87,213 Shares in Advanced Energy Industries, Inc. $AEIS Purchased by Freestone Grove Partners LP

Freestone Grove Partners LP purchased a new stake in Advanced Energy Industries, Inc. (NASDAQ:AEIS) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 87,213 shares of the electronics maker’s stock, valued at approximately $32,519,000. Freestone Grove Partners LP owned 0.22% of Advanced Energy Industries as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Royal Bank of Canada boosted its holdings in shares of Advanced Energy Industries by 16.5% during the first quarter. Royal Bank of Canada now owns 11,155 shares of the electronics maker’s stock worth $1,063,000 after acquiring an additional 1,578 shares during the period. Advisors Asset Management Inc. increased its stake in shares of Advanced Energy Industries by 47.7% during the first quarter. Advisors Asset Management Inc. now owns 539 shares of the electronics maker’s stock worth $51,000 after purchasing an additional 174 shares during the period. AQR Capital Management LLC acquired a new stake in Advanced Energy Industries during the 1st quarter worth approximately $468,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in Advanced Energy Industries by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 22,278 shares of the electronics maker’s stock worth $2,123,000 after purchasing an additional 970 shares during the last quarter. Finally, United Services Automobile Association bought a new stake in Advanced Energy Industries in the 1st quarter valued at $228,000. 99.67% of the stock is owned by institutional investors.

Insider Transactions at Advanced Energy Industries

In other news, EVP Elizabeth Karpinski Vonne sold 907 shares of the business’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 9,805 shares in the company, valued at approximately $2,843,940.25. The trade was a 8.47% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Eduardo Bernal Acebedo sold 24,771 shares of the company’s stock in a transaction that occurred 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 directly owned 23,109 shares of the company’s stock, valued at approximately $7,290,427.32. This trade represents a 51.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 26,586 shares of company stock worth $8,379,904 over the last quarter. Corporate insiders own 1.30% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have commented on the company. Morgan Stanley upped their price objective on Advanced Energy Industries from $421.00 to $439.00 and gave the company an “overweight” rating in a report on Tuesday, August 4th. Weiss Ratings cut shares of Advanced Energy Industries from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, May 29th. TD Cowen boosted their target price on shares of Advanced Energy Industries from $350.00 to $370.00 and gave the company a “hold” rating in a research report on Tuesday, August 4th. Zacks Research upgraded shares of Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 30th. Finally, Wall Street Zen raised shares of Advanced Energy Industries from a “hold” rating to a “buy” rating in a research report on Saturday, June 27th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, Advanced Energy Industries currently has an average rating of “Moderate Buy” and an average price target of $409.50.

Advanced Energy Industries Price Performance

Advanced Energy Industries stock opened at $287.09 on Friday. The stock’s fifty day moving average price is $314.13 and its two-hundred day moving average price is $327.34. Advanced Energy Industries, Inc. has a one year low of $144.09 and a one year 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. The firm has a market cap of $11.50 billion, a PE ratio of 53.56 and a beta of 1.29.

Advanced Energy Industries (NASDAQ:AEIS) last released its earnings results on Monday, August 3rd. The electronics maker reported $2.74 earnings per share for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $574.10 million during the quarter, compared to the consensus estimate of $544.41 million. During the same period in the prior year, the company posted $1.50 EPS. The company’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, research analysts expect that Advanced Energy Industries, Inc. will post 9.5 EPS for the current fiscal year.

Advanced Energy Industries Dividend Announcement

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

More Advanced Energy Industries News

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.