Assetmark Inc. Has $230,000 Stock Holdings in Advanced Energy Industries, Inc. $AEIS

Assetmark Inc. lifted its holdings in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 376.9% in the second quarter, according to its most recent filing with the SEC. The firm owned 1,736 shares of the electronics maker’s stock after acquiring an additional 1,372 shares during the period. Assetmark Inc.’s holdings in Advanced Energy Industries were worth $230,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Teacher Retirement System of Texas acquired a new stake in shares of Advanced Energy Industries during the 1st quarter worth about $914,000. Cerity Partners LLC grew its stake in Advanced Energy Industries by 215.3% during the first quarter. Cerity Partners LLC now owns 11,195 shares of the electronics maker’s stock worth $1,067,000 after buying an additional 7,644 shares during the last quarter. Moloney Securities Asset Management LLC bought a new stake in Advanced Energy Industries during the first quarter worth about $253,000. Dynamic Technology Lab Private Ltd acquired a new stake in shares of Advanced Energy Industries during the first quarter worth approximately $363,000. Finally, Blair William & Co. IL bought a new position in shares of Advanced Energy Industries in the second quarter valued at approximately $253,000. Institutional investors own 99.67% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently commented on AEIS. Susquehanna restated a “neutral” rating and set a $190.00 price target on shares of Advanced Energy Industries in a research report on Thursday. Benchmark raised their target price on Advanced Energy Industries from $150.00 to $225.00 and gave the company a “buy” rating in a research note on Wednesday. Zacks Research raised Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a report on Wednesday, September 10th. Wall Street Zen lowered shares of Advanced Energy Industries from a “strong-buy” rating to a “buy” rating in a report on Saturday. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Advanced Energy Industries in a research report on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $200.50.

Insiders Place Their Bets

In other news, EVP John Donaghey sold 1,000 shares of the firm’s stock in a transaction dated Wednesday, August 13th. The stock was sold at an average price of $160.73, for a total transaction of $160,730.00. Following the sale, the executive vice president owned 10,029 shares of the company’s stock, valued at $1,611,961.17. This trade represents a 9.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 1.20% of the company’s stock.

Advanced Energy Industries Price Performance

Shares of AEIS stock opened at $216.73 on Friday. The firm has a market cap of $8.18 billion, a price-to-earnings ratio of 98.07, a PEG ratio of 1.65 and a beta of 1.60. Advanced Energy Industries, Inc. has a 12 month low of $75.01 and a 12 month high of $232.05. The company has a quick ratio of 2.97, a current ratio of 4.09 and a debt-to-equity ratio of 0.45. The stock has a 50-day moving average price of $179.04 and a 200 day moving average price of $147.55.

Advanced Energy Industries (NASDAQ:AEIS) last released its earnings results on Tuesday, November 4th. The electronics maker reported $1.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.47 by $0.27. Advanced Energy Industries had a net margin of 5.13% and a return on equity of 12.38%. The company had revenue of $463.30 million for the quarter, compared to the consensus estimate of $441.54 million. During the same period in the prior year, the company posted $0.98 EPS. The company’s revenue was up 23.8% compared to the same quarter last year. Advanced Energy Industries has set its Q4 2025 guidance at 1.500-2.000 EPS. Research analysts expect that Advanced Energy Industries, Inc. will post 3.66 EPS for the current year.

Advanced Energy Industries Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, December 5th. Stockholders of record on Monday, November 24th will be given a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Monday, November 24th. Advanced Energy Industries’s dividend payout ratio (DPR) is currently 10.50%.

Advanced Energy Industries Company Profile

Advanced Energy Industries, Inc provides precision power conversion, measurement, and control solutions in the United States and internationally. The company's plasma power products offer solutions to enable innovation for semiconductor and thin film plasma processes, such as dry etch and deposition.