Compass Wealth Management LLC Buys Shares of 35,738 Advanced Energy Industries, Inc. $AEIS

Key Points

• Compass Wealth Management initiated a position in Advanced Energy Industries by purchasing 35,738 shares valued at approximately $13.3 million. The stake represents about 2.5% of the firm’s portfolio and 0.09% of AEIS outstanding shares.
• Advanced Energy reported strong quarterly results, with earnings of $2.74 per share and revenue of $574.1 million, exceeding estimates and increasing 30% year over year. The company issued third-quarter 2026 EPS guidance of $2.75 to $3.25.
• AEIS shares opened at $314.43 after a reported 9.8% decline, while analysts maintained a broadly positive outlook with a “Moderate Buy” consensus and an average price target of $409.50. The company also declared a quarterly dividend of $0.10 per share.

Compass Wealth Management LLC purchased a new position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 35,738 shares of the electronics maker's stock, valued at approximately $13,326,000. Advanced Energy Industries comprises approximately 2.5% of Compass Wealth Management LLC's holdings, making the stock its 7th biggest position. Compass Wealth Management LLC owned approximately 0.09% of Advanced Energy Industries at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in AEIS. Root Financial Partners LLC lifted its stake in shares of Advanced Energy Industries by 33.3% during the 1st quarter. Root Financial Partners LLC now owns 108 shares of the electronics maker's stock worth $35,000 after purchasing an additional 27 shares during the period. Basecamp Wealth Advisors LLC grew its position in Advanced Energy Industries by 16.2% during the first quarter. Basecamp Wealth Advisors LLC now owns 222 shares of the electronics maker's stock valued at $72,000 after acquiring an additional 31 shares during the period. Fifth Third Wealth Advisors LLC increased its stake in Advanced Energy Industries by 4.5% during the first quarter. Fifth Third Wealth Advisors LLC now owns 1,191 shares of the electronics maker's stock worth $384,000 after acquiring an additional 51 shares during the last quarter. Cullen Frost Bankers Inc. increased its stake in Advanced Energy Industries by 40.6% during the fourth quarter. Cullen Frost Bankers Inc. now owns 194 shares of the electronics maker's stock worth $41,000 after acquiring an additional 56 shares during the last quarter. Finally, CIBC Private Wealth Group LLC increased its stake in shares of Advanced Energy Industries by 6.8% in the fourth quarter. CIBC Private Wealth Group LLC now owns 906 shares of the electronics maker's stock worth $190,000 after buying an additional 58 shares during the last quarter. Institutional investors and hedge funds own 99.67% of the company's stock.

Advanced Energy Industries Trading Down 9.8%

Shares of AEIS opened at $314.43 on Wednesday. The stock's 50-day moving average price is $323.27 and its 200 day moving average price is $326.23. The company has a quick ratio of 2.94, a current ratio of 3.79 and a debt-to-equity ratio of 0.78. The firm has a market capitalization of $12.59 billion, a price-to-earnings ratio of 58.66 and a beta of 1.29. Advanced Energy Industries, Inc. has a 12-month low of $143.38 and a 12-month high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last released its quarterly earnings data on Monday, August 3rd. The electronics maker reported $2.74 EPS for the quarter, topping analysts' consensus estimates of $2.21 by $0.53. Advanced Energy Industries had a net margin of 10.77% and a return on equity of 20.75%. The company had revenue of $574.10 million during the quarter, compared to the consensus estimate of $544.41 million. During the same period last year, the firm earned $1.50 EPS. The firm's revenue for the quarter was up 30.0% compared to the same quarter last year. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. As a group, research analysts predict that Advanced Energy Industries, Inc. will post 9.18 earnings per share for the current year.

Advanced Energy Industries Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Monday, August 24th will be paid a $0.10 dividend. The ex-dividend date of this dividend is Monday, August 24th. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.1%. Advanced Energy Industries's dividend payout ratio is 7.46%.

Analysts Set New Price Targets

Several research firms have recently weighed in on AEIS. Weiss Ratings downgraded shares of Advanced Energy Industries from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, May 29th. TD Cowen lifted their price objective on shares of Advanced Energy Industries from $350.00 to $370.00 and gave the stock a "hold" rating in a report on Tuesday, August 4th. Citigroup boosted their target price on shares of Advanced Energy Industries from $435.00 to $460.00 and gave the company a "buy" rating in a research note on Tuesday, August 4th. Zacks Research raised shares of Advanced Energy Industries from a "hold" rating to a "strong-buy" rating in a report on Thursday, July 30th. Finally, Morgan Stanley boosted their price target on shares of Advanced Energy Industries from $421.00 to $439.00 and gave the stock an "overweight" rating in a research report on Tuesday, August 4th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $409.50.

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.

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