Tema ETFs LLC Increases Position in Advanced Energy Industries, Inc. $AEIS

Tema ETFs LLC lifted its position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 151.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 96,621 shares of the electronics maker’s stock after purchasing an additional 58,140 shares during the period. Advanced Energy Industries comprises approximately 1.2% of Tema ETFs LLC’s portfolio, making the stock its 20th largest position. Tema ETFs LLC owned approximately 0.25% of Advanced Energy Industries worth $36,027,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new position in shares of Advanced Energy Industries in the 4th quarter valued at about $123,403,000. Fuller & Thaler Asset Management Inc. lifted its stake in Advanced Energy Industries by 1,734.1% during the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 427,674 shares of the electronics maker’s stock worth $89,542,000 after purchasing an additional 404,356 shares during the last quarter. Wellington Management Group LLP purchased a new stake in Advanced Energy Industries during the third quarter worth approximately $50,173,000. Franklin Resources Inc. boosted its holdings in Advanced Energy Industries by 55.4% in the fourth quarter. Franklin Resources Inc. now owns 487,494 shares of the electronics maker’s stock valued at $102,067,000 after purchasing an additional 173,836 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its holdings in Advanced Energy Industries by 131.4% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 286,749 shares of the electronics maker’s stock valued at $60,037,000 after purchasing an additional 162,841 shares in the last quarter. Institutional investors and hedge funds own 99.67% of the company’s stock.

Advanced Energy Industries Price Performance

Shares of NASDAQ AEIS opened at $327.59 on Wednesday. The company has a current ratio of 3.79, a quick ratio of 2.94 and a debt-to-equity ratio of 0.78. Advanced Energy Industries, Inc. has a twelve month low of $143.38 and a twelve month high of $397.44. The stock has a 50 day moving average of $321.19 and a two-hundred day moving average of $323.86. The stock has a market cap of $13.12 billion, a P/E ratio of 61.12 and a beta of 1.29.

Advanced Energy Industries (NASDAQ:AEIS) last posted its quarterly earnings data on Monday, August 3rd. The electronics maker reported $2.74 earnings per share for the quarter, beating the consensus estimate of $2.21 by $0.53. The business had revenue of $574.10 million during the quarter, compared to the consensus estimate of $544.41 million. Advanced Energy Industries had a return on equity of 20.75% and a net margin of 10.77%.The company’s revenue was up 30.0% compared to the same quarter last year. During the same period in the prior year, the company earned $1.50 earnings per share. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. On average, research analysts forecast that Advanced Energy Industries, Inc. will post 9.18 earnings per share for the current year.

Advanced Energy Industries Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Monday, August 24th will be given a dividend of $0.10 per share. This represents a $0.40 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Monday, August 24th. Advanced Energy Industries’s dividend payout ratio (DPR) is presently 7.46%.

Wall Street Analyst Weigh In

AEIS has been the topic of a number of research analyst reports. Morgan Stanley raised their price objective on shares of Advanced Energy Industries from $421.00 to $439.00 and gave the stock an “overweight” rating in a report on Tuesday, August 4th. Susquehanna upped their target price on shares of Advanced Energy Industries from $430.00 to $535.00 and gave the company a “positive” rating in a report on Tuesday, June 30th. Zacks Research raised shares of Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 30th. Robert W. Baird lifted their price target on shares of Advanced Energy Industries from $360.00 to $380.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 5th. Finally, Wells Fargo & Company raised shares of Advanced Energy Industries from an “equal weight” rating to an “overweight” rating and boosted their price target for the company from $345.00 to $465.00 in a research report on Wednesday, July 1st. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $409.50.

About Advanced Energy Industries

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.