Ameren Illinois Company (AILLM)
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 (AILLM) trades at $78.75 with AI Score 46/100 (Grade C). Ameren Illinois Company, a subsidiary of Ameren Corporation, is a regulated utility providing electric and natural gas services. It serves 1. 2 million electric and 0. Market cap: $31.83B, Sector: Utilities.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for AILLM: AILLM 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 AILLM against Utilities peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
AILLM: the 1 perspectives are evenly split.
How is this calculated? →Ameren Illinois Company (AILLM) Utility Operations & Dividend Profile
Ameren Illinois Company, a regulated utility subsidiary of Ameren Corporation, focuses on electric and natural gas distribution. Operating in central and eastern Illinois, it serves a substantial customer base, contributing to the region's energy infrastructure with a commitment to reliability and regulated returns.
What Is the Investment Thesis for AILLM?
Ameren Illinois Company presents a stable investment profile due to its regulated utility business model. The company's consistent revenue streams, underpinned by rate-regulated agreements, offer predictability. With a dividend yield of 2.57% and a beta of 0.23, AILLM demonstrates lower volatility compared to the broader market. Growth catalysts include ongoing infrastructure investments and potential rate adjustments. Key risks involve regulatory changes and operational challenges in maintaining and upgrading its extensive infrastructure. The company's profit margin of 16.5% and gross margin of 38.1% reflect its operational efficiency within the regulated utility landscape. The company's P/E ratio is 20.89.
Based on FMP financials and quantitative analysis
AILLM Key Highlights
- Supplies electric services to 1.2 million customers in central and eastern Illinois.
- Provides natural gas services to 0.8 million customers.
- Operates in a 43,700 square-mile service area.
- Profit Margin of 16.5% indicates efficient operations within the regulated utility sector.
- Dividend Yield of 2.57% offers a steady income stream for investors.
Who Are AILLM's Competitors?
AILLM 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. | $27.29 | +4.68% | $2.80B | 50 |
| CGKEF The Chugoku Electric Power Co., Inc. | $6.48 | -0.46% | $2.33B | 47 |
| CGKEY The Chugoku Electric Power Co., Inc. | $10.49 | +8.20% | $1.89B | 42 |
| MWTCF Manila Water Company, Inc. | $0.72 | -0.40% | $1.87B | 56 |
| 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 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AILLM's Key Strengths?
- Stable revenue stream due to regulated utility status.
- Large customer base of 1.2 million electric and 0.8 million natural gas customers.
- Extensive infrastructure network in central and eastern Illinois.
- Essential service provider ensures consistent demand.
What Are AILLM's Weaknesses?
- Dependence on regulatory approvals for rate adjustments.
- High capital expenditure requirements for infrastructure maintenance and upgrades.
- Exposure to weather-related risks and natural disasters.
- Vulnerability to changes in energy policy and regulations.
What Could Drive AILLM Stock Higher?
- Infrastructure modernization programs to enhance grid reliability and efficiency.
- Investments in smart grid technologies to improve operational performance.
- Potential rate adjustments to reflect infrastructure investments and operating costs.
What Are the Key Risks for AILLM?
- Changes in regulatory policies that could impact profitability.
- Rising costs of infrastructure maintenance and upgrades.
- Exposure to weather-related events and natural disasters.
- Dependence on regulatory approvals for rate adjustments.
What Are the Growth Opportunities for AILLM?
- Infrastructure Modernization: Ameren Illinois can capitalize on ongoing infrastructure modernization programs. These programs, driven by regulatory mandates and the need for enhanced grid reliability, involve upgrading transmission lines, distribution networks, and implementing smart grid technologies. The market for grid modernization is projected to reach $50 billion by 2030, offering substantial growth opportunities for Ameren Illinois through increased capital investments and improved operational efficiency.
- Renewable Energy Integration: The increasing focus on renewable energy presents a growth opportunity for Ameren Illinois. As Illinois aims to increase its renewable energy portfolio, Ameren Illinois can invest in integrating renewable energy sources into its grid. This includes developing transmission infrastructure to support wind and solar energy projects. The renewable energy market in Illinois is expected to grow significantly over the next decade, driven by state mandates and federal incentives.
- Smart Grid Technologies: Investing in smart grid technologies can enhance Ameren Illinois' operational efficiency and customer service. Smart grids enable real-time monitoring of energy consumption, automated outage detection, and improved grid management. The smart grid market is projected to reach $61.3 billion by 2028, offering opportunities for Ameren Illinois to reduce costs, improve reliability, and enhance customer engagement through advanced metering infrastructure (AMI) and data analytics.
- Rate Base Expansion: Ameren Illinois can grow its rate base through strategic investments in infrastructure and service improvements. A larger rate base allows the company to earn higher regulated returns, driving revenue growth. The company can pursue rate adjustments to reflect its investments and operating costs, ensuring a stable and predictable revenue stream. Regulatory support for infrastructure investments is crucial for realizing this growth opportunity.
- Natural Gas Distribution Expansion: Ameren Illinois can expand its natural gas distribution network to serve new customers and markets. This includes extending pipelines to underserved areas and upgrading existing infrastructure to improve reliability and safety. The demand for natural gas is expected to remain stable in the near term, providing opportunities for Ameren Illinois to grow its customer base and increase its natural gas distribution volumes.
What Opportunities Does AILLM Have?
- Infrastructure modernization programs to enhance grid reliability.
- Integration of renewable energy sources into the grid.
- Expansion of smart grid technologies to improve operational efficiency.
- Growth in demand for natural gas in underserved areas.
What Threats Does AILLM Face?
- Changes in regulatory policies that could impact profitability.
- Increasing competition from alternative energy sources.
- Rising costs of infrastructure maintenance and upgrades.
- Potential for cyberattacks on critical infrastructure.
What Are AILLM's Competitive Advantages?
- Regulated Utility Status: Operates as a regulated utility, providing a stable and predictable revenue stream.
- Geographic Monopoly: Holds a geographic monopoly in its service area, limiting competition.
- Essential Service Provider: Provides essential electric and natural gas services, ensuring consistent demand.
What Does AILLM Do?
Founded in 1902 as Central Illinois Public Service Company, Ameren Illinois Company evolved to become a key player in the Illinois utility sector. In October 2010, the company rebranded as Ameren Illinois Company, aligning itself more closely with its parent company, Ameren Corporation. Ameren Illinois operates within a rate-regulated framework, focusing on the transmission, distribution, and supply of electricity and natural gas. The company provides 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. Its infrastructure includes extensive electric transmission and distribution networks, as well as natural gas pipelines and distribution systems. Ameren Illinois is committed to maintaining reliable service and investing in infrastructure upgrades to meet the energy needs of its customers.
What Products and Services Does AILLM Offer?
- Engages in rate-regulated electric generation, transmission, and distribution.
- Provides natural gas distribution services.
- Supplies electric services to 1.2 million customers.
- Supplies natural gas services to 0.8 million customers.
- Maintains and upgrades electric transmission and distribution networks.
- Manages natural gas pipelines and distribution systems.
How Does AILLM Make Money?
- Generates revenue through regulated rates for electric and natural gas services.
- Invests in infrastructure upgrades to maintain and expand its service area.
- Operates under regulatory oversight, ensuring compliance with safety and environmental standards.
What Industry Does AILLM Operate In?
Ameren Illinois Company operates within the regulated electric and natural gas utility industry, characterized by stable demand and regulated pricing. The industry is undergoing modernization with investments in smart grid technologies and renewable energy integration. Key trends include increasing regulatory scrutiny, infrastructure upgrades, and a focus on sustainability. Competitors include ACEJF (ACE Electric), BRLXF (Brookfield Renewable), CGKEF (Canadian General Electric), CGKEY (Canadian General Electric), and MWTCF (Midwest Energy). Ameren Illinois is positioned to benefit from infrastructure investments and regulatory support for grid modernization.
Who Are AILLM'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 (AILLM) Valuation Context
Valued at $31.83B, AILLM is classified as a large-cap stock. Relative to its peer group, AILLM's quantitative score of 46/100 is roughly in line with the peer average of 49/100.
AILLM Revenue & Earnings Trend
In Q1 2026, AILLM 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, AILLM 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.. AILLM has traded publicly since 2010.
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. AILLM 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.
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.
AILLM Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Stable revenue stream due to regulated utility status.
- Large customer base of 1.2 million electric and 0.8 million natural gas customers.
- Extensive infrastructure network in central and eastern Illinois.
- Essential service provider ensures consistent demand.
Bear Case
- Dependence on regulatory approvals for rate adjustments.
- High capital expenditure requirements for infrastructure maintenance and upgrades.
- Exposure to weather-related risks and natural disasters.
- Vulnerability to changes in energy policy and regulations.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 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
AILLM Latest News
No recent news available for AILLM.
AILLM Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for AILLM.
Price Targets
Wall Street price target analysis for AILLM.
AILLM MoonshotScore
What does this score mean?
The MoonshotScore rates AILLM'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
Information on Martin J. Lyons Jr.'s background is not available in the provided data. Without additional context, it's impossible to provide details about his career history, education, or previous roles.
Track Record: Information on Martin J. Lyons Jr.'s track record is not available in the provided data. Without additional context, it's impossible to provide details about his key achievements, strategic decisions, or company milestones under his leadership.
AILLM OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Ameren Illinois Company (AILLM) may have limited financial disclosure and regulatory oversight compared to companies listed on major exchanges like the NYSE or NASDAQ. Companies in this tier may not meet the minimum listing requirements of higher-tier OTC markets or major exchanges, resulting in increased risk and uncertainty for investors due to less stringent reporting standards.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure increases information asymmetry.
- Lower liquidity can lead to price volatility and difficulty in executing trades.
- Higher potential for fraud or manipulation due to less regulatory oversight.
- Increased risk of delisting or trading suspension.
- OTC Other stocks may not be marginable.
- Verify the company's registration and regulatory filings.
- Review available financial statements and disclosures.
- Assess the company's business model and competitive landscape.
- Evaluate the management team's experience and track record.
- Monitor trading volume and price volatility.
- Understand the risks associated with OTC Other stocks.
- Consult with a financial advisor before investing.
- Subsidiary of Ameren Corporation.
- Long operating history since 1902.
- Provides essential utility services to a large customer base.
What Investors Ask About Ameren Illinois Company (AILLM) — Utilities
What does Ameren Illinois Company do?
Ameren Illinois Company is a regulated utility that provides electric and natural gas services to customers in central and eastern Illinois. The company operates and maintains an extensive infrastructure network, including electric transmission and distribution lines, as well as natural gas pipelines and distribution systems. Ameren Illinois generates revenue through regulated rates, ensuring a stable and predictable income stream. The company focuses on providing reliable service and investing in infrastructure upgrades to meet the energy needs of its customers.
What are the main risks for AILLM?
The main risks for Ameren Illinois Company include regulatory risks, such as changes in rate structures or environmental regulations, which could impact profitability. Infrastructure risks, such as the need for costly upgrades and maintenance, also pose a challenge. Operational risks, including weather-related disruptions and cybersecurity threats, could disrupt service and increase costs. Additionally, the company faces financial risks related to managing its debt and capital expenditures. Investors should carefully assess these risks before investing in AILLM.
What are the key factors to evaluate for AILLM?
Ameren Illinois Company (AILLM) holds an AI score of 46/100 (low). Not financial advice.
How frequently does AILLM data refresh on this page?
AILLM 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 AILLM's recent stock price performance?
Ameren Illinois Company (AILLM) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Stable revenue stream due to regulated utility status. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider AILLM overvalued or undervalued right now?
Valuing Ameren Illinois Company (AILLM) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying AILLM?
Before investing in Ameren Illinois Company (AILLM), 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) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding AILLM to a portfolio?
Key strength of Ameren Illinois Company (AILLM): Stable revenue stream due to regulated utility status. Weigh rewards against risks and diversify. Not financial advice.
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
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- Information is based on available data and may be subject to change.
- OTC market data may have limited availability and accuracy.