Cvfg LLC Buys Shares of 9,140 Advanced Energy Industries, Inc. $AEIS

Cvfg LLC purchased a new stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 9,140 shares of the electronics maker’s stock, valued at approximately $2,950,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Whittier Trust Co. of Nevada Inc. bought a new position in shares of Advanced Energy Industries during the first quarter valued at $29,000. Root Financial Partners LLC increased its holdings in Advanced Energy Industries by 33.3% in the first quarter. Root Financial Partners LLC now owns 108 shares of the electronics maker’s stock valued at $35,000 after purchasing an additional 27 shares during the period. Kemnay Advisory Services Inc. acquired a new stake in Advanced Energy Industries in the fourth quarter valued at $25,000. GHP Investment Advisors Inc. bought a new position in Advanced Energy Industries during the 1st quarter worth $40,000. Finally, Bayforest Capital Ltd acquired a new position in Advanced Energy Industries during the 4th quarter worth about $29,000. 99.67% of the stock is currently owned by institutional investors.

Advanced Energy Industries Stock Down 7.4%

Shares of AEIS stock opened at $287.73 on Wednesday. The firm has a 50 day moving average of $338.47 and a 200-day moving average of $310.73. The company has a market cap of $10.94 billion, a price-to-earnings ratio of 60.57, a price-to-earnings-growth ratio of 1.34 and a beta of 1.25. Advanced Energy Industries, Inc. has a 52 week low of $128.40 and a 52 week high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS) last issued its 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 business had revenue of $511.00 million for 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%. Advanced Energy Industries’s revenue was up 26.3% on a year-over-year basis. During the same period in the prior year, the firm earned $1.23 earnings per share. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. Analysts anticipate that Advanced Energy Industries, Inc. will post 7.72 earnings per share for the current year.

Advanced Energy Industries Dividend Announcement

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

Insider Activity at Advanced Energy Industries

In other news, EVP Elizabeth Karpinski Vonne sold 966 shares of the company’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 transaction, the executive vice president directly owned 11,616 shares of the company’s stock, valued at $4,290,950.40. This represents a 7.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 1.30% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the company. Citigroup increased their price target on Advanced Energy Industries from $385.00 to $410.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Needham & Company LLC upped their target price on Advanced Energy Industries from $330.00 to $400.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Zacks Research downgraded shares of Advanced Energy Industries from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, June 30th. Wall Street Zen upgraded shares of Advanced Energy Industries from a “hold” rating to a “buy” rating in a research report on Saturday, June 27th. Finally, KeyCorp increased their price objective on shares of Advanced Energy Industries from $375.00 to $415.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 5th. Ten research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $400.45.

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.