ExodusPoint Capital Management LP Has $61.22 Million Stock Holdings in Ameren Corporation $AEE

ExodusPoint Capital Management LP trimmed its holdings in shares of Ameren Corporation (NYSE:AEE) by 37.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 613,050 shares of the utilities provider’s stock after selling 373,292 shares during the period. Ameren comprises 0.5% of ExodusPoint Capital Management LP’s holdings, making the stock its 15th largest position. ExodusPoint Capital Management LP’s holdings in Ameren were worth $61,219,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd boosted its stake in shares of Ameren by 285.5% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 266 shares of the utilities provider’s stock worth $28,000 after buying an additional 197 shares during the last quarter. Osterweis Capital Management Inc. boosted its stake in shares of Ameren by 6,040.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 307 shares of the utilities provider’s stock worth $29,000 after buying an additional 302 shares during the last quarter. Sound Income Strategies LLC boosted its stake in shares of Ameren by 6,080.0% during the 4th quarter. Sound Income Strategies LLC now owns 309 shares of the utilities provider’s stock worth $32,000 after buying an additional 304 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC boosted its stake in shares of Ameren by 45.4% during the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 349 shares of the utilities provider’s stock worth $35,000 after buying an additional 109 shares during the last quarter. Finally, Wiser Advisor Group LLC acquired a new position in shares of Ameren during the 3rd quarter worth about $35,000. 79.09% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts have recently commented on AEE shares. Morgan Stanley set a $110.00 price objective on shares of Ameren in a research note on Thursday, May 21st. Argus increased their price objective on shares of Ameren from $108.00 to $115.00 and gave the stock a “buy” rating in a research note on Monday, March 23rd. UBS Group increased their price objective on shares of Ameren from $125.00 to $127.00 and gave the stock a “buy” rating in a research note on Friday, February 20th. BTIG Research started coverage on shares of Ameren in a research note on Thursday, April 9th. They set a “buy” rating and a $131.00 price objective for the company. Finally, Wells Fargo & Company restated an “overweight” rating and set a $120.00 price objective on shares of Ameren in a research note on Tuesday, April 21st. Nine research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $117.54.

Ameren Stock Up 0.7%

Ameren stock opened at $110.34 on Wednesday. The stock has a market cap of $30.54 billion, a P/E ratio of 19.84, a P/E/G ratio of 2.20 and a beta of 0.47. The company has a quick ratio of 0.44, a current ratio of 0.62 and a debt-to-equity ratio of 1.39. Ameren Corporation has a twelve month low of $93.50 and a twelve month high of $115.58. The company’s 50-day moving average price is $110.03 and its two-hundred day moving average price is $106.85.

Ameren (NYSE:AEE) last released its quarterly earnings results on Tuesday, May 5th. The utilities provider reported $1.28 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.11. The firm had revenue of $2.18 billion for the quarter, compared to analysts’ expectations of $2.24 billion. Ameren had a net margin of 17.17% and a return on equity of 10.94%. The business’s revenue was up 3.8% on a year-over-year basis. During the same period in the prior year, the firm earned $1.07 EPS. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. As a group, analysts expect that Ameren Corporation will post 5.36 EPS for the current year.

Ameren Dividend Announcement

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

Insiders Place Their Bets

In other Ameren 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 transaction, the senior vice president directly owned 32,943 shares of the company’s stock, valued at $3,602,317.05. This represents a 4.36% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.29% of the stock is currently owned by corporate insiders.

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.