RM Financial Services LLC Purchases New Shares in Applied Materials, Inc. $AMAT

RM Financial Services LLC acquired a new stake in shares of Applied Materials, Inc. (NASDAQ:AMAT) in the 4th quarter, Holdings Channel reports. The firm acquired 5,150 shares of the manufacturing equipment provider’s stock, valued at approximately $1,323,000. Applied Materials accounts for about 1.2% of RM Financial Services LLC’s holdings, making the stock its 23rd biggest position.

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

Insider Buying and Selling at Applied Materials

In other Applied Materials news, insider Prabu G. Raja sold 50,000 shares of Applied Materials stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $505.28, for a total transaction of $25,264,000.00. Following the sale, the insider owned 356,642 shares of the company’s stock, valued at $180,204,069.76. The trade was a 12.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Brice Hill sold 2,500 shares of the stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $498.86, for a total transaction of $1,247,150.00. Following the completion of the sale, the chief financial officer owned 136,113 shares of the company’s stock, valued at $67,901,331.18. This trade represents a 1.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 53,896 shares of company stock worth $27,135,121. Company insiders own 0.30% of the company’s stock.

Applied Materials Trading Down 0.4%

Shares of Applied Materials stock opened at $497.01 on Thursday. The company has a current ratio of 2.51, a quick ratio of 1.80 and a debt-to-equity ratio of 0.22. Applied Materials, Inc. has a twelve month low of $154.46 and a twelve month high of $534.44. The firm has a market capitalization of $394.61 billion, a PE ratio of 46.67, a P/E/G ratio of 1.40 and a beta of 1.67. The firm’s 50-day moving average price is $418.73 and its 200 day moving average price is $348.79.

Applied Materials (NASDAQ:AMAT) last announced its earnings results on Thursday, May 14th. The manufacturing equipment provider reported $2.86 EPS for the quarter, beating analysts’ consensus estimates of $2.68 by $0.18. The business had revenue of $7.91 billion during the quarter, compared to analysts’ expectations of $7.68 billion. Applied Materials had a return on equity of 36.97% and a net margin of 29.31%.The business’s revenue was up 11.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.39 earnings per share. Applied Materials has set its Q3 2026 guidance at 3.160-3.560 EPS. On average, sell-side analysts predict that Applied Materials, Inc. will post 12.02 EPS for the current fiscal year.

Applied Materials Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued 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 0.4%. Applied Materials’s dividend payout ratio (DPR) is presently 19.91%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on AMAT shares. Barclays boosted their target price on Applied Materials from $450.00 to $500.00 and gave the company an “overweight” rating in a research report on Friday, May 15th. Jefferies Financial Group lifted their price objective on shares of Applied Materials from $415.00 to $510.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. Royal Bank Of Canada boosted their price objective on shares of Applied Materials from $500.00 to $520.00 and gave the company an “outperform” rating in a research report on Friday, May 15th. Citigroup raised their target price on shares of Applied Materials from $420.00 to $520.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. Finally, Seaport Research Partners started coverage on shares of Applied Materials in a research note on Monday, May 4th. They set a “buy” rating and a $500.00 price target for the company. Twenty-seven equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $480.13.

Applied Materials News Summary

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

• Positive Sentiment: Applied Materials received a new Street-high price target from a top Wall Street analyst, reinforcing the view that the stock can still move higher. Applied Materials Stock (AMAT) Scores a New Street-High Price Target from a Top Wall Street Analyst
• Positive Sentiment: The company expanded its Singapore manufacturing and R&D footprint with a $500 million Tampines Campus to support rising AI-chip demand, which highlights long-term growth opportunities in semiconductor equipment. Applied Materials Expands Singapore Manufacturing to Support AI Chip Demand
• Positive Sentiment: Cantor also raised price targets across chip-equipment peers, including Applied Materials, adding to the bullish analyst backdrop for the group. KLA Corp., Lam Research, Applied Materials, ASML in focus as Cantor ups price targets
• Neutral Sentiment: Applied Materials announced a quarterly cash dividend of $0.53 per share, signaling strong capital returns, though the move is usually more supportive than immediately price-driving. Applied Materials Announces Cash Dividend
• Negative Sentiment: Some coverage noted the stock slipping in pre-market trading despite the expansion news, suggesting investors are weighing the capital spending against the long-term AI demand story. AMAT Stock Falls despite Capacity Expansion as AI Fuels Demand for Chipmaking Gears

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.