Corient Private Wealth LP Raises Position in Advanced Energy Industries, Inc. $AEIS

Key Points

• Corient Private Wealth increased its Advanced Energy Industries stake by 46.2% in the second quarter, bringing its holdings to 12,906 shares valued at $4.81 million. Institutional investors collectively own 99.67% of the company.
• Advanced Energy reported quarterly EPS of $2.74, beating estimates by $0.53, while revenue rose 30% year over year to $574.1 million. The company issued third-quarter 2026 EPS guidance of $2.75–$3.25.
• Analyst sentiment remains positive, with a “Moderate Buy” consensus and an average price target of $409.50 versus a recent share price of $262.20. However, insiders sold 27,218 shares worth approximately $8.56 million during the last quarter.

Corient Private Wealth LP grew its stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) by 46.2% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,906 shares of the electronics maker's stock after purchasing an additional 4,080 shares during the quarter. Corient Private Wealth LP's holdings in Advanced Energy Industries were worth $4,812,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of AEIS. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in Advanced Energy Industries in the 2nd quarter valued at about $5,765,000. Kintra Wealth LLC raised its stake in shares of Advanced Energy Industries by 3.9% during the 2nd quarter. Kintra Wealth LLC now owns 1,092 shares of the electronics maker's stock worth $407,000 after purchasing an additional 41 shares during the period. Troluce Capital Advisors LLC purchased a new position in Advanced Energy Industries in the second quarter valued at about $24,237,000. HB Wealth Management LLC boosted its stake in Advanced Energy Industries by 67.0% in the second quarter. HB Wealth Management LLC now owns 1,558 shares of the electronics maker's stock valued at $581,000 after acquiring an additional 625 shares during the last quarter. Finally, AlphaGrep UK Ltd bought a new position in shares of Advanced Energy Industries during the 2nd quarter valued at approximately $303,000. Hedge funds and other institutional investors own 99.67% of the company's stock.

Advanced Energy Industries Price Performance

AEIS opened at $262.20 on Friday. The firm has a market cap of $10.50 billion, a PE ratio of 48.92 and a beta of 1.31. The stock has a 50-day moving average price of $292.36 and a 200-day moving average price of $321.95. Advanced Energy Industries, Inc. has a 1 year low of $163.13 and a 1 year high of $397.44. The company has a debt-to-equity ratio of 0.78, a current ratio of 3.79 and a quick ratio of 2.94.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last announced its quarterly earnings results on Monday, August 3rd. The electronics maker reported $2.74 earnings per share for the quarter, beating the consensus estimate of $2.21 by $0.53. The company had revenue of $574.10 million during the quarter, compared to the consensus estimate of $544.41 million. Advanced Energy Industries had a net margin of 10.77% and a return on equity of 20.75%. The firm's quarterly revenue was up 30.0% compared to the same quarter last year. During the same quarter last year, the firm earned $1.50 earnings per share. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. Sell-side analysts predict that Advanced Energy Industries, Inc. will post 9.5 earnings per share for the current fiscal year.

Advanced Energy Industries Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Monday, August 24th were given a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date was Monday, August 24th. Advanced Energy Industries's dividend payout ratio is 7.46%.

Analysts Set New Price Targets

AEIS has been the subject of several recent research reports. Morgan Stanley lifted their price objective on Advanced Energy Industries from $421.00 to $439.00 and gave the stock an "overweight" rating in a report on Tuesday, August 4th. Citigroup boosted their price objective on shares of Advanced Energy Industries from $435.00 to $460.00 and gave the company a "buy" rating in a research report on Tuesday, August 4th. Zacks Research raised shares of Advanced Energy Industries from a "hold" rating to a "strong-buy" rating in a research report on Thursday, July 30th. Cantor Fitzgerald reiterated an "overweight" rating on shares of Advanced Energy Industries in a research report on Tuesday, August 4th. Finally, Wells Fargo & Company upgraded shares of Advanced Energy Industries from an "equal weight" rating to an "overweight" rating and raised their price objective for the stock from $345.00 to $465.00 in a report on Wednesday, July 1st. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $409.50.

Insiders Place Their Bets

In other news, EVP Elizabeth Vonne sold 632 shares of the business's stock in a transaction on Tuesday, September 8th. The shares were sold at an average price of $288.14, for a total transaction of $182,104.48. Following the completion of the sale, the executive vice president owned 9,177 shares of the company's stock, valued at $2,644,260.78. The trade was a 6.44% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, COO Eduardo Acebedo sold 24,771 shares of the firm's stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $315.48, for a total value of $7,814,755.08. Following the completion of the transaction, the chief operating officer directly owned 23,109 shares in the company, valued at approximately $7,290,427.32. This represents a 51.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 27,218 shares of company stock valued at $8,562,008. 1.30% of the stock is owned by company insiders.

About Advanced Energy Industries

Advanced Energy Industries, Inc NASDAQ: AEIS designs and manufactures highly engineered power conversion, measurement and control solutions. Its products help customers generate, control, convert, distribute and measure electrical power in demanding applications that require precision, reliability and high performance.

The company's product portfolio includes direct-current and alternating-current power systems, high-voltage power supplies, radio-frequency power systems, pulsed power solutions, power delivery systems, measurement instruments and thermal-management products.

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