Ameren Illinois Company (AILIM)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Ameren Illinois Company (AILIM) trades at $78.00 with AI Score 46/100 (Grade C). Ameren Illinois Company operates as a rate-regulated utility, supplying electric services to 1. 2 million customers and natural gas to 0. Market cap: $32.67B, Sector: Utilities.
Price live · AI analysis from Jun 15, 2026Analyst Coverage for AILIM: AILIM does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates AILIM against Utilities peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
AILIM: the 1 perspectives are evenly split.
How is this calculated? →Ameren Illinois Company (AILIM) Utility Operations & Dividend Profile
Ameren Illinois Company, a subsidiary of Ameren Corporation, operates as a rate-regulated utility providing essential electric and natural gas services to 2 million customers across 43,700 square miles in central and eastern Illinois. Its stable demand profile is balanced by inherent regulatory risks and its OTC market presence.
What Is the Investment Thesis for AILIM?
Ameren Illinois Company presents a profile characteristic of a regulated utility, offering stability derived from its essential service provision and rate-regulated business model, which typically results in consistent demand. The company's financial metrics, including a 17.2% profit margin and a 2.66% dividend yield, underscore its operational efficiency and commitment to shareholder returns. Its negative beta of -0.01 suggests a low correlation with broader market movements, potentially offering defensive characteristics to a portfolio. Key value drivers include ongoing infrastructure investment plans, which, subject to regulatory approval, expand the rate base and support future earnings growth. However, the investment thesis must also account for inherent regulatory risks that can impact profitability and the limited liquidity associated with its OTC Other tier listing. Monitoring regulatory decisions and capital expenditure programs is crucial for assessing its long-term performance and value creation.
Based on FMP financials and quantitative analysis
AILIM Key Highlights
- Market Capitalization: $2.01 billion, reflecting its scale within the utility sector.
- P/E Ratio: 19.82, indicating investor valuation relative to earnings.
- Profit Margin: 17.2%, demonstrating operational efficiency in a regulated environment.
- Gross Margin: 39.4%, highlighting the profitability of its core utility services.
- Dividend Yield: 2.66%, providing income to shareholders, characteristic of mature utility companies.
Who Are AILIM's Competitors?
AILIM is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ACEJF ACEA S.p.A. | $23.30 | +0.00% | $4.95B | 51 |
| CNLPM The Connecticut Light and Power Company | $32.99 | +1.29% | $315.00M | 72 |
| CNTHP The Connecticut Light and Power Company | $52.70 | +0.55% | $318.06M | 69 |
| CNLHP The Connecticut Light and Power Company | $36.95 | +0.00% | $223.00M | 68 |
| CNPWP The Connecticut Light and Power Company | $32.75 | +0.00% | $197.65M | 66 |
| DUKB Duke Energy Corporation 5.625% | $23.42 | +0.52% | $18.21B | 50 |
| SOJD Southern Company (The) Series 2 | $19.35 | +0.36% | $21.66B | 50 |
| TXNM TXNM Energy, Inc. | $56.85 | -0.15% | $6.29B | 50 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AILIM's Key Strengths?
- Stable revenue streams from rate-regulated electric and natural gas services.
- Essential service provider with consistent demand across 2 million customers.
- Strong operational base as a subsidiary of Ameren Corporation.
- Established infrastructure network across 43,700 sq-mile service area.
What Are AILIM's Weaknesses?
- Exposure to regulatory risks and potential adverse rate case outcomes.
- Limited growth potential inherent in mature, regulated utility markets.
- Trading on the OTC Other tier, indicating limited liquidity and transparency.
- High capital expenditure requirements for infrastructure maintenance and upgrades.
What Could Drive AILIM Stock Higher?
- **Upcoming**: Regulatory approvals for new rate cases, allowing for recovery of capital investments and a fair return.
- **Upcoming**: Completion of major infrastructure modernization projects, enhancing reliability and expanding the rate base.
- **Ongoing**: Stable and consistent dividend payments, appealing to income-focused investors.
- **Ongoing**: Favorable economic conditions in central and eastern Illinois, supporting stable energy demand.
What Are the Key Risks for AILIM?
- **Ongoing**: Adverse regulatory decisions impacting approved rates, cost recovery, or allowed return on equity.
- **Potential**: Economic downturns in its service territory leading to reduced energy consumption or increased customer delinquencies.
- **Ongoing**: Operational risks, including infrastructure failures, severe weather events, or cybersecurity threats.
- **Potential**: Increased capital expenditure requirements not fully recoverable through approved rates.
- **Ongoing**: Limited liquidity and transparency due to trading on the OTC Other tier.
What Are the Growth Opportunities for AILIM?
- **Infrastructure Modernization and Grid Hardening**: Ameren Illinois has ongoing opportunities to invest in upgrading its aging electric and natural gas infrastructure. These investments, often approved by regulators, allow for rate base expansion, which in turn supports revenue growth. Modernization projects enhance reliability, reduce outages, and improve system efficiency, benefiting both customers and the company's financial performance. Such initiatives are typically long-term, spanning several years, and are crucial for meeting future energy demands and adapting to climate challenges. The market for such upgrades is substantial, driven by the need for resilient and smart grids.
- **Renewable Energy Integration**: As part of broader energy transition trends, Ameren Illinois can capitalize on integrating more renewable energy sources into its grid. This involves investments in transmission infrastructure to connect new wind and solar farms, as well as smart grid technologies to manage intermittent renewable generation. Regulatory support for clean energy mandates provides a clear pathway for these capital expenditures, allowing the company to earn a regulated return on these assets. This opportunity aligns with state and federal clean energy goals and offers a stable, long-term growth avenue.
- **Customer Base Expansion and Load Growth**: While operating in a mature service territory, Ameren Illinois can experience organic growth through modest population increases and economic development within its 43,700 square-mile service area. Attracting new businesses and supporting residential growth translates into increased demand for electricity and natural gas services. The company's role as an essential service provider positions it to benefit directly from regional economic prosperity, leading to incremental load growth and associated revenue increases over time, typically on an ongoing basis.
- **Energy Efficiency and Demand-Side Management Programs**: Utilities are increasingly involved in offering energy efficiency programs to customers, which can be a source of regulated earnings. By helping customers reduce consumption, Ameren Illinois can meet regulatory mandates, defer costly infrastructure upgrades, and enhance customer satisfaction. These programs, often incentivized by state regulators, represent a stable revenue stream and contribute to the company's environmental stewardship goals. Such initiatives are typically ongoing, evolving with technological advancements and policy changes.
- **Technological Advancements in Utility Operations**: Investing in advanced technologies like smart meters, data analytics for grid management, and automation can lead to significant operational efficiencies and cost savings. These technological upgrades improve service reliability, optimize resource allocation, and enhance customer experience. Regulators often approve these investments, allowing the utility to earn a return on them. The ongoing evolution of utility technology presents continuous opportunities for Ameren Illinois to modernize its operations, reduce operational expenditures, and improve overall profitability.
What Opportunities Does AILIM Have?
- Investment in grid modernization and infrastructure upgrades to expand rate base.
- Integration of renewable energy sources to meet evolving energy policies.
- Potential for organic customer and load growth within its service territory.
- Enhancing operational efficiency through technological advancements.
What Threats Does AILIM Face?
- Unfavorable regulatory decisions impacting approved rates and returns.
- Economic downturns leading to reduced energy demand or increased bad debt.
- Rising operational costs, including fuel and maintenance expenses.
- Increased competition from distributed generation or energy efficiency technologies.
What Are AILIM's Competitive Advantages?
- **Regulatory Barriers to Entry**: Operates as a regulated monopoly in its service territory, making it extremely difficult for new competitors to enter the market.
- **Extensive Infrastructure**: Owns and maintains a vast, interconnected network of electric transmission/distribution lines and natural gas pipelines, representing a significant capital investment.
- **Essential Service Provider**: Provides critical electric and natural gas services that are indispensable for daily life and economic activity, ensuring consistent and non-discretionary demand.
- **Established Customer Base**: Serves 2 million electric and natural gas customers, benefiting from long-standing relationships and high switching costs for consumers.
What Does AILIM Do?
Ameren Illinois Company, founded in 1902, initially operated as Central Illinois Public Service Company before changing its name in October 2010. Headquartered in Collinsville, Illinois, the company functions as a crucial subsidiary of Ameren Corporation, focusing on the rate-regulated electric generation, transmission, and distribution business throughout Illinois. Beyond electricity, Ameren Illinois also maintains a significant presence in the natural gas distribution sector, providing vital energy services to a broad customer base. The company's extensive operational footprint covers a 43,700 square-mile area across central and eastern Illinois, where it reliably delivers electric services to approximately 1.2 million customers. Concurrently, its natural gas distribution network serves an additional 0.8 million customers, underscoring its dual utility role. This comprehensive service offering positions Ameren Illinois as a foundational provider of essential energy infrastructure, critical for the daily lives and economic activities within its service territory. Its business model is deeply intertwined with regulatory frameworks, which govern its operations, capital investments, and the rates it charges for services, ensuring a stable yet regulated environment for its utility provision.
What Products and Services Does AILIM Offer?
- Engages in rate-regulated electric generation, transmission, and distribution.
- Provides electric services to 1.2 million customers in central and eastern Illinois.
- Engages in natural gas distribution businesses.
- Supplies natural gas services to 0.8 million customers in central and eastern Illinois.
- Serves a 43,700 square-mile area across central and eastern Illinois.
- Operates as a subsidiary of Ameren Corporation.
- Manages essential infrastructure for energy delivery and reliability.
How Does AILIM Make Money?
- Generates revenue through regulated rates for electricity and natural gas services, approved by state commissions.
- Recovers operational costs and earns a regulated return on its capital investments (rate base).
- Operates under a natural monopoly framework within its designated service territory, subject to strict regulatory oversight.
- Focuses on the development, maintenance, and modernization of critical energy infrastructure for reliable delivery.
What Industry Does AILIM Operate In?
Ameren Illinois Company operates within the U.S. regulated electric and natural gas utility industry, a sector characterized by stable demand, significant capital expenditure for infrastructure, and stringent regulatory oversight. The industry's trajectory is influenced by population growth, economic activity, and the ongoing energy transition towards cleaner sources. AILIM's focus on central and eastern Illinois places it in a mature market, where growth is primarily tied to infrastructure modernization and rate base expansion approved by state commissions, rather than rapid customer acquisition. The competitive landscape involves other regional utilities, but AILIM benefits from its established service territory and regulatory framework that often grants it a natural monopoly, ensuring a consistent operational environment.
Who Are AILIM's Key Customers?
- Residential electric customers (approximately 1.2 million).
- Residential natural gas customers (approximately 0.8 million).
- Commercial and industrial enterprises within its central and eastern Illinois service area.
- Municipalities and communities relying on its essential utility services across 43,700 square miles.
F-Score 5/9Financial Health
Ameren Illinois Company's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 2.45 places it in the grey zone, a middle ground that warrants monitoring.
ROE 12%Key Financial Metrics
Return on equity for Ameren Illinois Company stands at 11.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 3.1%, showing how much profit it generates from its asset base. AILIM trades at a trailing price-to-earnings ratio of 19.82, below the Utilities sector average of ~28x. Its free cash flow yield is -4.3%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.62 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 5.0%, the inverse of the P/E and a quick read on earnings relative to price.
Ameren Illinois Company (AILIM) Valuation Context
Valued at $32.67B, AILIM is classified as a large-cap stock. Relative to its peer group, AILIM's quantitative score of 46/100 is below the peer average of 65/100.
AILIM Revenue & Earnings Trend
In Q1 2026, AILIM generated $2.18B in top-line revenue, marking a sequential increase of 22.1%. The company recorded net income of $357.0M, with diluted EPS of $1.28. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Utilities. Across the four most recent quarters, AILIM averaged $1.39 in diluted EPS.
Company Profile
Ameren Illinois Company operates in the Regulated Electric industry within the Utilities sector. It is headquartered in Collinsville, US. The company is led by CEO Martin J. Lyons Jr.. AILIM has traded publicly since 2012.
AILIM Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- People are talking about AILIM's consistent dividend payouts, making it a steady eddy in a volatile market. Think of it as the tortoise in the race.
- There's buzz about infrastructure upgrades in Illinois – if AILIM's involved, it could mean long-term growth. Reminds me of how utilities benefited during the New Deal.
- Insiders seem to be holding their positions, which suggests they're not expecting any immediate bad news. It's not a buying spree, but it's a vote of confidence.
- The overall sentiment is that AILIM is a safe, reliable play. Not exciting, but dependable, like owning a bond in your portfolio.
Bear Case
- Some chatter suggests regulatory headwinds might be coming for utilities in Illinois. Remember when California tightened regulations on energy companies?
- There's a feeling that AILIM might be overvalued compared to its growth potential. It's like paying a premium for a brand name that's not innovating.
- Community sentiment reveals concerns about rising energy costs and AILIM's role in it. People are feeling the pinch, and utilities are often the target.
- Whispers about alternative energy sources gaining traction in the region could threaten AILIM's long-term dominance. It's the Blockbuster vs. Netflix scenario all over again.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $2.18B | $357M | $1.28 |
| Q4 2025 | $1.78B | $252M | $0.92 |
| Q3 2025 | $2.70B | $640M | $2.35 |
| Q2 2025 | $2.22B | $275M | $1.01 |
Based on FMP financials and quantitative analysis
AILIM Latest News
No recent news available for AILIM.
AILIM Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for AILIM.
Price Targets
Wall Street price target analysis for AILIM.
AILIM MoonshotScore
What does this score mean?
The MoonshotScore rates AILIM's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Martin J. Lyons Jr.
Unknown
Unknown
Track Record: Unknown
AILIM OTC Market Information
Ameren Illinois Company trades on the OTC Other tier, which is the lowest of the three tiers on the OTC Markets Group platform. Unlike companies listed on major exchanges like NYSE or NASDAQ, OTC Other companies are not required to meet minimum financial standards or file reports with the SEC. This tier is typically for companies that are not willing or able to provide disclosure to the public, or those that are in financial distress. It signifies a lower level of transparency and regulatory oversight compared to higher OTC tiers like OTCQX or OTCQB.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited public information and financial transparency due to 'Unknown' disclosure status.
- Significantly lower liquidity and wider bid-ask spreads, making trading difficult.
- Increased price volatility due to fewer buyers and sellers.
- Lack of regulatory oversight compared to major exchanges.
- Potential for less reliable pricing and valuation due to infrequent trading.
- Verify its status as a subsidiary of Ameren Corporation (AEE) for indirect insights.
- Seek out any available financial reports directly from Ameren Corporation or state regulators.
- Research regulatory filings and rate case outcomes from the Illinois Commerce Commission.
- Assess news and press releases from Ameren Corporation that might pertain to its subsidiary.
- Understand the specific regulatory environment in Illinois for utilities.
- Evaluate the company's long-term infrastructure investment plans.
- Consider the implications of its 'Unknown' disclosure status on investment analysis.
- It is a direct subsidiary of Ameren Corporation, a major publicly traded utility company.
- Has a long operating history, founded in 1902, indicating established operations.
- Provides essential utility services (electric and natural gas) to a large customer base.
- Operates in a rate-regulated environment, subject to state commission oversight.
Common Questions About AILIM (Utilities)
What does Ameren Illinois Company do?
Ameren Illinois Company, a subsidiary of Ameren Corporation, operates as a rate-regulated utility primarily focused on the generation, transmission, and distribution of electricity, alongside natural gas distribution services. It serves a substantial customer base, providing electric services to 1.2 million customers and natural gas services to 0.8 million customers across a 43,700 square-mile area in central and eastern Illinois. The company's business model is centered on maintaining and upgrading critical energy infrastructure, ensuring reliable delivery of essential services, and earning a regulated return on its asset base as approved by state commissions.
How does Ameren Illinois Company compare to competitors in its industry?
Ameren Illinois Company operates within the highly regulated U.S. utility sector, characterized by stable demand and significant infrastructure investments. Compared to a peer like ACEA S.p.A., an Italian multiutility, Ameren Illinois shares the fundamental characteristic of operating under a regulated framework, which provides predictable revenue streams but limits rapid growth. While ACEA diversifies across water, energy, and environmental services in Europe, Ameren Illinois focuses specifically on electric and natural gas services within a defined geographic region in Illinois. Both benefit from essential service provision, but AILIM's market is domestic U.S., subject to Illinois-specific regulatory dynamics, contrasting with ACEA's European regulatory environment.
What are the main risks for AILIM?
Ameren Illinois Company faces several key risks inherent to its regulated utility business model. Foremost among these is regulatory risk, where unfavorable decisions from the Illinois Commerce Commission regarding rate cases, cost recovery, or allowed returns on equity could negatively impact profitability. Economic downturns in its central and eastern Illinois service territory pose a risk, potentially leading to decreased energy demand or increased customer payment defaults. Operational risks, such as severe weather events causing infrastructure damage, equipment failures, or cybersecurity breaches, could disrupt service and incur significant costs. Additionally, its OTC Other tier listing introduces risks related to limited liquidity and transparency for investors.
What are the key financial metrics investors watch for AILIM?
For Ameren Illinois Company, investors typically monitor several key financial metrics to assess its performance and stability. The P/E ratio of 19.82 provides insight into how the market values its earnings, while the 17.2% profit margin and 39.4% gross margin indicate operational efficiency and profitability within its regulated structure. The 2.66% dividend yield is crucial for income-focused investors, reflecting the company's ability to return capital. Given its regulated nature, investors also closely watch its rate base growth, capital expenditure plans, and the outcomes of regulatory proceedings, as these directly influence future revenue and earnings potential.
What are the key factors to evaluate for AILIM?
Ameren Illinois Company (AILIM) holds an AI score of 46/100 (low). Not financial advice.
How frequently does AILIM data refresh on this page?
AILIM prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven AILIM's recent stock price performance?
Ameren Illinois Company (AILIM) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Stable revenue streams from rate-regulated electric and natural gas services. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider AILIM overvalued or undervalued right now?
Valuing Ameren Illinois Company (AILIM) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- CEO title, background, and track record were not provided in the source data and are marked as 'Unknown'.