AMEREN CORP
Mizuho named top U.S. energy picks after an August update, citing catalysts and valuation gaps versus Bloomberg consensus. Devon Energy is favored after its May 7 merger with Coterra, with Q2 2026 adjusted EPS of $1.57 and revenue of $7.42B, plus a 33% dividend hike. Energy Transfer and MasTec are also highlighted, along with Ameren’s data-center power demand.
MOEHN MICHAEL L (Group President, Utilities) sold 6,500 shares of AMEREN CORP (AEE) at $108.96 ($0.71M total) on 2026-08-03 under a Rule 10b5-1 trading plan.
Ameren (AEE) reported Q2 2026 EPS of $1.13, beating the Zacks Consensus Estimate of $1.08 by 4.6%. Revenues were $2.09 billion, down 5.8% year over year and below the $2.39 billion consensus. Operating income rose 11.7% to $459 million. Ameren reaffirmed 2026 EPS guidance of $5.25-$5.45.
Over the past 7 days, alphai's AI scored 1 news story mentioning AEE (AMEREN CORP). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent AEE coverage spans earnings, sector analysis and insider activity.
In the last 30 days, AEE insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($708K). The most active reporter was MOEHN MICHAEL L, Group President, Utilities, with 1 filing. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
AI-linked power demand conversion pipeline supports AEE’s earnings visibility, but the article is primarily analyst framing.
This is an insider open-market sale under a pre-arranged 10b5-1 plan, which is typically lower-signal than discretionary selling.
Beat on EPS with lower fuel costs, but revenue miss and higher interest charges create a mixed fundamental read-through for near-term earnings quality.
Reaffirmed 2026 EPS range alongside higher Q2 earnings suggests steady execution of grid investment returns, with watchpoints on weather and regulatory risk.
Regulatory dispute over grid spending and reconciliation rates could shift expected cash flows and customer bill impacts, affecting valuation multiples.
alphai scores every news story that mentions AEE with an AI model for sentiment and relevance, and aggregates insider trades from AMEREN CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
Mizuho named top U.S. energy picks after an August update, citing catalysts and valuation gaps versus Bloomberg consensus. Devon Energy is favored after its May 7 merger with Coterra, with Q2 2026 adjusted EPS of $1.57 and revenue of $7.42B, plus a 33% dividend hike. Energy Transfer and MasTec are also highlighted, along with Ameren’s data-center power demand.
7 min readMOEHN MICHAEL L (Group President, Utilities) sold 6,500 shares of AMEREN CORP (AEE) at $108.96 ($0.71M total) on 2026-08-03 under a Rule 10b5-1 trading plan.
1 min readAmeren (AEE) reported Q2 2026 EPS of $1.13, beating the Zacks Consensus Estimate of $1.08 by 4.6%. Revenues were $2.09 billion, down 5.8% year over year and below the $2.39 billion consensus. Operating income rose 11.7% to $459 million. Ameren reaffirmed 2026 EPS guidance of $5.25-$5.45.
7 min readAmeren Corporation reported an increase in its second-quarter 2026 earnings, supported by continued investments in grid infrastructure, system reliability and innovative energy technologies, while reaffirming its full-year earnings guidance. The company posted net income attributable to common shareholders of $314 million, or $1.13 per diluted share, for the quarter ended June 30, 2026, compared with $275 million, or $1.01 per diluted share, in the corresponding period last year.
4 min readDECATUR, Ill. (WAND) — The Citizens Utility Board is pushing back against Ameren Illinois over what it calls unnecessary rate increases that could hit customers hard. CUB Communications Director Jim Chilsen said the proposed spending is excessive — and customers are already feeling the financial pressure. "Ameren has a responsibility to manage its budget responsibly. And when it goes past that budget, the burden should be on the utility — not our customers.
3 min readAmeren (AEE) came out with quarterly earnings of $1.13 per share, beating the Zacks Consensus Estimate of $1.08 per share. This compares to earnings of $1.01 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +4.63%. A quarter ago, it was expected that this utility would post earnings of $1.17 per share when it actually produced earnings of $1.28, delivering a surprise of +9.4%.
5 min readAmeren Corporation Jul 30, 2026, 16:30 ET Share this article Share this article Second Quarter Diluted Earnings Per Share (EPS) were $1.13 in 2026 vs. $1.01 in 2025 Reaffirmed 2026 Earnings Guidance Range of $5.25 to $5.45 per Diluted Share ST.
5 min readAEE Ameren Q2 2026 Jul 30, 4:31pm ET Ameren extended its five-quarter earnings beat streak with $1.13 per share, though revenue dropped 5.8% year over year as off-system electric sales at its Missouri unit cratered; investors are betting a 2.3 GW data center pipeline can restore growth.
2 min readAmeren Q2 Earnings Rise, Revenue Declines Published on 07/30/2026 at 04:54 pm EDT | Market Closed - Other stock markets | 5-day change | 1st Jan Change | || | 108.75 USD | -1.11% | -3.99% | +8.90% | | Jul. 30 | Ameren Q2 Earnings Rise, Revenue Declines | MT | | Jul. 30 | Earnings Flash (AEE) Ameren Posts Q2 EPS $1.13, vs.
2 min readEarnings Flash (AEE) Ameren Posts Q2 EPS $1.13, vs. FactSet Est of $1.08 Published on 07/30/2026 at 04:49 pm EDT | Market Closed - Other stock markets | 5-day change | 1st Jan Change | || | 108.75 USD | -1.11% | -3.99% | +8.90% | | Jul. 30 | Ameren Q2 Earnings Rise, Revenue Declines | MT | | Jul. 30 | Earnings Flash (AEE) Ameren Posts Q2 EPS $1.13, vs.
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