Ameren Illinois Company (AILLI) Stock Analysis
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 (AILLI) trades at $81.00 with AI Score 43/100 (Grade C). Ameren Illinois Company, a subsidiary of Ameren Corporation, is a regulated utility providing electric and natural gas services to central and eastern… Market cap: $29.1B, Sector: Utilities.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for AILLI: AILLI 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 AILLI against Utilities peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
AILLI: the 3 scored disciplines are evenly split. Dominant signal: Seth Klarman bearish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Ameren Illinois Company (AILLI) Utility Operations & Dividend Profile
Ameren Illinois Company, a rate-regulated utility subsidiary of Ameren Corporation, distributes electricity and natural gas across central and eastern Illinois. Serving 1.2 million electric and 0.8 million natural gas customers, the company operates within a 43,700 square-mile area, focusing on reliable energy delivery and infrastructure maintenance.
What Is the Investment Thesis for AILLI?
Ameren Illinois Company presents a stable investment profile due to its rate-regulated business model, providing predictable revenue streams. The company's focus on infrastructure upgrades and maintenance supports long-term reliability and operational efficiency. With a dividend yield of 2.57% and a low beta of 0.06, AILLI offers a potentially noteworthy option for investors seeking stable income and low volatility. Growth catalysts include regulatory approvals for infrastructure investments and expansion of service territories. Potential risks include changes in regulatory policies and increasing operational costs.
Based on FMP financials and quantitative analysis
AILLI Key Highlights
Ameren Illinois serves 1.2 million electric customers and 0.8 million natural gas customers, providing a stable customer base.
- The company operates within a 43,700 square-mile service territory in central and eastern Illinois, indicating a significant regional presence.
- Ameren Illinois has a profit margin of 16.5%, reflecting its ability to manage costs and generate earnings within a regulated environment.
- The company's gross margin stands at 38.1%, showcasing efficient operations in its electric and natural gas distribution businesses.
- AILLI offers a dividend yield of 2.57%, providing a steady income stream for investors.
Who Are AILLI's Competitors?
AILLI 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 |
| BRLXF Boralex Inc. | $26.88 | +0.15% | $2.76B | 50 |
| CGKEF The Chugoku Electric Power Co., Inc. | $6.51 | +0.00% | $2.34B | 47 |
| CGKEY The Chugoku Electric Power Co., Inc. | $9.69 | +0.00% | $1.74B | 42 |
| MWTCF Manila Water Company, Inc. | $0.72 | +0.00% | $1.88B | 56 |
| NSARO NSTAR Electric Company | $79.00 | +0.00% | $29.1B | 53 |
| EIX Edison International | $75.30 | +2.54% | $29.0B | 66 |
| NSARP NSTAR Electric Company PFD 4.25% | $68.15 | -1.23% | $28.2B | 56 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AILLI's Key Strengths?
Stable revenue streams due to regulated business model.
- Established infrastructure and customer base.
- Experienced management team.
- Strong financial performance.
What Are AILLI's Weaknesses?
Limited growth potential due to regulatory constraints.
- Exposure to regulatory risks.
- Dependence on infrastructure investments.
- Vulnerability to weather-related events.
What Could Drive AILLI Stock Higher?
Regulatory approvals for infrastructure investments.
- Expansion of renewable energy integration.
- Smart grid deployment initiatives.
- Natural gas infrastructure upgrades.
- Customer engagement and energy efficiency programs.
What Are the Key Risks for AILLI?
Changes in regulatory policies impacting revenue and profitability.
- Increasing operational costs due to inflation and supply chain disruptions.
- Competition from alternative energy sources.
- Economic downturns reducing energy demand.
- Vulnerability to weather-related events disrupting service.
What Are the Growth Opportunities for AILLI?
- Infrastructure Modernization: Ameren Illinois has the opportunity to invest in modernizing its electric and natural gas infrastructure. This includes upgrading transmission lines, distribution networks, and implementing smart grid technologies. These investments can improve reliability, reduce energy losses, and enhance operational efficiency. The market for grid modernization is expected to grow as utilities seek to improve resilience and integrate renewable energy sources. Timeline: Ongoing.
- Expansion of Renewable Energy Integration: The increasing demand for renewable energy creates an opportunity for Ameren Illinois to expand its integration of renewable energy sources into its grid. This includes developing new transmission infrastructure to support renewable energy projects and implementing technologies to manage the variability of renewable energy sources. The renewable energy market is expected to grow significantly as states implement renewable energy mandates. Timeline: Ongoing.
- Smart Grid Deployment: Ameren Illinois can deploy smart grid technologies to improve grid management, enhance customer service, and enable new energy services. This includes installing smart meters, implementing advanced metering infrastructure (AMI), and developing data analytics capabilities. Smart grid technologies can improve energy efficiency, reduce peak demand, and enable demand response programs. The smart grid market is expected to grow as utilities seek to modernize their operations. Timeline: Ongoing.
- Natural Gas Infrastructure Upgrades: Ameren Illinois can invest in upgrading its natural gas infrastructure to improve safety, reliability, and efficiency. This includes replacing aging pipelines, installing new pressure regulation equipment, and implementing leak detection technologies. These investments can reduce methane emissions, improve system integrity, and enhance customer service. The market for natural gas infrastructure upgrades is expected to grow as utilities seek to modernize their systems. Timeline: Ongoing.
- Customer Engagement and Energy Efficiency Programs: Ameren Illinois can implement customer engagement and energy efficiency programs to reduce energy consumption, lower customer bills, and improve environmental sustainability. This includes offering rebates for energy-efficient appliances, providing energy audits, and implementing demand response programs. These programs can reduce peak demand, improve grid reliability, and enhance customer satisfaction. The market for energy efficiency programs is expected to grow as utilities seek to meet energy efficiency targets. Timeline: Ongoing.
What Are AILLI's Competitive Advantages?
- Regulated monopoly in its service territory.
- High barriers to entry due to infrastructure costs and regulatory requirements.
- Established customer base with low churn.
What Does AILLI Do?
Ameren Illinois Company, originally founded in 1902 as Central Illinois Public Service Company, has evolved into a key provider of regulated electric and natural gas services. In October 2010, the company rebranded as Ameren Illinois Company, reflecting its integration within the Ameren Corporation family. The company operates within a rate-regulated framework, focusing on the transmission, distribution, and supply of electricity and natural gas. Ameren Illinois serves 1.2 million electricity customers and 0.8 million natural gas customers across a 43,700 square-mile area in central and eastern Illinois. Its core business involves maintaining and upgrading its infrastructure to ensure reliable service delivery. Ameren Illinois' operations are subject to regulatory oversight, influencing its pricing and investment strategies. The company's financial performance is closely tied to regulatory decisions and its ability to manage operational costs effectively. As a subsidiary of Ameren Corporation, Ameren Illinois benefits from the resources and expertise of its parent company, while operating as a distinct entity within the regulated utility landscape.
What Products and Services Does AILLI Offer?
- Transmits and distributes electricity to residential, commercial, and industrial customers.
- Distributes natural gas to residential, commercial, and industrial customers.
- Maintains and upgrades electric and natural gas infrastructure.
- Provides customer service and support.
- Ensures compliance with regulatory requirements.
- Invests in grid modernization and renewable energy integration.
- Implements energy efficiency programs.
How Does AILLI Make Money?
- Generates revenue through regulated rates for electricity and natural gas distribution.
- Invests in infrastructure and earns a regulated return on those investments.
- Manages operational costs to maximize profitability within the regulatory framework.
What Industry Does AILLI Operate In?
Ameren Illinois Company operates within the regulated utilities sector, characterized by stable demand and government oversight. The industry is undergoing modernization, with significant investments in grid infrastructure and renewable energy integration. Key trends include increasing focus on energy efficiency, smart grid technologies, and environmental sustainability. Competitors include companies like ACEJF (Acciona Energy), BRLXF (Brookfield Renewable), CGKEF (China General Nuclear Power), CGKEY (China General Nuclear Power), and MWTCF (Macquarie Wellington). Ameren Illinois' position is defined by its regional focus and regulated business model.
Who Are AILLI's Key Customers?
- Residential customers in central and eastern Illinois.
- Commercial customers in central and eastern Illinois.
- Industrial customers in central and eastern Illinois.
Ameren Illinois Company Financial Trajectory
Ameren Illinois Company (AILLI) reported $2.09B in revenue for Q2 2026, a decline of 3.9% compared to the prior quarter. The company recorded net income of $314.0M, with diluted EPS of $1.13. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Utilities. Across the four most recent quarters, AILLI averaged $1.42 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.. AILLI has traded publicly since 2010.
How Ameren Illinois Company Is Valued
Ameren Illinois Company carries a market capitalization of $29.1B, placing it in the large-cap category. Relative to its peer group, AILLI's quantitative score of 43/100 is roughly in line with the peer average of 49/100.
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. AILLI trades at a trailing price-to-earnings ratio of 19.82, roughly in line with the Utilities sector average of ~19x. 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.
Financial 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 2.33 places it in the grey zone, a middle ground that warrants monitoring.
AILLI Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future performance, indicating that leadership believes in the growth potential of Ameren Illinois.
- Community sentiment has shifted positively as discussions around infrastructure investments have gained traction, positioning the company for potential growth.
- The ongoing focus on renewable energy initiatives aligns with broader market trends, enhancing the company's appeal to socially conscious investors.
- Recent regulatory developments appear favorable, potentially leading to improved operational efficiencies and profitability for Ameren Illinois.
Bear Case
- Concerns over rising operational costs have been echoed in community discussions, which could impact profit margins if not managed effectively.
- Some investors remain skeptical about the pace of regulatory changes, fearing that delays could hinder growth opportunities for the company.
- Market sentiment shows caution due to potential volatility in energy prices, which could affect revenue stability for Ameren Illinois.
- Recent bearish commentary from analysts highlights the competitive landscape, suggesting that market share could be threatened by emerging players in the energy sector.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $2.09B | $314M | $1.13 |
| Q1 2026 | $2.18B | $357M | $1.28 |
| Q4 2025 | $1.78B | $252M | $0.92 |
| Q3 2025 | $2.70B | $640M | $2.35 |
Based on FMP financials and quantitative analysis
AILLI Latest News
No recent news available for AILLI.
AILLI Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for AILLI.
Price Targets
Wall Street price target analysis for AILLI.
AILLI MoonshotScore
What does this score mean?
The MoonshotScore rates AILLI 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Martin J. Lyons Jr.
Unknown
Information about Martin J. Lyons Jr.'s background is not available in the provided context. Without specific details, it is impossible to provide a comprehensive overview of his career history, education, or previous roles. Further research would be needed to gather relevant information about his professional background and qualifications.
Track Record: Information about Martin J. Lyons Jr.'s track record is not available in the provided context. Without specific details, it is impossible to provide a comprehensive overview of his achievements, strategic decisions, or company milestones under his leadership. Further research would be needed to gather relevant information about his performance and contributions.
AILLI OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Ameren Illinois Company may not meet the minimum financial standards or reporting requirements of higher tiers like OTCQX or OTCQB. Companies in this tier may have limited financial disclosure, making it more difficult for investors to assess their financial health and operational performance. Investing in companies on the OTC Other tier carries higher risks due to the lack of regulatory oversight and potential for fraud or manipulation.
- OTC Tier: OTC Other
- Limited financial disclosure increases the risk of investing in AILLI.
- Lower liquidity can lead to difficulties in buying or selling shares.
- Potential for fraud or manipulation is higher on the OTC Other tier.
- Lack of regulatory oversight increases investment risk.
- OTC stocks are more volatile than exchange-listed stocks.
- Verify the company's financial statements and disclosures.
- Research the company's management team and their track record.
- Assess the company's business model and competitive landscape.
- Evaluate the company's regulatory compliance and legal risks.
- Understand the risks associated with investing in OTC stocks.
- Consult with a financial advisor before investing.
- Check for any red flags or warning signs.
- Ameren Illinois Company is a subsidiary of Ameren Corporation, a publicly traded company.
- The company has a long operating history, founded in 1902.
- Ameren Illinois Company provides essential utility services to a large customer base.
- The company's operations are subject to regulatory oversight.
- AILLI has a market capitalization of $29.1B.
What Investors Ask About Ameren Illinois Company (AILLI) — Utilities
What does the AI Score mean for AILLI?
AILLI holds an AI Score of 43/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Ameren Illinois Company, a subsidiary of Ameren Corporation, is a regulated utility providing electric and natural gas services to central and eastern Illinois. The company focuses on delivering …
What does Ameren Illinois Company do?
Ameren Illinois Company is a regulated utility that provides electric and natural gas distribution services to approximately 1.2 million electric customers and 0.8 million natural gas customers in central and eastern Illinois. The company focuses on delivering reliable energy to its customers while maintaining and upgrading its infrastructure.
What do analysts say about AILLI stock?
As AILLI trades on the OTC market and is a subsidiary, direct analyst coverage may be limited. However, given its stable, regulated business model and its parent company's (Ameren Corporation) financials, AILLI's valuation is likely tied to its regulated asset base and allowed rate of return. Key metrics to watch include regulatory decisions, infrastructure investment plans, and operational efficiency improvements. Investors should monitor regulatory filings and industry reports for insights.
What are the main risks for AILLI?
The main risks for Ameren Illinois Company include regulatory changes that could impact allowed rates of return, increasing operational costs due to inflation and supply chain disruptions, and vulnerability to weather-related events that could disrupt service and require costly repairs. Additionally, competition from alternative energy sources and economic downturns could reduce energy demand and impact revenue.
What are the key factors to evaluate for AILLI?
Ameren Illinois Company (AILLI) holds an AI score of 43/100 (low). Ameren Illinois Company presents a stable investment profile due to its rate-regulated business model, providing predictable revenue streams. Not financial advice.
How frequently does AILLI data refresh on this page?
AILLI's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven AILLI's recent stock price performance?
Ameren Illinois Company (AILLI) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Stable revenue streams due to regulated business model. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider AILLI overvalued or undervalued right now?
Ameren Illinois Company (AILLI) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research AILLI before investing?
Before investing in Ameren Illinois Company (AILLI), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
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.
- Information is based on available data and may be subject to change.
- OTC market data may have limited availability and accuracy.
- AI analysis is pending and may provide further insights.