Advanced Energy Industries, Inc. $AEIS Shares Acquired by Orion Porfolio Solutions LLC

Orion Porfolio Solutions LLC lifted its stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 62.2% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 8,884 shares of the electronics maker’s stock after buying an additional 3,406 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in Advanced Energy Industries were worth $1,177,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Maryland State Retirement & Pension System grew its position in Advanced Energy Industries by 0.7% in the second quarter. Maryland State Retirement & Pension System now owns 11,066 shares of the electronics maker’s stock valued at $1,466,000 after acquiring an additional 72 shares in the last quarter. Russell Investments Group Ltd. boosted its stake in shares of Advanced Energy Industries by 26.0% in the first quarter. Russell Investments Group Ltd. now owns 446 shares of the electronics maker’s stock valued at $43,000 after purchasing an additional 92 shares during the period. UMB Bank n.a. grew its holdings in Advanced Energy Industries by 42.9% during the 2nd quarter. UMB Bank n.a. now owns 313 shares of the electronics maker’s stock valued at $41,000 after purchasing an additional 94 shares in the last quarter. Huntington National Bank increased its stake in Advanced Energy Industries by 26.8% during the 2nd quarter. Huntington National Bank now owns 473 shares of the electronics maker’s stock worth $63,000 after buying an additional 100 shares during the period. Finally, Bessemer Group Inc. increased its stake in Advanced Energy Industries by 98.3% during the 2nd quarter. Bessemer Group Inc. now owns 234 shares of the electronics maker’s stock worth $31,000 after buying an additional 116 shares during the period. 99.67% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

AEIS has been the subject of a number of analyst reports. Wall Street Zen cut shares of Advanced Energy Industries from a “strong-buy” rating to a “buy” rating in a research report on Monday, November 24th. Stifel Nicolaus boosted their price target on Advanced Energy Industries from $210.00 to $230.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Wells Fargo & Company increased their price target on Advanced Energy Industries from $175.00 to $215.00 and gave the company an “equal weight” rating in a report on Wednesday, November 5th. Susquehanna restated a “neutral” rating and set a $190.00 price objective on shares of Advanced Energy Industries in a report on Thursday, November 6th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Energy Industries in a research report on Monday, December 15th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $220.00.

Insider Transactions at Advanced Energy Industries

In related news, EVP Paul R. Oldham sold 8,174 shares of the stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $203.11, for a total transaction of $1,660,221.14. Following the sale, the executive vice president owned 24,792 shares in the company, valued at $5,035,503.12. This represents a 24.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Tina Donikowski sold 2,257 shares of the firm’s stock in a transaction dated Thursday, December 4th. The stock was 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. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.20% of the company’s stock.

Advanced Energy Industries Stock Up 0.8%

Shares of Advanced Energy Industries stock opened at $217.76 on Tuesday. The business has a 50-day moving average price of $207.16 and a 200 day moving average price of $169.36. Advanced Energy Industries, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $232.05. The firm has a market cap of $8.22 billion, a P/E ratio of 57.16, a P/E/G ratio of 1.29 and a beta of 1.38. The company has a quick ratio of 3.01, a current ratio of 4.10 and a debt-to-equity ratio of 0.43.

Advanced Energy Industries (NASDAQ:AEIS) last issued its earnings results on Tuesday, November 4th. The electronics maker reported $1.74 EPS for the quarter, topping the consensus estimate of $1.47 by $0.27. The company had revenue of $463.30 million during the quarter, compared to analyst estimates of $441.54 million. Advanced Energy Industries had a return on equity of 14.27% and a net margin of 8.41%.The business’s revenue was up 23.8% on a year-over-year basis. During the same quarter last year, the firm earned $0.98 EPS. Advanced Energy Industries has set its Q4 2025 guidance at 1.500-2.000 EPS. On average, sell-side analysts forecast that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current fiscal year.

Advanced Energy Industries Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, December 5th. Shareholders of record on Monday, November 24th were issued a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend was Monday, November 24th. Advanced Energy Industries’s dividend payout ratio is 10.50%.

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.