Rakuten Investment Management Inc. Buys 49,684 Shares of Ameren Corporation $AEE

Rakuten Investment Management Inc. bought a new stake in shares of Ameren Corporation (NYSE:AEE) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 49,684 shares of the utilities provider’s stock, valued at approximately $4,981,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. BlackRock Inc. purchased a new stake in Ameren in the second quarter valued at $2,918,526,000. Janus Henderson Group PLC boosted its stake in shares of Ameren by 11.5% in the first quarter. Janus Henderson Group PLC now owns 5,377,156 shares of the utilities provider’s stock worth $591,056,000 after buying an additional 553,164 shares during the last quarter. Jupiter Topco LLC purchased a new stake in shares of Ameren in the second quarter worth about $578,254,000. Bessemer Group Inc. grew its holdings in Ameren by 0.7% during the first quarter. Bessemer Group Inc. now owns 2,758,605 shares of the utilities provider’s stock worth $303,227,000 after acquiring an additional 18,526 shares during the period. Finally, Deutsche Bank AG acquired a new stake in Ameren during the second quarter worth about $253,519,000. 79.09% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on AEE shares. Scotiabank assumed coverage on Ameren in a research report on Tuesday, September 29th. They set a “sector perform” rating and a $104.00 price target for the company. Morgan Stanley upped their price objective on Ameren from $108.00 to $109.00 and gave the stock an “equal weight” rating in a research report on Wednesday, October 21st. The Goldman Sachs Group dropped their price objective on shares of Ameren from $118.00 to $115.00 and set a “neutral” rating on the stock in a research note on Thursday, October 15th. Jefferies Financial Group cut their target price on shares of Ameren from $136.00 to $122.00 in a report on Thursday, October 15th. Finally, Mizuho decreased their target price on shares of Ameren from $124.00 to $113.00 and set an “outperform” rating for the company in a research note on Wednesday, September 30th. Thirteen equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $117.43.

Insider Activity

In other Ameren news, insider Michael Moehn sold 6,500 shares of the company’s stock in a transaction on Tuesday, November 3rd. The shares were sold at an average price of $110.72, for a total transaction of $719,680.00. Following the completion of the transaction, the insider directly owned 193,790 shares in the company, valued at approximately $21,456,428.80. This represents a 3.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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 transaction of $35,402.25. Following the transaction, the senior vice president directly owned 32,340 shares in the company, valued at approximately $3,522,796.20. The trade was a 0.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 7,073 shares of company stock worth $781,254 over the last three months. 0.29% of the stock is currently owned by corporate insiders.

More Ameren News

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Earnings beat and higher outlook. Third-quarter EPS was $2.42, topping the $2.29 analyst consensus, while revenue of $2.88 billion exceeded the $2.82 billion estimate and rose 6.8% year over year. Ameren also raised its 2026 guidance, citing infrastructure investment and stronger electricity sales. Q3 earnings and guidance
• Neutral Sentiment: Data-center demand could expand investment beyond $38 billion. Ameren sees data-center deals potentially pushing investment above its current plan. The additional spending could build the utility’s infrastructure and support future growth, but also raises questions about capital needs and the timing of returns. Data-center investment outlook
• Neutral Sentiment: Insider sale was pre-arranged. Michael Moehn sold 6,500 shares, about 3.25% of his holdings, under a Rule 10b5-1 trading plan; the planned nature of the transaction makes it less informative as a signal about his outlook. Insider transaction

Ameren Price Performance

Shares of AEE stock traded down $0.13 during mid-day trading on Friday, hitting $112.68. 3,122,120 shares of the stock were exchanged, compared to its average volume of 1,796,425. Ameren Corporation has a 52-week low of $96.57 and a 52-week high of $118.32. The company has a quick ratio of 0.37, a current ratio of 0.53 and a debt-to-equity ratio of 1.38. The company has a market cap of $31.20 billion, a PE ratio of 19.60, a price-to-earnings-growth ratio of 3.25 and a beta of 0.42. The firm has a fifty day moving average of $104.89 and a 200 day moving average of $108.51.

Ameren (NYSE:AEE) last announced its quarterly earnings results on Thursday, November 5th. The utilities provider reported $2.42 earnings per share for the quarter, beating the consensus estimate of $2.29 by $0.13. The firm had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.82 billion. Ameren had a return on equity of 10.95% and a net margin of 17.86%. Ameren’s revenue for the quarter was up 6.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.17 EPS. Research analysts anticipate that Ameren Corporation will post 5.41 earnings per share for the current year.

Ameren Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 31st. Stockholders of record on Tuesday, December 8th will be given a $0.75 dividend. The ex-dividend date is Tuesday, December 8th. This represents a $3.00 dividend on an annualized basis and a dividend yield of 2.7%. Ameren’s payout ratio is 52.82%.

Ameren Company Profile