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

Key Points

• Corient Private Wealth acquired 12,987 shares of Advanced Energy Industries valued at approximately $4.79 million. Institutional investors collectively own 99.67% of the company.
• Advanced Energy reported quarterly earnings of $2.74 per share, exceeding estimates of $2.21, while revenue rose 30% year over year to $574.1 million. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $409.50.
• Company insiders sold 26,586 shares worth approximately $8.38 million over the past 90 days, including a 24,771-share sale by the COO. Advanced Energy also declared a quarterly dividend of $0.10 per share.

Corient Private Wealth LP purchased a new stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 12,987 shares of the electronics maker's stock, valued at approximately $4,790,000.

Other institutional investors have also added to or reduced their stakes in the company. Kemnay Advisory Services Inc. bought a new stake in shares of Advanced Energy Industries during the 4th quarter valued at $25,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in shares of Advanced Energy Industries in the 2nd quarter worth about $27,000. Whittier Trust Co. of Nevada Inc. bought a new position in shares of Advanced Energy Industries in the 1st quarter worth about $29,000. Twin Tree Management LP bought a new position in shares of Advanced Energy Industries in the 4th quarter worth about $32,000. Finally, Danske Bank A S purchased a new position in Advanced Energy Industries during the 3rd quarter valued at about $34,000. Institutional investors own 99.67% of the company's stock.

Insiders Place Their Bets

In other news, EVP Elizabeth Karpinski Vonne sold 908 shares of the company's stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $332.68, for a total transaction of $302,073.44. Following the transaction, the executive vice president directly owned 10,712 shares of the company's stock, valued at $3,563,668.16. This represents a 7.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, COO Eduardo Bernal Acebedo sold 24,771 shares of the stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $315.48, for a total value of $7,814,755.08. Following the sale, the chief operating officer directly owned 23,109 shares in the company, valued at $7,290,427.32. This trade represents a 51.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 26,586 shares of company stock worth $8,379,904. Corporate insiders own 1.30% of the company's stock.

Wall Street Analyst Weigh In

Several research firms recently commented on AEIS. Bank of America boosted their price objective on shares of Advanced Energy Industries from $430.00 to $450.00 and gave the stock a "buy" rating in a research note on Tuesday, June 23rd. KeyCorp lifted their target price on shares of Advanced Energy Industries from $375.00 to $415.00 and gave the company an "overweight" rating in a report on Tuesday, May 5th. Cantor Fitzgerald reissued an "overweight" rating on shares of Advanced Energy Industries in a research report on Tuesday, August 4th. Seaport Research Partners upgraded Advanced Energy Industries from a "neutral" rating to a "buy" rating and set a $410.00 price target on the stock in a research note on Tuesday, August 4th. Finally, Needham & Company LLC restated a "buy" rating and issued a $400.00 price target on shares of Advanced Energy Industries in a research note on Tuesday, August 4th. One equities 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 company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $409.50.

Advanced Energy Industries Stock Up 1.5%

Shares of Advanced Energy Industries stock opened at $276.86 on Tuesday. The company has a 50-day simple moving average of $309.91 and a two-hundred day simple moving average of $327.28. The stock has a market capitalization of $11.09 billion, a PE ratio of 51.65 and a beta of 1.29. Advanced Energy Industries, Inc. has a 52-week low of $144.09 and a 52-week high of $397.44. The company has a debt-to-equity ratio of 0.78, a quick ratio of 2.94 and a current ratio of 3.79.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last announced its quarterly earnings data on Monday, August 3rd. The electronics maker reported $2.74 earnings per share 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 analyst estimates of $544.41 million. During the same period in the previous year, the business earned $1.50 EPS. The firm's revenue for the quarter was up 30.0% on a year-over-year basis. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. On average, analysts anticipate that Advanced Energy Industries, Inc. will post 9.5 EPS for the current fiscal year.

Advanced Energy Industries Announces Dividend

The firm 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 is Monday, August 24th. This represents a $0.40 annualized dividend and a dividend yield of 0.1%. Advanced Energy Industries's payout ratio is currently 7.46%.

Advanced Energy Industries 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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