Dimensional Fund Advisors LP Cuts Holdings in Advanced Energy Industries, Inc. $AEIS

Dimensional Fund Advisors LP lowered its stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 8.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 746,250 shares of the electronics maker’s stock after selling 69,603 shares during the period. Dimensional Fund Advisors LP owned about 1.98% of Advanced Energy Industries worth $126,956,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank purchased a new stake in shares of Advanced Energy Industries during the second quarter worth approximately $58,766,000. Franklin Resources Inc. acquired a new stake in Advanced Energy Industries in the second quarter valued at approximately $30,687,000. Tributary Capital Management LLC lifted its stake in Advanced Energy Industries by 92.5% in the third quarter. Tributary Capital Management LLC now owns 344,654 shares of the electronics maker’s stock worth $58,639,000 after acquiring an additional 165,655 shares during the last quarter. Fisher Asset Management LLC grew its holdings in Advanced Energy Industries by 80.4% during the 2nd quarter. Fisher Asset Management LLC now owns 273,993 shares of the electronics maker’s stock worth $36,304,000 after acquiring an additional 122,094 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA grew its holdings in 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 worth $122,478,000 after acquiring an additional 111,467 shares in the last quarter. Hedge funds and other institutional investors own 99.67% of the company’s stock.

Insider Buying and Selling at Advanced Energy Industries

In other Advanced Energy Industries news, EVP Elizabeth Karpinski Vonne sold 964 shares of the business’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $328.42, for a total value of $316,596.88. Following the transaction, the executive vice president directly owned 11,683 shares of the company’s stock, valued at approximately $3,836,930.86. The trade was a 7.62% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Lanesha Minnix sold 1,000 shares of the company’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $316.62, for a total transaction of $316,620.00. Following the transaction, the director owned 4,585 shares of the company’s stock, valued at approximately $1,451,702.70. The trade was 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 Stock Performance

Shares of AEIS opened at $314.84 on Thursday. Advanced Energy Industries, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $350.00. The firm has a 50-day simple moving average of $279.75 and a 200-day simple moving average of $221.98. The company has a market capitalization of $11.89 billion, a price-to-earnings ratio of 82.42, a price-to-earnings-growth ratio of 2.28 and a beta of 1.35.

Advanced Energy Industries (NASDAQ:AEIS) last issued 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 return on equity of 15.72% and a net margin of 8.25%.The firm had revenue of $489.40 million for the quarter, compared to analysts’ expectations of $473.12 million. During the same quarter in the previous year, the firm posted $1.30 EPS. The firm’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. Equities research analysts forecast that Advanced Energy Industries, Inc. will post 3.66 EPS for the current year.

Advanced Energy Industries Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, March 6th. Stockholders of record on Monday, February 23rd were paid 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 was Monday, February 23rd. Advanced Energy Industries’s dividend payout ratio is 10.47%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the stock. Zacks Research upgraded shares of Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a report on Friday, February 13th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Energy Industries in a research note on Monday, December 29th. Stifel Nicolaus increased their target price on Advanced Energy Industries from $310.00 to $325.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. KeyCorp raised their price target on Advanced Energy Industries from $330.00 to $375.00 and gave the company an “overweight” rating in a research note on Monday, March 2nd. Finally, Citigroup upped their price objective on Advanced Energy Industries from $255.00 to $330.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, Advanced Energy Industries currently has a consensus rating of “Moderate Buy” and an average target price of $308.50.

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.