Healthcare of Ontario Pension Plan Trust Fund Has $1.91 Million Stock Holdings in Ameren Corporation $AEE

Healthcare of Ontario Pension Plan Trust Fund boosted its position in Ameren Corporation (NYSE:AEE) by 62.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 17,366 shares of the utilities provider’s stock after acquiring an additional 6,673 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Ameren were worth $1,909,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in AEE. Caitong International Asset Management Co. Ltd lifted its position in Ameren by 285.5% during the 3rd 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 during the 4th quarter worth approximately $29,000. Osterweis Capital Management Inc. grew 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 worth $29,000 after buying an additional 302 shares during the period. Sound Income Strategies LLC raised its stake in shares of Ameren by 6,080.0% during the fourth quarter. Sound Income Strategies LLC now owns 309 shares of the utilities provider’s stock worth $32,000 after buying an additional 304 shares during the last quarter. Finally, Whittier Trust Co. of Nevada Inc. raised its stake in shares of Ameren by 74.9% during the first quarter. Whittier Trust Co. of Nevada Inc. now owns 292 shares of the utilities provider’s stock worth $33,000 after buying an additional 125 shares during the last quarter. 79.09% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on AEE shares. BMO Capital Markets cut their price objective on shares of Ameren from $121.00 to $119.00 and set an “outperform” rating on the stock in a report on Wednesday, July 22nd. Wall Street Zen raised shares of Ameren from a “sell” rating to a “hold” rating in a report on Saturday, July 25th. Truist Financial upped their target price on shares of Ameren from $121.00 to $124.00 and gave the company a “buy” rating in a research report on Thursday, July 16th. BTIG Research set a $126.00 price target on Ameren in a research note on Thursday, July 23rd. Finally, Morgan Stanley raised their price target on Ameren from $115.00 to $118.00 and gave the stock an “equal weight” rating in a research report on Wednesday, July 22nd. Ten investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, Ameren presently has a consensus rating of “Moderate Buy” and an average price target of $121.50.

Insider Buying and Selling at Ameren

In other news, SVP Theresa A. Shaw sold 1,500 shares of the company’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $109.35, for a total value of $164,025.00. Following the completion of the transaction, the senior vice president owned 32,943 shares in the company, valued at $3,602,317.05. This represents a 4.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.29% of the stock is owned by company insiders.

Ameren News Summary

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.

Ameren Trading Up 0.9%

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

Ameren (NYSE:AEE) last issued its quarterly earnings data on Thursday, July 30th. The utilities provider reported $1.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.08 by $0.05. Ameren had a return on equity of 11.04% and a net margin of 17.86%.The business had revenue of $2.09 billion during the quarter, compared to analyst estimates of $2.27 billion. During the same period in the previous year, the firm earned $1.01 EPS. Ameren’s quarterly revenue was down 5.8% compared to the same quarter last year. Ameren has set its FY 2026 guidance at 5.250-5.450 EPS. Sell-side analysts anticipate that Ameren Corporation will post 5.39 earnings per share for the current fiscal year.

Ameren Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders 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 dividend on an annualized basis and a yield of 2.7%. Ameren’s payout ratio is presently 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.