Freestone Grove Partners LP Invests $32.52 Million in Advanced Energy Industries, Inc. $AEIS

Freestone Grove Partners LP acquired a new stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS) during the 2nd quarter, Holdings Channel reports. The fund acquired 87,213 shares of the electronics maker’s stock, valued at approximately $32,519,000.

Other institutional investors have also recently bought and sold shares of the company. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in shares of Advanced Energy Industries in the 2nd quarter valued at approximately $27,000. Whittier Trust Co. of Nevada Inc. acquired a new position in Advanced Energy Industries during the 1st quarter worth approximately $29,000. Root Financial Partners LLC lifted its stake in Advanced Energy Industries by 33.3% in the 1st quarter. Root Financial Partners LLC now owns 108 shares of the electronics maker’s stock valued at $35,000 after purchasing an additional 27 shares during the last quarter. Meeder Asset Management Inc. bought a new position in Advanced Energy Industries in the 2nd quarter valued at approximately $42,000. Finally, Kemnay Advisory Services Inc. acquired a new stake in Advanced Energy Industries in the fourth quarter valued at approximately $25,000. Institutional investors and hedge funds 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.

Advanced Energy Industries Stock Up 1.4%

NASDAQ:AEIS opened at $287.09 on Friday. Advanced Energy Industries, Inc. has a one year low of $144.09 and a one year high of $397.44. The company has a debt-to-equity ratio of 0.78, a current ratio of 3.79 and a quick ratio of 2.94. The company has a market cap of $11.50 billion, a PE ratio of 53.56 and a beta of 1.29. The firm’s 50 day simple moving average is $314.13 and its 200 day simple moving average is $327.34.

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

Advanced Energy Industries Dividend Announcement

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

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Bank of America boosted their target price on shares of Advanced Energy Industries from $430.00 to $450.00 and gave the stock a “buy” rating in a research note on Tuesday, June 23rd. Susquehanna increased their price target on Advanced Energy Industries from $430.00 to $535.00 and gave the company a “positive” rating in a research note on Tuesday, June 30th. TD Cowen raised their price objective on Advanced Energy Industries from $350.00 to $370.00 and gave the company a “hold” rating in a report on Tuesday, August 4th. Cantor Fitzgerald restated an “overweight” rating on shares of Advanced Energy Industries in a research report on Tuesday, August 4th. Finally, Seaport Research Partners raised Advanced Energy Industries from a “neutral” rating to a “buy” rating and set a $410.00 target price for the company in a report on Tuesday, August 4th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $409.50.

Insiders Place Their Bets

In other Advanced Energy Industries news, COO Eduardo Bernal Acebedo sold 24,771 shares of Advanced Energy Industries stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $315.48, for a total transaction of $7,814,755.08. Following the transaction, the chief operating officer directly owned 23,109 shares of the company’s stock, valued at approximately $7,290,427.32. The trade was a 51.74% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Elizabeth Karpinski Vonne sold 907 shares of the company’s stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $290.05, for a total value of $263,075.35. Following the completion of the sale, the executive vice president owned 9,805 shares in the company, valued at $2,843,940.25. This trade represents a 8.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 26,586 shares of company stock valued at $8,379,904 over the last 90 days. 1.30% of the stock is currently owned by company insiders.

About Advanced Energy Industries

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.