Sandler Capital Management Purchases New Holdings in Advanced Energy Industries, Inc. $AEIS

Key Points

• Sandler Capital Management acquired a total of 20,872 shares of Advanced Energy Industries, Inc. for approximately $1,989,000, marking a small ownership stake of 0.06% as of the latest SEC filing.
• Wall Street analysts have recently upgraded Advanced Energy Industries' stock rating, with firms increasing target prices, including TD Cowen raising it from $118.00 to $140.00.
• The company announced a quarterly dividend of $0.10 per share, paid to shareholders on September 5th, representing an annualized dividend yield of 0.3%.

Sandler Capital Management purchased a new stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) during the first quarter, according to its most recent 13F filing with the SEC. The firm purchased 20,872 shares of the electronics maker's stock, valued at approximately $1,989,000. Sandler Capital Management owned approximately 0.06% of Advanced Energy Industries as of its most recent filing with the SEC.

Other large investors have also recently modified their holdings of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Advanced Energy Industries by 4.6% during the first 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 last quarter. AQR Capital Management LLC acquired a new stake in shares of Advanced Energy Industries in the 1st quarter worth $468,000. Ardsley Advisory Partners LP grew its stake in Advanced Energy Industries by 24.0% during the 1st quarter. Ardsley Advisory Partners LP now owns 31,000 shares of the electronics maker's stock worth $2,955,000 after buying an additional 6,000 shares during the last quarter. Advisors Asset Management Inc. increased its position in 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 buying an additional 174 shares in the last quarter. Finally, Amundi increased its position in Advanced Energy Industries by 22.7% during the 1st quarter. Amundi now owns 23,813 shares of the electronics maker's stock valued at $2,270,000 after buying an additional 4,408 shares in the last quarter. Institutional investors own 99.67% of the company's stock.

Advanced Energy Industries Stock Performance

Advanced Energy Industries stock traded up $2.31 during mid-day trading on Thursday, hitting $159.56. The company had a trading volume of 301,802 shares, compared to its average volume of 354,877. The company has a market capitalization of $6.02 billion, a price-to-earnings ratio of 72.20, a P/E/G ratio of 1.23 and a beta of 1.57. Advanced Energy Industries, Inc. has a 12-month low of $75.01 and a 12-month high of $163.07. The company's fifty day moving average is $146.54 and its 200-day moving average is $122.33. The company has a current ratio of 4.09, a quick ratio of 2.97 and a debt-to-equity ratio of 0.45.

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

Advanced Energy Industries Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, September 5th. Investors of record on Monday, August 25th were paid a $0.10 dividend. This represents a $0.40 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Monday, August 25th. Advanced Energy Industries's payout ratio is currently 18.10%.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the company. Stifel Nicolaus set a $150.00 price target on Advanced Energy Industries and gave the stock a "buy" rating in a research note on Monday, August 4th. KeyCorp lifted their target price on shares of Advanced Energy Industries from $160.00 to $180.00 and gave the stock an "overweight" rating in a research note on Wednesday, August 27th. Benchmark upped their price target on shares of Advanced Energy Industries from $130.00 to $150.00 and gave the company a "buy" rating in a research note on Wednesday, August 6th. TD Cowen raised their price target on shares of Advanced Energy Industries from $118.00 to $140.00 and gave the stock a "hold" rating in a report on Wednesday, August 6th. Finally, Zacks Research raised shares of Advanced Energy Industries to a "hold" rating in a report on Tuesday, August 12th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and four have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, Advanced Energy Industries presently has a consensus rating of "Moderate Buy" and a consensus price target of $140.90.

Insider Buying and Selling

In other Advanced Energy Industries news, EVP Paul R. Oldham sold 1,173 shares of the stock in a transaction that occurred on Friday, June 20th. The stock was sold at an average price of $131.29, for a total transaction of $154,003.17. Following the transaction, the executive vice president owned 31,006 shares in the company, valued at approximately $4,070,777.74. This represents a 3.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP John Donaghey sold 2,000 shares of the business's stock in a transaction that occurred on 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 sale, the executive vice president owned 11,029 shares of the company's stock, valued at $1,544,060. This trade represents a 15.35% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 4,173 shares of company stock worth $594,733 in the last quarter. 1.20% of the stock is currently owned by company insiders.

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.