Atria Investments Inc Has $1.23 Million Stock Holdings in Advanced Energy Industries, Inc. $AEIS

Atria Investments Inc cut its holdings in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 7.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,287 shares of the electronics maker’s stock after selling 711 shares during the period. Atria Investments Inc’s holdings in Advanced Energy Industries were worth $1,231,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. 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 buying an additional 116 shares during the period. 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 buying an additional 94 shares during the period. Caitong International Asset Management Co. Ltd acquired a new stake in Advanced Energy Industries during the 1st quarter worth approximately $31,000. Russell Investments Group Ltd. boosted its position in 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 buying an additional 92 shares during the period. Finally, Advisors Asset Management Inc. boosted its position in Advanced Energy Industries by 47.7% during the 1st quarter. Advisors Asset Management Inc. now owns 539 shares of the electronics maker’s stock worth $51,000 after buying an additional 174 shares during the period. 99.67% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts recently commented on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of Advanced Energy Industries in a research report on Wednesday, October 8th. Benchmark boosted their price target on shares of Advanced Energy Industries from $150.00 to $225.00 and gave the stock a “buy” rating in a research report on Wednesday. Cowen restated a “hold” rating on shares of Advanced Energy Industries in a research report on Wednesday. Stifel Nicolaus boosted their price target on shares of Advanced Energy Industries from $210.00 to $230.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, Needham & Company LLC boosted their price target on shares of Advanced Energy Industries from $188.00 to $225.00 and gave the stock a “buy” rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $201.67.

Advanced Energy Industries Stock Performance

NASDAQ:AEIS opened at $225.80 on Thursday. The company has a fifty day moving average of $176.43 and a 200-day moving average of $145.72. The firm has a market capitalization of $8.52 billion, a P/E ratio of 102.17, a P/E/G ratio of 1.65 and a beta of 1.55. The company has a quick ratio of 2.97, a current ratio of 4.09 and a debt-to-equity ratio of 0.45. Advanced Energy Industries, Inc. has a twelve month low of $75.01 and a twelve month high of $232.05.

Advanced Energy Industries (NASDAQ:AEIS) last released its quarterly earnings data on Tuesday, November 4th. The electronics maker reported $1.74 earnings per share for the quarter, beating the consensus estimate of $1.47 by $0.27. The company had revenue of $463.30 million during the quarter, compared to analyst estimates of $441.54 million. Advanced Energy Industries had a net margin of 5.13% and a return on equity of 12.38%. Advanced Energy Industries’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.98 EPS. Advanced Energy Industries has set its Q4 2025 guidance at 1.500-2.000 EPS. As a group, sell-side analysts anticipate 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. Stockholders of record on Monday, November 24th will be paid a $0.10 dividend. The ex-dividend date is Monday, November 24th. This represents a $0.40 annualized dividend and a dividend yield of 0.2%. Advanced Energy Industries’s payout ratio is currently 18.10%.

Insider Buying and Selling at Advanced Energy Industries

In other news, EVP John Donaghey sold 1,000 shares of Advanced Energy Industries stock in a transaction on Wednesday, August 13th. The shares were sold at an average price of $160.73, for a total value of $160,730.00. Following the completion of the sale, the executive vice president owned 10,029 shares in the company, valued at $1,611,961.17. The trade was a 9.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 1.20% of the stock is owned by corporate insiders.

Advanced Energy Industries 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.