Signet Private Wealth LLC Invests $384,000 in Applied Materials, Inc. $AMAT

Signet Private Wealth LLC bought a new position in shares of Applied Materials, Inc. (NASDAQ:AMAT) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 1,495 shares of the manufacturing equipment provider’s stock, valued at approximately $384,000.

Several other institutional investors and hedge funds have also made changes to their positions in AMAT. Brighton Jones LLC boosted 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 worth $2,061,000 after purchasing an additional 2,771 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of 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 during the last quarter. Forefront Wealth Partners LLC acquired a new position in shares of Applied Materials during the 2nd quarter worth approximately $410,000. Schnieders Capital Management LLC. boosted its holdings in shares of Applied Materials by 30.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 15,003 shares of the manufacturing equipment provider’s stock worth $2,747,000 after purchasing an additional 3,469 shares during the last quarter. Finally, Sei Investments Co. raised its position in shares of Applied Materials by 59.3% during the 2nd 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 during the period. 80.56% of the stock is currently owned by institutional investors and hedge funds.

Applied Materials Stock Performance

NASDAQ:AMAT opened at $497.01 on Thursday. The company has a fifty day simple moving average of $418.73 and a two-hundred day simple moving average of $348.79. The company has a market cap of $394.61 billion, a price-to-earnings ratio of 46.67, a price-to-earnings-growth ratio of 1.40 and a beta of 1.67. The company has a quick ratio of 1.80, a current ratio of 2.51 and a debt-to-equity ratio of 0.22. Applied Materials, Inc. has a 52 week low of $154.46 and a 52 week high of $534.44.

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

Applied Materials Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid 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 dividend yield of 0.4%. Applied Materials’s payout ratio is presently 19.91%.

Insider Activity

In related news, CFO Brice Hill sold 2,500 shares of the business’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $498.86, for a total transaction of $1,247,150.00. Following the completion of the transaction, the chief financial officer owned 136,113 shares in the company, valued at approximately $67,901,331.18. The trade was a 1.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CAO Adam Sanders sold 268 shares of the business’s stock in a transaction on Friday, May 22nd. The stock was 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 approximately $1,858,461.60. The trade was a 5.89% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 53,896 shares of company stock worth $27,135,121. 0.30% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

AMAT has been the topic of several analyst reports. Royal Bank Of Canada lifted their price target on shares of Applied Materials from $500.00 to $520.00 and gave the company an “outperform” rating in a research report on Friday, May 15th. Barclays lifted their price target on shares of Applied Materials from $450.00 to $500.00 and gave the company an “overweight” rating in a research report on Friday, May 15th. KGI Securities raised Applied Materials to an “outperform” rating and set a $425.00 target price on the stock in a research report on Friday, February 13th. Seaport Research Partners initiated coverage on Applied Materials in a research report on Monday, May 4th. They issued a “buy” rating and a $500.00 target price on the stock. Finally, HSBC initiated coverage on Applied Materials in a research report on Friday, May 8th. They issued a “buy” rating and a $517.00 target price on the stock. Twenty-seven analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $480.13.

Applied Materials News Roundup

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

• Positive Sentiment: Applied Materials received a new Street-high price target from a top Wall Street analyst, reinforcing the view that the stock can still move higher. Applied Materials Stock (AMAT) Scores a New Street-High Price Target from a Top Wall Street Analyst
• Positive Sentiment: The company expanded its Singapore manufacturing and R&D footprint with a $500 million Tampines Campus to support rising AI-chip demand, which highlights long-term growth opportunities in semiconductor equipment. Applied Materials Expands Singapore Manufacturing to Support AI Chip Demand
• Positive Sentiment: Cantor also raised price targets across chip-equipment peers, including Applied Materials, adding to the bullish analyst backdrop for the group. KLA Corp., Lam Research, Applied Materials, ASML in focus as Cantor ups price targets
• Neutral Sentiment: Applied Materials announced a quarterly cash dividend of $0.53 per share, signaling strong capital returns, though the move is usually more supportive than immediately price-driving. Applied Materials Announces Cash Dividend
• Negative Sentiment: Some coverage noted the stock slipping in pre-market trading despite the expansion news, suggesting investors are weighing the capital spending against the long-term AI demand story. AMAT Stock Falls despite Capacity Expansion as AI Fuels Demand for Chipmaking Gears

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.