Quantinno Capital Management LP Grows Stock Holdings in Ameren Corporation $AEE

Quantinno Capital Management LP grew its position in Ameren Corporation (NYSE:AEE) by 76.1% in the first quarter, HoldingsChannel reports. The institutional investor owned 361,500 shares of the utilities provider’s stock after acquiring an additional 156,192 shares during the period. Quantinno Capital Management LP’s holdings in Ameren were worth $39,736,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of AEE. Vanguard Group Inc. boosted its stake in shares of Ameren by 1.4% during the 4th quarter. Vanguard Group Inc. now owns 35,645,555 shares of the utilities provider’s stock valued at $3,559,565,000 after purchasing an additional 495,945 shares in the last quarter. UBS Group AG raised its stake in Ameren by 4.7% in the fourth quarter. UBS Group AG now owns 973,193 shares of the utilities provider’s stock worth $97,183,000 after buying an additional 43,821 shares in the last quarter. Horizon Investments LLC raised its stake in Ameren by 193.1% in the fourth quarter. Horizon Investments LLC now owns 26,312 shares of the utilities provider’s stock worth $2,628,000 after buying an additional 17,336 shares in the last quarter. Franklin Resources Inc. lifted its holdings in Ameren by 5.2% in the fourth quarter. Franklin Resources Inc. now owns 2,473,120 shares of the utilities provider’s stock worth $246,966,000 after buying an additional 123,084 shares during the period. Finally, North Dakota State Investment Board purchased a new stake in Ameren in the fourth quarter worth about $924,000. Hedge funds and other institutional investors own 79.09% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have weighed in on AEE. Wells Fargo & Company reiterated an “overweight” rating and set a $120.00 target price on shares of Ameren in a report on Tuesday, April 21st. Weiss Ratings upgraded Ameren from a “buy (b-)” rating to a “buy (b)” rating in a research note on Monday, May 11th. Morgan Stanley lifted their price target on Ameren from $115.00 to $118.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 22nd. Barclays upped their price target on Ameren from $116.00 to $117.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 9th. Finally, JPMorgan Chase & Co. increased their price objective on Ameren from $126.00 to $137.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. Ten equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $121.50.

Ameren Price Performance

Shares of AEE opened at $108.76 on Friday. Ameren Corporation has a fifty-two week low of $96.57 and a fifty-two week high of $118.32. The firm’s 50-day simple moving average is $110.99 and its two-hundred day simple moving average is $109.60. The stock has a market cap of $30.10 billion, a PE ratio of 19.56, a price-to-earnings-growth ratio of 2.66 and a beta of 0.47. The company has a debt-to-equity ratio of 1.39, a quick ratio of 0.44 and a current ratio of 0.62.

Ameren (NYSE:AEE) last released its earnings results on Thursday, July 30th. The utilities provider reported $1.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.08 by $0.05. Ameren had a net margin of 17.17% and a return on equity of 10.94%. The firm had revenue of $2.09 billion during the quarter, compared to analyst estimates of $2.27 billion. During the same period last year, the business earned $1.01 earnings per share. The business’s revenue was down 5.8% on a year-over-year basis. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. Analysts anticipate that Ameren Corporation will post 5.39 earnings per share for the current fiscal year.

Ameren Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Tuesday, June 9th were issued a $0.75 dividend. This represents a $3.00 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend was Tuesday, June 9th. Ameren’s payout ratio is 53.96%.

Insider Buying and Selling

In other news, SVP Theresa A. Shaw sold 325 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $109.08, for a total value of $35,451.00. Following the sale, the senior vice president directly owned 32,618 shares of the company’s stock, valued at approximately $3,557,971.44. This represents a 0.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.29% of the company’s stock.

More Ameren News

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Ameren reported second-quarter 2026 diluted EPS of $1.13, up from $1.01 a year earlier and $0.05 above the $1.08 consensus estimate. Net income attributable to common shareholders rose to $314 million from $275 million. Ameren Announces Second Quarter 2026 Results
• Positive Sentiment: Management reaffirmed 2026 adjusted EPS guidance of $5.25 to $5.45, broadly consistent with the $5.37 analyst consensus. Earnings growth in Ameren Missouri and Ameren Transmission, supported by infrastructure investments, helped offset higher operating and maintenance costs. Ameren Q2 2026 Net Income Rises to $314 Million
• Neutral Sentiment: Brokerages maintain a consensus rating of “Moderate Buy,” suggesting continued support from analysts, although the stock’s valuation and guidance range leave limited room for major upward revisions. Ameren Corporation Given Consensus Rating of Moderate Buy
• Negative Sentiment: Quarterly revenue fell 5.8% year over year to $2.092 billion and missed the $2.27 billion consensus estimate. The revenue shortfall may have outweighed the EPS beat for investors, particularly as higher expenses partially offset returns from infrastructure investments. Ameren Earnings Results
• Negative Sentiment: Ameren’s internal analysis reportedly indicates that its planned large gas plant would still leave the Midwest short of power and reserves needed to meet surging data-center demand. That raises questions about the project’s ability to resolve regional capacity constraints ahead of a key approval process. Ameren Gas Plant and Midwest Power Crunch
• Negative Sentiment: Reported insider activity shows nine sales and no purchases over the past six months, which may add to investor caution, although insider transactions do not necessarily reflect the company’s operating outlook. Ameren Insider Trading Activity

Ameren Company 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.