Castleark Management LLC Grows Stock Holdings in Advanced Energy Industries, Inc. $AEIS

Castleark Management LLC increased its holdings in Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 3.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 49,133 shares of the electronics maker’s stock after acquiring an additional 1,420 shares during the quarter. Castleark Management LLC’s holdings in Advanced Energy Industries were worth $10,287,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the business. Advisors Asset Management Inc. raised its position in Advanced Energy Industries by 26.8% in the 4th quarter. Advisors Asset Management Inc. now owns 1,055 shares of the electronics maker’s stock worth $221,000 after purchasing an additional 223 shares during the period. Hollencrest Capital Management purchased a new position in Advanced Energy Industries in the 4th quarter worth $1,160,000. Brooklyn Investment Group purchased a new position in Advanced Energy Industries in the 4th quarter worth $392,000. Orion Porfolio Solutions LLC raised its position in Advanced Energy Industries by 3.8% in the 4th quarter. Orion Porfolio Solutions LLC now owns 15,223 shares of the electronics maker’s stock worth $3,187,000 after purchasing an additional 563 shares during the period. Finally, Cibc World Markets Corp purchased a new position in Advanced Energy Industries in the 4th quarter worth $523,000. Hedge funds and other institutional investors own 99.67% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently commented on AEIS. Needham & Company LLC lifted their target price on shares of Advanced Energy Industries from $330.00 to $400.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Zacks Research raised Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a research note on Friday, May 8th. Robert W. Baird increased their price objective on Advanced Energy Industries from $360.00 to $380.00 and gave the company an “outperform” rating in a research note on Tuesday, May 5th. Weiss Ratings downgraded shares of Advanced Energy Industries from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, May 29th. Finally, Susquehanna lifted their target price on shares of Advanced Energy Industries from $375.00 to $430.00 and gave the stock a “positive” rating in a research note on Tuesday, May 5th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $361.82.

Advanced Energy Industries Trading Up 4.1%

Shares of Advanced Energy Industries stock opened at $354.37 on Friday. The company’s fifty day simple moving average is $344.50 and its two-hundred day simple moving average is $293.83. The company has a market cap of $13.48 billion, a P/E ratio of 74.60, a PEG ratio of 1.48 and a beta of 1.30. Advanced Energy Industries, Inc. has a 12-month low of $122.08 and a 12-month high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS) last posted its earnings results on Monday, May 4th. The electronics maker reported $2.09 earnings per share for the quarter, topping analysts’ consensus estimates of $1.97 by $0.12. Advanced Energy Industries had a return on equity of 17.99% and a net margin of 10.00%.The firm had revenue of $511.00 million for the quarter, compared to the consensus estimate of $505.81 million. During the same quarter in the prior year, the business earned $1.23 EPS. The business’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. Analysts predict that Advanced Energy Industries, Inc. will post 7.65 EPS for the current fiscal year.

Advanced Energy Industries Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Monday, May 25th were issued a dividend of $0.10 per share. The ex-dividend date was Friday, May 22nd. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.1%. Advanced Energy Industries’s dividend payout ratio is 8.42%.

Insider Buying and Selling

In other Advanced Energy Industries news, EVP Paul R. Oldham sold 4,314 shares of the company’s stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $315.99, for a total transaction of $1,363,180.86. Following the transaction, the executive vice president owned 22,217 shares in the company, valued at approximately $7,020,349.83. This represents a 16.26% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Elizabeth Karpinski Vonne sold 966 shares of the company’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $369.40, for a total value of $356,840.40. Following the transaction, 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 position. Additional details regarding this sale are available in the official SEC disclosure. 1.30% of the stock is currently owned by corporate insiders.

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.