Drucker Wealth 3.0 LLC Has $2.03 Million Holdings in Applied Materials, Inc. $AMAT

Drucker Wealth 3.0 LLC boosted its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT) by 171.4% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,371 shares of the manufacturing equipment provider’s stock after buying an additional 6,550 shares during the period. Drucker Wealth 3.0 LLC’s holdings in Applied Materials were worth $2,026,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of AMAT. Brighton Jones LLC raised its holdings in Applied Materials by 28.0% during the 4th quarter. Brighton Jones LLC now owns 12,674 shares of the manufacturing equipment provider’s stock worth $2,061,000 after buying an additional 2,771 shares during the period. GAMMA Investing LLC increased its holdings in shares of Applied Materials by 27.5% in the 1st quarter. GAMMA Investing LLC now owns 12,571 shares of the manufacturing equipment provider’s stock valued at $1,824,000 after purchasing an additional 2,711 shares during the period. Simplicity Wealth LLC acquired a new position in shares of Applied Materials in the 1st quarter valued at about $351,000. Integrated Advisors Network LLC increased its holdings in shares of Applied Materials by 37.2% in the 1st quarter. Integrated Advisors Network LLC now owns 10,385 shares of the manufacturing equipment provider’s stock valued at $1,507,000 after purchasing an additional 2,814 shares during the period. Finally, Focus Financial Network Inc. increased its holdings in shares of Applied Materials by 10.2% in the 1st quarter. Focus Financial Network Inc. now owns 3,539 shares of the manufacturing equipment provider’s stock valued at $514,000 after purchasing an additional 327 shares during the period. Institutional investors and hedge funds own 80.56% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the company. Weiss Ratings reiterated a “hold (c)” rating on shares of Applied Materials in a report on Wednesday. Cfra Research upgraded Applied Materials to a “hold” rating in a report on Friday, August 15th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $225.00 target price on shares of Applied Materials in a report on Friday, October 3rd. Redburn Atlantic downgraded Applied Materials from a “strong-buy” rating to a “hold” rating and dropped their target price for the company from $225.00 to $200.00 in a report on Monday, July 7th. Finally, UBS Group dropped their target price on Applied Materials from $185.00 to $180.00 and set a “neutral” rating on the stock in a report on Friday, August 15th. Seventeen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Applied Materials presently has an average rating of “Moderate Buy” and a consensus price target of $200.50.

Applied Materials Trading Down 4.7%

NASDAQ:AMAT opened at $209.95 on Friday. The stock’s 50 day moving average price is $182.60 and its 200 day moving average price is $171.47. Applied Materials, Inc. has a 52 week low of $123.74 and a 52 week high of $226.49. The company has a market capitalization of $167.25 billion, a P/E ratio of 25.02, a P/E/G ratio of 2.89 and a beta of 1.82. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.76 and a current ratio of 2.50.

Applied Materials (NASDAQ:AMAT) last released its quarterly earnings data on Thursday, August 14th. The manufacturing equipment provider reported $2.48 EPS for the quarter, topping analysts’ consensus estimates 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 the consensus estimate of $7.21 billion. During the same quarter in the prior year, the company posted $2.12 earnings per share. The firm’s revenue was up 7.7% on a year-over-year basis. Applied Materials has set its Q4 2025 guidance at 1.910-2.310 EPS. On average, research analysts forecast that Applied Materials, Inc. will post 9.38 EPS for the current fiscal year.

Applied Materials Announces Dividend

The business 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. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $1.84 dividend on an annualized basis and a yield of 0.9%. Applied Materials’s dividend payout ratio is presently 21.93%.

Applied Materials Company Profile

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.