Advanced Energy Industries, Inc. $AEIS is Analog Century Management LP’s 10th Largest Position

Posted by Francis Steltz on Jun 14th, 2026

Analog Century Management LP lessened its stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS – Free Report) by 0.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 463,939 shares of the electronics maker’s stock after selling 3,362 shares during the quarter. Advanced Energy Industries comprises 4.8% of Analog Century Management LP’s portfolio, making the stock its 10th largest holding. Analog Century Management LP’s holdings in Advanced Energy Industries were worth $97,135,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in the stock. Geode Capital Management LLC grew its holdings in Advanced Energy Industries by 3.1% during the 4th quarter. Geode Capital Management LLC now owns 956,979 shares of the electronics maker’s stock valued at $200,393,000 after buying an additional 28,549 shares in the last quarter. Bank of America Corp DE grew its holdings in Advanced Energy Industries by 2.2% during the 2nd quarter. Bank of America Corp DE now owns 946,649 shares of the electronics maker’s stock valued at $125,431,000 after buying an additional 20,573 shares in the last quarter. GW&K Investment Management LLC grew its holdings in 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. Norges Bank purchased a new position in Advanced Energy Industries during the 4th quarter valued at about $123,403,000. Finally, Franklin Resources Inc. grew its holdings in Advanced Energy Industries by 55.4% during the 4th quarter. Franklin Resources Inc. now owns 487,494 shares of the electronics maker’s stock valued at $102,067,000 after buying an additional 173,836 shares in the last quarter. Hedge funds and other institutional investors own 99.67% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on AEIS shares. Robert W. Baird lifted their target price on Advanced Energy Industries from $360.00 to $380.00 and gave the company an “outperform” rating in a report on Tuesday, May 5th. Citigroup lifted their target price on Advanced Energy Industries from $385.00 to $410.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Wells Fargo & Company lifted their target price on Advanced Energy Industries from $340.00 to $345.00 and gave the company an “equal weight” rating in a report on Tuesday, May 5th. Weiss Ratings lowered Advanced Energy Industries from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, May 29th. Finally, KeyCorp lifted their target price on Advanced Energy Industries from $375.00 to $415.00 and gave the company an “overweight” rating in a report on Tuesday, May 5th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $361.82.

Read Our Latest Analysis on AEIS

Insider Transactions at Advanced Energy Industries

In other news, EVP Paul R. Oldham sold 4,314 shares of Advanced Energy Industries stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $315.99, for a total transaction of $1,363,180.86. Following the completion of the sale, the executive vice president owned 22,217 shares in the company, valued at approximately $7,020,349.83. This trade represents a 16.26% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Elizabeth Karpinski Vonne sold 966 shares of Advanced Energy Industries stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $369.40, for a total value of $356,840.40. Following the sale, the executive vice president owned 11,616 shares of the company’s stock, valued at approximately $4,290,950.40. This trade represents a 7.68% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 1.30% of the company’s stock.

Advanced Energy Industries Trading Up 4.1%

Shares of AEIS opened at $354.37 on Friday. The company has a market cap of $13.48 billion, a PE ratio of 74.60, a price-to-earnings-growth ratio of 1.54 and a beta of 1.30. The stock has a 50-day moving average price of $344.50 and a 200-day moving average price of $293.83. Advanced Energy Industries, Inc. has a 12-month low of $122.08 and a 12-month high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS – Get Free Report) last issued its quarterly earnings results on Monday, May 4th. The electronics maker reported $2.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.97 by $0.12. The firm had revenue of $511.00 million during the quarter, compared to the consensus estimate of $505.81 million. Advanced Energy Industries had a return on equity of 17.99% and a net margin of 10.00%.The company’s revenue for the quarter was up 26.3% on a year-over-year basis. During the same quarter last year, the company posted $1.23 EPS. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. As a group, analysts predict that Advanced Energy Industries, Inc. will post 7.65 earnings per share for the current year.

Advanced Energy Industries Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Monday, May 25th were given a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Friday, May 22nd. Advanced Energy Industries’s dividend payout ratio (DPR) is 8.42%.

Advanced Energy Industries Company Profile

(Free Report)

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.