Utility Stocks See EPS Revisions Upward, Engie Receives A+ Rating
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 16 2026
0mins
Should l Buy AEE?
Source: seekingalpha
- Earnings Upgrades: As earnings season kicks off, utility stocks are seeing upward revisions in earnings estimates, with Engie SA and Iberdrola, S.A. receiving A+ ratings, indicating strong analyst confidence in their profit outlook.
- Analyst Confidence Rising: The EPS revision ratings reflect an increase in analysts' confidence regarding profitability, with Atmos Energy Corporation and AXIA Energia SA receiving A and A ratings respectively, suggesting improving earnings capabilities.
- Market Focus: Major utility stocks like Brookfield Infrastructure Partners and Sempra have also achieved A ratings in EPS revisions, drawing significant investor interest that could lead to stock price increases.
- Increased Investor Interest: Ameren Corporation and Consolidated Edison, rated A-, demonstrate ongoing market interest in their growth potential, which may influence future investment decisions.
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Analyst Views on AEE
Wall Street analysts forecast AEE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AEE is 111.80 USD with a low forecast of 103.00 USD and a high forecast of 119.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
5 Buy
6 Hold
0 Sell
Moderate Buy
Current: 104.810
Low
103.00
Averages
111.80
High
119.00
Current: 104.810
Low
103.00
Averages
111.80
High
119.00
About AEE
Ameren Corporation is a public utility holding company. The Company operates through four segments: Ameren Missouri, Ameren Illinois Electric Distribution, Ameren Illinois Natural Gas, and Ameren Transmission. The Ameren Missouri segment includes all of the operations of Ameren Missouri. Ameren Missouri operates a rate-regulated electric generation, transmission, and distribution business and a rate-regulated natural gas distribution business in Missouri. The Ameren Illinois Electric Distribution segment consists of the electric distribution business of Ameren Illinois. The Ameren Illinois Natural Gas segment consists of the natural gas business of Ameren Illinois. The Ameren Transmission segment primarily consists of the aggregated electric transmission businesses of Ameren Illinois and Ameren Transmission Company of Illinois (ATXI). The Company owns an integrated transmission system that is composed of the transmission assets of Ameren Missouri, Ameren Illinois and ATXI.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Investment Strategy: Lyons emphasized that Ameren's disciplined growth strategy prioritizes investments to modernize the grid, enhancing reliability and resilience while promoting economic development in communities, ensuring consistent dividend growth alongside a solid balance sheet.
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- Inflation Metrics Analysis: The January Consumer Price Index is projected to rise by 0.29% month-over-month and 2.5% year-over-year, showing improvement but still falling short of the Fed's 2% target, potentially affecting investor rate expectations.
- Market Reaction and Risks: Recent signs of labor market weakness, including an ADP report indicating only 22,000 new private sector jobs, may heighten expectations for further Fed rate cuts, although investors remain optimistic about economic resilience.
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- Dividend Increase: Ameren Corporation's board declared a quarterly cash dividend of $0.75 per share, representing a 5.6% increase from the previous $0.71, resulting in an annualized dividend rate of $3.00, demonstrating the company's ongoing commitment to shareholder returns.
- Consecutive Growth Record: This marks the thirteenth consecutive year that Ameren has raised its dividend, with Chairman Martin J. Lyons stating that this increase reflects the board's confidence in delivering long-term value and predictable returns, thereby enhancing investor trust.
- Future Growth Expectations: Ameren anticipates that future dividend growth will align with long-term earnings-per-share growth expectations, maintaining a dividend payout ratio in the range of 50% to 60%, ensuring robust performance in cash flow and investments.
- Investment Strategy: The company emphasizes its growth strategy prioritizing investments that modernize the grid to enhance reliability and resiliency while promoting economic development in communities, ensuring consistent dividend growth while maintaining a solid balance sheet.
See More
Ameren Corporation Declares 5.6% Increase in Quarterly Cash Dividend
- Dividend Increase: Ameren Corporation has declared a quarterly cash dividend of 75 cents per share, representing a 5.6% increase from the previous 71 cents, resulting in an annualized dividend rate of $3.00, demonstrating the company's ongoing commitment to shareholder returns.
- Consecutive Growth: This marks the thirteenth consecutive year that Ameren has raised its dividend, with Chairman Martin J. Lyons expressing confidence in future profitability, anticipating that dividend growth will align with long-term earnings-per-share expectations.
- Investment Strategy: Lyons emphasized that Ameren's disciplined growth strategy prioritizes investments to modernize the grid, enhancing reliability and resilience while promoting economic development in communities, ensuring consistent dividend growth alongside a solid balance sheet.
- Dividend Payment Schedule: The dividend is payable on March 31, 2026, to shareholders of record as of March 10, 2026, ensuring timely returns for investors and further solidifying trust between the company and its shareholders.
See More
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- Dividend Announcement: Ameren Corp has declared a quarterly cash dividend of 75 cents per share.
- Shareholder Benefit: This dividend is part of the company's ongoing commitment to return value to its shareholders.
See More
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- Live Broadcast: The call will be streamed live on AmerenInvestors.com, with supporting materials posted prior to the meeting, ensuring investors have access to the latest information for in-depth analysis.
- Customer Base: Ameren Corporation serves 2.5 million electric customers and over 900,000 natural gas customers across a 64,000-square-mile area, highlighting its strong market position and influence in the Midwest region.
- Business Scope: Ameren Missouri and Ameren Illinois provide electric and natural gas transmission, distribution, and generation services, showcasing the company's diversified business operations in the energy sector.
See More
