Zacks Research Issues Pessimistic Estimate for AIT Earnings

Applied Industrial Technologies, Inc. (NYSE:AIT) – Analysts at Zacks Research dropped their Q2 2025 EPS estimates for shares of Applied Industrial Technologies in a report released on Thursday, November 14th. Zacks Research analyst S. Roy now expects that the industrial products company will post earnings per share of $2.18 for the quarter, down from their prior estimate of $2.25. The consensus estimate for Applied Industrial Technologies’ current full-year earnings is $9.76 per share. Zacks Research also issued estimates for Applied Industrial Technologies’ Q3 2025 earnings at $2.49 EPS, FY2025 earnings at $9.72 EPS, Q4 2026 earnings at $2.82 EPS and FY2027 earnings at $11.26 EPS.

Applied Industrial Technologies (NYSE:AIT) last announced its quarterly earnings results on Thursday, October 24th. The industrial products company reported $2.36 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.25 by $0.11. Applied Industrial Technologies had a return on equity of 22.68% and a net margin of 8.57%. The company had revenue of $1.10 billion during the quarter, compared to the consensus estimate of $1.08 billion. During the same period in the previous year, the business earned $2.39 EPS. Applied Industrial Technologies’s revenue for the quarter was up .3% on a year-over-year basis.

Several other equities research analysts have also commented on AIT. Bank of America lifted their price target on shares of Applied Industrial Technologies from $232.00 to $240.00 and gave the stock a “neutral” rating in a research note on Friday, October 25th. Loop Capital upped their target price on Applied Industrial Technologies from $230.00 to $270.00 and gave the company a “buy” rating in a research report on Monday, October 28th. KeyCorp lifted their price target on Applied Industrial Technologies from $245.00 to $275.00 and gave the stock an “overweight” rating in a research report on Friday, October 25th. StockNews.com raised Applied Industrial Technologies from a “hold” rating to a “buy” rating in a report on Tuesday, October 22nd. Finally, Mizuho assumed coverage on shares of Applied Industrial Technologies in a research report on Tuesday, October 22nd. They set an “outperform” rating and a $285.00 target price on the stock. Two equities research analysts have rated the stock with a hold rating and seven have issued a buy rating to the company’s stock. According to data from MarketBeat.com, Applied Industrial Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $267.86.

Applied Industrial Technologies Stock Down 0.4 %

AIT stock opened at $266.28 on Monday. The company’s 50 day moving average is $231.56 and its two-hundred day moving average is $209.01. Applied Industrial Technologies has a twelve month low of $155.47 and a twelve month high of $276.97. The company has a current ratio of 3.78, a quick ratio of 2.74 and a debt-to-equity ratio of 0.33. The stock has a market cap of $10.24 billion, a P/E ratio of 27.17, a PEG ratio of 3.66 and a beta of 1.03.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the stock. GHP Investment Advisors Inc. grew its holdings in shares of Applied Industrial Technologies by 3.9% in the 3rd quarter. GHP Investment Advisors Inc. now owns 1,143 shares of the industrial products company’s stock worth $255,000 after acquiring an additional 43 shares during the period. QRG Capital Management Inc. grew its holdings in Applied Industrial Technologies by 0.9% in the second quarter. QRG Capital Management Inc. now owns 6,462 shares of the industrial products company’s stock valued at $1,254,000 after purchasing an additional 55 shares during the last quarter. Miller Howard Investments Inc. NY increased its position in shares of Applied Industrial Technologies by 2.4% in the second quarter. Miller Howard Investments Inc. NY now owns 2,300 shares of the industrial products company’s stock valued at $446,000 after buying an additional 55 shares in the last quarter. Nisa Investment Advisors LLC raised its stake in shares of Applied Industrial Technologies by 0.4% during the 2nd quarter. Nisa Investment Advisors LLC now owns 17,394 shares of the industrial products company’s stock worth $3,374,000 after buying an additional 61 shares during the last quarter. Finally, Dana Investment Advisors Inc. boosted its position in shares of Applied Industrial Technologies by 0.7% in the 2nd quarter. Dana Investment Advisors Inc. now owns 9,939 shares of the industrial products company’s stock worth $1,928,000 after buying an additional 65 shares in the last quarter. 93.52% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Applied Industrial Technologies

In other Applied Industrial Technologies news, VP Kurt W. Loring sold 3,366 shares of the firm’s stock in a transaction 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 sale, the vice president now owns 19,315 shares of the company’s stock, valued at approximately $4,037,221.30. This trade represents a 14.84 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.67% of the stock is owned by insiders.

Applied Industrial Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, November 29th. Stockholders of record on Friday, November 15th will be paid a dividend of $0.37 per share. The ex-dividend date of this dividend is Friday, November 15th. This represents a $1.48 dividend on an annualized basis and a dividend yield of 0.56%. Applied Industrial Technologies’s dividend payout ratio (DPR) is 15.10%.

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.