Compass Wealth Management LLC Makes New Investment in Advanced Energy Industries, Inc. $AEIS

Compass Wealth Management LLC bought a new position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) during the second quarter, HoldingsChannel.com reports. The institutional investor bought 35,738 shares of the electronics maker’s stock, valued at approximately $13,326,000. Advanced Energy Industries accounts for 2.5% of Compass Wealth Management LLC’s holdings, making the stock its 7th biggest position.

Several other large investors also recently modified their holdings of the stock. Keybank National Association OH acquired a new stake in Advanced Energy Industries in the fourth quarter valued at approximately $644,000. B. Metzler seel. Sohn & Co. AG acquired a new stake in Advanced Energy Industries during the 4th quarter worth approximately $2,607,000. Wolverine Asset Management LLC bought a new stake in Advanced Energy Industries during the 4th quarter worth approximately $1,107,000. Comerica Bank grew its holdings in Advanced Energy Industries by 46.9% during the 4th quarter. Comerica Bank now owns 19,938 shares of the electronics maker’s stock worth $4,174,000 after acquiring an additional 6,361 shares during the last quarter. Finally, Reinhart Partners LLC. bought a new position in shares of Advanced Energy Industries during the second quarter valued at $3,433,000. 99.67% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts recently weighed in on AEIS shares. Morgan Stanley increased their price objective on Advanced Energy Industries from $421.00 to $439.00 and gave the company an “overweight” rating in a report on Tuesday, August 4th. Cantor Fitzgerald restated an “overweight” rating on shares of Advanced Energy Industries in a research report on Tuesday, August 4th. Wall Street Zen upgraded Advanced Energy Industries from a “hold” rating to a “buy” rating in a report on Saturday, June 27th. KeyCorp raised their price target on shares of Advanced Energy Industries from $375.00 to $415.00 and gave the stock an “overweight” rating in a report on Tuesday, May 5th. Finally, Needham & Company LLC restated a “buy” rating and issued a $400.00 price target on shares of Advanced Energy Industries in a research report on Tuesday, August 4th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $409.50.

Advanced Energy Industries Trading Down 9.8%

NASDAQ AEIS opened at $314.43 on Wednesday. Advanced Energy Industries, Inc. has a one year low of $143.38 and a one year high of $397.44. The company has a debt-to-equity ratio of 0.78, a current ratio of 3.79 and a quick ratio of 2.94. The business’s fifty day moving average is $323.27 and its 200-day moving average is $326.23. The stock has a market capitalization of $12.59 billion, a price-to-earnings ratio of 58.66 and a beta of 1.29.

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

Advanced Energy Industries Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Monday, August 24th will be paid a $0.10 dividend. The ex-dividend date of this dividend is Monday, August 24th. This represents a $0.40 annualized dividend and a yield of 0.1%. Advanced Energy Industries’s dividend payout ratio is currently 7.46%.

Advanced Energy Industries Company Profile

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.