WCM Investment Management LLC Has $29.44 Million Stake in Advanced Energy Industries, Inc. $AEIS

WCM Investment Management LLC reduced its stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 2.7% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 98,692 shares of the electronics maker’s stock after selling 2,700 shares during the period. WCM Investment Management LLC owned 0.26% of Advanced Energy Industries worth $29,439,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. Geode Capital Management LLC lifted its stake in shares of Advanced Energy Industries by 3.1% in the fourth quarter. Geode Capital Management LLC now owns 956,979 shares of the electronics maker’s stock worth $200,393,000 after acquiring an additional 28,549 shares during the period. Bank of America Corp DE raised its holdings in Advanced Energy Industries by 2.2% during the 2nd quarter. Bank of America Corp DE now owns 946,649 shares of the electronics maker’s stock worth $125,431,000 after purchasing an additional 20,573 shares during the last quarter. Norges Bank bought a new position in Advanced Energy Industries during the 4th quarter worth approximately $123,403,000. Franklin Resources Inc. lifted its position in shares of Advanced Energy Industries by 55.4% in the 4th quarter. Franklin Resources Inc. now owns 487,494 shares of the electronics maker’s stock worth $102,067,000 after purchasing an additional 173,836 shares during the period. Finally, Fuller & Thaler Asset Management Inc. lifted its position in shares of Advanced Energy Industries by 1,734.1% in the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 427,674 shares of the electronics maker’s stock worth $89,542,000 after purchasing an additional 404,356 shares during the period. Institutional investors own 99.67% of the company’s stock.

Advanced Energy Industries Stock Performance

Shares of NASDAQ:AEIS opened at $284.05 on Monday. Advanced Energy Industries, Inc. has a 52-week low of $128.40 and a 52-week high of $397.44. The business’s 50 day simple moving average is $327.89 and its two-hundred day simple moving average is $315.35. The firm has a market cap of $10.80 billion, a P/E ratio of 59.80, a PEG ratio of 1.22 and a beta of 1.25.

Advanced Energy Industries (NASDAQ:AEIS) last issued its earnings results on Monday, May 4th. The electronics maker reported $2.09 earnings per share for the quarter, topping analysts’ consensus estimates of $1.97 by $0.12. Advanced Energy Industries had a return on equity of 17.99% and a net margin of 10.00%.The company had revenue of $511.00 million for the quarter, compared to analyst estimates of $505.81 million. During the same period in the prior year, the firm earned $1.23 earnings per share. Advanced Energy Industries’s revenue for the quarter 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, equities analysts forecast that Advanced Energy Industries, Inc. will post 7.72 earnings per share for the current fiscal year.

Advanced Energy Industries Announces Dividend

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

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on AEIS. KeyCorp increased their price objective on shares of Advanced Energy Industries from $375.00 to $415.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 5th. Citigroup boosted their target price on shares of Advanced Energy Industries from $385.00 to $410.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Robert W. Baird increased their price target on Advanced Energy Industries from $360.00 to $380.00 and gave the stock an “outperform” rating in a report on Tuesday, May 5th. Wells Fargo & Company raised Advanced Energy Industries from an “equal weight” rating to an “overweight” rating and lifted their price objective for the stock from $345.00 to $465.00 in a research report on Wednesday, July 1st. Finally, TD Cowen boosted their price objective on Advanced Energy Industries from $300.00 to $350.00 and gave the company a “hold” rating in a research note on Tuesday, May 5th. Ten investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $400.45.

Advanced Energy Industries Company 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.