1,760 Shares in Advanced Energy Industries, Inc. $AEIS Purchased by Counterpoint Mutual Funds LLC

Counterpoint Mutual Funds LLC purchased a new stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 1,760 shares of the electronics maker’s stock, valued at approximately $568,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in AEIS. Root Financial Partners LLC grew its stake in Advanced Energy Industries by 33.3% during the first quarter. Root Financial Partners LLC now owns 108 shares of the electronics maker’s stock worth $35,000 after buying an additional 27 shares during the last quarter. Kemnay Advisory Services Inc. bought a new position in shares of Advanced Energy Industries in the fourth quarter valued at approximately $25,000. GHP Investment Advisors Inc. bought a new position in shares of Advanced Energy Industries in the first quarter valued at approximately $40,000. Bayforest Capital Ltd acquired a new position in shares of Advanced Energy Industries in the 4th quarter worth approximately $29,000. Finally, Twin Tree Management LP acquired a new position in shares of Advanced Energy Industries in the 4th quarter worth approximately $32,000. 99.67% of the stock is currently owned by institutional investors and hedge funds.

Advanced Energy Industries Price Performance

Shares of Advanced Energy Industries stock opened at $311.27 on Friday. The firm has a market cap of $11.84 billion, a P/E ratio of 65.53, a P/E/G ratio of 1.34 and a beta of 1.25. The firm has a 50 day simple moving average of $341.89 and a 200 day simple moving average of $308.82. Advanced Energy Industries, Inc. has a fifty-two week low of $128.40 and a fifty-two week high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS) last posted its quarterly earnings data on Monday, May 4th. The electronics maker reported $2.09 earnings per share for the quarter, topping the consensus estimate of $1.97 by $0.12. Advanced Energy Industries had a net margin of 10.00% and a return on equity of 17.99%. The firm had revenue of $511.00 million during the quarter, compared to analysts’ expectations of $505.81 million. During the same quarter in the previous year, the company posted $1.23 EPS. Advanced Energy Industries’s revenue was up 26.3% on a year-over-year basis. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. On average, sell-side analysts expect that Advanced Energy Industries, Inc. will post 7.72 EPS for the current year.

Advanced Energy Industries Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Monday, May 25th were given a dividend of $0.10 per share. The ex-dividend date was Friday, May 22nd. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.1%. Advanced Energy Industries’s payout ratio is presently 8.42%.

Insider Activity

In other news, EVP Elizabeth Karpinski Vonne sold 966 shares of the company’s stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $369.40, for a total transaction of $356,840.40. Following the transaction, the executive vice president owned 11,616 shares of the company’s stock, valued at $4,290,950.40. This represents a 7.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 1.30% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the company. Cantor Fitzgerald increased their price target on Advanced Energy Industries from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Monday, June 29th. Wells Fargo & Company raised Advanced Energy Industries from an “equal weight” rating to an “overweight” rating and boosted their price objective for the stock from $345.00 to $465.00 in a research note on Wednesday. Robert W. Baird increased their target price on Advanced Energy Industries from $360.00 to $380.00 and gave the stock an “outperform” rating in a report on Tuesday, May 5th. KeyCorp raised their target price on Advanced Energy Industries from $375.00 to $415.00 and gave the company an “overweight” rating in a research note on Tuesday, May 5th. Finally, TD Cowen lifted their price target on Advanced Energy Industries from $300.00 to $350.00 and gave the company a “hold” rating in a report on Tuesday, May 5th. Ten investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $400.45.

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.