Bank of America 13F: Adds $55M to AEIS Stake

Bank of America has boosted its position in Advanced Energy Industries, Inc. (AEIS) by 151,381 shares, increasing its total holdings to 1,061,129 shares. This represents a 16.6% increase and values the stake at approximately $388.1 million, according to the latest Form 13F filing with the SEC for the period ending May 18, 2026.

In this filing, Bank of America reported a cost basis of $115.23 per share for its holdings. The firm did not open a new position or exit any previous stake, but rather expanded its existing investment in AEIS.

While there are no other funds reported in this quarter's filings, it's worth noting that several analysts have recently upgraded their outlook on Advanced Energy. For instance, Wells Fargo upgraded the stock to 'Overweight' on July 1, 2026, with a price target of $465. Meanwhile, Citigroup maintains a 'Buy' rating with a target of $460, showing confidence in the company's growth potential.

Currently, AEIS shares are trading at $365.74, which is close to their 52-week high of $397.44. This suggests strong investor interest, particularly after the recent upgrades from analysts.

Recent Earnings

Advanced Energy Industries reported revenue of $2.04 billion for the last fiscal year, reflecting a 30% growth. The company has an EPS of $5.43 and a net margin of 10.77%. Its next earnings report is scheduled for November 3, 2026.

Insider Buying and Selling at Advanced Energy Industries, Inc.

On June 15, 2026, Brian Shirley sold 1,234 shares of Advanced Energy Industries at an average price of $372.35, totaling approximately $459,479. This transaction was part of a planned sale and does not indicate negative sentiment toward the company.

Analysts Set New Price Targets

On August 4, 2026, several firms including Citigroup and Morgan Stanley maintained their 'Buy' ratings for AEIS, with price targets of $460 and $439, respectively. The consensus target price is $429.08 based on 12 analyst opinions, indicating a favorable view of the stock's future performance.

What Advanced Energy Industries, Inc. Does

Advanced Energy Industries, Inc. specializes in precision power conversion and control solutions across various sectors, including semiconductor manufacturing and medical equipment. The recent boost in holdings by Bank of America reflects ongoing confidence in the company's capabilities and market position.

What to Watch at Advanced Energy Industries, Inc.

Investors should keep an eye on the upcoming earnings report on November 3, 2026, as well as any further filings that may provide insight into institutional sentiment around Advanced Energy. Remember, the recent 13F filing reflects positions as of May 18, 2026, and may not represent current holdings.