Ninepoint Partners LP Makes New $1.55 Million Investment in Ameren Corporation $AEE

Key Points

• Ninepoint Partners acquired 13,696 Ameren shares worth approximately $1.55 million during the second quarter. Institutional investors collectively own 79.09% of Ameren’s outstanding stock.
• Ameren reported quarterly EPS of $1.13, exceeding analyst expectations of $1.08, though 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 rating with an average price target of $121.75, above the reported share price of $108.88.

Ninepoint Partners LP acquired a new stake in Ameren Corporation (NYSE:AEE - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 13,696 shares of the utilities provider's stock, valued at approximately $1,548,000.

A number of other institutional investors have also recently added to or reduced their stakes in AEE. Vanguard Group Inc. boosted its position in shares of Ameren by 1.4% in the fourth quarter. Vanguard Group Inc. now owns 35,645,555 shares of the utilities provider's stock worth $3,559,565,000 after buying an additional 495,945 shares during the period. BlackRock Inc. acquired a new stake in Ameren during the 2nd quarter valued at $2,918,526,000. T. Rowe Price Investment Management Inc. increased its stake in Ameren by 2.3% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 15,885,476 shares of the utilities provider's stock worth $1,586,324,000 after buying an additional 362,052 shares during the period. State Street Corp increased its stake in Ameren by 3.3% during the 4th quarter. State Street Corp now owns 14,503,721 shares of the utilities provider's stock worth $1,448,342,000 after buying an additional 457,876 shares during the period. Finally, Ameriprise Financial Inc. lifted its holdings in Ameren by 3.0% in the 2nd quarter. Ameriprise Financial Inc. now owns 6,223,010 shares of the utilities provider's stock worth $597,673,000 after buying an additional 179,137 shares in the last quarter. 79.09% of the stock is owned by hedge funds and other institutional investors.

Ameren Stock Down 0.4%

Shares of Ameren stock opened at $108.88 on Friday. 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 cap of $30.14 billion, a P/E ratio of 19.17, a P/E/G ratio of 2.64 and a beta of 0.47. Ameren Corporation has a fifty-two week low of $96.57 and a fifty-two week high of $118.32. The business has a 50-day moving average price of $111.11 and a 200 day moving average price of $110.23.

Ameren (NYSE:AEE - Get Free Report) last released its earnings results on Thursday, July 30th. The utilities provider reported $1.13 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 return on equity of 10.95% and a net margin of 17.86%.Ameren's quarterly revenue was down 5.8% compared to the same quarter last year. During the same quarter last year, the business posted $1.01 EPS. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. On average, sell-side analysts forecast that Ameren Corporation will post 5.4 earnings per share for the current fiscal year.

Ameren Announces Dividend

The firm also recently disclosed 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 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date of this dividend is Tuesday, September 8th. Ameren's payout ratio is currently 52.82%.

Wall Street Analysts Forecast Growth

AEE has been the subject of a number of analyst reports. Mizuho upped 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. Morgan Stanley boosted their price target on Ameren from $115.00 to $118.00 and gave the stock an "equal weight" rating in a research note on Wednesday, July 22nd. BTIG Research set a $126.00 price target on Ameren in a report on Thursday, July 23rd. BMO Capital Markets lowered their price objective on Ameren from $121.00 to $119.00 and set an "outperform" rating for the company in a research note on Wednesday, July 22nd. Finally, Weiss Ratings reaffirmed a "buy (b)" rating on shares of Ameren in a research report on Friday, August 7th. Ten analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, Ameren currently has a consensus rating of "Moderate Buy" and an average price target of $121.75.

Insider Buying and Selling at Ameren

In other Ameren news, insider Michael L. Moehn sold 6,500 shares of the stock in a transaction on Monday, August 3rd. The shares were 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 of the company's stock, valued at approximately $21,758,113.44. This represents a 3.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 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 shares were sold at an average price of $108.93, for a total value of $35,402.25. Following the completion of the transaction, the senior vice president owned 32,340 shares of the company's stock, valued at approximately $3,522,796.20. The trade was a 0.99% 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. 0.29% of the stock is owned by insiders.

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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