Ameren Corporation $AEE Shares Acquired by Cibc World Market Inc.

Cibc World Market Inc. increased its holdings in shares of Ameren Corporation (NYSE:AEE) by 35.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 27,105 shares of the utilities provider’s stock after acquiring an additional 7,105 shares during the quarter. Cibc World Market Inc.’s holdings in Ameren were worth $2,829,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. Vanguard Group Inc. raised its position in shares of Ameren by 3.7% during the 2nd quarter. Vanguard Group Inc. now owns 35,582,578 shares of the utilities provider’s stock worth $3,417,351,000 after purchasing an additional 1,268,457 shares during the period. JPMorgan Chase & Co. grew its stake in Ameren by 89.4% during the 2nd quarter. JPMorgan Chase & Co. now owns 2,419,756 shares of the utilities provider’s stock worth $232,393,000 after buying an additional 1,141,978 shares during the last quarter. Homestead Advisers Corp bought a new stake in Ameren in the third quarter valued at $76,614,000. Reaves W H & Co. Inc. boosted its holdings in shares of Ameren by 112.4% during the third quarter. Reaves W H & Co. Inc. now owns 964,012 shares of the utilities provider’s stock valued at $100,624,000 after acquiring an additional 510,192 shares during the period. Finally, Invesco Ltd. boosted its holdings in shares of Ameren by 9.3% during the second quarter. Invesco Ltd. now owns 5,090,957 shares of the utilities provider’s stock valued at $488,936,000 after acquiring an additional 432,182 shares during the period. 79.09% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, insider Michael L. Moehn sold 6,500 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $103.60, for a total transaction of $673,400.00. Following the completion of the sale, the insider directly owned 193,076 shares of the company’s stock, valued at $20,002,673.60. This represents a 3.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 0.34% of the stock is owned by insiders.

Key Headlines Impacting Ameren

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: BMO Capital raised its price target to $120 and maintained an “outperform” rating, signaling analyst optimism and potential upside vs. the recent share level. BMO raises price target
• Positive Sentiment: Board approved a larger dividend of $0.75 — supports income investor demand and signals management confidence in cash flow. Dividend increase announcement
• Positive Sentiment: Missouri regulators approved the Big Hollow Energy Center (800 MW natural gas + 400 MW battery) — a first‑of‑its‑kind integrated resource that strengthens reliability and adds capacity/revenue potential. Big Hollow approval
• Positive Sentiment: Company highlighted 6%–8% EPS growth through 2030, citing new ~2.2 GW of data center agreements — a material secular growth driver boosting long‑term earnings visibility. EPS growth outlook
• Positive Sentiment: Q4 / full‑year results: EPS modestly beat estimates (reported $0.78 vs. $0.77) and management affirmed 2026 guidance and long‑term growth targets, reinforcing the earnings narrative. The beat plus guidance affirmation helped sentiment despite some revenue pressure. 2025 results and guidance
• Neutral Sentiment: Ameren Missouri filed an updated Smart Energy Plan and highlighted grid upgrades that improved storm resilience — operationally positive but more gradual in financial impact. Smart Energy Plan filing
• Negative Sentiment: Revenue declined ~8.2% year‑over‑year in the quarter, a potential concern for top‑line momentum even though margins and EPS were supported by higher rates and volume in certain units. Revenue decline coverage

Wall Street Analyst Weigh In

Several brokerages recently weighed in on AEE. Weiss Ratings reiterated a “buy (b)” rating on shares of Ameren in a research report on Monday, December 29th. Mizuho set a $117.00 price target on Ameren in a report on Friday. Wells Fargo & Company increased their price objective on Ameren from $111.00 to $113.00 and gave the stock an “overweight” rating in a report on Friday. Barclays cut their target price on Ameren from $111.00 to $104.00 and set an “equal weight” rating on the stock in a research note on Thursday, January 15th. Finally, Argus raised Ameren to a “strong-buy” rating in a research note on Wednesday, December 10th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Ameren presently has a consensus rating of “Hold” and an average price target of $111.30.

Ameren Price Performance

Shares of NYSE AEE opened at $110.83 on Monday. Ameren Corporation has a twelve month low of $91.77 and a twelve month high of $111.25. The company has a current ratio of 0.66, a quick ratio of 0.46 and a debt-to-equity ratio of 1.35. The company has a market capitalization of $29.98 billion, a price-to-earnings ratio of 20.71, a PEG ratio of 2.24 and a beta of 0.57. The firm has a 50-day moving average of $101.70 and a two-hundred day moving average of $102.18.

Ameren (NYSE:AEE) last announced its quarterly earnings data on Wednesday, February 11th. The utilities provider reported $0.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.77 by $0.01. Ameren had a net margin of 16.55% and a return on equity of 10.69%. The company had revenue of $1.78 billion for the quarter, compared to analysts’ expectations of $1.69 billion. During the same quarter in the previous year, the company posted $0.77 EPS. The business’s revenue was down 8.2% compared to the same quarter last year. As a group, analysts expect that Ameren Corporation will post 4.93 earnings per share for the current fiscal year.

Ameren Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 10th will be paid a dividend of $0.75 per share. The ex-dividend date of this dividend is Tuesday, March 10th. This represents a $3.00 annualized dividend and a dividend yield of 2.7%. This is a boost from Ameren’s previous quarterly dividend of $0.71. Ameren’s dividend payout ratio is 53.08%.

About Ameren

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.