Comerica Bank Purchases 6,361 Shares of Advanced Energy Industries, Inc. $AEIS

Key Points

• Comerica Bank increased its stake in Advanced Energy by 46.9% in Q4, buying 6,361 shares to hold 19,938 shares valued at about $4.17 million, while other institutions also added large positions (including a new ~$47.5M stake by Congress Asset Management).
• Advanced Energy beat Q4 estimates with $1.94 EPS vs $1.76 expected and $489.4M revenue (+17.8% YoY), set Q1 2026 guidance of $1.69–2.19 EPS, and carries a $14.7B market cap with a consensus "Moderate Buy" (avg. target $322.50).
• Significant insider selling has occurred recently: CEO Stephen Kelley sold 50,000 shares for ~$15.8M and insiders have sold 58,478 shares (~$18.6M) over the past 90 days, leaving insiders with about 1.30% ownership.

Comerica Bank boosted its position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) by 46.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 19,938 shares of the electronics maker's stock after purchasing an additional 6,361 shares during the quarter. Comerica Bank owned 0.05% of Advanced Energy Industries worth $4,174,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the company. Lisanti Capital Growth LLC acquired a new stake in shares of Advanced Energy Industries during the 3rd quarter worth approximately $3,464,000. Envestnet Asset Management Inc. lifted its holdings in Advanced Energy Industries by 6.8% in the third quarter. Envestnet Asset Management Inc. now owns 262,517 shares of the electronics maker's stock valued at $44,665,000 after acquiring an additional 16,607 shares during the last quarter. Tributary Capital Management LLC grew its position in Advanced Energy Industries by 92.5% in the third quarter. Tributary Capital Management LLC now owns 344,654 shares of the electronics maker's stock worth $58,639,000 after acquiring an additional 165,655 shares during the period. Congress Asset Management Co. purchased a new position in Advanced Energy Industries in the fourth quarter worth approximately $47,502,000. Finally, Elevation Point Wealth Partners LLC increased its stake in Advanced Energy Industries by 595.2% during the third quarter. Elevation Point Wealth Partners LLC now owns 5,068 shares of the electronics maker's stock worth $862,000 after acquiring an additional 4,339 shares during the last quarter. Institutional investors own 99.67% of the company's stock.

Advanced Energy Industries Trading Up 1.3%

NASDAQ:AEIS opened at $389.05 on Friday. Advanced Energy Industries, Inc. has a 12-month low of $106.48 and a 12-month high of $397.44. The firm has a market cap of $14.73 billion, a PE ratio of 101.85, a price-to-earnings-growth ratio of 2.85 and a beta of 1.40. The stock has a fifty day moving average price of $341.89 and a 200 day moving average price of $268.64.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The electronics maker reported $1.94 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.76 by $0.18. The company had revenue of $489.40 million for the quarter, compared to analyst estimates of $473.12 million. Advanced Energy Industries had a return on equity of 15.72% and a net margin of 8.25%.Advanced Energy Industries's revenue for the quarter was up 17.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.30 EPS. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. Equities analysts forecast that Advanced Energy Industries, Inc. will post 7.05 EPS for the current year.

Advanced Energy Industries Announces Dividend

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

Analyst Ratings Changes

Several equities analysts have recently commented on AEIS shares. Bank of America upped their price target on Advanced Energy Industries from $260.00 to $300.00 and gave the company a "buy" rating in a research note on Thursday, January 22nd. Weiss Ratings reissued a "hold (c+)" rating on shares of Advanced Energy Industries in a research report on Friday, March 27th. Needham & Company LLC boosted their price objective on shares of Advanced Energy Industries from $290.00 to $330.00 and gave the company a "buy" rating in a report on Wednesday, February 11th. Wall Street Zen raised shares of Advanced Energy Industries from a "hold" rating to a "buy" rating in a research report on Saturday, March 7th. Finally, Citigroup lifted their price target on shares of Advanced Energy Industries from $330.00 to $385.00 and gave the company a "buy" rating in a research report on Friday, March 20th. Eight investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat.com, Advanced Energy Industries has a consensus rating of "Moderate Buy" and an average price target of $322.50.

Insider Buying and Selling

In other news, Director Brian Shirley sold 1,234 shares of the stock in a transaction dated Friday, March 13th. The stock was sold at an average price of $310.19, for a total value of $382,774.46. Following the transaction, the director owned 5,584 shares in the company, valued at approximately $1,732,100.96. This represents a 18.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Stephen Douglas Kelley sold 50,000 shares of the stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $316.62, for a total transaction of $15,831,000.00. Following the completion of the transaction, the chief executive officer directly owned 80,376 shares in the company, valued at $25,448,649.12. This trade represents a 38.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 58,478 shares of company stock valued at $18,567,013 over the last ninety days. 1.30% of the stock is currently owned by corporate insiders.

Advanced Energy Industries Company Profile

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.

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