Green Alpha Advisors LLC Makes New $3.75 Million Investment in Advanced Energy Industries, Inc. $AEIS

Green Alpha Advisors LLC acquired a new position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 10,070 shares of the electronics maker’s stock, valued at approximately $3,755,000. Advanced Energy Industries makes up about 2.5% of Green Alpha Advisors LLC’s investment portfolio, making the stock its 9th biggest holding.

A number of other institutional investors and hedge funds have also modified their holdings of the company. BlackRock Inc. acquired a new position in shares of Advanced Energy Industries in the second quarter valued at $1,725,045,000. Norges Bank acquired a new stake in Advanced Energy Industries during the fourth quarter worth $123,403,000. Fuller & Thaler Asset Management Inc. boosted 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 buying an additional 404,356 shares in the last quarter. Wellington Management Group LLP bought a new stake in Advanced Energy Industries in the 3rd quarter valued at $50,173,000. Finally, Bank of New York Mellon Corp acquired a new position in shares of Advanced Energy Industries in the 2nd quarter valued at $95,719,000. 99.67% of the stock is currently owned by institutional investors.

Advanced Energy Industries Price Performance

Shares of AEIS stock opened at $285.83 on Friday. Advanced Energy Industries, Inc. has a 1 year low of $144.09 and a 1 year high of $397.44. The firm’s 50 day moving average is $320.67 and its 200-day moving average is $326.38. The firm has a market capitalization of $11.45 billion, a price-to-earnings ratio of 53.33 and a beta of 1.29. 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 (NASDAQ:AEIS) last issued its quarterly earnings results on Monday, August 3rd. The electronics maker reported $2.74 earnings per share for the quarter, beating analysts’ consensus estimates of $2.21 by $0.53. The business 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%. Advanced Energy Industries’s revenue for the quarter was up 30.0% compared to the same quarter last year. During the same quarter last year, the business posted $1.50 earnings per share. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. Sell-side analysts forecast that Advanced Energy Industries, Inc. will post 9.18 EPS for the current fiscal year.

Advanced Energy Industries Dividend Announcement

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

Insider Buying and Selling at Advanced Energy Industries

In other news, EVP Elizabeth Karpinski Vonne sold 908 shares of the company’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $332.68, for a total transaction of $302,073.44. Following the transaction, the executive vice president owned 10,712 shares of the company’s stock, valued at $3,563,668.16. This represents a 7.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, COO Eduardo Bernal Acebedo sold 24,771 shares of the firm’s stock in a transaction dated 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 in the company, valued at approximately $7,290,427.32. This represents a 51.74% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.30% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on AEIS. Robert W. Baird lifted their target price on shares of Advanced Energy Industries from $360.00 to $380.00 and gave the company an “outperform” rating in a research report on Tuesday, May 5th. Wall Street Zen upgraded Advanced Energy Industries from a “hold” rating to a “buy” rating in a research note on Saturday, June 27th. Seaport Research Partners raised Advanced Energy Industries from a “neutral” rating to a “buy” rating and set a $410.00 target price for the company in a report on Tuesday, August 4th. Weiss Ratings lowered Advanced Energy Industries from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, May 29th. Finally, Morgan Stanley upped their price target on Advanced Energy Industries from $421.00 to $439.00 and gave the company an “overweight” rating in a research report on Tuesday, August 4th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, Advanced Energy Industries currently has an average rating of “Moderate Buy” and an average target price of $409.50.

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.