Stack Financial Management Inc Invests $17.65 Million in Ameren Corporation $AEE

Key Points

• Stack Financial Management acquired 156,114 Ameren shares in the second quarter, worth approximately $17.65 million and representing about 0.06% of the utility company. Institutional investors collectively own 79.09% of Ameren.
• Ameren reported quarterly EPS of $1.13, beating estimates of $1.08, although revenue fell 5.8% year over year to $2.09 billion. The company maintained fiscal 2026 EPS guidance of $5.25 to $5.45.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and $122.08 target price versus the stock’s recent price of $109.72; however, one research firm downgraded the shares to “sell.”

Stack Financial Management Inc acquired a new stake in Ameren Corporation (NYSE:AEE - Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 156,114 shares of the utilities provider's stock, valued at approximately $17,647,000. Stack Financial Management Inc owned approximately 0.06% of Ameren as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Droms Strauss Advisors Inc. MO ADV lifted its stake in Ameren by 2.2% in the first quarter. Droms Strauss Advisors Inc. MO ADV now owns 4,162 shares of the utilities provider's stock worth $457,000 after purchasing an additional 90 shares during the last quarter. Fortitude Advisory Group L.L.C. grew its stake in shares of Ameren by 4.3% during the first quarter. Fortitude Advisory Group L.L.C. now owns 2,269 shares of the utilities provider's stock valued at $249,000 after buying an additional 93 shares during the last quarter. Parallel Advisors LLC grew its stake in shares of Ameren by 1.6% during the first quarter. Parallel Advisors LLC now owns 5,746 shares of the utilities provider's stock valued at $632,000 after buying an additional 93 shares during the last quarter. GHP Investment Advisors Inc. grew its stake in shares of Ameren by 19.4% during the first quarter. GHP Investment Advisors Inc. now owns 602 shares of the utilities provider's stock valued at $66,000 after buying an additional 98 shares during the last quarter. Finally, Segment Wealth Management LLC increased its holdings in shares of Ameren by 3.5% in the fourth quarter. Segment Wealth Management LLC now owns 3,045 shares of the utilities provider's stock worth $304,000 after buying an additional 104 shares during the period. Institutional investors own 79.09% of the company's stock.

Ameren Price Performance

AEE stock opened at $109.72 on Friday. The stock has a market capitalization of $30.38 billion, a price-to-earnings ratio of 19.32, a PEG ratio of 2.64 and a beta of 0.47. The firm's 50-day moving average price is $111.01 and its two-hundred day moving average price is $110.02. The company has a current ratio of 0.53, a quick ratio of 0.37 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.

Ameren (NYSE:AEE - Get Free Report) last posted its earnings results on Thursday, July 30th. The utilities provider reported $1.13 earnings per share for the quarter, topping analysts' consensus estimates of $1.08 by $0.05. The company had revenue of $2.09 billion during the quarter, compared to analyst estimates of $2.27 billion. Ameren had a net margin of 17.86% and a return on equity of 10.95%. Ameren's revenue for the quarter was down 5.8% on a year-over-year basis. During the same period in the prior year, the business posted $1.01 earnings per share. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. As a group, equities analysts predict that Ameren Corporation will post 5.39 earnings per share for the current year.

Insider Transactions at Ameren

In other Ameren news, insider Michael L. Moehn sold 6,500 shares of the company's stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $108.96, for a total transaction of $708,240.00. Following the completion of the transaction, the insider owned 199,689 shares of the company's stock, valued at $21,758,113.44. This represents a 3.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.29% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on AEE shares. Truist Financial boosted their target price on Ameren from $121.00 to $124.00 and gave the company a "buy" rating in a research note on Thursday, July 16th. Barclays raised their price target on Ameren from $116.00 to $117.00 and gave the stock an "equal weight" rating in a research report on Thursday, July 9th. Wall Street Zen cut Ameren from a "hold" rating to a "sell" rating in a research note on Saturday, August 8th. Morgan Stanley boosted their price objective on Ameren from $115.00 to $118.00 and gave the company an "equal weight" rating in a research report on Wednesday, July 22nd. Finally, Wells Fargo & Company reissued an "overweight" rating and set a $120.00 price objective on shares of Ameren in a research note on Tuesday, April 21st. Ten equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat, Ameren currently has a consensus rating of "Moderate Buy" and a consensus target price of $122.08.

About Ameren

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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