Zacks Research Has Negative Outlook for AIT Q2 Earnings

Applied Industrial Technologies, Inc. (NYSE:AIT) – Equities researchers at Zacks Research dropped their Q2 2025 EPS estimates for Applied Industrial Technologies in a note issued to investors on Thursday, November 14th. Zacks Research analyst S. Roy now forecasts that the industrial products company will post earnings per share of $2.18 for the quarter, down from their previous 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.

AIT has been the subject of a number of other reports. Raymond James upped their price target on Applied Industrial Technologies from $225.00 to $250.00 and gave the company an “outperform” rating in a research note on Friday, October 25th. KeyCorp lifted their target price on Applied Industrial Technologies from $245.00 to $275.00 and gave the company an “overweight” rating in a research report on Friday, October 25th. Robert W. Baird lifted their price objective on Applied Industrial Technologies from $210.00 to $250.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 16th. StockNews.com raised Applied Industrial Technologies from a “hold” rating to a “buy” rating in a research report on Tuesday, October 22nd. Finally, Mizuho initiated coverage on Applied Industrial Technologies in a report on Tuesday, October 22nd. They set an “outperform” rating and a $285.00 price objective on the stock. Two analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company. Based on data from MarketBeat.com, Applied Industrial Technologies presently has an average rating of “Moderate Buy” and an average target price of $267.86.

Applied Industrial Technologies Stock Performance

Applied Industrial Technologies stock opened at $266.73 on Monday. The stock has a 50-day simple moving average of $230.16 and a 200 day simple moving average of $208.23. The company has a quick ratio of 2.74, a current ratio of 3.78 and a debt-to-equity ratio of 0.33. Applied Industrial Technologies has a 12-month low of $155.47 and a 12-month high of $276.97. The stock has a market capitalization of $10.26 billion, a price-to-earnings ratio of 27.22, a P/E/G ratio of 3.66 and a beta of 1.03.

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

Institutional Investors Weigh In On Applied Industrial Technologies

Hedge funds have recently made changes to their positions in the company. GHP Investment Advisors Inc. grew its stake in shares of Applied Industrial Technologies by 3.9% during the third quarter. GHP Investment Advisors Inc. now owns 1,143 shares of the industrial products company’s stock valued at $255,000 after buying an additional 43 shares during the last quarter. QRG Capital Management Inc. lifted its holdings in shares of Applied Industrial Technologies by 0.9% during the 2nd 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 lifted its holdings in shares of Applied Industrial Technologies by 2.4% during the 2nd quarter. Miller Howard Investments Inc. NY now owns 2,300 shares of the industrial products company’s stock valued at $446,000 after purchasing an additional 55 shares during the last quarter. Nisa Investment Advisors LLC raised its stake in Applied Industrial Technologies by 0.4% in the 2nd quarter. Nisa Investment Advisors LLC now owns 17,394 shares of the industrial products company’s stock worth $3,374,000 after acquiring an additional 61 shares during the last quarter. Finally, Dana Investment Advisors Inc. raised its stake in 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 acquiring an additional 65 shares during the last quarter. 93.52% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Applied Industrial Technologies

In other news, VP Kurt W. Loring sold 4,858 shares of the business’s stock in a transaction dated Friday, August 30th. The stock was sold at an average price of $203.10, for a total value of $986,659.80. Following the transaction, the vice president now directly owns 19,315 shares in the company, valued at $3,922,876.50. The trade was a 20.10 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.67% of the stock is currently owned by corporate insiders.

Applied Industrial Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, November 29th. Shareholders of record on Friday, November 15th will be issued a dividend of $0.37 per share. This represents a $1.48 annualized dividend and a yield of 0.55%. The ex-dividend date is Friday, November 15th. Applied Industrial Technologies’s dividend payout ratio is presently 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.