Zacks Research Analysts Lower Earnings Estimates for AIT

Applied Industrial Technologies, Inc. (NYSE:AIT) – Equities researchers at Zacks Research reduced their Q3 2025 earnings per share (EPS) estimates for shares of Applied Industrial Technologies in a research note issued on Wednesday, February 19th. Zacks Research analyst S. Roy now forecasts that the industrial products company will post earnings per share of $2.40 for the quarter, down from their previous estimate of $2.48. The consensus estimate for Applied Industrial Technologies’ current full-year earnings is $9.90 per share. Zacks Research also issued estimates for Applied Industrial Technologies’ FY2025 earnings at $9.86 EPS, Q1 2026 earnings at $2.46 EPS, Q3 2026 earnings at $2.75 EPS, Q4 2026 earnings at $2.85 EPS, FY2026 earnings at $10.62 EPS, Q1 2027 earnings at $2.69 EPS, Q2 2027 earnings at $2.72 EPS and FY2027 earnings at $11.43 EPS.

A number of other research firms also recently issued reports on AIT. Robert W. Baird lifted their price objective on Applied Industrial Technologies from $250.00 to $275.00 and gave the stock an “outperform” rating in a research note on Thursday, January 30th. Raymond James reaffirmed an “outperform” rating and issued a $265.00 price objective (up previously from $250.00) on shares of Applied Industrial Technologies in a research note on Thursday, January 30th. KeyCorp lifted their price objective on Applied Industrial Technologies from $275.00 to $325.00 and gave the stock an “overweight” rating in a research note on Tuesday, December 3rd. StockNews.com downgraded Applied Industrial Technologies from a “buy” rating to a “hold” rating in a research note on Thursday, January 23rd. Finally, Bank of America raised Applied Industrial Technologies from a “neutral” rating to a “buy” rating and lifted their price objective for the stock from $285.00 to $315.00 in a research note on Tuesday, November 26th. Two analysts have rated the stock with a hold rating and seven have given a buy rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $291.43.

Applied Industrial Technologies Stock Down 6.9 %

Shares of AIT opened at $245.73 on Friday. The business’s 50 day moving average is $253.76 and its 200 day moving average is $239.52. The company has a market capitalization of $9.43 billion, a PE ratio of 24.90, a price-to-earnings-growth ratio of 3.37 and a beta of 1.08. Applied Industrial Technologies has a 12-month low of $177.68 and a 12-month high of $282.98. The company has a current ratio of 3.76, a quick ratio of 2.55 and a debt-to-equity ratio of 0.32.

Applied Industrial Technologies (NYSE:AIT) last issued its earnings results on Wednesday, January 29th. The industrial products company reported $2.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.21 by $0.18. Applied Industrial Technologies had a return on equity of 22.37% and a net margin of 8.62%.

Applied Industrial Technologies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 28th. Stockholders of record on Friday, February 14th will be issued a $0.46 dividend. This is a boost from Applied Industrial Technologies’s previous quarterly dividend of $0.37. The ex-dividend date of this dividend is Friday, February 14th. This represents a $1.84 dividend on an annualized basis and a dividend yield of 0.75%. Applied Industrial Technologies’s payout ratio is 18.64%.

Insider Transactions at Applied Industrial Technologies

In related news, Director Mary Dean Hall sold 2,200 shares of the business’s stock in a transaction on Wednesday, November 27th. The stock was sold at an average price of $275.08, for a total transaction of $605,176.00. Following the completion of the transaction, the director now owns 3,462 shares in the company, valued at $952,326.96. The trade was a 38.86 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Warren E. Hoffner III sold 4,000 shares of the business’s stock in a transaction on Wednesday, November 27th. The shares were sold at an average price of $281.64, for a total value of $1,126,560.00. Following the transaction, the vice president now owns 55,709 shares of the company’s stock, valued at approximately $15,689,882.76. The trade was a 6.70 % decrease in their position. The disclosure for this sale can be found here. Company insiders own 1.67% of the company’s stock.

Hedge Funds Weigh In On Applied Industrial Technologies

Large investors have recently bought and sold shares of the business. Larson Financial Group LLC boosted its holdings in Applied Industrial Technologies by 5,900.0% during the 4th quarter. Larson Financial Group LLC now owns 120 shares of the industrial products company’s stock valued at $29,000 after acquiring an additional 118 shares during the period. Kestra Investment Management LLC bought a new stake in Applied Industrial Technologies during the 4th quarter valued at $30,000. First Horizon Advisors Inc. raised its position in Applied Industrial Technologies by 106.0% during the 3rd quarter. First Horizon Advisors Inc. now owns 171 shares of the industrial products company’s stock valued at $38,000 after purchasing an additional 88 shares in the last quarter. SBI Securities Co. Ltd. bought a new stake in Applied Industrial Technologies during the 4th quarter valued at $44,000. Finally, Huntington National Bank raised its position in Applied Industrial Technologies by 33.8% during the 4th quarter. Huntington National Bank now owns 186 shares of the industrial products company’s stock valued at $45,000 after purchasing an additional 47 shares in the last quarter. Hedge funds and other institutional investors own 93.52% of the company’s stock.

Applied Industrial Technologies Company Profile

Applied Industrial Technologies, Inc distributes industrial motion, power, control, and automation technology solutions in North America, Australia, New Zealand, and Singapore. It operates in two segments, Service Center Based Distribution, and Engineered Solutions. The company distributes bearings, power transmission products, engineered fluid power components and systems, specialty flow control solutions, advanced automation products, industrial rubber products, linear motion components, automation solutions, tools, safety products, oilfield supplies, and other industrial and maintenance supplies; and motors, belting, drives, couplings, pumps, hydraulic and pneumatic components, filtration supplies, valves, fittings, process instrumentation, actuators, and hoses, filtration supplies, as well as other related supplies for general operational needs of customers' machinery and equipment.