Envestnet Portfolio Solutions Inc. Raises Stake in Advanced Energy Industries, Inc. $AEIS

Key Points

• Envestnet Portfolio Solutions Inc. increased its stake in Advanced Energy Industries, Inc. by 65.7%, owning 8,455 shares valued at approximately $1,120,000 as of the latest SEC filing.
• Advanced Energy Industries reported $1.50 earnings per share for the last quarter, exceeding analysts' expectations, and experienced a 21.0% year-over-year revenue increase.
• The company declared a quarterly dividend of $0.10, reflecting an annualized yield of 0.2%, with a payout ratio of 18.10%.

Envestnet Portfolio Solutions Inc. raised its position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) by 65.7% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,455 shares of the electronics maker's stock after purchasing an additional 3,352 shares during the quarter. Envestnet Portfolio Solutions Inc.'s holdings in Advanced Energy Industries were worth $1,120,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the company. Yousif Capital Management LLC lifted its holdings in Advanced Energy Industries by 0.9% during the second quarter. Yousif Capital Management LLC now owns 14,120 shares of the electronics maker's stock valued at $1,871,000 after purchasing an additional 127 shares in the last quarter. CWM LLC lifted its holdings in Advanced Energy Industries by 67.6% during the second quarter. CWM LLC now owns 1,805 shares of the electronics maker's stock valued at $239,000 after purchasing an additional 728 shares in the last quarter. Vanguard Personalized Indexing Management LLC lifted its holdings in Advanced Energy Industries by 9.5% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 6,817 shares of the electronics maker's stock valued at $903,000 after purchasing an additional 589 shares in the last quarter. Blue Trust Inc. lifted its holdings in Advanced Energy Industries by 6.0% during the second quarter. Blue Trust Inc. now owns 3,135 shares of the electronics maker's stock valued at $415,000 after purchasing an additional 178 shares in the last quarter. Finally, Blair William & Co. IL purchased a new position in Advanced Energy Industries during the second quarter valued at approximately $253,000. Hedge funds and other institutional investors own 99.67% of the company's stock.

Advanced Energy Industries Trading Down 0.1%

Shares of AEIS opened at $191.98 on Friday. The company's fifty day moving average is $163.69 and its 200 day moving average is $134.77. Advanced Energy Industries, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $195.23. The stock has a market capitalization of $7.24 billion, a PE ratio of 86.87, a P/E/G ratio of 1.52 and a beta of 1.55. The company has a debt-to-equity ratio of 0.45, a quick ratio of 2.97 and a current ratio of 4.09.

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

Advanced Energy Industries Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, September 5th. Investors of record on Monday, August 25th were given a $0.10 dividend. This represents a $0.40 annualized dividend and a yield of 0.2%. The ex-dividend date was Monday, August 25th. Advanced Energy Industries's payout ratio is currently 18.10%.

Insiders Place Their Bets

In related news, EVP John Donaghey sold 1,000 shares of the business's stock in a transaction on Wednesday, August 13th. The shares were 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 in the company, valued at approximately $1,611,961.17. The trade was a 9.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 1.20% of the company's stock.

Analysts Set New Price Targets

Several equities analysts have recently commented on AEIS shares. Zacks Research raised shares of Advanced Energy Industries from a "hold" rating to a "strong-buy" rating in a report on Wednesday, September 10th. Wall Street Zen raised shares of Advanced Energy Industries from a "buy" rating to a "strong-buy" rating in a report on Saturday, August 9th. Benchmark boosted their target price on shares of Advanced Energy Industries from $130.00 to $150.00 and gave the stock a "buy" rating in a report on Wednesday, August 6th. Wells Fargo & Company boosted their target price on shares of Advanced Energy Industries from $110.00 to $130.00 and gave the stock an "equal weight" rating in a report on Friday, June 27th. Finally, KeyCorp boosted their target price on shares of Advanced Energy Industries from $180.00 to $195.00 and gave the stock an "overweight" rating in a report on Friday, October 10th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $154.44.

Advanced Energy Industries Company 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.

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