Advanced Energy Industries, Inc. $AEIS Shares Acquired by Elevation Point Wealth Partners LLC

Elevation Point Wealth Partners LLC increased its holdings in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 595.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,068 shares of the electronics maker’s stock after acquiring an additional 4,339 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in Advanced Energy Industries were worth $862,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of AEIS. Bank of America Corp DE lifted its stake in Advanced Energy Industries by 2.2% in the 2nd quarter. Bank of America Corp DE now owns 946,649 shares of the electronics maker’s stock worth $125,431,000 after purchasing an additional 20,573 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Advanced Energy Industries by 1.0% in the second quarter. Geode Capital Management LLC now owns 925,648 shares of the electronics maker’s stock valued at $122,663,000 after purchasing an additional 8,993 shares during the last quarter. Massachusetts Financial Services Co. MA increased its holdings in shares of Advanced Energy Industries by 18.3% in the third quarter. Massachusetts Financial Services Co. MA now owns 719,867 shares of the electronics maker’s stock valued at $122,478,000 after purchasing an additional 111,467 shares during the last quarter. GW&K Investment Management LLC lifted its position in Advanced Energy Industries by 51.5% during the third quarter. GW&K Investment Management LLC now owns 699,780 shares of the electronics maker’s stock worth $119,062,000 after buying an additional 237,895 shares in the last quarter. Finally, Analog Century Management LP acquired a new position in Advanced Energy Industries during the third quarter worth $79,507,000. Hedge funds and other institutional investors own 99.67% of the company’s stock.

Advanced Energy Industries Stock Up 2.1%

Shares of Advanced Energy Industries stock opened at $308.31 on Tuesday. The firm has a market cap of $11.64 billion, a PE ratio of 80.71, a price-to-earnings-growth ratio of 2.21 and a beta of 1.35. Advanced Energy Industries, Inc. has a 52 week low of $75.01 and a 52 week high of $350.00. The business’s fifty day simple moving average is $284.89 and its 200-day simple moving average is $225.65.

Advanced Energy Industries (NASDAQ:AEIS) last issued its quarterly earnings data on Tuesday, February 10th. The electronics maker reported $1.94 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $473.12 million. During the same period last year, the company earned $1.30 EPS. The company’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. As a group, equities analysts expect that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current year.

Advanced Energy Industries Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, March 6th. Stockholders of record on Monday, February 23rd were paid a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, February 23rd. Advanced Energy Industries’s payout ratio is 10.47%.

Analyst Upgrades and Downgrades

Several analysts have issued reports on AEIS shares. TD Cowen restated a “hold” rating on shares of Advanced Energy Industries in a report on Wednesday, February 11th. Zacks Research raised shares of Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a research report on Friday, February 13th. Wells Fargo & Company upped their price objective on shares of Advanced Energy Industries from $225.00 to $300.00 and gave the company an “equal weight” rating in a report on Wednesday, February 11th. Stifel Nicolaus raised their price objective on shares of Advanced Energy Industries from $310.00 to $325.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Finally, Citigroup lifted their target price on shares of Advanced Energy Industries from $255.00 to $330.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, Advanced Energy Industries presently has a consensus rating of “Moderate Buy” and a consensus price target of $308.50.

Insider Activity at Advanced Energy Industries

In other news, EVP Elizabeth Karpinski Vonne sold 964 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $328.42, for a total value of $316,596.88. Following the transaction, the executive vice president directly owned 11,683 shares in the company, valued at approximately $3,836,930.86. This represents a 7.62% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Brian Shirley sold 1,234 shares of the stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $310.19, for a total transaction of $382,774.46. Following the transaction, the director directly owned 5,584 shares of the company’s stock, valued at $1,732,100.96. The trade was a 18.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 53,198 shares of company stock valued at $16,846,991 over the last 90 days. Insiders own 1.20% of the company’s stock.

About Advanced Energy Industries

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.