Advanced Energy Industries, Inc. $AEIS Shares Acquired by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. increased its position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 6.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 262,517 shares of the electronics maker’s stock after purchasing an additional 16,607 shares during the period. Envestnet Asset Management Inc. owned 0.70% of Advanced Energy Industries worth $44,665,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in AEIS. Lisanti Capital Growth LLC bought a new stake in Advanced Energy Industries in the third quarter worth about $3,464,000. Tributary Capital Management LLC boosted its position in shares of Advanced Energy Industries by 92.5% during the 3rd quarter. Tributary Capital Management LLC now owns 344,654 shares of the electronics maker’s stock valued at $58,639,000 after purchasing an additional 165,655 shares in the last quarter. Rhumbline Advisers grew its stake in shares of Advanced Energy Industries by 3.4% in the 2nd quarter. Rhumbline Advisers now owns 113,228 shares of the electronics maker’s stock worth $15,003,000 after purchasing an additional 3,770 shares during the last quarter. Fisher Asset Management LLC raised its holdings in shares of Advanced Energy Industries by 80.4% in the 2nd quarter. Fisher Asset Management LLC now owns 273,993 shares of the electronics maker’s stock worth $36,304,000 after purchasing an additional 122,094 shares in the last quarter. Finally, Blair William & Co. IL bought a new stake in shares of Advanced Energy Industries in the 2nd quarter worth approximately $253,000. 99.67% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Zacks Research cut shares of Advanced Energy Industries from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 1st. TD Cowen reissued a “hold” rating on shares of Advanced Energy Industries in a research note on Wednesday, November 5th. Robert W. Baird set a $190.00 target price on Advanced Energy Industries in a report on Monday, October 27th. Stifel Nicolaus upped their target price on Advanced Energy Industries from $270.00 to $310.00 and gave the company a “buy” rating in a report on Monday. Finally, Benchmark increased their price target on Advanced Energy Industries from $150.00 to $225.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $259.50.

Key Headlines Impacting Advanced Energy Industries

Here are the key news stories impacting Advanced Energy Industries this week:

• Positive Sentiment: Q4 results beat expectations — AEIS reported $1.94 EPS (vs. ~ $1.76 consensus) and revenue of $489.4M (above estimates), with revenue up ~17.8% year-over-year, showing healthy demand and margin improvement. MarketBeat Q4 report and materials
• Positive Sentiment: Upbeat Q1 2026 guidance — Management guided to EPS of $1.69–$2.19 (well above consensus ~$1.49) and revenue of $480–$520M (above the ~$468M consensus), signaling continued top-line strength and margin confidence. (Company guidance released with earnings.)
• Positive Sentiment: Analyst support — Stifel raised its price target to $310 and maintained a buy rating, adding third‑party validation to the upside case. The Fly: Stifel price-target raise
• Neutral Sentiment: Short-interest data reported odd/zero values for the period (likely a reporting quirk) — no clear bearish pressure indicated by the provided short-interest figures.

Insider Buying and Selling

In other Advanced Energy Industries news, Director Tina Donikowski sold 2,257 shares of Advanced Energy Industries stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $210.33, for a total transaction of $474,714.81. Following the completion of the sale, the director owned 8,248 shares of the company’s stock, valued at $1,734,801.84. This trade represents a 21.49% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Paul R. Oldham sold 8,174 shares of the company’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $203.11, for a total transaction of $1,660,221.14. Following the completion of the transaction, the executive vice president directly owned 24,792 shares in the company, valued at $5,035,503.12. This trade represents a 24.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.20% of the stock is owned by corporate insiders.

Advanced Energy Industries Stock Up 0.2%

Shares of Advanced Energy Industries stock opened at $279.81 on Wednesday. Advanced Energy Industries, Inc. has a 1 year low of $75.01 and a 1 year high of $283.72. The company has a market cap of $10.56 billion, a P/E ratio of 73.44, a P/E/G ratio of 1.34 and a beta of 1.41. The company has a current ratio of 4.10, a quick ratio of 3.01 and a debt-to-equity ratio of 0.43. The stock has a 50-day moving average price of $235.73 and a 200 day moving average price of $196.91.

Advanced Energy Industries (NASDAQ:AEIS) last released its earnings results on Tuesday, February 10th. The electronics maker reported $1.94 earnings per share for the quarter, beating the consensus estimate of $1.76 by $0.18. The company had revenue of $489.40 million for the quarter, compared to analysts’ expectations of $473.12 million. Advanced Energy Industries had a return on equity of 14.27% and a net margin of 8.41%.The business’s revenue for the quarter was up 17.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.30 EPS. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. As a group, analysts expect that Advanced Energy Industries, Inc. will post 3.66 EPS for the current fiscal year.

Advanced Energy Industries Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 6th. Shareholders of record on Monday, February 23rd will be given a $0.10 dividend. The ex-dividend date is Monday, February 23rd. This represents a $0.40 dividend on an annualized basis and a yield of 0.1%. Advanced Energy Industries’s dividend payout ratio is presently 10.50%.

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.