Hsbc Holdings PLC Makes New Investment in Advanced Energy Industries, Inc. $AEIS

Hsbc Holdings PLC acquired a new stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS) during the second quarter, Holdings Channel.com reports. The institutional investor acquired 51,656 shares of the electronics maker’s stock, valued at approximately $19,027,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in AEIS. Kemnay Advisory Services Inc. bought a new stake in shares of Advanced Energy Industries during the fourth quarter worth $25,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in Advanced Energy Industries in the second quarter valued at about $27,000. Whittier Trust Co. of Nevada Inc. bought a new position in Advanced Energy Industries in the first quarter valued at about $29,000. Twin Tree Management LP acquired a new stake in Advanced Energy Industries in the fourth quarter worth about $32,000. Finally, Danske Bank A S acquired a new stake in Advanced Energy Industries in the third quarter worth about $34,000. 99.67% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Advanced Energy Industries

In related news, COO Eduardo Bernal Acebedo sold 24,771 shares of the firm’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $315.48, for a total value of $7,814,755.08. Following the completion of the transaction, the chief operating officer owned 23,109 shares of the company’s stock, valued at approximately $7,290,427.32. This trade represents a 51.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Elizabeth Karpinski Vonne sold 908 shares of the firm’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $332.68, for a total value of $302,073.44. Following the completion of the transaction, the executive vice president owned 10,712 shares of the company’s stock, valued at $3,563,668.16. The trade was a 7.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 26,586 shares of company stock valued at $8,379,904 over the last ninety days. Company insiders own 1.30% of the company’s stock.

Wall Street Analyst Weigh In

AEIS has been the topic of a number of research reports. Zacks Research upgraded shares of Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 30th. Susquehanna lifted their price target on shares of Advanced Energy Industries from $430.00 to $535.00 and gave the stock a “positive” rating in a research report on Tuesday, June 30th. KeyCorp boosted their price target on shares of Advanced Energy Industries from $375.00 to $415.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 5th. Seaport Research Partners upgraded shares of Advanced Energy Industries from a “neutral” rating to a “buy” rating and set a $410.00 price objective on the stock in a report on Tuesday, August 4th. Finally, Bank of America raised their price objective on shares of Advanced Energy Industries from $430.00 to $450.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $409.50.

Key Headlines Impacting Advanced Energy Industries

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 Price Performance

Shares of AEIS opened at $287.09 on Friday. The stock has a market cap of $11.50 billion, a P/E 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 stock’s 50-day moving average price is $314.13 and its two-hundred day moving average price is $327.34. The company has a current ratio of 3.79, a quick ratio of 2.94 and a debt-to-equity ratio of 0.78.

Advanced Energy Industries (NASDAQ:AEIS) last released its quarterly earnings data on Monday, August 3rd. The electronics maker reported $2.74 EPS for the quarter, beating analysts’ consensus estimates of $2.21 by $0.53. Advanced Energy Industries had a net margin of 10.77% and a return on equity of 20.75%. The business had revenue of $574.10 million during the quarter, compared to analysts’ expectations of $544.41 million. During the same quarter in the prior year, the company earned $1.50 EPS. The firm’s quarterly revenue was up 30.0% on a year-over-year basis. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. On average, equities 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. Stockholders of record on Monday, August 24th will be paid a dividend of $0.10 per share. This represents a $0.40 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend is Monday, August 24th. Advanced Energy Industries’s dividend payout ratio (DPR) is currently 7.46%.

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.