Silvercrest Asset Management Group 13F: Cuts AEIS Stake by $29M

Silvercrest Trims Holdings in AEIS

Silvercrest Asset Management Group reduced its investment in Advanced Energy Industries, Inc. (NasdaqGS: AEIS) during the period ended May 15, 2026, according to a Form 13F filing with the Securities and Exchange Commission. The filing reflects holdings as of that date and may not represent the firm's current position today. The asset manager sold 78,353 shares, translating to a 20.48% decrease from its prior holding of 382,562 shares. The remaining position of 304,209 shares carried a reported value of roughly $111.3 million.

Advanced Energy Stock Price and Trading Range

The company's shares changed hands around $365.74 on the market, sitting well above the 52-week low of $163.13 and near the upper end of its 52-week trading range that reaches $397.44. Advanced Energy Industries carries a market capitalization of roughly $10.5 billion. The stock trades with a trailing P/E ratio of 48.39 and a forward P/E ratio of 17.3, backed by an EPS of $5.43.

Recent Earnings and Financial Health

Advanced Energy Industries reported annual revenue of $2.04 billion alongside a revenue growth rate of 0.3%. The company posted a net margin of 10.77% and a return on equity of 16.27%. Investors can look toward the company's next earnings report scheduled for November 3, 2026, to gauge upcoming business results.

Dividend Payout Details

Advanced Energy Industries pays an annual dividend of $0.40 per share, which gives investors a dividend yield of 0.15%. The payout ratio sits at 7.38%, showing that the company uses a small portion of its earnings to fund the dividend distribution.

Wall Street Analysts Adjust Price Targets

Several research firms updated their views on Advanced Energy Industries in recent weeks. On August 5, 2026, Seaport Global upgraded the stock to a buy rating with a $410.00 price target. TD Cowen maintained a hold rating on August 4, 2026, while raising its target to $370.00 from $350.00. Citigroup kept a buy rating on August 4, 2026, with a $460.00 target, following an earlier update on July 22 to $435.00. Morgan Stanley maintained an overweight rating on August 4, 2026, with a $439.00 target after initiating coverage on July 22 at $421.00. Needham also reiterated a buy rating on August 4, 2026, with a target of $400.00, while Wells Fargo upgraded the stock to overweight on July 1, 2026, moving its target to $465.00 from $345.00. Overall, the company holds a consensus recommendation from 12 analysts with a mean price target of $429.08.

Precision Power Solutions Provider

Advanced Energy Industries builds precision power conversion, measurement, and control systems used across semiconductor manufacturing, industrial production, medical equipment, and data centers. The firm creates plasma power products for thin film processes as well as high-voltage units for complex industrial machinery. Institutional portfolio adjustments such as Silvercrest's reduction offer a look at how professional managers rebalance their technology and industrial exposure.

What to Watch at Advanced Energy Industries, Inc.

Market participants will track upcoming institutional reports and the scheduled November earnings release to see if other asset managers follow Silvercrest's path or continue building stakes. Future SEC filings will clarify whether large holders are scaling back further as the stock trades near its yearly highs.