Zacks Research Has Negative Forecast for AIT Q3 Earnings

Applied Industrial Technologies, Inc. (NYSE:AIT) – Zacks Research decreased their Q3 2025 earnings per share (EPS) estimates for shares of Applied Industrial Technologies in a report released on Wednesday, February 19th. Zacks Research analyst S. Roy now anticipates that the industrial products company will post earnings per share of $2.40 for the quarter, down from their previous forecast of $2.48. The consensus estimate for Applied Industrial Technologies’ current full-year earnings is $9.87 per share. Zacks Research also issued estimates for Applied Industrial Technologies’ FY2025 earnings at $9.86 EPS, Q1 2026 earnings at $2.46 EPS, Q3 2026 earnings at $2.75 EPS, Q4 2026 earnings at $2.85 EPS, FY2026 earnings at $10.62 EPS, Q1 2027 earnings at $2.69 EPS, Q2 2027 earnings at $2.72 EPS and FY2027 earnings at $11.43 EPS.

Applied Industrial Technologies (NYSE:AIT) last issued its earnings results on Wednesday, January 29th. The industrial products company reported $2.39 EPS for the quarter, topping the consensus estimate of $2.21 by $0.18. Applied Industrial Technologies had a return on equity of 22.37% and a net margin of 8.62%.

Several other research analysts have also commented on AIT. Raymond James reissued an “outperform” rating and set a $265.00 price objective (up previously from $250.00) on shares of Applied Industrial Technologies in a report on Thursday, January 30th. StockNews.com lowered Applied Industrial Technologies from a “buy” rating to a “hold” rating in a research note on Thursday, January 23rd. KeyCorp boosted their price objective on Applied Industrial Technologies from $275.00 to $325.00 and gave the company an “overweight” rating in a research report on Tuesday, December 3rd. Loop Capital boosted their price objective 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. Finally, Robert W. Baird upped their target price on Applied Industrial Technologies from $250.00 to $275.00 and gave the company an “outperform” rating in a report on Thursday, January 30th. Two equities research analysts have rated the stock with a hold rating and seven have issued a buy rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $291.43.

Applied Industrial Technologies Stock Down 6.9 %

Shares of NYSE AIT opened at $245.73 on Friday. Applied Industrial Technologies has a 52 week low of $177.68 and a 52 week high of $282.98. The business has a 50-day simple moving average of $254.09 and a two-hundred day simple moving average of $238.85. The company has a quick ratio of 2.55, a current ratio of 3.76 and a debt-to-equity ratio of 0.32. The company has a market cap of $9.43 billion, a P/E ratio of 24.90, a P/E/G ratio of 3.40 and a beta of 1.08.

Applied Industrial Technologies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 28th. Stockholders of record on Friday, February 14th will be paid a $0.46 dividend. This is a boost from Applied Industrial Technologies’s previous quarterly dividend of $0.37. This represents a $1.84 dividend on an annualized basis and a dividend yield of 0.75%. The ex-dividend date is Friday, February 14th. Applied Industrial Technologies’s dividend payout ratio is currently 18.64%.

Insider Transactions at Applied Industrial Technologies

In related news, VP Warren E. Hoffner III sold 4,000 shares of the stock in a transaction on Wednesday, November 27th. The stock was sold at an average price of $281.64, for a total transaction of $1,126,560.00. Following the sale, the vice president now directly owns 55,709 shares of the company’s stock, valued at $15,689,882.76. This trade represents a 6.70 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Mary Dean Hall sold 2,200 shares of the stock in a transaction on Wednesday, November 27th. The shares were sold at an average price of $275.08, for a total value of $605,176.00. Following the sale, the director now directly owns 3,462 shares in the company, valued at $952,326.96. This trade represents a 38.86 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 1.67% of the company’s stock.

Institutional Investors Weigh In On Applied Industrial Technologies

Several institutional investors have recently modified their holdings of AIT. Larson Financial Group LLC boosted its position in shares of Applied Industrial Technologies by 5,900.0% during the fourth quarter. Larson Financial Group LLC now owns 120 shares of the industrial products company’s stock valued at $29,000 after buying an additional 118 shares during the last quarter. Kestra Investment Management LLC purchased a new stake in shares of Applied Industrial Technologies during the fourth quarter valued at $30,000. First Horizon Advisors Inc. boosted its position in shares of Applied Industrial Technologies by 106.0% during the third quarter. First Horizon Advisors Inc. now owns 171 shares of the industrial products company’s stock valued at $38,000 after buying an additional 88 shares during the last quarter. SBI Securities Co. Ltd. purchased a new stake in shares of Applied Industrial Technologies during the fourth quarter valued at $44,000. Finally, Huntington National Bank boosted its position in shares of Applied Industrial Technologies by 33.8% during the fourth quarter. Huntington National Bank now owns 186 shares of the industrial products company’s stock valued at $45,000 after buying an additional 47 shares during the last quarter. 93.52% of the stock is owned by hedge funds and other institutional investors.

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.