Bayforest Capital Ltd Raises Stake in Advanced Energy Industries, Inc. $AEIS

Key Points

• Bayforest Capital Ltd increased its holdings in Advanced Energy Industries, Inc. by 257.1% in Q1, owning a total of 3,850 shares valued at approximately $367,000.
• Analysts have set price targets for Advanced Energy Industries, with KeyCorp raising its target from $160 to $180 and maintaining an "overweight" rating.
• Advanced Energy Industries reported earnings of $1.50 per share for the most recent quarter, exceeding expectations and contributing to a year-over-year revenue increase of 21%.

Bayforest Capital Ltd grew its holdings in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) by 257.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,850 shares of the electronics maker's stock after purchasing an additional 2,772 shares during the quarter. Bayforest Capital Ltd's holdings in Advanced Energy Industries were worth $367,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Caitong International Asset Management Co. Ltd bought a new position in shares of Advanced Energy Industries during the 1st quarter valued at $31,000. Public Employees Retirement System of Ohio bought a new position in Advanced Energy Industries in the 4th quarter worth $47,000. Russell Investments Group Ltd. raised its holdings in Advanced Energy Industries by 26.0% in the 1st quarter. Russell Investments Group Ltd. now owns 446 shares of the electronics maker's stock worth $43,000 after acquiring an additional 92 shares during the period. Advisors Asset Management Inc. raised its holdings in Advanced Energy Industries by 47.7% in the 1st quarter. Advisors Asset Management Inc. now owns 539 shares of the electronics maker's stock worth $51,000 after acquiring an additional 174 shares during the period. Finally, Quarry LP bought a new position in shares of Advanced Energy Industries during the 1st quarter worth about $53,000. Institutional investors own 99.67% of the company's stock.

Advanced Energy Industries Stock Performance

NASDAQ:AEIS traded down $1.07 during mid-day trading on Tuesday, reaching $155.67. 81,628 shares of the company's stock were exchanged, compared to its average volume of 352,671. Advanced Energy Industries, Inc. has a one year low of $75.01 and a one year high of $163.07. The firm has a market capitalization of $5.87 billion, a PE ratio of 70.44, a price-to-earnings-growth ratio of 1.25 and a beta of 1.57. The business's fifty day simple moving average is $147.76 and its two-hundred day simple moving average is $123.14. 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 (NASDAQ:AEIS - Get Free Report) last released its quarterly earnings results on Tuesday, August 5th. The electronics maker reported $1.50 EPS for the quarter, topping 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 for the quarter, compared to analyst estimates of $421.32 million. During the same period last year, the firm earned $0.85 earnings per share. Advanced Energy Industries'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. Analysts anticipate that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current fiscal year.

Advanced Energy Industries Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, September 5th. Shareholders of record on Monday, August 25th were issued a $0.10 dividend. This represents a $0.40 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend was Monday, August 25th. Advanced Energy Industries's dividend payout ratio (DPR) is currently 18.10%.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on AEIS. 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. Wall Street Zen raised shares of Advanced Energy Industries from a "buy" rating to a "strong-buy" rating in a research note on Saturday, August 9th. KeyCorp upped their target price on shares of Advanced Energy Industries from $160.00 to $180.00 and gave the company an "overweight" rating in a research note on Wednesday, August 27th. Needham & Company LLC boosted their price target on shares of Advanced Energy Industries from $135.00 to $155.00 and gave the company a "buy" rating in a research report on Wednesday, August 6th. Finally, Benchmark upped their target price 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. Two research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, Advanced Energy Industries has a consensus rating of "Moderate Buy" and a consensus target price of $140.90.

Insider Activity

In other news, EVP John Donaghey sold 2,000 shares of the firm's stock in a transaction that occurred on Wednesday, July 9th. The shares were sold at an average price of $140.00, for a total value of $280,000.00. Following the sale, the executive vice president directly owned 11,029 shares in the company, valued at approximately $1,544,060. This trade represents a 15.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Paul R. Oldham sold 1,173 shares of the business's stock in a transaction that occurred on Friday, June 20th. The stock was sold at an average price of $131.29, for a total transaction of $154,003.17. Following the completion of the transaction, the executive vice president owned 31,006 shares in the company, valued at $4,070,777.74. This trade represents a 3.65% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 4,173 shares of company stock worth $594,733. Insiders own 1.20% of the company's stock.

Advanced Energy Industries Company Profile

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.