Dynasty Wealth Management LLC Buys 1,445 Shares of Applied Materials, Inc. $AMAT

Dynasty Wealth Management LLC increased its stake in Applied Materials, Inc. (NASDAQ:AMAT) by 13.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 11,887 shares of the manufacturing equipment provider’s stock after acquiring an additional 1,445 shares during the quarter. Dynasty Wealth Management LLC’s holdings in Applied Materials were worth $3,055,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in shares of Applied Materials by 0.4% in the 4th quarter. Vanguard Group Inc. now owns 76,779,340 shares of the manufacturing equipment provider’s stock valued at $19,731,523,000 after purchasing an additional 330,197 shares during the last quarter. Capital Research Global Investors lifted its holdings in Applied Materials by 225.4% in the third quarter. Capital Research Global Investors now owns 14,877,672 shares of the manufacturing equipment provider’s stock valued at $3,046,057,000 after buying an additional 10,305,182 shares during the period. Ameriprise Financial Inc. lifted its holdings in Applied Materials by 40.1% in the third quarter. Ameriprise Financial Inc. now owns 12,520,114 shares of the manufacturing equipment provider’s stock valued at $2,563,376,000 after buying an additional 3,583,751 shares during the period. Norges Bank bought a new stake in Applied Materials during the fourth quarter valued at $2,858,543,000. Finally, Sanders Capital LLC boosted its position in Applied Materials by 42.6% during the third quarter. Sanders Capital LLC now owns 10,978,990 shares of the manufacturing equipment provider’s stock valued at $2,247,838,000 after acquiring an additional 3,280,730 shares during the last quarter. 80.56% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

AMAT has been the subject of several research analyst reports. Mizuho lifted their price objective on Applied Materials from $500.00 to $540.00 and gave the stock an “outperform” rating in a research report on Wednesday, May 27th. Wolfe Research upped their target price on Applied Materials from $500.00 to $550.00 and gave the company an “outperform” rating in a research report on Friday, May 15th. Bank of America raised their target price on Applied Materials from $465.00 to $540.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. HSBC began coverage on Applied Materials in a report on Friday, May 8th. They issued a “buy” rating and a $517.00 target price for the company. Finally, JPMorgan Chase & Co. increased their price target on Applied Materials from $400.00 to $515.00 and gave the stock an “overweight” rating in a report on Friday, May 15th. Twenty-seven analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Applied Materials has a consensus rating of “Moderate Buy” and an average price target of $470.13.

Applied Materials Stock Performance

Shares of Applied Materials stock opened at $490.05 on Wednesday. The business has a 50-day simple moving average of $399.26 and a 200 day simple moving average of $335.80. Applied Materials, Inc. has a one year low of $154.46 and a one year high of $491.51. The company has a debt-to-equity ratio of 0.22, a current ratio of 2.51 and a quick ratio of 1.80. The firm has a market capitalization of $389.08 billion, a price-to-earnings ratio of 46.01, a PEG ratio of 1.28 and a beta of 1.67.

Applied Materials (NASDAQ:AMAT) last announced its quarterly earnings results on Thursday, May 14th. The manufacturing equipment provider reported $2.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.18. Applied Materials had a return on equity of 36.97% and a net margin of 29.31%.The business had revenue of $7.91 billion for the quarter, compared to analyst estimates of $7.68 billion. During the same quarter in the prior year, the company earned $2.39 earnings per share. The company’s quarterly revenue was up 11.4% on a year-over-year basis. Applied Materials has set its Q3 2026 guidance at 3.160-3.560 EPS. On average, research analysts anticipate that Applied Materials, Inc. will post 12.02 earnings per share for the current fiscal year.

Applied Materials Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be given a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend is Thursday, May 21st. This is an increase from Applied Materials’s previous quarterly dividend of $0.46. Applied Materials’s payout ratio is 19.91%.

Insiders Place Their Bets

In other Applied Materials news, Director Judy Bruner sold 1,128 shares of the firm’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $450.00, for a total value of $507,600.00. Following the transaction, the director directly owned 26,544 shares of the company’s stock, valued at approximately $11,944,800. This trade represents a 4.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Adam Sanders sold 268 shares of Applied Materials stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $434.22, for a total transaction of $116,370.96. Following the transaction, the chief accounting officer owned 4,280 shares of the company’s stock, valued at $1,858,461.60. This represents a 5.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.30% of the company’s stock.

Applied Materials News Summary

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

• Positive Sentiment: Jim Cramer said Applied Materials “can’t keep up with demand” and later added that he’s betting the company “will just keep winning,” reinforcing a bullish narrative around AI-driven semiconductor equipment demand. Applied Materials (AMAT) Can’t Keep Up With Demand, Says Jim Cramer
• Positive Sentiment: Applied Materials presented at the Bank of America 2026 Global Technology Conference, keeping the stock in focus and potentially giving management a chance to highlight demand trends, margin outlook, and AI-related opportunities. Applied Materials, Inc. (AMAT) Presents at Bank of America 2026 Global Technology Conference Transcript
• Positive Sentiment: Multiple recent articles describe AMAT as a trending stock and note Wall Street’s bullish view, suggesting investor sentiment remains constructive heading into the next catalyst. Is It Worth Investing in Applied Materials (AMAT) Based on Wall Street’s Bullish Views?
• Positive Sentiment: Another piece highlights AMAT’s growing attention among investors, which can support momentum in a stock that is already trading near its 52-week high. Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Several commentary pieces discuss Applied Materials’ “real value” and broader AI investment themes, but they do not appear to include a direct new fundamental update that would materially change the near-term outlook. Applied Materials And Its Real Value
• Neutral Sentiment: Broadcom-related coverage mentioned Applied Materials as a partner in new AI data center and network platform announcements, but the impact on AMAT itself appears indirect for now. Why Broadcom (AVGO) Is Up 11.1% After New AI Data Center And Edge Network Platforms

About Applied Materials

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.