GW&K Investment Management LLC Grows Position in Advanced Energy Industries, Inc. $AEIS

GW&K Investment Management LLC boosted its holdings in Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 51.5% in the 3rd quarter, Holdings Channel.com reports. The firm owned 699,780 shares of the electronics maker’s stock after acquiring an additional 237,895 shares during the period. Advanced Energy Industries comprises 1.1% of GW&K Investment Management LLC’s holdings, making the stock its 9th biggest position. GW&K Investment Management LLC’s holdings in Advanced Energy Industries were worth $119,062,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of AEIS. Norges Bank bought a new position in shares of Advanced Energy Industries during the second quarter worth approximately $58,766,000. Franklin Resources Inc. bought a new stake in shares of Advanced Energy Industries in the second quarter valued at approximately $30,687,000. Tributary Capital Management LLC grew its position in Advanced Energy Industries by 92.5% during the third quarter. Tributary Capital Management LLC now owns 344,654 shares of the electronics maker’s stock worth $58,639,000 after buying an additional 165,655 shares in the last quarter. Fisher Asset Management LLC grew its position in Advanced Energy Industries by 80.4% during the second quarter. Fisher Asset Management LLC now owns 273,993 shares of the electronics maker’s stock worth $36,304,000 after buying an additional 122,094 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA increased its stake in Advanced Energy Industries by 18.3% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 719,867 shares of the electronics maker’s stock worth $122,478,000 after acquiring an additional 111,467 shares during the period. Institutional investors own 99.67% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently weighed in on AEIS. KeyCorp upped their target price on Advanced Energy Industries from $330.00 to $375.00 and gave the company an “overweight” rating in a research report on Monday. Robert W. Baird set a $315.00 price objective on shares of Advanced Energy Industries in a research note on Thursday, February 12th. Zacks Research raised shares of Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a report on Friday, February 13th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Energy Industries in a report on Monday, December 29th. Finally, TD Cowen reiterated a “hold” rating on shares of Advanced Energy Industries in a research report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $308.50.

Insiders Place Their Bets

In other news, Director Lanesha Minnix sold 1,000 shares of the stock in a transaction on Friday, February 13th. The stock was sold at an average price of $316.62, for a total value of $316,620.00. Following the completion of the transaction, the director directly owned 4,585 shares in the company, valued at approximately $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 accessible through this hyperlink. Also, EVP Elizabeth Karpinski Vonne sold 964 shares of the business’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $328.42, for a total value of $316,596.88. Following the sale, the executive vice president owned 11,683 shares in the company, valued at $3,836,930.86. This represents a 7.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.20% of the stock is currently owned by corporate insiders.

Advanced Energy Industries Trading Up 2.5%

Shares of NASDAQ AEIS opened at $330.54 on Thursday. The company has a market cap of $12.48 billion, a price-to-earnings ratio of 86.53, a PEG ratio of 2.42 and a beta of 1.35. Advanced Energy Industries, Inc. has a 12 month low of $75.01 and a 12 month high of $350.00. The stock has a 50-day moving average price of $270.58 and a two-hundred day moving average price of $216.53.

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

Advanced Energy Industries Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 6th. Stockholders of record on Monday, February 23rd will be issued a dividend of $0.10 per share. The ex-dividend date is Monday, February 23rd. This represents a $0.40 annualized dividend and a dividend yield of 0.1%. Advanced Energy Industries’s dividend payout ratio is 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.