Zacks Research Has Bearish Estimate for AIT Q3 Earnings

Applied Industrial Technologies, Inc. (NYSE:AIT) – Analysts at Zacks Research decreased their Q3 2025 earnings per share estimates for Applied Industrial Technologies in a research report issued on Monday, December 9th. Zacks Research analyst S. Roy now expects that the industrial products company will earn $2.48 per share for the quarter, down from their prior forecast of $2.49. 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’ Q4 2025 earnings at $2.71 EPS, Q1 2026 earnings at $2.44 EPS, Q2 2026 earnings at $2.55 EPS, FY2026 earnings at $10.55 EPS and Q1 2027 earnings at $2.67 EPS.

AIT has been the subject of a number of other research reports. Raymond James boosted their target price on shares of Applied Industrial Technologies from $225.00 to $250.00 and gave the stock an “outperform” rating in a research note on Friday, October 25th. StockNews.com raised Applied Industrial Technologies from a “hold” rating to a “buy” rating in a research report on Tuesday, October 22nd. Bank of America upgraded Applied Industrial Technologies from a “neutral” rating to a “buy” rating and increased their price objective for the company from $285.00 to $315.00 in a report on Tuesday, November 26th. Mizuho initiated coverage on Applied Industrial Technologies in a research note on Tuesday, October 22nd. They set an “outperform” rating and a $285.00 target price for the company. Finally, Oppenheimer upped their price target on Applied Industrial Technologies from $260.00 to $305.00 and gave the company an “outperform” rating in a report on Thursday, November 14th. One equities research analyst has rated the stock with a hold rating and eight have assigned a buy rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $285.71.

Applied Industrial Technologies Trading Down 0.9 %

NYSE AIT opened at $268.23 on Wednesday. Applied Industrial Technologies has a 52 week low of $163.50 and a 52 week high of $282.98. The firm has a 50 day moving average of $252.28 and a two-hundred day moving average of $218.50. The company has a quick ratio of 2.74, a current ratio of 3.78 and a debt-to-equity ratio of 0.33. The stock has a market capitalization of $10.31 billion, a PE ratio of 27.37, a price-to-earnings-growth ratio of 3.76 and a beta of 1.05.

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, beating the consensus estimate 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 business had revenue of $1.10 billion for the quarter, compared to analysts’ expectations of $1.08 billion. During the same period last year, the firm earned $2.39 earnings per share. The company’s revenue for the quarter was up .3% compared to the same quarter last year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Headlands Technologies LLC acquired a new stake in Applied Industrial Technologies in the 2nd quarter valued at about $26,000. V Square Quantitative Management LLC acquired a new stake in shares of Applied Industrial Technologies in the third quarter valued at approximately $34,000. First Horizon Advisors Inc. increased its stake in shares of 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 worth $38,000 after purchasing an additional 88 shares in the last quarter. Quarry LP acquired a new position in shares of Applied Industrial Technologies during the 2nd quarter worth approximately $39,000. Finally, UMB Bank n.a. lifted its stake in Applied Industrial Technologies by 68.1% in the 3rd quarter. UMB Bank n.a. now owns 190 shares of the industrial products company’s stock valued at $42,000 after buying an additional 77 shares in the last quarter. 93.52% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

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

Applied Industrial Technologies Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, November 29th. Stockholders of record on Friday, November 15th were issued a $0.37 dividend. This represents a $1.48 dividend on an annualized basis and a dividend yield of 0.55%. The ex-dividend date of this dividend was Friday, November 15th. Applied Industrial Technologies’s payout ratio is currently 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.