Man Group plc Acquires Shares of 32,931 Advanced Energy Industries, Inc. $AEIS

Key Points

• Man Group initiated a position in Advanced Energy Industries, buying 32,931 shares valued at approximately $12.3 million. Institutional investors collectively own 99.67% of the company.
• Advanced Energy reported a strong quarter, with EPS of $2.74 versus the $2.21 consensus and revenue of $574.1 million, up 30% year over year. Analysts maintain a “Moderate Buy” consensus and an average price target of $409.50.
• The company declared a quarterly dividend of $0.10 per share, while insiders have sold approximately $8.4 million of stock over the past 90 days, including significant sales by executives Elizabeth Karpinski Vonne and Eduardo Bernal Acebedo.

Man Group plc bought a new position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 32,931 shares of the electronics maker's stock, valued at approximately $12,279,000. Man Group plc owned approximately 0.08% of Advanced Energy Industries as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in Advanced Energy Industries during the 2nd quarter valued at about $27,000. Whittier Trust Co. of Nevada Inc. purchased a new position in Advanced Energy Industries in the 1st quarter worth approximately $29,000. Root Financial Partners LLC boosted its holdings in shares of Advanced Energy Industries by 33.3% during the 1st quarter. Root Financial Partners LLC now owns 108 shares of the electronics maker's stock worth $35,000 after purchasing an additional 27 shares during the last quarter. Meeder Asset Management Inc. purchased a new stake in shares of Advanced Energy Industries in the second quarter valued at approximately $42,000. Finally, Kemnay Advisory Services Inc. acquired a new stake in shares of Advanced Energy Industries in the fourth quarter valued at approximately $25,000. 99.67% of the stock is owned by hedge funds and other institutional investors.

Advanced Energy Industries Trading Up 1.4%

NASDAQ AEIS opened at $287.09 on Friday. The company has a debt-to-equity ratio of 0.78, a current ratio of 3.79 and a quick ratio of 2.94. The stock has a market capitalization of $11.50 billion, a P/E ratio of 53.56 and a beta of 1.29. The firm's 50-day moving average is $314.13 and its two-hundred day moving average is $327.34. Advanced Energy Industries, Inc. has a 12 month low of $144.09 and a 12 month high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last announced its quarterly earnings results on Monday, August 3rd. The electronics maker reported $2.74 earnings per share for the quarter, beating 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 business had revenue of $574.10 million during the quarter, compared to analysts' expectations of $544.41 million. During the same period last year, the business earned $1.50 earnings per share. The business'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, sell-side analysts anticipate that Advanced Energy Industries, Inc. will post 9.5 earnings per share for the current year.

Advanced Energy Industries Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Monday, August 24th will be given a $0.10 dividend. The ex-dividend date of this dividend is Monday, August 24th. This represents a $0.40 dividend on an annualized basis and a yield of 0.1%. Advanced Energy Industries's payout ratio is presently 7.46%.

Analysts Set New Price Targets

AEIS has been the topic of a number of analyst reports. Bank of America lifted their price objective on Advanced Energy Industries from $430.00 to $450.00 and gave the stock a "buy" rating in a research report on Tuesday, June 23rd. Susquehanna boosted their price target on shares of Advanced Energy Industries from $430.00 to $535.00 and gave the company a "positive" rating in a research report on Tuesday, June 30th. Seaport Research Partners raised shares of Advanced Energy Industries from a "neutral" rating to a "buy" rating and set a $410.00 price objective for the company in a report on Tuesday, August 4th. Needham & Company LLC reaffirmed a "buy" rating and set a $400.00 target price on shares of Advanced Energy Industries in a research note on Tuesday, August 4th. Finally, Morgan Stanley boosted their target price on shares of Advanced Energy Industries from $421.00 to $439.00 and gave the company an "overweight" rating in a report on Tuesday, August 4th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $409.50.

Key Stories Impacting Advanced Energy Industries

Here are the key news stories impacting Advanced Energy Industries this week:

• Positive Sentiment: Analysts raised multiple EPS forecasts. Zacks Research increased its estimates for Advanced Energy’s third-quarter 2026 EPS to $2.68 from $1.72 and its full-year 2026 forecast to $9.28 from $7.68. It also raised its FY2027 estimate to $8.52 from $7.03 and FY2028 EPS to $8.78 from $6.83, while maintaining a “Strong-Buy” rating. The revisions suggest improving expectations for the electronics maker’s earnings growth. Wall Street Analysts Predict a 54.39% Upside in Advanced Energy
• Positive Sentiment: Upside potential remains significant according to the consensus target. A Zacks report cited a consensus price target implying approximately 54.4% upside. However, the report cautioned that price targets alone have limited predictive value; upward earnings-estimate revisions are considered the more meaningful near-term catalyst.
• Neutral Sentiment: Recent operating momentum supports the bullish outlook. Advanced Energy’s latest reported quarter exceeded consensus on both earnings and revenue, with EPS of $2.74 versus an expected $2.21 and revenue of $574.1 million versus $544.4 million. Revenue grew 30% year over year, though the shares remain valued at a relatively high forward-looking multiple.
• Negative Sentiment: An executive reduced her holdings. EVP Elizabeth Karpinski Vonne sold 907 shares for approximately $263,000 at an average price of $290.05, reducing her position by 8.47%. The sale was disclosed in an SEC filing and may create modest sentiment pressure, although it represents a small portion of her remaining ownership.

Insiders Place Their Bets

In other Advanced Energy Industries 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 in the company, valued at $3,563,668.16. This represents a 7.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Eduardo Bernal Acebedo sold 24,771 shares of the firm's stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $315.48, for a total value of $7,814,755.08. Following the transaction, the chief operating officer owned 23,109 shares of the company's stock, valued at approximately $7,290,427.32. This represents a 51.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 26,586 shares of company stock worth $8,379,904 over the last 90 days. 1.30% of the stock is owned by insiders.

About Advanced Energy Industries

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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