Strs Ohio Purchases 27,000 Shares of Advanced Energy Industries, Inc. $AEIS

Key Points

• Strs Ohio increased its stake in Advanced Energy Industries (NASDAQ:AEIS) by 692.3%, buying 27,000 shares to hold 30,900 shares worth about $6.47 million (roughly 0.08% of the company) as of the latest 13F filing.
• AEIS reported a Q1 beat — non‑GAAP EPS $2.09 and revenue $511M with non‑GAAP gross margin above 40% — but issued Q2 guidance of $1.93–$2.43 EPS and $520M–$560M revenue, which, along with a $48M inventory build and late‑day selling, prompted near‑term stock weakness.
• Insiders sold a total of 58,478 shares (~$18.6M) last quarter while institutional ownership sits at 99.67%, and several analysts have raised price targets leaving a consensus rating of Moderate Buy.

Strs Ohio boosted its position in Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) by 692.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 30,900 shares of the electronics maker's stock after acquiring an additional 27,000 shares during the period. Strs Ohio owned 0.08% of Advanced Energy Industries worth $6,470,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Azzad Asset Management Inc. ADV boosted its holdings in Advanced Energy Industries by 0.4% in the third quarter. Azzad Asset Management Inc. ADV now owns 10,720 shares of the electronics maker's stock worth $1,824,000 after acquiring an additional 45 shares in the last quarter. Allworth Financial LP boosted its holdings in Advanced Energy Industries by 9.2% in the third quarter. Allworth Financial LP now owns 582 shares of the electronics maker's stock worth $99,000 after acquiring an additional 49 shares in the last quarter. EverSource Wealth Advisors LLC boosted its holdings in Advanced Energy Industries by 19.9% in the third quarter. EverSource Wealth Advisors LLC now owns 374 shares of the electronics maker's stock worth $64,000 after acquiring an additional 62 shares in the last quarter. D.A. Davidson & CO. boosted its holdings in Advanced Energy Industries by 3.5% in the third quarter. D.A. Davidson & CO. now owns 1,860 shares of the electronics maker's stock worth $316,000 after acquiring an additional 63 shares in the last quarter. Finally, Huntington National Bank boosted its holdings in Advanced Energy Industries by 14.4% in the third quarter. Huntington National Bank now owns 541 shares of the electronics maker's stock worth $92,000 after acquiring an additional 68 shares in the last quarter. Institutional investors own 99.67% of the company's stock.

Key Headlines Impacting Advanced Energy Industries

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

• Positive Sentiment: Q1 results beat expectations: non‑GAAP EPS $2.09 and revenue $511M, driven by broad demand across end markets. Advanced Energy Reports First Quarter 2026 Results
• Positive Sentiment: Gross margin milestone — management highlighted non‑GAAP gross margin above 40%, signaling improved product mix and pricing leverage. Advanced Energy Reports First Quarter 2026 Results
• Neutral Sentiment: Company provided Q2 FY2026 guidance: revenue $520M–$560M and non‑GAAP EPS $1.93–$2.43 (consensus ~ $1.94 EPS, revenue ~$524M) — guidance spans the street and leaves room for interpretation. Q2 Guidance (press release / slide deck)
• Neutral Sentiment: Company hosted a conference call and published slides; investors can review management’s commentary for color on supply, bookings, and margin drivers. Listen to Conference Call / Slide Deck
• Negative Sentiment: Q2 EPS low end slightly below consensus — the lower bound of the EPS range worried some investors and fueled a near‑term re‑rating despite the Q1 beat. AEIS slides as Q2 outlook underwhelms (Quiver)
• Negative Sentiment: Operating cash flow swung to a modest outflow in Q1 tied to a ~$48M inventory build to support demand — investors worry about working capital timing and near‑term cash conversion. Inventory build and cash flow note (Quiver)
• Negative Sentiment: Significant insider selling has been reported over recent months, which may amplify negative sentiment among some investors. Insider trading summary (Quiver)
• Negative Sentiment: Late‑day price weakness after the release — several outlets noted the stock sold off despite the beat, suggesting short‑term profit‑taking and concern about near‑term guidance. AEIS tops views but stock tumbles late (MSN)

Insider Buying and Selling

In other news, Director Brian Shirley sold 1,234 shares of the company's stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $310.19, for a total value of $382,774.46. Following the completion of the transaction, the director directly owned 5,584 shares of the company's stock, valued at $1,732,100.96. This represents a 18.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Paul R. Oldham sold 4,314 shares of the stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $315.99, for a total value of $1,363,180.86. Following the transaction, the executive vice president directly owned 22,217 shares of the company's stock, valued at approximately $7,020,349.83. This trade represents a 16.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 58,478 shares of company stock valued at $18,567,013 over the last quarter. Corporate insiders own 1.30% of the company's stock.

Analyst Ratings Changes

Several analysts have recently commented on the company. Robert W. Baird increased their price objective on Advanced Energy Industries from $315.00 to $360.00 and gave the stock an "outperform" rating in a research note on Monday, March 30th. TD Cowen reissued a "hold" rating on shares of Advanced Energy Industries in a research note on Wednesday, February 11th. Wall Street Zen raised Advanced Energy Industries from a "hold" rating to a "buy" rating in a research note on Saturday, March 7th. KeyCorp increased their price objective on Advanced Energy Industries from $330.00 to $375.00 and gave the stock an "overweight" rating in a research note on Monday, March 2nd. Finally, Wells Fargo & Company increased their price objective on Advanced Energy Industries from $300.00 to $340.00 and gave the stock an "equal weight" rating in a research note on Tuesday, April 7th. Eight equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $322.50.

Advanced Energy Industries Stock Down 0.5%

AEIS stock opened at $387.03 on Tuesday. The firm has a market cap of $14.65 billion, a PE ratio of 101.32, a P/E/G ratio of 2.85 and a beta of 1.40. The business has a 50 day moving average of $341.89 and a 200-day moving average of $269.24. Advanced Energy Industries, Inc. has a 12-month low of $106.48 and a 12-month high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last released its earnings results on Monday, May 4th. The electronics maker reported $2.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.96 by $0.13. The company had revenue of $511.00 million during the quarter, compared to analyst estimates of $505.81 million. Advanced Energy Industries had a return on equity of 15.72% and a net margin of 8.25%.Advanced Energy Industries's quarterly revenue was up 26.3% on a year-over-year basis. During the same period in the prior year, the company posted $1.23 earnings per share. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. On average, research analysts expect that Advanced Energy Industries, Inc. will post 7.05 earnings per share for the current year.

Advanced Energy Industries Announces Dividend

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