Ardsley Advisory Partners LP Boosts Stock Position in Advanced Energy Industries, Inc. $AEIS

Ardsley Advisory Partners LP increased its holdings in Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 64.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 73,000 shares of the electronics maker’s stock after purchasing an additional 28,500 shares during the period. Advanced Energy Industries makes up about 1.7% of Ardsley Advisory Partners LP’s investment portfolio, making the stock its 16th largest position. Ardsley Advisory Partners LP’s holdings in Advanced Energy Industries were worth $15,284,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Kemnay Advisory Services Inc. bought a new position in shares of Advanced Energy Industries in the 4th quarter valued at about $25,000. Bayforest Capital Ltd purchased a new stake in Advanced Energy Industries during the fourth quarter valued at approximately $29,000. Twin Tree Management LP bought a new stake in shares of Advanced Energy Industries in the 4th quarter valued at approximately $32,000. Danske Bank A S bought a new stake in shares of Advanced Energy Industries in the 3rd quarter valued at approximately $34,000. Finally, Measured Wealth Private Client Group LLC purchased a new position in shares of Advanced Energy Industries in the 3rd quarter worth approximately $36,000. 99.67% of the stock is owned by hedge funds and other institutional investors.

Advanced Energy Industries Price Performance

Shares of AEIS opened at $353.32 on Thursday. The firm has a market capitalization of $13.44 billion, a price-to-earnings ratio of 74.38, a PEG ratio of 1.51 and a beta of 1.30. Advanced Energy Industries, Inc. has a 1-year low of $124.19 and a 1-year high of $397.44. The company has a 50-day moving average of $346.06 and a 200 day moving average of $297.61.

Advanced Energy Industries (NASDAQ:AEIS) last issued its earnings results on Monday, May 4th. The electronics maker reported $2.09 EPS for the quarter, topping analysts’ consensus estimates of $1.97 by $0.12. The business had revenue of $511.00 million for the quarter, compared to analyst estimates of $505.81 million. Advanced Energy Industries had a net margin of 10.00% and a return on equity of 17.99%. The company’s quarterly revenue was up 26.3% compared to the same quarter last year. During the same period last year, the company posted $1.23 earnings per share. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. On average, equities analysts anticipate that Advanced Energy Industries, Inc. will post 7.72 earnings per share for the current fiscal year.

Advanced Energy Industries Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Monday, May 25th were paid a $0.10 dividend. The ex-dividend date of this dividend 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 is 8.42%.

Wall Street Analyst Weigh In

Several analysts recently weighed in on AEIS shares. Susquehanna increased their price target on Advanced Energy Industries from $375.00 to $430.00 and gave the company a “positive” rating in a report on Tuesday, May 5th. Robert W. Baird boosted their price objective on shares of Advanced Energy Industries from $360.00 to $380.00 and gave the company an “outperform” rating in a research report on Tuesday, May 5th. TD Cowen increased their target price on shares of Advanced Energy Industries from $300.00 to $350.00 and gave the company a “hold” rating in a research note on Tuesday, May 5th. Needham & Company LLC lifted their price target on shares of Advanced Energy Industries from $330.00 to $400.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Finally, Cantor Fitzgerald started coverage on shares of Advanced Energy Industries in a research report on Thursday, June 11th. They issued an “overweight” rating and a $400.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, Advanced Energy Industries currently has a consensus rating of “Moderate Buy” and a consensus price target of $361.82.

Insider Buying and Selling

In other news, EVP Elizabeth Karpinski Vonne sold 966 shares of the company’s stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $369.40, for a total value of $356,840.40. Following the completion of the sale, the executive vice president owned 11,616 shares of the company’s stock, valued at approximately $4,290,950.40. This represents a 7.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 1.30% of the company’s stock.

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.