Tema Etfs LLC Purchases 12,180 Shares of Advanced Energy Industries, Inc. $AEIS

Key Points

• Tema Etfs LLC increased its stake in Advanced Energy by 88.8%, buying 12,180 shares to hold 25,895 shares worth about $5.42 million at the end of the quarter.
• Advanced Energy posted stronger-than-expected Q results (EPS $1.94 vs. $1.76 est.; revenue $489.4M, +17.8% YoY), the stock was up ~3.1%, and analysts hold a consensus "Moderate Buy" with an average target of $318.50.
• Significant insider selling has occurred recently — the CEO sold 50,000 shares (~$15.8M) and the EVP sold 4,314 shares; insiders have sold 57,512 shares (~$18.2M) in the past 90 days while institutional investors own ~99.67% of the stock.

Tema Etfs LLC raised its position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) by 88.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 25,895 shares of the electronics maker's stock after buying an additional 12,180 shares during the period. Tema Etfs LLC owned about 0.07% of Advanced Energy Industries worth $5,422,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the business. Bank of America Corp DE grew its position in Advanced Energy Industries by 2.2% during the 2nd quarter. Bank of America Corp DE now owns 946,649 shares of the electronics maker's stock worth $125,431,000 after acquiring an additional 20,573 shares during the last quarter. Massachusetts Financial Services Co. MA raised its position in Advanced Energy Industries by 18.3% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 719,867 shares of the electronics maker's stock valued at $122,478,000 after purchasing an additional 111,467 shares during the last quarter. GW&K Investment Management LLC boosted its stake in Advanced Energy Industries by 51.5% in the third quarter. GW&K Investment Management LLC now owns 699,780 shares of the electronics maker's stock worth $119,062,000 after purchasing an additional 237,895 shares in the last quarter. Analog Century Management LP acquired a new position in Advanced Energy Industries in the third quarter worth $79,507,000. Finally, Norges Bank bought a new stake in shares of Advanced Energy Industries during the second quarter worth $58,766,000. 99.67% of the stock is owned by institutional investors and hedge funds.

Advanced Energy Industries Stock Up 3.1%

AEIS stock opened at $332.82 on Thursday. The company has a market cap of $12.60 billion, a P/E ratio of 87.13, a PEG ratio of 2.36 and a beta of 1.35. Advanced Energy Industries, Inc. has a twelve month low of $75.01 and a twelve month high of $360.00. The business has a fifty day moving average of $305.25 and a 200-day moving average of $239.53.

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

Advanced Energy Industries Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the company. Stifel Nicolaus raised their target price on Advanced Energy Industries from $310.00 to $325.00 and gave the company a "buy" rating in a research note on Wednesday, February 11th. Bank of America increased their price objective on shares of Advanced Energy Industries from $260.00 to $300.00 and gave the stock a "buy" rating in a report on Thursday, January 22nd. Weiss Ratings restated a "hold (c+)" rating on shares of Advanced Energy Industries in a research report on Friday, March 27th. Needham & Company LLC boosted their target price on shares of Advanced Energy Industries from $290.00 to $330.00 and gave the stock a "buy" rating in a research note on Wednesday, February 11th. Finally, Robert W. Baird upped their target price on shares of Advanced Energy Industries from $315.00 to $360.00 and gave the stock an "outperform" rating in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat, Advanced Energy Industries has a consensus rating of "Moderate Buy" and an average price target of $318.50.

Insider Activity at Advanced Energy Industries

In other news, EVP Paul R. Oldham sold 4,314 shares of Advanced Energy Industries 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 sale, the executive vice president owned 22,217 shares in the company, valued at $7,020,349.83. The trade was a 16.26% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Stephen Douglas Kelley sold 50,000 shares of the stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $316.62, for a total transaction of $15,831,000.00. Following the completion of the transaction, the chief executive officer owned 80,376 shares in the company, valued at $25,448,649.12. This represents a 38.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 57,512 shares of company stock worth $18,210,172 over the last 90 days. Insiders own 1.20% of the company's stock.

Advanced Energy Industries Profile

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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