Applied Industrial Technologies stock reaches all-time high at $295.65 By Investing.com
Applied Industrial Technologies' stock has reached an all-time high of $295.65, demonstrating strong market performance with a 1-year total return of 12.46% and a year-to-date return of 13.06%. The company also reported strong Q2 2026 earnings, with EPS of $2.51 and revenues of $1.2 billion, exceeding analyst expectations. This continued growth and financial health are further supported by a 22% return on equity and 56 consecutive years of dividend payments.
ProShare Advisors LLC Lowers Stock Position in Applied Industrial Technologies, Inc. $AIT
ProShare Advisors LLC reduced its stake in Applied Industrial Technologies (NYSE:AIT) by 9.5% in Q3 2025, selling 13,807 shares and retaining 130,959 shares valued at $34.19 million. Despite this, other major institutions increased their positions, pushing institutional ownership to 93.52%. The company recently increased its quarterly dividend to $0.51 and provided FY2026 EPS guidance of $10.45–$10.75, even amidst insider selling totaling over $8 million in the last 90 days.
Applied Industrial Technologies (NYSE:AIT) Has Announced That It Will Be Increasing Its Dividend To $0.51
Applied Industrial Technologies (NYSE:AIT) has announced a dividend increase to $0.51, taking its annual payment to 0.7% of the current stock price. The company has a solid track record of dividend payments, growing at 6.6% per annum over the last decade, and analysts project a sustainable payout ratio of 17% by next year due to expected earnings growth. Its dividends are well-covered by both cash flow and earnings, making it an attractive income stock.
Allianz Asset Management GmbH Sells 8,218 Shares of Applied Industrial Technologies, Inc. $AIT
Allianz Asset Management GmbH reduced its stake in Applied Industrial Technologies (NYSE:AIT) by 15.3% in Q3, selling 8,218 shares and now owning 45,492 shares valued at $11.876 million. Applied Industrial Technologies reported slightly better-than-expected EPS and an 8.4% revenue increase year-over-year, leading to a dividend increase. Insider selling was noted, with the CEO and VP selling significant amounts of shares.
Applied Industrial Technologies: Availability as a Business Model
Applied Industrial Technologies thrives by being an essential distributor and service provider in industrial supply chains, focusing on keeping equipment operational. The company's business model, which centers on product availability, technical support, and building deep customer relationships through services, ensures predictability and steady cash generation. Despite being valued like a cyclical distributor, its reliance on maintenance-driven demand and a strategic approach to inventory suggest greater resilience than its market classification often implies.
Alps Advisors Inc. Grows Holdings in Applied Industrial Technologies, Inc. $AIT
Alps Advisors Inc. significantly increased its stake in Applied Industrial Technologies (NYSE:AIT) by 33.0% in Q3, now holding 32,824 shares valued at $8.57 million. This move comes as other institutional investors also adjusted their positions in the company. Applied Industrial Technologies recently reported strong Q3 earnings, beating EPS estimates, and announced an increased quarterly dividend, signaling financial stability and growth confidence.
Executives at Applied Industrial Technologies Execute Stock Sales
Several executives at Applied Industrial Technologies, including President and CEO Neil A. Schrimsher, VP and General Manager of Fluid Power Warren E. Hoffner III, and VP-Sales & Marketing-USSC Jason W. Vasquez, sold significant amounts of company stock. These sales totaled millions of dollars, with each executive retaining a substantial number of shares directly and indirectly through retirement plans. The transactions were reported in SEC Form 4 filings.
Neil Schrimsher Sells 19,207 Shares of Applied Industrial Technologies (NYSE:AIT) Stock
CEO Neil Schrimsher of Applied Industrial Technologies (NYSE:AIT) recently sold 19,207 shares for approximately $5.49 million, reducing his stake by 12.83%. This transaction follows the company's strong fiscal performance, with a slight beat on quarterly EPS and an 8.4% revenue increase year-over-year. Analysts maintain a "Moderate Buy" rating for AIT, which also increased its quarterly dividend.
Applied Industrial Technologies (NYSE:AIT) VP Warren Hoffner III Sells 4,000 Shares
Warren Hoffner III, VP at Applied Industrial Technologies (NYSE:AIT), sold 4,000 shares for over $1.15 million on February 5th, reducing his stake by 7.05%. This insider sale comes shortly after the company reported strong Q4 earnings, beating analyst estimates, and raised its quarterly dividend. Analysts currently rate AIT as a "Moderate Buy" with a consensus price target of $290.63.
Jason Vasquez Sells 5,447 Shares of Applied Industrial Technologies (NYSE:AIT) Stock
Jason Vasquez, VP of Applied Industrial Technologies (NYSE:AIT), sold 5,447 shares of the company's stock on February 5th, totaling over $1.56 million and reducing his stake by 27.32%. This sale occurred shortly after the company reported strong quarterly earnings, exceeding analyst estimates, and increased its quarterly dividend. The stock saw a 1.8% increase in trading and currently has a "Moderate Buy" rating from analysts with an average target price around $290.63.
Executives at Applied Industrial Technologies Execute Stock Sales
Several high-ranking executives at Applied Industrial Technologies, including President and CEO Neil A. Schrimsher, VP and General Manager of Fluid Power Warren E. Hoffner III, and VP-Sales & Marketing-USSC Jason W. Vasquez, have recently sold significant amounts of company stock. These sales totaled millions of dollars and have adjusted their direct and indirect shareholdings. The transactions were reported through SEC filings.
Bessemer Group Inc. Has $33.08 Million Stock Holdings in Applied Industrial Technologies, Inc. $AIT
Bessemer Group Inc. reduced its stake in Applied Industrial Technologies (AIT) by 21.5% in the third quarter, selling 34,643 shares, but still holds 126,726 shares valued at approximately $33.08 million. Despite this, other hedge funds increased their positions in the company, and institutional investors collectively own 93.52% of the stock. Applied Industrial Technologies recently reported strong earnings, exceeding analyst estimates, and increased its quarterly dividend.
Applied Industrial Technologies (AIT) Valuation Check After Mixed Quarter And Guidance Raise
Applied Industrial Technologies (AIT) reported a mixed quarter with higher sales and EPS, leading to a guidance raise, yet analysts remain cautious due to softer organic growth and margin pressures. Despite a consensus fair value of $303, suggesting it's undervalued, its current P/E ratio of 26.5x is higher than the industry average, indicating investors are paying a premium for its earnings. The article suggests exploring other investment ideas given the mixed signals and AIT's current valuation.
Applied Industrial Technologies, Inc. (NYSE:AIT) Given Consensus Rating of "Moderate Buy" by Analysts
Applied Industrial Technologies (NYSE:AIT) has received a consensus "Moderate Buy" rating from seven analysts, with six recommending a "buy" and one a "hold." The company recently reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend. Institutional investors have significantly increased their stakes in AIT, reflecting confidence in the industrial products distributor.
Applied Industrial Ties Dividend Growth To Expansion In Automation And M&A
Applied Industrial Technologies (NYSE:AIT) has announced an 11% dividend increase, its 17th consecutive annual raise, alongside plans for an accelerated pace of acquisitions, particularly in technical engineered solutions, automation, and flow control. This move is seen as a way to combine income and growth for investors, reinforcing the company's shift towards higher-margin services and technical solutions. The dividend hike comes after strong financial results for fiscal 2026, but also introduces integration and execution risks associated with increased M&A activity.
Applied Industrial Technologies (AIT) Lifts Guidance and Dividend – Is Its M&A Strategy Reaching an Inflection Point?
Applied Industrial Technologies (AIT) reported strong Q2 2026 results with increased sales and modest earnings growth, prompting raised full-year guidance and an 11% dividend increase. The company is emphasizing a continued M&A strategy, focusing on automation, fluid power, and flow control to expand its engineered solutions footprint. While this strategy is key to its investment narrative, the market is also weighing slower organic growth and integration risks associated with acceleratred acquisitions.
Applied Industrial's Q4 Earnings Call: Our Top 5 Analyst Questions
Applied Industrial Technologies' Q4 results were below analyst revenue estimates, primarily due to weak December sales and higher-than-anticipated LIFO inventory expenses. Despite this, management highlighted solid underlying margin performance and strong order momentum in the engineered solutions segment. Analysts' questions focused on the sustainability of organic growth, operating expenses, drivers of automation order growth, pricing outlook, and margin guidance, with management providing insights into these areas.
Applied Industrial (AIT) Reports Mixed Q2 Earnings, KeyBanc Maintains Overweight Rating
Applied Industrial Technologies (AIT) reported mixed fiscal second-quarter earnings, with increased revenues but a lower EBITDA margin forecast. KeyBanc maintained an Overweight rating on the stock while reducing its price target from $310 to $300, citing higher LIFO expenses and volatile December demand. The company is a key distributor of industrial motion and fluid power solutions.
Applied Industrial Technologies (NYSE:AIT) Downgraded by Wall Street Zen to Hold
Wall Street Zen has downgraded Applied Industrial Technologies (NYSE:AIT) from a "buy" to a "hold" rating, though the consensus among analysts remains a "Moderate Buy" with an average target price of $290.63. The company recently reported quarterly earnings of $2.51 per share, beating estimates, and set its FY 2026 guidance for EPS between $10.45 and $10.75. Applied Industrial Technologies currently has a market capitalization of $9.7 billion, with institutional investors holding approximately 93.5% of the stock.
Is It Time To Reassess Applied Industrial Technologies (AIT) After Recent Share Price Pullback?
Applied Industrial Technologies (AIT) has experienced a recent share price pullback, prompting a re-evaluation of its valuation. While its discounted cash flow (DCF) analysis suggests it's fairly valued at US$240.72 per share, its Price-to-Earnings (P/E) ratio of 23.97x indicates it's overvalued compared to the industry and peer averages, and even its own calculated "Fair Ratio." Investors are encouraged to use personalized valuation Narratives on Simply Wall St to align their investment thesis with their own financial forecasts.
AlphaQuest LLC Grows Stake in Applied Industrial Technologies, Inc. $AIT
AlphaQuest LLC significantly increased its stake in Applied Industrial Technologies (AIT) by 210.3% in the third quarter, acquiring an additional 8,668 shares, bringing its total holdings to 12,789 shares valued at approximately $3.34 million. The company reported strong Q3 earnings, beating EPS estimates and growing revenue by 8.4% year-over-year, and raised its quarterly dividend to $0.51, reflecting a 17.51% payout ratio. Analysts maintain a "Moderate Buy" consensus with an average target price of $290.63 for AIT.
Applied Industrial Technologies (AIT) Valuation Check After Recent Share Price Pause
Applied Industrial Technologies (AIT) has shown steady but choppy recent performance, with a 15.5% undervaluation according to a popular narrative suggesting a fair value of $303.33. This valuation hinges on the company's ability to capitalize on growing demand for industrial automation driven by data center and advanced manufacturing infrastructure. However, AIT's current P/E ratio is higher than its industry and peers, indicating that the market may already be pricing in some of this future growth.
Applied Industrial Q2 Earnings Surpass Estimates, Revenues Miss
Applied Industrial Technologies, Inc. (AIT) reported Q2 fiscal 2026 earnings of $2.51 per share, exceeding the Zacks Consensus Estimate of $2.48, while net revenues of $1.16 billion missed the consensus of $1.17 billion. Despite the revenue miss, the top line grew 8.4% year-over-year, driven by acquisitions and organic sales increases. The company also announced an 11% dividend hike and provided updated fiscal 2026 guidance.
Applied Industrial Technologies, Inc. $AIT Stake Raised by Mitsubishi UFJ Trust & Banking Corp
Mitsubishi UFJ Trust & Banking Corp increased its stake in Applied Industrial Technologies (NYSE:AIT) by 27.3%, bringing its total shares to 46,126, valued at $12.041 million. This increase contributes to institutional investors collectively owning 93.52% of the company's stock. Applied Industrial Technologies recently reported strong Q2 earnings, beating EPS estimates, and raised its quarterly dividend, reflecting confidence in its financial health despite a slight revenue miss and cautious FY2026 guidance.
AIT Q4 Deep Dive: Mixed Organic Growth Amid Pricing Actions and Automation Momentum
Applied Industrial Technologies (AIT) reported Q4 CY2025 results with revenue slightly missing expectations but GAAP profit beating estimates. The company experienced mixed organic growth due to seasonal weaknesses and LIFO expense impacts, yet saw strong momentum in its engineered solutions segment, particularly automation. Management anticipates future growth from industrial and technology tailwinds, continued pricing actions, and strategic acquisitions while navigating near-term profitability pressures.
APPLIED INDUSTRIAL TECHNOLOGIES INC SEC 10-Q Report
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) has released its Q3 Form 10-Q report, detailing strong financial and operational performance. The company reported an 8.4% increase in net sales to $1,163.0 million, driven by strategic acquisitions and effective operations, leading to a 5.0% increase in diluted net income per share to $2.51. The report highlights growth across segments, with a future outlook anticipating changes in tax rates and potential increases in interest expenses due to cash flow hedge maturity.
Applied Industrial Technologies, Inc. (NYSE:AIT) Raises Dividend to $0.51 Per Share
Applied Industrial Technologies, Inc. (NYSE:AIT) has announced a quarterly dividend increase to $0.51 per share, reflecting a 10.9% rise from its previous dividend. The company has consistently raised its dividend for 16 consecutive years, demonstrating strong financial health with a low payout ratio. Analysts anticipate continued earnings growth, ensuring the sustainability of future dividends.
Applied Industrial Technologies falls on Q2 sales miss, narrowed EPS forecast
Applied Industrial Technologies (AIT) experienced a decline in its stock price following a miss on Q2 sales expectations and a narrowed earnings per share (EPS) forecast. The article indicates this news is from Reuters and is less than a minute read, focusing on the financial performance of AIT.
Applied Industrial Tech Q2 2026 Results: EPS $2.51 Beats Forecasts - News and Statistics
Applied Industrial Technologies (AIT) reported fiscal second-quarter earnings of $2.51 per share, exceeding analyst expectations of $2.48. While revenue of $1.16 billion slightly missed the Street forecast of $1.17 billion, the company's shares have shown strong performance, rising almost 10% year-to-date and 8% over the last 12 months. Applied Industrial Technologies anticipates full-year earnings to be in the range of $10.45 to $10.75 per share.
Applied Industrial Tech Inc (NYSE:AIT) Reports Mixed Q2 Results and Raises Full-Year Guidance
Applied Industrial Technologies reported mixed Q2 fiscal 2026 results, with EPS meeting expectations but revenue slightly missing. Despite macroeconomic headwinds, the company raised its full-year EPS and sales growth guidance, signaling confidence in its financial health. The market reacted cautiously due to the revenue miss and higher LIFO expense, but strategic moves like a dividend increase, an acquisition, and share repurchases underscore the company's commitment to shareholder returns.
Applied Industrial Technologies: Fiscal Second Quarter Earnings Overview
Applied Industrial Technologies reported a strong fiscal second quarter with a net profit of $95.3 million, or $2.51 per share, exceeding analyst expectations. While revenue of $1.16 billion was slightly below forecasts, the company projects full-year earnings between $10.45 and $10.75 per share. Its stock has seen significant gains, climbing nearly 10% year-to-date and 8% over the past year.
Applied Industrial Technologies: Fiscal Q2 Earnings Snapshot
Applied Industrial Technologies Inc. (AIT) reported fiscal second-quarter earnings of $95.3 million, or $2.51 per share, exceeding Wall Street expectations of $2.48 per share. However, the company's revenue of $1.16 billion missed analysts' forecasts of $1.17 billion. AIT anticipates full-year earnings between $10.45 and $10.75 per share, with its stock having risen nearly 10% year-to-date and 8% over the past 12 months.
Applied Industrial Technologies Reports Fiscal 2026 Second Quarter Results
Applied Industrial Technologies (NYSE: AIT) reported its fiscal 2026 second-quarter results, with net sales reaching $1.2 billion, an 8.4% increase year-over-year. The company announced an 11% increase in its quarterly dividend and the acquisition of Thompson Industrial Supply Inc. Applied Industrial Technologies also adjusted its fiscal 2026 EPS guidance to a range of $10.45 to $10.75, showing confidence in future growth despite ongoing macro uncertainty.
Y Intercept Hong Kong Ltd Cuts Stock Position in Applied Industrial Technologies, Inc. $AIT
Y Intercept Hong Kong Ltd significantly reduced its stake in Applied Industrial Technologies (AIT) by 55.6% during the third quarter, selling 18,554 shares and retaining 14,790 shares valued at $3.861 million. This comes as Applied Industrial Technologies exceeded Q3 earnings estimates with an EPS of $2.63 and revenue of $1.20 billion, also setting strong FY2026 guidance. While institutional investors own a substantial portion of AIT, many others like Norges Bank and Qube Research have recently increased their holdings.
Applied Industrial (AIT) Q4 Earnings: What To Expect
Applied Industrial (AIT) is set to announce its Q4 earnings on Tuesday. Analysts anticipate a 9.2% year-on-year revenue growth to $1.17 billion and adjusted earnings of $2.50 per share. The company has a mixed history of meeting revenue estimates, and recent peer performance in the industrial machinery segment shows varied results post-earnings.
Applied Industrial Technologies, Inc. (AIT) Hit a 52 Week High, Can the Run Continue?
Applied Industrial Technologies (AIT) recently hit a 52-week high, with its stock up 6.8% over the past month and 10% year-to-date. The company has consistently beaten earnings estimates, and analysts project continued earnings and revenue growth for the current and next fiscal years. Despite trading at a premium compared to its industry peers, AIT holds a Zacks Rank #2 (Buy) due to favorable earnings estimate revisions, suggesting potential for continued growth.
Banner Corporation (BANR) – Margin Expansion Drives EPS Beat
Banner Corporation (BANR) exceeded Q4 2025 EPS expectations, reporting $1.55 against a $1.45 forecast, primarily due to significant Net Interest Margin expansion to 4.03%. Despite this, the company's revenue heavily relies on interest income, and its growth remains tied to the Pacific Northwest economic cycle, with modest 5-year compound revenue growth. Credit quality is strong, with non-performing assets exceptionally low.
Mountain Pacific Investment Advisers LLC Sells 49,934 Shares of Applied Industrial Technologies, Inc. $AIT
Mountain Pacific Investment Advisers LLC significantly reduced its stake in Applied Industrial Technologies (NYSE: AIT) by 81.7% in Q3, selling 49,934 shares and ending the period with 11,203 shares valued at $2.925 million. Applied Industrial Technologies exceeded Q3 earnings and revenue expectations and provided strong FY2026 EPS guidance, leading to a "Moderate Buy" consensus rating from analysts with a target of $287.50. The stock is trading near its 52-week high, boasts a market cap of $10.7 billion, and shows strong institutional interest with 93.5% ownership.
Applied Industrial Technologies stock hits all-time high of 284.97 USD
Applied Industrial Technologies (AIT) stock has reached a new all-time high of $284.97, surpassing its previous 52-week high, driven by robust performance including an 8.05% year-to-date return and a 7.0% gain over the last six months. The company, with a market capitalization of $10.73 billion, is noted for its "GREAT" financial health, consistent dividend payments over 55 years, and moderate debt levels. Recent impressive Q1 fiscal year 2026 financial results, exceeding EPS and revenue expectations, and signs of recovery in the industrial sector further underscore investor confidence in AIT's growth potential.
Understanding the Setup: (AIT) and Scalable Risk
This article provides an in-depth analysis of Applied Industrial Technologies Inc. (NYSE: AIT) using AI models to identify potential trading opportunities and risks. It highlights strong sentiment, resistance levels, and offers three distinct trading strategies: Position Trading (Long), Momentum Breakout (Breakout), and Risk Hedging (Short), complete with entry, target, and stop-loss zones. The analysis also includes multi-timeframe signal insights and details the benefits of real-time AI signals for subscribers.
Applied Industrial Technologies (AIT) to Release Quarterly Earnings on Tuesday
Applied Industrial Technologies (AIT) is scheduled to release its Q2 2026 earnings before market open on Tuesday, January 27th, with analysts forecasting EPS of $2.49 and revenue of $1.1696 billion. The company had previously beaten Q1 estimates, reporting $2.63 EPS on $1.20 billion in revenue. Institutional investors currently hold about 93.5% of AIT stock, which has a consensus analyst rating of "Moderate Buy" with an average target price of $287.50.
Wolverine Asset Management LLC Acquires New Holdings in Applied Industrial Technologies, Inc. $AIT
Wolverine Asset Management LLC has acquired a new stake in Applied Industrial Technologies (NYSE:AIT), purchasing 4,000 shares valued at approximately $1.044 million during Q3. Other major institutional investors also increased their positions, leading to institutional ownership of about 93.52%. Applied Industrial Technologies reported strong quarterly earnings, beating analyst expectations, and maintains a "Moderate Buy" rating with an average price target of $287.50.
EULAV Asset Management Boosts Holdings in Applied Industrial Technologies, Inc. $AIT
EULAV Asset Management significantly increased its stake in Applied Industrial Technologies (NYSE:AIT) by 19.2%, now holding 100,100 shares valued at $26.13 million. Other major institutional investors also expanded their positions, bringing institutional ownership to 93.52%. Applied Industrial Technologies recently surpassed quarterly earnings estimates and provided positive FY 2026 guidance, while analysts maintain a "Moderate Buy" rating with a consensus target price of $287.50.
Applied Industrial Technologies (NYSE:AIT) Hits New 52-Week High - What's Next?
Applied Industrial Technologies (NYSE:AIT) recently reached a new 52-week high of $281.63, driven by a strong Q3 earnings beat and positive FY2026 guidance. Analysts rate the stock a "Moderate Buy" with an average price target of $287.50, and institutional ownership stands at approximately 93.5%. The company maintains a healthy financial position with strong liquidity and a modest dividend yield.
Applied Industrial Technologies stock hits 52-week high at 281.22 USD
Applied Industrial Technologies (AIT) stock has reached a new 52-week high at $281.22, reflecting a 10.84% increase over the past year and outperforming Q1 fiscal year 2026 expectations. Despite its "GREAT" financial health rating and impressive dividend track record, InvestingPro data indicates the stock is currently overvalued. The company's robust performance highlights its strong position in the industrial distribution sector.
Tema Etfs LLC Acquires 5,063 Shares of Applied Industrial Technologies, Inc. $AIT
Tema Etfs LLC increased its stake in Applied Industrial Technologies, Inc. (AIT) by 16.1%, acquiring an additional 5,063 shares to hold a total of 36,418 shares valued at approximately $9.507 million. This makes AIT the 22nd largest holding in Tema Etfs LLC's portfolio. The company has a "Moderate Buy" consensus rating from analysts, a 0.7% dividend yield, and recently reported strong Q3 earnings, beating analyst expectations.
Applied Industrial Technologies Exec Leads PTDA Board in 2026
Jim Jeffiers, Vice President at Applied Industrial Technologies, has been appointed President of the Power Transmission Distributors Association (PTDA) for 2026, leading a new board focused on strengthening connections between distributors and manufacturers. The PTDA also announced its 2026 Board of Directors and Manufacturer Council, chaired by Chris Gumas of Ruland Manufacturing, who will work to integrate the manufacturer's perspective and adapt to technological changes in the industry.
PTDA names 2026 board and manufacturer council leaders
The Power Transmission Distributors Association (PTDA) has announced its 2026 Board of Directors and Manufacturer Council leaders. Jim Jeffiers of Applied Industrial Technologies has been appointed President, bringing extensive experience in the power transmission/motion control channel. The article details the full roster of the new leadership for both the Board and the Manufacturer Council, including immediate past presidents, vice presidents, treasurers, and council chairs.
The Technical Signals Behind (AIT) That Institutions Follow
The article analyzes Applied Industrial Technologies Inc. (NYSE: AIT) using AI models to identify technical trading signals for institutional investors. It highlights a strong near-term sentiment with specific entry, target, and stop-loss levels for long, breakout, and short strategies. The analysis provides risk-reward setups and multi-timeframe insights, suggesting a neutral mid and long-term outlook despite near-term strength.
Applied Industrial Technologies to Report Fiscal Second Quarter Earnings and Conduct Conference Call on January 27, 2026
Applied Industrial Technologies (NYSE: AIT) announced it will release its fiscal second quarter 2026 results on Tuesday, January 27, 2026, before the market opens. The company will host a conference call at 10 a.m. ET on the same day to discuss the results and outlook. A live audio webcast and supplemental presentation will be available on their Investor Relations website.
