Gateway Wealth Partners LLC bought a new position in shares of Ameren Corporation (NYSE:AEE – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 5,848 shares of the utilities provider’s stock, valued at approximately $643,000.
Other institutional investors have also recently added to or reduced their stakes in the company. Droms Strauss Advisors Inc. MO ADV lifted its holdings in shares of Ameren by 2.2% during the first quarter. Droms Strauss Advisors Inc. MO ADV now owns 4,162 shares of the utilities provider’s stock worth $457,000 after purchasing an additional 90 shares during the period. Fortitude Advisory Group L.L.C. increased its holdings in Ameren by 4.3% in the first quarter. Fortitude Advisory Group L.L.C. now owns 2,269 shares of the utilities provider’s stock valued at $249,000 after purchasing an additional 93 shares during the period. Parallel Advisors LLC raised its position in Ameren by 1.6% during the 1st quarter. Parallel Advisors LLC now owns 5,746 shares of the utilities provider’s stock worth $632,000 after purchasing an additional 93 shares during the last quarter. GHP Investment Advisors Inc. raised its position in Ameren by 19.4% during the 1st quarter. GHP Investment Advisors Inc. now owns 602 shares of the utilities provider’s stock worth $66,000 after purchasing an additional 98 shares during the last quarter. Finally, Kentucky Trust Co raised its position in Ameren by 0.7% during the 4th quarter. Kentucky Trust Co now owns 14,759 shares of the utilities provider’s stock worth $1,474,000 after purchasing an additional 100 shares during the last quarter. 79.09% of the stock is owned by institutional investors.
Insider Buying and Selling at Ameren
In related news, SVP Theresa A. Shaw sold 1,500 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $109.35, for a total transaction of $164,025.00. Following the transaction, the senior vice president directly owned 32,943 shares of the company’s stock, valued at $3,602,317.05. This trade represents a 4.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.29% of the stock is owned by insiders.
Key Stories Impacting Ameren
- Positive Sentiment: Ameren reported second-quarter 2026 diluted EPS of $1.13, up from $1.01 a year earlier and $0.05 above the $1.08 consensus estimate. Net income attributable to common shareholders rose to $314 million from $275 million. Ameren Announces Second Quarter 2026 Results
- Positive Sentiment: Management reaffirmed 2026 adjusted EPS guidance of $5.25 to $5.45, broadly consistent with the $5.37 analyst consensus. Earnings growth in Ameren Missouri and Ameren Transmission, supported by infrastructure investments, helped offset higher operating and maintenance costs. Ameren Q2 2026 Net Income Rises to $314 Million
- Neutral Sentiment: Brokerages maintain a consensus rating of “Moderate Buy,” suggesting continued support from analysts, although the stock’s valuation and guidance range leave limited room for major upward revisions. Ameren Corporation Given Consensus Rating of Moderate Buy
- Negative Sentiment: Quarterly revenue fell 5.8% year over year to $2.092 billion and missed the $2.27 billion consensus estimate. The revenue shortfall may have outweighed the EPS beat for investors, particularly as higher expenses partially offset returns from infrastructure investments. Ameren Earnings Results
- Negative Sentiment: Ameren’s internal analysis reportedly indicates that its planned large gas plant would still leave the Midwest short of power and reserves needed to meet surging data-center demand. That raises questions about the project’s ability to resolve regional capacity constraints ahead of a key approval process. Ameren Gas Plant and Midwest Power Crunch
- Negative Sentiment: Reported insider activity shows nine sales and no purchases over the past six months, which may add to investor caution, although insider transactions do not necessarily reflect the company’s operating outlook. Ameren Insider Trading Activity
Ameren Trading Down 1.1%
NYSE:AEE opened at $108.76 on Friday. The company has a debt-to-equity ratio of 1.39, a current ratio of 0.62 and a quick ratio of 0.44. Ameren Corporation has a one year low of $96.57 and a one year high of $118.32. The company has a market cap of $30.10 billion, a PE ratio of 19.56, a PEG ratio of 2.66 and a beta of 0.47. The firm has a 50-day moving average of $110.99 and a 200-day moving average of $109.60.
Ameren (NYSE:AEE – Get Free Report) last announced its earnings results on Thursday, July 30th. The utilities provider reported $1.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.08 by $0.05. Ameren had a return on equity of 10.94% and a net margin of 17.17%.The company had revenue of $2.09 billion for the quarter, compared to analysts’ expectations of $2.27 billion. During the same quarter in the previous year, the firm earned $1.01 earnings per share. Ameren’s quarterly revenue was down 5.8% on a year-over-year basis. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. As a group, equities research analysts expect that Ameren Corporation will post 5.39 EPS for the current fiscal year.
Ameren Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Tuesday, June 9th were issued a $0.75 dividend. The ex-dividend date was Tuesday, June 9th. This represents a $3.00 annualized dividend and a dividend yield of 2.8%. Ameren’s dividend payout ratio is currently 53.96%.
Analysts Set New Price Targets
A number of equities research analysts have commented on the company. Weiss Ratings upgraded Ameren from a “buy (b-)” rating to a “buy (b)” rating in a research report on Monday, May 11th. JPMorgan Chase & Co. raised their price objective on Ameren from $126.00 to $137.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Truist Financial lifted their price objective on Ameren from $121.00 to $124.00 and gave the stock a “buy” rating in a research note on Thursday, July 16th. Wall Street Zen upgraded Ameren from a “sell” rating to a “hold” rating in a report on Saturday, July 25th. Finally, BTIG Research set a $126.00 target price on shares of Ameren in a research report on Thursday, July 23rd. Ten research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, Ameren has a consensus rating of “Moderate Buy” and a consensus target price of $121.50.
View Our Latest Research Report on AEE
About Ameren
Ameren Corporation (NYSE: AEE) is an integrated energy company headquartered in St. Louis, Missouri, that provides electric and natural gas delivery and related services in portions of Missouri and Illinois. The company operates regulated utility businesses that serve a broad mix of residential, commercial and industrial customers, and it participates in wholesale energy markets and transmission operations that support reliable service across its service territories.
Ameren’s core activities include generation, transmission and distribution of electricity, distribution of natural gas, and the provision of customer energy solutions such as demand-side management and energy efficiency programs.
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