Research Analysts Set Expectations for AIT Q4 Earnings

Applied Industrial Technologies, Inc. (NYSE:AIT) – Zacks Research lifted their Q4 2026 earnings per share estimates for shares of Applied Industrial Technologies in a report released on Thursday, August 6th. Zacks Research analyst Team now forecasts that the industrial products company will earn $2.90 per share for the quarter, up from their previous estimate of $2.89. The consensus estimate for Applied Industrial Technologies’ current full-year earnings is $10.71 per share. Zacks Research also issued estimates for Applied Industrial Technologies’ Q3 2027 earnings at $2.90 EPS, Q4 2027 earnings at $3.26 EPS, FY2027 earnings at $11.69 EPS, Q2 2028 earnings at $2.89 EPS, Q3 2028 earnings at $3.21 EPS, Q4 2028 earnings at $3.54 EPS and FY2028 earnings at $12.76 EPS.

Several other research firms have also weighed in on AIT. Robert W. Baird set a $317.00 target price on Applied Industrial Technologies in a report on Wednesday, April 29th. DA Davidson assumed coverage on shares of Applied Industrial Technologies in a research report on Tuesday, June 16th. They issued a “buy” rating and a $380.00 price target on the stock. Oppenheimer boosted their price objective on shares of Applied Industrial Technologies from $300.00 to $350.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Wall Street Zen downgraded shares of Applied Industrial Technologies from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Applied Industrial Technologies in a research note on Tuesday, July 21st. Seven investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $336.71.

Applied Industrial Technologies Stock Performance

Shares of NYSE AIT opened at $358.50 on Friday. The business’s 50-day simple moving average is $331.27 and its 200-day simple moving average is $300.25. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.97 and a current ratio of 2.95. Applied Industrial Technologies has a 52 week low of $238.34 and a 52 week high of $362.93. The firm has a market cap of $13.25 billion, a price-to-earnings ratio of 33.85, a P/E/G ratio of 3.09 and a beta of 0.84.

Applied Industrial Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Investors of record on Friday, August 14th will be paid a dividend of $0.51 per share. The ex-dividend date is Friday, August 14th. This represents a $2.04 annualized dividend and a yield of 0.6%. Applied Industrial Technologies’s dividend payout ratio is presently 19.26%.

Insiders Place Their Bets

In other Applied Industrial Technologies news, Director Madhuri A. Andrews sold 3,845 shares of the firm’s stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $329.89, for a total value of $1,268,427.05. Following the sale, the director owned 4,951 shares of the company’s stock, valued at $1,633,285.39. This trade represents a 43.71% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. 1.60% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of AIT. Goldman Sachs Group Inc. grew its stake in shares of Applied Industrial Technologies by 4.1% in the first quarter. Goldman Sachs Group Inc. now owns 381,187 shares of the industrial products company’s stock worth $85,897,000 after acquiring an additional 14,926 shares during the last quarter. Empowered Funds LLC bought a new position in Applied Industrial Technologies during the first quarter worth $318,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in Applied Industrial Technologies by 12.4% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 98,348 shares of the industrial products company’s stock valued at $22,162,000 after purchasing an additional 10,863 shares during the last quarter. Focus Partners Wealth raised its stake in Applied Industrial Technologies by 4.5% during the 1st quarter. Focus Partners Wealth now owns 1,341 shares of the industrial products company’s stock valued at $302,000 after purchasing an additional 58 shares during the last quarter. Finally, M&T Bank Corp bought a new stake in Applied Industrial Technologies in the 2nd quarter valued at $217,000. 93.52% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Applied Industrial Technologies

Here are the key news stories impacting Applied Industrial Technologies this week:

• Positive Sentiment: Zacks Research raised multiple EPS forecasts. The firm increased estimates for Q4 2026, Q3 2027, Q4 2027, FY2027, Q2–Q4 2028 and FY2028. Its FY2027 forecast rose to $11.69 per share from $11.65, while FY2028 increased to $12.76 from $12.73. The revisions indicate slightly stronger expected earnings, although the changes were small and primarily affect future periods.
• Positive Sentiment: Manufacturing conditions provide a favorable backdrop. A separate market report highlighted AIT among stocks positioned to benefit from manufacturing activity reaching a four-year high, with the sector recording seven consecutive months of growth. Stronger industrial production could support demand for AIT’s maintenance, repair and operating supplies. 5 Stocks to Grab as Manufacturing Activity Hits Four-Year High
• Neutral Sentiment: Investors are awaiting the next earnings report. Applied Industrial Technologies is expected to announce results on Thursday, making near-term trading sensitive to revenue trends, margins and management’s outlook. The current full-year analyst consensus is $10.71 in EPS. Applied Industrial Technologies Expected to Announce Earnings on Thursday

About Applied Industrial Technologies

Applied Industrial Technologies, listed on the New York Stock Exchange under the symbol AIT, is a leading distributor of industrial products and services. The company offers a comprehensive range of bearings, power transmission components, fluid power products, industrial rubber products, and automation solutions. Through its network of distribution centers and branch locations, Applied Industrial Technologies serves diverse end markets including manufacturing, oil and gas, mining, food and beverage, and wastewater treatment.

Founded in 1923 and headquartered in Cleveland, Ohio, Applied Industrial Technologies has grown through a combination of organic expansion and strategic acquisitions.