Channing Capital Management LLC Has $64.05 Million Stock Position in Advanced Energy Industries, Inc. $AEIS

Channing Capital Management LLC cut its stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 31.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 376,440 shares of the electronics maker’s stock after selling 172,736 shares during the period. Channing Capital Management LLC owned 1.00% of Advanced Energy Industries worth $64,048,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the company. OneDigital Investment Advisors LLC increased its stake in shares of Advanced Energy Industries by 46.5% during the third quarter. OneDigital Investment Advisors LLC now owns 2,817 shares of the electronics maker’s stock worth $479,000 after purchasing an additional 894 shares during the period. CenterBook Partners LP increased its position in Advanced Energy Industries by 30.1% during the 3rd quarter. CenterBook Partners LP now owns 27,772 shares of the electronics maker’s stock worth $4,725,000 after buying an additional 6,426 shares during the period. First National Bank of Omaha bought a new position in Advanced Energy Industries during the 3rd quarter worth $916,000. NEOS Investment Management LLC lifted its holdings in shares of Advanced Energy Industries by 21.9% during the third quarter. NEOS Investment Management LLC now owns 13,715 shares of the electronics maker’s stock worth $2,333,000 after buying an additional 2,465 shares in the last quarter. Finally, PNC Financial Services Group Inc. boosted its position in shares of Advanced Energy Industries by 9.5% in the third quarter. PNC Financial Services Group Inc. now owns 8,565 shares of the electronics maker’s stock valued at $1,457,000 after acquiring an additional 744 shares during the period. Institutional investors own 99.67% of the company’s stock.

Advanced Energy Industries Price Performance

NASDAQ AEIS opened at $331.23 on Friday. The business has a fifty day moving average price of $251.47 and a two-hundred day moving average price of $206.41. The stock has a market capitalization of $12.50 billion, a PE ratio of 86.71, a PEG ratio of 2.48 and a beta of 1.41. Advanced Energy Industries, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $334.53.

Advanced Energy Industries (NASDAQ:AEIS) last posted its quarterly earnings results 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 company had revenue of $489.40 million during the quarter, compared to analysts’ expectations of $473.12 million. Advanced Energy Industries had a return on equity of 15.72% and a net margin of 8.25%.Advanced Energy Industries’s revenue was up 17.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.30 EPS. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. As a group, sell-side analysts expect that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current year.

Advanced Energy Industries Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, March 6th. Stockholders of record on Monday, February 23rd will be paid a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date is Monday, February 23rd. Advanced Energy Industries’s dividend payout ratio (DPR) is presently 10.47%.

Analyst Ratings Changes

Several brokerages have weighed in on AEIS. Bank of America lifted their price objective on shares of Advanced Energy Industries from $260.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Wall Street Zen downgraded shares of Advanced Energy Industries from a “buy” rating to a “hold” rating in a research report on Saturday. KeyCorp boosted their price target on Advanced Energy Industries from $290.00 to $330.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. TD Cowen restated a “hold” rating on shares of Advanced Energy Industries in a research note on Wednesday, February 11th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Energy Industries in a report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $304.00.

Insider Activity at Advanced Energy Industries

In related news, Director Tina Donikowski sold 2,257 shares of the company’s stock in a transaction that occurred 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 transaction, the director directly owned 8,248 shares in the company, valued at $1,734,801.84. This represents a 21.49% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Lanesha Minnix sold 1,000 shares of the firm’s stock in a transaction that occurred on 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 sale, the director owned 4,585 shares in the company, valued at $1,451,702.70. This represents a 17.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 1.20% of the company’s stock.

Advanced Energy Industries Company 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.