AIT
Applied Industrial TechnologiesNYSE
Industrials • Industrial Distribution
Factor tilt: Large-Cap Blend
$283.39+0.89%
Close Nov 6, 2026
- Market cap
- $10.54B
- 1 month
- -14.7%
- 3 months
- -20.8%
- 1 year
- +9.9%
- 52-week range
- $240.63$361.95
- Dividend, last 12 mo
- $1.99 · 0.70% yield
- Last ex-date
- Aug 14, 2026 · $0.51
- Dividend growth
- 15+ years in a row
- Next-quarter EPS estimate
- $2.79Quarter to Dec 31, 2026 · 8 analysts · revenue $1.25B · 0.0% in 30d
- Short interest
- 1.9% of float706.2K shares · settled Oct 15, 2026 · -14.3% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Sep 30, 2026
- Revenue
- $5.06B
- Net income
- $424.12M
- Free cash flow
- $420.25M
- Book value
- $1.88B
- Total debt
- $282.3M
- P/E
- 24.8×
- Price / sales
- 2.1×
- Price / book
- 5.6×
- FCF yield
- +4.0%
- Net margin
- +8.4%
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
About Applied Industrial Technologies
Applied Industrial Technologies, Inc. distributes industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies in the United States, Canada, Mexico, Australia, New Zealand, Singapore, and Costa Rica. It operates in two segments, Service Center and Engineered Solutions.
Read more
The Service Center segment distributes industrial bearings, power transmission, fluid power components and systems, specialty flow control, and advanced factory automation solutions, as well as general maintenance products; and motors, belting, drives, couplings, pumps, linear motion, hydraulic and pneumatic components, filtration supplies, hoses, and other related supplies. It also installs, modifies, and repairs conveyor belts and rubber linings, as well as hose assemblies. The Engineered Solutions segment is involved in distributing, engineering, designing, integrating, and repairing hydraulic and pneumatic fluid power technologies, engineered flow control products and services, and automation technologies; and provision of fluid power and industrial flow control products. Its fluid power products and solutions are used in off-highway mobile equipment, stationary industrial equipment and machines, marine and offshore equipment, factory automation, food processing equipment, packaging operations, and downstream energy process systems. This segment also offers pumps, valves, fittings, hoses, process instrumentation, actuators, and filtration supplies; and advanced automation technologies for the design, engineering, assembly, integration, and distribution of machine vision, collaborative robots, mobile robots, radio-frequency identification, industrial networking, motion control, and machine learning technologies for OEMs, machine builders, integrators, and other industrial and technology sectors. The company was formerly known as Bearings, Inc. and changed its name to Applied Industrial Technologies, Inc. in 1997. The company was founded in 1923 and is headquartered in Cleveland, Ohio.
- Website
- applied.com
- Headquarters
- Cleveland, OH, United States
- Employees
- 6,800
- Listed
- Sep 7, 1984
- Fiscal year ends
- June
Company profile from EODHD, stored Nov 1, 2026.
Quarterly results
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Sep 2026filed Oct 27, 2026 | $1.3B | +7.6% | 30.4% | $143.6M | $110.4M |
| Jun 2026filed Aug 13, 2026 | $1.4B | +10.4% | 31.6% | $142.7M | $118.6M |
| Mar 2026filed Apr 28, 2026 | $1.3B | +7.3% | 30.4% | $137.9M | $99.8M |
| Dec 2025filed Jan 27, 2026 | $1.2B | +8.4% | 28.9% | $139.8M | $95.3M |
| Sep 2025filed Oct 28, 2025 | $1.2B | +9.2% | 30.1% | $129.0M | $100.8M |
| Jun 2025filed Aug 15, 2025 | $1.2B | +5.5% | 30.6% | $135.1M | $107.8M |
| Mar 2025filed May 1, 2025 | $1.2B | +1.8% | 30.5% | $129.4M | $99.8M |
| Dec 2024filed Jan 29, 2025 | $1.1B | -0.4% | 30.6% | $120.9M | $93.3M |
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Jun 2026filed Aug 13, 2026 | $5.0B | +8.8% | 30.3% | $549.5M | $414.5M |
| Jun 2025filed Aug 15, 2025 | $4.6B | +1.9% | 30.3% | $498.5M | $393.0M |
| Jun 2024filed Aug 16, 2024 | $4.5B | +1.5% | 29.8% | $495.8M | $385.8M |
| Jun 2023filed Aug 11, 2023 | $4.4B | +15.8% | 29.2% | $473.2M | $346.7M |
| Jun 2022filed Aug 12, 2022 | $3.8B | +17.8% | 29.0% | $357.9M | $257.4M |
| Jun 2021filed Aug 17, 2021 | $3.2B | -0.3% | 28.9% | $205.5M | $144.8M |
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched AIT. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
706,218 shares short
-118,207 shares (-14.3%) vs Sep 30, 2026
1.9% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
824,425 shares short
-71,620 shares (-8%) vs Sep 15, 2026
2.3% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
896,045 shares short
+157,957 shares (+21.4%) vs Aug 31, 2026
Share of float unavailable. Published Sep 24, 2026.
Settlement Aug 31, 2026
738,088 shares short
+89,988 shares (+13.9%) vs Aug 14, 2026
Share of float unavailable. Published Sep 10, 2026.
Settlement Aug 14, 2026
648,100 shares short
-96,328 shares (-12.9%) vs Jul 31, 2026
Share of float unavailable. Published Aug 25, 2026.
Settlement Jul 31, 2026
744,428 shares short
-32,523 shares (-4.2%) vs Jul 15, 2026
Share of float unavailable. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind AIT’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
USD 0.51 per share
Ex-dividend date: Nov 13, 2026 (future recorded date)
Recorded pay date: Nov 30, 2026 (pending)
Cash dividend · Polygon event record
USD 0.51 per share
Ex-dividend date: Aug 14, 2026
Recorded pay date: Aug 31, 2026 (past date)
Cash dividend · Polygon event record
USD 0.51 per share
Ex-dividend date: May 15, 2026
Recorded pay date: May 29, 2026 (past date)
Cash dividend · Polygon event record
USD 0.51 per share
Ex-dividend date: Feb 13, 2026
Recorded pay date: Feb 27, 2026 (past date)
Cash dividend · Polygon event record
USD 0.46 per share
Ex-dividend date: Nov 14, 2025
Recorded pay date: Nov 28, 2025 (past date)
Cash dividend · Polygon event record
USD 0.46 per share
Ex-dividend date: Aug 15, 2025
Recorded pay date: Aug 29, 2025 (past date)
Cash dividend · Polygon event record
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
3 for 2 · forward split
Effective Jun 16, 2006
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
3 for 2 · forward split
Effective Dec 20, 2004
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
3 for 2 · forward split
Effective Sep 16, 1997
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
3 for 2 · forward split
Effective Dec 5, 1995
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
3 for 2 · forward split
Effective Jun 5, 1989
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
3 for 2 · forward split
Effective Jun 6, 1988
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
Sign in to see your position size
We’ll show you if AIT is in your portfolio and how much it contributes.
Sign inMarket context
Loading market dates
Smart money context
Holder IQ: MEDIUM
72 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Nov 5, 2026
Smart-money 13F trend: accumulating (light)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: neutral
Last trade: sell 72 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 0
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
625 filers reported a long position in AIT for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
41%
of the 35.4M shares 13-F filers reported
Moves vs Q1 2026
6 added4 trimmed
Net shares held
+6%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.3B · 4M shares | 4M | +3% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $714M · 2.1M shares | 2.1M | -0.5% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $563.7M · 1.7M shares | 1.7M | -0.2% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $451.6M · 1.3M shares | 1.3M | +46.1% |
| 5 | STATE STREET CORP | $414.5M · 1.2M shares | 1.2M | +1.5% |
| 6 | FIRST TRUST ADVISORS LP | $340.6M · 1M shares | 1M | +2.9% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $317.7M · 939.3K shares | 939.3K | +4.3% |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | $302.2M · 893.7K shares | 893.7K | +58.8% |
| 9 | DIMENSIONAL FUND ADVISORS LP | $243.8M · 721K shares | 721K | 0% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | $213.6M · 631.6K shares | 631.6K | -16.3% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of AIT file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Apr 29, 2026 | VANGUARD CAPITAL MANAGEMENT LLC13G · passive | 5.24% |
| Apr 28, 2026 | VANGUARD PORTFOLIO MANAGEMENT LLC13G · passive | 5.7% |
| Mar 26, 2026 | VANGUARD GROUP INC13G · passive · amended | 0%under 5% |
Get the Full Analysis for AIT
Unlock detailed insider transactions, institutional holder changes, factor exposures, and personalized alerts. Start free with your own portfolio.