Ameren Corporation $AEE Shares Sold by California State Teachers Retirement System

California State Teachers Retirement System cut its stake in shares of Ameren Corporation (NYSE:AEE) by 3.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 313,887 shares of the utilities provider’s stock after selling 12,332 shares during the quarter. California State Teachers Retirement System’s holdings in Ameren were worth $34,502,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Droms Strauss Advisors Inc. MO ADV lifted its holdings in shares of Ameren by 2.2% in the 1st 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 Ameren by 4.3% during the 1st quarter. Fortitude Advisory Group L.L.C. now owns 2,269 shares of the utilities provider’s stock worth $249,000 after buying an additional 93 shares during the last quarter. Parallel Advisors LLC grew its stake in Ameren by 1.6% during the 1st quarter. Parallel Advisors LLC now owns 5,746 shares of the utilities provider’s stock worth $632,000 after buying an additional 93 shares during the last quarter. GHP Investment Advisors Inc. increased its position in Ameren by 19.4% in the first quarter. GHP Investment Advisors Inc. now owns 602 shares of the utilities provider’s stock worth $66,000 after buying an additional 98 shares during the period. Finally, Kentucky Trust Co increased its position in Ameren by 0.7% in the fourth quarter. Kentucky Trust Co now owns 14,759 shares of the utilities provider’s stock worth $1,474,000 after buying an additional 100 shares during the period. 79.09% of the stock is currently owned by institutional investors and hedge funds.

More Ameren News

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Ameren beat quarterly earnings expectations. Second-quarter diluted EPS rose to $1.13 from $1.01 a year earlier, exceeding the $1.08 consensus estimate. Net income attributable to common shareholders increased to $314 million, supported by infrastructure investments and lower fuel costs. Ameren Q2 Earnings Beat Estimates
• Positive Sentiment: Key regulated businesses delivered growth. Ameren Missouri earnings rose to $157 million from $150 million, while Ameren Transmission earnings increased to $96 million from $86 million. These results reinforce the investment-led growth story that is important for utility investors. Ameren Q2 2026 Net Income Rises to $314 Million
• Positive Sentiment: Full-year 2026 guidance was reaffirmed. Ameren maintained its EPS outlook of $5.25 to $5.45, broadly consistent with the $5.37 analyst consensus. The lack of a guidance reduction may support investor confidence despite quarterly revenue pressure. Ameren Announces Second Quarter 2026 Results
• Neutral Sentiment: The earnings call highlighted ongoing capital investment. Management’s infrastructure spending is contributing to earnings growth, but higher operations and maintenance expenses partly offset those benefits. Investors will likely monitor whether spending produces sufficient rate-base growth and returns.
• Negative Sentiment: Revenue declined and missed expectations. Quarterly operating revenue fell 5.8% year over year to $2.092 billion, below the $2.27 billion consensus estimate. Lower revenue may weigh on the stock because it suggests that earnings growth is relying more heavily on cost factors and regulated investment than on stronger demand. Ameren Q2 Earnings Surpass Estimates, Revenues Decline Year over Year
• Negative Sentiment: Ameren’s planned mega gas plant may not fully solve regional power shortages. Company analysis reportedly found the project would still leave the Midwest short of power and reserves amid rising data-center demand, creating execution, approval and capacity concerns. Ameren’s Mega Gas Plant and Midwest Power Crunch
• Negative Sentiment: Reported insider activity was entirely selling. Recent data showed nine insider sales and no purchases over the past six months, a secondary signal that could temper sentiment, though such transactions do not necessarily indicate a change in the company’s outlook.

Analysts Set New Price Targets

A number of research firms have issued reports on AEE. Morgan Stanley raised their target price on Ameren from $115.00 to $118.00 and gave the company an “equal weight” rating in a research note on Wednesday, July 22nd. Wall Street Zen raised shares of Ameren from a “sell” rating to a “hold” rating in a report on Saturday, July 25th. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $120.00 price objective on shares of Ameren in a report on Tuesday, April 21st. JPMorgan Chase & Co. lifted their price objective on shares of Ameren from $126.00 to $137.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. Finally, Weiss Ratings raised shares of Ameren from a “buy (b-)” rating to a “buy (b)” rating in a research note on Monday, May 11th. Ten equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Ameren presently has a consensus rating of “Moderate Buy” and a consensus target price of $121.50.

Insider Transactions at Ameren

In related news, SVP Theresa A. Shaw sold 1,500 shares of the stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $109.35, for a total value of $164,025.00. Following the completion of the transaction, the senior vice president owned 32,943 shares in the company, valued at $3,602,317.05. This represents a 4.36% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.29% of the stock is owned by corporate insiders.

Ameren Stock Up 0.9%

AEE opened at $109.76 on Friday. The stock’s 50 day moving average price is $110.96 and its 200 day moving average price is $109.60. The company has a debt-to-equity ratio of 1.39, a current ratio of 0.62 and a quick ratio of 0.44. The stock has a market cap of $30.38 billion, a P/E ratio of 19.32, a P/E/G ratio of 2.63 and a beta of 0.47. Ameren Corporation has a 12 month low of $96.57 and a 12 month high of $118.32.

Ameren (NYSE:AEE) last announced its quarterly earnings results on Thursday, July 30th. The utilities provider reported $1.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.08 by $0.05. Ameren had a return on equity of 11.04% and a net margin of 17.86%.The company had revenue of $2.09 billion during the quarter, compared to analyst estimates of $2.27 billion. During the same quarter in the previous year, the firm posted $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. As a group, research analysts predict that Ameren Corporation will post 5.39 earnings per share for the current year.

Ameren Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Tuesday, June 9th were issued a $0.75 dividend. The ex-dividend date of this dividend was Tuesday, June 9th. This represents a $3.00 annualized dividend and a yield of 2.7%. Ameren’s dividend payout ratio is presently 53.96%.

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.