Zacks Research Issues Negative Forecast for AIT Earnings

Applied Industrial Technologies, Inc. (NYSE:AIT) – Research analysts at Zacks Research dropped their Q2 2025 earnings estimates for shares of Applied Industrial Technologies in a research report issued on Thursday, November 14th. Zacks Research analyst S. Roy now anticipates that the industrial products company will earn $2.18 per share 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.

Applied Industrial Technologies (NYSE:AIT) last released its quarterly earnings data on Thursday, October 24th. The industrial products company reported $2.36 earnings per share for the quarter, beating 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 firm had revenue of $1.10 billion during the quarter, compared to analysts’ expectations of $1.08 billion. During the same period in the previous year, the company earned $2.39 earnings per share. The firm’s quarterly revenue was up .3% on a year-over-year basis.

A number of other research firms also recently weighed in on AIT. Loop Capital increased their target price on Applied Industrial Technologies from $230.00 to $270.00 and gave the company a “buy” rating in a report on Monday, October 28th. Raymond James increased their price objective 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. Mizuho started 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 for the company. Oppenheimer increased their price target on shares of Applied Industrial Technologies from $260.00 to $305.00 and gave the stock an “outperform” rating in a research report on Thursday, November 14th. Finally, KeyCorp boosted their price objective on shares of Applied Industrial Technologies from $245.00 to $275.00 and gave the company an “overweight” rating in a research report on Friday, October 25th. Two investment analysts have rated the stock with a hold rating and seven have issued a buy rating to the stock. According to MarketBeat.com, Applied Industrial Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $267.86.

Applied Industrial Technologies Price Performance

NYSE AIT opened at $267.40 on Monday. The company has a debt-to-equity ratio of 0.33, a current ratio of 3.78 and a quick ratio of 2.74. Applied Industrial Technologies has a 1-year low of $155.47 and a 1-year high of $276.97. The stock has a market capitalization of $10.28 billion, a price-to-earnings ratio of 27.68, a PEG ratio of 3.66 and a beta of 1.03. The business’s fifty day moving average price is $230.16 and its 200-day moving average price is $208.43.

Institutional Investors Weigh In On Applied Industrial Technologies

Several institutional investors and hedge funds have recently modified their holdings of AIT. EntryPoint Capital LLC bought a new stake in shares of Applied Industrial Technologies in the first quarter worth about $25,000. Headlands Technologies LLC bought a new stake in Applied Industrial Technologies in the second quarter worth $26,000. Opal Wealth Advisors LLC bought a new stake in shares of Applied Industrial Technologies in the 2nd quarter worth about $32,000. V Square Quantitative Management LLC purchased a new position in shares of Applied Industrial Technologies during the third quarter valued at approximately $34,000. Finally, First Horizon Advisors Inc. boosted its holdings 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 acquiring an additional 88 shares during the period. Institutional investors own 93.52% of the company’s stock.

Insider Buying and Selling

In related news, VP Kurt W. Loring sold 4,858 shares of the business’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 transaction, the vice president now directly owns 19,315 shares of the company’s stock, valued at approximately $3,922,876.50. The trade was a 20.10 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 1.67% of the stock is currently owned by insiders.

Applied Industrial Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, November 29th. Investors of record on Friday, November 15th will be paid a dividend of $0.37 per share. This represents a $1.48 dividend on an annualized basis and a dividend yield of 0.55%. The ex-dividend date is Friday, November 15th. Applied Industrial Technologies’s dividend payout ratio (DPR) is 15.10%.

About Applied Industrial Technologies

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.