AEE

Ameren Corporation

DOUBTFUL — SCREEN DOES NOT PASSstock

Is AEE Halal?

Regulated electric and natural-gas utility — the service is generally permissible, but the latest filing shows debt/assets of 42.74%, above the examined asset-based limits.

What You Should Know

Ameren Corporation is a regulated utility holding company serving electric and natural-gas customers in Missouri and Illinois through Ameren Missouri and Ameren Illinois. Providing electricity and gas is a permissible service, so the activity screen is generally permissible, subject to fuel-mix and end-use review. Ameren's March 31, 2026 Form 10-Q reports $49,846 million of assets, $21,304 million of interest-bearing debt, $13 million of cash, $1,478 million of identifiable decommissioning-fund investments, $703 million of accounts receivable and $2,176 million of first-quarter revenue. Debt/assets is 42.74%, while liquidity/assets is 2.99% and receivables-plus-cash/assets is 1.44%; disclosed investment income interest and dividends were $9 million (0.41% of revenue). The asset-based financial screens fail on leverage, so AEE remains doubtful.

⚠️ Concerns

  • Debt/assets is 42.74%, above the examined 33.333% asset-based limits — confirm any market-cap screen separately
  • The regulated-utility model is structurally dependent on interest-bearing leverage
  • Ameren's $9 million of disclosed investment income should be reviewed for purification; no fixed percentage is inferred
  • Decommissioning-fund investments and fuel mix require methodology-specific review
  • Verdict can change as debt, investments and regulatory structures change — re-screen against new filings

Current quantitative Sharia screen

Based on 10-Q figures for the period ended 2026-03-31; calculated 2026-07-15.

USD · millions
Interest-bearing debt / assets
42.74%Above limit
Below 33.333% under FTSE Yasaar

21,304 / 49,846

Cash + interest-bearing securities / assets
2.99%Within limit
Below 33.333% under FTSE Yasaar

1,491 / 49,846

Receivables + cash / assets
1.44%Within limit
Below 50% under FTSE Yasaar

716 / 49,846

Non-compliant income / revenue
0.41%Within limit
No more than 5% under FTSE Yasaar

9 / 2,176

FTSE Yasaar
v4.6, February 2026
Financial
Fails
Overall
Fails

Debt/assets is 42.74%, above the 33.333% limit; liquidity/assets is 2.99% and receivables plus cash/assets is 1.44%. Interest income/revenue is 0.41%; the debt ratio fails.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Fails
Overall
Fails

Debt/assets is 42.74%, above the examined 33.33% limit; liquidity and receivables-plus-cash remain below their limits.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Fails
Overall
Fails

Debt/assets is 42.74%, above the examined Malaysia SAC limit; identifiable liquidity/assets is below its limit. This is not an official classification.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Fails

A licensed historical market-cap series is not stored; the asset-based screens already fail on debt/assets.

Business-activity disclosure

Ameren provides regulated electricity transmission, generation and distribution plus natural-gas delivery. Supplying energy is generally permissible at the activity level, while fuel mix, regulatory structures, derivatives, environmental obligations and conventional financing require continuing review.

Limitation: The filing does not allocate revenue into a universal prohibited-activity numerator or separate every customer, fuel and investment exposure by Sharia status.

Purification

Ameren discloses $9 million of investment income interest and dividends, but no scholar-approved purification percentage is inferred from that disclosure.

Inputs, assumptions and primary sources
  • Amounts are USD millions from Ameren's March 31, 2026 Form 10-Q and rounded to the nearest million.
  • Debt combines $1,178 million of short-term borrowings, $1,123 million of current long-term debt and $19,003 million of long-term debt; operating leases are excluded.
  • Cash and cash equivalents are $13 million. Identifiable decommissioning-fund investments of $1,478 million are included as interest-bearing securities; other restricted funds are not assumed to be securities.
  • Accounts receivable, net is $703 million and first-quarter revenue is $2,176 million.
  • Investment income interest and dividend is $9 million; Ameren does not provide a universal prohibited-revenue numerator for utility end uses.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

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