AIT Applied Industrial Technologies

Boston Trust Walden Corp reduced its stake in Applied Industrial Technologies ($AIT) by 0.8% in Q3 2025, selling 4,143 shares and retaining 503,977 shares valued at $131.56 million. Despite this minor reduction, AIT remains Boston Trust Walden's 17th largest holding, and the company has shown strong performance, beating quarterly revenue and EPS estimates while providing positive FY2026 guidance. Institutional ownership remains high at 93.52%, with analysts maintaining a "Moderate Buy" rating and a consensus price target of $287.50.

This article analyzes the volatility of Applied Industrial Technologies Inc. (NYSE: AIT) using AI models, outlining a mid-channel oscillation pattern and a strong risk-reward setup. It details three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles and holding periods, along with multi-timeframe signal analysis. The report highlights neutral sentiment for mid and long-term outlooks despite a strong near-term sentiment.

Harbor Capital Advisors Inc. significantly reduced its stake in Applied Industrial Technologies (NYSE:AIT) by 71.6% in the third quarter, now owning 4,342 shares valued at approximately $1.13 million. Despite this reduction, AIT outperformed Q3 estimates with $2.63 EPS and $1.20 billion in revenue, also setting a positive FY2026 guidance. The company maintains an average analyst rating of "Moderate Buy" with a $287.50 price target.

This article evaluates Applied Industrial Technologies (AIT), concluding it's a risky investment despite trading at a fair P/E. The authors highlight concerns about stagnating organic revenue, below-average projected revenue growth, and unimpressive EPS growth over the last two years. While AIT has become more profitable per share, the piece suggests investors look into their digital advertising picks or high-quality momentum stocks instead.

Voya Investment Management LLC has increased its stake in Applied Industrial Technologies (NYSE:AIT) by 4.7%, now holding 148,629 shares valued at $38.8 million. The company reported strong quarterly earnings, beating estimates, and analysts maintain a "Moderate Buy" rating with an average price target of $287.50. Applied Industrial Technologies also declared a quarterly dividend of $0.46 per share, representing an annualized yield of 0.7%.

Applied Industrial Technologies (AIT) has fortified its growth strategy through recent acquisitions of IRIS Factory Automation and Hydradyne, alongside increasing shareholder returns via higher dividends and a share repurchase program. The company's shares reflect strong momentum with a significant year-to-date return, trading below analyst targets but having already experienced a long rally. While analysts project revenue and profit margin growth, the article questions if the market has fully priced in future expansion or if AIT is undervalued.