Jefferies Financial Group Inc. Sells 3,479 Shares of Advanced Energy Industries, Inc. $AEIS

Market Beat
2025.11.30 10:55
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Jefferies Financial Group Inc. reduced its stake in Advanced Energy Industries, Inc. by 63.5% in Q2, selling 3,479 shares. The fund now holds 1,999 shares worth $265,000. Other institutional investors also adjusted their holdings. Advanced Energy Industries reported strong Q3 earnings with $1.74 EPS and $463.30 million in revenue. The company announced a quarterly dividend of $0.10 per share. Insider EVP Paul R. Oldham sold 8,174 shares. Analysts have mixed ratings on the stock.

Jefferies Financial Group Inc. trimmed its position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS - Free Report) by 63.5% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,999 shares of the electronics maker's stock after selling 3,479 shares during the quarter. Jefferies Financial Group Inc.'s holdings in Advanced Energy Industries were worth $265,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of AEIS. LPL Financial LLC lifted its position in Advanced Energy Industries by 14.6% during the first quarter. LPL Financial LLC now owns 30,749 shares of the electronics maker's stock valued at $2,931,000 after acquiring an additional 3,911 shares during the last quarter. Federated Hermes Inc. increased its position in shares of Advanced Energy Industries by 5.8% during the first quarter. Federated Hermes Inc. now owns 40,964 shares of the electronics maker's stock worth $3,904,000 after purchasing an additional 2,244 shares in the last quarter. GSA Capital Partners LLP lifted its holdings in shares of Advanced Energy Industries by 43.0% during the 1st quarter. GSA Capital Partners LLP now owns 7,610 shares of the electronics maker's stock valued at $725,000 after purchasing an additional 2,288 shares during the last quarter. Vestcor Inc acquired a new stake in shares of Advanced Energy Industries in the 1st quarter worth $255,000. Finally, Natixis Advisors LLC grew its stake in Advanced Energy Industries by 2.4% during the 1st quarter. Natixis Advisors LLC now owns 27,275 shares of the electronics maker's stock worth $2,600,000 after buying an additional 637 shares during the last quarter. Hedge funds and other institutional investors own 99.67% of the company's stock.

Advanced Energy Industries Price Performance

Shares of NASDAQ:AEIS opened at $211.35 on Friday. Advanced Energy Industries, Inc. has a twelve month low of $75.01 and a twelve month high of $232.05. The company has a current ratio of 4.09, a quick ratio of 2.97 and a debt-to-equity ratio of 0.45. The company has a market cap of $7.98 billion, a PE ratio of 95.63, a price-to-earnings-growth ratio of 1.65 and a beta of 1.60. The company's 50 day moving average is $193.71 and its 200 day moving average is $157.70.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last released its quarterly earnings data on Tuesday, November 4th. The electronics maker reported $1.74 EPS for the quarter, beating the consensus estimate of $1.47 by $0.27. The business had revenue of $463.30 million for the quarter, compared to the consensus estimate of $441.54 million. Advanced Energy Industries had a net margin of 5.13% and a return on equity of 12.38%. The business's revenue for the quarter was up 23.8% on a year-over-year basis. During the same period in the prior year, the firm earned $0.98 EPS. Advanced Energy Industries has set its Q4 2025 guidance at 1.500-2.000 EPS. On average, sell-side analysts forecast that Advanced Energy Industries, Inc. will post 3.66 EPS for the current year.

Advanced Energy Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, December 5th. Stockholders of record on Monday, November 24th will be issued a $0.10 dividend. This represents a $0.40 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend is Monday, November 24th. Advanced Energy Industries's payout ratio is 10.50%.

Insider Activity

In other news, EVP Paul R. Oldham sold 8,174 shares of the company's stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $203.11, for a total value of $1,660,221.14. Following the sale, the executive vice president owned 24,792 shares in the company, valued at $5,035,503.12. This represents a 24.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 1.20% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms have commented on AEIS. Robert W. Baird set a $190.00 price target on Advanced Energy Industries in a research note on Monday, October 27th. TD Cowen increased their price objective on shares of Advanced Energy Industries from $140.00 to $210.00 and gave the company a "hold" rating in a research report on Wednesday, November 5th. Wall Street Zen cut shares of Advanced Energy Industries from a "strong-buy" rating to a "buy" rating in a research note on Monday, November 24th. Susquehanna reissued a "neutral" rating and set a $190.00 target price on shares of Advanced Energy Industries in a research report on Thursday, November 6th. Finally, Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Advanced Energy Industries in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and five have given a Hold rating to the company's stock. According to MarketBeat, Advanced Energy Industries currently has an average rating of "Moderate Buy" and an average target price of $212.00.

Check Out Our Latest Research Report on Advanced Energy Industries

Advanced Energy Industries Company Profile

(Free Report)

Advanced Energy Industries, Inc provides precision power conversion, measurement, and control solutions in the United States and internationally. The company's plasma power products offer solutions to enable innovation for semiconductor and thin film plasma processes, such as dry etch and deposition.

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