NorthCrest Asset Manangement LLC Grows Stock Position in Advanced Energy Industries, Inc. $AEIS

NorthCrest Asset Manangement LLC raised its holdings in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 50.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,837 shares of the electronics maker’s stock after acquiring an additional 2,952 shares during the quarter. NorthCrest Asset Manangement LLC’s holdings in Advanced Energy Industries were worth $1,530,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently modified their holdings of AEIS. Private Trust Co. NA grew its position in shares of Advanced Energy Industries by 92.4% in the third quarter. Private Trust Co. NA now owns 152 shares of the electronics maker’s stock valued at $26,000 after purchasing an additional 73 shares during the last quarter. Farther Finance Advisors LLC lifted its stake in Advanced Energy Industries by 203.5% in the 3rd quarter. Farther Finance Advisors LLC now owns 173 shares of the electronics maker’s stock valued at $29,000 after buying an additional 116 shares in the last quarter. Bessemer Group Inc. grew its holdings in Advanced Energy Industries by 98.3% during the 2nd quarter. Bessemer Group Inc. now owns 234 shares of the electronics maker’s stock valued at $31,000 after buying an additional 116 shares during the last quarter. UMB Bank n.a. increased its position in Advanced Energy Industries by 42.9% during the second quarter. UMB Bank n.a. now owns 313 shares of the electronics maker’s stock worth $41,000 after buying an additional 94 shares in the last quarter. Finally, EverSource Wealth Advisors LLC raised its holdings in shares of Advanced Energy Industries by 67.7% in the second quarter. EverSource Wealth Advisors LLC now owns 312 shares of the electronics maker’s stock worth $41,000 after acquiring an additional 126 shares during the last quarter. Hedge funds and other institutional investors own 99.67% of the company’s stock.

Insider Activity

In other Advanced Energy Industries news, EVP Paul R. Oldham sold 8,174 shares of the company’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $203.11, for a total transaction of $1,660,221.14. Following the completion of the sale, the executive vice president directly owned 24,792 shares in the company, valued at $5,035,503.12. This represents a 24.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Tina Donikowski sold 2,257 shares of Advanced Energy Industries stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $210.33, for a total value of $474,714.81. Following the completion of the transaction, the director directly owned 8,248 shares in the company, valued at $1,734,801.84. This represents a 21.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.20% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently commented on AEIS shares. Susquehanna raised Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 12th. KeyCorp upped their target price on shares of Advanced Energy Industries from $240.00 to $280.00 and gave the company an “overweight” rating in a report on Friday. Robert W. Baird set a $190.00 price target on shares of Advanced Energy Industries in a research note on Monday, October 27th. Needham & Company LLC lifted their price target on shares of Advanced Energy Industries from $225.00 to $290.00 and gave the stock a “buy” rating in a report on Friday, January 16th. Finally, Cowen reissued a “hold” rating on shares of Advanced Energy Industries in a research note on Wednesday, November 5th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $249.44.

Advanced Energy Industries Stock Down 1.1%

AEIS opened at $250.95 on Wednesday. The stock has a market capitalization of $9.47 billion, a price-to-earnings ratio of 65.87, a price-to-earnings-growth ratio of 1.22 and a beta of 1.39. Advanced Energy Industries, Inc. has a 12 month low of $75.01 and a 12 month high of $264.00. The company has a debt-to-equity ratio of 0.43, a current ratio of 4.10 and a quick ratio of 3.01. The business has a 50-day moving average of $217.22 and a two-hundred day moving average of $183.72.

Advanced Energy Industries (NASDAQ:AEIS) last released its earnings results on Tuesday, November 4th. The electronics maker reported $1.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.47 by $0.27. Advanced Energy Industries had a net margin of 8.41% and a return on equity of 14.27%. The firm had revenue of $463.30 million during the quarter, compared to the consensus estimate of $441.54 million. During the same period in the previous year, the firm earned $0.98 earnings per share. Advanced Energy Industries’s revenue was up 23.8% compared to the same quarter last year. Advanced Energy Industries has set its Q4 2025 guidance at 1.500-2.000 EPS. On average, research analysts expect that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current year.

Advanced Energy Industries Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, December 5th. Shareholders of record on Monday, November 24th were given a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend was Monday, November 24th. Advanced Energy Industries’s payout ratio is 10.50%.

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.