Mitsubishi UFJ Asset Management Co. Ltd. Makes New Investment in Ameren Corporation $AEE

Key Points

• Mitsubishi UFJ Asset Management acquired 666,365 Ameren shares valued at approximately $75.3 million, while institutional investors collectively own 79.09% of the utility company.
• Ameren reported quarterly EPS of $1.13, beating the $1.08 consensus estimate, although revenue fell 5.8% year over year to $2.09 billion. The company maintained fiscal 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 2.7% yield. Analysts hold a “Moderate Buy” consensus rating with an average price target of $121.75.

Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in Ameren Corporation (NYSE:AEE - Free Report) during the second quarter, according to its most recent filing with the SEC. The firm acquired 666,365 shares of the utilities provider's stock, valued at approximately $75,326,000. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.24% of Ameren as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Amundi boosted its position in Ameren by 106.0% during the 1st quarter. Amundi now owns 919,349 shares of the utilities provider's stock valued at $101,055,000 after acquiring an additional 473,048 shares in the last quarter. Vanguard Group Inc. grew its holdings in shares of Ameren by 1.4% during the 4th quarter. Vanguard Group Inc. now owns 35,645,555 shares of the utilities provider's stock worth $3,559,565,000 after acquiring an additional 495,945 shares during the period. Focus Partners Advisor Solutions LLC bought a new position in shares of Ameren in the 2nd quarter worth approximately $1,637,000. UBS Group AG raised its position in shares of Ameren by 4.7% in the 4th quarter. UBS Group AG now owns 973,193 shares of the utilities provider's stock worth $97,183,000 after acquiring an additional 43,821 shares in the last quarter. Finally, Franklin Resources Inc. lifted its stake in shares of Ameren by 5.2% in the 4th quarter. Franklin Resources Inc. now owns 2,473,120 shares of the utilities provider's stock valued at $246,966,000 after purchasing an additional 123,084 shares during the period. Institutional investors own 79.09% of the company's stock.

Ameren Trading Up 0.3%

NYSE:AEE opened at $109.75 on Wednesday. The stock has a market cap of $30.38 billion, a price-to-earnings ratio of 19.32, a PEG ratio of 2.65 and a beta of 0.47. The company's 50 day moving average price is $111.09 and its 200-day moving average price is $110.15. 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.

Ameren (NYSE:AEE - Get Free Report) last released its quarterly earnings data 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 during the quarter, compared to analysts' expectations of $2.27 billion. Ameren had a net margin of 17.86% and a return on equity of 10.95%. The firm's quarterly revenue was down 5.8% on a year-over-year basis. During the same period in the previous year, the company earned $1.01 earnings per share. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. On average, equities research analysts forecast that Ameren Corporation will post 5.39 earnings per share for the current fiscal year.

Ameren Announces Dividend

The firm also recently announced 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. The ex-dividend date is Tuesday, September 8th. This represents a $3.00 annualized dividend and a dividend yield of 2.7%. Ameren's dividend payout ratio (DPR) is currently 52.82%.

Insider Buying and Selling at Ameren

In other Ameren news, insider Michael L. Moehn sold 6,500 shares of Ameren stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $108.96, for a total value of $708,240.00. Following the sale, the insider directly owned 199,689 shares in the company, valued at approximately $21,758,113.44. The trade was a 3.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Theresa A. Shaw sold 325 shares of Ameren stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $108.93, for a total value 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. The trade was a 0.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.29% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on AEE. KeyCorp upgraded Ameren from a "sector weight" rating to an "overweight" rating and set a $122.00 price target on the stock in a research report on Thursday, July 23rd. Barclays raised their price objective on Ameren from $116.00 to $117.00 and gave the company an "equal weight" rating in a research report on Thursday, July 9th. Weiss Ratings restated a "buy (b)" rating on shares of Ameren in a report on Friday, August 7th. BTIG Research set a $126.00 price target on shares of Ameren in a research note on Thursday, July 23rd. Finally, BMO Capital Markets lowered their price target on shares of Ameren from $121.00 to $119.00 and set an "outperform" rating for the company in a research report on Wednesday, July 22nd. Ten research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $121.75.

Ameren Company 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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