Oregon Public Employees Retirement Fund Acquires 7,593 Shares of Ameren Corporation $AEE

Oregon Public Employees Retirement Fund raised its holdings in Ameren Corporation (NYSE:AEE) by 32.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 30,900 shares of the utilities provider’s stock after purchasing an additional 7,593 shares during the quarter. Oregon Public Employees Retirement Fund’s holdings in Ameren were worth $3,225,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Capital Investment Advisors LLC bought a new position in Ameren during the third quarter valued at about $207,000. Nisa Investment Advisors LLC boosted its stake in Ameren by 0.8% in the third quarter. Nisa Investment Advisors LLC now owns 54,014 shares of the utilities provider’s stock valued at $5,638,000 after acquiring an additional 443 shares during the last quarter. Steigerwald Gordon & Koch Inc. bought a new position in shares of Ameren during the 3rd quarter valued at approximately $188,000. Benjamin Edwards Inc. increased its stake in shares of Ameren by 119.0% during the 3rd quarter. Benjamin Edwards Inc. now owns 77,315 shares of the utilities provider’s stock worth $8,070,000 after purchasing an additional 42,004 shares during the last quarter. Finally, CX Institutional raised its holdings in shares of Ameren by 9.6% in the 3rd quarter. CX Institutional now owns 1,975 shares of the utilities provider’s stock worth $206,000 after purchasing an additional 173 shares during the period. 79.09% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. UBS Group reduced their price objective on Ameren from $121.00 to $115.00 and set a “buy” rating for the company in a report on Wednesday, December 17th. Wells Fargo & Company began coverage on Ameren in a report on Monday, October 27th. They issued an “overweight” rating and a $112.00 price objective for the company. Morgan Stanley set a $103.00 price objective on shares of Ameren in a report on Tuesday, December 16th. Royal Bank Of Canada upgraded shares of Ameren to a “hold” rating in a research note on Tuesday, October 28th. Finally, Argus raised shares of Ameren to a “strong-buy” rating in a research report on Wednesday, December 10th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $108.80.

Ameren Stock Up 0.4%

Shares of NYSE AEE opened at $99.93 on Monday. The company has a quick ratio of 0.64, a current ratio of 0.93 and a debt-to-equity ratio of 1.49. The company has a market cap of $27.03 billion, a P/E ratio of 19.22, a P/E/G ratio of 2.19 and a beta of 0.58. Ameren Corporation has a 52 week low of $87.55 and a 52 week high of $106.73. The business has a 50-day simple moving average of $101.49 and a two-hundred day simple moving average of $100.96.

Ameren (NYSE:AEE) last announced its quarterly earnings results on Wednesday, November 5th. The utilities provider reported $2.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.10 by $0.07. Ameren had a net margin of 15.75% and a return on equity of 10.92%. The firm had revenue of $2.70 billion for the quarter, compared to the consensus estimate of $2.64 billion. During the same period in the prior year, the firm posted $1.87 earnings per share. The company’s revenue for the quarter was up 24.2% on a year-over-year basis. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS and its FY 2025 guidance at 4.900-5.100 EPS. Research analysts anticipate that Ameren Corporation will post 4.93 earnings per share for the current fiscal year.

More Ameren News

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Zacks raised several near‑term and full‑year estimates — small increases to Q1 2026, Q2 2026 and Q3 2026 EPS and bumps to FY2026 and FY2027 forecasts (FY2026 to ~$5.36; FY2027 to ~$5.74). These upgrades suggest modestly improved earnings traction and support the stock’s longer‑term earnings outlook.
• Neutral Sentiment: Zacks’ changes are mixed across quarters: while some quarters were nudged higher, others were trimmed; consensus full‑year estimates remain close to management guidance and sell‑side expectations (~$4.93 currently), so the net impact on 2026/2027 consensus is small.
• Negative Sentiment: Multiple quarter trims from Zacks — notably Q4 2025, Q4 2026, Q1 2027 and Q4 2027 — point to weaker near‑term seasonality/earnings visibility and are potential short‑term headwinds for the stock.
• Negative Sentiment: Valuation concern: a Seeking Alpha piece argues Ameren’s premium valuation relative to peers is already pricing in steady execution, and that elevated valuation could act as a ceiling on future returns — a caution for investors expecting outsized upside. Ameren: The Premium Valuation Is A Ceiling On Returns

Insider Activity at Ameren

In other news, CFO Michael L. Moehn sold 6,500 shares of the company’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $101.44, for a total value of $659,360.00. Following the transaction, the chief financial officer owned 198,973 shares of the company’s stock, valued at approximately $20,183,821.12. This represents a 3.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.34% of the stock is owned by company 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.