Reynders McVeigh Capital Management LLC Buys 24,050 Shares of Applied Materials, Inc. $AMAT

15 Dec 2025, 09:14 by Renee Jackson · The Cerbat Gem

Reynders McVeigh Capital Management LLC raised its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 46.5% in the second quarter, Holdings Channel reports. The fund owned 75,733 shares of the manufacturing equipment provider’s stock after acquiring an additional 24,050 shares during the period. Reynders McVeigh Capital Management LLC’s holdings in Applied Materials were worth $13,864,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in AMAT. Brighton Jones LLC increased its holdings in Applied Materials by 28.0% during the 4th quarter. Brighton Jones LLC now owns 12,674 shares of the manufacturing equipment provider’s stock valued at $2,061,000 after purchasing an additional 2,771 shares in the last quarter. Boston Family Office LLC increased its position in Applied Materials by 57.8% in the 1st quarter. Boston Family Office LLC now owns 7,096 shares of the manufacturing equipment provider’s stock valued at $1,030,000 after acquiring an additional 2,600 shares in the last quarter. Forvis Mazars Wealth Advisors LLC raised its stake in shares of Applied Materials by 74.2% in the first quarter. Forvis Mazars Wealth Advisors LLC now owns 19,330 shares of the manufacturing equipment provider’s stock worth $2,805,000 after acquiring an additional 8,236 shares during the last quarter. Raymond James Financial Inc. lifted its position in shares of Applied Materials by 5.8% during the first quarter. Raymond James Financial Inc. now owns 1,190,501 shares of the manufacturing equipment provider’s stock worth $172,765,000 after purchasing an additional 65,478 shares in the last quarter. Finally, Steward Partners Investment Advisory LLC increased its holdings in shares of Applied Materials by 20.0% in the first quarter. Steward Partners Investment Advisory LLC now owns 101,883 shares of the manufacturing equipment provider’s stock valued at $14,785,000 after purchasing an additional 16,972 shares in the last quarter. Institutional investors own 80.56% of the company’s stock.

Insider Buying and Selling at Applied Materials

In other Applied Materials news, CAO Adam Sanders sold 609 shares of the stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $255.53, for a total value of $155,617.77. Following the transaction, the chief accounting officer directly owned 4,413 shares of the company’s stock, valued at $1,127,653.89. This represents a 12.13% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Teri A. Little sold 4,000 shares of the company’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $238.24, for a total value of $952,960.00. Following the completion of the transaction, the senior vice president directly owned 84,351 shares in the company, valued at approximately $20,095,782.24. This represents a 4.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 8,609 shares of company stock valued at $2,044,898 in the last ninety days. Insiders own 0.24% of the company’s stock.

Applied Materials Stock Down 4.0%

NASDAQ:AMAT opened at $259.21 on Monday. The company has a current ratio of 2.61, a quick ratio of 1.87 and a debt-to-equity ratio of 0.32. The stock has a market cap of $206.50 billion, a price-to-earnings ratio of 29.86, a PEG ratio of 2.69 and a beta of 1.67. The stock has a 50-day moving average price of $236.68 and a two-hundred day moving average price of $199.97. Applied Materials, Inc. has a 1 year low of $123.74 and a 1 year high of $276.10.

Applied Materials (NASDAQ:AMAT – Get Free Report) last issued its quarterly earnings results on Thursday, November 13th. The manufacturing equipment provider reported $2.17 EPS for the quarter, topping the consensus estimate of $2.11 by $0.06. The firm had revenue of $6.80 billion for the quarter, compared to analysts’ expectations of $6.68 billion. Applied Materials had a net margin of 24.67% and a return on equity of 39.26%. The company’s revenue for the quarter was down 3.5% on a year-over-year basis. During the same period in the previous year, the firm posted $2.32 EPS. Applied Materials has set its Q1 2026 guidance at 1.980-2.380 EPS. As a group, equities analysts expect that Applied Materials, Inc. will post 9.38 earnings per share for the current year.

Applied Materials Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be given a dividend of $0.46 per share. This represents a $1.84 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, February 19th. Applied Materials’s payout ratio is 21.20%.

Analyst Ratings Changes

Several research analysts have issued reports on AMAT shares. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $250.00 price objective on shares of Applied Materials in a report on Friday, November 14th. UBS Group upgraded Applied Materials from a “neutral” rating to a “buy” rating and raised their price target for the company from $250.00 to $285.00 in a report on Tuesday, November 25th. Evercore ISI reiterated an “outperform” rating and issued a $290.00 price objective on shares of Applied Materials in a research report on Friday, November 14th. Stifel Nicolaus boosted their price objective on Applied Materials from $215.00 to $250.00 and gave the stock a “buy” rating in a report on Tuesday, November 11th. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $273.00 target price on shares of Applied Materials in a research note on Tuesday, December 2nd. Twenty investment analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $234.74.

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