Portside Wealth Group LLC Purchases New Stake in Advanced Energy Industries, Inc. $AEIS

Portside Wealth Group LLC purchased a new stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,434 shares of the electronics maker’s stock, valued at approximately $300,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Lisanti Capital Growth LLC acquired a new stake in Advanced Energy Industries during the third quarter valued at approximately $3,464,000. Tributary Capital Management LLC raised its stake in Advanced Energy Industries by 92.5% during the third quarter. Tributary Capital Management LLC now owns 344,654 shares of the electronics maker’s stock valued at $58,639,000 after buying an additional 165,655 shares in the last quarter. Congress Asset Management Co. acquired a new stake in Advanced Energy Industries during the fourth quarter valued at approximately $47,502,000. Envestnet Asset Management Inc. raised its stake in Advanced Energy Industries by 6.8% during the third quarter. Envestnet Asset Management Inc. now owns 262,517 shares of the electronics maker’s stock valued at $44,665,000 after buying an additional 16,607 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC raised its stake in Advanced Energy Industries by 595.2% during the third quarter. Elevation Point Wealth Partners LLC now owns 5,068 shares of the electronics maker’s stock valued at $862,000 after buying an additional 4,339 shares in the last quarter. 99.67% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director Brian Shirley sold 1,234 shares of the stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $310.19, for a total value of $382,774.46. Following the sale, the director owned 5,584 shares of the company’s stock, valued at $1,732,100.96. This trade represents a 18.10% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Elizabeth Karpinski Vonne sold 964 shares of the stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $328.42, for a total transaction of $316,596.88. Following the completion of the sale, the executive vice president directly owned 11,683 shares in the company, valued at approximately $3,836,930.86. This trade represents a 7.62% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 57,512 shares of company stock worth $18,210,172. 1.30% of the stock is owned by company insiders.

Advanced Energy Industries Trading Up 2.2%

Shares of Advanced Energy Industries stock opened at $374.98 on Friday. The business’s 50 day simple moving average is $314.95 and its 200-day simple moving average is $246.62. The stock has a market capitalization of $14.19 billion, a price-to-earnings ratio of 98.16, a PEG ratio of 2.69 and a beta of 1.35. Advanced Energy Industries, Inc. has a twelve month low of $82.64 and a twelve month high of $377.91.

Advanced Energy Industries (NASDAQ:AEIS) last announced its quarterly earnings results on Tuesday, February 10th. The electronics maker reported $1.94 earnings per share for the quarter, topping analysts’ consensus estimates of $1.76 by $0.18. The business had revenue of $489.40 million for the quarter, compared to analysts’ expectations of $473.12 million. Advanced Energy Industries had a return on equity of 15.72% and a net margin of 8.25%.The business’s quarterly revenue was up 17.8% on a year-over-year basis. During the same period in the prior year, the firm earned $1.30 EPS. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. Sell-side analysts predict that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current year.

Advanced Energy Industries Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 6th. Investors of record on Monday, February 23rd were issued a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, February 23rd. Advanced Energy Industries’s dividend payout ratio (DPR) is 10.47%.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on AEIS. Bank of America upped their price objective on Advanced Energy Industries from $260.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. TD Cowen restated a “hold” rating on shares of Advanced Energy Industries in a research note on Wednesday, February 11th. Citigroup increased their target price on shares of Advanced Energy Industries from $330.00 to $385.00 and gave the stock a “buy” rating in a report on Friday, March 20th. KeyCorp increased their target price on shares of Advanced Energy Industries from $330.00 to $375.00 and gave the stock an “overweight” rating in a report on Monday, March 2nd. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Advanced Energy Industries in a report on Friday, March 27th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $322.50.

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.