Strs Ohio Boosts Stock Position in Advanced Energy Industries, Inc. $AEIS

Strs Ohio grew its stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 692.3% during the 4th quarter, HoldingsChannel reports. The fund owned 30,900 shares of the electronics maker’s stock after buying an additional 27,000 shares during the period. Strs Ohio’s holdings in Advanced Energy Industries were worth $6,470,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the stock. Azzad Asset Management Inc. ADV lifted its position in shares of Advanced Energy Industries by 0.4% during the third quarter. Azzad Asset Management Inc. ADV now owns 10,720 shares of the electronics maker’s stock worth $1,824,000 after acquiring an additional 45 shares in the last quarter. Allworth Financial LP lifted its position in shares of Advanced Energy Industries by 9.2% during the third quarter. Allworth Financial LP now owns 582 shares of the electronics maker’s stock worth $99,000 after acquiring an additional 49 shares in the last quarter. EverSource Wealth Advisors LLC lifted its position in shares of Advanced Energy Industries by 19.9% during the third quarter. EverSource Wealth Advisors LLC now owns 374 shares of the electronics maker’s stock worth $64,000 after acquiring an additional 62 shares in the last quarter. D.A. Davidson & CO. lifted its position in shares of Advanced Energy Industries by 3.5% during the third quarter. D.A. Davidson & CO. now owns 1,860 shares of the electronics maker’s stock worth $316,000 after acquiring an additional 63 shares in the last quarter. Finally, Huntington National Bank lifted its position in shares of Advanced Energy Industries by 14.4% during the third quarter. Huntington National Bank now owns 541 shares of the electronics maker’s stock worth $92,000 after acquiring an additional 68 shares in the last quarter. Hedge funds and other institutional investors own 99.67% of the company’s stock.

More Advanced Energy Industries News

Here are the key news stories impacting Advanced Energy Industries this week:

• Positive Sentiment: Q1 results beat expectations: non‑GAAP EPS $2.09 and revenue $511M, driven by broad demand across end markets. Advanced Energy Reports First Quarter 2026 Results
• Positive Sentiment: Gross margin milestone — management highlighted non‑GAAP gross margin above 40%, signaling improved product mix and pricing leverage. Advanced Energy Reports First Quarter 2026 Results
• Neutral Sentiment: Company provided Q2 FY2026 guidance: revenue $520M–$560M and non‑GAAP EPS $1.93–$2.43 (consensus ~ $1.94 EPS, revenue ~$524M) — guidance spans the street and leaves room for interpretation. Q2 Guidance (press release / slide deck)
• Neutral Sentiment: Company hosted a conference call and published slides; investors can review management’s commentary for color on supply, bookings, and margin drivers. Listen to Conference Call / Slide Deck
• Negative Sentiment: Q2 EPS low end slightly below consensus — the lower bound of the EPS range worried some investors and fueled a near‑term re‑rating despite the Q1 beat. AEIS slides as Q2 outlook underwhelms (Quiver)
• Negative Sentiment: Operating cash flow swung to a modest outflow in Q1 tied to a ~$48M inventory build to support demand — investors worry about working capital timing and near‑term cash conversion. Inventory build and cash flow note (Quiver)
• Negative Sentiment: Significant insider selling has been reported over recent months, which may amplify negative sentiment among some investors. Insider trading summary (Quiver)
• Negative Sentiment: Late‑day price weakness after the release — several outlets noted the stock sold off despite the beat, suggesting short‑term profit‑taking and concern about near‑term guidance. AEIS tops views but stock tumbles late (MSN)

Insider Buying and Selling at Advanced Energy Industries

In other Advanced Energy Industries news, EVP Elizabeth Karpinski Vonne sold 966 shares of the firm’s stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $369.40, for a total transaction of $356,840.40. Following the sale, the executive vice president owned 11,616 shares in the company, valued at $4,290,950.40. This trade represents a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Brian Shirley sold 1,234 shares of the firm’s stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $310.19, for a total value of $382,774.46. Following the sale, the director owned 5,584 shares in the company, 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. Over the last ninety days, insiders have sold 58,478 shares of company stock valued at $18,567,013. 1.30% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research firms have issued reports on AEIS. Citigroup increased their target price on Advanced Energy Industries from $330.00 to $385.00 and gave the stock a “buy” rating in a research report on Friday, March 20th. Wall Street Zen upgraded Advanced Energy Industries from a “hold” rating to a “buy” rating in a research report on Saturday, March 7th. Needham & Company LLC increased 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. Wells Fargo & Company increased their price objective on Advanced Energy Industries from $300.00 to $340.00 and gave the stock an “equal weight” rating in a research report on Tuesday, April 7th. Finally, KeyCorp increased their price objective on Advanced Energy Industries from $330.00 to $375.00 and gave the stock an “overweight” rating in a research report on Monday, March 2nd. Eight investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $322.50.

Advanced Energy Industries Stock Performance

Shares of AEIS stock opened at $387.03 on Tuesday. Advanced Energy Industries, Inc. has a 52-week low of $106.48 and a 52-week high of $397.44. The company has a market capitalization of $14.65 billion, a PE ratio of 101.32, a price-to-earnings-growth ratio of 2.85 and a beta of 1.40. The business’s fifty day moving average is $341.89 and its 200 day moving average is $269.24.

Advanced Energy Industries (NASDAQ:AEIS) last released its quarterly earnings results on Monday, May 4th. The electronics maker reported $2.09 earnings per share for the quarter, beating analysts’ consensus estimates of $1.96 by $0.13. Advanced Energy Industries had a return on equity of 15.72% and a net margin of 8.25%.The business had revenue of $511.00 million for the quarter, compared to the consensus estimate of $505.81 million. During the same quarter last year, the business posted $1.23 earnings per share. The company’s revenue for the quarter was up 26.3% on a year-over-year basis. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. On average, sell-side analysts forecast that Advanced Energy Industries, Inc. will post 7.05 EPS for the current fiscal year.

Advanced Energy Industries Announces Dividend

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

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.