Ameren Stock Price, News & Analysis

Ameren (NYSE: AEE) announced executive reassignments effective Jan. 1, 2026 to strengthen operating oversight and streamline decision-making across its utilities. Michael Moehn will become group president, Ameren Utilities, overseeing Ameren Missouri, Ameren Illinois and Ameren Transmission Company of Illinois.

Lenny Singh will move from chairman and president of Ameren Illinois to executive vice president and chief financial officer of Ameren and chairman and president of Ameren Services. Patrick Smith Sr. will become chairman and president of Ameren Illinois, reporting to Moehn. Martin J. Lyons Jr. remains chairman, president and CEO, and Shawn Schukar will continue leading Ameren Transmission Company of Illinois.

Ameren (NYSE: AEE) declared a quarterly cash dividend of $0.71 per common share, payable Dec. 31, 2025, to shareholders of record at the close of business on Dec. 9, 2025.

Separately, Union Electric Company (Ameren Missouri) declared regular quarterly preferred dividends payable Feb. 15, 2026, to shareholders of record on Jan. 15, 2026, and Ameren Illinois declared regular quarterly preferred dividends payable Feb. 2, 2026, to shareholders of record on Jan. 9, 2026.

Ameren Illinois, a subsidiary of Ameren Corporation (NYSE: AEE), has priced a public offering of $350 million in first mortgage bonds due 2055 at 103.196% of their principal amount, with a re-offer yield of 5.405%.

These bonds represent a further issuance of the company's 5.625% first mortgage bonds originally issued in March 2025. The transaction is expected to close on September 26, 2025. The company plans to use the net proceeds to repay a portion of its short-term debt. The offering is being managed by KeyBanc Capital Markets, TD Securities, U.S. Bancorp Investments, and Fifth Third Securities.

Ameren Missouri (NYSE: AEE) has announced plans to develop the 250-megawatt Reform Renewable Energy Center, a new solar facility adjacent to their Callaway Energy Center. The project, pending PSC approval, will power 44,000 homes and create 300 construction jobs, with completion expected in 2028.

The facility is part of Ameren's strategy to achieve a 70% on-demand and 30% intermittent energy mix. The site can accommodate 250 MW of energy storage capacity for future battery installation. This development joins other ongoing projects including the Castle Bluff Energy Center, Big Hollow Energy Center, and four solar projects totaling over 400 MW expected to be operational by end of next year.

Ameren Corporation (NYSE: AEE) has announced its quarterly dividend declarations. The company will pay a cash dividend of $0.71 per share on its common stock, payable on September 30, 2025, to shareholders of record as of September 9, 2025.

Additionally, both Ameren Missouri and Ameren Illinois have declared regular quarterly cash dividends on all classes of their preferred stock, with payments scheduled for November 15, 2025 and November 3, 2025, respectively.

<p><b>Ameren (NYSE: AEE)</b> reported Q2 2025 net income of <b>$275 million</b>, or $1.01 per diluted share, up from $258 million ($0.97/share) in Q2 2024. The improvement was driven by increased infrastructure investments, new electric service rates at Ameren Missouri, and disciplined cost management, partially offset by higher interest expenses and lower retail sales.</p><p>For the first six months of 2025, GAAP net income reached <b>$564 million</b> ($2.08/share), compared to $519 million ($1.95/share) in 2024. The company reaffirmed its <b>2025 earnings guidance of $4.85 to $5.05 per share</b>, with strong year-to-date performance positioning earnings in the top half of the guidance range.</p>

Ameren Corporation (NYSE: AEE) has scheduled its second quarter 2025 earnings conference call for August 1, 2025, at 9 a.m. Central Time. CEO Martin J. Lyons Jr. and CFO Michael L. Moehn will lead the discussion with financial analysts.

The company serves 2.5 million electric customers and over 900,000 natural gas customers across a 64,000-square-mile area through its subsidiaries Ameren Missouri and Ameren Illinois. The webcast will be available on AmerenInvestors.com, with supporting materials posted under "Events and Presentations." A replay will be accessible for one year after the call.

Ameren Missouri (NYSE: AEE) has filed an application to construct the Big Hollow Energy Center, a hybrid facility combining an 800-megawatt natural gas energy center with a 400-MW battery storage facility in Jefferson County, Missouri. The project represents Ameren's first large-scale battery installation, designed to enhance grid reliability and meet increased energy demands.

The facility, planned to be operational by 2028, will be built on existing Ameren-owned land with infrastructure access. The battery storage component is part of Ameren's broader plan to deploy 1,000 MW of battery capacity by 2030 and 1,800 MW by 2042. The batteries can power thousands of homes for hours during peak demand periods.

Ameren Missouri (NYSE: AEE) has filed its Powering Missouri Growth Plan with the Missouri Public Service Commission to address increasing energy demands from large customers. The plan focuses on attracting advanced manufacturing and data centers while maintaining fair rates for all customers.

The initiative aims to create jobs, generate new revenue for community services, and ensure expanding companies pay their fair share. The plan aligns with Missouri Senate Bill 4 and includes consumer protection measures. Through its revised Integrated Resource Plan, Ameren Missouri plans to serve up to 2.0 gigawatts of expected new energy demand by 2032.

The company emphasizes its competitive advantages, including a balanced energy mix, reliable delivery system, and low electric rates, positioning Missouri as an attractive destination for energy-intensive businesses.