733 Shares in Applied Materials, Inc. $AMAT Acquired by Pathway Financial Advisers LLC

Pathway Financial Advisers LLC bought a new stake in shares of Applied Materials, Inc. (NASDAQ:AMAT) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 733 shares of the manufacturing equipment provider’s stock, valued at approximately $251,000.

Several other large investors have also recently made changes to their positions in AMAT. Brighton Jones LLC lifted its stake in Applied Materials by 28.0% during the 4th quarter. Brighton Jones LLC now owns 12,674 shares of the manufacturing equipment provider’s stock valued at $2,061,000 after acquiring an additional 2,771 shares during the period. Sivia Capital Partners LLC increased its stake in shares of Applied Materials by 26.7% in the second quarter. Sivia Capital Partners LLC now owns 3,225 shares of the manufacturing equipment provider’s stock worth $590,000 after acquiring an additional 679 shares during the period. Forefront Wealth Partners LLC acquired a new stake in shares of Applied Materials in the second quarter worth $410,000. Schnieders Capital Management LLC. raised its holdings in shares of Applied Materials by 30.1% during the second quarter. Schnieders Capital Management LLC. now owns 15,003 shares of the manufacturing equipment provider’s stock worth $2,747,000 after purchasing an additional 3,469 shares during the last quarter. Finally, Sei Investments Co. raised its holdings in shares of Applied Materials by 59.3% during the second quarter. Sei Investments Co. now owns 422,694 shares of the manufacturing equipment provider’s stock worth $77,383,000 after purchasing an additional 157,426 shares during the last quarter. 80.56% of the stock is owned by institutional investors.

Applied Materials News Summary

Here are the key news stories impacting Applied Materials this week:

• Positive Sentiment: KeyBanc, Cantor Fitzgerald, and Bank of America all turned more bullish on AMAT, with multiple price-target hikes and fresh upside calls ahead of earnings, reinforcing the view that demand for chip-making equipment remains strong. Why Applied Materials Shares Are Surging Monday
• Positive Sentiment: The stock has been one of the biggest winners in the semiconductor space, with June marking its best monthly rally since 1975 as AI infrastructure spending lifted estimates and investor sentiment. Stock Of The Day: Is This The Top For Applied Materials?
• Positive Sentiment: Erste Group raised its FY2026 and FY2027 earnings estimates for Applied Materials, signaling confidence that earnings growth can continue beyond the current year. Applied Materials, Inc. (NASDAQ:AMAT)
• Neutral Sentiment: Several articles note the stock is technically very extended and “overbought,” which suggests momentum is strong but also raises the risk of a near-term pullback after the huge run-up. Stock Of The Day: Is This The Top For Applied Materials?
• Neutral Sentiment: Applied Materials was also added to the Russell Top 50 Index, which can boost visibility and passive fund ownership, though the impact is more about flows than fundamentals. Applied Materials (AMAT) Joins Russell Top 50 After Leaving Value Indexes

Applied Materials Stock Performance

Shares of NASDAQ:AMAT opened at $723.00 on Wednesday. The company has a debt-to-equity ratio of 0.22, a current ratio of 2.51 and a quick ratio of 1.80. Applied Materials, Inc. has a 1 year low of $154.46 and a 1 year high of $739.67. The firm has a market capitalization of $574.03 billion, a PE ratio of 67.89, a P/E/G ratio of 1.93 and a beta of 1.67. The business’s 50 day moving average price is $486.16 and its 200-day moving average price is $384.29.

Applied Materials (NASDAQ:AMAT) last announced its quarterly earnings data on Thursday, May 14th. The manufacturing equipment provider reported $2.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.68 by $0.18. The company had revenue of $7.91 billion during the quarter, compared to analysts’ expectations of $7.68 billion. Applied Materials had a net margin of 29.31% and a return on equity of 36.97%. Applied Materials’s revenue was up 11.4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.39 EPS. Applied Materials has set its Q3 2026 guidance at 3.160-3.560 EPS. As a group, equities research analysts expect that Applied Materials, Inc. will post 12.11 earnings per share for the current fiscal year.

Applied Materials Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a $0.53 dividend. The ex-dividend date is Thursday, August 20th. This represents a $2.12 dividend on an annualized basis and a yield of 0.3%. Applied Materials’s payout ratio is currently 19.91%.

Insiders Place Their Bets

In related news, Director Thomas J. Iannotti sold 9,250 shares of the business’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $599.77, for a total value of $5,547,872.50. Following the sale, the director directly owned 40,559 shares in the company, valued at approximately $24,326,071.43. The trade was a 18.57% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Gary E. Dickerson sold 71,727 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $593.75, for a total transaction of $42,587,906.25. Following the completion of the transaction, the chief executive officer owned 1,695,164 shares in the company, valued at approximately $1,006,503,625. This represents a 4.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 199,767 shares of company stock worth $114,104,709. Corporate insiders own 0.30% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on AMAT shares. Deutsche Bank Aktiengesellschaft boosted their price objective on Applied Materials from $450.00 to $550.00 and gave the company a “buy” rating in a report on Friday, May 15th. Seaport Research Partners assumed coverage on Applied Materials in a research report on Monday, May 4th. They set a “buy” rating and a $500.00 price target for the company. KeyCorp boosted their price target on Applied Materials from $550.00 to $750.00 and gave the company an “overweight” rating in a report on Monday. Raymond James Financial set a $650.00 price objective on shares of Applied Materials in a research note on Wednesday, June 10th. Finally, Stifel Nicolaus set a $530.00 target price on shares of Applied Materials in a report on Friday, May 15th. Twenty-seven equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $553.56.

About Applied Materials

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.