Compass Wealth Management LLC Has $11.12 Million Stock Holdings in Advanced Energy Industries, Inc. $AEIS

Compass Wealth Management LLC reduced its position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 11.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 53,116 shares of the electronics maker’s stock after selling 6,708 shares during the period. Advanced Energy Industries accounts for approximately 2.8% of Compass Wealth Management LLC’s holdings, making the stock its 7th biggest position. Compass Wealth Management LLC’s holdings in Advanced Energy Industries were worth $11,121,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the company. Allworth Financial LP boosted its holdings in shares of Advanced Energy Industries by 9.2% during the 3rd quarter. Allworth Financial LP now owns 582 shares of the electronics maker’s stock worth $99,000 after buying an additional 49 shares during the period. Cullen Frost Bankers Inc. boosted its holdings in shares of Advanced Energy Industries by 40.6% during the 4th quarter. Cullen Frost Bankers Inc. now owns 194 shares of the electronics maker’s stock worth $41,000 after buying an additional 56 shares during the period. EverSource Wealth Advisors LLC boosted its holdings in shares of Advanced Energy Industries by 19.9% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 374 shares of the electronics maker’s stock worth $64,000 after buying an additional 62 shares during the period. Coldstream Capital Management Inc. boosted its holdings in shares of Advanced Energy Industries by 2.3% during the 4th quarter. Coldstream Capital Management Inc. now owns 2,856 shares of the electronics maker’s stock worth $598,000 after buying an additional 65 shares during the period. Finally, Huntington National Bank boosted its holdings in shares of Advanced Energy Industries by 14.4% during the 3rd quarter. Huntington National Bank now owns 541 shares of the electronics maker’s stock worth $92,000 after buying an additional 68 shares during the period. 99.67% of the stock is owned by institutional investors.

Advanced Energy Industries Stock Performance

Shares of AEIS stock opened at $308.17 on Thursday. Advanced Energy Industries, Inc. has a 52-week low of $122.08 and a 52-week high of $397.44. The stock has a market cap of $11.72 billion, a price-to-earnings ratio of 64.88, a P/E/G ratio of 1.35 and a beta of 1.30. The firm has a fifty day moving average of $343.72 and a 200-day moving average of $292.39.

Advanced Energy Industries (NASDAQ:AEIS) last announced its quarterly earnings data on Monday, May 4th. The electronics maker reported $2.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 company had revenue of $511.00 million during the quarter, compared to analysts’ expectations of $505.81 million. During the same quarter in the prior year, the company posted $1.23 EPS. The business’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 predict that Advanced Energy Industries, Inc. will post 7.65 earnings per share for the current year.

Advanced Energy Industries Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Monday, May 25th were paid a $0.10 dividend. 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 dividend payout ratio is currently 8.42%.

Insider Activity

In other news, Director Brian Shirley sold 1,234 shares of the company’s stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $310.19, for a total value of $382,774.46. Following the sale, the director owned 5,584 shares of the company’s stock, valued at approximately $1,732,100.96. This represents a 18.10% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Paul R. Oldham sold 4,314 shares of the company’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $315.99, for a total transaction of $1,363,180.86. Following the completion of the sale, the executive vice president directly owned 22,217 shares in the company, valued at approximately $7,020,349.83. The trade was a 16.26% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 6,514 shares of company stock worth $2,102,796. 1.30% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Wells Fargo & Company upped their price objective on shares of Advanced Energy Industries from $340.00 to $345.00 and gave the stock an “equal weight” rating in a report on Tuesday, May 5th. Zacks Research upgraded shares of Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a research note on Friday, May 8th. Citigroup upped their target price on shares of Advanced Energy Industries from $385.00 to $410.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Stifel Nicolaus upped their target price on shares of Advanced Energy Industries from $310.00 to $325.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Finally, Weiss Ratings cut shares of Advanced Energy Industries from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $358.00.

Advanced Energy Industries 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.