Integrated Wealth Concepts LLC Boosts Holdings in Applied Materials, Inc. $AMAT

Posted by George Bondi on Sep 9th, 2026

Integrated Wealth Concepts LLC lifted its position in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 2.9% during the second quarter, HoldingsChannel reports. The firm owned 38,563 shares of the manufacturing equipment provider’s stock after purchasing an additional 1,091 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in Applied Materials were worth $27,881,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Cornerstone Financial Management LLC purchased a new position in Applied Materials in the 4th quarter valued at about $25,000. Wilkerson Advisory Group LLC acquired a new stake in Applied Materials during the 4th quarter valued at approximately $26,000. Harborfront Financial Group LLC purchased a new stake in Applied Materials during the 2nd quarter worth approximately $27,000. Financial Freedom LLC acquired a new position in shares of Applied Materials in the 1st quarter valued at approximately $28,000. Finally, Orion Capital Management LLC purchased a new position in shares of Applied Materials during the 2nd quarter valued at approximately $33,000. 80.56% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Applied Materials

In other Applied Materials news, SVP Timothy Deane sold 8,621 shares of the company’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $590.76, for a total value of $5,092,941.96. Following the transaction, the senior vice president owned 134,631 shares of the company’s stock, valued at approximately $79,534,609.56. This represents a 6.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Omkaram Nalamasu sold 24,263 shares of the firm’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $593.43, for a total value of $14,398,392.09. Following the sale, the senior vice president directly owned 146,916 shares of the company’s stock, valued at approximately $87,184,361.88. This represents a 14.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 231,692 shares of company stock valued at $146,114,059 in the last 90 days. 0.30% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

AMAT has been the subject of a number of research analyst reports. UBS Group lifted their price target on shares of Applied Materials from $675.00 to $695.00 and gave the stock a “buy” rating in a research note on Tuesday, September 1st. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Applied Materials in a research report on Friday, August 14th. Royal Bank Of Canada lifted their price target on Applied Materials from $520.00 to $600.00 and gave the stock an “outperform” rating in a research note on Friday, August 14th. Stifel Nicolaus upped their price objective on Applied Materials from $530.00 to $650.00 and gave the company a “buy” rating in a research note on Friday, July 10th. Finally, Morgan Stanley decreased their target price on Applied Materials from $646.00 to $642.00 and set an “equal weight” rating for the company in a research report on Friday, August 14th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $658.45.

Read Our Latest Analysis on AMAT

Applied Materials Stock Up 4.0%

AMAT stock opened at $472.79 on Wednesday. Applied Materials, Inc. has a fifty-two week low of $161.75 and a fifty-two week high of $739.67. The company has a quick ratio of 1.79, a current ratio of 2.42 and a debt-to-equity ratio of 0.20. The stock has a market cap of $375.21 billion, a PE ratio of 40.76, a price-to-earnings-growth ratio of 1.27 and a beta of 1.60. The firm’s 50-day simple moving average is $523.44 and its 200 day simple moving average is $462.73.

Applied Materials (NASDAQ:AMAT – Get Free Report) last released its quarterly earnings results on Thursday, August 13th. The manufacturing equipment provider reported $3.50 earnings per share for the quarter, beating analysts’ consensus estimates of $3.40 by $0.10. Applied Materials had a return on equity of 38.02% and a net margin of 30.05%.The company had revenue of $9.12 billion for the quarter, compared to analysts’ expectations of $8.99 billion. During the same quarter in the previous year, the company posted $2.48 earnings per share. The business’s revenue for the quarter was up 24.8% compared to the same quarter last year. Applied Materials has set its Q4 2026 guidance at 3.820-4.220 EPS. As a group, sell-side analysts predict that Applied Materials, Inc. will post 12.76 EPS for the current year.

Applied Materials Company Profile

(Free Report)

Applied Materials, Inc is a global provider of materials engineering solutions used to manufacture semiconductors, displays and other advanced electronic products. The company develops and supplies equipment, services and software that help customers build and improve the performance of chips and display panels.

Its semiconductor products support processes including deposition, etch, patterning, inspection, metrology and materials modification. Applied Materials also provides equipment and services for display manufacturing, including technologies used in producing liquid-crystal and organic light-emitting diode displays, as well as solutions for adjacent markets such as solar and other specialty applications.

Founded in 1967 and headquartered in Santa Clara, California, Applied Materials serves semiconductor and display manufacturers worldwide through operations, customer-support centers and research and development activities across major technology-producing regions.