3,076 Shares in Advanced Energy Industries, Inc. $AEIS Acquired by Keybank National Association OH

Key Points

• Institutional activity: KeyBank acquired a new position of 3,076 shares (~$644,000) in Q4, while large investors like Analog Century ($79.5M), Wellington ($50.2M) and GW&K (now 699,780 shares, ~$119M) added sizable stakes — institutional investors now own 99.67% of AEIS.
• Quarterly results and guidance: AEIS beat estimates with Q4 EPS of $1.94 vs. $1.76 expected and revenue of $489.4M (up 17.8% YoY); the company set Q1 FY2026 EPS guidance of $1.69–$2.19 and currently trades at a market cap of $14.73B with a P/E of ~101.9.
• Insider and market sentiment: insiders sold 58,478 shares (~$18.6M) over the last 90 days, the firm pays a $0.40 annual dividend (yield ~0.1%), and analysts hold a consensus "Moderate Buy" with a target price of $322.50.

Keybank National Association OH acquired a new position in Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 3,076 shares of the electronics maker's stock, valued at approximately $644,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in AEIS. Analog Century Management LP acquired a new position in Advanced Energy Industries in the 3rd quarter worth approximately $79,507,000. Wellington Management Group LLP acquired a new position in Advanced Energy Industries in the 3rd quarter worth approximately $50,173,000. GW&K Investment Management LLC boosted its stake in Advanced Energy Industries by 51.5% in the 3rd quarter. GW&K Investment Management LLC now owns 699,780 shares of the electronics maker's stock worth $119,062,000 after purchasing an additional 237,895 shares during the period. Congress Asset Management Co. purchased a new stake in Advanced Energy Industries in the 4th quarter worth approximately $47,502,000. Finally, Tributary Capital Management LLC raised its holdings in shares of Advanced Energy Industries by 92.5% during the 3rd quarter. Tributary Capital Management LLC now owns 344,654 shares of the electronics maker's stock valued at $58,639,000 after purchasing an additional 165,655 shares in the last quarter. Institutional investors and hedge funds own 99.67% of the company's stock.

Advanced Energy Industries Price Performance

NASDAQ AEIS opened at $389.05 on Monday. The firm has a market capitalization of $14.73 billion, a price-to-earnings ratio of 101.85, a P/E/G ratio of 2.85 and a beta of 1.40. The company's fifty day moving average is $341.89 and its two-hundred day moving average is $269.24. Advanced Energy Industries, Inc. has a 52-week low of $106.48 and a 52-week high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The electronics maker reported $1.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.76 by $0.18. The company had revenue of $489.40 million for the quarter, compared to analyst estimates of $473.12 million. Advanced Energy Industries had a net margin of 8.25% and a return on equity of 15.72%. The business's quarterly revenue was up 17.8% on a year-over-year basis. During the same period last year, the business posted $1.30 EPS. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. As a group, sell-side analysts expect that Advanced Energy Industries, Inc. will post 7.05 earnings per share for the current fiscal year.

Advanced Energy Industries Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 6th. Shareholders of record on Monday, February 23rd were given a $0.10 dividend. This represents a $0.40 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, February 23rd. Advanced Energy Industries's dividend payout ratio (DPR) is currently 10.47%.

Insider Buying and Selling

In other Advanced Energy Industries news, EVP Paul R. Oldham sold 4,314 shares of the firm's stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $315.99, for a total value of $1,363,180.86. Following the sale, the executive vice president directly owned 22,217 shares in the company, valued at $7,020,349.83. This trade represents a 16.26% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Lanesha Minnix sold 1,000 shares of the firm's stock in a transaction on Friday, February 13th. The stock was sold at an average price of $316.62, for a total transaction of $316,620.00. Following the completion of the sale, the director owned 4,585 shares in the company, valued at $1,451,702.70. This represents a 17.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 58,478 shares of company stock worth $18,567,013. 1.30% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

AEIS has been the topic of a number of recent research reports. Wall Street Zen upgraded shares of Advanced Energy Industries from a "hold" rating to a "buy" rating in a report on Saturday, March 7th. Susquehanna raised their price target on shares of Advanced Energy Industries from $300.00 to $375.00 and gave the company a "positive" rating in a report on Wednesday, February 11th. Needham & Company LLC raised their price target on shares of Advanced Energy Industries from $290.00 to $330.00 and gave the company a "buy" rating in a report on Wednesday, February 11th. Bank of America raised their price target on shares of Advanced Energy Industries from $260.00 to $300.00 and gave the company a "buy" rating in a report on Thursday, January 22nd. Finally, Weiss Ratings reiterated a "hold (c+)" rating on shares of Advanced Energy Industries in a report on Friday, March 27th. Eight investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $322.50.

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.

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