B. Metzler seel. Sohn & Co. AG Reduces Holdings in Ameren Corporation $AEE

Key Points

• B. Metzler seel. Sohn & Co. AG reduced its Ameren stake by 17.3% in the second quarter, selling 9,710 shares and retaining 46,364 shares valued at approximately $5.24 million. Institutional investors collectively own 79.09% of Ameren.
• Ameren reported quarterly earnings of $1.13 per share, 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–$5.45.
• Ameren declared a quarterly dividend of $0.75 per share, equivalent to an annualized $3.00 payout and a 2.8% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $121.42.

B. Metzler seel. Sohn & Co. AG cut its holdings in shares of Ameren Corporation (NYSE:AEE - Free Report) by 17.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 46,364 shares of the utilities provider's stock after selling 9,710 shares during the period. B. Metzler seel. Sohn & Co. AG's holdings in Ameren were worth $5,241,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Keating Financial Advisory Services Inc. bought a new position in shares of Ameren during the second quarter worth about $27,000. Caitong International Asset Management Co. Ltd lifted its holdings in Ameren by 285.5% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 266 shares of the utilities provider's stock worth $28,000 after buying an additional 197 shares during the last quarter. Garton & Associates Financial Advisors LLC bought a new position in Ameren during the 4th quarter worth approximately $29,000. Osterweis Capital Management Inc. grew its position in shares of Ameren by 6,040.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 307 shares of the utilities provider's stock worth $29,000 after acquiring an additional 302 shares in the last quarter. Finally, Whittier Trust Co. of Nevada Inc. grew its position in shares of Ameren by 74.9% in the 1st quarter. Whittier Trust Co. of Nevada Inc. now owns 292 shares of the utilities provider's stock worth $33,000 after acquiring an additional 125 shares in the last quarter. 79.09% of the stock is owned by hedge funds and other institutional investors.

Ameren Trading Up 0.5%

Ameren stock opened at $106.41 on Friday. Ameren Corporation has a 52-week low of $96.57 and a 52-week high of $118.32. The company has a quick ratio of 0.37, a current ratio of 0.53 and a debt-to-equity ratio of 1.38. The firm has a market capitalization of $29.46 billion, a price-to-earnings ratio of 18.73, a PEG ratio of 3.10 and a beta of 0.46. The firm has a 50-day moving average price of $110.33 and a two-hundred day moving average price of $110.29.

Ameren (NYSE:AEE - Get Free Report) last announced its earnings results on Thursday, July 30th. The utilities provider reported $1.13 earnings per share for the quarter, beating the consensus estimate of $1.08 by $0.05. The firm had revenue of $2.09 billion for the quarter, compared to the consensus estimate of $2.27 billion. Ameren had a return on equity of 10.95% and a net margin of 17.86%.The firm's revenue for the quarter was down 5.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.01 EPS. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. Sell-side analysts expect that Ameren Corporation will post 5.4 earnings per share for the current year.

Ameren Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Tuesday, September 8th will be issued a $0.75 dividend. This represents a $3.00 annualized dividend and a dividend yield of 2.8%. The ex-dividend date is Tuesday, September 8th. Ameren's dividend payout ratio (DPR) is presently 52.82%.

Insider Buying and Selling

In other Ameren news, SVP Theresa Shaw sold 325 shares of the firm's stock in a transaction dated Friday, August 14th. The stock was 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 directly owned 32,340 shares in the company, valued at approximately $3,522,796.20. This trade represents a 0.99% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michael Moehn sold 6,500 shares of Ameren stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $108.96, for a total value of $708,240.00. Following the transaction, the insider directly owned 199,689 shares in the company, valued at approximately $21,758,113.44. This trade represents a 3.15% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.29% of the stock is owned by insiders.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. BMO Capital Markets decreased their price objective on shares of Ameren from $121.00 to $119.00 and set an "outperform" rating for the company in a report on Wednesday, July 22nd. Wall Street Zen cut shares of Ameren from a "hold" rating to a "sell" rating in a report on Saturday, August 8th. BTIG Research set a $126.00 price target on shares of Ameren in a research report on Thursday, July 23rd. KeyCorp raised shares of Ameren from a "sector weight" rating to an "overweight" rating and set a $122.00 price target for the company in a report on Thursday, July 23rd. Finally, Mizuho boosted their price objective on shares of Ameren from $122.00 to $124.00 and gave the company an "outperform" rating in a research report on Monday, August 3rd. Ten equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Ameren has a consensus rating of "Moderate Buy" and a consensus target price 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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