Jefferies Financial Group Inc. Makes New $1.60 Million Investment in Advanced Energy Industries, Inc. $AEIS

Key Points

• Jefferies Financial Group disclosed a new fourth-quarter stake in Advanced Energy Industries, buying 7,650 shares worth about $1.6 million.
• Insider selling has been notable, with EVP Elizabeth Karpinski Vonne and Director Brian Shirley both selling shares, and insiders selling 56,514 shares in the last quarter overall.
• Analysts remain mostly positive: several firms raised price targets, and the stock now has a consensus “Moderate Buy” rating with an average target price of $358.

Jefferies Financial Group Inc. bought a new stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 7,650 shares of the electronics maker's stock, valued at approximately $1,602,000.

A number of other institutional investors have also recently modified their holdings of AEIS. Royal Bank of Canada lifted its position in shares of Advanced Energy Industries by 16.5% during the 1st quarter. Royal Bank of Canada now owns 11,155 shares of the electronics maker's stock valued at $1,063,000 after acquiring an additional 1,578 shares during the period. Advisors Asset Management Inc. lifted its position in shares of Advanced Energy Industries by 47.7% during the 1st 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 period. AQR Capital Management LLC bought a new stake in shares of Advanced Energy Industries during the 1st quarter valued at $468,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Advanced Energy Industries by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 22,278 shares of the electronics maker's stock valued at $2,123,000 after acquiring an additional 970 shares during the period. Finally, United Services Automobile Association bought a new stake in shares of Advanced Energy Industries during the 1st quarter valued at $228,000. 99.67% of the stock is currently owned by institutional investors.

Insider Activity at Advanced Energy Industries

In other news, EVP Elizabeth Karpinski Vonne sold 966 shares of the stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $369.40, for a total value of $356,840.40. Following the completion of the transaction, the executive vice president directly owned 11,616 shares in the company, valued at approximately $4,290,950.40. This represents a 7.68% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Brian Shirley sold 1,234 shares of the stock in a transaction on Friday, March 13th. The shares were sold at an average price of $310.19, for a total value of $382,774.46. Following the completion of the transaction, the director owned 5,584 shares of the company's stock, valued at $1,732,100.96. The trade was a 18.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 56,514 shares of company stock valued at $17,933,796. 1.30% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on AEIS shares. Stifel Nicolaus boosted their target price on shares of Advanced Energy Industries from $310.00 to $325.00 and gave the company a "buy" rating in a research report on Wednesday, February 11th. Wall Street Zen upgraded shares of Advanced Energy Industries from a "hold" rating to a "buy" rating in a research report on Saturday, March 7th. Wells Fargo & Company boosted their target price on shares of Advanced Energy Industries from $340.00 to $345.00 and gave the company an "equal weight" rating in a research report on Tuesday, May 5th. Needham & Company LLC boosted their target price on shares of Advanced Energy Industries from $330.00 to $400.00 and gave the company a "buy" rating in a research report on Tuesday, May 5th. Finally, Citigroup boosted their target price on shares of Advanced Energy Industries from $385.00 to $410.00 and gave the company a "buy" rating in a research report on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $358.00.

Advanced Energy Industries Stock Performance

Shares of AEIS opened at $328.34 on Thursday. The business's fifty day moving average is $346.55 and its 200-day moving average is $285.10. Advanced Energy Industries, Inc. has a 52-week low of $112.68 and a 52-week high of $397.44. The firm has a market cap of $12.49 billion, a price-to-earnings ratio of 69.12, a PEG ratio of 1.48 and a beta of 1.40.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last posted its quarterly earnings results on Monday, May 4th. The electronics maker reported $2.09 earnings per share for the quarter, beating analysts' consensus estimates of $1.97 by $0.12. Advanced Energy Industries had a net margin of 10.00% and a return on equity of 17.99%. The company had revenue of $511.00 million for the quarter, compared to the consensus estimate of $505.81 million. During the same period last year, the company posted $1.23 EPS. The firm's quarterly revenue was up 26.3% compared to the same quarter last year. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. As a group, research analysts forecast that Advanced Energy Industries, Inc. will post 7.65 EPS for the current fiscal year.

Advanced Energy Industries Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Monday, May 25th will be paid a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date is Friday, May 22nd. Advanced Energy Industries's dividend payout ratio (DPR) is presently 8.42%.

Advanced Energy Industries Company 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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