Franklin Resources Inc. Takes $30.69 Million Position in Advanced Energy Industries, Inc. $AEIS

Franklin Resources Inc. bought a new position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 231,598 shares of the electronics maker’s stock, valued at approximately $30,687,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Blair William & Co. IL acquired a new position in shares of Advanced Energy Industries during the 2nd quarter valued at $253,000. Dynamic Technology Lab Private Ltd acquired a new stake in shares of Advanced Energy Industries in the first quarter valued at $363,000. US Bancorp DE lifted its holdings in shares of Advanced Energy Industries by 67.6% in the second quarter. US Bancorp DE now owns 8,142 shares of the electronics maker’s stock valued at $1,079,000 after buying an additional 3,285 shares during the period. Assetmark Inc. boosted its stake in Advanced Energy Industries by 376.9% during the second quarter. Assetmark Inc. now owns 1,736 shares of the electronics maker’s stock valued at $230,000 after buying an additional 1,372 shares in the last quarter. Finally, Nuveen LLC acquired a new position in Advanced Energy Industries during the first quarter worth about $9,770,000. 99.67% of the stock is currently owned by institutional investors and hedge funds.

Advanced Energy Industries Price Performance

AEIS stock opened at $209.90 on Thursday. Advanced Energy Industries, Inc. has a one year low of $75.01 and a one year high of $232.05. The firm has a 50-day moving average of $192.17 and a two-hundred day moving average of $156.68. The firm has a market capitalization of $7.92 billion, a PE ratio of 94.98, a P/E/G ratio of 1.65 and a beta of 1.60. The company has a current ratio of 4.09, a quick ratio of 2.97 and a debt-to-equity ratio of 0.45.

Advanced Energy Industries (NASDAQ:AEIS) last released its quarterly earnings results on Tuesday, November 4th. The electronics maker reported $1.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.47 by $0.27. The business had revenue of $463.30 million for the quarter, compared to analyst estimates of $441.54 million. Advanced Energy Industries had a net margin of 5.13% and a return on equity of 12.38%. The firm’s revenue was up 23.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.98 earnings per share. Advanced Energy Industries has set its Q4 2025 guidance at 1.500-2.000 EPS. On average, analysts forecast that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current year.

Advanced Energy Industries Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 5th. Investors of record on Monday, November 24th will be paid a $0.10 dividend. This represents a $0.40 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Monday, November 24th. Advanced Energy Industries’s dividend payout ratio is currently 10.50%.

Insider Activity

In related news, EVP Paul R. Oldham sold 8,174 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $203.11, for a total transaction of $1,660,221.14. Following the completion of the sale, the executive vice president directly owned 24,792 shares in the company, valued at approximately $5,035,503.12. This trade represents a 24.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 1.20% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on AEIS shares. TD Cowen upped their price target on shares of Advanced Energy Industries from $140.00 to $210.00 and gave the company a “hold” rating in a report on Wednesday, November 5th. Cowen reiterated a “hold” rating on shares of Advanced Energy Industries in a report on Wednesday, November 5th. Citigroup increased their target price on shares of Advanced Energy Industries from $167.00 to $255.00 and gave the company a “buy” rating in a research note on Wednesday, November 12th. Stifel Nicolaus lifted their price target on shares of Advanced Energy Industries from $210.00 to $230.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Finally, Robert W. Baird set a $190.00 price target on Advanced Energy Industries in a report on Monday, October 27th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Advanced Energy Industries currently has a consensus rating of “Moderate Buy” and a consensus target price of $212.00.

Advanced Energy Industries Profile

Advanced Energy Industries, Inc provides precision power conversion, measurement, and control solutions in the United States and internationally. The company's plasma power products offer solutions to enable innovation for semiconductor and thin film plasma processes, such as dry etch and deposition.