Compass Wealth Management LLC Sells 6,290 Shares of Advanced Energy Industries, Inc. $AEIS

Compass Wealth Management LLC decreased its holdings in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 9.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 59,824 shares of the electronics maker’s stock after selling 6,290 shares during the quarter. Advanced Energy Industries makes up about 1.2% of Compass Wealth Management LLC’s holdings, making the stock its 19th biggest position. Compass Wealth Management LLC owned approximately 0.16% of Advanced Energy Industries worth $10,178,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of AEIS. Bank of America Corp DE increased its position in Advanced Energy Industries by 2.2% during the second quarter. Bank of America Corp DE now owns 946,649 shares of the electronics maker’s stock worth $125,431,000 after buying an additional 20,573 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of Advanced Energy Industries by 1.0% during the 2nd quarter. Geode Capital Management LLC now owns 925,648 shares of the electronics maker’s stock worth $122,663,000 after acquiring an additional 8,993 shares in the last quarter. Massachusetts Financial Services Co. MA increased its holdings in shares of Advanced Energy Industries by 18.3% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 719,867 shares of the electronics maker’s stock valued at $122,478,000 after acquiring an additional 111,467 shares during the last quarter. Norges Bank acquired a new position in shares of Advanced Energy Industries during the 2nd quarter valued at about $58,766,000. Finally, Bamco Inc. NY raised its stake in shares of Advanced Energy Industries by 1.9% in the 2nd quarter. Bamco Inc. NY now owns 373,245 shares of the electronics maker’s stock valued at $49,455,000 after acquiring an additional 6,958 shares in the last quarter. Institutional investors and hedge funds own 99.67% of the company’s stock.

Analyst Upgrades and Downgrades

AEIS has been the subject of a number of recent analyst reports. Susquehanna upped their target price on Advanced Energy Industries from $300.00 to $375.00 and gave the stock a “positive” rating in a research report on Wednesday, February 11th. Citigroup upped their price objective on shares of Advanced Energy Industries from $255.00 to $330.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Stifel Nicolaus raised their target price on shares of Advanced Energy Industries from $310.00 to $325.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Wells Fargo & Company lifted their target price on shares of Advanced Energy Industries from $225.00 to $300.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 11th. Finally, Benchmark upped their price target on shares of Advanced Energy Industries from $150.00 to $225.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $304.00.

Insider Transactions at Advanced Energy Industries

In related news, Director Tina Donikowski sold 2,257 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $210.33, for a total transaction of $474,714.81. Following the completion of the transaction, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Lanesha Minnix sold 1,000 shares of the business’s stock in a transaction 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 sale, the director directly owned 4,585 shares in the company, valued at approximately $1,451,702.70. This represents a 17.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.20% of the stock is owned by company insiders.

Advanced Energy Industries Trading Down 0.2%

Shares of NASDAQ AEIS opened at $320.64 on Friday. The firm has a market capitalization of $12.10 billion, a price-to-earnings ratio of 83.94, a PEG ratio of 2.41 and a beta of 1.41. Advanced Energy Industries, Inc. has a one year low of $75.01 and a one year high of $328.36. The business has a fifty day simple moving average of $249.14 and a 200 day simple moving average of $204.62.

Advanced Energy Industries (NASDAQ:AEIS) last announced its quarterly earnings results on Tuesday, February 10th. The electronics maker reported $1.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.76 by $0.18. Advanced Energy Industries had a net margin of 8.25% and a return on equity of 15.72%. The firm had revenue of $489.40 million for the quarter, compared to analyst estimates of $473.12 million. During the same quarter in the previous year, the firm posted $1.30 EPS. The business’s revenue for the quarter was up 17.8% on a year-over-year basis. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. On average, research analysts anticipate that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current fiscal year.

Advanced Energy Industries Dividend Announcement

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

Advanced Energy Industries 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.