Dimensional Fund Advisors LP Has $210.39 Million Stock Position in Advanced Energy Industries, Inc. $AEIS

Dimensional Fund Advisors LP trimmed its stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 3.9% during the 1st quarter, HoldingsChannel.com reports. The firm owned 652,107 shares of the electronics maker’s stock after selling 26,794 shares during the period. Dimensional Fund Advisors LP’s holdings in Advanced Energy Industries were worth $210,387,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Geode Capital Management LLC raised its holdings in Advanced Energy Industries by 3.1% in the 4th quarter. Geode Capital Management LLC now owns 956,979 shares of the electronics maker’s stock valued at $200,393,000 after acquiring an additional 28,549 shares in the last quarter. Bank of America Corp DE raised its stake in shares of Advanced Energy Industries by 2.2% in the second quarter. Bank of America Corp DE now owns 946,649 shares of the electronics maker’s stock valued at $125,431,000 after purchasing an additional 20,573 shares in the last quarter. Norges Bank bought a new position in Advanced Energy Industries in the fourth quarter worth $123,403,000. Franklin Resources Inc. lifted its position in Advanced Energy Industries by 55.4% in the fourth quarter. Franklin Resources Inc. now owns 487,494 shares of the electronics maker’s stock worth $102,067,000 after purchasing an additional 173,836 shares during the period. Finally, Fuller & Thaler Asset Management Inc. boosted its stake in Advanced Energy Industries by 1,734.1% during the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 427,674 shares of the electronics maker’s stock worth $89,542,000 after buying an additional 404,356 shares in the last quarter. Institutional investors own 99.67% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on AEIS shares. Morgan Stanley started coverage on shares of Advanced Energy Industries in a research note on Wednesday. They issued an “overweight” rating and a $421.00 target price on the stock. Needham & Company LLC increased their price objective on Advanced Energy Industries from $330.00 to $400.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Wall Street Zen upgraded shares of Advanced Energy Industries from a “hold” rating to a “buy” rating in a research report on Saturday, June 27th. Citigroup lifted their price target on shares of Advanced Energy Industries from $410.00 to $435.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Bank of America raised their price target on Advanced Energy Industries from $430.00 to $450.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. Eleven analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $404.25.

Advanced Energy Industries Stock Down 3.5%

Shares of AEIS opened at $303.99 on Friday. The stock’s fifty day simple moving average is $324.27 and its 200-day simple moving average is $317.81. The firm has a market capitalization of $11.56 billion, a PE ratio of 64.00, a price-to-earnings-growth ratio of 1.32 and a beta of 1.25. Advanced Energy Industries, Inc. has a 12-month low of $128.40 and a 12-month high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS) last announced its quarterly earnings data on Monday, May 4th. The electronics maker reported $2.09 earnings per share for the quarter, topping the consensus estimate of $1.97 by $0.12. Advanced Energy Industries had a return on equity of 17.99% and a net margin of 10.00%.The firm had revenue of $511.00 million during the quarter, compared to analysts’ expectations of $505.81 million. During the same period in the previous year, the business posted $1.23 EPS. The company’s quarterly revenue was up 26.3% compared to the same quarter last year. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. Analysts anticipate that Advanced Energy Industries, Inc. will post 7.96 EPS for the current year.

Advanced Energy Industries Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Monday, May 25th were issued a dividend of $0.10 per share. The ex-dividend date was Friday, May 22nd. This represents a $0.40 dividend on an annualized basis and a yield of 0.1%. Advanced Energy Industries’s dividend payout ratio (DPR) is 8.42%.

Advanced Energy Industries Company 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.