Advanced Energy Industries, Inc. $AEIS Position Decreased by Cambiar Investors LLC

Key Points

• Cambiar Investors LLC reduced its stock position in Advanced Energy Industries, Inc. by 16.5%, now owning 17,008 shares valued at approximately $1.62 million.
• Advanced Energy Industries reported earnings per share (EPS) of $1.50 for the previous quarter, surpassing the consensus estimate of $1.28, with revenue rising 21% year-over-year to $441.5 million.
• The company announced a quarterly dividend of $0.10 per share, with a scheduled payment date of September 5th, resulting in a dividend yield of 0.3%.

Cambiar Investors LLC lessened its stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) by 16.5% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 17,008 shares of the electronics maker's stock after selling 3,358 shares during the quarter. Cambiar Investors LLC's holdings in Advanced Energy Industries were worth $1,621,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of AEIS. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Advanced Energy Industries in the first quarter valued at $31,000. Russell Investments Group Ltd. grew its position in shares of Advanced Energy Industries by 61.6% in the fourth quarter. Russell Investments Group Ltd. now owns 354 shares of the electronics maker's stock valued at $41,000 after purchasing an additional 135 shares during the period. Public Employees Retirement System of Ohio purchased a new stake in shares of Advanced Energy Industries in the fourth quarter valued at $47,000. Kayne Anderson Rudnick Investment Management LLC acquired a new stake in shares of Advanced Energy Industries during the 4th quarter worth $51,000. Finally, Fifth Third Bancorp increased its holdings in shares of Advanced Energy Industries by 71.5% during the 1st quarter. Fifth Third Bancorp now owns 559 shares of the electronics maker's stock worth $53,000 after buying an additional 233 shares during the last quarter. Institutional investors and hedge funds own 99.67% of the company's stock.

Analyst Ratings Changes

A number of research firms have recently commented on AEIS. Robert W. Baird upped their price objective on Advanced Energy Industries from $124.00 to $132.00 and gave the stock an "outperform" rating in a report on Thursday, May 1st. Stifel Nicolaus set a $150.00 price objective on Advanced Energy Industries and gave the stock a "buy" rating in a report on Monday, August 4th. Wall Street Zen upgraded Advanced Energy Industries from a "buy" rating to a "strong-buy" rating in a report on Saturday, August 9th. Wells Fargo & Company upped their price objective on 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 upped their price target on shares of Advanced Energy Industries from $118.00 to $140.00 and gave the stock a "hold" rating in a research report on Wednesday, August 6th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and four have issued a Hold rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $138.90.

Advanced Energy Industries Stock Up 4.3%

AEIS stock traded up $6.44 during trading on Friday, reaching $154.51. The stock had a trading volume of 375,893 shares, compared to its average volume of 510,124. Advanced Energy Industries, Inc. has a 1-year low of $75.01 and a 1-year high of $163.07. The company has a current ratio of 4.09, a quick ratio of 2.97 and a debt-to-equity ratio of 0.45. The company has a market capitalization of $5.83 billion, a P/E ratio of 69.91, a PEG ratio of 1.20 and a beta of 1.52. The firm has a fifty day moving average price of $141.03 and a 200 day moving average price of $119.46.

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

Advanced Energy Industries Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, September 5th. Stockholders of record on Monday, August 25th will be given a $0.10 dividend. The ex-dividend date of this dividend is Monday, August 25th. This represents a $0.40 annualized dividend and a dividend yield of 0.3%. Advanced Energy Industries's payout ratio is presently 18.10%.

Insider Activity

In related news, EVP Paul R. Oldham sold 1,173 shares of Advanced Energy Industries stock in a transaction dated Friday, June 20th. The shares were sold at an average price of $131.29, for a total value of $154,003.17. Following the sale, the executive vice president directly owned 31,006 shares in the company, valued at $4,070,777.74. This trade represents a 3.65% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP John Donaghey sold 1,000 shares of Advanced Energy Industries 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 completion of the sale, the executive vice president owned 10,029 shares in the company, valued at approximately $1,611,961.17. This represents a 9.07% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 4,173 shares of company stock valued at $594,733 in the last three months. Insiders own 1.20% of the company's stock.

Advanced Energy Industries 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.