1,700 Shares in Applied Materials, Inc. $AMAT Purchased by Bedminster LLC

Bedminster LLC purchased a new position in shares of Applied Materials, Inc. (NASDAQ:AMAT) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 1,700 shares of the manufacturing equipment provider’s stock, valued at approximately $437,000. Applied Materials accounts for about 0.4% of Bedminster LLC’s portfolio, making the stock its 29th biggest holding.

Other hedge funds have also bought and sold shares of the company. Redmont Wealth Advisors LLC bought a new position in Applied Materials during the third quarter worth about $26,000. Highline Wealth Partners LLC increased its position in Applied Materials by 48.7% during the fourth quarter. Highline Wealth Partners LLC now owns 116 shares of the manufacturing equipment provider’s stock worth $30,000 after acquiring an additional 38 shares during the period. Manning & Napier Advisors LLC bought a new position in Applied Materials during the third quarter worth about $31,000. Joseph Group Capital Management bought a new position in Applied Materials during the fourth quarter worth about $31,000. Finally, Dogwood Wealth Management LLC increased its position in Applied Materials by 52.4% during the fourth quarter. Dogwood Wealth Management LLC now owns 128 shares of the manufacturing equipment provider’s stock worth $33,000 after acquiring an additional 44 shares during the period. 80.56% of the stock is owned by institutional investors.

More Applied Materials News

Here are the key news stories impacting Applied Materials this week:

• Positive Sentiment: Applied Materials reported better-than-expected Q2 results, with EPS and revenue both topping analyst forecasts, signaling healthy demand for its chip-making tools. Applied Materials (AMAT) Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: The company issued third-quarter guidance above expectations for both EPS and revenue, reinforcing confidence that AI-related spending will keep driving growth. Applied Materials sees upbeat quarterly revenue on sustained AI spending
• Positive Sentiment: Management highlighted record quarterly performance and ongoing strength in AI computing infrastructure buildout, which supports the bullish stock reaction. Applied Materials delivers record quarter and stronger-than-expected outlook
• Positive Sentiment: Recent analyst price-target increases and multiple Buy/Overweight ratings added to momentum ahead of and after earnings. Citi massively revamps Applied Materials stock price target
• Neutral Sentiment: Investors were already expecting a big move into earnings, with options markets pricing in elevated volatility around the report. Applied Materials Last-Minute Q2 Earnings Alert
• Neutral Sentiment: Analysts and media continued to frame AMAT as a key AI infrastructure beneficiary, keeping sentiment constructive without adding new company-specific news. How Applied Materials (AMAT) Is Deepening Its Role in AI Chip Manufacturing
• Negative Sentiment: Some investors remain cautious because growth in China has been slowing and export restrictions could continue to pressure demand in certain segments. Applied Materials’ Coming AI Boom Comes Under the Microscope as It Reports Earnings

Applied Materials Trading Up 0.9%

AMAT opened at $440.56 on Friday. The company’s 50 day moving average is $377.52 and its 200-day moving average is $318.62. Applied Materials, Inc. has a 1-year low of $153.47 and a 1-year high of $448.45. The company has a current ratio of 2.71, a quick ratio of 1.94 and a debt-to-equity ratio of 0.30. The company has a market cap of $349.63 billion, a P/E ratio of 45.09, a PEG ratio of 1.94 and a beta of 1.66.

Applied Materials (NASDAQ:AMAT) last posted its quarterly earnings results on Thursday, May 14th. The manufacturing equipment provider reported $2.86 earnings per share for the quarter, beating analysts’ consensus estimates of $2.68 by $0.18. Applied Materials had a net margin of 27.78% and a return on equity of 37.52%. The company had revenue of $7.91 billion for the quarter, compared to the consensus estimate of $7.68 billion. During the same period last year, the company posted $2.39 EPS. The firm’s quarterly revenue was up 11.4% compared to the same quarter last year. Applied Materials has set its Q3 2026 guidance at 3.160-3.560 EPS. Equities research analysts predict that Applied Materials, Inc. will post 11.16 earnings per share for the current fiscal year.

Applied Materials Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Thursday, May 21st. This is an increase from Applied Materials’s previous quarterly dividend of $0.46. Applied Materials’s dividend payout ratio is 18.83%.

Insider Activity

In other news, CFO Brice Hill sold 5,000 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $361.21, for a total value of $1,806,050.00. Following the sale, the chief financial officer directly owned 138,565 shares in the company, valued at approximately $50,051,063.65. This trade represents a 3.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Judy Bruner sold 2,500 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $391.71, for a total transaction of $979,275.00. Following the completion of the sale, the director owned 26,089 shares in the company, valued at approximately $10,219,322.19. The trade was a 8.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 12,003 shares of company stock worth $4,484,189. Corporate insiders own 0.30% of the company’s stock.

Analyst Ratings Changes

Several research firms have commented on AMAT. Weiss Ratings reissued a “buy (b-)” rating on shares of Applied Materials in a report on Friday, March 27th. KGI Securities raised shares of Applied Materials to an “outperform” rating and set a $425.00 target price on the stock in a report on Friday, February 13th. Jefferies Financial Group reissued a “buy” rating and issued a $510.00 target price on shares of Applied Materials in a report on Friday. Susquehanna raised their target price on shares of Applied Materials from $435.00 to $500.00 and gave the company a “positive” rating in a report on Thursday, April 9th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $450.00 target price on shares of Applied Materials in a report on Friday, February 13th. Twenty-eight analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $389.69.

Applied Materials Company Profile

Applied Materials, Inc is a U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials. Headquartered in Santa Clara, California, the company designs and sells capital equipment and related technologies that enable production of integrated circuits, display panels and materials used across the electronics supply chain.

Applied Materials’ offerings include process equipment and factory software that support critical steps in device fabrication, such as deposition, etch, implantation, inspection and metrology, as well as systems for packaging and advanced heterogeneous integration.