Applied Materials, Inc. $AMAT Shares Purchased by Asset One Wealth Management LLC

Posted by Francis Steltz on Nov 7th, 2026

Asset One Wealth Management LLC lifted its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 23.9% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 22,202 shares of the manufacturing equipment provider’s stock after buying an additional 4,287 shares during the period. Applied Materials makes up about 1.0% of Asset One Wealth Management LLC’s portfolio, making the stock its 21st biggest holding. Asset One Wealth Management LLC’s holdings in Applied Materials were worth $11,354,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Heritage Family Offices LLP lifted its position in Applied Materials by 6.9% during the 3rd quarter. Heritage Family Offices LLP now owns 1,599 shares of the manufacturing equipment provider’s stock worth $818,000 after acquiring an additional 103 shares in the last quarter. Alta Advisers Ltd increased its position in Applied Materials by 76.7% during the 3rd quarter. Alta Advisers Ltd now owns 5,718 shares of the manufacturing equipment provider’s stock worth $2,924,000 after buying an additional 2,482 shares during the period. Principle Wealth Partners LLC lifted its stake in shares of Applied Materials by 38.6% in the 3rd quarter. Principle Wealth Partners LLC now owns 2,699 shares of the manufacturing equipment provider’s stock valued at $1,381,000 after purchasing an additional 752 shares during the period. Kestra Advisory Services LLC increased its stake in shares of Applied Materials by 74.4% in the third quarter. Kestra Advisory Services LLC now owns 165,156 shares of the manufacturing equipment provider’s stock worth $84,457,000 after purchasing an additional 70,474 shares in the last quarter. Finally, Claro Advisors Inc. lifted its position in shares of Applied Materials by 21.2% in the 3rd quarter. Claro Advisors Inc. now owns 4,036 shares of the manufacturing equipment provider’s stock worth $2,064,000 after purchasing an additional 706 shares during the period. 80.56% of the stock is owned by hedge funds and other institutional investors.

Applied Materials News Roundup

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

Positive Sentiment: A rally in chip-equipment shares is lifting AMAT ahead of its fiscal fourth-quarter results, scheduled for November 12. The sector move followed Lam Research’s announcement of a $25 billion share buyback. Article: Applied Materials Stocks Rise as Chip Equipment Rallies Ahead of Earnings
Positive Sentiment: AI-related equipment demand and growth in advanced packaging are cited as longer-term supports for Applied Materials, despite the recent pullback in chip stocks. Article: AMAT Shares Plunge 30% in a Month: Should You Buy, Sell or Hold?
Neutral Sentiment: The upcoming results are a key near-term catalyst: investors will assess whether demand and equipment-spending expectations hold up in a more cautious investment environment. Article: Applied Materials Stocks Fall Before a Revenue Test
Negative Sentiment: The rebound follows a sharp chip-stock sell-off, with investors worried that data-center spending could slow; weak Qualcomm guidance added to sector concerns. AMAT also recently faced pressure after an analyst downgrade. Article: Chip Stock Rout Deepens Article: Applied Materials Stock Falls After Analyst Downgrade

Applied Materials Trading Up 4.2%

NASDAQ AMAT opened at $332.71 on Friday. The business has a fifty day simple moving average of $444.84 and a 200 day simple moving average of $444.66. Applied Materials, Inc. has a 12 month low of $203.40 and a 12 month high of $739.67. The firm has a market capitalization of $264.04 billion, a P/E ratio of 28.68, a PEG ratio of 0.73 and a beta of 1.67. The company has a current ratio of 2.42, a quick ratio of 1.79 and a debt-to-equity ratio of 0.20.

Applied Materials (NASDAQ:AMAT – Get Free Report) last announced its quarterly earnings data on Thursday, August 13th. The manufacturing equipment provider reported $3.50 EPS for the quarter, beating the consensus estimate of $3.40 by $0.10. Applied Materials had a net margin of 30.05% and a return on equity of 38.02%. The company had revenue of $9.12 billion for the quarter, compared to the consensus estimate of $8.99 billion. During the same period in the prior year, the firm posted $2.48 EPS. Applied Materials’s revenue for the quarter was up 24.8% on a year-over-year basis. Applied Materials has set its Q4 2026 guidance at 3.820-4.220 EPS. On average, analysts predict that Applied Materials, Inc. will post 12.79 EPS for the current fiscal year.

Applied Materials Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a dividend of $0.53 per share. The ex-dividend date is Thursday, November 19th. This represents a $2.12 annualized dividend and a dividend yield of 0.6%. Applied Materials’s dividend payout ratio (DPR) is currently 18.28%.

Insider Activity at Applied Materials

In related news, Director Judy Bruner sold 1,000 shares of the company’s stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $465.00, for a total value of $465,000.00. Following the transaction, the director directly owned 25,544 shares in the company, valued at approximately $11,877,960. This represents a 3.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CAO Adam Sanders sold 725 shares of the business’s stock in a transaction on Friday, October 2nd. The shares were sold at an average price of $544.56, for a total transaction of $394,806.00. Following the transaction, the chief accounting officer owned 3,181 shares in the company, valued at $1,732,245.36. The trade was a 18.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 9,225 shares of company stock worth $4,454,181 in the last 90 days. Corporate insiders own 0.30% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have issued reports on AMAT shares. Royal Bank Of Canada reissued an “outperform” rating and issued a $600.00 target price on shares of Applied Materials in a research report on Wednesday, October 14th. Berenberg Bank upped their price target on shares of Applied Materials from $575.00 to $675.00 and gave the company a “buy” rating in a research note on Monday, August 17th. Craig Hallum increased their price target on shares of Applied Materials from $530.00 to $585.00 and gave the stock a “buy” rating in a report on Friday, August 14th. UBS Group upped their target price on shares of Applied Materials from $675.00 to $695.00 and gave the stock a “buy” rating in a report on Tuesday, September 1st. Finally, William Blair initiated coverage on Applied Materials in a report on Tuesday, August 11th. They issued a “market perform” rating on the stock. Thirty research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $632.01.

View Our Latest Report on Applied Materials

Applied Materials Profile

(Free Report)

Applied Materials, Inc develops and supplies equipment, software and services used to manufacture semiconductors and advanced displays. Its technologies help customers build and process materials at the microscopic scale required for chips and other electronic products.

The company’s offerings include systems for depositing, removing and modifying materials, as well as inspection, measurement and process-control tools. It also provides equipment and services for advanced semiconductor packaging and supports customers with maintenance, upgrades and manufacturing software.

Founded in 1967 and headquartered in Santa Clara, California, Applied Materials serves semiconductor and display manufacturers around the world.