Ameren Corporation $AEE Holdings Lessened by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. trimmed its position in shares of Ameren Corporation (NYSE:AEE) by 42.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 77,721 shares of the utilities provider’s stock after selling 57,914 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Ameren were worth $7,724,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in AEE. MBM Wealth Consultants LLC raised its holdings in shares of Ameren by 80.0% in the 3rd quarter. MBM Wealth Consultants LLC now owns 8,784 shares of the utilities provider’s stock valued at $873,000 after purchasing an additional 3,905 shares in the last quarter. Prime Capital Investment Advisors LLC raised its stake in Ameren by 7.2% in the third quarter. Prime Capital Investment Advisors LLC now owns 2,546 shares of the utilities provider’s stock valued at $253,000 after buying an additional 170 shares in the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd lifted its holdings in Ameren by 0.4% during the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 39,221 shares of the utilities provider’s stock worth $3,898,000 after buying an additional 156 shares during the last quarter. IFP Advisors Inc lifted its holdings in Ameren by 5.1% during the 3rd quarter. IFP Advisors Inc now owns 2,051 shares of the utilities provider’s stock worth $204,000 after buying an additional 100 shares during the last quarter. Finally, TD Waterhouse Canada Inc. lifted its holdings in Ameren by 9.7% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 2,267 shares of the utilities provider’s stock worth $227,000 after buying an additional 201 shares during the last quarter. 79.09% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Truist Financial dropped their price objective on Ameren from $120.00 to $116.00 and set a “buy” rating on the stock in a report on Wednesday, October 14th. JPMorgan Chase & Co. boosted their target price on Ameren from $126.00 to $137.00 and gave the stock an “overweight” rating in a research note on Thursday, July 16th. HSBC began coverage on Ameren in a report on Thursday. They issued a “buy” rating and a $119.10 price target for the company. Royal Bank Of Canada lowered their price target on Ameren from $114.00 to $107.00 and set a “sector perform” rating for the company in a report on Friday, September 25th. Finally, KeyCorp increased their price target on shares of Ameren from $116.00 to $122.00 and gave the company an “overweight” rating in a research note on Tuesday, October 13th. Eleven investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $116.74.

Ameren Stock Performance

NYSE AEE opened at $107.93 on Friday. The company has a debt-to-equity ratio of 1.38, a current ratio of 0.53 and a quick ratio of 0.37. Ameren Corporation has a 1 year low of $96.57 and a 1 year high of $118.32. The company has a market capitalization of $29.88 billion, a PE ratio of 19.00, a P/E/G ratio of 3.15 and a beta of 0.44. The company has a fifty day moving average of $104.33 and a two-hundred day moving average of $108.44.

Ameren (NYSE:AEE) last posted its earnings results on Thursday, July 30th. The utilities provider reported $1.13 EPS for the quarter, topping analysts’ consensus estimates of $1.08 by $0.05. Ameren had a return on equity of 10.95% and a net margin of 17.86%. The business had revenue of $2.09 billion for the quarter, compared to analysts’ expectations of $2.27 billion. During the same quarter in the previous year, the firm earned $1.01 earnings per share. The business’s revenue was down 5.8% compared to the same quarter last year. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. As a group, analysts expect that Ameren Corporation will post 5.40 earnings per share for the current year.

Ameren Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 31st. Investors of record on Tuesday, December 8th will be paid a dividend of $0.75 per share. This represents a $3.00 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date is Tuesday, December 8th. Ameren’s dividend payout ratio (DPR) is currently 52.82%.

Insiders Place Their Bets

In other news, Director Rafael Flores sold 248 shares of the stock in a transaction that occurred on Friday, September 11th. The stock was sold at an average price of $105.53, for a total value of $26,171.44. Following the completion of the sale, the director directly owned 13,888 shares of the company’s stock, valued at approximately $1,465,600.64. This represents a 1.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Michael L. Moehn sold 6,500 shares of the stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $108.96, for a total value of $708,240.00. Following the completion of the sale, the insider directly owned 199,689 shares of the company’s stock, valued at $21,758,113.44. The trade was a 3.15% 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. Insiders have sold a total of 7,073 shares of company stock valued at $769,814 over the last quarter. Company insiders own 0.29% of the company’s stock.

Ameren Company Profile

Ameren Corporation is a regulated electric and natural gas utility holding company headquartered in St. Louis, Missouri. Through its operating companies, Ameren Missouri and Ameren Illinois, the company provides electric generation, transmission and distribution services, as well as natural gas distribution.

Ameren serves approximately 2.5 million electric customers and more than 900,000 natural gas customers across Missouri and Illinois. Its operations include a diverse generation portfolio and infrastructure designed to deliver reliable energy to residential, commercial and industrial customers, while supporting the transition toward cleaner energy resources.

Ameren was formed in 1997 through the merger of Union Electric Company and CIPSCO Inc The company is led by Martin J.