Rakuten Investment Management Inc. Makes New $4.98 Million Investment in Ameren Corporation $AEE

Key Points

• Rakuten Investment Management opened a position in Ameren, buying 49,684 shares worth approximately $4.98 million during the third quarter. Institutional investors collectively own 79.09% of the company.
• Ameren beat quarterly earnings and revenue expectations: EPS was $2.42 versus the $2.29 consensus, while revenue reached $2.88 billion and rose 6.8% year over year.
• Ameren declared a quarterly dividend of $0.75 per share, equivalent to a 2.7% annualized yield. Analysts’ consensus rating was “Moderate Buy,” with an average price target of $117.43.

Rakuten Investment Management Inc. acquired a new stake in shares of Ameren Corporation (NYSE:AEE - Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 49,684 shares of the utilities provider's stock, valued at approximately $4,981,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Keating Financial Advisory Services Inc. purchased a new stake in shares of Ameren during the second quarter valued at about $27,000. Continuum Advisory LLC purchased a new position in shares of Ameren in the 2nd quarter worth approximately $30,000. 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 buying an additional 125 shares during the last quarter. Aberdeen Wealth Management LLC purchased a new position in shares of Ameren in the 2nd quarter worth approximately $35,000. Finally, Ascentis Independent Advisors bought a new position in shares of Ameren during the 1st quarter worth approximately $36,000. Hedge funds and other institutional investors own 79.09% of the company's stock.

Insider Activity

In related news, SVP Theresa A. Shaw sold 325 shares of Ameren 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 owned 32,340 shares of the company's stock, valued at $3,522,796.20. The trade was a 0.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Rafael Flores sold 248 shares of Ameren stock in a transaction dated Friday, September 11th. The stock was sold at an average price of $105.53, for a total value of $26,171.44. Following the sale, the director directly owned 13,888 shares of the company's stock, valued at $1,465,600.64. This trade represents a 1.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 7,073 shares of company stock valued at $781,254. Company insiders own 0.29% of the company's stock.

Ameren Stock Performance

Shares of AEE traded down $0.13 during trading hours on Friday, reaching $112.68. 3,122,120 shares of the company traded hands, compared to its average volume of 1,796,425. The stock has a market capitalization of $31.20 billion, a P/E ratio of 19.60, a P/E/G ratio of 3.25 and a beta of 0.42. 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 Corporation has a 12-month low of $96.57 and a 12-month high of $118.32. The business has a fifty day moving average price of $104.89 and a 200-day moving average price of $108.51.

Ameren (NYSE:AEE - Get Free Report) last issued its earnings results on Thursday, November 5th. The utilities provider reported $2.42 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.29 by $0.13. The company had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.82 billion. Ameren had a return on equity of 10.95% and a net margin of 17.86%. The firm's quarterly revenue was up 6.8% on a year-over-year basis. During the same quarter last year, the business posted $2.17 EPS. Equities analysts anticipate that Ameren Corporation will post 5.41 EPS for the current fiscal year.

Ameren Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 31st. Stockholders of record on Tuesday, December 8th will be issued a $0.75 dividend. The ex-dividend date of this dividend is Tuesday, December 8th. This represents a $3.00 dividend on an annualized basis and a dividend yield of 2.7%. Ameren's dividend payout ratio is currently 52.82%.

Wall Street Analysts Forecast Growth

AEE has been the subject of a number of analyst reports. KeyCorp increased their target price on shares of Ameren from $116.00 to $122.00 and gave the company an "overweight" rating in a research report on Tuesday, October 13th. Royal Bank Of Canada lifted their price target on shares of Ameren from $107.00 to $115.00 in a report on Monday, October 26th. BMO Capital Markets upped their price target on Ameren from $113.00 to $115.00 in a research report on Thursday, October 22nd. Weiss Ratings reissued a "buy (b)" rating on shares of Ameren in a research report on Wednesday. Finally, Wall Street Zen cut Ameren from a "hold" rating to a "sell" rating in a research report on Sunday, October 25th. Thirteen investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, Ameren presently has a consensus rating of "Moderate Buy" and an average price target of $117.43.

Key Stories Impacting Ameren

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Earnings beat and higher outlook. Third-quarter EPS was $2.42, topping the $2.29 analyst consensus, while revenue of $2.88 billion exceeded the $2.82 billion estimate and rose 6.8% year over year. Ameren also raised its 2026 guidance, citing infrastructure investment and stronger electricity sales. Q3 earnings and guidance
• Neutral Sentiment: Data-center demand could expand investment beyond $38 billion. Ameren sees data-center deals potentially pushing investment above its current plan. The additional spending could build the utility’s infrastructure and support future growth, but also raises questions about capital needs and the timing of returns. Data-center investment outlook
• Neutral Sentiment: Insider sale was pre-arranged. Michael Moehn sold 6,500 shares, about 3.25% of his holdings, under a Rule 10b5-1 trading plan; the planned nature of the transaction makes it less informative as a signal about his outlook. Insider transaction

About Ameren

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