Oak Thistle LLC has invested $5.32 million in Ameren Corporation (AEE). The corporation's performance in Q4 and its new debt issuance may impact the narrative around its grid modernization. Ameren's earnings strength and its new bond issuance for data center growth could influence investors' responses. Additionally, buy ratings have been initiated for Ameren and Evergy by BTIG. Despite Ameren hitting a new one-year high, some believe its shares may have run up too fast. However, Ameren's affirmed guidance for 2026 earnings and long-term growth had been announced. Some critics have, however, downgraded Ameren to 'Sell'. Strong Q4 2025 earnings have invited a closer look at Ameren's valuation. Ameren has increased its quarter cash dividend by 5.6% for 13 consecutive years of growth. JP Morgan has retained an equal rating for Ameren, and Wells Fargo has raised its price target to $113, maintaining an 'Overweight' rating. Ameren has also witnessed leadership changes and the inclusion of Jamie Engstrom on its board of directors.
