Caprock Group LLC Makes New Investment in Advanced Energy Industries, Inc. $AEIS

Caprock Group LLC acquired a new stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,980 shares of the electronics maker’s stock, valued at approximately $337,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new position in Advanced Energy Industries during the 2nd quarter worth approximately $58,766,000. Franklin Resources Inc. purchased a new position in shares of Advanced Energy Industries during the second quarter worth $30,687,000. Tributary Capital Management LLC lifted its position in Advanced Energy Industries by 92.5% during the third quarter. Tributary Capital Management LLC now owns 344,654 shares of the electronics maker’s stock valued at $58,639,000 after purchasing an additional 165,655 shares during the period. Fisher Asset Management LLC lifted its position in Advanced Energy Industries by 80.4% during the second quarter. Fisher Asset Management LLC now owns 273,993 shares of the electronics maker’s stock valued at $36,304,000 after purchasing an additional 122,094 shares during the period. Finally, Massachusetts Financial Services Co. MA boosted its holdings in 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. Institutional investors and hedge funds own 99.67% of the company’s stock.

Advanced Energy Industries Stock Performance

NASDAQ AEIS opened at $321.34 on Thursday. The business has a fifty day moving average price of $247.21 and a 200 day moving average price of $203.81. The company has a market cap of $12.13 billion, a P/E ratio of 84.12, a P/E/G ratio of 2.35 and a beta of 1.41. Advanced Energy Industries, Inc. has a one year low of $75.01 and a one year high of $328.37.

Advanced Energy Industries (NASDAQ:AEIS) last posted its quarterly earnings results on Tuesday, February 10th. The electronics maker reported $1.94 earnings per share 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 analyst estimates of $473.12 million. Advanced Energy Industries had a net margin of 8.25% and a return on equity of 15.72%. Advanced Energy Industries’s quarterly revenue was up 17.8% on a year-over-year basis. During the same period in the previous year, the business posted $1.30 earnings per share. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. As a group, sell-side analysts predict that Advanced Energy Industries, Inc. will post 3.66 EPS for the current fiscal year.

Advanced Energy Industries Dividend Announcement

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

Analyst Ratings Changes

Several equities analysts have recently issued reports on AEIS shares. KeyCorp boosted their price objective on Advanced Energy Industries from $290.00 to $330.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Stifel Nicolaus boosted their price target on Advanced Energy Industries from $310.00 to $325.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Zacks Research upgraded Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a research report on Friday, February 13th. Wells Fargo & Company raised their price objective on shares of Advanced Energy Industries from $225.00 to $300.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 11th. Finally, Bank of America boosted their target price on shares of Advanced Energy Industries from $260.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $304.00.

Insider Activity

In other news, Director Tina Donikowski sold 2,257 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $210.33, for a total transaction of $474,714.81. Following the completion of the sale, the director owned 8,248 shares in the company, valued at $1,734,801.84. This trade represents a 21.49% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Lanesha Minnix sold 1,000 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $316.62, for a total value of $316,620.00. Following the completion of the transaction, the director owned 4,585 shares in the company, valued at $1,451,702.70. This represents a 17.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.20% of the company’s stock.

Advanced Energy Industries Company Profile

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.