IAM Advisory LLC Takes Position in Advanced Energy Industries, Inc. $AEIS

IAM Advisory LLC acquired a new position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 5,132 shares of the electronics maker’s stock, valued at approximately $1,075,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Royal Bank of Canada lifted its position in shares of Advanced Energy Industries by 16.5% during the first quarter. Royal Bank of Canada now owns 11,155 shares of the electronics maker’s stock valued at $1,063,000 after buying an additional 1,578 shares during the last quarter. Advisors Asset Management Inc. grew its position in shares of Advanced Energy Industries by 47.7% in the 1st quarter. Advisors Asset Management Inc. now owns 539 shares of the electronics maker’s stock worth $51,000 after buying an additional 174 shares during the last quarter. AQR Capital Management LLC purchased a new position in shares of Advanced Energy Industries in the 1st quarter worth approximately $468,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of Advanced Energy Industries by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 22,278 shares of the electronics maker’s stock worth $2,123,000 after acquiring an additional 970 shares in the last quarter. Finally, United Services Automobile Association purchased a new stake in Advanced Energy Industries during the first quarter valued at approximately $228,000. Hedge funds and other institutional investors own 99.67% of the company’s stock.

Advanced Energy Industries Stock Performance

NASDAQ AEIS opened at $317.21 on Friday. The firm has a market capitalization of $12.01 billion, a P/E ratio of 83.04, a PEG ratio of 2.40 and a beta of 1.35. The stock has a 50-day simple moving average of $292.81 and a two-hundred day simple moving average of $229.33. Advanced Energy Industries, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $350.00.

Advanced Energy Industries (NASDAQ:AEIS) last issued its earnings results on Tuesday, February 10th. The electronics maker reported $1.94 EPS for the quarter, topping analysts’ consensus estimates of $1.76 by $0.18. The firm had revenue of $489.40 million for the quarter, compared to the consensus estimate of $473.12 million. Advanced Energy Industries had a return on equity of 15.72% and a net margin of 8.25%.The company’s revenue was up 17.8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.30 earnings per share. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. As a group, analysts forecast 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 disclosed a quarterly dividend, which was paid on Friday, March 6th. Shareholders of record on Monday, February 23rd were given a $0.10 dividend. This represents a $0.40 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, February 23rd. Advanced Energy Industries’s dividend payout ratio is currently 10.47%.

Insider Buying and Selling at Advanced Energy Industries

In other news, EVP Elizabeth Karpinski Vonne sold 964 shares of Advanced Energy Industries stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $328.42, for a total transaction of $316,596.88. Following the completion of the transaction, the executive vice president directly owned 11,683 shares of the company’s stock, valued at $3,836,930.86. The trade was a 7.62% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Paul R. Oldham sold 4,314 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $315.99, for a total transaction of $1,363,180.86. Following the completion of the transaction, the executive vice president owned 22,217 shares of the company’s stock, valued at approximately $7,020,349.83. This represents a 16.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 57,512 shares of company stock worth $18,210,172. 1.20% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on AEIS shares. Wall Street Zen upgraded shares of Advanced Energy Industries from a “hold” rating to a “buy” rating in a research note on Saturday, March 7th. Robert W. Baird set a $315.00 price objective on Advanced Energy Industries in a report on Thursday, February 12th. Needham & Company LLC raised their price objective on Advanced Energy Industries from $290.00 to $330.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Citigroup upped their target price on Advanced Energy Industries from $330.00 to $385.00 and gave the company a “buy” rating in a research report on Friday. Finally, KeyCorp raised their price target on Advanced Energy Industries from $330.00 to $375.00 and gave the stock an “overweight” rating in a report on Monday, March 2nd. One 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 stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $314.00.

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.