Elevation Point Wealth Partners LLC Takes Position in Advanced Energy Industries, Inc. $AEIS

Elevation Point Wealth Partners LLC purchased a new position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund purchased 6,094 shares of the electronics maker’s stock, valued at approximately $2,272,000.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Root Financial Partners LLC lifted its holdings in Advanced Energy Industries by 33.3% in the first quarter. Root Financial Partners LLC now owns 108 shares of the electronics maker’s stock valued at $35,000 after buying an additional 27 shares during the period. Basecamp Wealth Advisors LLC boosted its stake in Advanced Energy Industries by 16.2% in the first quarter. Basecamp Wealth Advisors LLC now owns 222 shares of the electronics maker’s stock valued at $72,000 after acquiring an additional 31 shares during the last quarter. Fifth Third Wealth Advisors LLC grew its holdings in Advanced Energy Industries by 4.5% during the 1st quarter. Fifth Third Wealth Advisors LLC now owns 1,191 shares of the electronics maker’s stock worth $384,000 after acquiring an additional 51 shares during the period. Cullen Frost Bankers Inc. grew its holdings in Advanced Energy Industries by 40.6% during the 4th quarter. Cullen Frost Bankers Inc. now owns 194 shares of the electronics maker’s stock worth $41,000 after acquiring an additional 56 shares during the period. Finally, CIBC Private Wealth Group LLC raised its position in shares of Advanced Energy Industries by 6.8% during the 4th quarter. CIBC Private Wealth Group LLC now owns 906 shares of the electronics maker’s stock valued at $190,000 after acquiring an additional 58 shares during the last quarter. 99.67% of the stock is owned by institutional investors.

Insider Activity

In related news, EVP Elizabeth Karpinski Vonne sold 908 shares of the stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $332.68, for a total transaction of $302,073.44. Following the completion of the sale, the executive vice president directly owned 10,712 shares of the company’s stock, valued at approximately $3,563,668.16. This represents a 7.81% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Eduardo Bernal Acebedo sold 24,771 shares of the stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $315.48, for a total value of $7,814,755.08. Following the sale, the chief operating officer directly owned 23,109 shares of the company’s stock, valued at approximately $7,290,427.32. The trade was a 51.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.30% of the stock is owned by corporate insiders.

Advanced Energy Industries Stock Performance

AEIS opened at $285.83 on Monday. The firm’s fifty day moving average is $320.67 and its two-hundred day moving average is $326.84. The firm has a market cap of $11.45 billion, a PE ratio of 53.33 and a beta of 1.29. Advanced Energy Industries, Inc. has a twelve month low of $144.09 and a twelve month high of $397.44. The company has a debt-to-equity ratio of 0.78, a quick ratio of 2.94 and a current ratio of 3.79.

Advanced Energy Industries (NASDAQ:AEIS) last announced its quarterly earnings results on Monday, August 3rd. The electronics maker reported $2.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.21 by $0.53. Advanced Energy Industries had a net margin of 10.77% and a return on equity of 20.75%. The company had revenue of $574.10 million during the quarter, compared to analyst estimates of $544.41 million. During the same quarter in the previous year, the business earned $1.50 EPS. The firm’s revenue was up 30.0% on a year-over-year basis. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. Equities research analysts anticipate that Advanced Energy Industries, Inc. will post 9.18 EPS for the current year.

Advanced Energy Industries Dividend Announcement

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

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Bank of America increased their price target on Advanced Energy Industries from $430.00 to $450.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Zacks Research upgraded Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 30th. Morgan Stanley increased their target price on Advanced Energy Industries from $421.00 to $439.00 and gave the company an “overweight” rating in a research note on Tuesday, August 4th. Needham & Company LLC restated a “buy” rating and set a $400.00 target price on shares of Advanced Energy Industries in a report on Tuesday, August 4th. Finally, Robert W. Baird boosted their target price on Advanced Energy Industries from $360.00 to $380.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 5th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, Advanced Energy Industries has an average rating of “Moderate Buy” and an average price target of $409.50.

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.