Earnest Partners LLC Sells 79,901 Shares of Advanced Energy Industries, Inc. $AEIS

Key Points

• Earnest Partners LLC cut its position in Advanced Energy Industries by 4.9%, selling 79,901 shares and now holds 1,541,967 shares valued at about $262.35 million (≈1.1% of its portfolio).
• AEIS beat quarterly expectations with $1.94 EPS versus $1.76 expected and $489.4M revenue (up 17.8% YoY), gave Q1 2026 EPS guidance of $1.690–$2.190, and analysts project about $3.66 EPS for the year.
• Insiders sold 53,198 shares (~$16.85M) in the last quarter, while analysts hold a consensus "Moderate Buy" rating with an average price target of $308.50 (market cap ≈ $11.4B).

Earnest Partners LLC cut its stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) by 4.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,541,967 shares of the electronics maker's stock after selling 79,901 shares during the quarter. Advanced Energy Industries makes up approximately 1.1% of Earnest Partners LLC's portfolio, making the stock its 16th biggest position. Earnest Partners LLC owned 4.09% of Advanced Energy Industries worth $262,350,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Private Trust Co. NA increased its stake in shares of Advanced Energy Industries by 92.4% in the third quarter. Private Trust Co. NA now owns 152 shares of the electronics maker's stock valued at $26,000 after buying an additional 73 shares during the period. Farther Finance Advisors LLC lifted its stake in shares of Advanced Energy Industries by 203.5% in the third quarter. Farther Finance Advisors LLC now owns 173 shares of the electronics maker's stock worth $29,000 after acquiring an additional 116 shares during the period. EverSource Wealth Advisors LLC lifted its stake in shares of Advanced Energy Industries by 67.7% in the second quarter. EverSource Wealth Advisors LLC now owns 312 shares of the electronics maker's stock worth $41,000 after acquiring an additional 126 shares during the period. Salomon & Ludwin LLC bought a new stake in Advanced Energy Industries in the third quarter valued at approximately $46,000. Finally, Advisors Asset Management Inc. boosted its holdings in Advanced Energy Industries by 47.7% in the first quarter. Advisors Asset Management Inc. now owns 539 shares of the electronics maker's stock valued at $51,000 after acquiring an additional 174 shares during the last quarter. Institutional investors own 99.67% of the company's stock.

Advanced Energy Industries Stock Down 1.2%

Shares of AEIS stock opened at $302.02 on Friday. The company has a market cap of $11.40 billion, a price-to-earnings ratio of 79.06, a price-to-earnings-growth ratio of 2.21 and a beta of 1.35. Advanced Energy Industries, Inc. has a 52 week low of $75.01 and a 52 week high of $350.00. The firm has a 50 day moving average of $283.28 and a 200-day moving average of $224.08.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last released its 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 the consensus estimate of $473.12 million. Advanced Energy Industries had a net margin of 8.25% and a return on equity of 15.72%. Advanced Energy Industries's quarterly revenue was up 17.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.30 EPS. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. Analysts anticipate that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current year.

Advanced Energy Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 6th. Stockholders of record on Monday, February 23rd were issued a dividend of $0.10 per share. The ex-dividend date was Monday, February 23rd. This represents a $0.40 annualized dividend and a dividend yield of 0.1%. Advanced Energy Industries's dividend payout ratio is currently 10.47%.

Insider Activity at Advanced Energy Industries

In other news, Director Lanesha Minnix sold 1,000 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $316.62, for a total transaction of $316,620.00. Following the transaction, the director owned 4,585 shares of the company's stock, valued at $1,451,702.70. This represents a 17.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Elizabeth Karpinski Vonne sold 964 shares of the business's stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $328.42, for a total value of $316,596.88. Following the completion of the sale, the executive vice president directly owned 11,683 shares of the company's stock, valued at $3,836,930.86. The trade was a 7.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 53,198 shares of company stock worth $16,846,991 over the last quarter. Company insiders own 1.20% of the company's stock.

Analysts Set New Price Targets

AEIS has been the subject of several analyst reports. Bank of America raised their price target on shares of Advanced Energy Industries from $260.00 to $300.00 and gave the stock a "buy" rating in a report on Thursday, January 22nd. Susquehanna increased their price objective on shares of Advanced Energy Industries from $300.00 to $375.00 and gave the stock a "positive" rating in a research report on Wednesday, February 11th. TD Cowen restated a "hold" rating on shares of Advanced Energy Industries in a report on Wednesday, February 11th. Citigroup upped their price target on shares of Advanced Energy Industries from $255.00 to $330.00 and gave the company a "buy" rating in a research report on Thursday, February 12th. Finally, Stifel Nicolaus increased their price target on Advanced Energy Industries from $310.00 to $325.00 and gave the stock a "buy" rating in a report on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $308.50.

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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