Segall Bryant & Hamill LLC Trims Holdings in Advanced Energy Industries, Inc. $AEIS

Segall Bryant & Hamill LLC lowered its stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 51.2% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 77,539 shares of the electronics maker’s stock after selling 81,496 shares during the period. Segall Bryant & Hamill LLC’s holdings in Advanced Energy Industries were worth $25,023,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Keybank National Association OH purchased a new stake in shares of Advanced Energy Industries in the 4th quarter valued at $644,000. Campbell Newman Asset Management Inc. purchased a new position in Advanced Energy Industries during the 4th quarter valued at about $1,954,000. B. Metzler seel. Sohn & Co. AG purchased a new position in Advanced Energy Industries during the 4th quarter valued at about $2,607,000. Wolverine Asset Management LLC purchased a new position in Advanced Energy Industries during the 4th quarter valued at about $1,107,000. Finally, Comerica Bank grew its position in Advanced Energy Industries by 46.9% in the 4th quarter. Comerica Bank now owns 19,938 shares of the electronics maker’s stock valued at $4,174,000 after acquiring an additional 6,361 shares in the last quarter. 99.67% of the stock is currently owned by hedge funds and other institutional investors.

Advanced Energy Industries Stock Performance

AEIS stock opened at $289.52 on Friday. The company’s 50 day moving average price is $320.41 and its 200 day moving average price is $319.68. The firm has a market capitalization of $11.01 billion, a price-to-earnings ratio of 60.95, a PEG ratio of 1.14 and a beta of 1.25. Advanced Energy Industries, Inc. has a fifty-two week low of $128.40 and a fifty-two week high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS) last issued its quarterly earnings results on Monday, May 4th. The electronics maker reported $2.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.97 by $0.12. Advanced Energy Industries had a net margin of 10.00% and a return on equity of 17.99%. The company had revenue of $511.00 million during the quarter, compared to the consensus estimate of $505.81 million. During the same quarter in the previous year, the firm earned $1.23 earnings per share. The firm’s quarterly revenue was up 26.3% on a year-over-year basis. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. Equities analysts forecast that Advanced Energy Industries, Inc. will post 7.96 EPS for the current fiscal year.

Advanced Energy Industries Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Monday, May 25th were issued a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Friday, May 22nd. Advanced Energy Industries’s dividend payout ratio (DPR) is presently 8.42%.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the stock. Citigroup boosted their price target on shares of Advanced Energy Industries from $410.00 to $435.00 and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. Cantor Fitzgerald raised their price objective on shares of Advanced Energy Industries from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Monday, June 29th. Needham & Company LLC lifted their price objective on shares of Advanced Energy Industries from $330.00 to $400.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Weiss Ratings downgraded shares of Advanced Energy Industries from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, May 29th. Finally, TD Cowen increased their target price on shares of Advanced Energy Industries from $300.00 to $350.00 and gave the stock a “hold” rating in a report on Tuesday, May 5th. Eleven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $404.25.

Key Stories Impacting Advanced Energy Industries

Here are the key news stories impacting Advanced Energy Industries this week:

• Positive Sentiment: AI and semiconductor optimism: Advanced Energy’s data-center computing revenue more than doubled year over year in the first quarter, while management said demand was strengthening across its markets. New power products designed for next-generation AI data centers are adding to the growth narrative. Advanced Energy Industries Gains on Semi and AI Data Center Optimism Ahead of Earnings
• Positive Sentiment: Raised longer-term estimates: Zacks Research increased its forecasts for Advanced Energy’s second-quarter 2027 EPS to $1.61 from $1.53, fourth-quarter 2027 EPS to $2.19 from $2.05, and full-year 2027 EPS to $7.03 from $6.81. Zacks Research estimate revisions
• Positive Sentiment: Favorable earnings setup: First-quarter revenue rose 26.3% year over year to $511 million, beating expectations, and non-GAAP gross margin exceeded 40%. Management’s second-quarter revenue outlook of approximately $540 million, plus or minus $20 million, is supporting investor positioning before the report. AEIS Set to Report Q2 Earnings
• Neutral Sentiment: Analyst outlook remains mixed: Recent price targets have a median of $405, well above the current trading level, but Zacks Research maintains a “Hold” rating. This leaves the August 3 earnings report as the key near-term catalyst.
• Negative Sentiment: Insider selling and execution risks: Insiders reportedly made 30 open-market sales and no purchases over the past six months. In addition, supply-chain constraints and cost pressures could limit the benefit of stronger demand if quarterly results or guidance disappoint.

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.