Corient Private Wealth LP Sells 21,277 Shares of Ameren Corporation $AEE

Key Points

• Corient Private Wealth reduced its Ameren stake by 17.2% in the second quarter, selling 21,277 shares and retaining 102,301 shares valued at approximately $11.6 million. Institutional investors collectively own 79.09% of Ameren.
• Ameren reported quarterly EPS of $1.13, exceeding estimates of $1.08, while revenue fell 5.8% year over year to $2.09 billion. The company also maintained FY 2026 EPS guidance of $5.25–$5.45.
• Ameren declared a quarterly dividend of $0.75 per share, representing a $3.00 annualized payout and a 2.9% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $121.42.

Corient Private Wealth LP reduced its stake in Ameren Corporation (NYSE:AEE - Free Report) by 17.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 102,301 shares of the utilities provider's stock after selling 21,277 shares during the period. Corient Private Wealth LP's holdings in Ameren were worth $11,564,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. BlackRock Inc. bought a new stake in Ameren during the 2nd quarter valued at about $2,918,526,000. T. Rowe Price Investment Management Inc. grew its holdings in shares of Ameren by 2.3% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 15,885,476 shares of the utilities provider's stock valued at $1,586,324,000 after buying an additional 362,052 shares during the last quarter. Janus Henderson Group PLC grew its holdings in shares of Ameren by 11.5% during the first quarter. Janus Henderson Group PLC now owns 5,377,156 shares of the utilities provider's stock valued at $591,056,000 after buying an additional 553,164 shares during the last quarter. Jupiter Topco LLC bought a new stake in shares of Ameren during the second quarter valued at approximately $578,254,000. Finally, Bessemer Group Inc. increased its position in shares of Ameren by 0.7% during the first quarter. Bessemer Group Inc. now owns 2,758,605 shares of the utilities provider's stock valued at $303,227,000 after acquiring an additional 18,526 shares in the last quarter. Institutional investors own 79.09% of the company's stock.

Ameren Price Performance

NYSE AEE opened at $103.08 on Thursday. The company has a 50-day moving average price of $108.71 and a 200-day moving average price of $109.94. 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 $28.54 billion, a P/E ratio of 18.15, a PEG ratio of 3.01 and a beta of 0.46.

Ameren (NYSE:AEE - Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The utilities provider reported $1.13 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.08 by $0.05. The company had revenue of $2.09 billion for the quarter, compared to the consensus estimate of $2.27 billion. Ameren had a net margin of 17.86% and a return on equity of 10.95%. The firm's revenue was down 5.8% compared to the same quarter last year. During the same quarter last year, the firm posted $1.01 earnings per share. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. Equities research analysts anticipate that Ameren Corporation will post 5.4 earnings per share for the current year.

Ameren Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 8th will be paid a dividend of $0.75 per share. This represents a $3.00 annualized dividend and a dividend yield of 2.9%. The ex-dividend date is Tuesday, September 8th. Ameren's dividend payout ratio (DPR) is currently 52.82%.

Insider Activity

In other news, Director Rafael Flores sold 248 shares of the business's stock in a transaction on Friday, September 11th. The shares were sold at an average price of $105.53, for a total transaction of $26,171.44. Following the completion of the sale, the director owned 13,888 shares of the company's stock, valued at $1,465,600.64. The trade was a 1.75% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Michael Moehn sold 6,500 shares of the company's stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $108.96, for a total value of $708,240.00. Following the completion of the sale, the insider owned 199,689 shares of the company's stock, valued at $21,758,113.44. This trade represents a 3.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 7,073 shares of company stock valued at $769,814 in the last 90 days. Company insiders own 0.29% of the company's stock.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on AEE shares. Truist Financial lowered their price objective on Ameren from $124.00 to $120.00 and set a "buy" rating on the stock in a research report on Monday, August 17th. BMO Capital Markets reduced their target price on Ameren from $121.00 to $119.00 and set an "outperform" rating for the company in a report on Wednesday, July 22nd. Mizuho boosted their price target on Ameren from $122.00 to $124.00 and gave the stock an "outperform" rating in a research note on Monday, August 3rd. Wall Street Zen cut Ameren from a "hold" rating to a "sell" rating in a research note on Saturday, August 8th. Finally, JPMorgan Chase & Co. upped their price target on Ameren from $126.00 to $137.00 and gave the company an "overweight" rating in a report on Thursday, July 16th. Ten analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $121.42.

Ameren Company Profile

Ameren Corporation NYSE: AEE is a regulated electric and natural gas utility holding company headquartered in St. Louis, Missouri. Through its operating companies, Ameren provides energy generation, transmission, distribution and related services to customers in Missouri and Illinois.

Ameren Missouri operates an integrated electric utility serving communities across Missouri and also provides natural gas distribution services in parts of the state. Ameren Illinois operates electric and natural gas distribution businesses serving customers throughout much of Illinois.

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