OMERS ADMINISTRATION Corp Takes Position in Ameren Corporation $AEE

Key Points

• OMERS Administration Corp. acquired a new 13,752-share stake in Ameren during the second quarter, valued at approximately $1.56 million. Institutional investors collectively own 79.09% of Ameren’s outstanding shares.
• Ameren’s latest quarterly earnings exceeded expectations, with EPS of $1.13 versus the $1.08 consensus, though 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, equivalent to a $3.00 annualized payout and a 2.8% yield. Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and an average price target of $121.42.

OMERS ADMINISTRATION Corp purchased a new stake in shares of Ameren Corporation (NYSE:AEE - Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 13,752 shares of the utilities provider's stock, valued at approximately $1,555,000.

A number of other institutional investors also recently bought and sold shares of AEE. Keating Financial Advisory Services Inc. purchased a new position in shares of Ameren during the 2nd quarter worth approximately $27,000. Caitong International Asset Management Co. Ltd lifted its stake in shares of Ameren by 285.5% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 266 shares of the utilities provider's stock valued at $28,000 after purchasing an additional 197 shares during the period. Garton & Associates Financial Advisors LLC purchased a new position in shares of Ameren in the 4th quarter valued at approximately $29,000. Osterweis Capital Management Inc. boosted its position in shares of Ameren by 6,040.0% during the second quarter. Osterweis Capital Management Inc. now owns 307 shares of the utilities provider's stock valued at $29,000 after purchasing an additional 302 shares in the last quarter. Finally, Whittier Trust Co. of Nevada Inc. boosted its position in shares of Ameren by 74.9% during 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 in the last quarter. 79.09% of the stock is owned by institutional investors.

Ameren Stock Up 0.9%

AEE stock opened at $107.79 on Thursday. Ameren Corporation has a twelve month low of $96.57 and a twelve month 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 cap of $29.84 billion, a PE ratio of 18.98, a price-to-earnings-growth ratio of 2.58 and a beta of 0.47. The business has a 50 day moving average of $110.92 and a 200 day moving average of $110.31.

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 analysts' consensus estimates of $1.08 by $0.05. Ameren had a return on equity of 10.95% and a net margin of 17.86%.The business had revenue of $2.09 billion during the quarter, compared to analysts' expectations of $2.27 billion. During the same quarter in the previous year, the business earned $1.01 earnings per share. The firm's quarterly revenue was down 5.8% compared to the same quarter last year. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. On average, research analysts forecast that Ameren Corporation will post 5.4 EPS for the current fiscal year.

Ameren Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 8th will be given a $0.75 dividend. 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 payout ratio is currently 52.82%.

Insider Transactions at Ameren

In related news, insider Michael L. Moehn sold 6,500 shares of the company's 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 owned 199,689 shares in the company, valued at $21,758,113.44. The trade was a 3.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Theresa A. Shaw sold 325 shares of the firm's stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $108.93, for a total transaction of $35,402.25. Following the sale, the senior vice president owned 32,340 shares of the company's stock, valued at approximately $3,522,796.20. This represents a 0.99% 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. Insiders own 0.29% of the company's stock.

Analysts Set New Price Targets

A number of research firms have issued reports on AEE. BMO Capital Markets decreased their price objective 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 target price on shares of Ameren from $122.00 to $124.00 and gave the company an "outperform" rating in a report on Monday, August 3rd. Truist Financial reduced their target price on shares of Ameren from $124.00 to $120.00 and set a "buy" rating on the stock in a research report on Monday, August 17th. Wall Street Zen lowered shares of Ameren from a "hold" rating to a "sell" rating in a research note on Saturday, August 8th. Finally, 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 research report on Thursday, July 23rd. 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, Ameren has an average rating of "Moderate Buy" and a consensus 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.

Want to see what other hedge funds are holding AEE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Ameren Corporation (NYSE:AEE - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source