Advanced Energy Industries Inc (AEIS)

Sector:
INFORMATION TECHNOLOGY
Industry:
SEMICONDUCTORS
SIC:
ELECTRONIC COMPONENTS, NEC
CEO:
Stephen D. Kelley
Employees:
12,000
1625 SHARP POINT DR, FT COLLINS, CO 80525
9702214670

Advanced Energy Industries, Inc. designs, manufactures, sells, and supports precision power conversion, measurement, and control solutions worldwide. It offers plasma power solutions, including direct current (DC), pulsed DC, low frequency alternating current, high voltage, and high voltage (RF) power supplies. The company also provides power control modules and thermal instrumentation products for rapid thermal processing, chemical vapor deposition, epitaxy, crystal growing, and chemical processing.

Data derived from most recent annual or quarterly report
Market Cap 3.883 Billion Shares Outstanding37.651 Million Avg 30-day Volume 339.033 Thousand
P/E Ratio23.942 Dividend Yield0.3589 EPS0.72
Price to Revenue2.2804 Debt to Equity0.323 EBITDA278.035 Million
Price to Book Value3.7441 Operating Margin11.1247 Enterprise Value4.121 Billion
Current Ratio3.801 EPS Growth0.245 Quick Ratio2.353
1 Yr BETA 1.4223 52-week High/Low 126.26 / 67.72 Profit Margin9.5251
Operating Cash Flow Growth88.1191 Free Cash Flow to Firm (FCFF) TTM 74.264 Million Free Cash Flow to Equity (FCFE) TTM125.579 Million
Altman Z-Score5.5909
Earnings Report2023-11-01
View SEC Filings from AEIS instead.

View recent insider trading info

Advanced Energy Industries Inc YCharts
Yahoo! Finance finviz
SEC Web Site SEC DEF 14A Filings

Funds Holding AEIS (via 13F filings)

Refresh Download CSV Download Excel (.xlsx) Download TSV
Filter by:
Click for Additional Filters
to
to
to
Refresh
*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding AEIS

Download CSV

Active Schedule 13D and 13G filings

Please sign in first

Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-09-05 by FOSTER RONALD C
  • 4: filed on 2023-08-02 by FOSTER RONALD C
  • 4: filed on 2023-07-05 by FOSTER RONALD C
  • 4: filed on 2023-07-05 by OLDHAM PAUL R
  • 4: filed on 2023-06-07 by FOSTER RONALD C
  • 4: filed on 2023-06-02 by FOSTER RONALD C
  • 4: filed on 2023-05-30 by OLDHAM PAUL R
  • 4: filed on 2023-05-26 by FOSTER RONALD C
  • 4: filed on 2023-05-09 by DAVID REED
  • 4: filed on 2023-05-09 by SHIRLEY BRIAN

    • Events (8k)

  • 8-K: filed on 2023-09-13:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 3.02: Unregistered Sales of Equity Securities
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-09-08:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-09-06:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-08-03:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-03:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-04-28:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 5.07: Submission of Matters to a Vote of Security Holders
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-02-08:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-11-01:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K/A: filed on 2022-10-24:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
  • 8-K: filed on 2022-06-16:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits

    • Proposed Sales (Form 144)

  • 144: filed on 2023-05-10:
  • 144: filed on 2023-05-25:
  • 144: filed on 2023-05-26:
  • 144: filed on 2023-06-01:
  • 144: filed on 2023-06-07:
  • 144: filed on 2023-06-29:
  • 144: filed on 2023-07-03:
  • 144: filed on 2023-08-01:
  • 144: filed on 2023-09-01:

    • Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    2 Thousand total shares from 2 transactions

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    FOSTER RONALD C

    • Director
    		 25,661 2023-09-01 7

    OLDHAM PAUL R EVP, CFO

    • Officer
    		 32,434 2023-06-29 6

    BEARD GRANT H

    • Director
    		 60,157 2023-05-05 1

    BALL FREDERICK

    • Director
    		 37,917 2023-05-05 1

    ROUSH JOHN A

    • Director
    		 33,468 2023-05-05 1

    SHIRLEY BRIAN

    • Director
    		 2,468 2023-05-05 1

    DAVID REED

    • Director
    		 3,233 2023-05-05 1

    DONIKOWSKI TINA

    • Director
    		 7,955 2023-05-05 1

    MINNIX LANESHA

    • Director
    		 5,621 2023-05-05 1

    DELSANTO ANNE

    • Director
    		 6,240 2023-05-05 1

    VONNE ELIZABETH KARPINSKI EVP, GENERAL COUNSEL

    • Officer
    		 9,649 2023-04-17 2

    KELLEY STEPHEN DOUGLAS PRESIDENT AND CEO

    • Officer
    • Director
    		 82,818 2023-03-16 2

    DONAGHEY JOHN EVP, GLOBAL SALES

    • Officer
    		 12,962 2023-03-16 2

    ACEBEDO EDUARDO BERNAL EVP AND COO

    • Officer
    		 22,951 2023-03-01 1

    GRADY EDWARD C

    • Director
    		 56,268 2022-05-09 0

    MCGIMPSEY THOMAS O EVP & GENERAL COUNSEL

    • Officer
    		 0 2022-04-15 0

    HUTH DANA EDWARD EVP & CHIEF REVENUE OFFICER

    • Officer
    		 0 2021-07-09 0

    ROHRS THOMAS M

    • Director
    		 28,813 2021-04-30 0

    WASSERMAN YUVAL PRESIDENT & CEO

    • Officer
    • Director
    		 No longer subject to file 2021-03-01 0

    BRINKER NEIL DAVID

    • FORMER PRESIDENT & COO
    		 No longer subject to file 2020-11-30 0

    LIGUORI THOMAS EVP, CFO

    • Officer
    		 No longer subject to file 2018-01-29 0

    TRUPKIEWICZ WILLIAM GEORGE CHIEF ACCOUNTING OFFICER

    • Officer
    		 No longer subject to file 2016-11-07 0

    HUDGENS TERRY

    • Director
    		 No longer subject to file 2016-05-05 0

    BECK RICHARD P

    • Director
    		 No longer subject to file 2015-05-08 0

    HERRON DANNY C EXECUTIVE VP & CFO

    • Officer
    		 No longer subject to file 2015-04-15 0

    ROGERSON GARRY W CEO

    • Officer
    • Director
    		 No longer subject to file 2014-10-01 0

    SCHATZ DOUGLAS S

    • Director
    		 No longer subject to file 2014-05-09 0

    TREDGER GORDON PRESIDENT SEBU

    • Officer
    		 No longer subject to file 2014-05-09 0

    DOAN TRUNG T

    • Director
    		 52,000 2012-05-02 0

    BETZ HANS GEORG DR CEO

    • Officer
    • Director
    		 77,833 2011-07-22 0

    PATTERSON GREGG EVP & GEN. MGR. RENEWABLES BU

    • Officer
    		 51,572 2011-07-22 0

    SCHATZ DOUGLAS S & SCHATZ JILL E FAMILY TRUST

    SCHATZ DOUGLAS S

    SCHATZ JILL E

    • Director
    • 10% Owner
    		 No longer subject to file 2010-11-22 0

    MCMAHON JOHN (SEE REMARKS)

    • Officer
    		 4,689 2010-08-18 0

    FIRESTONE LAWRENCE EXECUTIVE VP & CFO

    • Officer
    		 13,048 2010-07-21 0

    SPEDDEN ELWOOD

    • Director
    		 2,000 2009-08-13 0

    SCHATZ DOUGLAS S & SCHATZ JILL E FAMILY TRUST

    • 10% Owner
    		 0 2009-05-26 0

    RHOADES C STEVE CHIEF OPERATING OFFICER

    • Officer
    		 36,057 2008-04-30 0

    POSNER BARRY Z

    • Director
    		 19,000 2007-08-10 0

    PIRNOT JOHN D GENERAL COUNSEL AND SECRETARY

    • Officer
    		 32,617 2007-07-24 0

    BRONSON JOSEPH R

    • Director
    		 33,000 2007-05-02 0

    HARTMAN MARK D PRINCIPAL FINCL & ACTG OFFICER

    • Officer
    		 99,833 2006-03-14 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    FOSTER RONALD C - Director

    		2023-09-05 11:40:14 -0400 2023-09-01 S 1,000 $118.48 d 3,618 direct yes 0.0788 -9.4354 0.0788 2 -9.4354 6

    FOSTER RONALD C - Director

    		2023-09-05 11:40:14 -0400 2023-09-01 S 1,000 $118.48 d 3,618 direct yes 0.0788 -9.4354 0.0788 2 -9.4354 6

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 22:15:03 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 21:45:03 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 21:15:04 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 20:45:04 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 20:15:03 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 19:45:03 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 19:15:03 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 18:45:04 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 18:15:04 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 17:45:04 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 17:15:03 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 16:45:04 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 16:15:04 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 15:45:04 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 15:15:04 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 14:45:03 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 14:15:03 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 13:45:04 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 13:15:05 UTC 5.07 0.25 1300000
    ADVANCED ENERGY INDUSTRIES AEIS 2023-10-02 12:45:05 UTC 5.07 0.25 1300000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    FundVantage Trust- Gotham Enhanced Index Plus Fund AEIS -201.0 shares, $-9746.49 2020-03-31 N-PORT
    FundVantage Trust- Gotham Defensive Long Fund AEIS -89.0 shares, $-4315.61 2020-03-31 N-PORT
    FundVantage Trust- Gotham Index Plus All-Cap Fund AEIS -185.0 shares, $-8970.65 2020-03-31 N-PORT
    Trust for Professional Managers- Convergence Long/Short Equity Fund AEIS -1347.0 shares, $-118118.43 2021-11-30 N-PORT
    Needham Funds Inc- Needham Growth Fund AEIS -1000.0 shares, $-111450.0 2023-06-30 N-PORT
    Needham Funds Inc- Needham Small Cap Growth Fund AEIS -5000.0 shares, $-557250.0 2023-06-30 N-PORT
    LoCorr Investment Trust- LoCorr Dynamic Opportunity Fund AEIS -2389.0 shares, $-266254.05 2023-06-30 N-PORT
    RUSSELL INVESTMENT FUNDS- U.S. Strategic Equity Fund AEIS -605.0 shares, $-67427.25 2023-06-30 N-PORT
    CRM Mutual Fund Trust- CRM LONG/SHORT OPPORTUNITIES AEIS -21833.0 shares, $-2433287.85 2023-06-30 N-PORT
    RUSSELL INVESTMENT CO- Sustainable Equity Fund AEIS -847.0 shares, $-106027.46 2023-07-31 N-PORT
    RUSSELL INVESTMENT CO- U.S. Small Cap Equity Fund AEIS -1324.0 shares, $-165738.32 2023-07-31 N-PORT
    RUSSELL INVESTMENT CO- U.S. Strategic Equity Fund AEIS -12488.0 shares, $-1563247.84 2023-07-31 N-PORT

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

    WhaleWisdom Logo

    Elevate your investments