Financial Solutions Advisory Group Inc. Takes $885,000 Position in Applied Materials, Inc. $AMAT

Posted by Stanley Muller on Aug 2nd, 2026

Financial Solutions Advisory Group Inc. purchased a new position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 2,590 shares of the manufacturing equipment provider’s stock, valued at approximately $885,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AMAT. Brighton Jones LLC boosted its holdings in shares of Applied Materials by 28.0% in the fourth quarter. Brighton Jones LLC now owns 12,674 shares of the manufacturing equipment provider’s stock valued at $2,061,000 after purchasing an additional 2,771 shares during the period. Sivia Capital Partners LLC grew its position in shares of Applied Materials by 26.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,225 shares of the manufacturing equipment provider’s stock worth $590,000 after buying an additional 679 shares in the last quarter. Forefront Wealth Partners LLC bought a new position in shares of Applied Materials during the 2nd quarter worth $410,000. Schnieders Capital Management LLC. raised its holdings in shares of Applied Materials by 30.1% in the second quarter. Schnieders Capital Management LLC. now owns 15,003 shares of the manufacturing equipment provider’s stock valued at $2,747,000 after acquiring an additional 3,469 shares in the last quarter. Finally, Sei Investments Co. lifted its stake in Applied Materials by 59.3% in the second quarter. Sei Investments Co. now owns 422,694 shares of the manufacturing equipment provider’s stock worth $77,383,000 after acquiring an additional 157,426 shares during the period. Institutional investors own 80.56% of the company’s stock.

Applied Materials Price Performance

Shares of AMAT stock opened at $507.67 on Friday. Applied Materials, Inc. has a fifty-two week low of $154.46 and a fifty-two week high of $739.67. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.80 and a current ratio of 2.51. The firm has a market capitalization of $403.07 billion, a price-to-earnings ratio of 47.67, a PEG ratio of 1.29 and a beta of 1.57. The stock’s 50-day simple moving average is $550.86 and its 200-day simple moving average is $429.98.

Applied Materials (NASDAQ:AMAT – Get Free Report) last announced its quarterly earnings data on Thursday, May 14th. The manufacturing equipment provider reported $2.86 EPS for the quarter, beating the consensus estimate of $2.68 by $0.18. The firm had revenue of $7.91 billion during the quarter, compared to analyst estimates of $7.68 billion. Applied Materials had a net margin of 29.31% and a return on equity of 36.97%. Applied Materials’s revenue was up 11.4% on a year-over-year basis. During the same period last year, the firm posted $2.39 EPS. Applied Materials has set its Q3 2026 guidance at 3.160-3.560 EPS. As a group, equities analysts forecast that Applied Materials, Inc. will post 12.14 earnings per share for the current fiscal year.

Applied Materials Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.53 per share. The ex-dividend date is Thursday, August 20th. This represents a $2.12 dividend on an annualized basis and a yield of 0.4%. Applied Materials’s dividend payout ratio is presently 19.91%.

Key Headlines Impacting Applied Materials

Here are the key news stories impacting Applied Materials this week:

Positive Sentiment: Semiconductor stocks rallied this week on strong technology earnings, while three semiconductor ETFs ranked among the largest recipients of new investor cash. The sector-wide buying provides a favorable backdrop for Applied Materials. Semiconductor ETFs Draw Cash This Week as Chip Stocks Rally
Positive Sentiment: A bullish analysis maintains a “Strong Buy” view after AMAT’s substantial multiyear advance, citing the company’s exposure to AI-driven semiconductor equipment demand and continued operating momentum. Applied Materials: Why I’m Maintaining A Strong Buy After A 45% Run
Positive Sentiment: Zacks highlighted Applied Materials’ AI-driven momentum, record results, expanding margins and improving customer visibility. These factors reinforce expectations for durable growth. AMAT recently exceeded quarterly earnings and revenue estimates, with revenue increasing year over year and upbeat quarterly earnings guidance. The Zacks Analyst Blog Highlights Applied Materials
Neutral Sentiment: Coverage of Lam Research’s surge indicates that AI equipment demand was already visible in industry results. This supports the semiconductor-equipment cycle generally, although it does not provide a company-specific update for AMAT. Lam Research Stock’s Surge Was Building In Plain Sight
Negative Sentiment: Despite long-term support from initiatives such as the AI Materials Foundry, one valuation analysis argues that AMAT may not be a bargain after a 218.9% five-year gain. The elevated valuation and high expectations could limit additional upside or increase sensitivity to any slowdown in AI-related spending. Applied Materials Stock May Not Be A Bargain Despite AI Materials Foundry News

Analyst Upgrades and Downgrades

A number of research analysts have commented on AMAT shares. Erste Group Bank raised shares of Applied Materials from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. KeyCorp boosted their price objective on shares of Applied Materials from $550.00 to $750.00 and gave the stock an “overweight” rating in a research note on Monday, June 29th. Wells Fargo & Company increased their target price on Applied Materials from $715.00 to $740.00 and gave the company an “overweight” rating in a research report on Friday, June 26th. Deutsche Bank Aktiengesellschaft boosted their price target on Applied Materials from $450.00 to $550.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. Finally, Stifel Nicolaus upped their price objective on Applied Materials from $530.00 to $650.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, Applied Materials presently has a consensus rating of “Moderate Buy” and a consensus target price of $599.19.

View Our Latest Analysis on AMAT

Insiders Place Their Bets

In other news, SVP Timothy M. Deane sold 8,621 shares of the business’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $590.76, for a total transaction of $5,092,941.96. Following the sale, the senior vice president directly owned 134,631 shares of the company’s stock, valued at $79,534,609.56. The trade was a 6.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Omkaram Nalamasu sold 24,263 shares of the company’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $593.43, for a total value of $14,398,392.09. Following the completion of the transaction, the senior vice president directly owned 146,916 shares in the company, valued at approximately $87,184,361.88. The trade was a 14.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 278,088 shares of company stock valued at $169,654,805. Corporate insiders own 0.30% of the company’s stock.

Applied Materials Company Profile

(Free Report)

Applied Materials, Inc is a U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials. Headquartered in Santa Clara, California, the company designs and sells capital equipment and related technologies that enable production of integrated circuits, display panels and materials used across the electronics supply chain.

Applied Materials’ offerings include process equipment and factory software that support critical steps in device fabrication, such as deposition, etch, implantation, inspection and metrology, as well as systems for packaging and advanced heterogeneous integration.