Principal Financial Group Inc. lessened its stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS – Free Report) by 3.4% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 579,542 shares of the electronics maker’s stock after selling 20,632 shares during the period. Principal Financial Group Inc.’s holdings in Advanced Energy Industries were worth $121,339,000 at the end of the most recent reporting period.
A number of other large investors have also recently bought and sold shares of AEIS. Royal Bank of Canada lifted its holdings in shares of Advanced Energy Industries by 16.5% during the first quarter. Royal Bank of Canada now owns 11,155 shares of the electronics maker’s stock valued at $1,063,000 after acquiring an additional 1,578 shares during the period. Advisors Asset Management Inc. lifted its holdings in Advanced Energy Industries by 47.7% during the 1st quarter. Advisors Asset Management Inc. now owns 539 shares of the electronics maker’s stock valued at $51,000 after purchasing an additional 174 shares during the last quarter. AQR Capital Management LLC bought a new position in Advanced Energy Industries during the 1st quarter valued at about $468,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in Advanced Energy Industries by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 22,278 shares of the electronics maker’s stock valued at $2,123,000 after buying an additional 970 shares in the last quarter. Finally, United Services Automobile Association bought a new stake in Advanced Energy Industries during the first quarter worth about $228,000. 99.67% of the stock is currently owned by institutional investors.
Advanced Energy Industries Trading Up 4.4%
Shares of NASDAQ AEIS opened at $360.81 on Thursday. Advanced Energy Industries, Inc. has a 1-year low of $107.29 and a 1-year high of $397.44. The company has a 50-day moving average of $342.81 and a two-hundred day moving average of $271.53. The company has a market cap of $13.72 billion, a PE ratio of 75.96, a P/E/G ratio of 2.50 and a beta of 1.40.
Advanced Energy Industries Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Monday, May 25th will be paid a $0.10 dividend. This represents a $0.40 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend is Friday, May 22nd. Advanced Energy Industries’s dividend payout ratio (DPR) is 8.42%.
Analyst Upgrades and Downgrades
A number of research analysts have recently issued reports on AEIS shares. Wells Fargo & Company lifted their target price on shares of Advanced Energy Industries from $340.00 to $345.00 and gave the company an “equal weight” rating in a research note on Tuesday. Robert W. Baird increased their price target on Advanced Energy Industries from $360.00 to $380.00 and gave the stock an “outperform” rating in a research report on Tuesday. Bank of America raised their price target on Advanced Energy Industries from $260.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Needham & Company LLC lifted their price objective on Advanced Energy Industries from $330.00 to $400.00 and gave the company a “buy” rating in a research report on Tuesday. Finally, Wall Street Zen raised Advanced Energy Industries from a “hold” rating to a “buy” rating in a research note on Saturday, March 7th. Eight research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $358.00.
Check Out Our Latest Stock Report on AEIS
Advanced Energy Industries News Roundup
Here are the key news stories impacting Advanced Energy Industries this week:
- Positive Sentiment: Q1 beat and raised 2026 guide — AEIS reported an EPS and revenue beat, with revenue up ~26% Y/Y and management raising Q2 guidance, citing AI-driven and data-center demand. This is the core catalyst lifting the stock. Read More.
- Positive Sentiment: Large analyst upgrades — Citigroup raised its price target to $410 and kept a buy rating, signaling strong upside from the street and likely contributing to buying interest. Read More.
- Positive Sentiment: Additional bullish analyst moves — Needham bumped its target to $400 (buy) and Robert W. Baird raised its target to $380 (outperform), adding to positive sentiment from multiple brokers. Read More.
- Positive Sentiment: Data-center revenue strength — Management commentary and follow-ups show data-center revenue has doubled, underscoring durable secular tailwinds from AI infrastructure spending. Read More.
- Neutral Sentiment: Momentum coverage — Multiple pieces highlight AEIS as a strong momentum stock, which can attract trend-following flows but isn’t a fundamental endorsement by itself. Read More.
- Neutral Sentiment: Dividend declared — AEIS announced a modest quarterly dividend of $0.10/share (ex-div May 22), a small positive for income-focused holders but immaterial to valuation.
- Negative Sentiment: High-expectations risk and late profit-taking — Commentary from Seeking Alpha and a late-session dip reported by IBD warn that elevated expectations increase the risk of pullbacks and that some selling occurred after the initial rally. Read More. • Read More.
- Neutral Sentiment: Mixed analyst stances — Some firms raised targets but kept neutral/hold ratings (Wells Fargo, TD Cowen), indicating not all brokers view near-term upside as clear. Read More.
Insider Buying and Selling
In other news, CEO Stephen Douglas Kelley sold 50,000 shares of the business’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $316.62, for a total transaction of $15,831,000.00. Following the completion of the sale, the chief executive officer owned 80,376 shares in the company, valued at $25,448,649.12. The trade was a 38.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Brian Shirley sold 1,234 shares of the company’s stock in a transaction on Friday, March 13th. The shares were sold at an average price of $310.19, for a total value of $382,774.46. Following the transaction, the director directly owned 5,584 shares in the company, valued at $1,732,100.96. This trade represents a 18.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 58,478 shares of company stock worth $18,567,013. 1.30% of the stock is currently owned by company insiders.
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.
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