Vanguard Group Adds $57M in Ameren Corporation ($AEE)
Vanguard Group raised its investment in Ameren Corporation by nearly 496,000 shares, reflecting confidence in the utility company.
Key Points
- Vanguard Group increased its holdings in Ameren Corporation by 495,945 shares, bringing its total to 35,645,555 shares, valued at $3.86 billion.
- Shares of NYSE:AEE traded at $108.25, with Ameren having a market cap of $30.17 billion and a P/E ratio of 19.6.
- Insiders at Ameren have been active, with recent buying and planned selling, while analysts have set new price targets up to $127.
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Vanguard Group has increased its stake in Ameren Corporation (NYSE:AEE), adding 495,945 shares according to a recent filing. This brings Vanguard's total holdings in the utility company to 35,645,555 shares, valued at approximately $3.86 billion as of the reporting period.
What Changed in Vanguard Group's Ameren Position
Vanguard Group's latest move saw its stake in Ameren Corporation rise by 495,945 shares, a 1.41% increase from its previous holdings of 35,149,610 shares. The total value of Vanguard's position in Ameren now stands at about $3.86 billion.
Other Institutional Activity in Ameren Corporation
BlackRock, Inc. also grew its position in Ameren, adding 830,186 shares to end with 23,797,354 shares valued at $2.62 billion. Price T Rowe Associates Inc /MD/ took a different approach, reducing its holdings by 428,198 shares to 21,361,624 shares, worth about $2.35 billion. State Street Corp increased its stake by 425,663 shares, bringing its total to 14,929,384 shares valued at $1.64 billion. Meanwhile, Geode Capital Management, LLC boosted its holdings by 333,082 shares, ending with 7,658,257 shares valued at $838.8 million.
Ameren Corporation Stock Up 7.5%
Shares of Ameren Corporation (NYSE:AEE) traded at $108.25. The company has a market cap of $30.17 billion and a P/E ratio of 19.6. Ameren's stock has a 52-week range between $93.50 and $115.59, with a 50-day moving average of $110.15 and a 200-day moving average of $105.56. The company's beta is 0.49, indicating lower volatility compared to the market.
$AEE stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Ameren Corporation reported revenue of approximately $8.54 billion, reflecting a growth of 3.7%. The company achieved a net margin of 17.8% and a return on equity of 11.75%. Earnings per share stood at $5.56. The next earnings report is expected on May 5, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
1 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 7.3%. Revenue missed estimates by 4.6%.
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Profit surprise
EBITDA beat by 5 percent. Operating income beat by 15 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
1 upgrade, 1 target raise, 1 target cut.
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Earnings quality
Gross margin up 55.1 points. Operating margin up 3.9 points. Positive free cash flow.
Earnings Call Summary
The company earned $1.28 per share in the first quarter, beating consensus of $1.17, driven by steady infrastructure investment and new generation projects. Revenue of $2.18 billion fell short of the $2.28 billion expected due to warmer winter weather in Missouri. Management highlighted progress on data centers and new power plants, with groundbreaking expected this spring on the $2.2 billion in signed agreements.
Guidance Ameren reaffirmed its full year earnings forecast of $5.25 to $5.45 per share. The company expects to invest more than $70 billion in the grid through 2035 and signed $2.2 billion in data center agreements this quarter.
Neutral report. Results and guidance were close to expectations, with limited evidence of a reset either way.
Dividend
Ameren pays an annual dividend rate of $3.00, yielding 2.75% with a payout ratio of 51.8%. This provides a steady income stream for investors.
Insider Buying and Selling at Ameren Corporation
Recent insider activity at Ameren includes purchases by Melda Aaron, Chairman and President, who acquired 3,705 shares on June 1, 2026. Ajay Arora, EVP of a subsidiary, also bought 6,797 shares on the same date. On the selling side, Theresa Shaw, SVP and CATO, sold 325 shares on May 14, 2026, and 1,500 shares on May 12, 2026, both under a planned sale. Michael Moehn, Group President of Utilities, sold 6,500 shares on May 1, 2026, also as a planned transaction.
Analysts Set New Price Targets
JP Morgan upgraded Ameren to a "buy" with a $126 price target on May 21, 2026. Truist Securities maintained a "buy" rating, setting a target of $121 on May 18, 2026. The consensus among analysts remains positive, with a "buy" recommendation and an average price target of $119.87 based on 15 analyst opinions.
About Ameren Corporation
Ameren Corporation, headquartered in Saint Louis, Missouri, is a public utility holding company operating in the United States. It provides electric and natural gas services through its subsidiaries, including Ameren Missouri and Ameren Illinois. The company is involved in rate-regulated electric generation, transmission, and distribution, as well as natural gas transmission and distribution. Ameren generates electricity from a mix of coal, nuclear, natural gas, and renewable sources such as hydroelectric, wind, and solar. Led by CEO Martin J. Lyons Jr., Ameren serves residential, commercial, and industrial customers.
Bottom Line
Vanguard Group's recent increase in its Ameren stake signals continued confidence in the utility sector. With Ameren's steady financial performance and dividend payouts, it remains a key player in the regulated utilities industry. Investors often track such institutional movements to gauge market sentiment, though it's important to remember that 13F filings are historical and may not reflect current positions.
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