Massachusetts Financial Services Co. MA Has $118.59 Million Stock Position in Advanced Energy Industries, Inc. $AEIS

Key Points

• Massachusetts Financial Services cut its stake in Advanced Energy by 21.3%, selling 153,449 shares and leaving 566,418 shares valued at $118.59 million (about 1.50% of the company), while institutional investors collectively own 99.67% of the stock.
• Analysts have been raising targets and ratings for AEIS, leaving an average price target of $322.50 and a consensus rating of “Moderate Buy”, with top targets reaching $375.
• Advanced Energy beat Q4 estimates with $1.94 EPS and $489.4M revenue, issued Q1 2026 guidance of $1.690–2.190 EPS, and now trades near its 52‑week high with a market cap of $14.34 billion.

Massachusetts Financial Services Co. MA decreased its position in Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) by 21.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 566,418 shares of the electronics maker's stock after selling 153,449 shares during the period. Massachusetts Financial Services Co. MA owned approximately 1.50% of Advanced Energy Industries worth $118,591,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Greenleaf Trust acquired a new position in shares of Advanced Energy Industries in the 4th quarter valued at $221,000. Azzad Asset Management Inc. ADV boosted its stake in Advanced Energy Industries by 1.7% in the 4th quarter. Azzad Asset Management Inc. ADV now owns 10,902 shares of the electronics maker's stock worth $2,283,000 after purchasing an additional 182 shares during the period. Portside Wealth Group LLC acquired a new position in Advanced Energy Industries in the 4th quarter worth $300,000. Sowell Financial Services LLC acquired a new position in Advanced Energy Industries in the 4th quarter worth $262,000. Finally, Harbor Capital Advisors Inc. boosted its stake in Advanced Energy Industries by 32.7% in the 4th quarter. Harbor Capital Advisors Inc. now owns 12,651 shares of the electronics maker's stock worth $2,649,000 after purchasing an additional 3,120 shares during the period. Institutional investors and hedge funds own 99.67% of the company's stock.

Analysts Set New Price Targets

AEIS has been the topic of several analyst reports. Wall Street Zen raised shares of Advanced Energy Industries from a "hold" rating to a "buy" rating in a research report on Saturday, March 7th. Wells Fargo & Company upped their target price on shares of Advanced Energy Industries from $300.00 to $340.00 and gave the company an "equal weight" rating in a report on Tuesday, April 7th. Robert W. Baird upped their target price on shares of Advanced Energy Industries from $315.00 to $360.00 and gave the company an "outperform" rating in a report on Monday, March 30th. Susquehanna upped their target price on shares of Advanced Energy Industries from $300.00 to $375.00 and gave the company a "positive" rating in a report on Wednesday, February 11th. Finally, Needham & Company LLC upped their target price on shares of Advanced Energy Industries from $290.00 to $330.00 and gave the company a "buy" rating in a report on Wednesday, February 11th. Eight research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $322.50.

Insiders Place Their Bets

In related news, EVP Elizabeth Karpinski Vonne sold 964 shares of the stock in a transaction that occurred on 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 transaction, the executive vice president owned 11,683 shares of the company's stock, valued at $3,836,930.86. This represents a 7.62% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Paul R. Oldham sold 4,314 shares of the stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $315.99, for a total transaction of $1,363,180.86. Following the completion of the transaction, the executive vice president directly owned 22,217 shares of the company's stock, valued at approximately $7,020,349.83. The trade was a 16.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 57,512 shares of company stock worth $18,210,172 over the last 90 days. Insiders own 1.30% of the company's stock.

Advanced Energy Industries Stock Performance

Shares of AEIS opened at $378.94 on Tuesday. The firm's 50-day simple moving average is $319.77 and its 200 day simple moving average is $250.58. Advanced Energy Industries, Inc. has a 52 week low of $82.64 and a 52 week high of $385.97. The firm has a market cap of $14.34 billion, a P/E ratio of 99.20, a price-to-earnings-growth ratio of 2.78 and a beta of 1.35.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last announced its earnings results on Tuesday, February 10th. The electronics maker reported $1.94 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.76 by $0.18. The firm had revenue of $489.40 million for the quarter, compared to analyst estimates of $473.12 million. Advanced Energy Industries had a net margin of 8.25% and a return on equity of 15.72%. The business's revenue was up 17.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.30 EPS. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. As a group, equities analysts forecast that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current year.

Advanced Energy Industries Dividend Announcement

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

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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