Insider Trading February 24, 2026

Advanced Energy EVP Executes $316,597 Stock Sale Under 10b5-1 Plan

General counsel Vonne Karpinski sold 964.001 shares amid strong quarterly results and analyst price-target increases

By Sofia Navarro AEIS
Advanced Energy EVP Executes $316,597 Stock Sale Under 10b5-1 Plan
AEIS

Vonne Elizabeth Karpinski, Executive Vice President and General Counsel of Advanced Energy Industries Inc (AEIS), sold 964.001 shares of company stock on February 23, 2026, under a Rule 10b5-1 trading plan adopted November 12, 2025. The two transactions ranged from $328.42 to $329.76 per share and totaled about $316,597. After the sale Karpinski holds 11,683 shares, inclusive of unvested restricted stock units. The company has exhibited strong financial results for Q4 2025, with EPS and revenue beating expectations, and several analysts raised price targets following the quarter.

Key Points

  • Vonne Elizabeth Karpinski sold 964.001 shares of Advanced Energy Industries common stock on February 23, 2026, in two transactions priced between $328.42 and $329.76, totaling about $316,597.
  • The sale was made under a Rule 10b5-1 trading plan adopted on November 12, 2025; after the transactions Karpinski owns 11,683 shares, including unvested restricted stock units.
  • Advanced Energy reported Q4 2025 EPS of $1.94 and revenue of $489 million, both exceeding expectations; Needham and TD Cowen subsequently raised price targets.

Vonne Elizabeth Karpinski, who serves as Executive Vice President and General Counsel at Advanced Energy Industries Inc (NASDAQ: AEIS), reported the sale of 964.001 shares of common stock on February 23, 2026, according to a Form 4 filed with the Securities and Exchange Commission.

The disposition occurred in two separate transactions, with execution prices ranging from $328.42 to $329.76 per share. The combined proceeds of those trades amounted to approximately $316,597.

Following the February 23 transactions, Karpinski directly retained ownership of 11,683 shares of Advanced Energy common stock. That total includes unvested restricted stock units.

The sale was carried out under a pre-established Rule 10b5-1 trading arrangement that Karpinski adopted on November 12, 2025.

After the sale, Advanced Energy shares rose to $335.74 and were trading close to a 52-week high of $340.26. The stock's market performance reflects a 168% gain over the past 12 months.

On valuation metrics, the company is currently trading at a price-to-earnings ratio of 87. Separate analysis indicates the shares appear overvalued relative to their Fair Value.

Advanced Energy’s recent operating performance has been notable. In the fourth quarter of 2025 the company reported earnings per share of $1.94, ahead of the $1.78 consensus estimate. Revenue likewise exceeded expectations, reaching $489 million versus a projected $473.11 million. That top-line result represented 18% year-over-year growth for the quarter.

Market reactions to the quarter included analyst adjustments to price targets. Needham increased its target to $330 from $290 and maintained a Buy rating, citing the strong quarter and revenue growth. TD Cowen raised its target to $300 from $210, referencing semiconductor strength as a contributing factor to the company’s recent performance and outlook. Both firms noted Advanced Energy’s ability to surpass earnings and revenue forecasts.

These developments - the insider sale executed under a 10b5-1 plan, the elevated share price near a 52-week high, the high P/E ratio, and analyst price-target increases after a beat on EPS and revenue - together present a snapshot of recent insider activity and company performance.


Note: This report is limited to the facts included in regulatory filings and publicly disclosed quarterly results; it does not offer investment advice.

Risks

  • Insider sales under pre-arranged plans do not necessarily indicate changes in company prospects; the filing confirms the sale but does not provide rationale - this creates uncertainty for investors assessing insider intent.
  • The company trades at a high P/E ratio of 87 and is described as appearing overvalued relative to its Fair Value, implying valuation risk for equity investors in the event of a re-rating.
  • Share price volatility is possible given the stock's recent rise to $335.74 and proximity to a 52-week high of $340.26 after a 168% year-over-year gain; this market-level risk may affect portfolios exposed to the semiconductors and industrial equipment sectors.

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