Illinois Municipal Retirement Fund Has $11.26 Million Holdings in Ameren Corporation $AEE

Illinois Municipal Retirement Fund raised its holdings in Ameren Corporation (NYSE:AEE) by 7.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 107,861 shares of the utilities provider’s stock after acquiring an additional 7,287 shares during the period. Illinois Municipal Retirement Fund’s holdings in Ameren were worth $11,259,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. NewSquare Capital LLC boosted its stake in shares of Ameren by 70.9% in the 2nd quarter. NewSquare Capital LLC now owns 258 shares of the utilities provider’s stock valued at $25,000 after purchasing an additional 107 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. acquired a new position in Ameren during the 3rd quarter worth approximately $29,000. Osterweis Capital Management Inc. lifted its stake in Ameren by 6,040.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 307 shares of the utilities provider’s stock valued at $29,000 after purchasing an additional 302 shares during the last quarter. Addison Advisors LLC boosted its position in Ameren by 728.9% in the second quarter. Addison Advisors LLC now owns 315 shares of the utilities provider’s stock valued at $30,000 after buying an additional 277 shares in the last quarter. Finally, Hantz Financial Services Inc. grew its stake in shares of Ameren by 49.0% during the second quarter. Hantz Financial Services Inc. now owns 362 shares of the utilities provider’s stock worth $35,000 after buying an additional 119 shares during the last quarter. Institutional investors and hedge funds own 79.09% of the company’s stock.

Insider Transactions at Ameren

In related news, insider Michael L. Moehn sold 6,500 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $103.60, for a total value of $673,400.00. Following the transaction, the insider owned 193,076 shares in the company, valued at $20,002,673.60. The trade was a 3.26% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.42% of the stock is currently owned by insiders.

Ameren Trading Up 3.4%

NYSE AEE opened at $109.58 on Friday. The firm has a market capitalization of $29.64 billion, a PE ratio of 20.48, a price-to-earnings-growth ratio of 2.12 and a beta of 0.57. The business’s 50-day moving average price is $101.49 and its two-hundred day moving average price is $102.06. The company has a current ratio of 0.93, a quick ratio of 0.64 and a debt-to-equity ratio of 1.49. Ameren Corporation has a 12 month low of $91.77 and a 12 month high of $110.50.

Ameren (NYSE:AEE) last posted its quarterly earnings data on Wednesday, February 11th. The utilities provider reported $0.78 EPS for the quarter, topping analysts’ consensus estimates of $0.77 by $0.01. The company had revenue of $1.78 billion for the quarter, compared to analyst estimates of $1.69 billion. Ameren had a return on equity of 10.90% and a net margin of 16.55%.The firm’s quarterly revenue was down 8.2% on a year-over-year basis. During the same period in the previous year, the firm earned $0.77 earnings per share. On average, analysts expect that Ameren Corporation will post 4.93 EPS for the current year.

Ameren Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 10th will be paid a dividend of $0.75 per share. This is a boost from Ameren’s previous quarterly dividend of $0.71. This represents a $3.00 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend is Tuesday, March 10th. Ameren’s payout ratio is 54.62%.

More Ameren News

Here are the key news stories impacting Ameren this week:

• Positive Sentiment: Q4 EPS beat consensus and full‑year results/guide look solid — Ameren reported $0.78 in Q4 EPS (vs. $0.77 consensus) and stronger retail results in Missouri; the company also affirmed 2026 earnings guidance and issued long‑term growth guidance, which supports higher investor confidence. Ameren beats quarterly profit estimates on higher electricity rates (Reuters)
• Positive Sentiment: Missouri regulatory/asset wins boost reliability and capacity — regulators approved the Big Hollow integrated gas + battery project (800 MW gas + 400 MW battery) and Ameren filed an updated Smart Energy Plan that management says improved storm resilience — both reduce outage risk and support ratebase growth. Missouri approves first-of-its-kind resource to boost energy reliability (PR Newswire)
• Positive Sentiment: Smart Energy Plan emphasizes grid upgrades and faster storm restoration — the Missouri Smart Energy Plan filing signals continued capital deployment that should be recoverable through rates and supports the utility’s regulated earnings trajectory. Ameren Missouri is building a stronger grid and delivering reliability for customers (PR Newswire)
• Neutral Sentiment: Revenue fell year‑over‑year but operating strength lifted full‑year earnings — Q4 revenue declined ~8.2% y/y, yet higher operating income and sales volumes helped lift 2025 earnings; watch trendlines for volume and margin sustainability. Ameren Q4 Earnings Higher Than Expected, Revenues Decline Y/Y (Zacks)
• Neutral Sentiment: Earnings call and transcript provide detail for investors — the call highlighted growth drivers and regulatory progress; transcript is available for deeper read on rate case timing and guidance assumptions. Ameren Corporation (AEE) Q4 2025 Earnings Call Transcript (Seeking Alpha)
• Negative Sentiment: Growth capital is accelerating — management signaled a surge in capital spending and infrastructure investment to fund reliability and clean energy transition; this boosts ratebase long‑term but could pressure near‑term cash flow, leverage and credit metrics if recoveries or rate timing lag. Ameren’s Earnings Call Highlights Growth, Capital Surge (TipRanks)

Analyst Upgrades and Downgrades

AEE has been the subject of a number of research reports. Mizuho increased their price target on Ameren from $108.00 to $114.00 and gave the company an “outperform” rating in a research note on Monday, October 27th. KeyCorp cut Ameren from an “overweight” rating to a “sector weight” rating in a report on Friday, December 12th. Wells Fargo & Company cut their price target on Ameren from $112.00 to $111.00 and set an “overweight” rating on the stock in a research note on Tuesday, January 20th. JPMorgan Chase & Co. boosted their price target on Ameren from $108.00 to $111.00 and gave the stock a “neutral” rating in a report on Thursday, January 15th. Finally, Royal Bank Of Canada reiterated a “sector perform” rating and issued a $116.00 price objective on shares of Ameren in a report on Friday, January 23rd. 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 given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $109.60.

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.