Troluce Capital Advisors LLC Makes New Investment in Advanced Energy Industries, Inc. $AEIS

Troluce Capital Advisors LLC purchased a new position in Advanced Energy Industries, Inc. (NASDAQ:AEIS) in the second quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 65,000 shares of the electronics maker’s stock, valued at approximately $24,237,000. Advanced Energy Industries accounts for 2.5% of Troluce Capital Advisors LLC’s portfolio, making the stock its 5th largest holding.

Other institutional investors and hedge funds have also made changes to their positions in the company. HB Wealth Management LLC increased its stake in shares of Advanced Energy Industries by 67.0% during the second quarter. HB Wealth Management LLC now owns 1,558 shares of the electronics maker’s stock valued at $581,000 after acquiring an additional 625 shares during the period. AlphaGrep UK Ltd acquired a new stake in Advanced Energy Industries in the second quarter worth approximately $303,000. TD Waterhouse Canada Inc. lifted its position in Advanced Energy Industries by 21.7% in the second quarter. TD Waterhouse Canada Inc. now owns 39,420 shares of the electronics maker’s stock worth $14,052,000 after purchasing an additional 7,041 shares during the period. Concurrent Investment Advisors LLC bought a new position in Advanced Energy Industries during the 2nd quarter valued at $219,000. Finally, Nykredit A S acquired a new position in shares of Advanced Energy Industries during the 2nd quarter valued at $454,000. 99.67% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

AEIS has been the subject of several research analyst reports. Seaport Research Partners upgraded Advanced Energy Industries from a “neutral” rating to a “buy” rating and set a $410.00 price objective for the company in a report on Tuesday, August 4th. Wall Street Zen upgraded shares of Advanced Energy Industries from a “hold” rating to a “buy” rating in a research report on Saturday, June 27th. TD Cowen lifted their price objective on shares of Advanced Energy Industries from $350.00 to $370.00 and gave the stock a “hold” rating in a research note on Tuesday, August 4th. Wells Fargo & Company upgraded shares of Advanced Energy Industries from an “equal weight” rating to an “overweight” rating and boosted their target price for the stock from $345.00 to $465.00 in a report on Wednesday, July 1st. Finally, Morgan Stanley increased their target price on shares of Advanced Energy Industries from $421.00 to $439.00 and gave the company an “overweight” rating in a research note on Tuesday, August 4th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, Advanced Energy Industries presently has an average rating of “Moderate Buy” and an average price target of $409.50.

Insider Activity at Advanced Energy Industries

In other news, EVP Elizabeth Vonne sold 907 shares of the business’s stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $290.05, for a total transaction of $263,075.35. Following the sale, the executive vice president directly owned 9,805 shares in the company, valued at approximately $2,843,940.25. The trade was a 8.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, COO Eduardo Acebedo sold 24,771 shares of the company’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $315.48, for a total value of $7,814,755.08. Following the completion of the transaction, the chief operating officer owned 23,109 shares of the company’s stock, valued at $7,290,427.32. The trade was a 51.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 26,586 shares of company stock worth $8,379,904 in the last three months. 1.30% of the stock is owned by insiders.

Advanced Energy Industries Stock Performance

NASDAQ:AEIS opened at $280.90 on Friday. The firm’s 50-day moving average is $302.75 and its 200-day moving average is $326.07. Advanced Energy Industries, Inc. has a 52-week low of $150.08 and a 52-week high of $397.44. The company has a debt-to-equity ratio of 0.78, a quick ratio of 2.94 and a current ratio of 3.79. The company has a market cap of $11.25 billion, a price-to-earnings ratio of 52.41 and a beta of 1.31.

Advanced Energy Industries (NASDAQ:AEIS) last released its earnings results 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. Advanced Energy Industries had a net margin of 10.77% and a return on equity of 20.75%. The business had revenue of $574.10 million during the quarter, compared to analysts’ expectations of $544.41 million. During the same quarter last year, the company earned $1.50 earnings per share. The firm’s revenue was up 30.0% on a year-over-year basis. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. Equities research analysts anticipate that Advanced Energy Industries, Inc. will post 9.5 earnings per share for the current year.

Advanced Energy Industries Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Monday, August 24th were given a $0.10 dividend. The ex-dividend date was Monday, August 24th. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.1%. Advanced Energy Industries’s dividend payout ratio (DPR) is currently 7.46%.

Advanced Energy Industries 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.