AMEREN CORP
boothcheck covers AMEREN CORP (AEE) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• Growth here arrives as steel in the ground rather than as market share, and the FY2025 10-K puts a size on what is coming: in February 2026 Ameren Missouri signed electric service agreements with large load customers ⟦"representing 2.2 gigawatts of demand. Construction agreements have been signed with developers representing 3.4 gigawatts of demand, which includes the executed electric service agreements."⟧ • The largest risk is not operational. Borrowings sit close to ten times a year's oper
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899 institutional managers reported holding AEE in 13F filings for the quarter ended 2026-03-31. Together they hold about 84% of the company; the top 10 hold 48%. 107 opened new positions that quarter. Held by Vanguard Group, BlackRock, T. Rowe Price, among others. On the short side, 10.9M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AEE's share count grew 8% over the past five years. It pays a dividend, and has paid one every year in our records (18 and counting), raised 15 years straight; the current rate is $2.84 a share annually. Cash returned over the past three years: $2.02B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at AEE over the trailing three years. Absence is a fact about the company, not a signal. 25 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AEE's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -2.0% | -9.1% |
| 2023-11-10 | -2.4% | -5.7% |
| 2024-03-01 | +0.3% | +3.9% |
| 2024-05-07 | -0.5% | -4.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AEE's latest 8-K filings: 2026-08-24 (items 8.01, 9.01); 2026-08-04 (items 8.01, 9.01); 2026-07-30 (items 2.02, 8.01, 9.01); 2026-06-29 (items 8.01, 9.01); 2026-06-26 (items 8.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.