Ameren Corporation $AEE Shares Acquired by Concurrent Investment Advisors LLC

Key Points

• Concurrent Investment Advisors more than doubled its Ameren stake in the second quarter, increasing holdings by 118.9% to 40,028 shares valued at approximately $4.5 million. Institutional investors collectively own 79.09% of Ameren.
• Ameren reported quarterly EPS of $1.13, exceeding estimates of $1.08, although revenue fell 5.8% year over year to $2.09 billion. The company reaffirmed fiscal 2026 EPS guidance of $5.25 to $5.45.
• Ameren declared a quarterly dividend of $0.75 per share, equivalent to $3.00 annually and a 2.8% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $121.42, versus a recent share price of $106.34.

Concurrent Investment Advisors LLC increased its position in shares of Ameren Corporation (NYSE:AEE - Free Report) by 118.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 40,028 shares of the utilities provider's stock after buying an additional 21,744 shares during the period. Concurrent Investment Advisors LLC's holdings in Ameren were worth $4,525,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in AEE. Keating Financial Advisory Services Inc. acquired a new stake in shares of Ameren during the second quarter valued at about $27,000. Caitong International Asset Management Co. Ltd lifted its stake in shares of Ameren by 285.5% in the third quarter. Caitong International Asset Management Co. Ltd now owns 266 shares of the utilities provider's stock worth $28,000 after acquiring an additional 197 shares in the last quarter. Continuum Advisory LLC acquired a new position in shares of Ameren in the second quarter worth about $30,000. Garton & Associates Financial Advisors LLC purchased a new position in Ameren in the fourth quarter valued at about $29,000. Finally, Whittier Trust Co. of Nevada Inc. boosted its holdings in Ameren by 74.9% in the first quarter. Whittier Trust Co. of Nevada Inc. now owns 292 shares of the utilities provider's stock valued at $33,000 after purchasing an additional 125 shares during the last quarter. Institutional investors and hedge funds own 79.09% of the company's stock.

Ameren Stock Down 0.1%

NYSE:AEE opened at $106.34 on Monday. The company has a market capitalization of $29.44 billion, a price-to-earnings ratio of 18.72, a price-to-earnings-growth ratio of 3.11 and a beta of 0.46. Ameren Corporation has a one year low of $96.57 and a one year high of $118.32. The stock has a 50-day simple moving average of $110.13 and a 200 day simple moving average of $110.25. The company has a debt-to-equity ratio of 1.38, a quick ratio of 0.37 and a current ratio of 0.53.

Ameren (NYSE:AEE - Get Free Report) last announced its quarterly earnings data 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 10.95% and a net margin of 17.86%.The firm had revenue of $2.09 billion for the quarter, compared to analysts' expectations of $2.27 billion. During the same quarter in the prior year, the firm posted $1.01 earnings per share. Ameren's revenue for the quarter was down 5.8% compared to the same quarter last year. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. Sell-side analysts predict that Ameren Corporation will post 5.4 EPS for the current fiscal year.

Ameren Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Tuesday, September 8th will be given a dividend of $0.75 per share. This represents a $3.00 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend is Tuesday, September 8th. Ameren's dividend payout ratio is currently 52.82%.

Insider Buying and Selling at Ameren

In other Ameren news, SVP Theresa A. Shaw sold 325 shares of the business's stock in a transaction on Friday, August 14th. The shares were sold at an average price of $108.93, for a total transaction of $35,402.25. Following the completion of the sale, the senior vice president owned 32,340 shares in the company, valued at $3,522,796.20. The trade was a 0.99% 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. Also, insider Michael L. Moehn sold 6,500 shares of the stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $108.96, for a total transaction of $708,240.00. Following the sale, the insider directly owned 199,689 shares in the company, valued at $21,758,113.44. This trade represents a 3.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.29% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the company. Barclays raised their price objective on Ameren from $116.00 to $117.00 and gave the company an "equal weight" rating in a research note on Thursday, July 9th. Wall Street Zen cut Ameren from a "hold" rating to a "sell" rating in a research note on Saturday, August 8th. KeyCorp upgraded Ameren from a "sector weight" rating to an "overweight" rating and set a $122.00 target price for the company in a research note on Thursday, July 23rd. Truist Financial decreased their price target on shares of Ameren from $124.00 to $120.00 and set a "buy" rating for the company in a research report on Monday, August 17th. Finally, BTIG Research set a $126.00 price target on shares of Ameren in a research note on Thursday, July 23rd. Ten investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat.com, Ameren has an average rating of "Moderate Buy" and an average price target of $121.42.

Ameren Profile

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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