Bogart Wealth LLC Has $13.90 Million Holdings in Applied Materials, Inc. $AMAT

Key Points

• Bogart Wealth LLC trimmed its stake by 10.7% in Applied Materials in Q4 and now owns 54,070 shares valued at about $13.9 million, while institutional investors hold roughly 80.56% of the stock.
• Applied beat quarterly EPS and revenue estimates, set Q2 guidance of $2.44–$2.84, and raised its quarterly dividend to $0.53; analysts maintain a consensus rating of "Moderate Buy" with an average target of $368.29.
• Near-term risks include U.S. Commerce Department shipment restrictions to China’s Hua Hong, a broader semiconductor sell-off that increases volatility, and recent insider selling (including the CFO), which could pressure short-term performance.

Bogart Wealth LLC lessened its stake in Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 10.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 54,070 shares of the manufacturing equipment provider's stock after selling 6,510 shares during the quarter. Bogart Wealth LLC's holdings in Applied Materials were worth $13,895,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in AMAT. Godsey & Gibb Inc. increased its holdings in Applied Materials by 2.6% during the 4th quarter. Godsey & Gibb Inc. now owns 1,298 shares of the manufacturing equipment provider's stock worth $334,000 after purchasing an additional 33 shares in the last quarter. Family Capital Management Inc. lifted its holdings in shares of Applied Materials by 0.8% in the fourth quarter. Family Capital Management Inc. now owns 4,227 shares of the manufacturing equipment provider's stock valued at $1,086,000 after purchasing an additional 33 shares in the last quarter. Traveka Wealth LLC lifted its holdings in shares of Applied Materials by 2.6% in the fourth quarter. Traveka Wealth LLC now owns 1,404 shares of the manufacturing equipment provider's stock valued at $361,000 after purchasing an additional 36 shares in the last quarter. Highline Wealth Partners LLC boosted its position in shares of Applied Materials by 48.7% during the fourth quarter. Highline Wealth Partners LLC now owns 116 shares of the manufacturing equipment provider's stock worth $30,000 after buying an additional 38 shares during the period. Finally, Bartlett & CO. Wealth Management LLC grew its holdings in shares of Applied Materials by 0.9% during the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 4,096 shares of the manufacturing equipment provider's stock worth $1,053,000 after buying an additional 38 shares in the last quarter. Institutional investors own 80.56% of the company's stock.

Trending Headlines about Applied Materials

Here are the key news stories impacting Applied Materials this week:

• Positive Sentiment: B. Riley expresses a more optimistic outlook for semiconductor capital spending and is bullish on Applied’s positioning, providing a near-term analyst tailwind that could support the stock if capex demand reaccelerates. B. Riley Bullish on Applied Materials (AMAT); Sees Better Outlook for Semiconductor Capital Spending
• Positive Sentiment: Strategic partnership news — Advantest joining Applied’s EPIC platform and opening an Innovation Center — strengthens Applied’s ecosystem play across front-end process and back-end test, a structural positive for long-term revenue and differentiation. Is Advantest’s EPIC Tie-Up Reshaping the Long-Term Investment Case for Applied Materials (AMAT)?
• Neutral Sentiment: Broker commentary remains generally constructive (average brokerage recommendations and a recent Erste upgrade), which supports conviction among longer-term investors even as headlines create volatility. Brokers Suggest Investing in Applied Materials (AMAT): Read This Before Placing a Bet
• Negative Sentiment: U.S. Commerce Department ordered chip-equipment firms to halt some shipments to China’s Hua Hong, and Applied was among companies receiving restriction letters — a direct near-term revenue risk for tools sales into China. U.S. halts chip equipment shipments to China's Hua Hong
• Negative Sentiment: Broader semiconductor sell-off (spurred by reports that OpenAI missed growth targets and sector rotation) is weighing on AMAT alongside peers, amplifying volatility and driving short-term downside. What Is Going On With Applied Materials Stock On Tuesday?
• Negative Sentiment: Macro risk: Middle East tensions pushed oil higher and contributed to risk-off trading that pressured tech and chip stocks broadly. US Equity Markets End Lower as Chipmakers Slide, Middle East Tensions Lift Oil

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the company. UBS Group set a $430.00 target price on Applied Materials in a research report on Friday, February 13th. Bank of America upped their price target on Applied Materials from $300.00 to $350.00 and gave the stock a "buy" rating in a research report on Tuesday, January 13th. Sanford C. Bernstein reiterated an "outperform" rating and issued a $425.00 price objective on shares of Applied Materials in a report on Friday, February 13th. Wells Fargo & Company boosted their price objective on shares of Applied Materials from $350.00 to $435.00 and gave the stock an "overweight" rating in a research report on Friday, February 13th. Finally, Erste Group Bank upgraded shares of Applied Materials from a "hold" rating to a "buy" rating in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and six have assigned a Hold rating to the company's stock. According to MarketBeat.com, Applied Materials has a consensus rating of "Moderate Buy" and an average target price of $368.29.

Applied Materials Stock Performance

Shares of NASDAQ AMAT opened at $381.17 on Wednesday. The company has a debt-to-equity ratio of 0.30, a quick ratio of 1.94 and a current ratio of 2.71. The stock has a 50 day moving average price of $367.88 and a 200 day moving average price of $304.78. The stock has a market capitalization of $302.50 billion, a PE ratio of 39.01, a price-to-earnings-growth ratio of 1.81 and a beta of 1.64. Applied Materials, Inc. has a 52 week low of $144.71 and a 52 week high of $420.50.

Applied Materials (NASDAQ:AMAT - Get Free Report) last posted its quarterly earnings results on Thursday, February 12th. The manufacturing equipment provider reported $2.38 earnings per share for the quarter, topping the consensus estimate of $2.21 by $0.17. Applied Materials had a return on equity of 37.52% and a net margin of 27.78%.The firm had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.88 billion. During the same quarter in the previous year, the firm earned $2.38 EPS. The business's quarterly revenue was down 2.1% on a year-over-year basis. Applied Materials has set its Q2 2026 guidance at 2.440-2.840 EPS. Analysts predict that Applied Materials, Inc. will post 11.1 earnings per share for the current fiscal year.

Applied Materials Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a dividend of $0.53 per share. The ex-dividend date is Thursday, May 21st. This is a positive change from Applied Materials's previous quarterly dividend of $0.46. This represents a $2.12 dividend on an annualized basis and a yield of 0.6%. Applied Materials's dividend payout ratio is presently 21.70%.

Insiders Place Their Bets

In other news, CFO Brice Hill sold 5,000 shares of Applied Materials stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $361.21, for a total value of $1,806,050.00. Following the completion of the transaction, the chief financial officer owned 138,565 shares of the company's stock, valued at $50,051,063.65. This trade represents a 3.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Adam Sanders sold 534 shares of the business's stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $379.16, for a total transaction of $202,471.44. Following the transaction, the chief accounting officer owned 4,625 shares in the company, valued at $1,753,615. This represents a 10.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 12,003 shares of company stock valued at $4,484,189. 0.30% of the stock is currently owned by corporate insiders.

Applied Materials Company Profile

Applied Materials, Inc is a U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials. Headquartered in Santa Clara, California, the company designs and sells capital equipment and related technologies that enable production of integrated circuits, display panels and materials used across the electronics supply chain.

Applied Materials' offerings include process equipment and factory software that support critical steps in device fabrication, such as deposition, etch, implantation, inspection and metrology, as well as systems for packaging and advanced heterogeneous integration.

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