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

Healthcare of Ontario Pension Plan Trust Fund grew its stake in Ameren Corporation (NYSE:AEE) by 62.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 17,366 shares of the utilities provider’s stock after purchasing an additional 6,673 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Ameren were worth $1,909,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of AEE. NewEdge Advisors LLC grew its position in Ameren by 22.9% in the first quarter. NewEdge Advisors LLC now owns 8,077 shares of the utilities provider’s stock valued at $811,000 after acquiring an additional 1,503 shares during the period. Empowered Funds LLC lifted its holdings in shares of Ameren by 19.8% during the first quarter. Empowered Funds LLC now owns 6,255 shares of the utilities provider’s stock valued at $628,000 after acquiring an additional 1,034 shares during the period. Woodline Partners LP boosted its stake in shares of Ameren by 42.2% in the 1st quarter. Woodline Partners LP now owns 22,802 shares of the utilities provider’s stock valued at $2,289,000 after purchasing an additional 6,772 shares in the last quarter. EverSource Wealth Advisors LLC boosted its stake in shares of Ameren by 48.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,555 shares of the utilities provider’s stock valued at $149,000 after purchasing an additional 505 shares in the last quarter. Finally, Brown Advisory Inc. grew its holdings in shares of Ameren by 6.3% in the 2nd quarter. Brown Advisory Inc. now owns 4,688 shares of the utilities provider’s stock worth $450,000 after purchasing an additional 277 shares during the last quarter. 79.09% of the stock is owned by institutional investors and hedge funds.

Ameren News Roundup

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 Activity

In other news, SVP Theresa A. Shaw sold 1,500 shares of the stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $109.35, for a total transaction of $164,025.00. Following the sale, the senior vice president directly owned 32,943 shares of the company’s stock, valued at $3,602,317.05. This 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 link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.29% of the company’s stock.

Ameren Stock Performance

Ameren stock opened at $109.76 on Friday. The stock has a 50-day simple moving average of $110.96 and a 200 day simple moving average of $109.60. The stock has a market capitalization of $30.38 billion, a price-to-earnings ratio of 19.32, a P/E/G ratio of 2.63 and a beta of 0.47. The company has a quick ratio of 0.44, a current ratio of 0.62 and a debt-to-equity ratio of 1.39. Ameren Corporation has a 12-month low of $96.57 and a 12-month high of $118.32.

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

Ameren Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Tuesday, June 9th were given a dividend of $0.75 per share. This represents a $3.00 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date was Tuesday, June 9th. Ameren’s dividend payout ratio is presently 53.96%.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on AEE shares. Wells Fargo & Company reiterated an “overweight” rating and set a $120.00 target price on shares of Ameren in a research report on Tuesday, April 21st. Barclays upped their price objective on shares of Ameren from $116.00 to $117.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 9th. Morgan Stanley raised their price objective on shares of Ameren from $115.00 to $118.00 and gave the stock an “equal weight” rating in a report on Wednesday, July 22nd. Weiss Ratings upgraded shares of Ameren from a “buy (b-)” rating to a “buy (b)” rating in a research note on Monday, May 11th. Finally, Wall Street Zen raised Ameren from a “sell” rating to a “hold” rating in a report on Saturday, July 25th. Ten equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $121.50.

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.