AEE
Ameren CorporationEvidence as of 2026-09-02Overview · Ameren Corporation
Ameren Corporation, together with its subsidiaries, operates as a public utility holding company in the United States. The company operates through four segments: Ameren Missouri, Ameren Illinois Electric Distribution, Ameren Illinois Natural Gas, and Ameren Transmission. It engages in the rate-regulated electric generation, transmission, and distribution activities; and rate-regulated natural gas distribution and tr…
Management team
- Stephen C. Lee · Vice President, Interim General Counsel and SecretaryFind on LinkedIn
- Mr. Leonard P. Singh · Chairman & President of Ameren IllinoisFind on LinkedIn
- Mr. Mark C. Birk · President & Chairman of Ameren MissouriFind on LinkedIn
- Mr. Michael L. Moehn · Senior EVP, CFO & President of Ameren ServicesFind on LinkedIn
Start your 7-day free trial to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The surviving evidence presents a mixed operating picture with quarter-level revenue swings from about 1,693,000,000 for the fiscal quarter ended 2024-04-01 ( Q1 2024 ) up to 2,699,000,000 for the fiscal quarter ended 2025-07-31 ( Q2 2025 ), and revenues of 2,092,000,000 in the fiscal quarter ended 2026-07-30 ( Q2 2026 ). Operating income also varies materially by quarter — from 361,000,000 in the fiscal quarter ended 2024-06-30 to 825,000,000 in the fiscal quarter ended 2025-07-31 — and diluted EPS displays similar quarter-to-quarter variation, peaking at 2.35 and sitting at 1.13 for the fiscal quarter ended 2026-07-30.
Balance-sheet and financing items show growth in scale and leverage: long-term debt rose from 16,280,000,000 as of 2024-06-30 to 19,064,000,000 as of 2026-06-30, while total assets increased from 43,298,000,000 as of 2024-09-30 to 51,216,000,000 as of 2026-06-30 and stockholders’ equity rose to 13,687,000,000 as of 2026-06-30. Market and valuation signals are mixed: trailing twelve-month free cash flow is negative at − 2,619,000,000, trailing operating cash flow was 1,840,000,000 against capital expenditures of 4,459,000,000, reported P/E is 18.39, and the dividend is set at 0.75 per share (payable September 30, 2026). Recent filings and news show Ameren Illinois raised 400,000,000 through a 5.50% first mortgage bond due 2036 and there are several insider sales reported in the dataset.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Reported revenues across the provided fiscal quarters show quarter-level variation: 1,693,000,000 for the fiscal quarter 2024-04-01 to 2024-06-30, 2,173,000,000 for 2024-07-01 to 2024-09-30, 2,097,000,000 for 2025-01-01 to 2025-03-31, 2,221,000,000 for 2025-04-01 to 2025-06-30, 2,699,000,000 for 2025-07-01 to 2025-09-30, 2,176,000,000 for 2026-01-01 to 2026-03-31, and 2,092,000,000 for 2026-04-01 to 2026-06-30.
XBRL companyfacts · 0001002910-25-000112Operating income (3-month quarters) shows variability with several higher quarters and several lower quarters: 361,000,000 for 2024-04-01 to 2024-06-30, 586,000,000 for 2024-07-01 to 2024-09-30, 430,000,000 for 2025-01-01 to 2025-03-31, 411,000,000 for 2025-04-01 to 2025-06-30, 825,000,000 for 2025-07-01 to 2025-09-30, 430,000,000 for 2026-01-01 to 2026-03-31, and 459,000,000 for 2026-04-01 to 2026-06-30.
XBRL companyfacts · 0001002910-25-000112Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Ameren Illinois sold $400 million principal amount of 5.50% First Mortgage Bonds due 2036, and received net offering proceeds of approximately $397.4 million, before expenses, upon closing of the transaction (current report filed August 24, 2026).
8-K filed 2026-08-24The offering was made pursuant to a Registration Statement on Form S-3 that became effective on August 4, 2026, and a Prospectus Supplement dated August 17, 2026, to a Prospectus dated August 4, 2026 (current report filed August 24, 2026).
8-K filed 2026-08-24Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Dividend yield (ttm) is +2.75% and ranks in the 77th percentile of the 547-stock research universe as of 2026-09-01.
Moneyta signal set · 2026-09-01Price is slightly below short- and long-term moving averages: -4.1% vs the 50-day SMA and -0.8% vs the 200-day SMA as of 2026-09-01, and the data flags a golden_cross = true.
Moneyta signal set · 2026-09-01Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-01, Ameren (AEE) appears in IVV with a weight of 0.05% of the fund and in VOO with a weight of 0.05% of the fund.
ETF constituents · market dataTwo insider Form 4 filings for Ameren were filed on 2026-08-20 and 2026-08-17; both filings in the dataset show parse_status as "skipped" and have null primary_doc_url values.
Form 4 × 2 (90d window not enforced here)Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Van ECK Associates Corp increased its position in Ameren Corporation by 10.9% in the second quarter, owning 165,613 shares according to an SEC filing.
News · thelincolnianonline.com · 2026-08-31Korea Investment CORP purchased 158,803 shares of Ameren Corporation in the second quarter, a stake reported at approximately $17,951,000.
News · thelincolnianonline.com · 2026-08-24Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Martin Ryan J (SVP Finance) sold 500 shares for "$55k" on 2026-08-20 and 471 shares for "$52k" on 2026-08-18, both reported in the same filing.
Form 4 · Martin Ryan J (SVP Finance) · $55k sold · 2026-08-20Shaw Theresa A (SVP and CATO) sold 325 shares for "$35k" on 2026-08-14 under a stated 10b5-1 plan, as reported on the filing.
Form 4 · Shaw Theresa A (SVP and CATO) · $35k sold · 2026-08-14Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Trailing twelve-month free cash flow (FCF) is negative $2,619,000,000.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month operating cash flow was $1,840,000,000 while capital expenditures were $4,459,000,000, yielding the negative FCF.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-specific signals in the provided evidence support a favorable read: total assets and stockholders' equity have increased on reported balance dates (fundamentals-6, fundamentals-7), operating income and revenues show multiple strong quarterly prints including sizeable operating-income and EPS peaks (fundamentals-0, fundamentals-1, fundamentals-2), and Ameren executed a $400M first-mortgage bond offering with supporting SEC filings and documentation (filings-0 through filings-3) that indicate access to capital markets. Market-position signals corroborate investor interest: dividend yield ranks in the 77th percentile (market-0), the name appears in large-cap ETFs (ownership-0), and recent institutional buys/increases were reported (news-0, news-1). While valuation and cash-flow metrics are weak on a trailing basis, the balance-sheet growth and ongoing access to debt markets are well-sourced and strengthen the operational/financing evidence — the strength of those documents (Form 8-K and prospectus-related exhibits) is high. The bear points that emphasize trailing negative free cash flow and rising debt rest on trailing-period aggregates and should be weighed against contemporaneous financing execution and rising equity/asset base; the financing and balance-sheet growth evidence is primary and sourced to filings, making it comparatively stronger for assessing current financing capacity.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.35
36 surviving claims rest on 16 distinct sources; the heaviest analyst carries 22% of them, and 99% of what the desk raised survived the debate.
The read rests on a moderate breadth of sources but a small number of analysts supply a noticeable share of claims; when one analyst carries 22% of surviving claims, interpretations can be sensitive to that individual's methods. High survival through debate (99%) increases internal consistency, but source concentration and analyst dependence reduce how much independent weight this package should bear for strong conclusions.
Peer context · computed, not argued
12-1 momentum ranks 5th of 10 in Utilities—Regulated Electric (as of 2026-09-01).
6-month relative strength ranks 5th of 10 in Utilities—Regulated Electric (as of 2026-09-01).
90-day volatility ranks 5th of 10 in Utilities—Regulated Electric (as of 2026-09-01).
dividend yield ranks 9th of 10 in Utilities—Regulated Electric (as of 2026-09-01).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
19 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer−0.1 to the score
4 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.8 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.2 to the score
2 holdings records
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.5 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
2 filings
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−0.7 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
Get this for the tickers you actually hold
Plus the one thing no sample can show: how each name correlates with your portfolio, and what hides inside your funds.
The full terminal on AEE Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.