885 Shares in Applied Materials, Inc. $AMAT Acquired by Tudor Financial Inc.

Tudor Financial Inc. bought a new stake in Applied Materials, Inc. (NASDAQ:AMAT) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 885 shares of the manufacturing equipment provider’s stock, valued at approximately $227,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Tradition Wealth Management LLC grew its stake in shares of Applied Materials by 3.1% during the fourth quarter. Tradition Wealth Management LLC now owns 1,031 shares of the manufacturing equipment provider’s stock worth $265,000 after purchasing an additional 31 shares in the last quarter. Hoxton Planning & Management LLC lifted its holdings in Applied Materials by 1.4% during the 4th quarter. Hoxton Planning & Management LLC now owns 2,208 shares of the manufacturing equipment provider’s stock worth $567,000 after buying an additional 31 shares during the last quarter. Godsey & Gibb Inc. lifted its holdings in Applied Materials by 2.6% during the 4th quarter. Godsey & Gibb Inc. now owns 1,298 shares of the manufacturing equipment provider’s stock worth $334,000 after buying an additional 33 shares during the last quarter. Family Capital Management Inc. boosted its position in shares of Applied Materials by 0.8% during the 4th quarter. Family Capital Management Inc. now owns 4,227 shares of the manufacturing equipment provider’s stock worth $1,086,000 after acquiring an additional 33 shares in the last quarter. Finally, Denali Advisors LLC boosted its position in shares of Applied Materials by 0.7% during the 4th quarter. Denali Advisors LLC now owns 4,582 shares of the manufacturing equipment provider’s stock worth $1,178,000 after acquiring an additional 34 shares in the last quarter. Hedge funds and other institutional investors own 80.56% of the company’s stock.

Applied Materials Trading Up 2.6%

Shares of AMAT stock opened at $567.25 on Friday. The business’s 50 day moving average is $427.22 and its two-hundred day moving average is $352.62. Applied Materials, Inc. has a twelve month low of $154.46 and a twelve month high of $569.95. The company has a market capitalization of $450.37 billion, a P/E ratio of 53.26, a price-to-earnings-growth ratio of 1.54 and a beta of 1.67. The company has a current ratio of 2.51, a quick ratio of 1.80 and a debt-to-equity ratio of 0.22.

Applied Materials (NASDAQ:AMAT) last released its quarterly earnings results on Thursday, May 14th. The manufacturing equipment provider reported $2.86 EPS for the quarter, topping the consensus estimate of $2.68 by $0.18. Applied Materials had a return on equity of 36.97% and a net margin of 29.31%.The business had revenue of $7.91 billion during the quarter, compared to analysts’ expectations of $7.68 billion. During the same quarter in the prior year, the business earned $2.39 earnings per share. The company’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 analysts forecast that Applied Materials, Inc. will post 12.1 EPS for the current year.

Applied Materials Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend is Thursday, August 20th. Applied Materials’s payout ratio is currently 19.91%.

Applied Materials News Roundup

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

• Positive Sentiment: Barclays reiterated an Overweight rating on Applied Materials, saying investment in new chip supply remains strong and supporting the stock’s bullish momentum. Applied Materials and KLA Are Surging. Why You Should Buy the Stocks, Says This Analyst.
• Positive Sentiment: Erste Group Bank raised its earnings estimates for Applied Materials, lifting FY2026 EPS forecast to $12.20 and FY2027 to $16.29, while keeping a Buy rating. Applied Materials estimate revision
• Positive Sentiment: Several recent articles highlighted Applied Materials as a top momentum and AI-beneficiary stock, with commentary pointing to strong May performance, heavy hedge fund ownership, and broad analyst support. Is Applied Materials (AMAT) A Good Stock to Buy Now?
• Positive Sentiment: Investor attention is also being fueled by a recent 52-week-high move and reports of continued rotation into chip equipment stocks, reinforcing the view that AMAT remains a favored AI infrastructure name. Why Did AMAT, AMPG, OSCR Stocks Surge To 52-Week Highs Today?
• Neutral Sentiment: Other coverage today was largely repeated “great momentum stock” and “attracting investor attention” pieces, reflecting strong market interest rather than a new company-specific catalyst. Applied Materials (AMAT) is a Great Momentum Stock: Should You Buy?

Insider Activity

In other news, insider Prabu G. Raja sold 50,000 shares of Applied Materials stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $505.28, for a total value of $25,264,000.00. Following the sale, the insider owned 356,642 shares of the company’s stock, valued at $180,204,069.76. The trade was a 12.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Brice Hill sold 2,500 shares of the business’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $498.86, for a total transaction of $1,247,150.00. Following the transaction, the chief financial officer owned 136,113 shares in the company, valued at approximately $67,901,331.18. This trade represents a 1.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 53,896 shares of company stock worth $27,135,121 in the last 90 days. Corporate insiders own 0.30% of the company’s stock.

Wall Street Analysts Forecast Growth

AMAT has been the topic of several research analyst reports. Cantor Fitzgerald raised their target price on Applied Materials from $575.00 to $650.00 and gave the stock an “overweight” rating in a research report on Wednesday. Zacks Research lowered shares of Applied Materials from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 27th. JPMorgan Chase & Co. increased their price target on shares of Applied Materials from $400.00 to $515.00 and gave the company an “overweight” rating in a research note on Friday, May 15th. Barclays boosted their price objective on shares of Applied Materials from $500.00 to $590.00 and gave the stock an “overweight” rating in a research report on Thursday. Finally, TD Cowen increased their target price on shares of Applied Materials from $450.00 to $525.00 and gave the company a “buy” rating in a research report on Friday, May 15th. Twenty-seven investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $483.03.

About Applied Materials

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.