ABN AMRO Bank N.V. Purchases 3,381 Shares of Applied Materials, Inc. $AMAT

ABN AMRO Bank N.V. increased its holdings in Applied Materials, Inc. (NASDAQ:AMAT) by 4.0% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 88,120 shares of the manufacturing equipment provider’s stock after buying an additional 3,381 shares during the period. ABN AMRO Bank N.V.’s holdings in Applied Materials were worth $30,336,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in shares of Applied Materials by 28.0% during the 4th quarter. Brighton Jones LLC now owns 12,674 shares of the manufacturing equipment provider’s stock valued at $2,061,000 after purchasing an additional 2,771 shares in the last quarter. Sivia Capital Partners LLC raised its position in shares of Applied Materials by 26.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,225 shares of the manufacturing equipment provider’s stock worth $590,000 after acquiring an additional 679 shares in the last quarter. Forefront Wealth Partners LLC purchased a new position in shares of Applied Materials in the 2nd quarter valued at approximately $410,000. Schnieders Capital Management LLC. lifted its stake in shares of Applied Materials by 30.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 15,003 shares of the manufacturing equipment provider’s stock valued at $2,747,000 after purchasing an additional 3,469 shares during the period. Finally, Sei Investments Co. boosted its position in shares of Applied Materials by 59.3% during the second quarter. Sei Investments Co. now owns 422,694 shares of the manufacturing equipment provider’s stock valued at $77,383,000 after purchasing an additional 157,426 shares in the last quarter. Institutional investors own 80.56% of the company’s stock.

Wall Street Analysts Forecast Growth

AMAT has been the subject of a number of research reports. Raymond James Financial set a $650.00 price objective on Applied Materials in a report on Wednesday, June 10th. Citigroup boosted their target price on shares of Applied Materials from $550.00 to $710.00 and gave the company a “buy” rating in a report on Wednesday, June 17th. Zacks Research downgraded shares of Applied Materials from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 27th. Morgan Stanley reiterated an “equal weight” rating and issued a $502.00 price target (up from $454.00) on shares of Applied Materials in a research note on Friday, May 15th. Finally, UBS Group lifted their price target on shares of Applied Materials from $515.00 to $570.00 and gave the company a “buy” rating in a research report on Wednesday, June 10th. Twenty-seven investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $518.19.

Applied Materials Price Performance

Shares of NASDAQ:AMAT opened at $626.84 on Friday. Applied Materials, Inc. has a 1-year low of $154.46 and a 1-year high of $669.22. The company has a debt-to-equity ratio of 0.22, a current ratio of 2.51 and a quick ratio of 1.80. The business has a fifty day moving average price of $473.54 and a 200-day moving average price of $377.36. The company has a market capitalization of $497.69 billion, a PE ratio of 58.86, a PEG ratio of 1.74 and a beta of 1.67.

Applied Materials (NASDAQ:AMAT) last announced its quarterly earnings results on Thursday, May 14th. The manufacturing equipment provider reported $2.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.68 by $0.18. Applied Materials had a net margin of 29.31% and a return on equity of 36.97%. The company had revenue of $7.91 billion for the quarter, compared to analysts’ expectations of $7.68 billion. During the same quarter in the previous year, the business posted $2.39 EPS. Applied Materials’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, equities analysts expect that Applied Materials, Inc. will post 12.1 EPS for the current fiscal year.

Applied Materials Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a $0.53 dividend. This represents a $2.12 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Thursday, August 20th. Applied Materials’s dividend payout ratio is currently 19.91%.

Insider Activity

In related news, SVP Timothy M. Deane sold 8,621 shares of the firm’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $590.76, for a total transaction of $5,092,941.96. Following the completion of the sale, the senior vice president owned 134,631 shares of the company’s stock, valued at $79,534,609.56. This trade represents a 6.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Omkaram Nalamasu sold 24,263 shares of the business’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $593.43, for a total transaction of $14,398,392.09. Following the completion of the transaction, the senior vice president owned 146,916 shares of the company’s stock, valued at approximately $87,184,361.88. The trade was a 14.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 199,767 shares of company stock valued at $114,104,709. Company insiders own 0.30% of the company’s stock.

Key Stories Impacting Applied Materials

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

• Positive Sentiment: Applied Materials introduced new systems for DRAM and advanced packaging, expanding its role in AI chip manufacturing and potentially boosting future demand. Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips
• Positive Sentiment: Analysts said AMAT’s event highlighted strong opportunities in DRAM and advanced packaging, reinforcing the company’s AI-driven growth narrative. Applied Materials’ event focuses on DRAM, and advanced packaging: analysts
• Positive Sentiment: Wall Street commentary remains constructive, with analysts still confident in Applied Materials’ strong competitive position. AMAT stock gets thumbs up from Wall Street – analysts remain confident about Applied Materials’ strong market position
• Neutral Sentiment: Some coverage suggests the stock may be looking expensive after its recent rally, which could limit near-term upside even if the long-term AI story stays intact. Applied Materials stock looks pricey—can AI demand justify the rally?
• Neutral Sentiment: One analysis noted that Applied Materials’ aggressive investment strategy may pressure cash flow in the near term, even though it supports longer-term growth. Can AMAT’s Investment Strategy Lift Future Cash Flow Growth?

Applied Materials Profile

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.