Congress Asset Management Co. Purchases Shares of 226,882 Advanced Energy Industries, Inc. $AEIS

Congress Asset Management Co. acquired a new stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 226,882 shares of the electronics maker’s stock, valued at approximately $47,502,000. Congress Asset Management Co. owned approximately 0.60% of Advanced Energy Industries as of its most recent filing with the SEC.

Several other institutional investors have also made changes to their positions in AEIS. SG Americas Securities LLC increased its stake in Advanced Energy Industries by 5.8% in the fourth quarter. SG Americas Securities LLC now owns 6,837 shares of the electronics maker’s stock valued at $1,431,000 after acquiring an additional 377 shares during the period. Park Place Capital Corp bought a new position in Advanced Energy Industries during the fourth quarter worth about $51,000. Wealth Enhancement Advisory Services LLC lifted its stake in Advanced Energy Industries by 2.2% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 4,464 shares of the electronics maker’s stock worth $935,000 after purchasing an additional 96 shares during the period. Cooper Financial Group acquired a new stake in Advanced Energy Industries during the fourth quarter valued at approximately $209,000. Finally, IAM Advisory LLC acquired a new stake in Advanced Energy Industries during the fourth quarter valued at approximately $1,075,000. 99.67% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Advanced Energy Industries news, EVP Paul R. Oldham sold 4,314 shares of the stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $315.99, for a total transaction of $1,363,180.86. Following the sale, the executive vice president owned 22,217 shares of the company’s stock, valued at $7,020,349.83. This represents a 16.26% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Lanesha Minnix sold 1,000 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at $1,451,702.70. The trade was a 17.91% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 57,512 shares of company stock valued at $18,210,172 in the last 90 days. 1.20% of the stock is owned by corporate insiders.

Advanced Energy Industries Trading Up 4.0%

NASDAQ:AEIS opened at $329.78 on Tuesday. The stock has a market capitalization of $12.48 billion, a P/E ratio of 86.33, a price-to-earnings-growth ratio of 2.32 and a beta of 1.35. Advanced Energy Industries, Inc. has a 1 year low of $75.01 and a 1 year high of $350.00. The firm has a 50 day moving average of $294.85 and a 200-day moving average of $231.78.

Advanced Energy Industries (NASDAQ:AEIS) last released 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. Advanced Energy Industries had a return on equity of 15.72% and a net margin of 8.25%.The business had revenue of $489.40 million for the quarter, compared to analyst estimates of $473.12 million. During the same period in the prior year, the company earned $1.30 EPS. Advanced Energy Industries’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. As a group, analysts forecast that Advanced Energy Industries, Inc. will post 3.66 EPS for the current fiscal year.

Advanced Energy Industries Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, March 6th. Stockholders of record on Monday, February 23rd were paid a $0.10 dividend. The ex-dividend date 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 (DPR) is 10.47%.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on AEIS. Zacks Research raised Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a report on Friday, February 13th. Stifel Nicolaus boosted their price target on Advanced Energy Industries from $310.00 to $325.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Bank of America upped their price target on Advanced Energy Industries from $260.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Needham & Company LLC increased their price objective 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. Finally, KeyCorp lifted their price objective on Advanced Energy Industries from $330.00 to $375.00 and gave the company an “overweight” rating in a report on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $314.00.

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.