Bamco Inc. NY Takes Position in Advanced Energy Industries, Inc. $AEIS

Bamco Inc. NY bought a new position in Advanced Energy Industries, Inc. (NASDAQ:AEIS) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 139,367 shares of the electronics maker’s stock, valued at approximately $51,966,000.

Other hedge funds have also modified their holdings of the company. BlackRock Inc. purchased a new position in shares of Advanced Energy Industries in the second quarter valued at $1,725,045,000. Bank of America Corp DE acquired a new position in Advanced Energy Industries during the 2nd quarter worth $382,342,000. Geode Capital Management LLC increased its holdings in Advanced Energy Industries by 3.1% in the fourth quarter. Geode Capital Management LLC now owns 956,979 shares of the electronics maker’s stock valued at $200,393,000 after buying an additional 28,549 shares during the last quarter. Norges Bank acquired a new stake in shares of Advanced Energy Industries during the 4th quarter valued at approximately $123,403,000. Finally, Franklin Resources Inc. lifted its position in shares of Advanced Energy Industries by 55.4% in the 4th quarter. Franklin Resources Inc. now owns 487,494 shares of the electronics maker’s stock worth $102,067,000 after buying an additional 173,836 shares during the last quarter. 99.67% of the stock is currently owned by hedge funds and other institutional investors.

Advanced Energy Industries Stock Up 2.8%

NASDAQ:AEIS opened at $283.06 on Thursday. The firm has a market capitalization of $11.34 billion, a price-to-earnings ratio of 52.81 and a beta of 1.29. The company has a current ratio of 3.79, a quick ratio of 2.94 and a debt-to-equity ratio of 0.78. The business’s fifty day moving average price is $315.84 and its 200 day moving average price is $327.25. Advanced Energy Industries, Inc. has a 1-year low of $144.09 and a 1-year high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS) last announced its quarterly earnings data on Monday, August 3rd. The electronics maker reported $2.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.21 by $0.53. Advanced Energy Industries had a return on equity of 20.75% and a net margin of 10.77%.The business had revenue of $574.10 million during the quarter, compared to analyst estimates of $544.41 million. During the same period last year, the company earned $1.50 earnings per share. Advanced Energy Industries’s quarterly revenue was up 30.0% compared to the same quarter last year. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. On average, sell-side analysts forecast that Advanced Energy Industries, Inc. will post 9.5 earnings per share for the current fiscal year.

Advanced Energy Industries Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Monday, August 24th will be issued a $0.10 dividend. The ex-dividend date is Monday, August 24th. This represents a $0.40 dividend on an annualized basis and a yield of 0.1%. Advanced Energy Industries’s dividend payout ratio is currently 7.46%.

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. Wells Fargo & Company upgraded Advanced Energy Industries from an “equal weight” rating to an “overweight” rating and boosted their price objective for the company from $345.00 to $465.00 in a research report on Wednesday, July 1st. Bank of America raised their price objective on shares of Advanced Energy Industries from $430.00 to $450.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Seaport Research Partners raised shares of Advanced Energy Industries from a “neutral” rating to a “buy” rating and set a $410.00 price target for the company in a report on Tuesday, August 4th. Zacks Research upgraded shares of Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 30th. Finally, Wall Street Zen raised shares of Advanced Energy Industries from a “hold” rating to a “buy” rating in a research note on Saturday, June 27th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Advanced Energy Industries currently has a consensus rating of “Moderate Buy” and a consensus price target of $409.50.

Advanced Energy Industries News Summary

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

• Positive Sentiment: Broad upward revisions to earnings forecasts: Zacks Research raised its Q3 2026 EPS estimate to $2.68 from $1.72 and increased its FY2026 estimate to $9.28 from $7.68, above the $9.18 consensus. Estimates were also lifted for several 2027 and 2028 quarters, including FY2027 EPS to $8.52 and FY2028 EPS to $8.78. Zacks maintains a “Strong-Buy” rating. MarketBeat Advanced Energy analyst estimates
• Positive Sentiment: Analysts see substantial potential upside: A Zacks report said the consensus price target implies approximately 54.4% upside for AEIS. The report cautioned that price targets alone have limited predictive value, but noted that the positive trend in earnings-estimate revisions is a more constructive near-term signal. Wall Street Analysts Predict a 54.39% Upside in Advanced Energy
• Positive Sentiment: Recent operating momentum supports the revisions: Advanced Energy’s latest reported quarter included $2.74 in EPS versus a $2.21 consensus estimate and revenue of $574.1 million versus expectations of $544.4 million. Revenue increased 30% year over year, reinforcing the case for stronger future results.
• Neutral Sentiment: Institutional signals are mixed: The number of hedge funds holding AEIS reportedly rose 52% in the second quarter, while Baron Discovery Fund sold roughly 60% of its position near $375. This suggests enthusiasm about AI-related demand but also caution among some investors. Hedge Funds Have Flooded Into This AI Power Stock
• Neutral Sentiment: Short-interest data appears unreliable: The report listed short interest at zero shares, making the calculated short-interest ratio unusable and offering no meaningful signal about short-covering activity.

Insider Activity

In other Advanced Energy Industries news, COO Eduardo Bernal Acebedo sold 24,771 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $315.48, for a total transaction of $7,814,755.08. Following the completion of the sale, the chief operating officer owned 23,109 shares of the company’s stock, valued at $7,290,427.32. This represents a 51.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Elizabeth Karpinski Vonne sold 908 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $332.68, for a total value of $302,073.44. Following the transaction, the executive vice president owned 10,712 shares in the company, valued at approximately $3,563,668.16. This trade represents a 7.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.30% 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.