APPLIED INDUSTRIAL TECHNOLOGIES, INC.
In the published model solve dated 2026-Q2, anchored at $325.57, APPLIED INDUSTRIAL TECHNOLOGIES, INC. (AIT) is priced for today's economics sustained for ~5.3 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Applied is a technical distributor rather than a catalog one: it sells motion, power, control and automation components into customers' production lines, and the 10-K puts its edge in ⟦"the comprehensive set of services and solutions we provide, which we view as critical given the technical nature and application of our core product offering"⟧. • It keeps less of each sales dollar than its best-known peers and still earns more than most of them, converting 10.9% of revenue into operating prof
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563 institutional managers reported holding AIT in 13F filings for the quarter ended 2026-03-31. Together they hold about 92% of the company; the top 10 hold 39%. 70 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 819k shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (3.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AIT has cut its share count 3.3% over the past five years, spending $477.10M on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 16 years straight; the current rate is $1.66 a share annually. Cash returned over the past three years: $173.31M in dividends and $462.60M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at AIT over the trailing three years. Absence is a fact about the company, not a signal. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AIT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-12 | +7.5% | +4.5% |
| 2023-10-28 | -1.0% | +14.6% |
| 2024-01-27 | +0.9% | +11.6% |
| 2024-04-27 | -2.8% | +7.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AIT's latest 8-K filings: 2026-08-14 (items 5.02, 9.01); 2026-08-13 (items 2.02, 9.01); 2026-06-25 (items 5.02, 9.01); 2026-04-28 (items 2.02, 7.01, 9.01); 2026-01-27 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.