Castleark Management LLC Boosts Stock Position in Advanced Energy Industries, Inc. $AEIS

Castleark Management LLC boosted its holdings in Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 3.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 49,133 shares of the electronics maker’s stock after purchasing an additional 1,420 shares during the period. Castleark Management LLC owned about 0.13% of Advanced Energy Industries worth $10,287,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of AEIS. Bayforest Capital Ltd purchased a new position in Advanced Energy Industries in the fourth quarter valued at approximately $29,000. Twin Tree Management LP purchased a new position in shares of Advanced Energy Industries during the 4th quarter valued at $32,000. Danske Bank A S purchased a new position in shares of Advanced Energy Industries during the 3rd quarter valued at $34,000. Measured Wealth Private Client Group LLC purchased a new position in shares of Advanced Energy Industries during the 3rd quarter valued at $36,000. Finally, Cullen Frost Bankers Inc. lifted its position in shares of Advanced Energy Industries by 40.6% during the 4th quarter. Cullen Frost Bankers Inc. now owns 194 shares of the electronics maker’s stock valued at $41,000 after buying an additional 56 shares during the last quarter. Hedge funds and other institutional investors own 99.67% of the company’s stock.

Insider Transactions at Advanced Energy Industries

In other Advanced Energy Industries news, EVP Paul R. Oldham sold 4,314 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The stock was 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 in the company, valued at $7,020,349.83. This trade represents a 16.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Elizabeth Karpinski Vonne sold 966 shares of the firm’s stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $369.40, for a total value of $356,840.40. Following the sale, the executive vice president owned 11,616 shares in the company, valued at $4,290,950.40. The trade was a 7.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.30% of the company’s stock.

Advanced Energy Industries Stock Up 4.1%

NASDAQ:AEIS opened at $354.37 on Friday. The business’s 50-day moving average price is $344.50 and its two-hundred day moving average price is $293.83. Advanced Energy Industries, Inc. has a twelve month low of $122.08 and a twelve month high of $397.44. The stock has a market cap of $13.48 billion, a P/E ratio of 74.60, a PEG ratio of 1.48 and a beta of 1.30.

Advanced Energy Industries (NASDAQ:AEIS) last released its quarterly earnings results on Monday, May 4th. The electronics maker reported $2.09 earnings per share for the quarter, beating the consensus estimate of $1.97 by $0.12. Advanced Energy Industries had a return on equity of 17.99% and a net margin of 10.00%.The firm had revenue of $511.00 million for the quarter, compared to analysts’ expectations of $505.81 million. During the same quarter last year, the firm posted $1.23 EPS. The company’s revenue was up 26.3% compared to the same quarter last year. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. On average, equities research analysts expect that Advanced Energy Industries, Inc. will post 7.65 EPS for the current fiscal year.

Advanced Energy Industries Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Monday, May 25th were given a dividend of $0.10 per share. The ex-dividend date was Friday, May 22nd. This represents a $0.40 dividend on an annualized basis and a yield of 0.1%. Advanced Energy Industries’s dividend payout ratio (DPR) is presently 8.42%.

Analysts Set New Price Targets

A number of research analysts have recently commented on AEIS shares. Robert W. Baird upped their price target on Advanced Energy Industries from $360.00 to $380.00 and gave the company an “outperform” rating in a research report on Tuesday, May 5th. Needham & Company LLC upped their price target on Advanced Energy Industries from $330.00 to $400.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. TD Cowen upped their price target on Advanced Energy Industries from $300.00 to $350.00 and gave the company a “hold” rating in a research report on Tuesday, May 5th. Wall Street Zen cut Advanced Energy Industries from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, KeyCorp upped their price target on Advanced Energy Industries from $375.00 to $415.00 and gave the company an “overweight” rating in a research report on Tuesday, May 5th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $361.82.

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.