Choreo LLC Has $298,000 Stake in Advanced Energy Industries, Inc. $AEIS

Choreo LLC lowered its position in Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 56.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,749 shares of the electronics maker’s stock after selling 2,305 shares during the quarter. Choreo LLC’s holdings in Advanced Energy Industries were worth $298,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Private Trust Co. NA increased its stake in shares of Advanced Energy Industries by 92.4% during the 3rd quarter. Private Trust Co. NA now owns 152 shares of the electronics maker’s stock worth $26,000 after purchasing an additional 73 shares during the last quarter. Farther Finance Advisors LLC lifted its stake in Advanced Energy Industries by 203.5% in the 3rd quarter. Farther Finance Advisors LLC now owns 173 shares of the electronics maker’s stock valued at $29,000 after purchasing an additional 116 shares during the last quarter. EverSource Wealth Advisors LLC grew its holdings in Advanced Energy Industries by 67.7% during the second quarter. EverSource Wealth Advisors LLC now owns 312 shares of the electronics maker’s stock worth $41,000 after purchasing an additional 126 shares during the period. Salomon & Ludwin LLC acquired a new position in Advanced Energy Industries during the third quarter worth approximately $46,000. Finally, Advisors Asset Management Inc. increased its position in Advanced Energy Industries by 47.7% during the first quarter. Advisors Asset Management Inc. now owns 539 shares of the electronics maker’s stock worth $51,000 after buying an additional 174 shares during the last quarter. Institutional investors own 99.67% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Elizabeth Karpinski Vonne sold 964 shares of Advanced Energy Industries stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $328.42, for a total transaction of $316,596.88. Following the completion of the sale, the executive vice president owned 11,683 shares of the company’s stock, valued at approximately $3,836,930.86. This trade represents a 7.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Lanesha Minnix sold 1,000 shares of the company’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $316.62, for a total transaction 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 trade represents a 17.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.20% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several analysts have issued reports on the company. Robert W. Baird set a $315.00 price objective on Advanced Energy Industries in a research note on Thursday, February 12th. Zacks Research raised Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a report on Friday, February 13th. Bank of America increased their price target on Advanced Energy Industries from $260.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Wells Fargo & Company raised their price target on Advanced Energy Industries from $225.00 to $300.00 and gave the company an “equal weight” rating in a report on Wednesday, February 11th. Finally, Susquehanna lifted their price objective on shares of Advanced Energy Industries from $300.00 to $375.00 and gave the stock a “positive” rating in a research report on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $308.50.

Advanced Energy Industries Stock Down 6.6%

Shares of NASDAQ:AEIS opened at $290.78 on Friday. Advanced Energy Industries, Inc. has a 12-month low of $75.01 and a 12-month high of $350.00. The business has a 50 day moving average of $273.92 and a 200-day moving average of $218.62. The stock has a market cap of $10.98 billion, a PE ratio of 76.12, a P/E/G ratio of 2.18 and a beta of 1.35.

Advanced Energy Industries (NASDAQ:AEIS) last announced its 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 company had revenue of $489.40 million for the quarter, compared to analyst estimates of $473.12 million. Advanced Energy Industries had a return on equity of 15.72% and a net margin of 8.25%.The firm’s quarterly revenue was up 17.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.30 earnings per share. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. Equities research analysts expect that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current year.

Advanced Energy Industries Announces Dividend

The company also recently disclosed 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 annualized dividend and a yield of 0.1%. Advanced Energy Industries’s dividend payout ratio (DPR) is presently 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.