Applied Materials, Inc. $AMAT Shares Acquired by Measured Wealth Private Client Group LLC

Measured Wealth Private Client Group LLC lifted its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT) by 455.0% in the first quarter, Holdings Channel.com reports. The institutional investor owned 2,825 shares of the manufacturing equipment provider’s stock after purchasing an additional 2,316 shares during the quarter. Measured Wealth Private Client Group LLC’s holdings in Applied Materials were worth $966,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of AMAT. Financial Freedom LLC acquired a new position in Applied Materials in the first quarter valued at approximately $28,000. Cornerstone Financial Management LLC acquired a new stake in shares of Applied Materials during the 4th quarter worth approximately $25,000. Whipplewood Advisors LLC raised its position in shares of Applied Materials by 218.8% during the 1st quarter. Whipplewood Advisors LLC now owns 102 shares of the manufacturing equipment provider’s stock worth $35,000 after purchasing an additional 70 shares during the period. Wilkerson Advisory Group LLC bought a new stake in shares of Applied Materials in the 4th quarter worth approximately $26,000. Finally, MBM Wealth Consultants LLC bought a new stake in shares of Applied Materials in the 1st quarter worth approximately $38,000. Institutional investors and hedge funds own 80.56% of the company’s stock.

Analyst Ratings Changes

AMAT has been the subject of a number of analyst reports. HC Wainwright set a $850.00 price objective on Applied Materials in a research report on Monday, June 29th. Wall Street Zen upgraded Applied Materials from a “hold” rating to a “buy” rating in a research note on Saturday, May 23rd. KeyCorp boosted their price target on shares of Applied Materials from $550.00 to $750.00 and gave the company an “overweight” rating in a report on Monday, June 29th. Deutsche Bank Aktiengesellschaft boosted their price target on shares of Applied Materials from $450.00 to $550.00 and gave the company a “buy” rating in a report on Friday, May 15th. Finally, Mizuho increased their price objective on shares of Applied Materials from $540.00 to $650.00 and gave the stock an “outperform” rating in a report on Wednesday, July 8th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $593.84.

Applied Materials Stock Performance

Shares of AMAT stock opened at $553.92 on Thursday. Applied Materials, Inc. has a 12-month low of $154.46 and a 12-month high of $739.67. 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 $439.79 billion, a price-to-earnings ratio of 52.01, a price-to-earnings-growth ratio of 1.43 and a beta of 1.57. The business has a 50 day simple moving average of $539.78 and a 200 day simple moving average of $420.23.

Applied Materials (NASDAQ:AMAT) last announced its earnings results on Thursday, May 14th. The manufacturing equipment provider reported $2.86 earnings per share for the quarter, beating the consensus estimate of $2.68 by $0.18. Applied Materials had a return on equity of 36.97% and a net margin of 29.31%.The firm had revenue of $7.91 billion for the quarter, compared to the consensus estimate of $7.68 billion. During the same quarter in the previous year, the business earned $2.39 EPS. The firm’s revenue for the quarter was up 11.4% on a year-over-year basis. Applied Materials has set its Q3 2026 guidance at 3.160-3.560 EPS. On average, equities research analysts anticipate that Applied Materials, Inc. will post 12.14 EPS for the current year.

Applied Materials Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a $0.53 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $2.12 annualized dividend and a yield of 0.4%. Applied Materials’s dividend payout ratio is presently 19.91%.

Insider Transactions at Applied Materials

In other news, insider Prabu G. Raja sold 50,000 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $505.28, for a total value of $25,264,000.00. Following the completion of the sale, the insider directly owned 356,642 shares of the company’s stock, valued at approximately $180,204,069.76. This represents a 12.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Omkaram Nalamasu sold 24,263 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $593.43, for a total transaction of $14,398,392.09. Following the completion of the sale, the senior vice president directly owned 146,916 shares of the company’s stock, valued at approximately $87,184,361.88. This represents a 14.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 278,088 shares of company stock worth $169,654,805 over the last ninety days. Insiders own 0.30% of the company’s stock.

Trending Headlines about Applied Materials

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

• Positive Sentiment: Applied Materials benefited from renewed optimism around chipmaking capacity and AI demand after Taiwan Semiconductor raised chipmaking prices and another supplier lifted guidance, reinforcing expectations for continued equipment spending across the sector. Why Applied Materials (AMAT) Stock Is Up Today
• Positive Sentiment: Applied Materials’ installed base services business is generating recurring revenue growth, with Applied Global Services revenue rising year over year, which supports margins and provides more predictable cash flow. Is AMAT’s Installed Base Business Built for Long-Term Growth?
• Positive Sentiment: Technical commentary suggests AMAT may be ripe for a rebound after a short losing streak, indicating some traders see the recent pullback as temporary rather than a change in fundamentals. History Says Applied Materials Stock Looks Ripe for Rebound
• Neutral Sentiment: Some broader market commentary flagged AMAT as a stock to watch, but the article mainly focused on general index leadership and did not point to a new company-specific catalyst. 2 S&P 500 Stocks to Keep an Eye On and 1 We Avoid
• Negative Sentiment: AMAT has also seen near-term weakness after a strong run, with recent sessions showing multiple losses as investors may be locking in gains. History Says Applied Materials Stock Looks Ripe for Rebound
• Negative Sentiment: One recent market recap noted that Applied Materials traded lower versus the broader market, reflecting the stock’s short-term volatility rather than a fundamental deterioration. Applied Materials (AMAT) Sees a More Significant Dip Than Broader Market: Some Facts to Know

About Applied Materials

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.