Arcus Capital Partners LLC Makes New Investment in Ameren Corporation $AEE

Arcus Capital Partners LLC acquired a new stake in Ameren Corporation (NYSE:AEE) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 8,724 shares of the utilities provider’s stock, valued at approximately $911,000.

Several other hedge funds also recently made changes to their positions in AEE. NewSquare Capital LLC boosted its stake in shares of Ameren by 70.9% in the second quarter. NewSquare Capital LLC now owns 258 shares of the utilities provider’s stock valued at $25,000 after buying an additional 107 shares during the period. Harel Insurance Investments & Financial Services Ltd. acquired a new position in Ameren in the 3rd quarter valued at $29,000. Osterweis Capital Management Inc. lifted its position in shares of Ameren by 6,040.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 307 shares of the utilities provider’s stock valued at $29,000 after acquiring an additional 302 shares during the period. Addison Advisors LLC lifted its position in shares of Ameren by 728.9% during the 2nd quarter. Addison Advisors LLC now owns 315 shares of the utilities provider’s stock valued at $30,000 after acquiring an additional 277 shares during the period. Finally, Ameritas Advisory Services LLC acquired a new stake in shares of Ameren during the 2nd quarter worth $34,000. 79.09% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research analysts recently commented on AEE shares. Argus raised Ameren to a “strong-buy” rating in a research note on Wednesday, December 10th. Mizuho boosted their target price on shares of Ameren from $108.00 to $114.00 and gave the company an “outperform” rating in a research report on Monday, October 27th. KeyCorp downgraded shares of Ameren from an “overweight” rating to a “sector weight” rating in a report on Friday, December 12th. Weiss Ratings reiterated a “buy (b)” rating on shares of Ameren in a research report on Monday, December 29th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Ameren from $108.00 to $111.00 and gave the company a “neutral” rating in a research report on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $109.20.

Ameren Price Performance

AEE stock opened at $102.93 on Friday. The stock has a market cap of $27.84 billion, a price-to-earnings ratio of 19.80, a P/E/G ratio of 2.28 and a beta of 0.58. The company has a debt-to-equity ratio of 1.49, a current ratio of 0.93 and a quick ratio of 0.64. The company has a 50 day simple moving average of $101.39 and a 200 day simple moving average of $101.35. Ameren Corporation has a 1 year low of $91.77 and a 1 year high of $106.73.

Ameren (NYSE:AEE) last posted its earnings results on Wednesday, November 5th. The utilities provider reported $2.17 earnings per share for the quarter, topping analysts’ consensus estimates of $2.10 by $0.07. The firm had revenue of $2.70 billion for the quarter, compared to analysts’ expectations of $2.64 billion. Ameren had a net margin of 15.75% and a return on equity of 10.92%. The company’s revenue was up 24.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.87 earnings per share. 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 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CFO Michael L. Moehn sold 6,500 shares of the business’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $101.44, for a total transaction of $659,360.00. Following the sale, the chief financial officer owned 198,973 shares in the company, valued at $20,183,821.12. The trade was a 3.16% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.42% of the stock is owned by corporate insiders.

Ameren 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.