Analog Century Management LP Takes $79.51 Million Position in Advanced Energy Industries, Inc. $AEIS

Analog Century Management LP bought a new stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 467,301 shares of the electronics maker’s stock, valued at approximately $79,507,000. Advanced Energy Industries accounts for about 4.3% of Analog Century Management LP’s portfolio, making the stock its 11th biggest position. Analog Century Management LP owned 1.24% of Advanced Energy Industries at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Private Trust Co. NA grew its position in Advanced Energy Industries by 92.4% in the third quarter. Private Trust Co. NA now owns 152 shares of the electronics maker’s stock valued at $26,000 after acquiring an additional 73 shares during the period. Farther Finance Advisors LLC boosted its stake in shares of 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 in the last quarter. EverSource Wealth Advisors LLC grew its holdings in shares of Advanced Energy Industries by 67.7% in the 2nd 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 last quarter. Salomon & Ludwin LLC bought a new stake in shares of Advanced Energy Industries in the 3rd quarter worth about $46,000. Finally, Advisors Asset Management Inc. increased its position in shares of Advanced Energy Industries by 47.7% during the 1st quarter. Advisors Asset Management Inc. now owns 539 shares of the electronics maker’s stock worth $51,000 after purchasing an additional 174 shares in the last quarter. Institutional investors own 99.67% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on AEIS. Citigroup raised 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. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Energy Industries in a research report on Monday, December 29th. Robert W. Baird set a $315.00 price target on Advanced Energy Industries in a report on Thursday, February 12th. Wells Fargo & Company lifted their price objective on Advanced Energy Industries from $225.00 to $300.00 and gave the company an “equal weight” rating in a research report on Wednesday, February 11th. Finally, Wall Street Zen raised Advanced Energy Industries from a “hold” rating to a “buy” rating in a research note on Saturday, March 7th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Advanced Energy Industries currently has a consensus rating of “Moderate Buy” and a consensus price target of $308.50.

Advanced Energy Industries Stock Down 1.2%

Advanced Energy Industries stock opened at $302.02 on Friday. The company has a 50 day moving average of $283.28 and a 200-day moving average of $223.60. Advanced Energy Industries, Inc. has a twelve month low of $75.01 and a twelve month high of $350.00. The stock has a market capitalization of $11.40 billion, a PE ratio of 79.06, a price-to-earnings-growth ratio of 2.24 and a beta of 1.35.

Advanced Energy Industries (NASDAQ:AEIS) last issued its quarterly earnings data on Tuesday, February 10th. The electronics maker reported $1.94 EPS for the quarter, topping analysts’ consensus estimates of $1.76 by $0.18. The business 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%. The firm’s quarterly revenue was up 17.8% on a year-over-year basis. During the same period last year, the business posted $1.30 earnings per share. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. Equities analysts anticipate that Advanced Energy Industries, Inc. will post 3.66 EPS for the current fiscal year.

Advanced Energy Industries Announces Dividend

The firm 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 of this dividend was Monday, February 23rd. Advanced Energy Industries’s dividend payout ratio (DPR) is currently 10.47%.

Insider Buying and Selling at Advanced Energy Industries

In other news, 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 sale, the director owned 4,585 shares of the company’s stock, valued at $1,451,702.70. The trade was a 17.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Stephen Douglas Kelley sold 50,000 shares of the stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $316.62, for a total transaction of $15,831,000.00. Following the transaction, the chief executive officer owned 80,376 shares of the company’s stock, valued at $25,448,649.12. The trade was a 38.35% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 53,198 shares of company stock valued at $16,846,991 over the last ninety days. 1.20% of the stock is currently owned by company insiders.

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.