Equities Analysts Set Expectations for Applied Industrial Technologies, Inc.’s Q1 2026 Earnings (NYSE:AIT)

Applied Industrial Technologies, Inc. (NYSE:AIT) – Investment analysts at Zacks Research lifted their Q1 2026 earnings estimates for Applied Industrial Technologies in a report released on Thursday, September 12th. Zacks Research analyst S. Roy now expects that the industrial products company will post earnings per share of $2.52 for the quarter, up from their previous forecast of $2.51. The consensus estimate for Applied Industrial Technologies’ current full-year earnings is $9.86 per share.

Several other analysts have also recently commented on AIT. Loop Capital raised their price target on shares of Applied Industrial Technologies from $215.00 to $230.00 and gave the stock a “buy” rating in a report on Friday, August 16th. Raymond James assumed coverage on shares of Applied Industrial Technologies in a research note on Wednesday, September 4th. They set an “outperform” rating and a $225.00 target price for the company. Robert W. Baird upped their price target on shares of Applied Industrial Technologies from $205.00 to $210.00 and gave the stock an “outperform” rating in a research note on Thursday, August 29th. KeyCorp lifted their price objective on Applied Industrial Technologies from $210.00 to $215.00 and gave the company an “overweight” rating in a research report on Friday, August 16th. Finally, Northcoast Research began coverage on Applied Industrial Technologies in a research report on Monday, July 1st. They issued a “neutral” rating on the stock. Two research analysts have rated the stock with a hold rating and five have issued a buy rating to the company’s stock. Based on data from MarketBeat.com, Applied Industrial Technologies currently has an average rating of “Moderate Buy” and an average target price of $223.00.

Applied Industrial Technologies Trading Up 2.2 %

Shares of NYSE AIT opened at $213.34 on Monday. The firm has a market capitalization of $8.24 billion, a PE ratio of 22.36, a PEG ratio of 2.00 and a beta of 1.03. Applied Industrial Technologies has a one year low of $149.59 and a one year high of $223.15. The company has a current ratio of 3.53, a quick ratio of 2.56 and a debt-to-equity ratio of 0.34. The business has a 50-day moving average price of $202.43 and a two-hundred day moving average price of $194.81.

Applied Industrial Technologies (NYSE:AIT) last posted its quarterly earnings data on Thursday, August 15th. The industrial products company reported $2.64 EPS for the quarter, topping analysts’ consensus estimates of $2.52 by $0.12. Applied Industrial Technologies had a net margin of 8.61% and a return on equity of 23.55%. The firm had revenue of $1.16 billion during the quarter, compared to analyst estimates of $1.19 billion. During the same quarter last year, the business posted $2.35 EPS. The company’s revenue was up .2% on a year-over-year basis.

Institutional Trading of Applied Industrial Technologies

A number of large investors have recently bought and sold shares of the stock. Capital Research Global Investors boosted its stake in shares of Applied Industrial Technologies by 978.3% in the 4th quarter. Capital Research Global Investors now owns 559,649 shares of the industrial products company’s stock valued at $96,646,000 after purchasing an additional 507,750 shares in the last quarter. Norges Bank acquired a new stake in shares of Applied Industrial Technologies during the fourth quarter worth approximately $72,436,000. Dundas Partners LLP bought a new position in shares of Applied Industrial Technologies in the second quarter valued at approximately $46,805,000. Nordea Investment Management AB acquired a new position in shares of Applied Industrial Technologies in the 1st quarter worth approximately $39,093,000. Finally, Hennessy Advisors Inc. bought a new stake in Applied Industrial Technologies during the 4th quarter worth approximately $27,043,000. 93.52% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, VP Kurt W. Loring sold 3,366 shares of Applied Industrial Technologies stock in a transaction dated Friday, August 23rd. The stock was sold at an average price of $209.02, for a total value of $703,561.32. Following the transaction, the vice president now directly owns 19,315 shares in the company, valued at $4,037,221.30. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. In other news, VP Kurt W. Loring sold 4,858 shares of the company’s stock in a transaction that occurred on Friday, August 30th. The stock was sold at an average price of $203.10, for a total value of $986,659.80. Following the sale, the vice president now directly owns 19,315 shares in the company, valued at approximately $3,922,876.50. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Kurt W. Loring sold 3,366 shares of the stock in a transaction that occurred on Friday, August 23rd. The stock was sold at an average price of $209.02, for a total value of $703,561.32. Following the completion of the transaction, the vice president now directly owns 19,315 shares of the company’s stock, valued at $4,037,221.30. The disclosure for this sale can be found here. Insiders sold a total of 11,927 shares of company stock valued at $2,439,116 in the last quarter. Insiders own 2.20% of the company’s stock.

Applied Industrial Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, August 30th. Investors of record on Thursday, August 15th were issued a dividend of $0.37 per share. This represents a $1.48 annualized dividend and a dividend yield of 0.69%. The ex-dividend date was Thursday, August 15th. Applied Industrial Technologies’s dividend payout ratio is currently 15.51%.

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.