Savvy Advisors Inc. Makes New Investment in Advanced Energy Industries, Inc. $AEIS

Savvy Advisors Inc. purchased a new stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 1,531 shares of the electronics maker’s stock, valued at approximately $203,000.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd bought a new position in shares of Advanced Energy Industries during the first quarter worth about $31,000. Bessemer Group Inc. boosted its position in Advanced Energy Industries by 98.3% during the 2nd quarter. Bessemer Group Inc. now owns 234 shares of the electronics maker’s stock worth $31,000 after acquiring an additional 116 shares during the last quarter. UMB Bank n.a. boosted its position in Advanced Energy Industries by 42.9% during the 2nd quarter. UMB Bank n.a. now owns 313 shares of the electronics maker’s stock worth $41,000 after acquiring an additional 94 shares during the last quarter. Russell Investments Group Ltd. grew its stake in shares of Advanced Energy Industries by 26.0% during the 1st quarter. Russell Investments Group Ltd. now owns 446 shares of the electronics maker’s stock worth $43,000 after acquiring an additional 92 shares in the last quarter. Finally, Advisors Asset Management Inc. raised its holdings in shares of Advanced Energy Industries by 47.7% in the first quarter. Advisors Asset Management Inc. now owns 539 shares of the electronics maker’s stock valued at $51,000 after purchasing an additional 174 shares during the last quarter. 99.67% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Advanced Energy Industries

In other news, EVP John Donaghey sold 1,000 shares of the stock in a transaction dated Wednesday, August 13th. The shares were sold at an average price of $160.73, for a total value of $160,730.00. Following the transaction, the executive vice president directly owned 10,029 shares of the company’s stock, valued at $1,611,961.17. This represents a 9.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 1.20% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

AEIS has been the subject of several recent research reports. KeyCorp increased their target price on shares of Advanced Energy Industries from $180.00 to $195.00 and gave the stock an “overweight” rating in a report on Friday, October 10th. Zacks Research raised shares of Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, September 10th. Benchmark increased their price objective on shares of Advanced Energy Industries from $130.00 to $150.00 and gave the stock a “buy” rating in a research note on Wednesday, August 6th. Wall Street Zen upgraded Advanced Energy Industries from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 9th. Finally, Needham & Company LLC upped their price objective on Advanced Energy Industries from $155.00 to $188.00 and gave the stock a “buy” rating in a research note on Monday, October 13th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Advanced Energy Industries presently has a consensus rating of “Moderate Buy” and an average price target of $160.89.

Advanced Energy Industries Price Performance

Shares of NASDAQ AEIS opened at $202.73 on Monday. The company has a quick ratio of 2.97, a current ratio of 4.09 and a debt-to-equity ratio of 0.45. The business’s 50 day moving average price is $173.12 and its two-hundred day moving average price is $143.56. The company has a market cap of $7.65 billion, a PE ratio of 91.73, a price-to-earnings-growth ratio of 1.65 and a beta of 1.55. Advanced Energy Industries, Inc. has a twelve month low of $75.01 and a twelve month high of $213.63.

Advanced Energy Industries (NASDAQ:AEIS) last issued its earnings results on Tuesday, August 5th. The electronics maker reported $1.50 EPS for the quarter, topping the consensus estimate of $1.28 by $0.22. The company had revenue of $441.50 million during the quarter, compared to the consensus estimate of $421.32 million. Advanced Energy Industries had a return on equity of 12.38% and a net margin of 5.13%.The firm’s revenue for the quarter was up 21.0% compared to the same quarter last year. During the same period in the previous year, the company posted $0.85 EPS. Advanced Energy Industries has set its Q3 2025 guidance at 1.200-1.700 EPS. On average, analysts predict that Advanced Energy Industries, Inc. will post 3.66 EPS for the current year.

Advanced Energy Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, December 5th. Shareholders of record on Monday, November 24th will be issued a $0.10 dividend. This represents a $0.40 annualized dividend and a dividend yield of 0.2%. The ex-dividend date is Monday, November 24th. Advanced Energy Industries’s payout ratio is currently 18.10%.

Advanced Energy Industries Company Profile

Advanced Energy Industries, Inc provides precision power conversion, measurement, and control solutions in the United States and internationally. The company's plasma power products offer solutions to enable innovation for semiconductor and thin film plasma processes, such as dry etch and deposition.