Advanced Energy Industries, Inc. $AEIS Shares Sold by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC decreased its stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 28.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,545 shares of the electronics maker’s stock after selling 624 shares during the period. Sequoia Financial Advisors LLC’s holdings in Advanced Energy Industries were worth $205,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Principal Financial Group Inc. boosted its holdings in shares of Advanced Energy Industries by 0.3% in the 1st quarter. Principal Financial Group Inc. now owns 477,296 shares of the electronics maker’s stock valued at $45,491,000 after buying an additional 1,624 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its holdings in shares of Advanced Energy Industries by 1.1% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 465,162 shares of the electronics maker’s stock valued at $44,335,000 after buying an additional 5,041 shares in the last quarter. Segall Bryant & Hamill LLC boosted its holdings in shares of Advanced Energy Industries by 5.7% in the 1st quarter. Segall Bryant & Hamill LLC now owns 163,300 shares of the electronics maker’s stock valued at $15,564,000 after buying an additional 8,852 shares in the last quarter. MetLife Investment Management LLC boosted its holdings in shares of Advanced Energy Industries by 557.2% in the 1st quarter. MetLife Investment Management LLC now owns 148,479 shares of the electronics maker’s stock valued at $14,152,000 after buying an additional 125,888 shares in the last quarter. Finally, Fort Washington Investment Advisors Inc. OH boosted its holdings in shares of Advanced Energy Industries by 7.3% in the 2nd quarter. Fort Washington Investment Advisors Inc. OH now owns 136,017 shares of the electronics maker’s stock valued at $18,022,000 after buying an additional 9,272 shares in the last quarter. Institutional investors and hedge funds own 99.67% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on AEIS. Benchmark upped their target price on shares of Advanced Energy Industries from $130.00 to $150.00 and gave the company a “buy” rating in a report on Wednesday, August 6th. Stifel Nicolaus increased their price target on shares of Advanced Energy Industries from $150.00 to $175.00 and gave the stock a “buy” rating in a research note on Monday, October 13th. Weiss Ratings reiterated a “hold (c)” rating on shares of Advanced Energy Industries in a research note on Wednesday, October 8th. Wells Fargo & Company increased their price target on shares of Advanced Energy Industries from $110.00 to $130.00 and gave the stock an “equal weight” rating in a research note on Friday, June 27th. Finally, Wall Street Zen upgraded shares of Advanced Energy Industries from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 9th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $154.44.

Advanced Energy Industries Stock Up 4.2%

Shares of Advanced Energy Industries stock opened at $198.42 on Friday. The company has a market cap of $7.48 billion, a P/E ratio of 89.78, a PEG ratio of 1.51 and a beta of 1.55. The company has a debt-to-equity ratio of 0.45, a quick ratio of 2.97 and a current ratio of 4.09. Advanced Energy Industries, Inc. has a one year low of $75.01 and a one year high of $203.20. The firm has a fifty day moving average of $166.65 and a two-hundred day moving average of $137.55.

Advanced Energy Industries (NASDAQ:AEIS) last announced its quarterly earnings data on Tuesday, August 5th. The electronics maker reported $1.50 EPS for the quarter, topping analysts’ consensus estimates of $1.28 by $0.22. The company had revenue of $441.50 million during the quarter, compared to the consensus estimate of $421.32 million. Advanced Energy Industries had a net margin of 5.13% and a return on equity of 12.38%. Advanced Energy Industries’s quarterly revenue was up 21.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.85 EPS. Advanced Energy Industries has set its Q3 2025 guidance at 1.200-1.700 EPS. On average, analysts forecast that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current year.

Insider Buying and Selling

In other Advanced Energy Industries news, EVP John Donaghey sold 1,000 shares of the company’s stock in a transaction on Wednesday, August 13th. The shares were sold at an average price of $160.73, for a total transaction of $160,730.00. Following the completion of the transaction, the executive vice president owned 10,029 shares in the company, valued at approximately $1,611,961.17. This represents a 9.07% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 1.20% of the company’s stock.

Advanced Energy Industries Profile

Advanced Energy Industries, Inc provides precision power conversion, measurement, and control solutions in the United States and internationally. The company's plasma power products offer solutions to enable innovation for semiconductor and thin film plasma processes, such as dry etch and deposition.