Charles Schwab Investment Management Inc. Acquires 5,041 Shares of Advanced Energy Industries, Inc. $AEIS

Charles Schwab Investment Management Inc. grew its holdings in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) by 1.1% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 465,162 shares of the electronics maker's stock after acquiring an additional 5,041 shares during the period. Charles Schwab Investment Management Inc. owned about 1.24% of Advanced Energy Industries worth $44,335,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Isthmus Partners LLC raised its stake in Advanced Energy Industries by 0.3% during the first quarter. Isthmus Partners LLC now owns 29,565 shares of the electronics maker's stock worth $2,818,000 after buying an additional 96 shares during the last quarter. Summit Investment Advisors Inc. raised its stake in Advanced Energy Industries by 3.3% during the fourth quarter. Summit Investment Advisors Inc. now owns 3,916 shares of the electronics maker's stock worth $453,000 after buying an additional 124 shares during the last quarter. US Bancorp DE raised its stake in Advanced Energy Industries by 2.8% during the first quarter. US Bancorp DE now owns 4,857 shares of the electronics maker's stock worth $463,000 after buying an additional 134 shares during the last quarter. Russell Investments Group Ltd. raised its stake in Advanced Energy Industries by 61.6% during the fourth quarter. Russell Investments Group Ltd. now owns 354 shares of the electronics maker's stock worth $41,000 after buying an additional 135 shares during the last quarter. Finally, Xponance Inc. raised its stake in Advanced Energy Industries by 5.8% during the first quarter. Xponance Inc. now owns 2,843 shares of the electronics maker's stock worth $271,000 after buying an additional 156 shares during the last quarter. Institutional investors own 99.67% of the company's stock.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. Stifel Nicolaus set a $150.00 target price on shares of Advanced Energy Industries and gave the stock a "buy" rating in a research note on Monday, August 4th. Robert W. Baird lifted their target price on shares of Advanced Energy Industries from $124.00 to $132.00 and gave the stock an "outperform" rating in a research note on Thursday, May 1st. Zacks Research raised shares of Advanced Energy Industries to a "hold" rating in a research note on Tuesday, August 12th. Citigroup lifted their target price on shares of Advanced Energy Industries from $138.00 to $140.00 and gave the stock a "buy" rating in a research note on Monday, May 5th. Finally, KeyCorp lifted their price objective on shares of Advanced Energy Industries from $150.00 to $160.00 and gave the company an "overweight" rating in a report on Tuesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Advanced Energy Industries presently has an average rating of "Moderate Buy" and a consensus price target of $138.90.

Advanced Energy Industries Stock Up 5.2%

Shares of NASDAQ AEIS traded up $7.7710 during mid-day trading on Friday, reaching $155.8410. 72,212 shares of the company's stock traded hands, compared to its average volume of 358,074. The stock has a market cap of $5.88 billion, a P/E ratio of 70.76, a PEG ratio of 1.20 and a beta of 1.52. The business has a 50-day simple moving average of $140.40 and a 200 day simple moving average of $119.16. Advanced Energy Industries, Inc. has a 1-year low of $75.01 and a 1-year high of $163.07. The company has a debt-to-equity ratio of 0.45, a current ratio of 4.09 and a quick ratio of 2.97.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last issued its quarterly earnings data on Tuesday, August 5th. The electronics maker reported $1.50 earnings per share (EPS) 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 firm had revenue of $441.50 million during the quarter, compared to analysts' expectations of $421.32 million. During the same period last year, the company earned $0.85 earnings per share. The business's revenue was up 21.0% on a year-over-year basis. Advanced Energy Industries has set its Q3 2025 guidance at 1.200-1.700 EPS. On average, analysts expect that Advanced Energy Industries, Inc. will post 3.66 EPS for the current fiscal year.

Advanced Energy Industries Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, September 5th. Investors of record on Monday, August 25th will be issued a dividend of $0.10 per share. The ex-dividend date is Monday, August 25th. This represents a $0.40 annualized dividend and a yield of 0.3%. Advanced Energy Industries's payout ratio is 18.10%.

Insider Activity

In related news, EVP John Donaghey sold 2,000 shares of the business's stock in a transaction dated Wednesday, July 9th. The shares were sold at an average price of $140.00, for a total transaction of $280,000.00. Following the transaction, the executive vice president directly owned 11,029 shares in the company, valued at approximately $1,544,060. The trade was a 15.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Paul R. Oldham sold 1,173 shares of the business's stock in a transaction dated Friday, June 20th. The stock was sold at an average price of $131.29, for a total transaction of $154,003.17. Following the transaction, the executive vice president owned 31,006 shares in the company, valued at approximately $4,070,777.74. This trade represents a 3.65% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 4,173 shares of company stock worth $594,733. 1.20% of the stock is owned by corporate insiders.

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.