Hyster-Yale (NYSE:HY) Shares Down 10.4% Following Weak Earnings

Hyster-Yale, Inc. (NYSE:HY)’s share price was down 10.4% on Wednesday following a weaker than expected earnings announcement. The company traded as low as $32.01 and last traded at $34.40. Approximately 50,753 shares were traded during trading, a decline of 49% from the average daily volume of 99,741 shares. The stock had previously closed at $38.40.

The industrial products company reported ($2.06) earnings per share (EPS) for the quarter, missing the consensus estimate of ($1.20) by ($0.86). Hyster-Yale had a return on equity of 5.93% and a net margin of 0.07%.The firm had revenue of $923.20 million for the quarter, compared to the consensus estimate of $916.43 million.

Hyster-Yale Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be issued a dividend of $0.36 per share. The ex-dividend date of this dividend is Friday, February 27th. This represents a $1.44 annualized dividend and a yield of 4.0%. Hyster-Yale’s dividend payout ratio (DPR) is currently 1,028.57%.

Key Hyster-Yale News

Here are the key news stories impacting Hyster-Yale this week:

• Positive Sentiment: Q4 bookings and cash flow showed signs of recovery — Q4 bookings rose ~42% sequentially and ~35% year‑over‑year, and operating cash flow improved to $57M, suggesting better demand and inventory execution ahead. HYSTER-YALE ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 RESULTS
• Positive Sentiment: Revenue narrowly beat consensus (Q4 revenue $923.2M vs $916.4M est.), which may comfort investors that top‑line demand is stabilizing. Hyster‑Yale (HY) Reports Q4 Loss, Beats Revenue Estimates
• Positive Sentiment: Broker upgrade: Northland Securities raised Hyster‑Yale to Outperform, which can provide near‑term support to the stock via improved sell‑side sentiment. Hyster‑Yale (NYSE:HY) Raised to Outperform at Northland Securities
• Neutral Sentiment: Company increased transparency by expanding access to historical quarterly financial disclosures — helpful for analysts but not an immediate price driver. Hyster‑Yale Expands Historical Quarterly Financial Disclosure Access
• Neutral Sentiment: Coverage and previews (Zacks, Benzinga, Yahoo) highlight mixed metrics and guidance — useful context but reflect the same underlying results. Is It Worth Investing in Hyster‑Yale (HY) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Large EPS miss and operating loss — Q4 EPS was ($2.06) vs consensus ($1.20) and the company reported a Q4 operating loss of $37M, which directly pressures the stock. Hyster‑Yale Q4 and Full Year 2025 Results (press release)
• Negative Sentiment: Tariffs materially compressed profit — management cited roughly $40M of gross tariff costs in Q4 and ~$100M for the year, a clear near‑term headwind to margins. HYSTER‑YALE ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 RESULTS
• Negative Sentiment: Shipments and near‑term volume weakness — Q4 revenues declined on weaker shipments and management expects shipment volumes to recover in the second half of 2026, implying continued pressure in the first half. HYSTER‑YALE ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 RESULTS

Analysts Set New Price Targets

A number of research analysts recently commented on the stock. Northland Securities upgraded shares of Hyster-Yale from a “market perform” rating to an “outperform” rating and set a $50.00 price target on the stock in a research note on Monday. Weiss Ratings reissued a “hold (c-)” rating on shares of Hyster-Yale in a report on Thursday, January 22nd. Finally, Roth Mkm set a $40.00 price target on Hyster-Yale in a research note on Thursday, November 6th. One investment analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $45.00.

Institutional Trading of Hyster-Yale

Several hedge funds and other institutional investors have recently modified their holdings of the business. Gamco Investors INC. ET AL grew its stake in Hyster-Yale by 1.7% in the 2nd quarter. Gamco Investors INC. ET AL now owns 860,607 shares of the industrial products company’s stock valued at $34,235,000 after buying an additional 14,700 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of Hyster-Yale by 0.7% in the third quarter. Dimensional Fund Advisors LP now owns 576,509 shares of the industrial products company’s stock worth $21,250,000 after acquiring an additional 3,935 shares during the period. Valueworks LLC grew its position in shares of Hyster-Yale by 33.2% in the fourth quarter. Valueworks LLC now owns 399,344 shares of the industrial products company’s stock valued at $11,865,000 after purchasing an additional 99,538 shares in the last quarter. American Century Companies Inc. raised its stake in shares of Hyster-Yale by 8.1% during the 2nd quarter. American Century Companies Inc. now owns 327,204 shares of the industrial products company’s stock valued at $13,016,000 after purchasing an additional 24,389 shares during the period. Finally, State Street Corp lifted its holdings in Hyster-Yale by 12.1% during the 4th quarter. State Street Corp now owns 307,794 shares of the industrial products company’s stock worth $9,145,000 after purchasing an additional 33,281 shares in the last quarter. Institutional investors own 46.47% of the company’s stock.

Hyster-Yale Trading Down 6.6%

The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.68 and a current ratio of 1.39. The firm has a market cap of $635.80 million, a P/E ratio of 256.16 and a beta of 1.54. The firm has a 50 day simple moving average of $34.64 and a 200 day simple moving average of $34.57.

About Hyster-Yale

Hyster-Yale Materials Handling, Inc is a global manufacturer and distributor of a wide range of industrial lift trucks, container handlers and aftermarket parts and services. Operating under the Hyster and Yale brand names, the company designs, engineers and assembles counterbalanced lift trucks, narrow-aisle trucks and specialty vehicles for clients in distribution, manufacturing, retail and warehousing.

The company’s product portfolio includes electric, diesel and LPG-powered forklifts, as well as reach stackers, empty container handlers and terminal tractors.