NEOS Investment Management LLC Boosts Stock Holdings in Advanced Energy Industries, Inc. $AEIS

NEOS Investment Management LLC raised its stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 21.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,715 shares of the electronics maker’s stock after purchasing an additional 2,465 shares during the quarter. NEOS Investment Management LLC’s holdings in Advanced Energy Industries were worth $2,333,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Private Trust Co. NA raised its position in shares of Advanced Energy Industries by 92.4% in the 3rd quarter. Private Trust Co. NA now owns 152 shares of the electronics maker’s stock worth $26,000 after buying an additional 73 shares during the period. Farther Finance Advisors LLC boosted its position in Advanced Energy Industries by 203.5% during the 3rd quarter. Farther Finance Advisors LLC now owns 173 shares of the electronics maker’s stock worth $29,000 after purchasing an additional 116 shares during the period. Bessemer Group Inc. grew its stake in shares of Advanced Energy Industries by 98.3% in the second quarter. Bessemer Group Inc. now owns 234 shares of the electronics maker’s stock valued at $31,000 after buying an additional 116 shares in the last quarter. EverSource Wealth Advisors LLC raised its stake in shares of Advanced Energy Industries by 67.7% during the second quarter. EverSource Wealth Advisors LLC now owns 312 shares of the electronics maker’s stock valued at $41,000 after purchasing an additional 126 shares during the period. Finally, Salomon & Ludwin LLC acquired a new position in Advanced Energy Industries in the 3rd quarter worth $46,000. 99.67% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms have commented on AEIS. Stifel Nicolaus increased their price objective on shares of Advanced Energy Industries from $310.00 to $325.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. TD Cowen reaffirmed a “hold” rating on shares of Advanced Energy Industries in a research report on Wednesday, February 11th. Citigroup lifted their price objective on shares of Advanced Energy Industries from $255.00 to $330.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Energy Industries in a research report on Monday, December 29th. Finally, Zacks Research raised Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Advanced Energy Industries presently has a consensus rating of “Moderate Buy” and an average price target of $304.00.

Insider Transactions at Advanced Energy Industries

In other Advanced Energy Industries news, Director Tina Donikowski sold 2,257 shares of the business’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $210.33, for a total value of $474,714.81. Following the sale, the director directly owned 8,248 shares in the company, valued at approximately $1,734,801.84. The trade was a 21.49% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Lanesha Minnix sold 1,000 shares of the company’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $316.62, for a total transaction of $316,620.00. Following the completion of the sale, the director directly owned 4,585 shares of the company’s stock, valued at $1,451,702.70. The trade was a 17.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.20% of the stock is owned by insiders.

Advanced Energy Industries Price Performance

NASDAQ AEIS opened at $320.64 on Friday. Advanced Energy Industries, Inc. has a 12 month low of $75.01 and a 12 month high of $328.36. The firm has a market capitalization of $12.10 billion, a PE ratio of 83.94, a P/E/G ratio of 2.41 and a beta of 1.41. The company’s 50 day simple moving average is $249.14 and its 200 day simple moving average is $204.62.

Advanced Energy Industries (NASDAQ:AEIS) last issued its quarterly earnings results on Tuesday, February 10th. The electronics maker reported $1.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.76 by $0.18. Advanced Energy Industries had a return on equity of 15.72% and a net margin of 8.25%.The firm had revenue of $489.40 million during the quarter, compared to analyst estimates of $473.12 million. During the same period last year, the company posted $1.30 EPS. The firm’s quarterly revenue was up 17.8% on a year-over-year basis. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. Sell-side analysts anticipate that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current fiscal year.

Advanced Energy Industries Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 6th. Investors of record on Monday, February 23rd will be paid a dividend of $0.10 per share. The ex-dividend date of this dividend is Monday, February 23rd. This represents a $0.40 annualized dividend and a yield of 0.1%. Advanced Energy Industries’s dividend payout ratio (DPR) is currently 10.47%.

Advanced Energy Industries Company Profile

Advanced Energy Industries, Inc is a global technology company specializing in precision power conversion, measurement, and control solutions. The company designs and manufactures a broad portfolio of products including high-voltage power supplies, RF and microwave generators, digital power controllers, reactive gas control systems, and thin film measurement instruments. These solutions enable advanced processes in semiconductor fabrication, flat panel display manufacturing, industrial coating, data storage, telecommunications and medical device production.

Founded in 1981 and headquartered in Fort Collins, Colorado, Advanced Energy has grown through strategic product development and international expansion.