Subtext

Ameren Corporation AEE

SectorUtilities
Transcripts67
Date range2008-02-14 – 2025-05-02
Calls charted67

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-21-10+0+10+212007 Q42010 Q42013 Q12015 Q22017 Q32019 Q42022 Q12024 Q22007 Q4 · Overall: -0.12008 Q1 · Overall: -1.02008 Q2 · Overall: -2.32008 Q3 · Overall: -6.02008 Q4 · Overall: -4.32009 Q1 · Overall: -7.12009 Q2 · Overall: -1.02009 Q3 · Overall: -3.72009 Q4 · Overall: -0.32010 Q4 · Overall: +1.12011 Q1 · Overall: -2.22011 Q2 · Overall: +0.02011 Q3 · Overall: +6.42011 Q4 · Overall: +0.12012 Q1 · Overall: -1.82012 Q2 · Overall: +1.02012 Q3 · Overall: -0.22012 Q4 · Overall: -0.92013 Q1 · Overall: -1.92013 Q2 · Overall: -0.92013 Q3 · Overall: +1.92013 Q4 · Overall: +5.12014 Q1 · Overall: +2.92014 Q2 · Overall: +1.72014 Q3 · Overall: +5.42014 Q4 · Overall: +3.72015 Q1 · Overall: +2.22015 Q2 · Overall: +6.92015 Q3 · Overall: +5.62015 Q4 · Overall: +4.72016 Q1 · Overall: +0.12016 Q2 · Overall: +6.42016 Q3 · Overall: +9.92016 Q4 · Overall: +10.92017 Q1 · Overall: +5.22017 Q2 · Overall: +7.82017 Q3 · Overall: +6.02017 Q4 · Overall: +8.22018 Q1 · Overall: +5.62018 Q2 · Overall: +12.02018 Q3 · Overall: +15.32018 Q4 · Overall: +14.82019 Q1 · Overall: +6.52019 Q2 · Overall: +5.52019 Q3 · Overall: +8.22019 Q4 · Overall: +16.02020 Q1 · Overall: +2.82020 Q2 · Overall: +3.42020 Q3 · Overall: +7.72020 Q4 · Overall: +8.22021 Q1 · Overall: +4.52021 Q2 · Overall: +9.92021 Q3 · Overall: +9.52021 Q4 · Overall: +12.62022 Q1 · Overall: +12.12022 Q2 · Overall: +11.62022 Q3 · Overall: +16.12022 Q4 · Overall: +15.22023 Q1 · Overall: +17.92023 Q2 · Overall: +8.22023 Q3 · Overall: +9.62023 Q4 · Overall: +13.32024 Q1 · Overall: +6.82024 Q2 · Overall: +14.52024 Q3 · Overall: +13.72024 Q4 · Overall: +13.72025 Q1 · Overall: +14.4
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-34-17+0+17+342007 Q42010 Q42013 Q12015 Q22017 Q32019 Q42022 Q12024 Q22008 Q4 · CEO: +4.62009 Q1 · CEO: -8.22009 Q3 · CEO: -2.22009 Q4 · CEO: +2.22010 Q4 · CEO: +3.12011 Q1 · CEO: +2.62011 Q2 · CEO: +3.82011 Q3 · CEO: +11.62011 Q4 · CEO: +11.52012 Q1 · CEO: +6.52012 Q2 · CEO: +6.52012 Q3 · CEO: +6.52012 Q4 · CEO: +11.72013 Q1 · CEO: +5.42013 Q2 · CEO: +1.82013 Q3 · CEO: +13.72013 Q4 · CEO: +22.72014 Q1 · CEO: +4.22014 Q2 · CEO: +1.82014 Q3 · CEO: +16.82014 Q4 · CEO: +15.52015 Q1 · CEO: +12.12015 Q2 · CEO: +12.82015 Q3 · CEO: +13.22015 Q4 · CEO: +8.82016 Q1 · CEO: +6.62016 Q2 · CEO: +12.32016 Q3 · CEO: +14.52016 Q4 · CEO: +27.12017 Q1 · CEO: +17.02017 Q2 · CEO: +17.22017 Q3 · CEO: +15.82017 Q4 · CEO: +21.22018 Q1 · CEO: +11.52018 Q2 · CEO: +16.72018 Q3 · CEO: +22.02018 Q4 · CEO: +29.32019 Q1 · CEO: +17.02019 Q2 · CEO: +13.02019 Q3 · CEO: +14.12019 Q4 · CEO: +20.02020 Q1 · CEO: +5.72020 Q2 · CEO: +8.42020 Q3 · CEO: +14.72020 Q4 · CEO: +18.22021 Q1 · CEO: +8.32021 Q2 · CEO: +12.62021 Q3 · CEO: +18.02021 Q4 · CEO: +12.82022 Q1 · CEO: +16.22022 Q2 · CEO: +16.82022 Q3 · CEO: +25.22022 Q4 · CEO: +20.92023 Q1 · CEO: +21.72023 Q2 · CEO: +14.12023 Q3 · CEO: +12.52023 Q4 · CEO: +17.72024 Q1 · CEO: +4.22024 Q2 · CEO: +19.32024 Q3 · CEO: +15.82024 Q4 · CEO: +17.52025 Q1 · CEO: +17.72007 Q4 · CFO: +5.32008 Q4 · CFO: -7.12009 Q1 · CFO: -2.82009 Q3 · CFO: -3.42009 Q4 · CFO: +0.02010 Q4 · CFO: +4.32011 Q1 · CFO: -1.22011 Q2 · CFO: -2.32011 Q3 · CFO: +0.82011 Q4 · CFO: +0.22012 Q1 · CFO: -1.62012 Q2 · CFO: -1.32012 Q3 · CFO: +1.22012 Q4 · CFO: -5.02013 Q1 · CFO: +0.02013 Q2 · CFO: +2.12013 Q3 · CFO: +3.92013 Q4 · CFO: +2.62014 Q1 · CFO: +8.82014 Q2 · CFO: +5.72014 Q3 · CFO: +3.52014 Q4 · CFO: -0.92015 Q1 · CFO: -0.32015 Q2 · CFO: +5.52015 Q3 · CFO: +1.92015 Q4 · CFO: +1.12016 Q1 · CFO: +4.12016 Q2 · CFO: +5.02016 Q3 · CFO: +7.12016 Q4 · CFO: +1.82017 Q1 · CFO: +0.02017 Q2 · CFO: +6.22017 Q3 · CFO: +2.52017 Q4 · CFO: +7.22018 Q1 · CFO: +7.12018 Q2 · CFO: +11.42018 Q3 · CFO: +14.52018 Q4 · CFO: +8.82019 Q1 · CFO: +1.82019 Q2 · CFO: +1.72019 Q3 · CFO: +4.62019 Q4 · CFO: +13.92020 Q1 · CFO: +1.02020 Q2 · CFO: +5.82020 Q3 · CFO: +5.12020 Q4 · CFO: +9.52021 Q1 · CFO: +7.02021 Q2 · CFO: +7.12021 Q3 · CFO: +11.52021 Q4 · CFO: +15.02022 Q1 · CFO: +12.02022 Q2 · CFO: +9.12022 Q3 · CFO: +12.72022 Q4 · CFO: +14.52023 Q1 · CFO: +19.52023 Q2 · CFO: +6.52023 Q3 · CFO: +15.82023 Q4 · CFO: +15.82024 Q1 · CFO: +13.92024 Q2 · CFO: +16.52024 Q3 · CFO: +14.72024 Q4 · CFO: +13.32025 Q1 · CFO: +15.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-26-13+0+13+262007 Q42010 Q42013 Q12015 Q22017 Q32019 Q42022 Q12024 Q22007 Q4 · Prepared remarks: +6.02008 Q1 · Prepared remarks: +0.72008 Q2 · Prepared remarks: -2.42008 Q3 · Prepared remarks: -4.02008 Q4 · Prepared remarks: -3.02009 Q1 · Prepared remarks: -9.72009 Q2 · Prepared remarks: +3.62009 Q3 · Prepared remarks: -3.32009 Q4 · Prepared remarks: +1.32010 Q4 · Prepared remarks: +1.42011 Q1 · Prepared remarks: -2.42011 Q2 · Prepared remarks: +1.72011 Q3 · Prepared remarks: +7.82011 Q4 · Prepared remarks: +7.32012 Q1 · Prepared remarks: +5.72012 Q2 · Prepared remarks: +4.42012 Q3 · Prepared remarks: +3.22012 Q4 · Prepared remarks: +3.52013 Q1 · Prepared remarks: +3.52013 Q2 · Prepared remarks: +0.02013 Q3 · Prepared remarks: +7.02013 Q4 · Prepared remarks: +10.62014 Q1 · Prepared remarks: +3.32014 Q2 · Prepared remarks: +3.22014 Q3 · Prepared remarks: +10.32014 Q4 · Prepared remarks: +11.22015 Q1 · Prepared remarks: +6.52015 Q2 · Prepared remarks: +6.92015 Q3 · Prepared remarks: +12.42015 Q4 · Prepared remarks: +9.22016 Q1 · Prepared remarks: +6.52016 Q2 · Prepared remarks: +8.12016 Q3 · Prepared remarks: +12.22016 Q4 · Prepared remarks: +14.72017 Q1 · Prepared remarks: +10.32017 Q2 · Prepared remarks: +13.92017 Q3 · Prepared remarks: +11.32017 Q4 · Prepared remarks: +12.22018 Q1 · Prepared remarks: +14.62018 Q2 · Prepared remarks: +16.02018 Q3 · Prepared remarks: +18.02018 Q4 · Prepared remarks: +22.82019 Q1 · Prepared remarks: +11.32019 Q2 · Prepared remarks: +8.22019 Q3 · Prepared remarks: +10.32019 Q4 · Prepared remarks: +17.22020 Q1 · Prepared remarks: +5.12020 Q2 · Prepared remarks: +10.82020 Q3 · Prepared remarks: +12.62020 Q4 · Prepared remarks: +14.62021 Q1 · Prepared remarks: +11.02021 Q2 · Prepared remarks: +10.72021 Q3 · Prepared remarks: +15.92021 Q4 · Prepared remarks: +19.12022 Q1 · Prepared remarks: +17.52022 Q2 · Prepared remarks: +18.82022 Q3 · Prepared remarks: +20.32022 Q4 · Prepared remarks: +20.42023 Q1 · Prepared remarks: +22.82023 Q2 · Prepared remarks: +12.32023 Q3 · Prepared remarks: +19.22023 Q4 · Prepared remarks: +16.12024 Q1 · Prepared remarks: +9.32024 Q2 · Prepared remarks: +23.02024 Q3 · Prepared remarks: +19.82024 Q4 · Prepared remarks: +22.32025 Q1 · Prepared remarks: +18.42007 Q4 · Q&A responses: -1.22008 Q1 · Q&A responses: +2.42008 Q2 · Q&A responses: +0.82008 Q3 · Q&A responses: -4.52008 Q4 · Q&A responses: -0.62009 Q1 · Q&A responses: -3.12009 Q2 · Q&A responses: +1.62009 Q3 · Q&A responses: +0.02009 Q4 · Q&A responses: +2.32010 Q4 · Q&A responses: +7.02011 Q1 · Q&A responses: +4.22011 Q2 · Q&A responses: +2.12011 Q3 · Q&A responses: +7.52011 Q4 · Q&A responses: -0.62012 Q1 · Q&A responses: -3.82012 Q2 · Q&A responses: +0.82012 Q3 · Q&A responses: +2.32012 Q4 · Q&A responses: -4.32013 Q1 · Q&A responses: +0.02013 Q2 · Q&A responses: +2.42013 Q3 · Q&A responses: +1.72013 Q4 · Q&A responses: +5.52014 Q1 · Q&A responses: +4.72014 Q2 · Q&A responses: +3.02014 Q3 · Q&A responses: +1.92014 Q4 · Q&A responses: -2.72015 Q1 · Q&A responses: +0.02015 Q2 · Q&A responses: +16.02015 Q3 · Q&A responses: +1.02015 Q4 · Q&A responses: -1.02016 Q1 · Q&A responses: +0.02016 Q2 · Q&A responses: +11.12016 Q3 · Q&A responses: -11.22016 Q4 · Q&A responses: +5.72017 Q1 · Q&A responses: +5.82017 Q2 · Q&A responses: +7.92017 Q3 · Q&A responses: +4.92017 Q4 · Q&A responses: +9.92018 Q1 · Q&A responses: +4.62018 Q2 · Q&A responses: +11.82018 Q3 · Q&A responses: +18.52018 Q4 · Q&A responses: +9.52019 Q1 · Q&A responses: +5.82019 Q2 · Q&A responses: +10.62019 Q3 · Q&A responses: +7.02019 Q4 · Q&A responses: +17.52020 Q1 · Q&A responses: +0.52020 Q2 · Q&A responses: -0.42020 Q3 · Q&A responses: +7.42020 Q4 · Q&A responses: +1.22021 Q1 · Q&A responses: +2.52021 Q2 · Q&A responses: +9.22021 Q3 · Q&A responses: +7.82021 Q4 · Q&A responses: +8.72022 Q1 · Q&A responses: +8.82022 Q2 · Q&A responses: +7.42022 Q3 · Q&A responses: +10.42022 Q4 · Q&A responses: +12.42023 Q1 · Q&A responses: +2.52023 Q2 · Q&A responses: +9.52023 Q3 · Q&A responses: +10.42023 Q4 · Q&A responses: +15.72024 Q1 · Q&A responses: +7.32024 Q2 · Q&A responses: +14.32024 Q3 · Q&A responses: +11.62024 Q4 · Q&A responses: +9.92025 Q1 · Q&A responses: +14.6
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$2.30$3.66$5.032007 Q42010 Q42013 Q12015 Q22017 Q32019 Q42022 Q12024 Q22014 Q2: $2.482014 Q3: $2.522014 Q4: $2.572015 Q1: $2.602015 Q2: $2.632015 Q3: $2.692015 Q4: $2.712016 Q1: $2.602016 Q2: $2.652016 Q3: $2.712016 Q4: $2.762017 Q1: $2.832017 Q2: $2.892017 Q3: $2.962017 Q4: $3.022018 Q1: $3.072018 Q2: $3.132018 Q3: $3.262018 Q4: $3.272019 Q1: $3.342019 Q2: $3.402019 Q3: $3.442019 Q4: $3.462020 Q1: $3.562020 Q2: $3.602020 Q3: $3.692020 Q4: $3.772021 Q1: $3.832021 Q2: $3.902021 Q3: $3.972021 Q4: $4.052022 Q1: $4.132022 Q2: $4.222022 Q3: $4.292022 Q4: $4.362023 Q1: $4.442023 Q2: $4.532023 Q3: $4.612023 Q4: $4.692024 Q1: $4.692024 Q2: $4.752024 Q3: $4.84

Forward P/E

13.8118.6623.522007 Q42010 Q42013 Q12015 Q22017 Q32019 Q42022 Q12024 Q22014 Q2: 15.952014 Q3: 15.332014 Q4: 17.142015 Q1: 16.482015 Q2: 14.482015 Q3: 14.782015 Q4: 15.872016 Q1: 18.632016 Q2: 19.252016 Q3: 17.932016 Q4: 18.372017 Q1: 19.382017 Q2: 19.522017 Q3: 19.912017 Q4: 20.282018 Q1: 17.792018 Q2: 17.792018 Q3: 19.622018 Q4: 20.552019 Q1: 21.842019 Q2: 22.652019 Q3: 22.852019 Q4: 21.972020 Q1: 21.412020 Q2: 20.162020 Q3: 21.122020 Q4: 20.692021 Q1: 20.412021 Q2: 21.492021 Q3: 21.482021 Q4: 21.832022 Q1: 21.282022 Q2: 19.732022 Q3: 21.852022 Q4: 20.592023 Q1: 19.192023 Q2: 18.312023 Q3: 17.382023 Q4: 17.342024 Q1: 15.432024 Q2: 14.792024 Q3: 17.49

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2017 Q1 tone ↓ -5.7 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -2.6 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -8.3 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -13.2 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -3.6 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -9.6 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-02+14.4——View →
2024 Q42025-02-14+13.7——View →
2024 Q32024-11-07+13.7$4.8417.5View →
2024 Q22024-08-02+14.5$4.7514.8View →
2024 Q12024-05-03+6.8$4.6915.4View →
2023 Q42024-02-23+13.3$4.6917.3View →
2023 Q32023-11-09+9.6$4.6117.4View →
2023 Q22023-08-03+8.2$4.5318.3View →