Compass Wealth Management LLC Has $10.58 Million Stake in Applied Materials, Inc. $AMAT

Compass Wealth Management LLC lessened its holdings in Applied Materials, Inc. (NASDAQ:AMAT) by 3.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 41,171 shares of the manufacturing equipment provider’s stock after selling 1,625 shares during the quarter. Applied Materials accounts for 2.6% of Compass Wealth Management LLC’s investment portfolio, making the stock its 9th largest position. Compass Wealth Management LLC’s holdings in Applied Materials were worth $10,581,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Highline Wealth Partners LLC grew its stake in Applied Materials by 48.7% in the 4th quarter. Highline Wealth Partners LLC now owns 116 shares of the manufacturing equipment provider’s stock valued at $30,000 after purchasing an additional 38 shares during the period. Joseph Group Capital Management bought a new position in Applied Materials in the 4th quarter valued at $31,000. Redmont Wealth Advisors LLC bought a new position in Applied Materials in the 3rd quarter valued at $26,000. Dogwood Wealth Management LLC grew its stake in Applied Materials by 52.4% in the 4th quarter. Dogwood Wealth Management LLC now owns 128 shares of the manufacturing equipment provider’s stock valued at $33,000 after purchasing an additional 44 shares during the period. Finally, IMG Wealth Management Inc. grew its stake in Applied Materials by 147.2% in the 4th quarter. IMG Wealth Management Inc. now owns 131 shares of the manufacturing equipment provider’s stock valued at $34,000 after purchasing an additional 78 shares during the period. Institutional investors own 80.56% of the company’s stock.

Insider Buying and Selling

In other Applied Materials news, insider Prabu G. Raja sold 50,000 shares of the firm’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $505.28, for a total value of $25,264,000.00. Following the completion of the transaction, the insider owned 356,642 shares in the company, valued at $180,204,069.76. This trade represents a 12.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Adam Sanders sold 268 shares of the firm’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $434.22, for a total value of $116,370.96. Following the completion of the transaction, the chief accounting officer owned 4,280 shares of the company’s stock, valued at approximately $1,858,461.60. This represents a 5.89% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 53,896 shares of company stock worth $27,135,121 in the last 90 days. 0.30% of the stock is owned by company insiders.

Key Stories Impacting Applied Materials

Here are the key news stories impacting Applied Materials this week:

• Positive Sentiment: Applied Materials received a new Street-high price target from a top Wall Street analyst, reinforcing the view that the stock can still move higher. Applied Materials Stock (AMAT) Scores a New Street-High Price Target from a Top Wall Street Analyst
• Positive Sentiment: The company expanded its Singapore manufacturing and R&D footprint with a $500 million Tampines Campus to support rising AI-chip demand, which highlights long-term growth opportunities in semiconductor equipment. Applied Materials Expands Singapore Manufacturing to Support AI Chip Demand
• Positive Sentiment: Cantor also raised price targets across chip-equipment peers, including Applied Materials, adding to the bullish analyst backdrop for the group. KLA Corp., Lam Research, Applied Materials, ASML in focus as Cantor ups price targets
• Neutral Sentiment: Applied Materials announced a quarterly cash dividend of $0.53 per share, signaling strong capital returns, though the move is usually more supportive than immediately price-driving. Applied Materials Announces Cash Dividend
• Negative Sentiment: Some coverage noted the stock slipping in pre-market trading despite the expansion news, suggesting investors are weighing the capital spending against the long-term AI demand story. AMAT Stock Falls despite Capacity Expansion as AI Fuels Demand for Chipmaking Gears

Applied Materials Trading Down 0.4%

Shares of AMAT opened at $497.01 on Thursday. The business has a 50-day moving average of $418.73 and a 200 day moving average of $348.79. Applied Materials, Inc. has a fifty-two week low of $154.46 and a fifty-two week high of $534.44. The firm has a market cap of $394.61 billion, a P/E ratio of 46.67, a price-to-earnings-growth ratio of 1.40 and a beta of 1.67. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.80 and a current ratio of 2.51.

Applied Materials (NASDAQ:AMAT) last issued its earnings results on Thursday, May 14th. The manufacturing equipment provider reported $2.86 EPS for the quarter, topping the consensus estimate of $2.68 by $0.18. Applied Materials had a return on equity of 36.97% and a net margin of 29.31%.The business had revenue of $7.91 billion during the quarter, compared to the consensus estimate of $7.68 billion. During the same quarter last year, the company earned $2.39 EPS. The firm’s revenue was up 11.4% compared to the same quarter last year. Applied Materials has set its Q3 2026 guidance at 3.160-3.560 EPS. As a group, research analysts forecast that Applied Materials, Inc. will post 12.02 EPS for the current year.

Applied Materials Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a $0.53 dividend. The ex-dividend date is Thursday, August 20th. This represents a $2.12 annualized dividend and a yield of 0.4%. Applied Materials’s dividend payout ratio (DPR) is currently 19.91%.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the company. The Goldman Sachs Group upped their price objective on Applied Materials from $390.00 to $520.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Citigroup lifted their price objective on Applied Materials from $420.00 to $520.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. Mizuho lifted their price objective on Applied Materials from $500.00 to $540.00 and gave the stock an “outperform” rating in a report on Wednesday, May 27th. Summit Insights raised Applied Materials from a “hold” rating to a “buy” rating in a report on Friday, February 13th. Finally, KGI Securities raised Applied Materials to an “outperform” rating and set a $425.00 price objective for the company in a report on Friday, February 13th. Twenty-seven equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, Applied Materials currently has an average rating of “Moderate Buy” and an average target price of $480.13.

About Applied Materials

Applied Materials, Inc is a U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials. Headquartered in Santa Clara, California, the company designs and sells capital equipment and related technologies that enable production of integrated circuits, display panels and materials used across the electronics supply chain.

Applied Materials’ offerings include process equipment and factory software that support critical steps in device fabrication, such as deposition, etch, implantation, inspection and metrology, as well as systems for packaging and advanced heterogeneous integration.