Tidal Investments LLC Acquires 21,975 Shares of Ameren Corporation $AEE

Key Points

• Tidal Investments increased its Ameren holdings by 226.6% in the second quarter, acquiring 21,975 additional shares for a total position valued at approximately $3.58 million. Institutional investors collectively own 79.09% of Ameren’s stock.
• Ameren reported quarterly EPS of $1.13, surpassing estimates of $1.08, although revenue declined 5.8% year over year to $2.09 billion. The company maintained fiscal 2026 EPS guidance of $5.25 to $5.45.
• Ameren declared a quarterly dividend of $0.75 per share, equivalent to a 2.9% annualized yield. Analysts give the stock a consensus “Moderate Buy” rating with an average price target of $121.42, compared with a recent price of $103.93.

Tidal Investments LLC increased its holdings in shares of Ameren Corporation (NYSE:AEE - Free Report) by 226.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 31,672 shares of the utilities provider's stock after acquiring an additional 21,975 shares during the quarter. Tidal Investments LLC's holdings in Ameren were worth $3,580,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also bought and sold shares of AEE. Amundi raised its position in shares of Ameren by 106.0% in the first quarter. Amundi now owns 919,349 shares of the utilities provider's stock valued at $101,055,000 after buying an additional 473,048 shares in the last quarter. Focus Partners Advisor Solutions LLC acquired a new stake in Ameren during the second quarter worth approximately $1,637,000. Franklin Resources Inc. increased its stake in Ameren by 5.2% during the 4th quarter. Franklin Resources Inc. now owns 2,473,120 shares of the utilities provider's stock worth $246,966,000 after acquiring an additional 123,084 shares during the period. North Dakota State Investment Board bought a new position in Ameren during the 4th quarter worth $924,000. Finally, Northwestern Mutual Wealth Management Co. raised its holdings in Ameren by 239.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 92,993 shares of the utilities provider's stock valued at $9,286,000 after acquiring an additional 65,614 shares in the last quarter. Institutional investors and hedge funds own 79.09% of the company's stock.

Ameren Stock Performance

NYSE:AEE opened at $103.93 on Tuesday. The stock's 50-day moving average is $109.14 and its 200-day moving average is $110.06. Ameren Corporation has a 1-year low of $96.57 and a 1-year high of $118.32. The company has a current ratio of 0.53, a quick ratio of 0.37 and a debt-to-equity ratio of 1.38. The stock has a market cap of $28.77 billion, a P/E ratio of 18.30, a price-to-earnings-growth ratio of 3.07 and a beta of 0.46.

Ameren (NYSE:AEE - Get Free Report) last issued 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 net margin of 17.86% and a return on equity of 10.95%. The business had revenue of $2.09 billion during the quarter, compared to analyst estimates of $2.27 billion. During the same quarter last year, the business earned $1.01 EPS. The firm's quarterly revenue was down 5.8% on a year-over-year basis. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. Equities research analysts anticipate that Ameren Corporation will post 5.4 earnings per share for the current year.

Ameren Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 8th will be paid a dividend of $0.75 per share. The ex-dividend date of this dividend is Tuesday, September 8th. This represents a $3.00 annualized dividend and a dividend yield of 2.9%. Ameren's dividend payout ratio (DPR) is presently 52.82%.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the company. JPMorgan Chase & Co. raised their price target on Ameren from $126.00 to $137.00 and gave the stock an "overweight" rating in a research report on Thursday, July 16th. Morgan Stanley cut their price objective on shares of Ameren from $118.00 to $114.00 and set an "equal weight" rating for the company in a research report on Friday, August 21st. Truist Financial reduced their price objective on shares of Ameren from $124.00 to $120.00 and set a "buy" rating on the stock in a research note on Monday, August 17th. Barclays raised their target price on shares of Ameren from $116.00 to $117.00 and gave the company an "equal weight" rating in a report on Thursday, July 9th. Finally, Mizuho boosted their target price 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. Ten research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, Ameren has an average rating of "Moderate Buy" and a consensus target price of $121.42.

Insider Transactions at Ameren

In other news, Director Rafael Flores sold 248 shares of Ameren stock in a transaction on Friday, September 11th. The shares were sold at an average price of $105.53, for a total transaction of $26,171.44. Following the transaction, the director owned 13,888 shares in the company, valued at approximately $1,465,600.64. The trade was a 1.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Theresa Shaw sold 325 shares of the stock in a transaction 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 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. 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. Over the last 90 days, insiders have sold 7,073 shares of company stock worth $769,814. Company insiders own 0.29% of the company's stock.

About Ameren

Ameren Corporation NYSE: AEE is a regulated electric and natural gas utility holding company headquartered in St. Louis, Missouri. Through its operating companies, Ameren provides energy generation, transmission, distribution and related services to customers in Missouri and Illinois.

Ameren Missouri operates an integrated electric utility serving communities across Missouri and also provides natural gas distribution services in parts of the state. Ameren Illinois operates electric and natural gas distribution businesses serving customers throughout much of Illinois.

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