Three Seasons Wealth LLC Acquires Shares of 1,755 Applied Materials, Inc. $AMAT

Three Seasons Wealth LLC acquired a new position in shares of Applied Materials, Inc. (NASDAQ:AMAT) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 1,755 shares of the manufacturing equipment provider’s stock, valued at approximately $451,000.

A number of other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC grew its position in Applied Materials by 28.0% in the fourth quarter. Brighton Jones LLC now owns 12,674 shares of the manufacturing equipment provider’s stock worth $2,061,000 after acquiring an additional 2,771 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Applied Materials by 26.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,225 shares of the manufacturing equipment provider’s stock valued at $590,000 after purchasing an additional 679 shares in the last quarter. Forefront Wealth Partners LLC acquired a new stake in shares of Applied Materials in the 2nd quarter valued at $410,000. Schnieders Capital Management LLC. lifted its stake in shares of Applied Materials by 30.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 15,003 shares of the manufacturing equipment provider’s stock valued at $2,747,000 after purchasing an additional 3,469 shares during the last quarter. Finally, VestGen Advisors LLC boosted its holdings in Applied Materials by 52.9% in the second quarter. VestGen Advisors LLC now owns 4,525 shares of the manufacturing equipment provider’s stock worth $828,000 after purchasing an additional 1,565 shares in the last quarter. Institutional investors and hedge funds own 80.56% of the company’s stock.

Applied Materials Trading Up 5.8%

Shares of AMAT opened at $341.79 on Wednesday. The company has a current ratio of 2.71, a quick ratio of 1.94 and a debt-to-equity ratio of 0.30. The stock has a market cap of $271.25 billion, a PE ratio of 34.98, a PEG ratio of 1.44 and a beta of 1.65. Applied Materials, Inc. has a 1 year low of $123.74 and a 1 year high of $395.95. The stock has a 50 day simple moving average of $345.44 and a 200-day simple moving average of $279.09.

Applied Materials (NASDAQ:AMAT) last issued its earnings results on Thursday, February 12th. The manufacturing equipment provider reported $2.38 EPS for the quarter, beating the consensus estimate of $2.21 by $0.17. Applied Materials had a net margin of 27.78% and a return on equity of 37.52%. The company had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.88 billion. During the same quarter in the previous year, the company earned $2.38 EPS. The firm’s revenue for the quarter was down 2.1% compared to the same quarter last year. Applied Materials has set its Q2 2026 guidance at 2.440-2.840 EPS. On average, sell-side analysts predict that Applied Materials, Inc. will post 9.38 EPS for the current fiscal year.

Applied Materials Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 0.6%. This is a boost from Applied Materials’s previous quarterly dividend of $0.46. The ex-dividend date is Thursday, May 21st. Applied Materials’s dividend payout ratio (DPR) is presently 18.83%.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the company. Needham & Company LLC increased their price objective on Applied Materials from $390.00 to $440.00 and gave the company a “buy” rating in a report on Friday, February 13th. Royal Bank Of Canada set a $430.00 target price on Applied Materials in a report on Friday, February 13th. Susquehanna raised Applied Materials from a “neutral” rating to a “positive” rating and upped their target price for the stock from $180.00 to $400.00 in a research report on Sunday, January 11th. B. Riley Financial reiterated a “buy” rating and set a $450.00 price target (up from $400.00) on shares of Applied Materials in a report on Friday, February 13th. Finally, Jefferies Financial Group lifted their price target on shares of Applied Materials from $260.00 to $360.00 and gave the company a “buy” rating in a research report on Monday, December 15th. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Applied Materials has an average rating of “Moderate Buy” and a consensus price target of $363.46.

Insiders Place Their Bets

In other news, CAO Adam Sanders sold 534 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $379.16, for a total transaction of $202,471.44. Following the completion of the sale, the chief accounting officer owned 4,625 shares of the company’s stock, valued at approximately $1,753,615. This trade represents a 10.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Judy Bruner sold 2,500 shares of Applied Materials stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $391.71, for a total transaction of $979,275.00. Following the completion of the transaction, the director owned 26,089 shares of the company’s stock, valued at $10,219,322.19. This trade represents a 8.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 12,003 shares of company stock valued at $4,484,189. 0.30% of the stock is currently owned by insiders.

Applied Materials Company Profile

Applied Materials, Inc is a U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials. Headquartered in Santa Clara, California, the company designs and sells capital equipment and related technologies that enable production of integrated circuits, display panels and materials used across the electronics supply chain.

Applied Materials’ offerings include process equipment and factory software that support critical steps in device fabrication, such as deposition, etch, implantation, inspection and metrology, as well as systems for packaging and advanced heterogeneous integration.