
Feb 12, 2026, 3:00 PM
Ameren Missouri builds stronger grid and delivers reliability
AEE
New Projects/Investments
- Ameren Missouri’s Smart Energy Plan upgrades in 2025 automatically prevented 160,000 customer outages during major storms and 59,000 outages during a March 14 tornado event.
- Infrastructure investments include 2,000 smart switches (preventing 330,000 outages over five years), addition of 850 composite poles, storm-hardening 300 miles of lines, and modernization of 150 substations.
- Generation portfolio enhancements feature the under-construction 800 MW Castle Bluff Energy Center, commissioning of 50 MW Vandalia Renewable Energy Center (with 350 MW more expected in 2026), and turbine replacements at Osage Energy Center.
- In 2025, 35 businesses announced expansions in Ameren Missouri’s territory, representing $1.5 billion in planned capital investment and 2,200 new jobs, including projects by Amazon, WEG Transformers USA, and IKO.
- Ameren Missouri’s electric rates remain approximately 27% below Midwest and national averages.
Feb 12, 2026, 12:00 PM
Ameren Missouri approved for hybrid natural gas and battery energy center
AEE
New Projects/Investments
- Missouri Public Service Commission approves the 800 MW simple-cycle natural gas plant paired with a 400 MW lithium-ion battery system at the Big Hollow Energy Center.
- The state’s first co-located gas generation and battery storage facility will enhance grid stability and provide rapid-response backup during peak demand.
- The project is expected to be operational in 2028, leveraging existing infrastructure to reduce construction time and costs.
- Ameren Missouri plans to expand battery storage to 1,000 MW by 2030 and 1,800 MW by 2042 across multiple sites.
Feb 11, 2026, 11:05 PM
Ameren announces Q4 and full-year 2025 results and 2026 guidance
AEE
Earnings
Guidance Update
- Ameren reported 2025 GAAP diluted EPS of $5.35 vs $4.42 in 2024 and adjusted EPS of $5.03 vs $4.63.
- For Q4 2025, GAAP EPS was $0.92 vs $0.77 in Q4 2024; adjusted Q4 EPS was $0.78 excluding tax benefits.
- The company affirmed 2026 EPS guidance of $5.25–$5.45 and issued a 6%–8% EPS CAGR target for 2026–2030 based on a $5.35 midpoint.
- Ameren plans $31.8 billion of infrastructure investments driving approx 10.6% rate base CAGR from 2025 through 2030.
Feb 11, 2026, 9:32 PM
Ameren reports 2025 results and affirms 2026 guidance
AEE
Earnings
Guidance Update
New Projects/Investments
- Ameren delivered 2025 GAAP EPS of $5.35 and adjusted EPS of $5.03, on net income of $1,456 million (adjusted $1,370 million), versus $4.42 GAAP and $4.63 adjusted in 2024.
- The company affirmed 2026 EPS guidance of $5.25–$5.45 and issued 6–8% EPS CAGR guidance for 2026–2030, using a $5.35 midpoint as the base.
- Ameren plans $31.8 billion of infrastructure investments, underpinning an expected 10.6% compounded annual rate base growth from 2025 through 2030.
- The Ameren Missouri segment posted 2025 GAAP and adjusted earnings of $747 million, up from $559 million GAAP and $604 million adjusted in 2024, driven by new rates, infrastructure investments and higher retail sales.
Feb 11, 2026, 9:30 PM
Ameren increases quarterly dividend by 5.6%
AEE
Dividends
Guidance Update
- Ameren Corporation declared a $0.75 quarterly cash dividend, a 5.6% increase from $0.71, raising the annualized rate to $3.00 per share.
- This marks the 13th consecutive year of dividend growth under Ameren’s board of directors.
- The board expects dividend growth to align with long-term EPS growth targets and maintain a 50%–60% payout ratio.
- The common share dividend is payable March 31, 2026, to shareholders of record as of March 10, 2026.
Feb 6, 2026, 6:05 PM
Quarterly earnings call transcripts for AMEREN.
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