Ameren Corporation $AEE Position Reduced by NFJ Investment Group LLC

Posted by Brian Himes on Jun 14th, 2026

NFJ Investment Group LLC cut its position in shares of Ameren Corporation (NYSE:AEE – Free Report) by 8.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 49,989 shares of the utilities provider’s stock after selling 4,646 shares during the quarter. NFJ Investment Group LLC’s holdings in Ameren were worth $4,992,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the company. Focus Partners Wealth lifted its stake in Ameren by 42.6% during the fourth quarter. Focus Partners Wealth now owns 49,874 shares of the utilities provider’s stock valued at $4,980,000 after buying an additional 14,902 shares in the last quarter. Fortitude Advisory Group L.L.C. purchased a new stake in Ameren during the fourth quarter valued at about $217,000. Aigen Investment Management LP purchased a new stake in Ameren during the fourth quarter valued at about $1,516,000. Alamea Verwaltungs GmbH lifted its stake in Ameren by 29.5% during the fourth quarter. Alamea Verwaltungs GmbH now owns 12,386 shares of the utilities provider’s stock valued at $1,279,000 after buying an additional 2,823 shares in the last quarter. Finally, Kestra Advisory Services LLC lifted its stake in Ameren by 1.3% during the fourth quarter. Kestra Advisory Services LLC now owns 18,995 shares of the utilities provider’s stock valued at $1,897,000 after buying an additional 235 shares in the last quarter. 79.09% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, SVP Theresa A. Shaw sold 1,500 shares of the stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $109.35, for a total value of $164,025.00. Following the transaction, the senior vice president owned 32,943 shares in the company, valued at approximately $3,602,317.05. This represents a 4.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.29% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have commented on AEE shares. Wells Fargo & Company reaffirmed an “overweight” rating and set a $120.00 price objective on shares of Ameren in a research note on Tuesday, April 21st. JPMorgan Chase & Co. upgraded Ameren from a “neutral” rating to an “overweight” rating and upped their target price for the company from $120.00 to $126.00 in a report on Thursday, May 21st. BTIG Research initiated coverage on Ameren in a report on Thursday, April 9th. They issued a “buy” rating and a $131.00 target price on the stock. Wall Street Zen downgraded Ameren from a “hold” rating to a “sell” rating in a report on Monday, May 25th. Finally, Morgan Stanley set a $110.00 target price on Ameren in a report on Thursday, May 21st. Nine equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $117.54.

Check Out Our Latest Analysis on AEE

Ameren Price Performance

Shares of AEE opened at $108.99 on Friday. The company has a market capitalization of $30.16 billion, a price-to-earnings ratio of 19.60, a P/E/G ratio of 2.19 and a beta of 0.47. Ameren Corporation has a fifty-two week low of $93.50 and a fifty-two week high of $115.58. The company has a debt-to-equity ratio of 1.39, a current ratio of 0.62 and a quick ratio of 0.44. The business’s 50-day moving average is $110.09 and its 200-day moving average is $106.78.

Ameren (NYSE:AEE – Get Free Report) last issued its earnings results on Tuesday, May 5th. The utilities provider reported $1.28 earnings per share for the quarter, beating analysts’ consensus estimates of $1.17 by $0.11. The company had revenue of $2.18 billion for the quarter, compared to the consensus estimate of $2.24 billion. Ameren had a return on equity of 10.94% and a net margin of 17.17%.The firm’s quarterly revenue was up 3.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.07 EPS. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. Equities research analysts expect that Ameren Corporation will post 5.36 EPS for the current fiscal year.

Ameren Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Tuesday, June 9th will be issued a $0.75 dividend. The ex-dividend date is Tuesday, June 9th. This represents a $3.00 dividend on an annualized basis and a yield of 2.8%. Ameren’s dividend payout ratio is currently 53.96%.

Ameren Company Profile

(Free Report)

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.