Applied Industrial Technologies filings document operating results, capital structure, financing arrangements, and governance for an NYSE-listed industrial distributor. Recent Form 8-K reports furnish quarterly earnings releases and Regulation FD disclosures tied to sales, earnings, cash flow, guidance, dividends, and share repurchase authorization.
Other filings describe material credit arrangements, including a senior unsecured revolving credit facility and amendments to an accounts receivable securitization facility involving AIT Receivables LLC. Proxy and annual meeting materials cover director elections, executive compensation votes, auditor ratification, board governance, and shareholder voting outcomes.
Applied Industrial Technologies executive Warren E. Hoffner III, VP and General Manager–Fluid Power, reported open-market sales of a total of 8,000 shares of Common Stock on May 5, 2026, at prices of $305.72 and $306.35 per share. Following these sales, he holds 40,751 shares directly and 454.63 shares indirectly through a Retirement Savings Plan.
AIT — Rule 144 sale notice. The filing reports sales by Warren E. Hoffner III of Common Stock under Rule 144: 4,000 shares sold on 02/05/2026 for $1,152,394.16 and 4,000 shares sold on 02/06/2026 for $1,169,393.99. The notice also lists multiple prior compensation issuances to Bud Hoffner on various dates totaling several thousand shares.
Applied Industrial Technologies Inc Schedule 13G filed by Vanguard Capital Management reports beneficial ownership of 1,956,481 shares, representing 5.24% of common stock as of 03/31/2026. The filing shows sole voting power for 286,686 shares and sole dispositive power for 1,956,481 shares. The filing is signed by Ashley Grim on 04/29/2026 and includes affiliates through which Vanguard exercises dispositive power.
APPLIED INDUSTRIAL TECHNOLOGIES INC vice president, general counsel and secretary Jon S. Ploetz reported a routine tax-related share disposition. On the vesting of restricted stock units, 146 shares of common stock were withheld by the company at $293.35 per share to cover tax obligations. After this withholding, Ploetz directly held 3,296 common shares. This Form 4 reflects tax-withholding mechanics on equity compensation rather than an open-market sale or purchase.
Applied Industrial Technologies Inc ownership reported by Vanguard Portfolio Management: 2,126,930 shares, representing 5.7% of common stock. The filing states Vanguard has sole dispositive power over 2,126,930 shares and sole voting power for 4,492 shares. The filing is signed by Vanguard's Head of Global Fund Administration.
Applied Industrial Technologies, Inc. (AIT) delivered solid growth in its fiscal third quarter ended March 31, 2026. Net sales rose to $1.25 billion, up 7.3% from a year earlier, driven by higher volumes in both the Service Center and Engineered Solutions segments plus modest pricing gains.
Operating income increased to $137.9 million with an 11.0% margin, similar to last year’s 11.1%. Net income was essentially flat at $99.8 million, while diluted EPS improved to $2.65, reflecting share repurchases. For the first nine months, sales grew 8.2% to $3.61 billion and net income rose 3.8% to $295.9 million, supported by contributions from the Hydradyne acquisition and steady demand across U.S. industrial markets.
Applied Industrial Technologies reported fiscal 2026 third-quarter net sales of $1.25 billion, up 7.3% year over year, with 6.0% organic growth. Net income was $99.8 million and diluted EPS was $2.65, up 3.1% from $2.57. EBITDA reached $153.9 million.
Management raised full-year fiscal 2026 guidance to EPS of $10.64 to $10.75 and total sales growth of 7.2% to 7.7%, with organic growth of 3.8% to 4.2%. The Board authorized a new share repurchase program for up to 3.0 million shares and declared a quarterly dividend of $0.51 per share, payable May 29, 2026, to shareholders of record on May 15, 2026.
APPLIED INDUSTRIAL TECHNOLOGIES INC director Peter C. Wallace reported an acquisition of common stock through compensation. On this Form 4, he received 5.865 shares of common stock at $282.58 per share as a grant or award, held indirectly through a Deferred Compensation Plan. Following this transaction, his indirect holdings in this plan total 3,253.03 shares, and he also reports 24,179 shares held directly.
Applied Industrial Technologies Inc disclosure: The Vanguard Group filed Amendment No. 18 to its Schedule 13G/A reporting 0 shares of Common Stock and 0% beneficial ownership. The filing explains an internal realignment on January 12, 2026 under SEC Release No. 34-39538, after which certain Vanguard subsidiaries will report ownership separately.
The form is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
APPLIED INDUSTRIAL TECHNOLOGIES INC director Peter C. Wallace reported an open-market sale of 5,000 shares of Common Stock. The shares were sold on February 26, 2026 at a weighted average price of $285.03 per share, with individual trade prices ranging from $285.00 to $285.645.
After this transaction, Wallace directly holds 24,179 shares of APPLIED INDUSTRIAL TECHNOLOGIES INC common stock. He also has an additional 3,247.165 shares reported as indirectly held through a Deferred Compensation Plan, reflecting equity accumulated in that plan rather than a new market trade.