Every 8-K that Ameren (AEE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AEE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AEE filings page.
Ameren Corporation expanded its existing equity distribution program for its common stock. On July 31, 2026, the company delivered a notice under Section 3(x) of its Equity Distribution Sales Agreement with multiple financial institutions acting as sales agents, forward sellers and forward purchasers, increasing by $2,000,000,000 the aggregate gross sales price authorized under the program.
After this increase, Ameren states that common stock with an aggregate gross sales price of up to $2,266,700,000 remains available for issuance under the equity distribution program. The company is not obligated to offer or sell any common stock under the Sales Agreement and may suspend offers at any time.
Ameren Corporation reported higher second quarter 2026 results, with net income attributable to common shareholders of $314 million, or $1.13 diluted EPS, compared to $275 million, or $1.01, a year earlier. For the six months ended June 30, 2026, net income attributable to common shareholders was $671 million, or $2.41 diluted EPS, up from $564 million, or $2.08, in 2025.
Management attributes the year-over-year earnings increase primarily to returns on infrastructure investments that enhance reliability, resiliency and service quality, and to investments in innovative energy technology, partly offset by higher operations and maintenance expenses, lower electric retail sales due to milder weather, and higher interest expense. Segment results show Ameren Missouri earnings of $157 million, Ameren Transmission $96 million, Ameren Illinois Electric Distribution $70 million, Ameren Illinois Natural Gas $9 million, and a parent loss of $18 million in the quarter.
Ameren generated $1.191 billion in operating cash flow in the first half of 2026 and invested $2.653 billion in capital expenditures, funded in part by $1.794 billion of long-term debt issuance. Total assets were $51.216 billion and long-term debt $19.064 billion at June 30, 2026. The company reaffirmed its 2026 earnings guidance of $5.25 to $5.45 per diluted share, outlining numerous regulatory, operational, economic, and weather-related factors that could affect results.
Ameren Corporation reported stronger first quarter 2026 results. Net income attributable to common shareholders rose to $357 million, with diluted EPS of $1.28, up from $289 million and $1.07 a year earlier. Total operating revenues increased to $2.176 billion from $2.097 billion.
Growth was driven mainly by earnings on higher infrastructure investments across Ameren Missouri, Ameren Illinois and Ameren Transmission, partly offset by lower Missouri electric retail sales due to warmer winter weather and higher interest expense. Ameren Missouri earnings were $76 million versus $42 million, Ameren Transmission $98 million versus $89 million, Illinois Electric Distribution $66 million versus $63 million, and Illinois Natural Gas $122 million versus $108 million.
Ameren generated $421 million in operating cash flow and invested $1.574 billion in capital expenditures in the quarter, funded in part by higher short-term and long-term debt. The company reaffirmed its 2026 earnings guidance of $5.25 to $5.45 per diluted share, assuming normal temperatures for the remainder of the year.
Ameren Corporation has issued $400 million of 5.00% Senior Notes due 2036. These are long-term debt securities that pay a fixed 5.00% interest rate until maturity in 2036, giving Ameren a defined-cost source of capital for the next decade.
Ameren reports that it received approximately $396.6 million in net offering proceeds before expenses at closing. The notes were sold under an existing shelf registration on Form S-3 and a related prospectus supplement, reflecting a planned financing step to support the company’s capital and funding needs.
Ameren Corporation reported strong 2025 results with higher earnings and long-term growth guidance. Net income attributable to common shareholders rose to $1,456 million, or $5.35 GAAP diluted EPS, up from $1,182 million, or $4.42 in 2024. Adjusted diluted EPS were $5.03 versus $4.63.
Fourth-quarter 2025 GAAP diluted EPS were $0.92, with adjusted EPS of $0.78, compared to $0.77 a year earlier. Management cited increased earnings on infrastructure investments, new electric service rates and higher electric retail sales at Ameren Missouri, partly offset by higher interest and operations and maintenance expenses.
Ameren affirmed 2026 earnings guidance of $5.25 to $5.45 per diluted share and issued EPS compound annual growth rate guidance of 6% to 8% from 2026 through 2030, based on the 2026 midpoint. The outlook is supported by $31.8 billion of planned infrastructure investments driving projected rate base growth of about 10.6% annually from 2025 through 2030.
Ameren Corporation reported that its board of directors elected Timothy S. Rausch as a new director. His term begins on March 1, 2026 and will run until the company’s 2026 annual meeting of shareholders.
Rausch will serve on Ameren’s Finance Committee and the Nuclear, Operations and Environmental Sustainability Committee. He will receive compensation under Ameren’s standard non-employee director program. Ameren highlights Rausch’s deep nuclear-generation experience, including leadership roles as Executive Vice President and Chief Nuclear Officer at the Tennessee Valley Authority and prior chief nuclear officer roles at Talen Energy and PPL Corporation.
Ameren Corporation reported that its Board of Directors has elected Jamie L. Engstrom to the board, with her term beginning on January 1, 2026 and expiring at Ameren's 2026 Annual Meeting of Shareholders. Effective the same date, she will serve on the Board’s Audit and Risk Committee and the Cybersecurity and Digital Technology Committee.
Engstrom is the Global Chief Information Officer and Senior Vice President, Global Information Systems at Caterpillar, Inc. and previously served as Chief Information Officer for Caterpillar Financial Services Corporation from 2018–2020 after multiple IT leadership roles since 1999. Ameren states there is no arrangement or understanding with any person under which she was selected, and she had no business relationships with Ameren or its subsidiaries in 2024 or through 2025 requiring disclosure under Item 404(a) of Regulation S-K. She will participate in Ameren’s standard non-employee director compensation program. Ameren also issued a press release on December 15, 2025, furnished as Exhibit 99.1.
Ameren Corporation and its utility subsidiaries amended and restated their main bank credit facilities to increase available liquidity and extend maturities. The Missouri borrowers, Ameren and Ameren Missouri, entered a new $1.9 billion multi-year unsecured revolving credit agreement, up from $1.4 billion. Ameren and Ameren Illinois entered a separate $1.3 billion unsecured revolving credit agreement, up from $1.2 billion, bringing total committed credit under the amended agreements to $3.2 billion.
The maturity of both facilities was extended from December 6, 2028 to December 10, 2030, with options for two additional one-year extensions subject to lender approval. Borrowing limits for each borrower were raised, and the aggregate letter of credit capacity was increased to $400 million for the Missouri facility while remaining at $275 million for the Illinois facility. The agreements include ratings-based pricing, customary covenants and events of default, and leverage covenants capping Ameren’s consolidated debt ratio at 67.5% of total capitalization and Ameren Illinois and Ameren Missouri at 65%.
Ameren Corporation and its utility Ameren Missouri report that the Missouri Public Service Commission has approved an amended non-unanimous global agreement for their large primary service tariff, known as the Large Load Customer Rate Plan. The order covers new facilities with expected monthly demand of at least 75 megawatts and existing customers expanding demand by at least 75 megawatts.
These large customers must sign electric service agreements with a minimum 12-year term plus a ramp period of up to five years, pay demand charges on at least 80% of contracted capacity, and give 24 months’ notice before terminating service or pay exit fees tied to their minimum monthly bill. The order also requires collateral equal to two years of minimum bills, with up to 60% relief for stronger credits.
An earnings sharing mechanism applies if Ameren Missouri’s return on equity exceeds the staff-recommended midpoint of 9.74%, with 65% of the excess set aside to benefit retail customers. The order also allows partial revenue deferral in certain force majeure events.
Ameren Corporation furnished a press release announcing earnings for the quarter ended September 30, 2025. The company also made available unaudited consolidated financial statements covering the three and nine months ended September 30, 2025 and 2024, a balance sheet at September 30, 2025 and December 31, 2024, and cash flows for the nine months ended those dates.
The press release was provided as Exhibit 99.1, with the unaudited financial statements as Exhibit 99.2. The information was furnished under Item 2.02 and is not deemed filed under Section 18 of the Exchange Act.
Ameren Corporation announced executive changes effective January 1, 2026. Michael L. Moehn, currently Senior EVP and CFO, was elected Group President, Ameren Utilities. Leonard P. Singh, Chairman and President of Ameren Illinois, was elected Executive Vice President and Chief Financial Officer.
Compensation was updated to reflect the new roles. Effective January 1, 2026, Mr. Moehn’s base salary increases from $895,000 to $960,000, with STIP target rising from 90% to 100% of base salary and LTIP target from 315% to 350%. Mr. Singh’s base salary increases from $650,000 to $715,000, with STIP target moving from 80% to 90% and LTIP target from 215% to 260%. The company noted no agreements or family relationships related to these elections and no related-party transactions under Item 404(a). A press release was furnished as Exhibit 99.1.
Ameren Corporation announced a leadership change at its Ameren Missouri subsidiary. On October 2, 2025, Mark C. Birk decided to retire from his role as Chairman and President of Union Electric Company, doing business as Ameren Missouri, and from all other positions he holds with Ameren subsidiaries.
Effective the same day, Michael L. Moehn, the company’s Senior Executive Vice President and Chief Financial Officer, was elected to also serve as Interim Chairman and President of Ameren Missouri. Moehn has been Ameren’s Chief Financial Officer since 2019 and previously led Ameren Missouri as Chairman and President from 2014 to 2019, giving him prior experience in this role.
Ameren Illinois Company sold $350 million principal amount of its 5.625% First Mortgage Bonds due 2055, a further issuance of bonds originally issued on March 3, 2025 in the same principal amount. The bonds were offered under an effective shelf registration on Form S-3 with a related prospectus and September 15, 2025 prospectus supplement. Ameren Illinois received approximately $358.1 million in net offering proceeds before expenses from this transaction. The report also files the underwriting agreement, indenture documents, and legal opinions related to the bond offering as exhibits.