Advanced Energy Industries, Inc. $AEIS Stake Cut by Burney Co.

Burney Co. reduced its holdings in Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 35.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,975 shares of the electronics maker’s stock after selling 1,635 shares during the period. Burney Co.’s holdings in Advanced Energy Industries were worth $623,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the business. Bank of America Corp DE lifted its stake in Advanced Energy Industries by 2.2% in the 2nd quarter. Bank of America Corp DE now owns 946,649 shares of the electronics maker’s stock worth $125,431,000 after acquiring an additional 20,573 shares in the last quarter. Massachusetts Financial Services Co. MA raised its stake 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 worth $122,478,000 after purchasing an additional 111,467 shares in the last quarter. GW&K Investment Management LLC raised its stake in shares of Advanced Energy Industries by 51.5% during the 3rd quarter. GW&K Investment Management LLC now owns 699,780 shares of the electronics maker’s stock worth $119,062,000 after purchasing an additional 237,895 shares in the last quarter. Analog Century Management LP purchased a new stake in shares of Advanced Energy Industries during the 3rd quarter worth about $79,507,000. Finally, Bamco Inc. NY raised its stake in shares of Advanced Energy Industries by 5.0% during the 3rd quarter. Bamco Inc. NY now owns 391,985 shares of the electronics maker’s stock worth $66,692,000 after purchasing an additional 18,740 shares in the last quarter. 99.67% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on AEIS shares. Needham & Company LLC raised their price target on Advanced Energy Industries from $290.00 to $330.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Zacks Research downgraded Advanced Energy Industries from a “strong-buy” rating to a “hold” rating in a research note on Thursday, April 9th. Wells Fargo & Company raised their price target on Advanced Energy Industries from $300.00 to $340.00 and gave the stock an “equal weight” rating in a research note on Tuesday, April 7th. Bank of America raised their price target on Advanced Energy Industries from $260.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Finally, TD Cowen reaffirmed a “hold” rating on shares of Advanced Energy Industries in a research note on Wednesday, February 11th. Eight equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Advanced Energy Industries presently has a consensus rating of “Moderate Buy” and a consensus target price of $322.50.

Advanced Energy Industries Stock Performance

Shares of NASDAQ AEIS opened at $385.73 on Wednesday. The firm has a market cap of $14.60 billion, a price-to-earnings ratio of 100.98, a P/E/G ratio of 2.78 and a beta of 1.35. The business’s 50-day simple moving average is $322.23 and its 200-day simple moving average is $252.13. Advanced Energy Industries, Inc. has a 52 week low of $82.64 and a 52 week high of $386.25.

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, beating 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 return on equity of 15.72% and a net margin of 8.25%.The firm’s revenue for the quarter was up 17.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.30 EPS. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. As a group, equities research analysts forecast that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current year.

Advanced Energy Industries Announces Dividend

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

Insider Buying and Selling at Advanced Energy Industries

In other news, EVP Paul R. Oldham sold 4,314 shares of the stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $315.99, for a total transaction of $1,363,180.86. Following the transaction, the executive vice president owned 22,217 shares of the company’s stock, valued at approximately $7,020,349.83. This represents a 16.26% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Elizabeth Karpinski Vonne sold 964 shares of the stock in a transaction dated 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 in the company, valued at approximately $3,836,930.86. This represents a 7.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 57,512 shares of company stock worth $18,210,172 in the last 90 days. Company insiders own 1.30% of the company’s stock.

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.