1,576 Shares in Applied Materials, Inc. $AMAT Acquired by Element Wealth LLC

Element Wealth LLC acquired a new position in Applied Materials, Inc. (NASDAQ:AMAT) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 1,576 shares of the manufacturing equipment provider’s stock, valued at approximately $405,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Tradition Wealth Management LLC boosted its stake in Applied Materials by 3.1% in the 4th quarter. Tradition Wealth Management LLC now owns 1,031 shares of the manufacturing equipment provider’s stock worth $265,000 after purchasing an additional 31 shares during the period. Hoxton Planning & Management LLC boosted its stake in Applied Materials by 1.4% in the 4th quarter. Hoxton Planning & Management LLC now owns 2,208 shares of the manufacturing equipment provider’s stock worth $567,000 after purchasing an additional 31 shares during the period. Godsey & Gibb Inc. boosted its stake in Applied Materials by 2.6% in the 4th quarter. Godsey & Gibb Inc. now owns 1,298 shares of the manufacturing equipment provider’s stock worth $334,000 after purchasing an additional 33 shares during the period. Family Capital Management Inc. boosted its stake in Applied Materials by 0.8% in the 4th quarter. Family Capital Management Inc. now owns 4,227 shares of the manufacturing equipment provider’s stock worth $1,086,000 after purchasing an additional 33 shares during the period. Finally, Denali Advisors LLC boosted its stake in Applied Materials by 0.7% in the 4th quarter. Denali Advisors LLC now owns 4,582 shares of the manufacturing equipment provider’s stock worth $1,178,000 after purchasing an additional 34 shares during the period. Institutional investors and hedge funds own 80.56% of the company’s stock.

Applied Materials Stock Performance

NASDAQ AMAT opened at $567.25 on Friday. The company has a debt-to-equity ratio of 0.22, a current ratio of 2.51 and a quick ratio of 1.80. The firm has a market capitalization of $450.37 billion, a price-to-earnings ratio of 53.26, a P/E/G ratio of 1.58 and a beta of 1.67. The company’s fifty day moving average is $427.22 and its two-hundred day moving average is $352.62. Applied Materials, Inc. has a 52-week low of $154.46 and a 52-week high of $569.95.

Applied Materials (NASDAQ:AMAT) last posted its quarterly earnings results on Thursday, May 14th. The manufacturing equipment provider reported $2.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.18. The company had revenue of $7.91 billion for the quarter, compared to analyst estimates of $7.68 billion. Applied Materials had a net margin of 29.31% and a return on equity of 36.97%. The business’s quarterly revenue was up 11.4% on a year-over-year basis. During the same period last year, the business posted $2.39 EPS. Applied Materials has set its Q3 2026 guidance at 3.160-3.560 EPS. Equities research analysts forecast that Applied Materials, Inc. will post 12.1 EPS for the current year.

Applied Materials Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 0.4%. The ex-dividend date is Thursday, August 20th. Applied Materials’s dividend payout ratio (DPR) is currently 19.91%.

More Applied Materials News

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

• Positive Sentiment: Barclays reiterated an Overweight rating on Applied Materials, saying investment in new chip supply remains strong and supporting the stock’s bullish momentum. Applied Materials and KLA Are Surging. Why You Should Buy the Stocks, Says This Analyst.
• Positive Sentiment: Erste Group Bank raised its earnings estimates for Applied Materials, lifting FY2026 EPS forecast to $12.20 and FY2027 to $16.29, while keeping a Buy rating. Applied Materials estimate revision
• Positive Sentiment: Several recent articles highlighted Applied Materials as a top momentum and AI-beneficiary stock, with commentary pointing to strong May performance, heavy hedge fund ownership, and broad analyst support. Is Applied Materials (AMAT) A Good Stock to Buy Now?
• Positive Sentiment: Investor attention is also being fueled by a recent 52-week-high move and reports of continued rotation into chip equipment stocks, reinforcing the view that AMAT remains a favored AI infrastructure name. Why Did AMAT, AMPG, OSCR Stocks Surge To 52-Week Highs Today?
• Neutral Sentiment: Other coverage today was largely repeated “great momentum stock” and “attracting investor attention” pieces, reflecting strong market interest rather than a new company-specific catalyst. Applied Materials (AMAT) is a Great Momentum Stock: Should You Buy?

Insider Activity at Applied Materials

In other Applied Materials news, CFO Brice Hill sold 2,500 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $498.86, for a total value of $1,247,150.00. Following the sale, the chief financial officer directly owned 136,113 shares in the company, valued at $67,901,331.18. This trade represents a 1.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO Adam Sanders sold 268 shares of the firm’s stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $434.22, for a total transaction of $116,370.96. Following the completion of the sale, the chief accounting officer owned 4,280 shares in the company, valued at $1,858,461.60. This represents a 5.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 53,896 shares of company stock valued at $27,135,121. Company insiders own 0.30% of the company’s stock.

Analysts Set New Price Targets

AMAT has been the subject of a number of recent analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Applied Materials in a research note on Friday, March 27th. Wells Fargo & Company lifted their target price on shares of Applied Materials from $435.00 to $520.00 and gave the company an “overweight” rating in a research note on Friday, May 15th. Susquehanna lifted their target price on shares of Applied Materials from $435.00 to $500.00 and gave the company a “positive” rating in a research note on Thursday, April 9th. Citigroup raised their price target on shares of Applied Materials from $420.00 to $520.00 and gave the company a “buy” rating in a report on Tuesday, May 12th. Finally, Wall Street Zen upgraded shares of Applied Materials from a “hold” rating to a “buy” rating in a report on Saturday, May 23rd. Twenty-seven analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $483.03.

Applied Materials Profile

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.