Advanced Energy Industries, Inc. $AEIS is GW&K Investment Management LLC’s 5th Largest Position

GW&K Investment Management LLC reduced its position in Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 2.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 681,560 shares of the electronics maker’s stock after selling 18,220 shares during the period. Advanced Energy Industries comprises approximately 1.2% of GW&K Investment Management LLC’s holdings, making the stock its 5th biggest holding. GW&K Investment Management LLC’s holdings in Advanced Energy Industries were worth $142,700,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. LPL Financial LLC grew its stake in Advanced Energy Industries by 16.1% in the 4th quarter. LPL Financial LLC now owns 43,682 shares of the electronics maker’s stock worth $9,146,000 after acquiring an additional 6,068 shares during the period. Franklin Resources Inc. grew its stake in Advanced Energy Industries by 55.4% in the 4th quarter. Franklin Resources Inc. now owns 487,494 shares of the electronics maker’s stock worth $102,067,000 after acquiring an additional 173,836 shares during the period. O Shaughnessy Asset Management LLC grew its stake in Advanced Energy Industries by 19.8% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 7,091 shares of the electronics maker’s stock worth $1,485,000 after acquiring an additional 1,171 shares during the period. Fiera Capital Corp grew its stake in Advanced Energy Industries by 25.5% in the 4th quarter. Fiera Capital Corp now owns 54,369 shares of the electronics maker’s stock worth $11,383,000 after acquiring an additional 11,035 shares during the period. Finally, Twin Tree Management LP purchased a new stake in Advanced Energy Industries in the 4th quarter worth approximately $32,000. 99.67% of the stock is owned by hedge funds and other institutional investors.

Advanced Energy Industries Trading Up 1.8%

Shares of Advanced Energy Industries stock opened at $311.64 on Wednesday. The company has a fifty day moving average price of $343.52 and a 200 day moving average price of $291.55. Advanced Energy Industries, Inc. has a twelve month low of $122.08 and a twelve month high of $397.44. The stock has a market cap of $11.85 billion, a price-to-earnings ratio of 65.61, a price-to-earnings-growth ratio of 1.33 and a beta of 1.30.

Advanced Energy Industries (NASDAQ:AEIS) last announced its quarterly earnings results on Monday, May 4th. The electronics maker reported $2.09 earnings per share for the quarter, topping analysts’ consensus estimates of $1.97 by $0.12. Advanced Energy Industries had a net margin of 10.00% and a return on equity of 17.99%. The firm had revenue of $511.00 million during the quarter, compared to analysts’ expectations of $505.81 million. During the same period in the prior year, the company earned $1.23 EPS. The firm’s revenue was up 26.3% on a year-over-year basis. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. Analysts forecast that Advanced Energy Industries, Inc. will post 7.65 earnings per share for the current year.

Advanced Energy Industries Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Monday, May 25th were given a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Friday, May 22nd. Advanced Energy Industries’s dividend payout ratio is 8.42%.

Insider Buying and Selling

In related news, EVP Paul R. Oldham sold 4,314 shares of the company’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $315.99, for a total transaction of $1,363,180.86. Following the completion of the sale, the executive vice president directly owned 22,217 shares of the company’s stock, valued at approximately $7,020,349.83. This represents a 16.26% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Brian Shirley sold 1,234 shares of the company’s stock in a transaction on Friday, March 13th. The stock was sold at an average price of $310.19, for a total transaction of $382,774.46. Following the sale, the director directly owned 5,584 shares of the company’s stock, valued at approximately $1,732,100.96. This trade represents a 18.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 6,514 shares of company stock valued at $2,102,796. Company insiders own 1.30% of the company’s stock.

Wall Street Analysts Forecast Growth

AEIS has been the subject of several recent analyst reports. Susquehanna lifted their target price on shares of Advanced Energy Industries from $375.00 to $430.00 and gave the stock a “positive” rating in a research note on Tuesday, May 5th. Citigroup lifted their target price on shares of Advanced Energy Industries from $385.00 to $410.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Weiss Ratings cut shares of Advanced Energy Industries from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, May 29th. Needham & Company LLC boosted their price objective on shares of Advanced Energy Industries from $330.00 to $400.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Finally, Wall Street Zen raised shares of Advanced Energy Industries from a “hold” rating to a “buy” rating in a research note on Saturday, March 7th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $358.00.

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.