Zacks Research Has Bearish Estimate for AIT Q2 Earnings

Applied Industrial Technologies, Inc. (NYSE:AIT) – Research analysts at Zacks Research cut their Q2 2025 earnings estimates for Applied Industrial Technologies in a research report issued to clients and investors on Thursday, November 14th. Zacks Research analyst S. Roy now anticipates that the industrial products company will post earnings of $2.18 per share 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 EPS for the quarter, beating the consensus estimate of $2.25 by $0.11. The company had revenue of $1.10 billion for the quarter, compared to analyst estimates of $1.08 billion. Applied Industrial Technologies had a net margin of 8.57% and a return on equity of 22.68%. The firm’s revenue was up .3% on a year-over-year basis. During the same period in the prior year, the firm posted $2.39 earnings per share.

A number of other analysts have also recently commented on the company. Bank of America lifted their price objective on Applied Industrial Technologies from $232.00 to $240.00 and gave the stock a “neutral” rating in a research report on Friday, October 25th. Oppenheimer boosted their price target on Applied Industrial Technologies from $260.00 to $305.00 and gave the stock an “outperform” rating in a research report on Thursday. Robert W. Baird upped their target price on Applied Industrial Technologies from $210.00 to $250.00 and gave the company an “outperform” rating in a research report on Wednesday, October 16th. KeyCorp boosted their price target on Applied Industrial Technologies from $245.00 to $275.00 and gave the company an “overweight” rating in a report on Friday, October 25th. Finally, StockNews.com upgraded Applied Industrial Technologies from a “hold” rating to a “buy” rating in a research note on Tuesday, October 22nd. Two investment analysts have rated the stock with a hold rating and seven have issued a buy rating to the stock. Based on data from MarketBeat, Applied Industrial Technologies has a consensus rating of “Moderate Buy” and an average price target of $267.86.

Applied Industrial Technologies Price Performance

Shares of NYSE AIT opened at $266.73 on Monday. Applied Industrial Technologies has a 1-year low of $155.47 and a 1-year high of $276.97. The company has a debt-to-equity ratio of 0.33, a current ratio of 3.78 and a quick ratio of 2.74. The stock has a fifty day moving average price of $230.16 and a 200 day moving average price of $208.23. The company has a market cap of $10.26 billion, a PE ratio of 27.22, a P/E/G ratio of 3.66 and a beta of 1.03.

Applied Industrial Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, November 29th. Shareholders of record on Friday, November 15th will be paid a $0.37 dividend. This represents a $1.48 dividend on an annualized basis and a yield of 0.55%. The ex-dividend date is Friday, November 15th. Applied Industrial Technologies’s dividend payout ratio is currently 15.10%.

Insiders Place Their Bets

In other news, VP Kurt W. Loring sold 4,858 shares of the business’s stock in a transaction on Friday, August 30th. The stock was sold at an average price of $203.10, for a total transaction of $986,659.80. Following the completion of the sale, the vice president now 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 transaction was disclosed in a legal filing with the SEC, which is available through this link. Insiders own 1.67% of the company’s stock.

Institutional Investors Weigh In On Applied Industrial Technologies

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. EntryPoint Capital LLC acquired a new position in Applied Industrial Technologies in the first quarter valued at about $25,000. Headlands Technologies LLC acquired a new position in Applied Industrial Technologies in the second quarter valued at about $26,000. V Square Quantitative Management LLC acquired a new position in Applied Industrial Technologies in the third quarter valued at about $34,000. Opal Wealth Advisors LLC acquired a new position in Applied Industrial Technologies in the second quarter valued at about $32,000. Finally, First Horizon Advisors Inc. grew its stake in Applied Industrial Technologies by 106.0% in the third 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.

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.