Troluce Capital Advisors LLC Acquires Shares of 65,000 Advanced Energy Industries, Inc. $AEIS

Key Points

• Troluce Capital Advisors acquired 65,000 Advanced Energy Industries shares worth approximately $24.2 million, making AEIS its fifth-largest holding and representing 2.5% of its portfolio. Institutional investors collectively own 99.67% of the company.
• Advanced Energy reported quarterly EPS of $2.74, beating estimates of $2.21, while revenue rose 30% year over year to $574.1 million. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $409.50.
• Company insiders sold 26,586 shares worth approximately $8.4 million over the past 90 days, including substantial sales by the COO and an executive vice president.

Troluce Capital Advisors LLC acquired a new position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund acquired 65,000 shares of the electronics maker's stock, valued at approximately $24,237,000. Advanced Energy Industries comprises 2.5% of Troluce Capital Advisors LLC's investment portfolio, making the stock its 5th biggest holding. Troluce Capital Advisors LLC owned approximately 0.16% of Advanced Energy Industries at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. PDT Partners LLC bought a new position in Advanced Energy Industries during the 2nd quarter valued at $23,188,000. Reinhart Partners LLC. bought a new stake in shares of Advanced Energy Industries in the 2nd quarter worth about $3,433,000. Handelsbanken Fonder AB raised its stake in shares of Advanced Energy Industries by 83.7% in the 4th quarter. Handelsbanken Fonder AB now owns 91,446 shares of the electronics maker's stock valued at $19,146,000 after purchasing an additional 41,654 shares in the last quarter. Pacer Advisors Inc. bought a new position in shares of Advanced Energy Industries during the first quarter worth about $1,939,000. Finally, Dana Investment Advisors Inc. lifted its position in shares of Advanced Energy Industries by 11.7% during the fourth quarter. Dana Investment Advisors Inc. now owns 64,236 shares of the electronics maker's stock worth $13,449,000 after purchasing an additional 6,715 shares during the last quarter. 99.67% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP Elizabeth Vonne sold 907 shares of the firm's stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $290.05, for a total value of $263,075.35. Following the sale, the executive vice president directly owned 9,805 shares in the company, valued at $2,843,940.25. This trade represents a 8.47% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Eduardo Acebedo sold 24,771 shares of Advanced Energy Industries stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $315.48, for a total value of $7,814,755.08. Following the sale, the chief operating officer directly owned 23,109 shares in the company, valued at $7,290,427.32. The trade was a 51.74% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 26,586 shares of company stock worth $8,379,904. Corporate insiders own 1.30% of the company's stock.

Advanced Energy Industries Stock Performance

Shares of AEIS opened at $280.90 on Friday. The firm has a fifty day moving average of $302.75 and a 200-day moving average of $326.07. The company has a market cap of $11.25 billion, a price-to-earnings ratio of 52.41 and a beta of 1.31. The company has a debt-to-equity ratio of 0.78, a quick ratio of 2.94 and a current ratio of 3.79. Advanced Energy Industries, Inc. has a 1 year low of $150.08 and a 1 year high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last released its quarterly earnings data on Monday, August 3rd. The electronics maker reported $2.74 earnings per share for the quarter, topping analysts' consensus estimates of $2.21 by $0.53. The business had revenue of $574.10 million for the quarter, compared to analysts' expectations of $544.41 million. Advanced Energy Industries had a net margin of 10.77% and a return on equity of 20.75%. The company's revenue for the quarter was up 30.0% compared to the same quarter last year. During the same quarter last year, the company earned $1.50 EPS. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. As a group, equities analysts anticipate that Advanced Energy Industries, Inc. will post 9.5 earnings per share for the current year.

Advanced Energy Industries Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Monday, August 24th were paid a $0.10 dividend. The ex-dividend date was Monday, August 24th. This represents a $0.40 annualized dividend and a dividend yield of 0.1%. Advanced Energy Industries's dividend payout ratio (DPR) is presently 7.46%.

Wall Street Analysts Forecast Growth

AEIS has been the subject of several research analyst reports. Susquehanna boosted their price objective on Advanced Energy Industries from $430.00 to $535.00 and gave the company a "positive" rating in a report on Tuesday, June 30th. Needham & Company LLC reiterated a "buy" rating and issued a $400.00 target price on shares of Advanced Energy Industries in a research report on Tuesday, August 4th. Citigroup boosted their price target on Advanced Energy Industries from $435.00 to $460.00 and gave the company a "buy" rating in a report on Tuesday, August 4th. TD Cowen upped their price target on Advanced Energy Industries from $350.00 to $370.00 and gave the company a "hold" rating in a research report on Tuesday, August 4th. Finally, Wall Street Zen upgraded Advanced Energy Industries from a "hold" rating to a "buy" rating in a research note on Saturday, June 27th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat, Advanced Energy Industries has an average rating of "Moderate Buy" and an average price target of $409.50.

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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