Peterson Wealth Services Has $1.34 Million Holdings in Advanced Energy Industries, Inc. $AEIS

Peterson Wealth Services lifted its stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 70.5% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 6,399 shares of the electronics maker’s stock after buying an additional 2,646 shares during the quarter. Peterson Wealth Services’ holdings in Advanced Energy Industries were worth $1,340,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of AEIS. Allworth Financial LP increased its position in shares of Advanced Energy Industries by 9.2% in the third quarter. Allworth Financial LP now owns 582 shares of the electronics maker’s stock valued at $99,000 after acquiring an additional 49 shares during the last quarter. Cullen Frost Bankers Inc. boosted its holdings in shares of Advanced Energy Industries by 40.6% during the fourth quarter. Cullen Frost Bankers Inc. now owns 194 shares of the electronics maker’s stock worth $41,000 after acquiring 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 third quarter. EverSource Wealth Advisors LLC now owns 374 shares of the electronics maker’s stock worth $64,000 after acquiring 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 fourth quarter. Coldstream Capital Management Inc. now owns 2,856 shares of the electronics maker’s stock worth $598,000 after acquiring an additional 65 shares during the period. Finally, Huntington National Bank raised its position in shares of Advanced Energy Industries by 14.4% in the third quarter. Huntington National Bank now owns 541 shares of the electronics maker’s stock valued at $92,000 after buying an additional 68 shares in the last quarter. 99.67% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Advanced Energy Industries news, EVP Elizabeth Karpinski Vonne sold 966 shares of the stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $369.40, for a total value of $356,840.40. Following the completion of the sale, the executive vice president owned 11,616 shares in the company, valued at approximately $4,290,950.40. This trade represents a 7.68% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Paul R. Oldham sold 4,314 shares of the firm’s stock in a transaction that occurred on 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 sale, the executive vice president owned 22,217 shares of the company’s stock, 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. Company insiders own 1.30% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on AEIS. TD Cowen lifted their price target on shares of Advanced Energy Industries from $300.00 to $350.00 and gave the company a “hold” rating in a research report on Tuesday, May 5th. Needham & Company LLC upped their price target on shares of Advanced Energy Industries from $330.00 to $400.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Zacks Research upgraded Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a report on Friday, May 8th. Susquehanna increased their price objective on Advanced Energy Industries from $375.00 to $430.00 and gave the company a “positive” rating in a report on Tuesday, May 5th. Finally, Wells Fargo & Company upped their price target on shares of Advanced Energy Industries from $340.00 to $345.00 and gave the company an “equal weight” rating in a research report on Tuesday, May 5th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $361.82.

Advanced Energy Industries Price Performance

AEIS stock opened at $340.40 on Friday. Advanced Energy Industries, Inc. has a 1 year low of $122.08 and a 1 year high of $397.44. The stock has a market capitalization of $12.95 billion, a PE ratio of 71.66, a price-to-earnings-growth ratio of 1.34 and a beta of 1.30. The company’s 50-day moving average is $344.07 and its 200-day moving average is $293.41.

Advanced Energy Industries (NASDAQ:AEIS) last announced its quarterly earnings results on Monday, May 4th. The electronics maker reported $2.09 earnings per share for the quarter, beating 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 business had revenue of $511.00 million for the quarter, compared to analysts’ expectations of $505.81 million. During the same quarter last year, the firm earned $1.23 EPS. The firm’s revenue for the quarter was up 26.3% compared to the same quarter last year. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. On average, analysts anticipate that Advanced Energy Industries, Inc. will post 7.65 earnings per share for the current fiscal year.

Advanced Energy Industries Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Monday, May 25th were given a $0.10 dividend. The ex-dividend date of this dividend was Friday, May 22nd. This represents a $0.40 annualized dividend and a yield of 0.1%. Advanced Energy Industries’s dividend payout ratio (DPR) is presently 8.42%.

About Advanced Energy Industries

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.