Moloney Securities Asset Management LLC Buys 3,657 Shares of Applied Materials, Inc. $AMAT

Moloney Securities Asset Management LLC grew its stake in Applied Materials, Inc. (NASDAQ:AMAT) by 176.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,735 shares of the manufacturing equipment provider’s stock after acquiring an additional 3,657 shares during the period. Moloney Securities Asset Management LLC’s holdings in Applied Materials were worth $1,050,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in the stock. Smallwood Wealth Investment Management LLC purchased a new stake in shares of Applied Materials in the 1st quarter worth approximately $29,000. Maseco LLP purchased a new stake in shares of Applied Materials in the 2nd quarter worth approximately $30,000. Clal Insurance Enterprises Holdings Ltd lifted its position in shares of Applied Materials by 435.0% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 214 shares of the manufacturing equipment provider’s stock worth $31,000 after purchasing an additional 174 shares during the period. Activest Wealth Management lifted its position in shares of Applied Materials by 5,325.0% in the 1st quarter. Activest Wealth Management now owns 217 shares of the manufacturing equipment provider’s stock worth $31,000 after purchasing an additional 213 shares during the period. Finally, Disciplina Capital Management LLC lifted its position in shares of Applied Materials by 91.5% in the 1st quarter. Disciplina Capital Management LLC now owns 272 shares of the manufacturing equipment provider’s stock worth $39,000 after purchasing an additional 130 shares during the period. 80.56% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the stock. Mizuho upped their price target on shares of Applied Materials from $175.00 to $215.00 and gave the stock a “neutral” rating in a research report on Thursday, October 16th. UBS Group lowered their price target on shares of Applied Materials from $185.00 to $180.00 and set a “neutral” rating for the company in a research report on Friday, August 15th. Wolfe Research decreased their target price on shares of Applied Materials from $230.00 to $200.00 and set an “outperform” rating for the company in a research report on Friday, August 15th. DZ Bank cut shares of Applied Materials from a “hold” rating to a “sell” rating and set a $150.00 target price for the company. in a research report on Friday, August 15th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Applied Materials in a research report on Friday. Eighteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Applied Materials has an average rating of “Moderate Buy” and a consensus target price of $209.15.

Applied Materials Trading Up 0.1%

NASDAQ AMAT opened at $228.75 on Friday. The company has a fifty day simple moving average of $191.18 and a two-hundred day simple moving average of $177.29. The stock has a market cap of $182.23 billion, a P/E ratio of 27.26, a P/E/G ratio of 2.86 and a beta of 1.82. Applied Materials, Inc. has a 12-month low of $123.74 and a 12-month high of $232.07. The company has a current ratio of 2.50, a quick ratio of 1.76 and a debt-to-equity ratio of 0.28.

Applied Materials (NASDAQ:AMAT) last released its quarterly earnings data on Thursday, August 14th. The manufacturing equipment provider reported $2.48 earnings per share for the quarter, topping analysts’ consensus estimates of $2.36 by $0.12. The firm had revenue of $7.30 billion for the quarter, compared to analyst estimates of $7.21 billion. Applied Materials had a net margin of 23.88% and a return on equity of 40.96%. The business’s quarterly revenue was up 7.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.12 earnings per share. Applied Materials has set its Q4 2025 guidance at 1.910-2.310 EPS. On average, analysts forecast that Applied Materials, Inc. will post 9.38 earnings per share for the current year.

Applied Materials Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid a $0.46 dividend. The ex-dividend date is Thursday, November 20th. This represents a $1.84 dividend on an annualized basis and a dividend yield of 0.8%. Applied Materials’s dividend payout ratio is presently 21.93%.

About Applied Materials

Applied Materials, Inc engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries. The company operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits.