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APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT)

AI-Powered SEC Filing Analysis

Insider Trading Filed: 2026-04-28

Key Insights

  • VP-General Counsel & Secretary Jon S. Ploetz disposed of 146 shares on 04/24/2026 at $293.35 per share through a tax withholding event on vesting restricted stock units, indicating equity compensation execution rather than discretionary selling.
  • Post-transaction beneficial ownership stands at 3,296 shares, representing a modest stake that suggests limited personal financial exposure relative to his executive compensation structure.
  • The transaction was executed via Rule 10b5-1 plan mechanics (tax withholding on RSU vesting), a routine administrative action that carries no signal regarding insider confidence or company outlook.
Sentiment: Neutral Significance: 2/10
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Quarterly Report Filed: 2026-04-28

Key Insights

  • The filing is dated April 28, 2026, for the quarter ending March 31, 2026 (Q3 FY2026), indicating Applied Industrial Technologies is reporting its third quarter results on a fiscal year ending June 30.
  • The XBRL data structure shows extensive equity compensation tracking across multiple periods (2024-2026) with stock options, performance shares, and restricted stock units, suggesting significant employee incentive programs in place.
  • The filing contains multiple balance sheet dates (June 30, 2024 through March 31, 2026) indicating comprehensive comparative financial data, though the actual financial metrics, revenue figures, and performance results are not visible in the provided metadata tags.
Sentiment: Neutral Significance: 3/10
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Current Report Filed: 2026-04-28

Key Insights

  • Applied Industrial Technologies reported Q3 FY2026 earnings on April 28, 2026, indicating the company is maintaining regular earnings disclosure practices and operational transparency with investors.
  • The Board authorized a 3.0 million share repurchase program with no expiration date, suggesting management confidence in the company's valuation and cash generation capabilities to return capital to shareholders.
  • The share buyback authorization signals potential shareholder-friendly capital allocation, though the actual impact depends on execution price and timing relative to market conditions and competing capital needs.
Sentiment: Positive Significance: 5/10
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Insider Trading Filed: 2026-04-01

Key Insights

  • Peter C. Wallace, a director of Applied Industrial Technologies Inc. (AIT), acquired 5.865 shares of the company's common stock on March 31, 2026 at a price of $282.58 per share.
  • The transaction increased Wallace's total beneficial ownership to 3,253.03 shares, in addition to 24,179 shares held indirectly through the company's deferred compensation plan.
  • Insider purchases can signal the director's confidence in the company's future prospects and may be viewed positively by investors.
Sentiment: Positive Significance: 5/10
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Insider Trading Filed: 2026-02-10

Key Insights

  • Insider Warren E. Hoffner III, VP and General Manager of Fluid Power, sold 4,000 shares of Applied Industrial Technologies stock at an average price of $292.64 per share.
  • Hoffner still maintains a direct ownership stake of 48,751 shares, in addition to an indirect ownership of 453.798 shares through the company's retirement savings plan.
  • The sale represents approximately 7.6% of Hoffner's total direct and indirect beneficial ownership in the company.
Sentiment: Neutral Significance: 5/10
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Insider Trading Filed: 2026-02-06

Key Insights

  • The reporting person, Warren E. Hoffner III, a VP and General Manager-Fluid Power at Applied Industrial Technologies Inc, has sold 4,000 shares of the company's common stock at an average price of $288.62 per share.
  • Hoffner continues to beneficially own a significant stake in the company, with 52,751 shares held directly and an additional 453.798 shares held indirectly through the company's retirement savings plan.
  • The sale represents a small portion of Hoffner's overall holdings, potentially indicating routine portfolio management rather than a significant change in his investment thesis for the company.
Sentiment: Neutral Significance: 3/10
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Insider Trading Filed: 2026-02-06

Key Insights

  • The reporting person, Neil A. Schrimsher, who is the President and CEO of Applied Industrial Technologies, Inc. (AIT), has sold a total of 19,207 shares of the company's common stock on February 4, 2026 at prices ranging from $284.00 to $288.49.
  • The reporting person still holds a substantial number of shares, with 130,528 shares held directly and an additional 438,408 shares held indirectly through the company's retirement savings plan.
  • The timing and volume of the reported sales suggest that the CEO may be rebalancing his portfolio or taking some profits, but he still maintains a significant ownership stake in the company.
Sentiment: Neutral Significance: 4/10
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Insider Trading Filed: 2026-02-06

Key Insights

  • Insider Jason W. Vasquez, VP-Sales & Marketing-USSC, has sold 5,447 shares of Applied Industrial Technologies (AIT) common stock on February 5, 2026 at $287.87 per share.
  • Vasquez's remaining direct holdings in AIT are 14,491 shares, in addition to 876.951 shares held indirectly through the company's retirement savings plan.
  • This insider sale could signal the executive's confidence in the company's near-term performance or a desire to diversify their portfolio.
Sentiment: Neutral Significance: 5/10
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Quarterly Report Filed: 2026-01-27

Key Insights

  • Revenue growth in the Engineered Solutions segment has been strong, up 15% year-over-year in the latest quarter, indicating increasing demand for the company's engineered products.
  • The Service Center-Based Distribution segment showed a modest 3% revenue decline, raising concerns about potential softness in the company's core distribution business.
  • Gross margins have remained stable at around 28%, suggesting the company has been able to maintain pricing power despite any macroeconomic headwinds.
Sentiment: Neutral Significance: 6/10
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Current Report Filed: 2026-01-27

Key Insights

  • Applied Industrial Technologies, Inc. reported its fiscal year 2026 second quarter earnings, with the press release attached as an exhibit.
  • The filing does not indicate any material agreements, leadership changes, or other significant events that would impact the company's operations or financial performance.
  • Investors should review the press release for details on the company's revenue, margins, and any updates to financial guidance or outlook.
Sentiment: Neutral Significance: 4/10
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Insider Trading Filed: 2026-01-21

Key Insights

  • The reporting person, Peter C. Wallace, acquired 688 shares of restricted stock that will vest in one year, indicating potential confidence in the company's long-term performance.
  • Wallace holds a direct ownership of 29,179 shares of common stock in the company, as well as an indirect ownership of 3,247.165 shares through the Deferred Compensation Plan.
  • This transaction is a routine insider purchase, suggesting Wallace's continued commitment to the company and alignment with shareholders' interests.
Sentiment: Positive Significance: 4/10
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Insider Trading Filed: 2026-01-21

Key Insights

  • Joe Raver, a director of Applied Industrial Technologies Inc (AIT), acquired 572 shares of the company's common stock through a restricted stock grant, increasing his direct beneficial ownership to 13,671 shares.
  • The restricted stock grant is part of the company's 2023 Long-Term Performance Plan, indicating the company's commitment to incentivizing and retaining key executives and directors.
  • Insider transactions, such as this acquisition by a director, can provide insights into management's confidence in the company's prospects and the alignment of their interests with those of shareholders.
Sentiment: Positive Significance: 6/10
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Insider Trading Filed: 2026-01-21

Key Insights

  • Robert J. Pagano, Jr., a director at Applied Industrial Technologies Inc. (AIT), has acquired 572 shares of the company's common stock, increasing his direct beneficial ownership to 12,156 shares.
  • The shares were acquired as restricted stock grants under the company's 2023 Long-Term Performance Plan, which vest one year from the date of the grant.
  • Insider buying can be a positive signal, as it suggests the director has confidence in the company's future performance.
Sentiment: Positive Significance: 5/10
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Insider Trading Filed: 2026-01-21

Key Insights

  • Richard J. Simoncic, a director of Applied Industrial Technologies, has acquired 572 shares of the company's common stock, increasing his direct beneficial ownership to 1,490 shares.
  • The share acquisition was granted as restricted stock that vests one year from the date of grant, aligning Simoncic's interests with long-term shareholder value creation.
  • Insider buying, especially by a director, can be a positive signal about the company's prospects and management's confidence in the business.
Sentiment: Positive Significance: 5/10
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Insider Trading Filed: 2026-01-21

Key Insights

  • Shelly Marie Chadwick, a director of Applied Industrial Technologies Inc (AIT), acquired 572 shares of common stock on January 20, 2026, indicating their confidence in the company's outlook.
  • The shares were granted as part of the company's 2023 Long-Term Performance Plan, aligning Chadwick's interests with those of shareholders.
  • This insider purchase, representing a direct ownership stake, suggests Chadwick believes the stock is undervalued and has potential for future growth.
Sentiment: Positive Significance: 6/10
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Insider Trading Filed: 2026-01-21

Key Insights

  • The reporting person, Mary Dean Hall, acquired 572 shares of the company's common stock on January 20, 2026 through a restricted stock grant. This indicates that the director is increasing her ownership stake in the company.
  • The restricted stock grant vests one year from the date of the grant, suggesting that the director is expected to hold the shares for at least that duration.
  • The director's total direct ownership of the company's common stock has increased to 4,596 shares following this transaction.
Sentiment: Positive Significance: 5/10
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Insider Trading Filed: 2026-01-21

Key Insights

  • Madhuri A. Andrews, a director of Applied Industrial Technologies Inc (AIT), acquired 572 shares of AIT stock on January 20, 2026 at no cost through a restricted stock grant.
  • This insider buying activity suggests that a director has confidence in the company's future prospects and is aligning their personal investment with the interests of shareholders.
  • The timing of this transaction, shortly after the start of the new fiscal year, could indicate optimism about the company's upcoming performance and growth plans.
Sentiment: Positive Significance: 6/10
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Insider Trading Filed: 2026-01-21

Key Insights

  • Insider Vincent K. Petrella, a director at Applied Industrial Technologies, acquired 572 shares of the company's common stock on January 20, 2026 at no cost, indicating his continued confidence in the company's prospects.
  • The insider's ownership position increased to 21,694.16 shares following the transaction, demonstrating his alignment with shareholders.
  • This equity grant under the 2023 Long-Term Performance Plan suggests the company's focus on incentivizing and retaining key leadership to drive long-term value creation.
Sentiment: Positive Significance: 5/10
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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.