Hillsdale Investment Management Inc. Purchases 11,220 Shares of Applied Materials, Inc. $AMAT

Hillsdale Investment Management Inc. increased its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT) by 296.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 15,000 shares of the manufacturing equipment provider’s stock after buying an additional 11,220 shares during the quarter. Hillsdale Investment Management Inc.’s holdings in Applied Materials were worth $5,127,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in shares of Applied Materials by 28.0% during the 4th quarter. Brighton Jones LLC now owns 12,674 shares of the manufacturing equipment provider’s stock valued at $2,061,000 after purchasing an additional 2,771 shares in the last quarter. Sivia Capital Partners LLC increased its stake in Applied Materials by 26.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,225 shares of the manufacturing equipment provider’s stock worth $590,000 after purchasing an additional 679 shares in the last quarter. Forefront Wealth Partners LLC acquired a new stake in Applied Materials during the 2nd quarter worth approximately $410,000. Schnieders Capital Management LLC. lifted its stake in Applied Materials by 30.1% in the second quarter. Schnieders Capital Management LLC. now owns 15,003 shares of the manufacturing equipment provider’s stock valued at $2,747,000 after buying an additional 3,469 shares in the last quarter. Finally, Sei Investments Co. lifted its stake in Applied Materials by 59.3% in the second quarter. Sei Investments Co. now owns 422,694 shares of the manufacturing equipment provider’s stock valued at $77,383,000 after buying an additional 157,426 shares in the last quarter. 80.56% of the stock is currently owned by institutional investors.

Applied Materials News Roundup

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

• Positive Sentiment: Applied Materials gained attention after reports of a 10-year AI packaging partnership with TSMC, reinforcing its role in the AI supply chain. Applied Materials (AMAT) Lands 10 Year TSMC AI Packaging Partnership
• Positive Sentiment: Analysts and commentators remain upbeat on AMAT’s AI demand outlook, with Bernstein rating the stock a Buy and Stifel-style bullish commentary saying the company should benefit from a long AI investment cycle. Applied Materials (AMAT) Gets a Buy from Bernstein
• Positive Sentiment: Applied Materials was included in lists of AI beneficiaries poised to produce strong cash flow and capitalize on heavy semiconductor infrastructure spending. The AI Boom Isn’t Over: 3 Stocks to Buy for 2H 2026
• Neutral Sentiment: Market headlines also noted Morgan Stanley kept an Equal Weight rating on AMAT, which is supportive but not a strong bullish signal. Morgan Stanley Maintains an “Equal Weight” Rating on Applied Materials, Inc. (AMAT)
• Negative Sentiment: Earlier trading saw AMAT fall with the broader chip sector after weakness in Asian semiconductor names and an oil-price spike pressured tech stocks. Intel, AMD, and Applied Materials Drop 4% as SK Hynix Rout and Oil Spike Hit Chip Stocks

Insider Activity

In other Applied Materials news, SVP Omkaram Nalamasu sold 24,263 shares of the business’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 transaction, the senior vice president owned 146,916 shares of the company’s stock, valued at $87,184,361.88. The trade was a 14.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Thomas J. Iannotti sold 9,250 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $599.77, for a total value of $5,547,872.50. Following the completion of the sale, the director owned 40,559 shares in the company, valued at $24,326,071.43. This represents a 18.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 278,088 shares of company stock valued at $169,654,805. 0.30% of the stock is owned by insiders.

Wall Street Analyst Weigh In

AMAT has been the subject of several research reports. Jefferies Financial Group increased their price objective on shares of Applied Materials from $510.00 to $770.00 and gave the stock a “buy” rating in a research report on Friday, June 26th. Wolfe Research boosted their price objective on shares of Applied Materials from $500.00 to $550.00 and gave the company an “outperform” rating in a research report on Friday, May 15th. Needham & Company LLC upped their target price on shares of Applied Materials from $530.00 to $740.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Truist Financial set a $575.00 target price on Applied Materials in a report on Thursday, May 28th. Finally, Wells Fargo & Company lifted their price target on Applied Materials from $715.00 to $740.00 and gave the company an “overweight” rating in a research note on Friday, June 26th. One 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 stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $589.48.

Applied Materials Stock Up 3.5%

Shares of AMAT stock opened at $595.70 on Wednesday. The firm’s fifty day moving average price is $525.21 and its two-hundred day moving average price is $407.88. The company has a current ratio of 2.51, a quick ratio of 1.80 and a debt-to-equity ratio of 0.22. Applied Materials, Inc. has a 1 year low of $154.46 and a 1 year high of $739.67. The firm has a market capitalization of $472.96 billion, a P/E ratio of 55.93, a PEG ratio of 1.46 and a beta of 1.57.

Applied Materials (NASDAQ:AMAT) last announced its quarterly earnings data on Thursday, May 14th. The manufacturing equipment provider reported $2.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.68 by $0.18. The company had revenue of $7.91 billion for the quarter, compared to analysts’ expectations of $7.68 billion. Applied Materials had a return on equity of 36.97% and a net margin of 29.31%.The business’s revenue was up 11.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.39 EPS. Applied Materials has set its Q3 2026 guidance at 3.160-3.560 EPS. On average, equities analysts predict that Applied Materials, Inc. will post 12.13 EPS for the current fiscal year.

Applied Materials Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a dividend of $0.53 per share. The ex-dividend date is Thursday, August 20th. This represents a $2.12 dividend on an annualized basis and a yield of 0.4%. Applied Materials’s dividend payout ratio (DPR) is presently 19.91%.

Applied Materials Company Profile

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.