Filings monitor · AEE

What AMEREN CORP's SEC filings said

10-Q for 2026Q3, filed 6 Nov 2026. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Equity Capital Raise89 · importance in its document · 10-Q · 2026Q3
   Ameren increased its ATM program availability by $2 billion in August 2026, bringing the total program size to $5 billion; approximately $2 billion remained available at September 30, 2026. No shares were issued under the ATM program in…
2. Capital Expenditure Program76 · importance in its document · 8-K exhibit · 5 Nov 2026
   Capital expenditures for the first nine months of 2026 were $4.089 billion, compared with $3.118 billion in the same period of 2025, an increase of $971 million, or 31.1%. The company’s longer-term plan calls for $38.1 billion of…
3. Guidance and Outlook74 · importance in its document · 8-K exhibit · 5 Nov 2026
   Ameren raised its 2026 diluted EPS guidance range to $5.35–$5.55 from $5.25–$5.45 and established 2027 guidance of $5.70–$5.90 per share. The company expects 8%–10% annual EPS compound growth from 2027 through 2031, using the 2027…
4. Energy Efficiency Investment Plan65 · importance in its document · 10-Q · 2026Q3
   Ameren Illinois’ updated electric energy-efficiency plan proposes investments of up to $192 million in 2027, $239 million in 2028, and $276 million in 2029. The ICC’s decision on the plan was expected in November 2026. The plan follows an…
5. Rate Case Outcomes62 · importance in its document · 10-Q · 2026Q3
   In June 2026, Ameren Missouri requested a $343 million annual increase in electric-service revenues, with a MoPSC decision expected by May 2027 and new rates expected by June 2027. Ameren Illinois and ATXI’s 2027 electric-transmission…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 6 Nov 2026

Full report

• Equity Capital RaiseImportance 89
  Ameren increased its ATM program availability by $2 billion in August 2026, bringing the total program size to $5 billion; approximately $2 billion remained available at September 30, 2026. No shares were issued under…
• Energy Efficiency Investment PlanImportance 65
  Ameren Illinois’ updated electric energy-efficiency plan proposes investments of up to $192 million in 2027, $239 million in 2028, and $276 million in 2029. The ICC’s decision on the plan was expected in November 2026.…
• Capital Expenditure ProgramImportance 64 · +1 more on this subject
  Ameren estimates capital expenditures of up to $46.0 billion from 2026 through 2031: up to $31.3 billion at Ameren Missouri, $10.5 billion at Ameren Illinois, and $4.2 billion at ATXI. The program targets electric and…
• Rate Case OutcomesImportance 62
  In June 2026, Ameren Missouri requested a $343 million annual increase in electric-service revenues, with a MoPSC decision expected by May 2027 and new rates expected by June 2027. Ameren Illinois and ATXI’s 2027…
• Illinois Energy Efficiency LawImportance 59
  The CRGA was enacted in January 2026 and became effective in June 2026, increasing Ameren Illinois’ annual energy-efficiency spending caps for 2027–2029. Ameren Illinois’ May 2026 plan requests annual electric…
• Large Load Customer DemandImportance 54
  Ameren Missouri executed electric-service agreements in 2026 with large-load customers representing 2.8 gigawatts of demand, expected to begin materializing in the second half of 2027 and reach full capacity in 2030.…
• Liquidity and Cash PositionImportance 50
  The Ameren Companies’ multiyear credit agreements provide a combined $3.2 billion of credit through December 2030, with an option to increase the total to $4.0 billion. Ameren had a working-capital deficit at September…
• Debt and Liquidity PositionImportance 44
  Ameren issued $3.2 billion of long-term debt in the first nine months of 2026 and used the net proceeds to repay short-term debt, including borrowing used to refinance $350 million of long-term maturities, and for…
• Tax Credit TransfersImportance 44
  Ameren Missouri expects to transfer approximately $2.9 billion of production and investment tax credits to unrelated parties from 2026 through 2031 under the IRA and OBBBA. Transfer proceeds are included in Ameren…
• Fuel and Purchased Power CostsImportance 42
  Ameren electric fuel and purchased power expenses decreased $315 million, or 15%, in the nine months ended September 30, 2026, compared with the year-ago period. Ameren Missouri expenses declined $390 million, or 27%,…
• Transmission Rate RequirementsImportance 42
  Ameren Illinois and ATXI’s 2027 electric-transmission revenue requirements are $749 million and $319 million, respectively, increases of $64 million and $53 million from 2026, primarily due to higher expected rate…
• Renewable Generation TransitionImportance 40
  Ameren’s ambition remains net-zero carbon emissions by 2045, but it will no longer maintain interim emissions-reduction goals. Ameren Missouri’s September 2026 preferred resource plan includes 1,300 MW of solar by…

8-K filings last 12 months

• Guidance raised5 Nov 2026 · 8-K Item 2.02 · Flagged · rule score 60
  “Raising 2026 Earnings Guidance Range to $5.35 to $5.55 per Diluted Share”
  Read from the attached exhibit: Capital Expenditure Program · Guidance and Outlook · Capital Expenditure Outlook
• Results (release not read)30 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)5 May 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)11 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
• Management change (filing not read)9 Feb 2026 · 8-K Item 5.02 · Routine · rule score 20
• Management change (filing not read)15 Dec 2025 · 8-K Item 5.02 · Routine · rule score 20
• New debt10 Dec 2025 · 8-K Items 1.01, 2.03 · Routine · rule score 25

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.