Counterpoint Mutual Funds LLC Buys Shares of 1,760 Advanced Energy Industries, Inc. $AEIS

Counterpoint Mutual Funds LLC purchased a new position in Advanced Energy Industries, Inc. (NASDAQ:AEIS) during the 1st quarter, according to its most recent disclosure with the SEC. The fund purchased 1,760 shares of the electronics maker’s stock, valued at approximately $568,000.

A number of other large investors also recently modified their holdings of the business. Keybank National Association OH bought a new stake in Advanced Energy Industries in the 4th quarter valued at $644,000. Congress Asset Management Co. acquired a new stake in Advanced Energy Industries in the 4th quarter worth $47,502,000. Elevation Point Wealth Partners LLC increased its holdings in shares of Advanced Energy Industries by 595.2% during the 3rd quarter. Elevation Point Wealth Partners LLC now owns 5,068 shares of the electronics maker’s stock worth $862,000 after purchasing an additional 4,339 shares during the period. Campbell Newman Asset Management Inc. bought a new position in shares of Advanced Energy Industries during the 4th quarter worth about $1,954,000. Finally, B. Metzler seel. Sohn & Co. AG acquired a new position in shares of Advanced Energy Industries during the fourth quarter valued at about $2,607,000. 99.67% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

AEIS has been the subject of several research reports. Wells Fargo & Company upgraded shares of Advanced Energy Industries from an “equal weight” rating to an “overweight” rating and increased their target price for the company from $345.00 to $465.00 in a research note on Wednesday. KeyCorp boosted their price target on Advanced Energy Industries from $375.00 to $415.00 and gave the company an “overweight” rating in a research note 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 report on Tuesday, May 5th. Cantor Fitzgerald raised their price objective on Advanced Energy Industries from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Monday, June 29th. Finally, Weiss Ratings lowered Advanced Energy Industries from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, May 29th. Ten equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $400.45.

Insider Activity

In related news, EVP Elizabeth Karpinski Vonne sold 966 shares of the firm’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $369.40, for a total transaction of $356,840.40. Following the completion of the transaction, the executive vice president owned 11,616 shares in the company, valued at $4,290,950.40. This trade represents a 7.68% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 1.30% of the company’s stock.

Advanced Energy Industries Stock Performance

Shares of Advanced Energy Industries stock opened at $311.27 on Friday. The firm’s 50-day simple moving average is $341.89 and its 200-day simple moving average is $308.82. Advanced Energy Industries, Inc. has a twelve month low of $128.40 and a twelve month high of $397.44. The firm has a market cap of $11.84 billion, a P/E ratio of 65.53, a price-to-earnings-growth ratio of 1.34 and a beta of 1.25.

Advanced Energy Industries (NASDAQ:AEIS) last posted its quarterly earnings results on Monday, May 4th. The electronics maker reported $2.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.97 by $0.12. The firm had revenue of $511.00 million during the quarter, compared to analyst estimates of $505.81 million. Advanced Energy Industries had a net margin of 10.00% and a return on equity of 17.99%. The company’s quarterly revenue was up 26.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.23 earnings per share. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. On average, equities analysts forecast that Advanced Energy Industries, Inc. will post 7.72 earnings per share for the current fiscal year.

Advanced Energy Industries Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Monday, May 25th were issued a $0.10 dividend. The ex-dividend date of this dividend was Friday, May 22nd. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.1%. Advanced Energy Industries’s dividend payout ratio is presently 8.42%.

Advanced Energy Industries 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.