Royal Bank of Canada Has $77.26 Million Stock Holdings in Ameren Corporation $AEE

Royal Bank of Canada boosted its stake in Ameren Corporation (NYSE:AEE) by 35.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 702,890 shares of the utilities provider’s stock after purchasing an additional 183,430 shares during the quarter. Royal Bank of Canada’s holdings in Ameren were worth $77,262,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Caitong International Asset Management Co. Ltd raised its holdings in shares of Ameren by 285.5% during the third quarter. Caitong International Asset Management Co. Ltd now owns 266 shares of the utilities provider’s stock valued at $28,000 after purchasing an additional 197 shares during the period. Garton & Associates Financial Advisors LLC acquired a new stake in shares of Ameren in the 4th quarter valued at about $29,000. Whittier Trust Co. of Nevada Inc. grew its stake in shares of Ameren by 74.9% in the 1st quarter. Whittier Trust Co. of Nevada Inc. now owns 292 shares of the utilities provider’s stock valued at $33,000 after buying an additional 125 shares during the period. Osterweis Capital Management Inc. increased its position in Ameren by 6,040.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 307 shares of the utilities provider’s stock valued at $29,000 after buying an additional 302 shares in the last quarter. Finally, Sound Income Strategies LLC increased its position in Ameren by 6,080.0% in the 4th quarter. Sound Income Strategies LLC now owns 309 shares of the utilities provider’s stock valued at $32,000 after buying an additional 304 shares in the last quarter. 79.09% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research analysts recently weighed in on the company. JPMorgan Chase & Co. upped their price target on Ameren from $126.00 to $137.00 and gave the stock an “overweight” rating in a research note on Thursday, July 16th. Truist Financial raised their price objective on Ameren from $121.00 to $124.00 and gave the company a “buy” rating in a research note on Thursday, July 16th. Barclays boosted their price objective on Ameren from $116.00 to $117.00 and gave the company an “equal weight” rating in a report on Thursday, July 9th. BMO Capital Markets lowered their target price on Ameren from $121.00 to $119.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 22nd. Finally, Morgan Stanley increased their target price on Ameren from $115.00 to $118.00 and gave the stock an “equal weight” rating in a report on Wednesday, July 22nd. Ten analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $121.50.

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.

Insider Buying and Selling at Ameren

In other news, SVP Theresa A. Shaw sold 1,500 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $109.35, for a total value of $164,025.00. Following the transaction, the senior vice president owned 32,943 shares in the company, valued at $3,602,317.05. This trade represents a 4.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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 owned by corporate insiders.

Ameren Trading Up 0.9%

NYSE:AEE opened at $109.76 on Friday. The company has a debt-to-equity ratio of 1.39, a current ratio of 0.62 and a quick ratio of 0.44. Ameren Corporation has a one year low of $96.57 and a one year high of $118.32. The company has a market cap of $30.38 billion, a PE ratio of 19.32, a PEG ratio of 2.63 and a beta of 0.47. The firm has a 50-day moving average of $110.96 and a 200-day moving average of $109.60.

Ameren (NYSE:AEE) last announced its quarterly earnings results on Thursday, July 30th. The utilities provider reported $1.13 earnings per share for the quarter, beating the consensus estimate of $1.08 by $0.05. Ameren had a net margin of 17.86% and a return on equity of 11.04%. The business had revenue of $2.09 billion for the quarter, compared to analysts’ expectations of $2.27 billion. During the same quarter last year, the firm earned $1.01 EPS. The firm’s revenue for the quarter 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, equities research analysts expect that Ameren Corporation will post 5.39 EPS for the current fiscal year.

Ameren Dividend Announcement

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