Ellevest Inc. Sells 296 Shares of Advanced Energy Industries, Inc. $AEIS

Ellevest Inc. lowered its position in Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 11.8% in the second quarter, Holdings Channel.com reports. The fund owned 2,221 shares of the electronics maker’s stock after selling 296 shares during the period. Ellevest Inc.’s holdings in Advanced Energy Industries were worth $294,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd bought a new stake in shares of Advanced Energy Industries during the first quarter valued at approximately $31,000. Bessemer Group Inc. boosted its stake in Advanced Energy Industries by 98.3% during the second quarter. Bessemer Group Inc. now owns 234 shares of the electronics maker’s stock worth $31,000 after buying an additional 116 shares in the last quarter. UMB Bank n.a. increased its holdings in Advanced Energy Industries by 42.9% in the 2nd quarter. UMB Bank n.a. now owns 313 shares of the electronics maker’s stock valued at $41,000 after buying an additional 94 shares during the period. Russell Investments Group Ltd. raised its stake in shares of Advanced Energy Industries by 26.0% in the 1st quarter. Russell Investments Group Ltd. now owns 446 shares of the electronics maker’s stock valued at $43,000 after buying an additional 92 shares in the last quarter. Finally, Advisors Asset Management Inc. raised its stake in shares of Advanced Energy Industries by 47.7% in the 1st quarter. Advisors Asset Management Inc. now owns 539 shares of the electronics maker’s stock valued at $51,000 after buying an additional 174 shares in the last quarter. Institutional investors and hedge funds own 99.67% of the company’s stock.

Advanced Energy Industries Stock Down 2.9%

NASDAQ AEIS opened at $219.20 on Friday. The stock’s 50 day simple moving average is $177.70 and its 200 day simple moving average is $146.23. Advanced Energy Industries, Inc. has a one year low of $75.01 and a one year high of $232.05. The firm has a market cap of $8.27 billion, a PE ratio of 99.19, a price-to-earnings-growth ratio of 1.65 and a beta of 1.60. The company has a debt-to-equity ratio of 0.45, a current ratio of 4.09 and a quick ratio of 2.97.

Advanced Energy Industries (NASDAQ:AEIS) last posted its quarterly earnings data on Tuesday, November 4th. The electronics maker reported $1.74 EPS for the quarter, topping analysts’ consensus estimates of $1.47 by $0.27. The company had revenue of $463.30 million for the quarter, compared to analyst estimates of $441.54 million. Advanced Energy Industries had a return on equity of 12.38% and a net margin of 5.13%.The business’s revenue was up 23.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.98 earnings per share. Advanced Energy Industries has set its Q4 2025 guidance at 1.500-2.000 EPS. As a group, sell-side analysts forecast that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current fiscal year.

Advanced Energy Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, December 5th. Shareholders of record on Monday, November 24th will be issued a dividend of $0.10 per share. The ex-dividend date of this dividend is Monday, November 24th. This represents a $0.40 dividend on an annualized basis and a yield of 0.2%. Advanced Energy Industries’s dividend payout ratio is currently 10.50%.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. TD Cowen upped their target price on shares of Advanced Energy Industries from $140.00 to $210.00 and gave the company a “hold” rating in a research note on Wednesday. KeyCorp upped their price objective on Advanced Energy Industries from $195.00 to $240.00 and gave the company an “overweight” rating in a research note on Wednesday. Wall Street Zen raised Advanced Energy Industries from a “buy” rating to a “strong-buy” rating in a report on Saturday, August 9th. Wells Fargo & Company boosted their price target on Advanced Energy Industries from $175.00 to $215.00 and gave the company an “equal weight” rating in a research note on Wednesday. Finally, Zacks Research upgraded Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, September 10th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $200.50.

Insiders Place Their Bets

In other Advanced Energy Industries news, EVP John Donaghey sold 1,000 shares of the business’s stock in a transaction dated Wednesday, August 13th. The shares were sold at an average price of $160.73, for a total value of $160,730.00. Following the completion of the transaction, the executive vice president directly owned 10,029 shares of the company’s stock, valued at approximately $1,611,961.17. The trade was a 9.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 1.20% of the company’s stock.

Advanced Energy Industries Profile

Advanced Energy Industries, Inc provides precision power conversion, measurement, and control solutions in the United States and internationally. The company's plasma power products offer solutions to enable innovation for semiconductor and thin film plasma processes, such as dry etch and deposition.