8-K ·Filed Jun 26, 2026

AEE

AMEREN CORP
NEUTRAL
Impact 4/10
Horizonmonths Processed3mo ago SEC0001104659-26-078317
8-K context-dependent: Items 8.01
Actionable Insight • Neutral

Monitor the MoPSC proceeding for interim orders and final decision by May 2027. The rate case is a positive catalyst if approved near the requested amount, but the long timeline limits near-term impact. Watch for any settlement or partial approval signals.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
AEE ▼ -11.28% at T+60d
NEUTRAL call ✗ call lost -11.28% · α vs SPY -15.67% · entry $114.59 → $101.66
Entry anchored
Jun 26, 03:59 PM ET
via exchange tick
T+1d
-1.35%
call -1.35% · α -2.13%
$113.04
settled 3mo ago
T+5d
-1.40%
call -1.40% · α -2.78%
$112.99
settled 3mo ago
T+20d
-0.71%
call -0.71% · α -0.43%
$113.78
settled 2mo ago
T+60d
-11.28%
call -11.28% · α -15.67%
$101.66
settled 10d ago

Price Chart

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Executive Summary

Ameren Missouri filed a rate case request with the Missouri Public Service Commission seeking a $343 million annual revenue increase for electric service, based on a 10.25% return on equity and a $16.7 billion rate base. The MoPSC has up to 11 months to decide, with new rates expected by June 2027. This is a routine regulatory filing with a material request, but the outcome is uncertain and distant.

Key Facts

  • Ameren Missouri filed a request to increase annual electric revenues by $343 million.
  • Requested return on common equity is 10.25% with a capital structure of 52% common equity.
  • Rate base is $16.7 billion, test year ended March 31, 2026, with true-up to December 31, 2026.
  • MoPSC decision expected by May 2027, new rates effective by June 2027.
  • Also requested continued use of fuel adjustment clause and various trackers.

Financial Impact

Requested $343 million annual revenue increase; outcome uncertain and subject to regulatory approval.

revenueearnings

Risk Factors

  • MoPSC may approve less than the full $343 million request.
  • Regulatory lag could delay revenue recognition beyond June 2027.
  • Denial of requested trackers could reduce cost recovery.

Market Snapshot

Exchange
NYSE
Sector
Electric & Other Services Combined
Analyst Consensus
59% bullish (22 analysts)

Investment Themes

Traditional Energy

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-078317
Document: 0001104659-26-078317-index-headers.html0001104659-26-078317
Document: 0001104659-26-078317-index.html0001104659-26-078317
Document: 0001104659-26-078317.txt0001104659-26-078317
14 reports for AEE
Performance horizon
100% Hit rate 5 of 5 directional calls best @ T+20▲ +2.81%Aug 4, 2026
Filters
Rows
Reports for AEE — sortable, filterable
TypeNow
Aug 24, 2026
5w ago
8-K
NEUTRAL ★ 3/10
$107.16 $101.66▼ −5.13%▼ −6.45%$99.94 (−6.74%)
Aug 17, 2026
6w ago
Press Release
NEUTRAL ★ 3/10
$109.67 $103.75▼ −5.40%▼ −4.41%$99.94 (−8.87%)
Aug 14, 2026
7w ago
Press Release
NEUTRAL ★ 2/10
$109.74 $103.97▼ −5.26%▼ −3.27%$99.94 (−8.93%)
Aug 4, 2026
8w ago
424B5
BEARISH ★ 5/10
$108.95 $105.89▲ +2.81%▲ +2.21%$99.94 (+8.27%)
Aug 4, 2026
8w ago
S-3ASR
NEUTRAL ★ 3/10
$109.44 $106.09▼ −3.06%▼ −1.82%$99.94 (−8.68%)
Aug 4, 2026
8w ago
Institutional Cluster
MIXED ★ 4/10
$109.44 $106.09▼ −3.06%▼ −1.82%$99.94 (−8.68%)
Jul 30, 2026
9w ago
Press Release
MIXED ★ 5/10
$109.61 $106.12▼ −3.18%▼ −6.17%$99.94 (−8.82%)
Jul 9, 2026
12w ago
Press Release
BULLISH ★ 6/10
$112.94 $108.84▼ −3.63%▼ −6.06%$99.94 (−11.51%)
Jun 29, 2026
13w ago
8-K
NEUTRAL ★ 3/10
$114.59 $113.78▼ −0.71%▼ −0.43%$99.94 (−12.78%)
Jun 26, 2026
13w ago
8-K
NEUTRAL ★ 4/10
$114.59 $113.78▼ −0.71%▼ −0.43%$99.94 (−12.78%)
Showing 10 of 14

US Market Status

Market Closed — Opens Mon (65h 2m)

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