Campbell Newman Asset Management Inc. Purchases New Holdings in Advanced Energy Industries, Inc. $AEIS

Key Points

• Campbell Newman Asset Management purchased a new stake of 9,334 shares (~$1.95M) in Advanced Energy during Q4, and institutional investors now own about 99.67% of the stock.
• Several analysts have raised targets (some up to $375), and the consensus rating is a Moderate Buy with an average price target of $322.50, while the stock is trading near ~$372.
• Advanced Energy beat Q4 estimates with EPS $1.94 vs. $1.76 and revenue of $489.4M (up 17.8% YoY), and provided Q1 2026 guidance of $1.690–2.190 EPS.

Campbell Newman Asset Management Inc. purchased a new stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 9,334 shares of the electronics maker's stock, valued at approximately $1,954,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Private Trust Co. NA lifted its stake in Advanced Energy Industries by 92.4% in the 3rd quarter. Private Trust Co. NA now owns 152 shares of the electronics maker's stock valued at $26,000 after buying an additional 73 shares in the last quarter. Farther Finance Advisors LLC lifted its stake in Advanced Energy Industries by 203.5% in the 3rd quarter. Farther Finance Advisors LLC now owns 173 shares of the electronics maker's stock valued at $29,000 after buying an additional 116 shares in the last quarter. Danske Bank A S purchased a new position in Advanced Energy Industries in the 3rd quarter valued at about $34,000. Measured Wealth Private Client Group LLC purchased a new position in Advanced Energy Industries in the 3rd quarter valued at about $36,000. Finally, EverSource Wealth Advisors LLC lifted its stake in Advanced Energy Industries by 67.7% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 312 shares of the electronics maker's stock valued at $41,000 after buying an additional 126 shares in the last quarter. 99.67% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on AEIS. KeyCorp raised their target price on shares of Advanced Energy Industries from $330.00 to $375.00 and gave the stock an "overweight" rating in a research note on Monday, March 2nd. TD Cowen reissued a "hold" rating on shares of Advanced Energy Industries in a research note on Wednesday, February 11th. Robert W. Baird raised their target price on shares of Advanced Energy Industries from $315.00 to $360.00 and gave the stock an "outperform" rating in a research note on Monday, March 30th. Wells Fargo & Company raised their target price on shares of Advanced Energy Industries from $300.00 to $340.00 and gave the stock an "equal weight" rating in a research note on Tuesday, April 7th. Finally, Susquehanna raised their target price on shares of Advanced Energy Industries from $300.00 to $375.00 and gave the stock a "positive" rating in a research note on Wednesday, February 11th. Eight analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $322.50.

Advanced Energy Industries Price Performance

AEIS opened at $372.23 on Friday. The company's 50 day simple moving average is $326.91 and its two-hundred day simple moving average is $253.81. Advanced Energy Industries, Inc. has a 1-year low of $84.20 and a 1-year high of $386.25. The firm has a market capitalization of $14.09 billion, a price-to-earnings ratio of 97.44, a price-to-earnings-growth ratio of 2.74 and a beta of 1.35.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last released its earnings results on Tuesday, February 10th. The electronics maker reported $1.94 earnings per share for the quarter, topping analysts' consensus estimates of $1.76 by $0.18. The business 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 revenue was up 17.8% on a year-over-year basis. During the same period last year, the company posted $1.30 EPS. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. On average, equities analysts anticipate that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current fiscal year.

Advanced Energy Industries Dividend Announcement

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

Insider Buying and Selling at Advanced Energy Industries

In other news, Director Lanesha Minnix sold 1,000 shares of the firm's stock in a transaction that occurred on Friday, February 13th. The shares were 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 trade represents a 17.91% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Stephen Douglas Kelley sold 50,000 shares of the firm's stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $316.62, for a total transaction of $15,831,000.00. Following the sale, the chief executive officer owned 80,376 shares of the company's stock, valued at $25,448,649.12. This represents a 38.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 57,512 shares of company stock worth $18,210,172. Insiders own 1.30% of the company's stock.

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.

Want to see what other hedge funds are holding AEIS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.