| Profitability | 53/100 |
| Growth | 60/100 |
| Momentum | 87/100 |
| Quality | 67/100 |
| Earnings Quality | 79/100 |
| Balance Sheet | 26/100 |
| Value | 56/100 |
| Risk (safety) | 15/100 |
| Overall | 43.0/100 |
| Symbol | IS Score |
|---|---|
| DTE | 32 |
| FE | 36 |
| CNP | 42 |
| PPL | 43 |
| ES | 42 |
| PCG | 46 |
| AEE | 43 |
These two disagree — business quality 43, price structure 77 out of 100, so the price reads better than the business does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 55 and holds two consecutive quarters | now 43.0 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 49 → 44 → 46 → 43 | the direction matters more than the level |
| Technical vote share back above 50% | now 82% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 956 → now 956 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% |
|---|---|---|---|---|
| 2026 Q2 | 956 | 246.9M | $23.6B | 89.3% |
| 2026 Q1 | 933 | 234.0M | $21.9B | 84.6% |
| 2025 Q4 | 883 | 231.8M | $18.9B | 83.8% |
| 2025 Q3 | 824 | 230.6M | $18.9B | 83.3% |
| 2025 Q2 | 801 | 231.4M | $17.5B | 83.7% |
| 2025 Q1 | 809 | 221.8M | $17.6B | 80.2% |
| 2024 Q4 | 740 | 221.1M | $15.4B | 80.0% |
| 2024 Q3 | 685 | 214.2M | $14.7B | 77.5% |
| 2024 Q2 | 665 | 209.8M | $12.1B | 75.8% |
| 2024 Q1 | 666 | 208.6M | $12.5B | 75.4% |
| 2023 Q4 | 683 | 210.4M | $12.6B | 76.1% |
| 2023 Q3 | 669 | 206.4M | $13.3B | 74.6% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Flores Rafael | director | 2026-09-11 | SELL | 248 | $0.03M | 13,888 |
| Martin Ryan J | SVP Finance | 2026-08-20 | SELL | 500 | $0.05M | 25,595 |
| Martin Ryan J | SVP Finance | 2026-08-18 | SELL | 471 | $0.05M | 26,008 |
| Shaw Theresa A | SVP and CATO | 2026-08-14 | SELL | 325 | $0.04M | 32,340 |
| Moehn Michael L | Group President, Utilities | 2026-08-03 | SELL | 6,500 | $0.71M | 199,689 |
| Smith Patrick E | Chairman & President of Sub | 2026-07-01 | A-Award | 280 | — | 20,275 |
| Melda Aaron P | Chairman & President of Sub | 2026-07-01 | A-Award | 2,520 | — | 6,251 |
| Arora Ajay K | EVP of Subsidiary | 2026-07-01 | A-Award | 716 | — | 23,119 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 12 | 51,535 | $5.7M | Counted |
| F — Tax withholding | 11 | 59,081 | $6.7M | None — compensation |
| G — Gifts | 1 | 450 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-08-03 | Moehn Michael L | 6,500 | $0.7M |
| 2026-05-01 | Moehn Michael L | 6,500 | $0.7M |
| 2026-03-03 | Lyons Martin J | 26,818 | $3.0M |
| 2026-02-17 | Flores Rafael | 1,600 | $0.2M |
| Trailing 12 mo | 8 filings | 57,143 | $6M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-28 | SCHEDULE 13G | Vanguard Portfolio Management | 5.74% | 15.9M sh |
| 2026-03-26 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| 2026-02-17 | SCHEDULE 13G/A | T. Rowe Price Associates, Inc. | 8.10% | 21.8M sh |
| 2026-01-21 | SCHEDULE 13G/A | BlackRock, Inc. | 8.10% | 21.9M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-09-25 | 2026-10-09 |
| Julie Johnson | House | SELL | $1,001 - $15,000 | 2025-09-25 | 2025-10-08 |
| Julie Johnson | House | SELL | $1,001 - $15,000 | 2025-09-24 | 2025-10-08 |
| Thomas R. Carper | Senate | SELL | $1,001 - $15,000 | 2016-06-24 | 2016-07-01 |
| Thomas R. Carper | Senate | SELL | $1,001 - $15,000 | 2016-06-24 | 2016-06-30 |
| Thomas Richard Carper | Senate | SELL | $1,001 - $15,000 | 2016-06-24 | 2016-06-30 |
| Manager | Shares | Value |
|---|---|---|
| Assenagon Asset Management S.A. | 437,938 | $44M |
| Gateway Investment Advisers Llc | 289,317 | $29M |
| Fjarde Ap-Fonden /Fourth Swedish N | 124,103 | $12M |
| Ifm Investors Pty Ltd | 88,071 | $9M |
| Czech National Bank | 79,544 | $8M |
| Krilogy Financial Llc | 70,439 | $7M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $876M |
| VTI | 0.0% | $876M |
| VTSAX | 0.0% | $876M |
| VSMPX | 0.0% | $876M |
| VFIAX | 0.0% | $722M |
| VFFSX | 0.0% | $722M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Ubsa Ubs Ats | 1.5M | 41 sh |
| Sgmt Sigma X2 | 1.2M | 42 sh |
| Ebxl Level Ats | 1.1M | 25 sh |
| Mlix Instinct X | 0.8M | 63 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 0.8M | 34 sh |
| Mspl Ms Pool (Ats-4) | 0.7M | 172 sh |
Moat score 39/100 — None; primary source Cost Advantage.
| Officer | Title |
|---|---|
| Martin J. Lyons Jr. | President, Chief Executive Officer & Chairman of the Board |
| Michael L. Moehn | Group President, Ameren Utilities |
| Leonard Singh | Executive VP & CFO |
| Shawn E. Schukar | Chairman & President of Ameren Transmission Company of Illinois |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +10.4% | +24.4% | -5.7% | +1.6% | +15.4% |
| Gross profit | +4.7% | +11.8% | +3.7% | +5.4% | -28.7% |
| Operating income | +2.5% | +13.7% | +2.8% | -2.7% | +33.6% |
| Net income | +13.7% | +8.5% | +7.3% | +2.6% | +23.2% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 6.4 | 8.0 | 7.5 | 7.6 | 8.8 | |
| Cost of revenue | 3.4 | 4.6 | 4.0 | 4.0 | 6.2 | |
| Gross profit | 3.0 | 3.3 | 3.5 | 3.7 | 2.6 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | -0.1 | -0.2 | -0.3 | 0.0 | 0.0 | |
| Operating income | 1.3 | 1.5 | 1.6 | 1.5 | 2.0 | |
| EBITDA | 2.8 | 3.2 | 3.4 | 3.5 | 3.7 | |
| D&A | 1.3 | 1.4 | 1.5 | 1.6 | 1.7 | |
| Pretax income | 1.2 | 1.3 | 1.3 | 1.3 | 1.6 | |
| Income tax | 0.2 | 0.2 | 0.2 | 0.1 | 0.1 | |
| Net income | 1.0 | 1.1 | 1.2 | 1.2 | 1.5 | |
| Diluted EPS ($) | 3.84 | 4.14 | 4.38 | 4.42 | 5.35 | |
| Diluted shares (M) | 258 | 260 | 263 | 267 | 272 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.0 | 0.0 | 0.0 | 0.0 | |
| ST investments | 0.2 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 1.1 | 0.9 | 1.0 | 1.2 | |
| Total current assets | 2.7 | 2.2 | 2.3 | 2.6 | |
| PP&E (net) | 31.3 | 33.8 | 36.3 | 39.3 | |
| Goodwill + intangibles | 0.4 | 0.4 | 0.4 | 0.4 | |
| Total assets | 37.9 | 40.8 | 44.6 | 48.5 | |
| Accounts payable | 1.2 | 1.1 | 1.1 | 1.3 | |
| Short-term debt | 1.4 | 1.4 | 1.5 | 1.6 | |
| Deferred revenue | 0.0 | 0.0 | 0.2 | 0.0 | |
| Total current liabilities | 3.4 | 3.3 | 3.4 | 3.9 | |
| Long-term debt | 13.7 | 15.1 | 17.3 | 18.2 | |
| Total liabilities | 27.3 | 29.4 | 32.4 | 34.9 | |
| Shareholders' equity | 10.6 | 11.5 | 12.2 | 13.5 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 1.1 | 1.2 | 1.2 | 1.5 | |
| D&A | 1.4 | 1.5 | 1.6 | 1.7 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.5) | (0.3) | (0.2) | (0.1) | |
| Operating cash flow | 2.3 | 2.6 | 2.8 | 3.4 | |
| Capital expenditures | (3.4) | (3.8) | (4.4) | (4.1) | |
| Investing cash flow | (3.4) | (3.8) | (4.5) | (4.1) | |
| Buybacks | 0.0 | 0.0 | 0.0 | 0.0 | |
| Dividends paid | (0.6) | (0.7) | (0.7) | (0.8) | |
| Debt issuance / (repay) | 1.5 | 1.7 | 2.2 | 1.1 | |
| Financing cash flow | 1.2 | 1.3 | 1.7 | 0.9 | |
| Free cash flow | (1.1) | (1.2) | (1.6) | (0.8) |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 10.6% | 10.6% | 10.5% | 10.1% | 11.4% | 12% | |
| ROA | 2.9% | 2.9% | 2.9% | 2.8% | 3.1% | 3.1% | |
| ROIC | 4.9% | 5.1% | 4.8% | 4.6% | 5.6% | 4.0% | |
| Gross margin | 46.8% | 42.0% | 46.2% | 47.9% | 29.6% | 41.1% | |
| Operating margin | 20.8% | 19.0% | 20.8% | 19.9% | 23.0% | 24.9% | |
| Net margin | 15.5% | 13.5% | 15.4% | 15.5% | 16.5% | 17.9% | |
| EBITDA margin | 44.0% | 40.0% | 45.4% | 46.4% | 42.0% | 48.4% | |
| FCF margin | -29.1% | -14.0% | -16.1% | -21.6% | -9.1% | — | |
| VALUATION | |||||||
| P/E | 20.64 | 19.61 | 15.57 | 19.70 | 18.77 | 18.5 | |
| P/B | 2.11 | 2.00 | 1.58 | 1.92 | 2.04 | 2.1 | |
| P/S | 3.20 | 2.65 | 2.39 | 3.05 | 3.11 | 3.36 | |
| P/FCF | -10.97 | -18.85 | -14.86 | -14.14 | -34.12 | -20.9 | |
| EV/EBITDA | 12.10 | 11.29 | 10.10 | 11.67 | 11.78 | 12.1 | |
| EV/Revenue | 5.32 | 4.51 | 4.59 | 5.51 | 5.36 | 5.8 | |
| Earnings yield | 4.8% | 5.1% | 6.4% | 5.1% | 5.3% | 5.33% | |
| FCF yield | -9.1% | -5.3% | -6.7% | -7.1% | -2.9% | -4.79% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.70 | 0.79 | 0.65 | 0.66 | 0.66 | 0.53 | |
| Quick ratio | 0.49 | 0.59 | 0.43 | 0.44 | 0.46 | 0.37 | |
| Debt / equity | 1.40 | 1.44 | 1.45 | 1.55 | 1.48 | 1.59 | |
| Debt / assets | 38.1% | 39.8% | 40.4% | 42.0% | 40.9% | 42.6% | |
| Net debt / EBITDA | 4.83 | 4.67 | 4.84 | 5.20 | 4.95 | 5.14 | |
| Interest coverage | 4.01 | 3.58 | 3.37 | 2.92 | 3.06 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.19 | 0.22 | 0.19 | 0.18 | 0.19 | 0.17 | |
| Receivables turnover | 9.01 | 8.94 | 8.07 | 9.05 | 9.02 | 6.9 | |
| DSO (days) | 41 | 41 | 45 | 40 | 40 | 53 | |
| DPO (days) | 110 | 89 | 104 | 101 | 78 | 71 | |
| Cash conversion cycle | -10 | 1 | 5 | 8 | 14 | 39 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 10.4% | 24.4% | -5.7% | 1.6% | 15.4% | — | |
| Net income growth | 13.7% | 8.5% | 7.3% | 2.6% | 23.2% | — | |
| EPS growth | 9.6% | 7.9% | 5.7% | 0.7% | 21.0% | — | |
| FCF growth | -18.4% | 40.0% | -8.1% | -36.5% | 51.4% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 3.82 | 4.13 | 4.36 | 4.40 | 5.32 | 5.65 | |
| Book value / share | 37.47 | 40.38 | 42.99 | 45.05 | 48.96 | 49.95 | |
| Revenue / share | 24.70 | 30.58 | 28.41 | 28.35 | 32.15 | 31.63 | |
| FCF / share | -7.19 | -4.29 | -4.57 | -6.12 | -2.93 | -5.09 | |
| Cash / share | 0.06 | 0.96 | 0.09 | 0.03 | 0.05 | 0.04 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.1% | 0.0% | 0.0% | 0.0% | 0.0% | — | |
| Altman Z-Score | 0.89 | 0.94 | 0.81 | 0.86 | 0.93 | 0.9 | |
| Piotroski F-Score | 5 | 6 | 5 | 4 | 6 | 5/9 | |
| Beneish M-Score | -2.31 | -2.32 | -3.05 | -2.26 | -2.15 | -2.54 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 5 / 9 | Middling | |
| Altman Z-Score | 0.9 | Distress (<1.81) | Distress |
| Income quality | 2.07 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.54 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.91 |
| Interest burden | 0.68 |
| Operating margin | 29.1% |
| Asset turnover | 0.18× |
| Financial leverage | 3.76× |
| = ROE | 12% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.75 |
| Earnings stability | 0.88 |
| Earnings persistence | 0.89 |
| Revenue CAGR 3y | 2.3% |
| EPS CAGR 3y | 9.8% |
| FCF CAGR 3y | — |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| DTE | $27.0B | 20.4 | 11% | 8.5% | +14.4% | 4/9 | -7.5% |
| FE | $26.7B | 24.6 | 8% | 7.9% | +12.6% | 4/9 | -0.3% |
| CNP | $26.7B | 23.9 | 10% | 11.3% | +7.1% | 7/9 | +2.8% |
| PPL | $26.5B | 27.6 | 9% | 10.9% | +6.7% | 6/9 | -2.7% |
| ES | $25.2B | 17.3 | 9% | 1.8% | +7.8% | 7/9 | — |
| PCG | $35.1B | 9.5 | 10% | 12.9% | +5.7% | 7/9 | — |
| WEC | $35.4B | 20.9 | 12% | 14.5% | +8.9% | 5/9 | — |
| PEG | $35.6B | 17.7 | 12% | 13.1% | +12.7% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $9.04B | $9.49B / $8.81B | $5.40 | $5.44 / $5.38 | 6 |
| FY2027 | $9.61B | $10.16B / $9.26B | $5.80 | $5.87 / $5.70 | 6 |
| FY2028 | $10.26B | $11.07B / $9.45B | $6.32 | $6.39 / $6.25 | 4 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $111.20 | +4.8% | 5 |
| Last Quarter | $116.60 | +9.9% | 10 |
| Last Year | $115.66 | +9.0% | 35 |
| All Time | $105.80 | -0.3% | 65 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $101.46 | +4.62 | +4.55% | Above |
| SMA 50 | $104.42 | +1.66 | +1.59% | Above |
| SMA 200 | $107.91 | -1.83 | -1.70% | Below |
| EMA 9 | $103.48 | +2.60 | +2.51% | Above |
| EMA 21 | $102.81 | +3.27 | +3.18% | Above |
| EMA 50 | $104.28 | +1.80 | +1.73% | Above |
| EMA 200 | $105.98 | +0.10 | +0.09% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $104.53 / $105.38 / $107.00 | S1 / S2 | $102.91 / $102.06 |
| Bollinger (20,2) | $97.46 – $105.45 | Squeeze | Off |
| 52-wk range | $96.57 – $118.32 | Off 52-wk high | -10.3% |
| ATR (14) | $1.68 (1.6%) | Historical vol | 15.2% |
| Computed from live weekly prices | AEE | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 2.28% | 1.83% |
| Best / worst week (1y) | +4.6% / -6.2% | — |
| Max drawdown (5y, monthly) | -26.3% | — |
| 1-week VaR (95%) | -5.2% | — |
| Beta (5y) | 0.47 | 1.00 |
| Reading | AEE | Regulated Electric n=445 | Utilities n=1,247 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +16.6 | -9.5 | -13.6 | -20.5 |
| Trend | +20.9 | -2.4 | -17.2 | -21.3 |
| Momentum | +52.5 | +7.1 | -4.2 | -15.8 |
| Volume | +40.0 | +0.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Martin J. Lyons, Jr. Chairman, President and | $14.1M | 82% equity+incentive |
| Michael L. Moehn Group President, Ameren Uti | $6.4M | 78% equity+incentive |
| Leonard P. Singh Executive Vice President an | $3.6M | 73% equity+incentive |
| Fadi M. Diya Former Senior Vice President an | $3.4M | 46% equity+incentive |
| Mark C. Birk Former Chairman and President, | $2.9M | 66% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 56 |
| Social | 68 |
| Governance | 77 |
| Composite ESG | 67 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-09-28 | Other Events | 8.01 |
| 2026-09-18 | Other Events; Exhibits | 8.01,9.01 |
| 2026-08-24 | Other Events; Exhibits | 8.01,9.01 |
| 2026-08-04 | Other Events; Exhibits | 8.01,9.01 |
| 2026-07-30 | Earnings Release; Other Events; Exhibits | 2.02,8.01,9.01 |
| 2026-06-29 | Other Events; Exhibits | 8.01,9.01 |
| 2026-06-26 | Other Events | 8.01 |
| 2026-05-18 | Shareholder Vote | 5.07 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2020 to 2025 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-11-04 to 2026-07-30 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 114 rows · 1998 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-03-05 to 2026-09-11 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-01-21 to 2026-04-28 |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.