LPL Financial LLC Increases Position in Advanced Energy Industries, Inc. $AEIS

Key Points

• LPL Financial LLC increased its stake in Advanced Energy Industries, owning 30,749 shares worth approximately $2.93 million after a 14.6% growth during the first quarter.
• The company reported $1.50 EPS and revenue of $441.50 million for the last quarter, surpassing analysts' estimates and marking a 21.0% year-over-year increase.
• Advanced Energy Industries declared a quarterly dividend of $0.10 per share, representing an annualized yield of 0.3% with a dividend payout ratio of 18.10%.

LPL Financial LLC grew its stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) by 14.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 30,749 shares of the electronics maker's stock after acquiring an additional 3,911 shares during the quarter. LPL Financial LLC owned about 0.08% of Advanced Energy Industries worth $2,931,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Sequoia Financial Advisors LLC grew its stake in Advanced Energy Industries by 9.4% during the 1st quarter. Sequoia Financial Advisors LLC now owns 2,169 shares of the electronics maker's stock worth $207,000 after buying an additional 187 shares during the last quarter. GAMMA Investing LLC grew its stake in Advanced Energy Industries by 65.1% during the 1st quarter. GAMMA Investing LLC now owns 2,032 shares of the electronics maker's stock worth $194,000 after buying an additional 801 shares during the last quarter. Teacher Retirement System of Texas purchased a new position in Advanced Energy Industries during the 1st quarter worth $914,000. Vontobel Holding Ltd. grew its stake in Advanced Energy Industries by 13.9% during the 1st quarter. Vontobel Holding Ltd. now owns 6,372 shares of the electronics maker's stock worth $607,000 after buying an additional 780 shares during the last quarter. Finally, QRG Capital Management Inc. grew its stake in Advanced Energy Industries by 6.7% during the 1st quarter. QRG Capital Management Inc. now owns 5,622 shares of the electronics maker's stock worth $536,000 after buying an additional 355 shares during the last quarter. 99.67% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on AEIS shares. Wells Fargo & Company boosted their target price on Advanced Energy Industries from $110.00 to $130.00 and gave the stock an "equal weight" rating in a research note on Friday, June 27th. Needham & Company LLC boosted their target price on Advanced Energy Industries from $135.00 to $155.00 and gave the stock a "buy" rating in a research note on Wednesday, August 6th. KeyCorp boosted their target price on Advanced Energy Industries from $150.00 to $160.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 15th. Zacks Research upgraded Advanced Energy Industries to a "hold" rating in a research note on Tuesday, August 12th. Finally, TD Cowen lifted their price target on Advanced Energy Industries from $118.00 to $140.00 and gave the stock a "hold" rating in a research report on Wednesday, August 6th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and four have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $138.90.

Advanced Energy Industries Stock Performance

AEIS traded up $0.33 on Thursday, reaching $148.07. 232,466 shares of the stock were exchanged, compared to its average volume of 512,265. The company's 50-day moving average price is $140.40 and its 200 day moving average price is $119.16. Advanced Energy Industries, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $163.07. The company has a debt-to-equity ratio of 0.45, a current ratio of 4.09 and a quick ratio of 2.97. The firm has a market capitalization of $5.59 billion, a PE ratio of 67.00, a PEG ratio of 1.20 and a beta of 1.52.

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

Advanced Energy Industries Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 5th. Stockholders of record on Monday, August 25th will be issued a $0.10 dividend. This represents a $0.40 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, August 25th. Advanced Energy Industries's payout ratio is 18.10%.

Insider Activity

In other news, EVP Paul R. Oldham sold 1,173 shares of the business's stock in a transaction dated Friday, June 20th. The stock was sold at an average price of $131.29, for a total value of $154,003.17. Following the completion of the transaction, the executive vice president owned 31,006 shares of the company's stock, valued at $4,070,777.74. The trade was a 3.65% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP John Donaghey sold 2,000 shares of the business's stock in a transaction dated Wednesday, July 9th. The shares were sold at an average price of $140.00, for a total value of $280,000.00. Following the completion of the transaction, the executive vice president directly owned 11,029 shares of the company's stock, valued at approximately $1,544,060. This trade represents a 15.35% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders sold 4,173 shares of company stock valued at $594,733. Insiders own 1.20% of the company's stock.

Advanced Energy Industries 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.