Caprock Group LLC Makes New $337,000 Investment in Advanced Energy Industries, Inc. $AEIS

Caprock Group LLC purchased a new stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 1,980 shares of the electronics maker’s stock, valued at approximately $337,000.

Several other large investors have also recently made changes to their positions in AEIS. Norges Bank acquired a new stake in Advanced Energy Industries in the 2nd quarter valued at approximately $58,766,000. Franklin Resources Inc. purchased a new position in shares of Advanced Energy Industries during the second quarter worth $30,687,000. Tributary Capital Management LLC grew its stake in shares of Advanced Energy Industries by 92.5% in the third quarter. Tributary Capital Management LLC now owns 344,654 shares of the electronics maker’s stock valued at $58,639,000 after buying an additional 165,655 shares in 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 valued at $36,304,000 after buying an additional 122,094 shares during the period. Finally, Massachusetts Financial Services Co. MA lifted its stake in Advanced Energy Industries by 18.3% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 719,867 shares of the electronics maker’s stock worth $122,478,000 after acquiring an additional 111,467 shares in the last quarter. 99.67% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Advanced Energy Industries

In related news, Director Lanesha Minnix sold 1,000 shares of the company’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $316.62, for a total value 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Tina Donikowski sold 2,257 shares of the firm’s stock in a transaction 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 transaction, the director directly owned 8,248 shares in the company, valued at $1,734,801.84. The trade was a 21.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.20% of the stock is currently owned by corporate insiders.

Advanced Energy Industries Price Performance

Shares of AEIS opened at $321.34 on Thursday. Advanced Energy Industries, Inc. has a 1-year low of $75.01 and a 1-year high of $328.37. The stock has a market cap of $12.13 billion, a PE ratio of 84.12, a price-to-earnings-growth ratio of 2.35 and a beta of 1.41. The firm has a fifty day moving average price of $247.21 and a 200 day moving average price of $203.81.

Advanced Energy Industries (NASDAQ:AEIS) last issued its quarterly earnings data on Tuesday, February 10th. The electronics maker reported $1.94 earnings per share (EPS) for the quarter, topping the consensus estimate 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 company had revenue of $489.40 million for the quarter, compared to analyst estimates of $473.12 million. During the same quarter last year, the company posted $1.30 earnings per share. The business’s quarterly revenue was up 17.8% compared to the same quarter last year. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. As a group, equities analysts expect that Advanced Energy Industries, Inc. will post 3.66 EPS for the current fiscal year.

Advanced Energy Industries Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 6th. Shareholders of record on Monday, February 23rd will be paid 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 payout ratio is currently 10.47%.

Analyst Ratings Changes

Several equities analysts have weighed in on the company. Citigroup lifted their target price on Advanced Energy Industries from $255.00 to $330.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Wells Fargo & Company lifted their price objective on shares of Advanced Energy Industries from $225.00 to $300.00 and gave the company an “equal weight” rating in a report on Wednesday, February 11th. Needham & Company LLC increased their target price on shares of Advanced Energy Industries from $290.00 to $330.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. KeyCorp boosted their price target on shares of Advanced Energy Industries from $290.00 to $330.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Energy Industries in a research report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $304.00.

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.