Wolverine Asset Management LLC Purchases Shares of 5,289 Advanced Energy Industries, Inc. $AEIS

Key Points

• Wolverine Asset Management bought a new stake of 5,289 shares in Advanced Energy (≈$1.107M) in Q4, while institutional investors own about 99.67% of the stock and other large funds (e.g., Congress Asset Management) also made sizable moves, including a new ~$47.5M position.
• Q1 beat but mixed reaction: AEIS reported non‑GAAP EPS $2.09 vs. $1.97 expected and revenue $511M (+26% YoY) with >40% gross‑margin improvement, prompting analyst upgrades, yet a wide Q2 guidance range (EPS $1.93–$2.43) and a slightly low‑end outlook helped trigger an ~10.7% stock drop.
• Operational and insider concerns: Q1 operating cash flow was an outflow (~$6M) and inventory rose ~ $48M, raising working‑capital and margin sustainability worries, while insiders sold ~58,478 shares (~$18.6M) over the last quarter.

Wolverine Asset Management LLC purchased a new stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 5,289 shares of the electronics maker's stock, valued at approximately $1,107,000.

Several other hedge funds have also added to or reduced their stakes in the business. Lisanti Capital Growth LLC acquired a new stake in Advanced Energy Industries during the third quarter worth approximately $3,464,000. Envestnet Asset Management Inc. lifted its position in Advanced Energy Industries by 6.8% during the third quarter. Envestnet Asset Management Inc. now owns 262,517 shares of the electronics maker's stock worth $44,665,000 after acquiring an additional 16,607 shares during the last quarter. Tributary Capital Management LLC lifted its position in Advanced Energy Industries by 92.5% during the third quarter. Tributary Capital Management LLC now owns 344,654 shares of the electronics maker's stock worth $58,639,000 after acquiring an additional 165,655 shares during the last quarter. Congress Asset Management Co. acquired a new stake in Advanced Energy Industries during the fourth quarter worth approximately $47,502,000. Finally, Elevation Point Wealth Partners LLC lifted its position in Advanced Energy Industries by 595.2% during the third quarter. Elevation Point Wealth Partners LLC now owns 5,068 shares of the electronics maker's stock worth $862,000 after acquiring an additional 4,339 shares during the last quarter. Institutional investors and hedge funds own 99.67% of the company's stock.

Key Stories Impacting Advanced Energy Industries

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

• Positive Sentiment: Q1 beat on top and bottom lines: non‑GAAP EPS $2.09 vs. $1.97 expected and revenue $511M (+26% YoY); management highlighted >40% gross margin improvement, driven by AI and data‑center demand. Business Wire: Q1 Results
• Positive Sentiment: Multiple analysts raised targets/ratings after the print (Needham to $400 buy; Baird to $380 outperform; others trimmed/raised targets), signalling continued analyst conviction in the secular demand story. Benzinga: Analyst Moves
• Neutral Sentiment: Board announced a small quarterly dividend of $0.10/share (record May 25, payable June 5); a modest yield, unlikely to materially move valuation but supportive to income investors.
• Neutral Sentiment: Company set Q2 revenue guidance of $520M–$560M, roughly in line with street revenue expectations but a wide range that leaves near‑term visibility ambiguous. Slide Deck / Guidance
• Negative Sentiment: Q2 EPS guidance came in at $1.93–$2.43 — the low end slightly below consensus — and the wide band disappointed investors expecting clearer upside, contributing to the intraday sell‑off. Investor's Business Daily: Q2 Guidance Reaction
• Negative Sentiment: Quality and cash‑flow concerns: Q1 operating cash flow was an outflow (≈$6M) and inventory rose by roughly $48M to support demand — investors worry about working capital drag and margin sustainability. QuiverQuant: Guidance & Cash Flow
• Negative Sentiment: Significant insider selling flagged by data aggregators (multiple exec sales in past 6 months), which can amplify short‑term negative sentiment even if sales are pre‑planned. QuiverQuant: Insider Activity

Analyst Ratings Changes

AEIS has been the subject of several research reports. Weiss Ratings restated a "hold (c+)" rating on shares of Advanced Energy Industries in a research report on Friday, March 27th. Susquehanna lifted their target price on Advanced Energy Industries from $375.00 to $430.00 and gave the stock a "positive" rating in a report on Tuesday. Bank of America lifted their target price on Advanced Energy Industries from $260.00 to $300.00 and gave the stock a "buy" rating in a report on Thursday, January 22nd. TD Cowen lifted their target price on Advanced Energy Industries from $300.00 to $350.00 and gave the stock a "hold" rating in a report on Tuesday. Finally, KeyCorp lifted their target price on Advanced Energy Industries from $375.00 to $415.00 and gave the stock an "overweight" rating in a report on Tuesday. Eight investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $355.50.

Advanced Energy Industries Stock Down 10.7%

AEIS stock opened at $345.63 on Wednesday. The company has a market cap of $13.08 billion, a PE ratio of 72.76, a price-to-earnings-growth ratio of 2.80 and a beta of 1.40. The business has a 50-day simple moving average of $342.18 and a 200 day simple moving average of $270.34. Advanced Energy Industries, Inc. has a 52 week low of $106.48 and a 52 week high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last posted its quarterly earnings results on Monday, May 4th. The electronics maker reported $2.09 EPS for the quarter, beating analysts' consensus estimates of $1.97 by $0.12. Advanced Energy Industries had a return on equity of 18.25% and a net margin of 10.00%.The business had revenue of $511.00 million during the quarter, compared to the consensus estimate of $505.81 million. During the same quarter in the previous year, the firm earned $1.23 earnings per share. Advanced Energy Industries's revenue for the quarter was up 26.3% compared to the same quarter last year. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. On average, analysts anticipate that Advanced Energy Industries, Inc. will post 7.14 EPS for the current fiscal year.

Advanced Energy Industries Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Monday, May 25th will be given a dividend of $0.10 per share. This represents a $0.40 annualized dividend and a yield of 0.1%. The ex-dividend date is Friday, May 22nd. Advanced Energy Industries's payout ratio is currently 8.42%.

Insider Buying and Selling at Advanced Energy Industries

In other Advanced Energy Industries news, Director Lanesha Minnix sold 1,000 shares of the business's stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $316.62, for a total transaction of $316,620.00. Following the completion of the transaction, the director directly owned 4,585 shares in the company, valued at $1,451,702.70. The trade was a 17.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Elizabeth Karpinski Vonne sold 966 shares of the business's stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $369.40, for a total value of $356,840.40. Following the transaction, the executive vice president directly owned 11,616 shares of the company's stock, valued at approximately $4,290,950.40. The trade was a 7.68% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 58,478 shares of company stock valued at $18,567,013. 1.30% of the stock is currently owned by insiders.

Advanced Energy Industries Company 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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