Advanced Energy Industries, Inc. $AEIS Stock: TD Waterhouse Canada Inc. Trims Position

TD Waterhouse Canada Inc. reduced its holdings in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 96.6% in the third quarter, according to its most recent filing with the SEC. The fund owned 1,332 shares of the electronics maker’s stock after selling 38,088 shares during the period. TD Waterhouse Canada Inc.’s holdings in Advanced Energy Industries were worth $392,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of AEIS. Root Financial Partners LLC boosted its holdings in Advanced Energy Industries by 33.3% during the 1st quarter. Root Financial Partners LLC now owns 108 shares of the electronics maker’s stock valued at $35,000 after acquiring an additional 27 shares during the period. Basecamp Wealth Advisors LLC grew its position in Advanced Energy Industries by 16.2% in the 1st quarter. Basecamp Wealth Advisors LLC now owns 222 shares of the electronics maker’s stock valued at $72,000 after acquiring an additional 31 shares during the last quarter. Kintra Wealth LLC increased its stake in Advanced Energy Industries by 3.9% in the second quarter. Kintra Wealth LLC now owns 1,092 shares of the electronics maker’s stock worth $407,000 after purchasing an additional 41 shares during the period. Fifth Third Wealth Advisors LLC increased its stake in Advanced Energy Industries by 4.5% in the first quarter. Fifth Third Wealth Advisors LLC now owns 1,191 shares of the electronics maker’s stock worth $384,000 after purchasing an additional 51 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in Advanced Energy Industries in the second quarter worth $27,000. 99.67% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, COO Eduardo Acebedo sold 24,771 shares of the firm’s stock in a transaction dated 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 owned 23,109 shares of the company’s stock, valued at $7,290,427.32. This trade represents a 51.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Elizabeth Vonne sold 632 shares of Advanced Energy Industries stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $288.14, for a total value of $182,104.48. Following the completion of the transaction, the executive vice president owned 9,177 shares in the company, valued at $2,644,260.78. This trade represents a 6.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 27,218 shares of company stock valued at $8,562,008 over the last 90 days. 1.30% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several analysts have recently weighed in on AEIS shares. Zacks Research upgraded Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 30th. Citigroup restated a “buy” rating on shares of Advanced Energy Industries in a report on Monday, September 28th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Energy Industries in a research note on Tuesday, September 22nd. Wall Street Zen upgraded shares of Advanced Energy Industries from a “hold” rating to a “buy” rating in a report on Saturday, June 27th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $400.00 price objective on shares of Advanced Energy Industries in a report on Tuesday, August 4th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $409.50.

Advanced Energy Industries Stock Down 0.0%

Advanced Energy Industries stock opened at $216.63 on Friday. The business has a fifty day moving average of $274.69 and a two-hundred day moving average of $313.24. The company has a quick ratio of 2.94, a current ratio of 3.79 and a debt-to-equity ratio of 0.78. The firm has a market cap of $8.68 billion, a P/E ratio of 40.42 and a beta of 1.31. Advanced Energy Industries, Inc. has a twelve month low of $187.71 and a twelve month high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS) last announced its earnings results on Monday, August 3rd. The electronics maker reported $2.74 earnings per share (EPS) for the quarter, beating the consensus estimate 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 business had revenue of $574.10 million for the quarter, compared to analysts’ expectations of $544.41 million. During the same quarter last year, the firm earned $1.50 EPS. The business’s revenue for the quarter was up 30.0% on a year-over-year basis. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. On average, analysts forecast that Advanced Energy Industries, Inc. will post 9.53 earnings per share for the current fiscal year.

Advanced Energy Industries Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Monday, August 24th were paid a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date was Monday, August 24th. Advanced Energy Industries’s dividend payout ratio is 7.46%.

Advanced Energy Industries Company Profile

Advanced Energy Industries, Inc develops and manufactures precision power-conversion, measurement and control technologies. Its products are designed to regulate, transform and deliver electrical power with high levels of accuracy and reliability in demanding industrial applications.

The company’s portfolio includes direct-current and alternating-current power supplies, radio-frequency power systems, high-voltage power supplies, thermal-management equipment, power control modules, and measurement and control instruments.