Ameren Illinois Company (AILLO)
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 (AILLO) trades at $68.40 with AI Score 44/100 (Grade C). Ameren Illinois Company, a subsidiary of Ameren Corporation, is a regulated utility providing electric and natural gas services to central and eastern Illinois. It serves 1. Market cap: $31.83B, Sector: Utilities.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for AILLO: AILLO 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 AILLO against Utilities peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
AILLO: the 1 perspectives are evenly split.
How is this calculated? →Ameren Illinois Company (AILLO) Utility Operations & Dividend Profile
Ameren Illinois Company, a rate-regulated utility, provides electric and natural gas services across central and eastern Illinois. As a subsidiary of Ameren Corporation, it focuses on regulated operations, serving a large customer base with a commitment to infrastructure investment and reliability within its designated service territory.
What Is the Investment Thesis for AILLO?
Ameren Illinois Company presents a stable, regulated utility investment profile. The company's consistent profitability, with a profit margin of 16.5%, and a dividend yield of 2.57% offer potential income for investors. The low beta of 0.11 indicates lower volatility compared to the broader market. Growth catalysts include ongoing infrastructure investments and regulatory rate adjustments. Potential risks include regulatory changes and fluctuations in natural gas prices. Investors should monitor regulatory filings and economic conditions in Illinois to assess the company's long-term performance.
Based on FMP financials and quantitative analysis
AILLO Key Highlights
- Serves 1.2 million electric customers and 0.8 million natural gas customers in central and eastern Illinois.
- Operates within a 43,700 square-mile service territory.
- Profit margin of 16.5% indicates strong profitability in the regulated utility sector.
- Dividend yield of 2.57% provides a steady income stream for investors.
- Low beta of 0.11 suggests lower volatility compared to the overall market.
Who Are AILLO's Competitors?
AILLO 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 |
| CGKEY The Chugoku Electric Power Co., Inc. | $10.49 | +8.20% | $1.89B | 42 |
| CWAFF China Water Affairs Group Limited | $0.62 | +0.00% | $1.01B | 44 |
| MWTCF Manila Water Company, Inc. | $0.72 | -0.40% | $1.87B | 56 |
| MWTCY Manila Water Company, Inc. | $15.43 | +0.00% | $1.61B | 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 AILLO's Key Strengths?
- Regulated revenue stream provides stable and predictable earnings.
- Essential service ensures consistent demand.
- Extensive infrastructure network provides a competitive advantage.
- Strong relationships with regulatory bodies.
What Are AILLO's Weaknesses?
- Subject to regulatory oversight, which can limit profitability.
- Capital-intensive business requires significant investments in infrastructure.
- Vulnerable to fluctuations in natural gas prices.
- Limited growth opportunities outside of its service territory.
What Could Drive AILLO Stock Higher?
- Infrastructure investments in electric grid modernization to enhance reliability and efficiency.
- Regulatory rate adjustments by the Illinois Commerce Commission (ICC) to recover costs and earn a return on investment.
- Potential expansion of natural gas distribution network to serve new customers.
- Integration of renewable energy sources into the grid to meet state renewable portfolio standards (RPS).
- Implementation of smart grid technologies to improve energy management and customer engagement.
What Are the Key Risks for AILLO?
- Insider selling — insiders were net sellers of roughly $12.5M recently.
- Changes in regulatory policies that could impact profitability and investment decisions.
- Economic downturns that could reduce demand for electricity and natural gas.
- Environmental regulations that could increase operating costs and require additional investments.
- Cybersecurity threats that could disrupt operations and compromise customer data.
- Fluctuations in natural gas prices that could affect operating costs and customer bills.
What Are the Growth Opportunities for AILLO?
- Infrastructure Modernization: Ongoing investments in upgrading the electric grid and natural gas distribution systems present a significant growth opportunity. These upgrades enhance reliability, reduce outages, and improve energy efficiency. The Illinois Commerce Commission (ICC) supports these investments through rate adjustments, allowing Ameren Illinois to recover costs and earn a return on invested capital. This modernization is expected to continue over the next 5-10 years, driving long-term growth and improving service quality.
- Smart Grid Technologies: Implementing smart grid technologies, such as advanced metering infrastructure (AMI) and real-time monitoring systems, offers opportunities to optimize energy delivery and reduce operational costs. These technologies enable better demand response, improve outage management, and enhance customer engagement. The market for smart grid technologies is projected to grow significantly over the next decade, driven by government incentives and the need for a more resilient and efficient energy infrastructure.
- Renewable Energy Integration: Integrating renewable energy sources, such as solar and wind power, into the grid is a growing trend. Ameren Illinois can capitalize on this trend by investing in transmission infrastructure to support the delivery of renewable energy from generation sites to customers. The state of Illinois has renewable portfolio standards (RPS) that require utilities to source a certain percentage of their electricity from renewable sources, creating a demand for renewable energy infrastructure.
- Natural Gas Expansion: Expanding the natural gas distribution network to serve new residential and commercial customers represents another growth opportunity. Natural gas remains a cost-effective and reliable energy source for heating and industrial processes. Ameren Illinois can extend its service territory and increase its customer base by investing in new pipelines and distribution infrastructure. This expansion is particularly relevant in areas where natural gas is not currently available.
- Energy Efficiency Programs: Promoting energy efficiency programs among customers can reduce energy consumption and lower peak demand, benefiting both customers and the utility. Ameren Illinois can offer rebates, incentives, and educational programs to encourage customers to adopt energy-efficient appliances, lighting, and building practices. These programs can also help the company meet regulatory requirements and reduce its environmental impact. The market for energy efficiency products and services is growing as consumers become more aware of the benefits of energy conservation.
What Opportunities Does AILLO Have?
- Investments in smart grid technologies to improve efficiency and reliability.
- Expansion of natural gas distribution network to serve new customers.
- Integration of renewable energy sources into the grid.
- Implementation of energy efficiency programs to reduce demand.
What Threats Does AILLO Face?
- Changes in regulatory policies that could impact profitability.
- Economic downturns that could reduce demand for electricity and natural gas.
- Environmental regulations that could increase operating costs.
- Cybersecurity threats that could disrupt operations.
What Are AILLO's Competitive Advantages?
- Regulated Monopoly: Operates as a regulated monopoly within its service territory, providing a barrier to entry for competitors.
- Essential Service: Provides essential utility services (electricity and natural gas) that are critical for daily life and business operations.
- Infrastructure: Owns and operates extensive electric and natural gas infrastructure, which is costly and time-consuming to replicate.
- Regulatory Relationships: Maintains strong relationships with regulatory bodies, such as the Illinois Commerce Commission, which oversee its operations and rates.
What Does AILLO Do?
Ameren Illinois Company, operating as Ameren Illinois, traces its roots back to 1902, originally known as Central Illinois Public Service Company. In October 2010, the company rebranded to Ameren Illinois Company, aligning itself more closely with its parent company, Ameren Corporation. Ameren Illinois is primarily engaged in the rate-regulated electric generation, transmission, and distribution business, as well as natural gas distribution. The company delivers electricity to 1.2 million customers and natural gas to 0.8 million customers across a 43,700 square-mile area in central and eastern Illinois. Ameren Illinois's core business revolves around maintaining and upgrading its infrastructure to ensure reliable service to its customers. The company's operations are subject to regulatory oversight, which influences its pricing and investment strategies. Ameren Illinois focuses on providing essential utility services while adhering to environmental standards and safety regulations.
What Products and Services Does AILLO Offer?
- Distributes electricity to 1.2 million customers in central and eastern Illinois.
- Distributes natural gas to 0.8 million customers in central and eastern Illinois.
- Maintains and upgrades electric and natural gas infrastructure.
- Ensures reliable delivery of electricity and natural gas to customers.
- Complies with regulatory requirements set by the Illinois Commerce Commission.
- Invests in smart grid technologies to improve energy efficiency and reliability.
- Integrates renewable energy sources into the grid.
How Does AILLO Make Money?
- Generates revenue through regulated rates for electric and natural gas distribution.
- Invests in infrastructure upgrades and maintenance to ensure reliable service.
- Recovers costs and earns a return on investment through regulatory rate adjustments.
- Manages operating expenses to maintain profitability.
What Industry Does AILLO Operate In?
Ameren Illinois operates within the regulated utilities sector, characterized by stable demand and government oversight. The industry is undergoing modernization with investments in smart grids and renewable energy integration. Competition is limited within designated service territories, but companies face pressure to maintain reliability and manage costs. The market is influenced by regulatory decisions, infrastructure investments, and energy efficiency initiatives. Ameren Illinois competes with other regional utilities such as ACEJF (Ascent Capital Group, Inc.) and CGKEY (Clearway Energy, Inc.) in the broader energy market.
Who Are AILLO's Key Customers?
- Residential customers who use electricity and natural gas for heating, cooling, and appliances.
- Commercial customers, including businesses, schools, and hospitals, that rely on electricity and natural gas for their operations.
- Industrial customers who use electricity and natural gas for manufacturing and production processes.
Ameren Illinois Company Financial Trajectory
Ameren Illinois Company (AILLO) reported $2.18B in revenue for Q1 2026, reflecting 22.1% growth compared to the prior quarter. 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, AILLO 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.. AILLO has traded publicly since 2010.
How Ameren Illinois Company Is Valued
Ameren Illinois Company carries a market capitalization of $31.83B, placing it in the large-cap category. Relative to its peer group, AILLO's quantitative score of 44/100 is roughly in line with the peer average of 50/100.
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. AILLO trades at a trailing price-to-earnings ratio of 19.44, below the Utilities sector average of ~28x. Its free cash flow yield is -4.4%, 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 5.1%, 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.
Net sellingInsider Activity
Over the past six months, Ameren Illinois Company insiders filed 28 SEC Form 4 transactions — 23 sales and 5 purchases. On net that is roughly 87K shares disposed (about $12.5M), a signal worth weighing alongside the fundamentals.
AILLO Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying indicates confidence in the company's future, suggesting that key stakeholders believe in its growth potential.
- Community sentiment has tilted positively, with discussions highlighting Ameren's commitment to renewable energy initiatives, which resonate well with socially conscious investors.
- The company has announced plans for infrastructure upgrades, signaling a proactive approach to improving service reliability and efficiency.
- Positive media coverage around Ameren's sustainability efforts has bolstered its reputation, attracting interest from environmentally focused investors.
Bear Case
- Concerns over rising operational costs have surfaced, with some analysts questioning the impact on profit margins in the near term.
- Community discussions reveal skepticism about the pace of regulatory approvals for new projects, which could delay growth plans.
- Recent negative sentiment in the broader utility sector may dampen investor enthusiasm, as market participants remain cautious about economic headwinds.
- There are worries about potential competition in the renewable energy space, which could pressure Ameren's market share and growth prospects.
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
AILLO Latest News
No recent news available for AILLO.
AILLO Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for AILLO.
Price Targets
Wall Street price target analysis for AILLO.
AILLO MoonshotScore
What does this score mean?
The MoonshotScore rates AILLO'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.
CEO
Martin J. Lyons Jr. is the CEO of Ameren Illinois Company. Information regarding his detailed career history, education, and previous roles is not available in the provided source data. Therefore, a comprehensive background profile cannot be generated at this time. Further research would be required to provide a more detailed overview of his professional experience and qualifications.
Track Record: Information regarding Martin J. Lyons Jr.'s specific achievements, strategic decisions, and company milestones during his tenure as CEO of Ameren Illinois Company is not available in the provided source data. Therefore, a detailed assessment of his track record cannot be provided at this time. Further research would be required to provide a more comprehensive overview of his leadership and impact on the company.
AILLO OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Ameren Illinois Company (AILLO) 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 tiers or major exchanges, potentially reflecting a higher degree of risk and uncertainty for investors. This tier often includes companies with limited operating history, smaller market capitalization, or those that have been delisted from a major exchange.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure increases information asymmetry and makes it difficult to assess the company's financial health.
- Low trading volume can lead to price volatility and difficulty in executing trades.
- Lack of regulatory oversight increases the risk of fraud or mismanagement.
- Potential for delisting or suspension of trading due to non-compliance with OTC market rules.
- Limited analyst coverage and investor interest can result in undervaluation or mispricing.
- Verify the company's registration and legal status with the relevant regulatory authorities.
- Obtain and review any available financial statements or disclosures.
- Assess the company's business model and competitive landscape.
- Evaluate the management team's experience and track record.
- Understand the risks associated with investing in OTC securities.
- Consult with a financial advisor before making any investment decisions.
- Check for any news or regulatory actions related to the company.
- Subsidiary of Ameren Corporation, a well-established utility company.
- Operates in a regulated industry, providing essential services.
- Long operating history dating back to 1902.
- Serves a large customer base in central and eastern Illinois.
- Positive profit margin indicates financial viability.
Ameren Illinois Company Utilities Stock: Key Questions Answered
What does Ameren Illinois Company do?
Ameren Illinois Company is a regulated utility that provides electricity and natural gas distribution services to customers in central and eastern Illinois. It maintains and operates an extensive infrastructure network to deliver these essential services to 1.2 million electric customers and 0.8 million natural gas customers. The company's operations are overseen by the Illinois Commerce Commission (ICC), which regulates rates and service quality. Ameren Illinois focuses on providing reliable and affordable energy to its customers while complying with environmental regulations and investing in infrastructure modernization.
What do analysts say about AILLO stock?
Due to AILLO being an OTC traded stock, and a subsidiary, broad analyst coverage is limited. Key metrics include its P/E ratio of 19.4, profit margin of 16.5%, and dividend yield of 2.57%. Investors may want to evaluate the company's regulated business model, infrastructure investments, and regulatory environment when evaluating its potential. The company's financial performance is closely tied to regulatory decisions and economic conditions in Illinois. Further independent research is recommended.
What are the main risks for AILLO?
Ameren Illinois Company faces several risks inherent to the utility sector. Regulatory changes, such as revisions to rate structures or environmental standards, could significantly impact profitability. Economic downturns in Illinois could reduce demand for electricity and natural gas. Fluctuations in natural gas prices can affect operating costs and customer bills. Cybersecurity threats pose a risk to the company's operations and customer data. Additionally, the company's capital-intensive business requires ongoing investments in infrastructure, which could strain its financial resources.
What are the key factors to evaluate for AILLO?
Ameren Illinois Company (AILLO) holds an AI score of 44/100 (low). P/E: 19.4x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does AILLO data refresh on this page?
AILLO 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 AILLO's recent stock price performance?
Ameren Illinois Company (AILLO) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Regulated revenue stream provides stable and predictable earnings. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider AILLO overvalued or undervalued right now?
Ameren Illinois Company (AILLO) trades at 19.4x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying AILLO?
Before investing in Ameren Illinois Company (AILLO), 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).
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 be less reliable than major exchange data.
- AI analysis is pending and may provide additional insights.