Hsbc Holdings PLC Makes New Investment in Advanced Energy Industries, Inc. $AEIS

Hsbc Holdings PLC purchased a new stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 51,656 shares of the electronics maker’s stock, valued at approximately $19,027,000. Hsbc Holdings PLC owned approximately 0.13% of Advanced Energy Industries as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of AEIS. Keybank National Association OH acquired a new position in Advanced Energy Industries in the 4th quarter worth approximately $644,000. PDT Partners LLC acquired a new position in Advanced Energy Industries in the second quarter worth approximately $23,188,000. Wolverine Asset Management LLC bought a new position in shares of Advanced Energy Industries during the 4th quarter valued at $1,107,000. Comerica Bank boosted its holdings in Advanced Energy Industries by 46.9% in the fourth quarter. Comerica Bank now owns 19,938 shares of the electronics maker’s stock worth $4,174,000 after purchasing an additional 6,361 shares in the last quarter. Finally, Reinhart Partners LLC. acquired a new position in Advanced Energy Industries during the second quarter worth $3,433,000. 99.67% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Advanced Energy Industries

In other news, COO Eduardo Bernal Acebedo sold 24,771 shares of the stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $315.48, for a total transaction of $7,814,755.08. Following the sale, the chief operating officer owned 23,109 shares in the company, valued at approximately $7,290,427.32. This represents a 51.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Elizabeth Karpinski Vonne sold 907 shares of the firm’s stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $290.05, for a total value of $263,075.35. Following the completion of the sale, the executive vice president owned 9,805 shares of the company’s stock, valued at approximately $2,843,940.25. This trade represents a 8.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 26,586 shares of company stock worth $8,379,904 in the last 90 days. Company insiders own 1.30% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Wall Street Zen upgraded Advanced Energy Industries from a “hold” rating to a “buy” rating in a report on Saturday, June 27th. Susquehanna increased their price objective on Advanced Energy Industries from $430.00 to $535.00 and gave the company a “positive” rating in a report on Tuesday, June 30th. Robert W. Baird increased their price objective on Advanced Energy Industries from $360.00 to $380.00 and gave the company an “outperform” rating in a report on Tuesday, May 5th. TD Cowen raised their price objective on Advanced Energy Industries from $350.00 to $370.00 and gave the company a “hold” rating in a research note on Tuesday, August 4th. Finally, Zacks Research upgraded Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $409.50.

Advanced Energy Industries Stock Up 1.4%

AEIS stock opened at $287.09 on Friday. The stock has a market capitalization of $11.50 billion, a price-to-earnings ratio of 53.56 and a beta of 1.29. The company has a 50-day moving average of $314.13 and a two-hundred day moving average of $327.34. Advanced Energy Industries, Inc. has a 52-week low of $144.09 and a 52-week high of $397.44. The company has a debt-to-equity ratio of 0.78, a current ratio of 3.79 and a quick ratio of 2.94.

Advanced Energy Industries (NASDAQ:AEIS) last posted its quarterly earnings data on Monday, August 3rd. The electronics maker reported $2.74 earnings per share for the quarter, topping the consensus estimate of $2.21 by $0.53. Advanced Energy Industries had a return on equity of 20.75% and a net margin of 10.77%.The business had revenue of $574.10 million during the quarter, compared to analysts’ expectations of $544.41 million. During the same quarter in the previous year, the firm earned $1.50 EPS. The firm’s revenue was up 30.0% compared to the same quarter last year. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. As a group, equities research analysts anticipate that Advanced Energy Industries, Inc. will post 9.5 EPS for the current year.

Advanced Energy Industries Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Monday, August 24th will be paid a $0.10 dividend. The ex-dividend date of this dividend is Monday, August 24th. This represents a $0.40 dividend on an annualized basis and a yield of 0.1%. Advanced Energy Industries’s payout ratio is currently 7.46%.

Advanced Energy Industries News Summary

Here are the key news stories impacting Advanced Energy Industries this week:

• Positive Sentiment: Analysts raised multiple EPS forecasts. Zacks Research increased its estimates for Advanced Energy’s third-quarter 2026 EPS to $2.68 from $1.72 and its full-year 2026 forecast to $9.28 from $7.68. It also raised its FY2027 estimate to $8.52 from $7.03 and FY2028 EPS to $8.78 from $6.83, while maintaining a “Strong-Buy” rating. The revisions suggest improving expectations for the electronics maker’s earnings growth. Wall Street Analysts Predict a 54.39% Upside in Advanced Energy
• Positive Sentiment: Upside potential remains significant according to the consensus target. A Zacks report cited a consensus price target implying approximately 54.4% upside. However, the report cautioned that price targets alone have limited predictive value; upward earnings-estimate revisions are considered the more meaningful near-term catalyst.
• Neutral Sentiment: Recent operating momentum supports the bullish outlook. Advanced Energy’s latest reported quarter exceeded consensus on both earnings and revenue, with EPS of $2.74 versus an expected $2.21 and revenue of $574.1 million versus $544.4 million. Revenue grew 30% year over year, though the shares remain valued at a relatively high forward-looking multiple.
• Negative Sentiment: An executive reduced her holdings. EVP Elizabeth Karpinski Vonne sold 907 shares for approximately $263,000 at an average price of $290.05, reducing her position by 8.47%. The sale was disclosed in an SEC filing and may create modest sentiment pressure, although it represents a small portion of her remaining ownership.

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.