Eagle Wealth Advisors LLC Takes $723,000 Position in Applied Materials, Inc. $AMAT

Eagle Wealth Advisors LLC purchased a new position in Applied Materials, Inc. (NASDAQ:AMAT) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 2,114 shares of the manufacturing equipment provider’s stock, valued at approximately $723,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC grew its position in shares of Applied Materials by 28.0% in the fourth 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 lifted its position in Applied Materials by 26.7% during the second quarter. Sivia Capital Partners LLC now owns 3,225 shares of the manufacturing equipment provider’s stock worth $590,000 after buying an additional 679 shares in the last quarter. Forefront Wealth Partners LLC purchased a new position in Applied Materials during the second quarter worth approximately $410,000. Schnieders Capital Management LLC. boosted its stake in Applied Materials by 30.1% during the second quarter. Schnieders Capital Management LLC. now owns 15,003 shares of the manufacturing equipment provider’s stock worth $2,747,000 after buying an additional 3,469 shares during the last quarter. Finally, Sei Investments Co. boosted its stake in Applied Materials by 59.3% during the second quarter. Sei Investments Co. now owns 422,694 shares of the manufacturing equipment provider’s stock worth $77,383,000 after buying an additional 157,426 shares during the last quarter. 80.56% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Applied Materials

In other news, SVP Timothy M. Deane sold 8,621 shares of the company’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 value of $5,092,941.96. Following the transaction, the senior vice president directly owned 134,631 shares in the company, valued at approximately $79,534,609.56. This represents a 6.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Prabu G. Raja sold 10,000 shares of the stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $633.53, for a total transaction of $6,335,300.00. Following the transaction, the insider directly owned 346,642 shares of the company’s stock, valued at $219,608,106.26. The trade was a 2.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 199,767 shares of company stock valued at $114,104,709. 0.30% of the stock is currently owned by company insiders.

More Applied Materials News

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

• Positive Sentiment: KeyBanc, Cantor Fitzgerald, and Bank of America all turned more bullish on AMAT, with multiple price-target hikes and fresh upside calls ahead of earnings, reinforcing the view that demand for chip-making equipment remains strong. Why Applied Materials Shares Are Surging Monday
• Positive Sentiment: The stock has been one of the biggest winners in the semiconductor space, with June marking its best monthly rally since 1975 as AI infrastructure spending lifted estimates and investor sentiment. Stock Of The Day: Is This The Top For Applied Materials?
• Positive Sentiment: Erste Group raised its FY2026 and FY2027 earnings estimates for Applied Materials, signaling confidence that earnings growth can continue beyond the current year. Applied Materials, Inc. (NASDAQ:AMAT)
• Neutral Sentiment: Several articles note the stock is technically very extended and “overbought,” which suggests momentum is strong but also raises the risk of a near-term pullback after the huge run-up. Stock Of The Day: Is This The Top For Applied Materials?
• Neutral Sentiment: Applied Materials was also added to the Russell Top 50 Index, which can boost visibility and passive fund ownership, though the impact is more about flows than fundamentals. Applied Materials (AMAT) Joins Russell Top 50 After Leaving Value Indexes

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. HC Wainwright set a $850.00 target price on Applied Materials in a research note on Monday. Truist Financial set a $575.00 price target on shares of Applied Materials in a research report on Thursday, May 28th. Raymond James Financial set a $650.00 price objective on shares of Applied Materials in a report on Wednesday, June 10th. Wolfe Research raised their price objective on shares of Applied Materials from $500.00 to $550.00 and gave the stock an “outperform” rating in a research report on Friday, May 15th. Finally, Stifel Nicolaus set a $530.00 target price on shares of Applied Materials in a research note on Friday, May 15th. Twenty-seven analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, Applied Materials currently has an average rating of “Moderate Buy” and a consensus target price of $553.56.

Applied Materials Stock Performance

Shares of Applied Materials stock opened at $723.00 on Wednesday. Applied Materials, Inc. has a 52 week low of $154.46 and a 52 week high of $739.67. The business’s fifty day simple moving average is $486.16 and its 200-day simple moving average is $384.29. The firm has a market cap of $574.03 billion, a PE ratio of 67.89, a price-to-earnings-growth ratio of 1.93 and a beta of 1.67. The company has a quick ratio of 1.80, a current ratio of 2.51 and a debt-to-equity ratio of 0.22.

Applied Materials (NASDAQ:AMAT) last released its quarterly earnings results on Thursday, May 14th. The manufacturing equipment provider reported $2.86 earnings per share for the quarter, topping analysts’ consensus estimates of $2.68 by $0.18. The business had revenue of $7.91 billion during the quarter, compared to analysts’ expectations of $7.68 billion. Applied Materials had a return on equity of 36.97% and a net margin of 29.31%.The company’s revenue was up 11.4% compared to the same quarter last year. During the same period in the prior year, the business posted $2.39 EPS. Applied Materials has set its Q3 2026 guidance at 3.160-3.560 EPS. Equities analysts forecast that Applied Materials, Inc. will post 12.11 earnings per share 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 dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend is Thursday, August 20th. Applied Materials’s dividend payout ratio (DPR) is 19.91%.

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.