Jupiter Topco LLC Takes Position in Advanced Energy Industries, Inc. $AEIS

Jupiter Topco LLC bought a new position in Advanced Energy Industries, Inc. (NASDAQ:AEIS) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 17,122 shares of the electronics maker’s stock, valued at approximately $6,386,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Root Financial Partners LLC raised its position in Advanced Energy Industries by 33.3% during the first quarter. Root Financial Partners LLC now owns 108 shares of the electronics maker’s stock valued at $35,000 after acquiring an additional 27 shares in the last quarter. Basecamp Wealth Advisors LLC boosted its position in Advanced Energy Industries by 16.2% in the 1st quarter. Basecamp Wealth Advisors LLC now owns 222 shares of the electronics maker’s stock worth $72,000 after purchasing an additional 31 shares in the last quarter. Fifth Third Wealth Advisors LLC boosted its position in Advanced Energy Industries by 4.5% in the 1st quarter. Fifth Third Wealth Advisors LLC now owns 1,191 shares of the electronics maker’s stock worth $384,000 after purchasing an additional 51 shares in the last quarter. Cullen Frost Bankers Inc. grew its stake in shares of Advanced Energy Industries by 40.6% during the 4th quarter. Cullen Frost Bankers Inc. now owns 194 shares of the electronics maker’s stock worth $41,000 after purchasing an additional 56 shares during the period. Finally, CIBC Private Wealth Group LLC grew its stake in shares of Advanced Energy Industries by 6.8% during the 4th quarter. CIBC Private Wealth Group LLC now owns 906 shares of the electronics maker’s stock worth $190,000 after purchasing an additional 58 shares during the period. 99.67% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Advanced Energy Industries

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

Advanced Energy Industries Price Performance

Advanced Energy Industries stock opened at $272.82 on Monday. 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 stock has a market capitalization of $10.93 billion, a PE ratio of 50.90 and a beta of 1.29. The business has a 50 day simple moving average of $312.14 and a 200-day simple moving average of $327.30. Advanced Energy Industries, Inc. has a 12 month low of $144.09 and a 12 month high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS) last announced its earnings results on Monday, August 3rd. The electronics maker reported $2.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.21 by $0.53. Advanced Energy Industries had a return on equity of 20.75% and a net margin of 10.77%.The firm had revenue of $574.10 million for the quarter, compared to analyst estimates of $544.41 million. During the same quarter last year, the firm posted $1.50 EPS. The business’s 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, analysts anticipate that Advanced Energy Industries, Inc. will post 9.5 EPS for the current fiscal year.

Advanced Energy Industries Dividend Announcement

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

Wall Street Analyst Weigh In

AEIS has been the subject of several analyst reports. Cantor Fitzgerald reiterated an “overweight” rating on shares of Advanced Energy Industries in a research note on Tuesday, August 4th. Robert W. Baird raised their price target on shares of Advanced Energy Industries from $360.00 to $380.00 and gave the company an “outperform” rating in a research report on Tuesday, May 5th. Needham & Company LLC reaffirmed a “buy” rating and issued a $400.00 price objective on shares of Advanced Energy Industries in a report on Tuesday, August 4th. Bank of America upped their price objective on shares of Advanced Energy Industries from $430.00 to $450.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. Finally, TD Cowen upped their price objective on shares of Advanced Energy Industries from $350.00 to $370.00 and gave the stock a “hold” rating in a research report on Tuesday, August 4th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $409.50.

Advanced Energy Industries Company 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.