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AEE

AMEREN CORP

At today's price, AMEREN CORP (AEE) is priced for -2.9% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
-2.9% growth
Priced In
within-range

Key Takeaways

Ameren is a regulated electric and gas utility whose value lives in rate base, not in the income-statement growth a generic inversion measures. At $108.67 the price reads as paying about 23x company-wide operating income, but for a utility the right lens is the capital plan: management now points to a pipeline exceeding $70B through 2035, a roughly 10.6% rate-base CAGR, and EPS growth near the top of a 6% to 8% band. The surprising part is the demand turn. After years of flat load, Ameren Misso

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Institutional ownership

899 institutional managers reported holding AEE in 13F filings for the quarter ended 2026-03-31. Together they hold about 84% of the company; the top 10 hold 48%. 107 opened new positions that quarter. Held by Vanguard Group, BlackRock, T. Rowe Price, among others. On the short side, 10.9M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (7 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

AEE's share count grew 8% over the past five years. It pays a dividend, and has paid one every year in our records (18 and counting), raised 15 years straight; the current rate is $2.84 a share annually. Cash returned over the past three years: $2.02B in dividends.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at AEE over the trailing three years. Absence is a fact about the company, not a signal. 25 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

AEE's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-04-2.0%-9.1%
2023-11-10-2.4%-5.7%
2024-03-01+0.3%+3.9%
2024-05-07-0.5%-4.0%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

AEE's latest 8-K filings: 2026-06-29 (items 8.01, 9.01); 2026-06-26 (items 8.01); 2026-05-18 (items 5.07); 2026-05-05 (items 2.02, 8.01, 9.01); 2026-03-04 (items 8.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.