1,114 Shares in Applied Materials, Inc. $AMAT Acquired by Brandywine Oak Private Wealth LLC

Brandywine Oak Private Wealth LLC acquired a new position in Applied Materials, Inc. (NASDAQ:AMAT) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 1,114 shares of the manufacturing equipment provider’s stock, valued at approximately $204,000.

Several other institutional investors and hedge funds also recently bought and sold shares of AMAT. Runnymede Capital Advisors Inc. boosted its holdings in Applied Materials by 972.2% in the 1st quarter. Runnymede Capital Advisors Inc. now owns 193 shares of the manufacturing equipment provider’s stock worth $28,000 after buying an additional 175 shares during the period. Smallwood Wealth Investment Management LLC bought a new position in Applied Materials in the 1st quarter valued at $29,000. Maseco LLP bought a new position in Applied Materials in the 2nd quarter valued at $30,000. Clal Insurance Enterprises Holdings Ltd boosted its holdings in Applied Materials by 435.0% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 214 shares of the manufacturing equipment provider’s stock valued at $31,000 after purchasing an additional 174 shares during the period. Finally, Activest Wealth Management boosted its holdings in Applied Materials by 5,325.0% in the 1st quarter. Activest Wealth Management now owns 217 shares of the manufacturing equipment provider’s stock valued at $31,000 after purchasing an additional 213 shares during the period. 80.56% of the stock is owned by institutional investors.

Applied Materials Stock Performance

Applied Materials stock opened at $209.95 on Friday. The company has a quick ratio of 1.76, a current ratio of 2.50 and a debt-to-equity ratio of 0.28. The company has a market capitalization of $167.25 billion, a PE ratio of 25.02, a P/E/G ratio of 2.89 and a beta of 1.82. The firm has a fifty day simple moving average of $182.60 and a two-hundred day simple moving average of $171.47. Applied Materials, Inc. has a twelve month low of $123.74 and a twelve month high of $226.49.

Applied Materials (NASDAQ:AMAT) last posted its quarterly earnings results on Thursday, August 14th. The manufacturing equipment provider reported $2.48 earnings per share for the quarter, topping the consensus estimate of $2.36 by $0.12. The business had revenue of $7.30 billion during the quarter, compared to the consensus estimate of $7.21 billion. Applied Materials had a net margin of 23.88% and a return on equity of 40.96%. The firm’s revenue for the quarter was up 7.7% on a year-over-year basis. During the same period in the previous year, the firm posted $2.12 earnings per share. Applied Materials has set its Q4 2025 guidance at 1.910-2.310 EPS. Research analysts expect that Applied Materials, Inc. will post 9.38 EPS for the current year.

Applied Materials Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a $0.46 dividend. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $1.84 annualized dividend and a yield of 0.9%. Applied Materials’s payout ratio is currently 21.93%.

Analysts Set New Price Targets

AMAT has been the subject of several analyst reports. TD Cowen cut their price target on shares of Applied Materials from $220.00 to $200.00 and set a “buy” rating for the company in a report on Friday, August 15th. Daiwa Capital Markets reissued a “neutral” rating and issued a $170.00 price target (down from $185.00) on shares of Applied Materials in a report on Wednesday, August 20th. Citigroup cut their price target on shares of Applied Materials from $220.00 to $205.00 and set a “buy” rating for the company in a report on Friday, August 15th. Deutsche Bank Aktiengesellschaft dropped their price objective on shares of Applied Materials from $200.00 to $170.00 and set a “hold” rating for the company in a report on Friday, August 15th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Applied Materials in a report on Wednesday. Seventeen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $200.50.

Applied Materials Profile

Applied Materials, Inc engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries. The company operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits.