Loading
Applied Industrial Technologies Inc: what insiders have been doing
Every trade that managers of Applied Industrial Technologies Inc disclose to SEC (Form 4) is tracked on this page. The company sits in the Industry sector and is based in Cleveland, United States. It was founded in 1923. 18 insiders have disclosed 52 filings since 18 October 2025.
There is no open-market purchase to report; the filings show 8 sales worth €7.7M by 6 insiders. No amount is published for 1 filing, which the totals therefore leave out. Schrimsher Neil A filed the largest sale, €2.1M, on 6 February 2026.
With 52 filings in twelve months, the company is more active than the median of 19 filings across the 5,813 companies we follow on the same exchange. Our records for Applied Industrial Technologies Inc go back to 2016, with no purchases and 42 sales on the open market in total. In its latest annual report filed with the SEC (10-K, fiscal year ended 30 June 2026), the company reported revenue of 4.97 bn USD and net income of 414.5 m USD, with a dividend of 1.99 USD per share.
Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. Section 16 rules allow two business days to file each Form 4. Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification.
For comparison within the same sector, see the insider buying recorded at Tennant Co and Butler National Corp. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
262
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€60M
42 ops. · all time
Who traded when
BuySaleJason W. Vasquez3 sales
Neil A. Schrimsher3 sales
Warren E. Hoffner III3 sales
Peter C. Wallace2 sales
Andrews Madhuri A1 sale
David K. Wells1 sale
+2 other insiders
Analyst consensus: bullish or bearish?
Analysts rate Applied Industrial Technologies Inc Strong Buy (bullish), based on 6 analysts. Average price target: US$400.00.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 9,082 of 24,148 companies
57.7
score / 100
Value46
Quality70
FCF yld3.7%
Earn yld3.4%
EV/EBITDA20.0x
ROE22%
Gross mgn30%
Net mgn8.3%
Debt/EBITDA0.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended June 2026 · cache
US$335.00
Analyst consensus
6 analystsStrong buy
US$390.00Target US$400.00(+19%)US$420.00
Income statement
RevenueUS$5B
Gross profitUS$1.5B30% margin
EBITDAUS$627.6M13% margin
Net incomeUS$414.5M8.3% margin
Valuation
PER (trailing)30.6x
PER (forward)25.3x
P/Book6.8x
Beta0.85
Balance sheet & cash
Market capUS$12.3B
Total debtUS$262.3M
Free Cash FlowUS$460.5M
Debt / Equity26%
Profitability & ownership
ROE22.4%
ROA11.1%
% insiders0.8%
% institutions98.6%
Last declaration on 2 October 2026
Declarations262 total
4.21 shares@ US$323.980.0000% mcap0.0% of flowCommon StockSEC:0001295366-26-000018:0
1,904 shares@ US$340.44630.0052% mcap12.0% of flowCommon StockSEC:0001295366-26-000016:0
1,904 shares@ US$340.44640.0052% mcap12.0% of flowCommonSEC144:0001921094-26-000957
1,812 shares@ US$355.09890.0052% mcap26.4% of flowCommon StockSEC:0001716018-26-000006:0
7,700 shares@ US$53.870.0033% mcap4.9% of flowCommon StockSEC:0001881666-26-000008:0
2,774 shares@ US$354.350.0079% mcap11.5% of flowCommon StockSEC:0001881666-26-000008:1
1,812 shares@ US$355.09880.0052% mcap26.4% of flowCommonSEC144:0001921094-26-000907
3,089 shares0Common StockSEC:0001431804-26-000008:0
10,313 shares0Common StockSEC:0001431804-26-000008:1
458 shares0Common StockSEC:0001615457-26-000004:0
1,294 shares0Common StockSEC:0001615457-26-000004:1
394 shares0Common StockSEC:0001657120-26-000010:0
1,157 shares0Common StockSEC:0001657120-26-000010:1
651 shares0Common StockSEC:0001716018-26-000004:0
1,028 shares0Common StockSEC:0001881666-26-000006:1
375 shares0Common StockSEC:0001971363-26-000006:0
1,023 shares0Common StockSEC:0001971363-26-000006:1
234 shares0Common StockSEC:0002011100-26-000006:0
628 shares@ US$352.350.0018% mcap2.1% of flowCommon StockSEC:0001615457-26-000004:2
320 shares@ US$352.350.0009% mcap1.8% of flowCommon StockSEC:0001657120-26-000010:2
887 shares@ US$352.350.0025% mcap12.9% of flowCommon StockSEC:0001716018-26-000004:2
341 shares@ US$352.350.0010% mcap1.4% of flowCommon StockSEC:0001881666-26-000006:2
450 shares@ US$352.350.0013% mcap51.8% of flowCommon StockSEC:0001971363-26-000006:2
215 shares0Common StockSEC:0001422014-26-000002:0
1,870 shares0Common StockSEC:0001716018-26-000004:1
25 of 262 declarations
About Applied Industrial Technologies Inc
Applied Industrial Technologies Inc. (NYSE: AIT) is a US-listed industrial distribution and technical-solutions company headquartered in Cleveland, Ohio, United States. Founded in 1923 by Joseph M. Bruening as The Ohio Ball Bearing Company, the business has evolved over more than a century from a bearings distributor into a broad-based provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. The company changed its name to Bearings, Inc. in 1953 and adopted the Applied Industrial Technologies name in 1997, reflecting a wider product scope and a more solutions-oriented operating model.
AIT’s core value proposition is built around mission-critical parts, systems, and services used in maintenance, repair and operations (MRO) as well as original equipment manufacturing (OEM). Rather than competing solely on catalog distribution, the company positions itself as a value-added partner that combines technical expertise, logistics, engineering support, and field service. Its principal product categories include bearings, power transmission products, fluid power components, flow control products, automation technologies, and maintenance-related industrial supplies. In addition, Applied provides engineering, design, system integration, repair, and customized shop services, which deepen customer relationships and support higher-value solutions.
Read moreShow less
The business is organized around two main segments: Service Center, which focuses on local distribution and fast-response MRO needs, and Engineered Solutions, which addresses more complex applications such as integrated systems, fluid power, and automation projects. This two-segment structure gives AIT exposure to both recurring maintenance demand and more project-driven industrial spending. The company serves a broad range of end markets and has a sizeable footprint across North America, supplemented by selective international operations.
From a competitive standpoint, Applied Industrial Technologies benefits from scale, a technically differentiated offering, and long-standing relationships with both customers and suppliers. Its market position is reinforced by its ability to bundle products with application engineering and aftermarket support, a combination that is harder for purely transactional distributors to replicate. Management also emphasizes the company’s century-long operating history, broad customer base, and role as a critical supplier within industrial value chains.
Recent company disclosures in 2025 and 2026 highlighted improving organic growth trends, targeted acquisitions, and stronger shareholder-return activity. The company completed the acquisition of Hydradyne in late 2024 and announced the acquisition of Thompson Industrial Supply in the second quarter of fiscal 2026, underscoring a continued consolidation strategy in technical industrial solutions. For investors, AIT stands out as a mature but still expanding US industrial platform with resilient maintenance exposure, disciplined capital allocation, and incremental growth from acquisitions and higher-value engineered offerings.
Recent ranked signals in the same sector
Purchases our model currently ranks for the recommendations list.
All recommendations
