Compton Wealth Advisory Group LLC Makes New $270,000 Investment in Advanced Energy Industries, Inc. $AEIS

Key Points

• Compton Wealth Advisory Group LLC has established a new investment in Advanced Energy Industries, Inc. ($AEIS), purchasing 2,040 shares valued at approximately $270,000 in the second quarter.
• Advanced Energy Industries experienced a significant increase in institutional ownership, with firms like GAMMA Investing LLC boosting their stake by over 15,000% in the first quarter.
• The company reported earnings of $1.50 per share for the latest quarter, surpassing analysts' expectations and achieving a 21% revenue increase year-over-year.

Compton Wealth Advisory Group LLC acquired a new stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 2,040 shares of the electronics maker's stock, valued at approximately $270,000.

Several other institutional investors also recently modified their holdings of AEIS. Janus Henderson Group PLC boosted its position in shares of Advanced Energy Industries by 6.9% during the fourth quarter. Janus Henderson Group PLC now owns 16,988 shares of the electronics maker's stock valued at $1,966,000 after buying an additional 1,100 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in shares of Advanced Energy Industries by 4.0% during the fourth quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 21,308 shares of the electronics maker's stock valued at $2,464,000 after buying an additional 813 shares during the last quarter. Quantinno Capital Management LP boosted its position in shares of Advanced Energy Industries by 8.7% during the fourth quarter. Quantinno Capital Management LP now owns 3,255 shares of the electronics maker's stock valued at $376,000 after buying an additional 260 shares during the last quarter. ProShare Advisors LLC lifted its holdings in Advanced Energy Industries by 44.4% in the fourth quarter. ProShare Advisors LLC now owns 11,285 shares of the electronics maker's stock valued at $1,305,000 after acquiring an additional 3,471 shares during the period. Finally, State of Wyoming lifted its holdings in Advanced Energy Industries by 23.2% in the fourth quarter. State of Wyoming now owns 1,699 shares of the electronics maker's stock valued at $196,000 after acquiring an additional 320 shares during the period. 99.67% of the stock is owned by hedge funds and other institutional investors.

Advanced Energy Industries Price Performance

AEIS traded up $0.41 on Monday, hitting $174.76. 441,356 shares of the company's stock traded hands, compared to its average volume of 366,456. The company's 50 day simple moving average is $150.35 and its 200-day simple moving average is $125.20. The firm has a market cap of $6.59 billion, a price-to-earnings ratio of 79.08, a P/E/G ratio of 1.38 and a beta of 1.57. Advanced Energy Industries, Inc. has a one year low of $75.01 and a one year high of $175.18. The company has a current ratio of 4.09, a quick ratio of 2.97 and a debt-to-equity ratio of 0.45.

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

Advanced Energy Industries Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 5th. Shareholders of record on Monday, August 25th were paid a $0.10 dividend. The ex-dividend date of this dividend was Monday, August 25th. This represents a $0.40 dividend on an annualized basis and a yield of 0.2%. Advanced Energy Industries's payout ratio is presently 18.10%.

Insider Transactions at Advanced Energy Industries

In other Advanced Energy Industries news, EVP John Donaghey sold 1,000 shares of Advanced Energy Industries stock in a transaction that occurred on Wednesday, August 13th. The stock was sold at an average price of $160.73, for a total value of $160,730.00. Following the sale, the executive vice president owned 10,029 shares of the company's stock, valued at $1,611,961.17. The trade was a 9.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. 1.20% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several analysts recently issued reports on AEIS shares. Stifel Nicolaus set a $150.00 target price on shares of Advanced Energy Industries and gave the company a "buy" rating in a research report on Monday, August 4th. Zacks Research upgraded shares of Advanced Energy Industries from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, September 10th. Wells Fargo & Company boosted their target price on shares of Advanced Energy Industries from $110.00 to $130.00 and gave the company an "equal weight" rating in a research report on Friday, June 27th. Benchmark raised their price objective on Advanced Energy Industries from $130.00 to $150.00 and gave the stock a "buy" rating in a research note on Wednesday, August 6th. Finally, Wall Street Zen raised Advanced Energy Industries from a "buy" rating to a "strong-buy" rating in a research note on Saturday, August 9th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $140.90.

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.