Market Cap
$12.3B
AIT
APPLIED INDUSTRIAL TECHNOLOGIES INC
$345.04 ▲ +1.66%
Prev close $339.39Market cap$12.3B
ConsensusBuy
12-mo target$400.00 (+15.9%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)31 New Institutional Positions19 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on AIT right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (77%)
Inst. Holders
50 funds
Inst. Value
$8.9B
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $12.8M sell
Insider Net $
-$12.8M
SEC Reports
3
Congressional
3 trades
Price chart 30d +8.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
Wallace Peter C was granted 4.21 shares
Director @ $323.98 ($1.4K)
Sep 7, 2026 dark_pool
Dark Pool: AIT — 0.3M shares, 20,176 trades
Week starting 2026-09-07. Total ATS volume: 346,200 shares across 20,176 trades.
Aug 26, 2026 Insider
Wallace Peter C sold 1,904 shares
Director @ $340.45 ($648.2K)
Aug 18, 2026 Insider
Aug 15, 2026 SEC Vasquez Jason W surrendered for taxes 2,774 shares
VP-Sales & Marketing-USSC @ $354.35 ($983.0K)
A mixed institutional cluster in AIT shows 12 buyers accumulating $552.5M (net +$364.8M) vs 6 sellers trimming $23.9M, f
INST-CLUSTER — Impact 6/10
Applied Industrial Technologies reported a strong fiscal Q4 2026 beat, with EPS of $3.17 (+8.7% vs consensus of $2.92) a
8-K — Impact 7/10
Jun 30, 2026 Inst.
FULLER & THALER ASSET — ADD
893,709 shares ($302.2M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
579,746 shares ($196.0M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
77% rate it Buy or better · 13 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 14, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Aug 14, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 14, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 14, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Aug 14, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Aug 14, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 21, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 13, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jun 16, 2026 | DA Davidson | INITIATE | Buy | 53% |
| Apr 29, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 3 | 0 | 0 | 77% | |
| Aug 1, 2026 | 4 | 6 | 3 | 0 | 0 | 77% | |
| Jul 1, 2026 | 4 | 6 | 3 | 0 | 0 | 77% | |
| Jun 1, 2026 | 4 | 5 | 3 | 0 | 0 | 75% | |
| May 1, 2026 | 4 | 5 | 3 | 0 | 0 | 75% | |
| Apr 1, 2026 | 4 | 5 | 3 | 0 | 0 | 75% | |
| Mar 1, 2026 | 4 | 6 | 3 | 0 | 0 | 77% | |
| Feb 1, 2026 | 4 | 6 | 3 | 0 | 0 | 77% |
Price targets
Where 6 covering analysts think AIT trades over the next 12 months.
$400.00 +15.9% upside Buy
Current$345.04 Low$390.00 Median$400.00 High$420.00 6 analysts
$390.00$420.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 5.0/10.
BULLISHINST-CLUSTER6/10
A mixed institutional cluster in AIT shows 12 buyers accumulating $552.5M (net +$364.8M) vs 6 seller
Aug 15, 2026
BULLISH8-K7/10
Applied Industrial Technologies reported a strong fiscal Q4 2026 beat, with EPS of $3.17 (+8.7% vs c
Aug 13, 2026
NEUTRAL8-K2/10
Applied Industrial Technologies announced the resignation of director Mary Dean Hall, effective at t
Jun 26, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: AIT — 0.3M shares, 20,176 trades
Week starting 2026-09-07. Total ATS volume: 346,200 shares across 20,176 trades.
Aug 31, 2026
dark_pool
Dark Pool: AIT — 0.4M shares, 24,063 trades
Week starting 2026-08-31. Total ATS volume: 447,648 shares across 24,063 trades.
Aug 24, 2026
dark_pool
Dark Pool: AIT — 0.3M shares, 24,039 trades
Week starting 2026-08-24. Total ATS volume: 329,109 shares across 24,039 trades.
Aug 17, 2026
dark_pool
Dark Pool: AIT — 0.4M shares, 26,199 trades
Week starting 2026-08-17. Total ATS volume: 377,097 shares across 26,199 trades.
Aug 13, 2026
earnings_calendar
AIT Q4 2026 Earnings Before Market Open — 2026-08-13
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.88 | $2.85–$2.95 | 9.6% | +1.5% | 3↑ 0↓ | $1.3B | 8 |
| Next Q | $2.79 | $2.74–$2.84 | 11.2% | +1.2% | 3↑ 1↓ | $1.3B | 8 |
| Current FY | $12.03 | $11.83–$12.15 | 9.9% | +1.8% | 7↑ 0↓ | $5.3B | 8 |
| Next FY | $13.23 | $13.10–$13.38 | 9.9% | +3.6% | 4↑ 0↓ | $5.6B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.884 | — |
| 7d ago | $2.884 | — |
| 30d ago | $2.840 | +0.044 |
| 60d ago | $2.840 | +0.044 |
| 90d ago | $2.828 | +0.056 |
Institutional ownership
Which big funds own AIT (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $8.9B total value (26,291,519 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,953,290 | $1.3B | 15.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,111,426 | $714.0M | 8.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,666,903 | $563.7M | 6.4% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,343,397 | $451.6M | 5.1% | — |
| STATE STREET CORP | 1,225,877 | $414.5M | 4.7% | — |
| FIRST TRUST ADVISORS LP | 1,007,223 | $340.6M | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 939,318 | $317.7M | 3.6% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 893,709 | $302.2M | 3.4% | ADD +58.8% |
| DIMENSIONAL FUND ADVISORS LP | 720,985 | $243.8M | 2.7% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 631,562 | $213.6M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | ADD | 562,675 | 893,709 | +58.8% | $302.2M |
| NORGES BANK | NEW | — | 579,746 | — | $196.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 299,596 | 491,374 | +64.0% | $168.3M |
| GOLDMAN SACHS GROUP INC | ADD | 285,580 | 363,562 | +27.3% | $122.9M |
| UBS Group AG | TRIM | 512,520 | 278,290 | -45.7% | $94.1M |
| Zurich Insurance Group Ltd/FI | NEW | — | 233,609 | — | $79.0M |
| Artisan Partners Limited Partnership | ADD | 176,162 | 223,025 | +26.6% | $75.4M |
| Qube Research & Technologies Ltd | TRIM | 276,724 | 187,858 | -32.1% | $63.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | TRIM | 212,192 | 155,895 | -26.5% | $52.7M |
| Fiera Capital Corp | TRIM | 247,606 | 141,542 | -42.8% | $47.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 50 transactions. Net -$12.8M — $0.00 bought, $12.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Wallace Peter C | Director | AWARD | 4.21 | $323.98 | $1.4K |
| Aug 26, 2026 | Wallace Peter C | Director | SELL | 1,904 | $340.45 | $648.2K |
| Aug 18, 2026 | Vasquez Jason W | VP-Sales & Marketing-USSC | TAX W/H | 2,774 | $354.35 | $983.0K |
| Aug 18, 2026 | Wells David K. | Vice President-CFO & Treasurer | SELL | 1,812 | $355.10 | $643.4K |
| Aug 18, 2026 | Vasquez Jason W | VP-Sales & Marketing-USSC | EXERCISE | 7,700 | $53.87 | $414.8K |
| Aug 11, 2026 | Vasquez Jason W | VP-Sales & Marketing-USSC | AWARD | 1,028 | — | — |
| Aug 11, 2026 | Wagner Richard M | Chief Accounting Officer | AWARD | 1,378 | — | — |
| Aug 11, 2026 | Schrimsher Neil A | President and CEO | AWARD | 10,313 | — | — |
| Aug 11, 2026 | Loring Kurt W. | VP-Chief HR Officer | TAX W/H | 628 | $352.35 | $221.3K |
| Aug 11, 2026 | Vasquez Jason W | VP-Sales & Marketing-USSC | AWARD | 375 | — | — |
Congressional trades
AIT trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 3 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Markwayne Mullin | R | SENATE | SELL | $1,001 - $15,000 | Applied Industrial Technologies Inc | Mar 2, 2026(27d) |
| Dec 18, 2025 | Markwayne Mullin | R | SENATE | SELL | $15,001 - $50,000 | Applied Industrial Technologies Inc | Jan 14, 2026(27d) |
| Dec 18, 2025 | Markwayne Mullin | R | SENATE | SELL | $15,001 - $50,000 | Applied Industrial Technologies Inc | Jan 14, 2026(27d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AIT.
Shares short
896,045
Settlement Sep 15, 2026
Change vs prior
+21.4%
Semi-monthly cycle
Days to cover
3.5
At avg daily volume
Of shares outstanding
≈2.4%
Estimate — not % of float
All AIT filing & press-release reports (3)
- INST-CLUSTER reportAug 15, 2026
- 8-K reportAug 13, 2026
- 8-K reportJun 26, 2026