Citable filing context
AEE's research view summarizes recent SEC filing context, starting with other from Aug 4, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 4, 2026 | other | Ameren increased its equity distribution program capacity by $2 billion, totaling $2.2667 billion available for common stock sales. |
| Jul 30, 2026 | earnings | Ameren reported second quarter 2026 net income of $314 million, or $1.13 per diluted share. |
| Jun 29, 2026 | debt_offering | Union Electric Company sold $500 million of 5.75% First Mortgage Bonds due 2056. |
| Jul 30, 2026 | Guidance: earnings per diluted share | 5.25 to 5.45 |
| Dec 20, 2024 | Guidance: revenue_requirement | 1367.00 to 1367.00 |
| Dec 20, 2024 | Guidance: revenue_requirement | 1422.00 to 1422.00 |
| Aug 3, 2026 | mda_quarterly | Ameren’s financial performance for the first half of 2026 reflects strong growth driven by significant infrastructure investments across its rate-regulated segments. Net income attributable to common shareholders rose to $671 million ($2.41 per diluted share) for the six months ended June 30, 2026, up from $564 million ($2.08 per diluted share) in the prior-year period. This growth was primarily fueled by increased rate base investments at Ameren Transmission and Ameren Illinois, alongside higher base rate revenues at Ameren Missouri following the April 2025 electric rate order. Key operational trends include a strategic focus on grid reliability and renewable energy, evidenced by $2.7 billion in capital expenditures during the first half of 2026. Ameren Missouri is actively expanding its generation portfolio, including the recent acquisition of the 300-MW Split Rail Solar Project and ongoing development of the Big Hollow natural gas and battery storage projects. Additionally, the company is positioning for future demand growth, having secured electric service agreements with large load customers representing 2.8 gigawatts of potential demand. Risks remain centered on regulatory outcomes, including Ameren Missouri’s June 2026 request for a $343 million electric revenue increase and ongoing reconciliation adjustments in Illinois. While the company maintains robust liquidity, management continues to navigate inflationary pressures and the operational complexities of transitioning its generation fleet. |
| May 8, 2026 | mda_quarterly | Ameren’s financial performance for the first quarter of 2026 reflects strong growth, with net income attributable to common shareholders rising to $357 million ($1.28 per diluted share) from $289 million ($1.07 per diluted share) in the prior-year period. This improvement was driven by increased infrastructure investments across all segments, including rate-regulated projects at Ameren Missouri and Ameren Illinois, and the impact of recent regulatory rate orders. Key operational highlights include significant capital deployment, with $1.6 billion invested in rate-regulated businesses. Ameren Missouri continues to execute its generation transition, notably acquiring the 300-MW Split Rail Solar Project in February 2026 and securing regulatory approvals for the Big Hollow natural gas and battery storage projects. Additionally, Ameren Missouri has signed electric service agreements with large load customers representing 2.8 gigawatts of demand. Regulatory activity remains a primary focus, particularly in Illinois, where Ameren Illinois is navigating appeals regarding Multi-Year Rate Plan (MYRP) orders and natural gas delivery service rate reviews. The company maintains a robust liquidity position, with $2.0 billion in net available liquidity as of March 31, 2026. Ameren continues to utilize its at-the-market (ATM) equity program and forward sale agreements to fund its $4 billion equity financing plan through 2030. |
Source: SEC EDGAR filing text and events; period Aug 4, 2026; filed Aug 4, 2026.
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