AEIS Advanced Energy Industries (AEIS) Insider Trading, Ownership & Congress Trades
Semiconductors & Electronics · Electronic components, nec · CIK 0000927003
Congress · 1Form 144 · 7
Insider buyers, 180 days
0
Funds added, last quarter
394
13F, latest reported quarter
Conversions, 180 days
10
Codes C/M, not in net · $519.4K priced
What the filings say about AEIS
Insiders, 180 days
-$9.3M net sold
4 sellers · 88% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 1 sold
Latest: purchase, 2026-09-29
Planned sales (Form 144), 90 days
$8.8M
7 notices
Advanced Energy Industries insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, ADVANCED ENERGY INDUSTRIES INC insiders sold a net $9.3M of stock across 105 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 25 earlier Form 4 trades (code P or S) here by this insider (25 sales), the last on Sep 8, 2026.
- The trade is 3.5% of the 7,682 shares held after it.
- 1 other insider sold within 30 days.
- 394 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director DelSanto Anne sold about $82.3K of AEIS under a 10b5-1 plan on Oct 5, 2026; 1 other insider sold within 30 days and 394 funds added in the latest 13F quarter.Context
- 24 earlier Form 4 trades (code P or S) here by this insider (24 sales), the last on Aug 5, 2026.
- The trade is 3.3% of the 7,952 shares held after it.
- 2 other insiders sold within 30 days.
- 394 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director DelSanto Anne sold about $76.4K of AEIS under a 10b5-1 plan on Sep 8, 2026; 2 other insiders sold within 30 days and 394 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Aug 27, 2026.
- The trade is 6.9% of the 9,177 shares held after it.
- 2 other insiders sold within 30 days.
- 394 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, General Counsel Vonne Elizabeth Karpinski sold about $182.1K of AEIS under a 10b5-1 plan on Sep 8, 2026; 2 other insiders sold within 30 days and 394 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Aug 18, 2026.
- The trade is 9.3% of the 9,805 shares held after it.
- 2 other insiders sold within 30 days.
- 394 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, General Counsel Vonne Elizabeth Karpinski sold about $263.1K of AEIS under a 10b5-1 plan on Aug 27, 2026; 2 other insiders sold within 30 days and 394 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Apr 16, 2026.
- The trade is 8.5% of the 10,712 shares held after it.
- 2 other insiders sold within 30 days.
- 394 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, General Counsel Vonne Elizabeth Karpinski sold about $302.1K of AEIS on Aug 18, 2026; 2 other insiders sold within 30 days and 394 funds added in the latest 13F quarter.105 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$9.3M over 180 days
-$8.8M over 90 days
below 61% of Semiconductors & Electronics
Congress
1 member bought in the last year
the lowest in Semiconductors & Electronics
Funds
394 funds bought in last quarter
more than 83% of Semiconductors & Electronics
Revenue
+21.4% year over year
more than 63% of Semiconductors & Electronics
Margin
8.2% net margin
more than 70% of Semiconductors & Electronics
Buybacks
$500.0K repurchased, FY to 2026-06-30
below 87% of Semiconductors & Electronics
Short interest
3.8% of the float short (float per yahoo 2026-10-27) · 3.0 days to cover · settled 2026-10-15
below 55% of Semiconductors & Electronics
What changed in the last 30 days
Oct 12Rep. Gilbert Cisneros sold $1.0K to $15K, disclosed 13 days after the trade
Why it matters
House members report a bracket, not an exact amount, and have 45 days to do it; the trade is weeks old when it becomes public.
Oct 7Director DelSanto Anne sold $82.3K under a 10b5-1 plan (Oct 5)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 5Director DelSanto Anne filed to sell $82.3K by Oct 5 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Watch AEIS
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+17.5%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns AEIS: institutional holders (13F)
13F holdings, latest reported quarter
4,626,399 sh
$1.7B
2,143,658 sh
$799.3M
1,714,026 sh
$639.1M
1,559,661 sh
$581.4M
1,416,875 sh
$528.3M
Congress trades in AEIS
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2026-09-29 · disclosed 13 days later
$1,001 - $15,000
Sold 2026-03-27 · disclosed 11 days later
$1,001 - $15,000
Bought 2026-03-03 · disclosed 35 days later
$1,001 - $15,000
Bought 2026-01-20 · disclosed 24 days later
$1,001 - $15,000
Sold 2025-04-17 · disclosed 27 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
AEIS planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
DelSanto Anne
Filed 2026-10-05
$82.3K
ELIZABETH K VONNE
Filed 2026-09-08
$182.1K
DelSanto Anne
Filed 2026-09-08
$76.4K
ELIZABETH K VONNE
Filed 2026-08-27
$263.1K
ELIZABETH K VONNE
Filed 2026-08-18
$302.1K
AEIS mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Corgi High Voltage Grid Equipment ETF
$536.9K position · as of 2026-06-30
4.4%
First Trust NASDAQ Clean Edge Green Energy Index Fund
$35.1M position · as of 2026-06-30
4.2%
Tema Electrification ETF
$28.1M position · as of 2026-05-31
3.9%
Small-Company Stock Fund
$7.7M position · as of 2026-06-30
3.6%
BLACK OAK EMERGING TECHNOLOGY FUND
$2.2M position · as of 2026-07-31
3.4%
SMART Earnings Growth 30 ETF
$2.1M position · as of 2026-06-30
3.3%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Steve Kelley
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$8.8M
$8.1M
$3.0M
+21%
+77%
2023
$8.6M
$11.2M
$2.3M
+14%
+32%
2022
$7.7M
$7.4M
$2.4M
-11%
+3%
2020
$5.8M
$8.2M
$1.9M
+36%
+19%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $9.3M sold by insiders over 180 days, 394 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $8.8M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
AEIS financials
Revenue growth
+21.4%
XBRL, annual
Net margin
8.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$2.0B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM AEIS
| FY Dec 2025 | $1.8B |
| FY Dec 2024 | $1.5B |
| FY Dec 2023 | $1.7B |
| FY Dec 2022 | $1.8B |
| FY Dec 2021 | $1.5B |
| Jun 2026 | $574.1M |
| Mar 2026 | $511.0M |
| Dec 2025 | $489.4M |
| Sep 2025 | $463.3M |
| Jun 2025 | $441.5M |
| Mar 2025 | $404.6M |
| Dec 2024 | $415.4M |
| Sep 2024 | $374.2M |
At each fiscal year end
Single quarter
Net margin, TTM
+10.8%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM AEIS
| FY Dec 2025 | +8.2% |
| FY Dec 2024 | +3.7% |
| FY Dec 2023 | +7.7% |
| FY Dec 2022 | +10.8% |
| FY Dec 2021 | +9.3% |
| Jun 2026 | +9.4% |
| Mar 2026 | +13.1% |
| Dec 2025 | +10.7% |
| Sep 2025 | +10.0% |
| Jun 2025 | +5.7% |
| Mar 2025 | +6.1% |
| Dec 2024 | +11.8% |
| Sep 2024 | -4.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$86.7M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM AEIS
| FY Dec 2025 | $125.9M |
| FY Dec 2024 | $74.0M |
| FY Dec 2023 | $147.9M |
| FY Dec 2022 | $124.7M |
| FY Dec 2021 | $111.4M |
| Jun 2026 | $35.5M |
| Mar 2026 | -$42.6M |
| Dec 2025 | $43.0M |
| Sep 2025 | $50.8M |
| Jun 2025 | $17.1M |
| Mar 2025 | $15.0M |
| Dec 2024 | $69.8M |
| Sep 2024 | $21.6M |
At each fiscal year end
Single quarter
Debt to equity
0.87x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity AEIS
| FY Dec 2025 | 0.42x |
| FY Dec 2024 | 0.49x |
| FY Dec 2023 | 0.80x |
| FY Dec 2022 | 0.35x |
| FY Dec 2021 | 0.45x |
| Jun 2026 | 0.87x |
| Mar 2026 | 0.41x |
| Dec 2025 | 0.42x |
| Sep 2025 | 0.45x |
| Jun 2025 | 0.47x |
| Mar 2025 | 0.48x |
| Dec 2024 | 0.49x |
| Sep 2024 | 0.50x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.19x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt AEIS
| FY Dec 2025 | 0.41x |
| FY Dec 2024 | 0.22x |
| FY Dec 2023 | 0.23x |
| FY Dec 2022 | 0.49x |
| FY Dec 2021 | 0.36x |
| Jun 2026 | 0.19x |
| Mar 2026 | 0.35x |
| Dec 2025 | 0.41x |
| Sep 2025 | 0.40x |
| Jun 2025 | 0.33x |
| Mar 2025 | 0.26x |
| Dec 2024 | 0.22x |
| Sep 2024 | 0.23x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+16.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity AEIS
| FY Dec 2025 | +11.6% |
| FY Dec 2024 | +4.6% |
| FY Dec 2023 | +11.6% |
| FY Dec 2022 | +20.6% |
| FY Dec 2021 | +16.0% |
| Jun 2026 | +16.2% |
| Mar 2026 | +14.6% |
| Dec 2025 | +11.6% |
| Sep 2025 | +11.7% |
| Jun 2025 | +6.9% |
| Mar 2025 | +6.2% |
| Dec 2024 | +4.6% |
| Sep 2024 | +3.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+7.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets AEIS
| FY Dec 2025 | +6.2% |
| FY Dec 2024 | +2.2% |
| FY Dec 2023 | +5.6% |
| FY Dec 2022 | +10.5% |
| FY Dec 2021 | +7.8% |
| Jun 2026 | +7.6% |
| Mar 2026 | +7.8% |
| Dec 2025 | +6.2% |
| Sep 2025 | +6.3% |
| Jun 2025 | +3.4% |
| Mar 2025 | +3.0% |
| Dec 2024 | +2.2% |
| Sep 2024 | +1.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+15.4%
operating income after a 10.3% effective tax rate, over long-term 2026-06-30 plus current 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital AEIS
| FY Dec 2025 | +13.6% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | +23.2% |
| FY Dec 2021 | +19.0% |
| Jun 2026 | +15.4% |
| Mar 2026 | +16.2% |
| Dec 2025 | +13.6% |
| Sep 2025 | +12.5% |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+11.2%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed AEIS
| FY Dec 2025 | +9.6% |
| FY Dec 2024 | +1.8% |
| FY Dec 2023 | +6.0% |
| FY Dec 2022 | +15.3% |
| FY Dec 2021 | +10.8% |
| Jun 2026 | +11.2% |
| Mar 2026 | +11.5% |
| Dec 2025 | +9.6% |
| Sep 2025 | +7.3% |
| Jun 2025 | +4.0% |
| Mar 2025 | +3.2% |
| Dec 2024 | +1.8% |
| Sep 2024 | +0.8% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
43.29x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing AEIS
| FY Dec 2025 | 54.52x |
| FY Dec 2024 | 81.43x |
| FY Dec 2023 | 32.04x |
| FY Dec 2022 | 16.22x |
| FY Dec 2021 | 25.94x |
| Jun 2026 | 69.31x |
| Mar 2026 | 67.65x |
| Dec 2025 | 54.52x |
| Sep 2025 | 44.66x |
| Jun 2025 | 59.95x |
| Mar 2025 | 49.38x |
| Dec 2024 | 81.43x |
| Sep 2024 | 93.13x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$9.2B
market value at close 2026-10-27 on 2026-07-29 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value AEIS
| FY Dec 2025 | $7.7B |
| FY Dec 2024 | $4.2B |
| FY Dec 2023 | $3.9B |
| FY Dec 2022 | $3.1B |
| FY Dec 2021 | $3.3B |
| Jun 2026 | $14.0B |
| Mar 2026 | $12.1B |
| Dec 2025 | $7.7B |
| Sep 2025 | $6.2B |
| Jun 2025 | $4.9B |
| Mar 2025 | $3.5B |
| Dec 2024 | $4.2B |
| Sep 2024 | $3.9B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+0.9%
TTM free cash flow over market value at close 2026-10-27
FCF yield AEIS
| FY Dec 2025 | +1.6% |
| FY Dec 2024 | +1.7% |
| FY Dec 2023 | +3.6% |
| FY Dec 2022 | +3.9% |
| FY Dec 2021 | +3.2% |
| Jun 2026 | +0.6% |
| Mar 2026 | +0.6% |
| Dec 2025 | +1.6% |
| Sep 2025 | +2.4% |
| Jun 2025 | +2.5% |
| Mar 2025 | +2.7% |
| Dec 2024 | +1.7% |
| Sep 2024 | +1.9% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.30x
P/E over trailing EPS growth of 143%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing AEIS
| FY Dec 2025 | 0.32x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 0.32x |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.48x |
| Mar 2026 | 0.46x |
| Dec 2025 | 0.32x |
| Sep 2025 | 0.19x |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $1.8B | $1.5B | $1.7B | $1.8B |
| Gross profit | $677.4M | $529.3M | $592.4M | $675.5M |
| Operating income | $168.0M | $36.6M | $113.7M | $233.1M |
| Net income | $148.4M | $54.2M | $128.3M | $199.7M |
| EPS (diluted) | 3.84 | 1.43 | 3.40 | 5.29 |
| Operating cash flow | $233.3M | $130.8M | $208.9M | $183.6M |
| Cash | $791.2M | $722.1M | $1.0B | $458.8M |
| Long-term debt | $567.5M | $564.7M | $895.7M | $353.3M |
| Buybacks | $30.2M | $1.8M | $40.0M | $26.6M |
| Dividends paid | $15.6M | $15.4M | $15.2M | $15.2M |
SEC XBRL, fiscal years, as known on 2026-10-28
AEIS Stock Sonar score 6/7 axes
Find similar shapesCompareAEIS ranks highest on profitability (71st percentile) and institutional and government (54th), and lowest on insider conviction (33rd), among Semiconductors & Electronics peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
AEIS filings, in plain words
Are Advanced Energy Industries insiders buying or selling AEIS?
In the 180 days to 2026-10-28, Advanced Energy Industries insiders were net sellers, a net $9.3M across purchases and sales reported on Form 4, by 4 sellers.
Have members of Congress traded AEIS?
Yes. In the year to 2026-10-28, 1 House member disclosed buying AEIS and 1 House member disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-09-29.
Are there planned insider sales of AEIS?
Yes. 7 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $8.8M of stock; the latest, by DelSanto Anne, was filed 2026-10-05.
Read the full summary
In the 180 days to 2026-10-28, Advanced Energy Industries insiders were net sellers of AEIS, a net $9.3M across purchases and sales reported on Form 4 by 4 sellers. 88% of the 25 insider sales were made under a pre-arranged Rule 10b5-1 plan, so most selling was scheduled in advance. In the year to 2026-10-28, 1 member of Congress disclosed buying AEIS and 1 member disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-09-29. Insiders filed 7 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $8.8M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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