139,367 Shares in Advanced Energy Industries, Inc. $AEIS Bought by Bamco Inc. NY

Key Points

• Bamco Inc. NY acquired 139,367 shares of Advanced Energy Industries in the second quarter, worth approximately $52.0 million and representing about 0.35% of the company. Institutional investors collectively own 99.67% of AEIS.
• Advanced Energy reported strong quarterly results, with EPS of $2.74 versus the $2.21 consensus and revenue of $574.1 million, up 30% year over year. Analysts have broadly raised their ratings and targets, with an average price target of $409.50.
• Company insiders recently sold shares, including the COO’s sale of 24,771 shares for about $7.8 million. AEIS also declared a quarterly dividend of $0.10 per share, equivalent to a 0.1% annualized yield.

Bamco Inc. NY bought a new position in Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 139,367 shares of the electronics maker's stock, valued at approximately $51,966,000. Bamco Inc. NY owned approximately 0.35% of Advanced Energy Industries at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the stock. Keybank National Association OH bought a new position in shares of Advanced Energy Industries during the 4th quarter valued at $644,000. PDT Partners LLC bought a new stake in Advanced Energy Industries in the 2nd quarter valued at $23,188,000. Comerica Bank boosted its stake in Advanced Energy Industries by 46.9% during the fourth quarter. Comerica Bank now owns 19,938 shares of the electronics maker's stock valued at $4,174,000 after buying an additional 6,361 shares during the last quarter. Wolverine Asset Management LLC purchased a new position in shares of Advanced Energy Industries in the fourth quarter valued at $1,107,000. Finally, Jennison Associates LLC purchased a new position in shares of Advanced Energy Industries in the 4th quarter worth approximately $1,665,000. 99.67% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Advanced Energy Industries

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 908 shares of the firm's stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $332.68, for a total transaction of $302,073.44. Following the completion of the sale, the executive vice president owned 10,712 shares of the company's stock, valued at $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. 1.30% of the stock is currently owned by corporate insiders.

Key Stories Impacting Advanced Energy Industries

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

• Positive Sentiment: Broad upward revisions to earnings forecasts: Zacks Research raised its Q3 2026 EPS estimate to $2.68 from $1.72 and increased its FY2026 estimate to $9.28 from $7.68, above the $9.18 consensus. Estimates were also lifted for several 2027 and 2028 quarters, including FY2027 EPS to $8.52 and FY2028 EPS to $8.78. Zacks maintains a “Strong-Buy” rating. MarketBeat Advanced Energy analyst estimates
• Positive Sentiment: Analysts see substantial potential upside: A Zacks report said the consensus price target implies approximately 54.4% upside for AEIS. The report cautioned that price targets alone have limited predictive value, but noted that the positive trend in earnings-estimate revisions is a more constructive near-term signal. Wall Street Analysts Predict a 54.39% Upside in Advanced Energy
• Positive Sentiment: Recent operating momentum supports the revisions: Advanced Energy’s latest reported quarter included $2.74 in EPS versus a $2.21 consensus estimate and revenue of $574.1 million versus expectations of $544.4 million. Revenue increased 30% year over year, reinforcing the case for stronger future results.
• Neutral Sentiment: Institutional signals are mixed: The number of hedge funds holding AEIS reportedly rose 52% in the second quarter, while Baron Discovery Fund sold roughly 60% of its position near $375. This suggests enthusiasm about AI-related demand but also caution among some investors. Hedge Funds Have Flooded Into This AI Power Stock
• Neutral Sentiment: Short-interest data appears unreliable: The report listed short interest at zero shares, making the calculated short-interest ratio unusable and offering no meaningful signal about short-covering activity.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the stock. Zacks Research raised shares of Advanced Energy Industries from a "hold" rating to a "strong-buy" rating in a research report on Thursday, July 30th. Wells Fargo & Company raised Advanced Energy Industries from an "equal weight" rating to an "overweight" rating and raised their price target for the stock from $345.00 to $465.00 in a report on Wednesday, July 1st. Wall Street Zen raised Advanced Energy Industries from a "hold" rating to a "buy" rating in a report on Saturday, June 27th. Seaport Research Partners upgraded shares of Advanced Energy Industries from a "neutral" rating to a "buy" rating and set a $410.00 target price for the company in a research note on Tuesday, August 4th. Finally, KeyCorp raised their price target on shares of Advanced Energy Industries from $375.00 to $415.00 and gave the company an "overweight" rating in a research note on Tuesday, May 5th. One equities 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 stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $409.50.

Advanced Energy Industries Stock Up 2.8%

NASDAQ:AEIS opened at $283.06 on Thursday. The stock has a market capitalization of $11.34 billion, a price-to-earnings ratio of 52.81 and a beta of 1.29. The stock's fifty day moving average is $315.84 and its two-hundred day moving average is $327.25. Advanced Energy Industries, Inc. has a 52 week low of $144.09 and a 52 week high of $397.44. The company has a quick ratio of 2.94, a current ratio of 3.79 and a debt-to-equity ratio of 0.78.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last released its earnings results on Monday, August 3rd. The electronics maker reported $2.74 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts' expectations of $544.41 million. During the same period in the previous year, the firm posted $1.50 EPS. Advanced Energy Industries's revenue for the quarter 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. Research analysts anticipate that Advanced Energy Industries, Inc. will post 9.5 EPS for the current year.

Advanced Energy Industries Announces Dividend

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

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