Vanguard Group 13F: Adds $57M to Ameren (AEE) Stake

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 11.6%

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.

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.

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.