Ameren Corp issues $750M in Senior Notes due 2035

Published 07/03/2025, 19:14
Ameren Corp issues $750M in Senior Notes due 2035

ST. LOUIS, MO – Ameren Corporation (NYSE:AEE), a Missouri-based utility company with a market capitalization of $26.6 billion, announced today the successful sale of $750 million in senior notes. The 5.375% notes, set to mature in 2035, are part of the company’s efforts to secure long-term financing. According to InvestingPro data, Ameren has maintained dividend payments for 28 consecutive years, demonstrating strong financial stability despite current trading above its Fair Value.

The offering, which took place on March 7, 2025, was conducted under an existing shelf registration statement that became effective on October 13, 2023. The transaction was facilitated by a prospectus supplement dated February 27, 2025, and the original prospectus dated from the effective date of the shelf registration.

Ameren reported net proceeds of approximately $743.8 million before expenses. The funds raised from the notes sale are expected to be used for general corporate purposes, which may include investment in infrastructure, repayment of existing debt, or other corporate expenses.

The underwriting agreement for the notes was dated February 27, 2025, and included Barclays (LON:BARC) Capital Inc., J.P. Morgan Securities LLC, Mizuho (NYSE:MFG) Securities USA LLC, MUFG Securities Americas Inc., and Wells Fargo (NYSE:WFC) Securities, LLC as representatives of the underwriters.

The notes were issued pursuant to an indenture dated December 1, 2001, between Ameren and The Bank of New York Mellon (NYSE:BK) Trust Company, N.A., as successor trustee, and other supplemental indentures. The specific terms of the notes were set forth in a company order dated March 7, 2025.

Legal opinions regarding the issuance and legality of the notes were provided by Stephen C. Lee, Esq., Vice President, Interim General Counsel and Secretary of Ameren, and by Morgan, Lewis (JO:LEWJ) & Bockius LLP.

This financial move by Ameren is part of the company’s broader strategy to maintain a strong balance sheet and ensure the availability of capital for its operations and strategic initiatives. With annual revenue of $7.32 billion and a P/E ratio of 22.12, the company continues to show solid financial performance. The information reported is based on a press release statement and InvestingPro data, which offers comprehensive analysis through its Pro Research Report, available for over 1,400 US stocks including Ameren.

In other recent news, Ameren Corporation reported its fourth-quarter 2024 earnings, showcasing a mixed performance with an earnings per share (EPS) of $0.77, which fell short of the forecasted $0.81. However, the company exceeded revenue expectations, reporting $1.94 billion compared to the anticipated $1.92 billion. Ameren also announced a comprehensive five-year capital expenditure plan of $26.3 billion for 2025-2029, a 20% increase from its previous plan, which aims to support a 9.2% rate base growth through 2029. Analysts from BMO Capital Markets, Mizuho Securities, and Jefferies have responded positively to Ameren’s strategic plans, with all three firms raising their price targets to $105 or higher, while maintaining favorable ratings. BMO and Jefferies revised their EPS projections for Ameren, reflecting confidence in the company’s growth strategy and ability to execute its plans. Additionally, Ameren confirmed its 2025 EPS guidance of $4.85 to $5.05, aligning with consensus estimates. The company also extended its long-term EPS compound annual growth rate (CAGR) projection of 6-8% through 2029, bolstered by strategic investments and infrastructure improvements.

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