UBS Group Adds $5M in Ameren Corporation ($AEE)
UBS Group increased its position in Ameren Corporation by 4.5%, now holding over 1 million shares.
Key Points
- UBS Group increased its holdings in Ameren Corporation by 4.5%, adding 43,684 shares to reach a total of 1,016,877 shares, valued at $116.4 million.
- Ameren Corporation shares traded near $114.5 on Saturday, with a market cap of $32.7 billion and a P/E ratio of 21.3.
- Insiders at Ameren made several trades in recent months, and analysts have set new price targets, with JP Morgan upgrading the stock to a 'buy'.
Important disclosure: Podchat is not a registered investment adviser, broker-dealer, or financial planner. This article is for informational and educational purposes only and is not a recommendation to buy, sell, or hold any security. Content may be generated by automated systems using public filings, market data, and third-party sources, and may contain errors or omissions. Investing involves risk, including possible loss of principal. Past performance, insider activity, analyst ratings, price targets, sentiment scores, and hypothetical or backtested results are not guarantees of future performance. Please do your own research and consult a qualified professional before making investment decisions.
UBS Group has boosted its position in Ameren Corporation (NYSE:AEE) by 4.5%, as revealed in its latest quarterly filing with the SEC. The firm added 43,684 shares, bringing its total holdings to 1,016,877 shares valued at approximately $116.4 million. This data reflects holdings as of the end of the reporting period and may not represent the investor's current position.
UBS Group vs. the S&P 500
Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.
What Changed in UBS Group's Ameren Corporation Position
UBS Group grew its stake in Ameren Corporation by 4.5% during the last reporting period. The firm increased its holdings by 43,684 shares, moving from 973,193 shares to a total of 1,016,877 shares. The value of this position is now about $116.4 million.
Other Institutional Activity in Ameren Corporation
Among other institutional investors, BlackRock, Inc. increased its holdings by 830,186 shares, ending with 23,797,354 shares valued at approximately $2.62 billion, marking a 3.6% increase. Price T Rowe Associates reduced its position by 428,198 shares, now holding 21,361,624 shares worth about $2.35 billion, a 2.0% decrease. Vanguard Capital Management LLC opened a new position with 17,925,853 shares valued at $1.97 billion. Similarly, Vanguard Portfolio Management LLC also initiated a stake with 15,836,894 shares valued at $1.74 billion. State Street Corp added 425,663 shares, reaching a total of 14,929,384 shares worth about $1.64 billion, a 2.9% increase.
Ameren Corporation Stock Up 11.5%
Shares of NYSE:AEE traded near $114.5 on Saturday. Ameren Corporation has a market cap of $32.7 billion, a P/E ratio of 21.3, and a beta of 0.49. The stock's 52-week range is between $94.2 and $118.32. Its 50-day moving average is $110.06, and the 200-day moving average is $106.08. The company has a current ratio of 0.62 and a quick ratio of 0.29, with a debt-to-equity ratio of 155.67.
$AEE stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Ameren Corporation reported revenue of $8.54 billion with a growth rate of 3.7%. The company's net margin stands at 17.8%, and it achieved a return on equity of 11.7%. Earnings per share were $5.56. The next earnings report is expected on July 30, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
1 target raises vs 1 cuts.
-
EPS & revenue
EPS beat estimates by 7.3%. Revenue missed estimates by 4.6%.
-
Profit surprise
EBITDA beat by 5 percent. Operating income beat by 15 percent.
-
Pre-earnings setup
Expectations were about average.
-
Analyst signal
1 upgrade, 1 target raise, 1 target cut.
-
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 Corporation pays an annual dividend rate of $3.00, yielding 2.54%. The dividend payout ratio is 51.8%.
Insider Buying and Selling at Ameren Corporation
There was notable insider activity at Ameren Corporation. Chairman and President Melda Aaron acquired 3,705 shares on June 1, 2026. EVP of Subsidiary Ajay Arora also bought 6,797 shares on the same day. SVP and CATO Theresa Shaw sold 325 shares at an average price of $109.08 on May 14, 2026, and 1,500 shares at $109.35 on May 12, 2026, under a Rule 10b5-1 plan. Group President, Utilities Michael Moehn sold 6,500 shares at $113.63 on May 1, 2026, also under a Rule 10b5-1 plan.
Analysts Set New Price Targets
On May 21, 2026, JP Morgan upgraded Ameren Corporation to a 'buy' rating with a price target of $126.0. Truist Securities maintained a 'buy' rating with a $121.0 target on May 18, 2026. JP Morgan also maintained a 'hold' rating with a $120.0 target on May 14, 2026. The consensus among analysts is a 'buy', with a mean price target of $120.2 based on 15 opinions.
About Ameren Corporation
Ameren Corporation operates as a public utility holding company based in Saint Louis, Missouri. It provides electricity and natural gas services through its subsidiaries: Ameren Missouri, Ameren Illinois Electric Distribution, Ameren Illinois Natural Gas, and Ameren Transmission. The company generates electricity from various sources, including coal, nuclear, natural gas, and renewables like hydroelectric and solar energy. Led by CEO Mr. Martin J. Lyons Jr., Ameren serves residential, commercial, and industrial customers and employs around 8,913 people.
Bottom Line
UBS Group's increased stake in Ameren Corporation signals confidence in the utility company's performance. Investors often track such filings to gauge institutional sentiment, although these 13F filings are backward-looking and may not reflect current positions. With new analyst price targets and insider trading activity, Ameren Corporation remains a company to watch.
Get Ameren Corporation alerts
New 13F filings, insider trades, and analyst moves on $AEE, sent to your inbox. Free, and you can unsubscribe anytime.
This instant news alert was generated by automated narrative technology and financial data from Podchat and public regulatory filings. It is for informational purposes only and is not financial advice.