Ameren Missouri announced that the Missouri Public Service Commission approved the Big Hollow Energy Center, a new 800‑megawatt natural‑gas plant paired with a 400‑megawatt battery storage facility in Jefferson County. The hybrid facility is slated to become operational in 2028 and will be integrated into Ameren’s statewide generation system to provide fast‑acting power during peak demand and backup when renewable generation is limited.
In its Q4 2025 earnings release, Ameren reported adjusted earnings per share of $0.78, beating analyst expectations of $0.77 by $0.01. Revenue for the quarter was $1.78 billion, falling short of the consensus estimate of $1.83 billion by $0.05 billion. The earnings beat was driven by strong cost control and higher electric retail sales in Missouri, offset by a $0.05 billion revenue miss largely attributable to a $0.15 billion decline in Illinois natural‑gas sales.
Segment performance highlighted that Ameren Missouri generated $747 million in adjusted earnings in 2025, up from $604 million in 2024, while Illinois natural‑gas earnings fell slightly to $145 million from $149 million. Illinois electric distribution contributed $256 million in adjusted earnings, up from $234 million. The parent company recorded a $145 million adjusted loss in 2025, compared with an $83 million loss in 2024.
Management guided for 2026 earnings per share in the range of $5.25 to $5.45, a midpoint of $5.35 that aligns with consensus estimates. Ameren also reaffirmed a long‑term compound annual growth rate of 6% to 8% for EPS from 2026 through 2030 and disclosed a $31.8 billion capital plan for 2025‑2030, expected to support a 10.6% rate‑base CAGR.
CEO Martin J. Lyons Jr. emphasized that the Big Hollow approval “supports reliability for all of our customers. Big Hollow will be part of the generation system that serves homes, businesses and communities across Missouri, helping ensure we can meet growing demand while keeping the grid dependable for everyone.” Group president Michael Moehn added that the project “allows us to advance an investment that supports reliability for all of our customers.”
Investors responded positively to the earnings beat and strong guidance, reflecting confidence in Ameren’s execution and future growth prospects.
The Big Hollow Energy Center aligns with Ameren’s Smart Energy Plan, which focuses on grid modernization, reliability, and meeting growing energy demands. The project also positions the company to benefit from increasing data‑center electricity demand and supports the company’s broader renewable energy goals, including plans to add 2,700 MW of wind and solar by 2030 under the federal Inflation Reduction Act.
The content on EveryTicker is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.