ORG Wealth Partners LLC Grows Position in Applied Materials, Inc. $AMAT

ORG Wealth Partners LLC increased its holdings in Applied Materials, Inc. (NASDAQ:AMAT) by 987.9% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 631 shares of the manufacturing equipment provider’s stock after purchasing an additional 573 shares during the period. ORG Wealth Partners LLC’s holdings in Applied Materials were worth $116,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. Ameriprise Financial Inc. grew its holdings in Applied Materials by 23.6% during the 1st quarter. Ameriprise Financial Inc. now owns 7,860,838 shares of the manufacturing equipment provider’s stock valued at $1,140,836,000 after buying an additional 1,502,995 shares in the last quarter. Amundi grew its holdings in shares of Applied Materials by 15.8% in the first quarter. Amundi now owns 7,656,034 shares of the manufacturing equipment provider’s stock valued at $1,038,504,000 after purchasing an additional 1,046,635 shares in the last quarter. Nuveen LLC acquired a new stake in Applied Materials during the 1st quarter worth approximately $1,085,600,000. Deutsche Bank AG lifted its stake in Applied Materials by 20.7% during the first quarter. Deutsche Bank AG now owns 7,189,402 shares of the manufacturing equipment provider’s stock valued at $1,043,326,000 after purchasing an additional 1,235,097 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its position in Applied Materials by 43.6% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 5,573,673 shares of the manufacturing equipment provider’s stock worth $808,853,000 after acquiring an additional 1,691,428 shares during the last quarter. Hedge funds and other institutional investors own 80.56% of the company’s stock.

Applied Materials Trading Up 2.2%

Shares of AMAT opened at $203.92 on Friday. Applied Materials, Inc. has a 52-week low of $123.74 and a 52-week high of $215.70. The company has a market cap of $162.45 billion, a price-to-earnings ratio of 24.31, a PEG ratio of 2.91 and a beta of 1.77. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.76 and a current ratio of 2.50. The stock has a fifty day moving average price of $176.94 and a two-hundred day moving average price of $167.33.

Applied Materials (NASDAQ:AMAT) last posted its quarterly earnings data on Thursday, August 14th. The manufacturing equipment provider reported $2.48 earnings per share for the quarter, topping the consensus estimate of $2.36 by $0.12. Applied Materials had a return on equity of 40.96% and a net margin of 23.88%.The firm had revenue of $7.30 billion for the quarter, compared to analysts’ expectations of $7.21 billion. During the same quarter last year, the business earned $2.12 EPS. The company’s quarterly revenue was up 7.7% compared to the same quarter last year. Applied Materials has set its Q4 2025 guidance at 1.910-2.310 EPS. Analysts predict that Applied Materials, Inc. will post 9.38 EPS for the current fiscal year.

Applied Materials Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be given a dividend of $0.46 per share. This represents a $1.84 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, November 20th. Applied Materials’s payout ratio is 21.93%.

Analysts Set New Price Targets

A number of equities analysts have recently commented on AMAT shares. Morgan Stanley raised Applied Materials from an “equal weight” rating to an “overweight” rating and raised their price target for the stock from $172.00 to $209.00 in a report on Monday, September 22nd. Mizuho restated a “neutral” rating and issued a $175.00 price target (down from $200.00) on shares of Applied Materials in a report on Friday, September 12th. DZ Bank lowered shares of Applied Materials from a “hold” rating to a “sell” rating and set a $150.00 target price on the stock. in a research note on Friday, August 15th. Cantor Fitzgerald decreased their price objective on shares of Applied Materials from $220.00 to $200.00 and set an “overweight” rating on the stock in a report on Friday, August 15th. Finally, Cfra Research raised shares of Applied Materials to a “hold” rating in a report on Friday, August 15th. Seventeen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $194.15.

About Applied Materials

Applied Materials, Inc engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries. The company operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits.