Q3 2025 EPS Estimates for Applied Industrial Technologies, Inc. Cut by Analyst (NYSE:AIT)

Applied Industrial Technologies, Inc. (NYSE:AIT) – Analysts at Zacks Research reduced their Q3 2025 EPS estimates for shares of Applied Industrial Technologies in a research report issued to clients and investors on Thursday, September 19th. Zacks Research analyst S. Roy now forecasts that the industrial products company will post earnings of $2.53 per share for the quarter, down from their previous forecast of $2.69. The consensus estimate for Applied Industrial Technologies’ current full-year earnings is $9.86 per share. Zacks Research also issued estimates for Applied Industrial Technologies’ Q4 2025 earnings at $2.69 EPS, FY2025 earnings at $9.73 EPS, Q1 2026 earnings at $2.43 EPS, Q2 2026 earnings at $2.51 EPS, Q3 2026 earnings at $2.74 EPS, Q4 2026 earnings at $2.84 EPS, FY2026 earnings at $10.51 EPS and FY2027 earnings at $11.37 EPS.

Applied Industrial Technologies (NYSE:AIT) last released its quarterly earnings results on Thursday, August 15th. The industrial products company reported $2.64 EPS for the quarter, beating the consensus estimate of $2.52 by $0.12. Applied Industrial Technologies had a net margin of 8.61% and a return on equity of 23.55%. The business had revenue of $1.16 billion for the quarter, compared to analyst estimates of $1.19 billion. During the same period in the prior year, the business earned $2.35 earnings per share. The company’s quarterly revenue was up .2% on a year-over-year basis.

A number of other research firms have also weighed in on AIT. KeyCorp boosted their price objective on shares of Applied Industrial Technologies from $210.00 to $215.00 and gave the company an “overweight” rating in a research report on Friday, August 16th. Raymond James initiated coverage on Applied Industrial Technologies in a research note on Wednesday, September 4th. They set an “outperform” rating and a $225.00 price target on the stock. Robert W. Baird lifted their price objective on Applied Industrial Technologies from $205.00 to $210.00 and gave the company an “outperform” rating in a research report on Thursday, August 29th. Loop Capital upped their target price on Applied Industrial Technologies from $215.00 to $230.00 and gave the company a “buy” rating in a research note on Friday, August 16th. Finally, Northcoast Research began coverage on Applied Industrial Technologies in a research note on Monday, July 1st. They issued a “neutral” rating on the stock. Two equities research analysts have rated the stock with a hold rating and five have given a buy rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $223.00.

Applied Industrial Technologies Price Performance

NYSE:AIT opened at $218.77 on Monday. Applied Industrial Technologies has a 12-month low of $149.59 and a 12-month high of $224.36. The firm has a market cap of $8.45 billion, a price-to-earnings ratio of 22.93, a price-to-earnings-growth ratio of 2.00 and a beta of 1.03. The company’s 50-day moving average is $204.17 and its two-hundred day moving average is $195.55. The company has a current ratio of 3.53, a quick ratio of 2.56 and a debt-to-equity ratio of 0.34.

Institutional Investors Weigh In On Applied Industrial Technologies

Several institutional investors and hedge funds have recently modified their holdings of AIT. EntryPoint Capital LLC acquired a new position in Applied Industrial Technologies during the 1st quarter worth approximately $25,000. Headlands Technologies LLC acquired a new position in shares of Applied Industrial Technologies during the second quarter worth $26,000. ICA Group Wealth Management LLC acquired a new position in shares of Applied Industrial Technologies during the fourth quarter worth $26,000. Opal Wealth Advisors LLC purchased a new position in shares of Applied Industrial Technologies in the second quarter valued at $32,000. Finally, Quarry LP acquired a new stake in Applied Industrial Technologies during the 2nd quarter valued at $39,000. Hedge funds and other institutional investors own 93.52% of the company’s stock.

Insider Buying and Selling at Applied Industrial Technologies

In other news, CEO Neil A. Schrimsher sold 3,703 shares of the firm’s stock in a transaction dated Monday, August 19th. The stock was sold at an average price of $202.24, for a total value of $748,894.72. Following the transaction, the chief executive officer now directly owns 205,708 shares in the company, valued at approximately $41,602,385.92. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. In other Applied Industrial Technologies news, CEO Neil A. Schrimsher sold 3,703 shares of the business’s stock in a transaction that occurred on Monday, August 19th. The shares were sold at an average price of $202.24, for a total transaction of $748,894.72. Following the completion of the sale, the chief executive officer now directly owns 205,708 shares in the company, valued at $41,602,385.92. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Kurt W. Loring sold 4,858 shares of the firm’s stock in a transaction on Friday, August 30th. The shares were sold at an average price of $203.10, for a total transaction of $986,659.80. Following the completion of the transaction, the vice president now directly owns 19,315 shares in the company, valued at approximately $3,922,876.50. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 11,927 shares of company stock valued at $2,439,116. Company insiders own 2.20% of the company’s stock.

Applied Industrial Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, August 30th. Investors of record on Thursday, August 15th were issued a $0.37 dividend. This represents a $1.48 dividend on an annualized basis and a yield of 0.68%. The ex-dividend date was Thursday, August 15th. Applied Industrial Technologies’s payout ratio is currently 15.51%.

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.