Advanced Energy Industries, Inc. $AEIS Holdings Lifted by Ardsley Advisory Partners LP

Key Points

• Ardsley Advisory Partners LP increased its stake in Advanced Energy Industries by 24.0%, acquiring an additional 6,000 shares, bringing its total holdings to 31,000 shares worth approximately $2.95 million.
• Advanced Energy Industries reported $1.50 earnings per share for its most recent quarter, exceeding analysts' expectations of $1.28 and marking a 21% increase in quarterly revenue compared to the previous year.
• The company announced a quarterly dividend of $0.10 per share, with a payout ratio currently at 18.10%, reflecting ongoing confidence in its financial stability.

Ardsley Advisory Partners LP increased its stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) by 24.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,000 shares of the electronics maker's stock after purchasing an additional 6,000 shares during the period. Ardsley Advisory Partners LP owned 0.08% of Advanced Energy Industries worth $2,955,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Summit Partners Public Asset Management LLC purchased a new stake in Advanced Energy Industries in the 4th quarter worth approximately $71,494,000. Silvercrest Asset Management Group LLC purchased a new stake in Advanced Energy Industries during the 4th quarter worth $58,393,000. Principal Financial Group Inc. boosted its position in Advanced Energy Industries by 0.3% during the 1st quarter. Principal Financial Group Inc. now owns 477,296 shares of the electronics maker's stock worth $45,491,000 after purchasing an additional 1,624 shares during the period. Charles Schwab Investment Management Inc. boosted its position in Advanced Energy Industries by 1.1% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 465,162 shares of the electronics maker's stock worth $44,335,000 after purchasing an additional 5,041 shares during the period. Finally, Northern Trust Corp boosted its position in Advanced Energy Industries by 13.3% during the 4th quarter. Northern Trust Corp now owns 457,759 shares of the electronics maker's stock worth $52,931,000 after purchasing an additional 53,692 shares during the period. 99.67% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Advanced Energy Industries

In related news, EVP Paul R. Oldham sold 1,173 shares of the business's stock in a transaction dated Friday, June 20th. The shares were sold at an average price of $131.29, for a total transaction of $154,003.17. Following the completion of the sale, the executive vice president owned 31,006 shares of the company's stock, valued at $4,070,777.74. This represents a 3.65% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP John Donaghey sold 1,000 shares of the business's stock in a transaction dated Wednesday, August 13th. The shares were sold at an average price of $160.73, for a total transaction of $160,730.00. Following the sale, the executive vice president directly owned 10,029 shares of the company's stock, valued at approximately $1,611,961.17. This represents a 9.07% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 4,173 shares of company stock valued at $594,733. Insiders own 1.20% of the company's stock.

Advanced Energy Industries Stock Up 2.4%

Shares of Advanced Energy Industries stock traded up $3.60 during trading on Friday, reaching $153.74. The company had a trading volume of 243,733 shares, compared to its average volume of 420,558. The company has a market cap of $5.80 billion, a price-to-earnings ratio of 69.57, a price-to-earnings-growth ratio of 1.22 and a beta of 1.57. The firm's fifty day moving average is $145.28 and its 200-day moving average is $121.72. The company has a debt-to-equity ratio of 0.45, a quick ratio of 2.97 and a current ratio of 4.09. Advanced Energy Industries, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $163.07.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last announced its quarterly earnings data on Tuesday, August 5th. The electronics maker reported $1.50 earnings per share for the quarter, beating analysts' consensus estimates of $1.28 by $0.22. Advanced Energy Industries had a net margin of 5.13% and a return on equity of 12.38%. The business had revenue of $441.50 million during the quarter, compared to the consensus estimate of $421.32 million. During the same quarter in the prior year, the firm earned $0.85 EPS. The company's revenue for the quarter was up 21.0% compared to the same quarter last year. Advanced Energy Industries has set its Q3 2025 guidance at 1.200-1.700 EPS. On average, analysts anticipate that Advanced Energy Industries, Inc. will post 3.66 EPS for the current year.

Advanced Energy Industries Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 5th. Investors of record on Monday, August 25th were given a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, August 25th. Advanced Energy Industries's dividend payout ratio is currently 18.10%.

Analyst Ratings Changes

A number of brokerages recently weighed in on AEIS. Benchmark upped their price target on shares of Advanced Energy Industries from $130.00 to $150.00 and gave the stock a "buy" rating in a research report on Wednesday, August 6th. Wall Street Zen upgraded shares of Advanced Energy Industries from a "buy" rating to a "strong-buy" rating in a report on Saturday, August 9th. Zacks Research upgraded shares of Advanced Energy Industries to a "hold" rating in a report on Tuesday, August 12th. Wells Fargo & Company boosted their price objective on shares of Advanced Energy Industries from $110.00 to $130.00 and gave the stock an "equal weight" rating in a report on Friday, June 27th. Finally, TD Cowen boosted their price objective on shares of Advanced Energy Industries from $118.00 to $140.00 and gave the stock a "hold" rating in a report on Wednesday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $140.90.

About Advanced Energy Industries

Advanced Energy Industries, Inc provides precision power conversion, measurement, and control solutions in the United States and internationally. The company's plasma power products offer solutions to enable innovation for semiconductor and thin film plasma processes, such as dry etch and deposition.