Company facts
- Industry
- Electric & Other Services Combined
- Headquarters
- St Louis, Missouri
- Most recent report
- 10-Q, filed Nov 6, 2026
- Incorporated
- Missouri
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 1002910
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 46
News 8 of 162
Prospectuses and Registrations 8 of 50
- 424B2 Prospectus supplement for an offering Sep 9, 2026
- FWP Free writing prospectus Sep 8, 2026
- 424B3 Prospectus supplement for an offering Sep 8, 2026
- 424B5 Prospectus supplement for an offering Aug 4, 2026
- S-3ASR Automatic shelf registration Aug 4, 2026
- S-3ASR Automatic shelf registration May 15, 2026
- 424B2 Prospectus supplement for an offering Feb 27, 2026
- FWP Free writing prospectus Feb 26, 2026
Proxies 8 of 35
- DEFA14A Extra proxy material Mar 31, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 31, 2026
- PX14A6G Shareholder's own proxy material Apr 30, 2025
- DEFA14A Extra proxy material Apr 28, 2025
- DEFA14A Extra proxy material Mar 27, 2025
- DEFA14A Extra proxy material Mar 25, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 25, 2025
- DEFA14A Extra proxy material Apr 5, 2024
Ownership 8 of 677
- 4 Insider reported a trade Nov 5, 2026
- 144 Notice of a proposed sale of restricted stock Nov 3, 2026
- 4 Insider reported a trade Sep 14, 2026
- 4 Insider reported a trade Aug 20, 2026
- 4 Insider reported a trade Aug 17, 2026
- 4 Insider reported a trade Aug 5, 2026
- 144 Notice of a proposed sale of restricted stock Aug 3, 2026
- 4 Insider reported a trade Jul 6, 2026
Other 8 of 30
- 305B2 Sep 8, 2026
- 11-K Employee stock plan report Jun 26, 2026
- ARS Annual report sent to shareholders Mar 31, 2026
- 11-K Employee stock plan report Jun 25, 2025
- ARS Annual report sent to shareholders Mar 25, 2025
- 11-K Employee stock plan report Jun 25, 2024
- UPLOAD Comment letter from SEC staff Apr 18, 2024
- CORRESP Reply to SEC staff Apr 10, 2024
What to read: Sep 2026 10-Q
SECSift found 2 of 11 sections worth reading, with 1 positive, 15 notable, and 1 negative flags.
Financial Statements (Item 1)
Financial statements and notes with material debt, equity, and regulatory details.Notable- Ameren Missouri filed for a $343M annual electric revenue increase, based on 10.25% ROE and $16.7B rate base. Decision expected by May 2027.
- Ameren Missouri plans ~$5B in capital expenditures for generation and storage projects, including 800-MW Castle Bluff and 400-MW Big Hollow.
- Ameren Illinois has $529M of natural gas capital investments from 2021-2023 under QIP reconciliation, with $30M challenged by Illinois AG.
- ATXI awarded three competitive bid projects with total estimated investment of ~$1.2B, based on MISO cost estimate.
- Ameren increased ATM program by $2B to $5B; $2B of stock still available for sale as of September 30, 2026.
- Ameren has forward sale agreements for 19.4M shares that could deliver $2B in cash if physically settled.
- Ameren issued $900M of junior subordinated notes at 6.45% fixed until 2032, then floating. Proceeds used for general corporate purposes.
- Ameren Missouri received $550M capital contribution from parent in first nine months of 2026.
Management's Discussion (Item 2)
MD&A with detailed segment results, rate cases, large capex plan, and equity financing.Notable- Ameren Missouri executed 2.8 GW of large load electric service agreements; demand starts H2 2027.
- Ameren Illinois requesting recovery of $28M in 2025 electric distribution cost reconciliation.
- Ameren Transmission net income fell $41M in Q3 2026 due to absence of 2025 tax benefit revaluation.
- Ameren Missouri O&M up $72M in 9M 2026 on reliability, vegetation, and outage costs.
- Equity financing plan ~$5B from 2027-2031; ATM increased by $2B to $5B total in August 2026.
- Cash from operations fell $204M in 9M 2026 vs 9M 2025, partly due to $223M drop in tax credit proceeds.
- Capex plan up to $46.0B from 2026-2031, with $31.3B at Ameren Missouri for generation and grid.
What changed: Sep 2026 vs. Jun 2026
About 13% of AEE's Sep 2026 10-Q is new information. 83 paragraphs were added, 289 changed, and 71 removed. Below are the most important lines SECSift identified.
New
- Added Exhibit 4.2: Note Purchase Agreement for Ameren Transmission Company of Illinois, dated August 6, 2026.
- Added Exhibit 4.3: Indenture for subordinated debt securities, dated September 1, 2026, with The Bank of New York Mellon as trustee.
- Added Exhibit 4.4: Company Order establishing Junior Subordinated Notes due 2057, dated September 18, 2026.
Changed
- Ameren invested $4.1B in rate-regulated businesses in nine months ended Sep 30, 2026, up from $2.7B in six months ended Jun 30, 2026.
- Capital expenditures rose to $4,089 million for nine months ended September 30, 2026 from $3,118 million in 2025.
- Issuances of long-term debt increased to $3,234 million for nine months ended September 30, 2026 from $1,960 million in 2025.
- Net cash provided by operating activities fell to $2,193 million for nine months ended September 30, 2026 from $2,397 million in 2025.
- Net income attributable to Ameren common shareholders rose to $676 million for Q3 2026 from $640 million in Q3 2025.
- Total assets increased to $52,767 million at September 30, 2026 from $48,476 million at December 31, 2025.
- Exhibit 4.1 now covers Ameren Illinois 5.50% bonds due 2036, replacing Ameren Missouri 5.75% bonds due 2056.
- Conclusion now says 'effective to provide reasonable assurance' instead of just 'assurance'.
- In October 2026, MoPSC approved CCNs for Millcreek, Huck Finn, Castle Bluff battery storage and Ringer, Tom Sawyer solar projects.
Everything here comes from Ameren Corp's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 6, 2026, from the 10-Q for Sep 2026.