Envestnet Asset Management Inc. Has $44.67 Million Position in Advanced Energy Industries, Inc. $AEIS

Envestnet Asset Management Inc. boosted its holdings in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 6.8% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 262,517 shares of the electronics maker’s stock after acquiring an additional 16,607 shares during the quarter. Envestnet Asset Management Inc.’s holdings in Advanced Energy Industries were worth $44,665,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in AEIS. Private Trust Co. NA increased its stake in shares of Advanced Energy Industries by 92.4% during the 3rd quarter. Private Trust Co. NA now owns 152 shares of the electronics maker’s stock worth $26,000 after purchasing an additional 73 shares during the last quarter. Farther Finance Advisors LLC boosted its holdings in Advanced Energy Industries by 203.5% in the third quarter. Farther Finance Advisors LLC now owns 173 shares of the electronics maker’s stock worth $29,000 after purchasing an additional 116 shares in the last quarter. Bessemer Group Inc. raised its holdings in Advanced Energy Industries by 98.3% during the second quarter. Bessemer Group Inc. now owns 234 shares of the electronics maker’s stock valued at $31,000 after buying an additional 116 shares in the last quarter. EverSource Wealth Advisors LLC raised its holdings in Advanced Energy Industries by 67.7% during the second quarter. EverSource Wealth Advisors LLC now owns 312 shares of the electronics maker’s stock valued at $41,000 after buying an additional 126 shares in the last quarter. Finally, Salomon & Ludwin LLC acquired a new stake in shares of Advanced Energy Industries in the third quarter worth about $46,000. 99.67% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently commented on AEIS. KeyCorp set a $290.00 price objective on Advanced Energy Industries in a report on Thursday, January 22nd. Bank of America increased their price target on Advanced Energy Industries from $260.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Citigroup boosted their price objective on shares of Advanced Energy Industries from $167.00 to $255.00 and gave the stock a “buy” rating in a research note on Wednesday, November 12th. Wells Fargo & Company upped their price objective on shares of Advanced Energy Industries from $215.00 to $225.00 and gave the stock an “equal weight” rating in a report on Thursday, January 15th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Energy Industries in a report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $259.50.

Insider Buying and Selling

In related news, EVP Paul R. Oldham sold 8,174 shares of Advanced Energy Industries stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $203.11, for a total value of $1,660,221.14. Following the completion of the transaction, the executive vice president directly owned 24,792 shares of the company’s stock, valued at $5,035,503.12. The trade was a 24.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Tina Donikowski sold 2,257 shares of the business’s stock in a transaction that occurred on 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 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 disclosure for this sale is available in the SEC filing. Insiders own 1.20% of the company’s stock.

Key Advanced Energy Industries News

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.

Advanced Energy Industries Trading Up 0.2%

Shares of AEIS opened at $279.81 on Wednesday. The stock’s 50-day moving average price is $235.73 and its 200 day moving average price is $196.91. The company has a quick ratio of 3.01, a current ratio of 4.10 and a debt-to-equity ratio of 0.43. The firm has a market capitalization of $10.56 billion, a price-to-earnings ratio of 73.44, a P/E/G ratio of 1.34 and a beta of 1.41. Advanced Energy Industries, Inc. has a 12-month low of $75.01 and a 12-month high of $283.72.

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

Advanced Energy Industries Dividend Announcement

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