32,931 Shares in Advanced Energy Industries, Inc. $AEIS Acquired by Man Group plc

Man Group plc bought a new position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) during the second quarter, HoldingsChannel.com reports. The firm bought 32,931 shares of the electronics maker’s stock, valued at approximately $12,279,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in AEIS. BlackRock Inc. purchased a new position in Advanced Energy Industries in the second quarter valued at $1,725,045,000. Geode Capital Management LLC increased its holdings in Advanced Energy Industries by 3.1% during the 4th quarter. Geode Capital Management LLC now owns 956,979 shares of the electronics maker’s stock worth $200,393,000 after purchasing an additional 28,549 shares during the period. Bank of America Corp DE increased its holdings in Advanced Energy Industries by 2.2% during the 2nd quarter. Bank of America Corp DE now owns 946,649 shares of the electronics maker’s stock worth $125,431,000 after purchasing an additional 20,573 shares during the period. Norges Bank acquired a new stake in Advanced Energy Industries in the 4th quarter valued at about $123,403,000. Finally, Franklin Resources Inc. boosted its stake in shares of Advanced Energy Industries by 55.4% in the 4th quarter. Franklin Resources Inc. now owns 487,494 shares of the electronics maker’s stock valued at $102,067,000 after buying an additional 173,836 shares during the period. Hedge funds and other institutional investors own 99.67% of the company’s stock.

Key Advanced Energy Industries News

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

• Positive Sentiment: Analysts raised multiple EPS forecasts. Zacks Research increased its estimates for Advanced Energy’s third-quarter 2026 EPS to $2.68 from $1.72 and its full-year 2026 forecast to $9.28 from $7.68. It also raised its FY2027 estimate to $8.52 from $7.03 and FY2028 EPS to $8.78 from $6.83, while maintaining a “Strong-Buy” rating. The revisions suggest improving expectations for the electronics maker’s earnings growth. Wall Street Analysts Predict a 54.39% Upside in Advanced Energy
• Positive Sentiment: Upside potential remains significant according to the consensus target. A Zacks report cited a consensus price target implying approximately 54.4% upside. However, the report cautioned that price targets alone have limited predictive value; upward earnings-estimate revisions are considered the more meaningful near-term catalyst.
• Neutral Sentiment: Recent operating momentum supports the bullish outlook. Advanced Energy’s latest reported quarter exceeded consensus on both earnings and revenue, with EPS of $2.74 versus an expected $2.21 and revenue of $574.1 million versus $544.4 million. Revenue grew 30% year over year, though the shares remain valued at a relatively high forward-looking multiple.
• Negative Sentiment: An executive reduced her holdings. EVP Elizabeth Karpinski Vonne sold 907 shares for approximately $263,000 at an average price of $290.05, reducing her position by 8.47%. The sale was disclosed in an SEC filing and may create modest sentiment pressure, although it represents a small portion of her remaining ownership.

Insiders Place Their Bets

In other news, COO Eduardo Bernal Acebedo sold 24,771 shares of the stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $315.48, for a total transaction of $7,814,755.08. Following the completion of the sale, the chief operating officer owned 23,109 shares in the company, valued at approximately $7,290,427.32. This represents a 51.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Elizabeth Karpinski Vonne sold 907 shares of the firm’s stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $290.05, for a total value of $263,075.35. Following the transaction, the executive vice president directly owned 9,805 shares in the company, valued at approximately $2,843,940.25. This represents a 8.47% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 26,586 shares of company stock valued at $8,379,904. 1.30% of the stock is owned by company insiders.

Advanced Energy Industries Stock Performance

Shares of AEIS stock opened at $287.09 on Friday. The stock’s 50-day moving average is $314.13 and its two-hundred day moving average is $327.34. The firm has a market cap of $11.50 billion, a price-to-earnings ratio of 53.56 and a beta of 1.29. Advanced Energy Industries, Inc. has a 1 year low of $144.09 and a 1 year high of $397.44. The company has a debt-to-equity ratio of 0.78, a quick ratio of 2.94 and a current ratio of 3.79.

Advanced Energy Industries (NASDAQ:AEIS) last posted its quarterly earnings data on Monday, August 3rd. The electronics maker reported $2.74 earnings per share for the quarter, beating the consensus estimate of $2.21 by $0.53. The business had revenue of $574.10 million during the quarter, compared to the consensus estimate of $544.41 million. Advanced Energy Industries had a return on equity of 20.75% and a net margin of 10.77%.The company’s revenue was up 30.0% compared to the same quarter last year. During the same period in the prior year, the company earned $1.50 earnings per share. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. Analysts predict that Advanced Energy Industries, Inc. will post 9.5 earnings per share for the current year.

Advanced Energy Industries Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Monday, August 24th will be paid a dividend of $0.10 per share. The ex-dividend date is Monday, August 24th. This represents a $0.40 dividend on an annualized basis and a yield of 0.1%. Advanced Energy Industries’s dividend payout ratio is currently 7.46%.

Wall Street Analyst Weigh In

Several research firms have commented on AEIS. Bank of America boosted their price target on shares of Advanced Energy Industries from $430.00 to $450.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Wall Street Zen raised shares of Advanced Energy Industries from a “hold” rating to a “buy” rating in a research report on Saturday, June 27th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Advanced Energy Industries in a research note on Tuesday, August 4th. Needham & Company LLC reissued a “buy” rating and issued a $400.00 target price on shares of Advanced Energy Industries in a report on Tuesday, August 4th. Finally, Morgan Stanley lifted their price target on Advanced Energy Industries from $421.00 to $439.00 and gave the stock an “overweight” rating in a report on Tuesday, August 4th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $409.50.

Advanced Energy Industries 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.