Gabelli Funds LLC Trims Stock Holdings in Advanced Energy Industries, Inc. $AEIS

Gabelli Funds LLC reduced its stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 40.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,151 shares of the electronics maker’s stock after selling 7,000 shares during the period. Gabelli Funds LLC’s holdings in Advanced Energy Industries were worth $1,727,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the stock. Orion Porfolio Solutions LLC raised its stake in Advanced Energy Industries by 65.0% during the 3rd quarter. Orion Porfolio Solutions LLC now owns 14,660 shares of the electronics maker’s stock worth $2,494,000 after acquiring an additional 5,776 shares during the period. GW&K Investment Management LLC lifted its stake in shares of Advanced Energy Industries by 51.5% during the 3rd quarter. GW&K Investment Management LLC now owns 699,780 shares of the electronics maker’s stock valued at $119,062,000 after buying an additional 237,895 shares in the last quarter. Legato Capital Management LLC boosted its holdings in Advanced Energy Industries by 18.4% in the 3rd quarter. Legato Capital Management LLC now owns 22,714 shares of the electronics maker’s stock worth $3,865,000 after buying an additional 3,523 shares during the period. Fisher Asset Management LLC boosted its holdings in Advanced Energy Industries by 5.7% in the 3rd quarter. Fisher Asset Management LLC now owns 289,525 shares of the electronics maker’s stock worth $49,260,000 after buying an additional 15,532 shares during the period. Finally, Huntington National Bank raised its holdings in Advanced Energy Industries by 14.4% during the third quarter. Huntington National Bank now owns 541 shares of the electronics maker’s stock valued at $92,000 after acquiring an additional 68 shares during the period. 99.67% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Advanced Energy Industries

In other Advanced Energy Industries news, Director Lanesha Minnix sold 1,000 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $316.62, for a total transaction of $316,620.00. Following the transaction, the director directly owned 4,585 shares in the company, valued at $1,451,702.70. This represents a 17.91% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Elizabeth Karpinski Vonne sold 964 shares of the firm’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $328.42, for a total transaction of $316,596.88. Following the transaction, the executive vice president directly owned 11,683 shares in the company, valued at $3,836,930.86. This trade represents a 7.62% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 1.20% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. Zacks Research upgraded shares of Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a report on Friday, February 13th. Weiss Ratings reissued a “hold (c+)” rating on shares of Advanced Energy Industries in a report on Monday, December 29th. Wells Fargo & Company lifted their target price on Advanced Energy Industries from $225.00 to $300.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 11th. KeyCorp boosted their target price on Advanced Energy Industries from $330.00 to $375.00 and gave the stock an “overweight” rating in a research report on Monday, March 2nd. Finally, Wall Street Zen raised Advanced Energy Industries from a “hold” rating to a “buy” rating in a research note on Saturday, March 7th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, Advanced Energy Industries presently has a consensus rating of “Moderate Buy” and a consensus target price of $308.50.

Advanced Energy Industries Stock Performance

Advanced Energy Industries stock opened at $314.84 on Thursday. The company has a 50 day moving average price of $279.75 and a 200-day moving average price of $221.98. Advanced Energy Industries, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $350.00. The company has a market capitalization of $11.89 billion, a PE ratio of 82.42, a P/E/G ratio of 2.28 and a beta of 1.35.

Advanced Energy Industries (NASDAQ:AEIS) last announced its quarterly earnings data on Tuesday, February 10th. The electronics maker reported $1.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.76 by $0.18. The company had revenue of $489.40 million for the quarter, compared to analysts’ expectations of $473.12 million. Advanced Energy Industries had a return on equity of 15.72% and a net margin of 8.25%.Advanced Energy Industries’s revenue was up 17.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.30 earnings per share. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. On average, analysts forecast that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current year.

Advanced Energy Industries Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, March 6th. Stockholders of record on Monday, February 23rd were given a dividend of $0.10 per share. The ex-dividend date of this dividend was Monday, February 23rd. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.1%. Advanced Energy Industries’s dividend payout ratio is presently 10.47%.

About Advanced Energy Industries

Advanced Energy Industries, Inc is a global technology company specializing in precision power conversion, measurement, and control solutions. The company designs and manufactures a broad portfolio of products including high-voltage power supplies, RF and microwave generators, digital power controllers, reactive gas control systems, and thin film measurement instruments. These solutions enable advanced processes in semiconductor fabrication, flat panel display manufacturing, industrial coating, data storage, telecommunications and medical device production.

Founded in 1981 and headquartered in Fort Collins, Colorado, Advanced Energy has grown through strategic product development and international expansion.