Applied Industrial Technologies (AIT) Stock Forecast & Price Target

AIT price $304.98 +5.88 +1.97%

Ticker
AIT
Price
$304.98
Change
+5.88 +1.97%
Market cap ?
$11.20B
P/E ?
26.03
Forward P/E ?
25.34
Dividend yield ?
0.67%
Beta ?
0.85
Sector
Industrials
Industry
Industrial - Distribution
Stocklytics score
49
Value
34
Quality
61
Growth
51

Stocklytics score rationale: value 34, quality 61, growth 51.

Financials

2017201820192020202120222023202420252026
2593746000307327400034727390003245652000323591900038106760004412794000447940600045634240004966686000

Applied Industrial Technologies, Inc. (AIT) is a prominent distributor specializing in advanced solutions for industrial motion, power, control, and automation. Its operational footprint extends across North America, Australia, New Zealand, and Singapore. The company structures its operations into two main divisions: Service Center Based Distribution and Fluid Power & Flow Control. AIT's extensive product portfolio…

Fair value

AIT fair value $254.35. Price $304.98. Price is 20% above fair value.

Above fair value, and more expensive than usual. A larger premium than on 92% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 420.25M. Growth 7.47%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.98% (beta 0.9). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 36.73M. Net debt 356.31M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare AIT

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2027-01-26—2.81—1.25B
2026-10-272.972.891.29B1.29B
2026-08-133.172.921.35B1.29B
2026-04-282.652.631.25B1.23B
2026-01-272.512.481.16B1.17B
2025-10-282.632.481.20B1.19B
2025-08-142.802.631.22B1.18B
2025-05-012.572.401.17B1.18B
2025-01-292.392.221.07B1.15B
2024-10-242.362.251.10B1.08B
2024-08-152.642.511.16B1.19B
2024-04-252.482.401.15B1.19B
2024-01-252.322.111.08B1.06B
2023-10-262.372.091.10B1.10B
2023-08-102.352.171.16B1.12B
2023-04-272.472.151.13B1.11B
2023-01-262.051.671.06B996.47M
2022-10-271.971.631.06B988.51M
2022-08-112.021.661.06B977.43M
2022-04-281.751.52980.66M926.33M
2022-01-271.461.08876.87M926.32M
2021-10-271.431.26891.68M874.52M
2021-08-171.441.15895.89M874.52M
2021-04-291.371.03840.94M810.23M
2021-01-280.980.76751.29M507.63M
2020-10-280.890.64747.81M537.75M
2020-08-120.800.68725.08M616.31M
2020-04-301.021.00830.80M822.65M
2020-01-230.970.95833.38M816.19M
2019-10-301.020.99856.40M831.22M
2019-08-141.201.16882.74M853.32M
2019-04-261.161.17885.44M877.81M
2019-01-240.991.06840.04M899.43M
2018-10-311.241.12864.51M780.84M
2018-08-101.031.00897.72M871.55M
2018-04-260.930.82827.66M729.80M
2018-01-250.890.71667.19M599.64M
2017-10-250.860.76680.70M601.55M
2017-08-110.780.77681.47M681.50M
2017-04-270.750.63679.30M570.61M

Dividends

Yield 0.65%. Payout ratio 17.44%. Frequency Quarterly.

Safety score 91/100 · Safe. Payout ratio is 17% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 42 separate years. Yield is 0.7%, which is modest.

Ex-dateDividendRecordPaymentFrequency
2026-11-13$0.512026-11-132026-11-30Quarterly
2026-08-14$0.512026-08-142026-08-31Quarterly
2026-05-15$0.512026-05-152026-05-29Quarterly
2026-02-13$0.512026-02-132026-02-27Quarterly
2025-11-14$0.462025-11-142025-11-28Quarterly
2025-08-15$0.462025-08-152025-08-29Quarterly
2025-05-15$0.462025-05-152025-05-30Quarterly
2025-02-14$0.462025-02-142025-02-28Quarterly
2024-11-15$0.372024-11-152024-11-29Quarterly
2024-08-15$0.372024-08-152024-08-30Quarterly
2024-05-14$0.372024-05-152024-05-31Quarterly
2024-02-14$0.372024-02-152024-02-29Quarterly
2023-11-14$0.352023-11-152023-11-30Quarterly
2023-08-14$0.352023-08-152023-08-31Quarterly
2023-05-12$0.352023-05-152023-05-31Quarterly
2023-02-14$0.352023-02-152023-02-28Quarterly
2022-11-14$0.342022-11-152022-11-30Quarterly
2022-08-12$0.342022-08-152022-08-31Quarterly
2022-05-13$0.342022-05-162022-05-31Quarterly
2022-02-14$0.342022-02-152022-02-28Quarterly
2021-11-12$0.332021-11-152021-11-30Quarterly
2021-08-13$0.332021-08-162021-08-31Quarterly
2021-05-13$0.332021-05-142021-05-28Quarterly
2021-02-12$0.332021-02-162021-02-26Quarterly
2020-11-13$0.322020-11-162020-11-30Quarterly
2020-08-13$0.322020-08-142020-08-31Quarterly
2020-05-14$0.322020-05-152020-05-29Quarterly
2020-02-13$0.322020-02-142020-02-28Quarterly
2019-11-14$0.312019-11-152019-11-29Quarterly
2019-08-14$0.312019-08-152019-08-30Quarterly
2019-05-14$0.312019-05-152019-05-31Quarterly
2019-02-14$0.312019-02-152019-02-28Quarterly
2018-11-14$0.302018-11-152018-11-30Quarterly
2018-08-14$0.302018-08-152018-08-31Quarterly
2018-05-14$0.302018-05-152018-05-31Quarterly
2018-02-14$0.302018-02-152018-02-28Quarterly
2017-11-14$0.292017-11-152017-11-30Quarterly
2017-08-11$0.292017-08-152017-08-31Quarterly
2017-05-11$0.292017-05-152017-05-31Quarterly
2017-02-13$0.292017-02-152017-02-28Quarterly
2016-11-10$0.282016-11-152016-11-30Quarterly
2016-08-11$0.282016-08-152016-08-31Quarterly
2016-05-12$0.282016-05-162016-05-31Quarterly
2016-02-11$0.282016-02-162016-02-29Quarterly
2015-11-12$0.272015-11-162015-11-30Quarterly
2015-08-12$0.272015-08-142015-08-31Quarterly
2015-05-13$0.272015-05-152015-05-29Quarterly
2015-02-11$0.272015-02-132015-02-27Quarterly
2014-11-12$0.252014-11-142014-11-28Quarterly
2014-08-13$0.252014-08-152014-08-29Quarterly
2014-05-13$0.252014-05-152014-05-30Quarterly
2014-02-12$0.252014-02-142014-02-28Quarterly
2013-11-13$0.232013-11-152013-11-29Quarterly
2013-08-13$0.232013-08-152013-08-30Quarterly
2013-05-13$0.232013-05-152013-05-31Quarterly
2013-02-13$0.232013-02-152013-02-28Quarterly
2012-11-13$0.212012-11-152012-11-30Quarterly
2012-08-13$0.212012-08-152012-08-31Quarterly
2012-05-11$0.212012-05-152012-05-31Quarterly
2012-02-13$0.212012-02-152012-02-29Quarterly
2011-11-10$0.192011-11-152011-11-30Quarterly
2011-08-11$0.192011-08-152011-08-31Quarterly
2011-05-12$0.192011-05-162011-05-31Quarterly
2011-02-11$0.172011-02-152011-02-28Quarterly
2010-11-10$0.172010-11-152010-11-30Quarterly
2010-08-12$0.172010-08-162010-08-31Quarterly
2010-05-12$0.152010-05-142010-05-28Quarterly
2010-02-10$0.152010-02-122010-02-26Quarterly
2009-11-12$0.152009-11-162009-11-30Quarterly
2009-08-12$0.152009-08-142009-08-31Quarterly
2009-05-13$0.152009-05-152009-05-29Quarterly
2009-02-11$0.152009-02-132009-02-27Quarterly
2008-11-12$0.152008-11-142008-11-28Quarterly
2008-08-13$0.152008-08-152008-08-29Quarterly
2008-05-13$0.152008-05-152008-05-30Quarterly
2008-02-13$0.152008-02-152008-02-29Quarterly
2007-11-13$0.152007-11-152007-11-30Quarterly
2007-08-13$0.152007-08-152007-08-31Quarterly
2007-05-11$0.122007-05-152007-05-31Quarterly
2007-02-13$0.122007-02-152007-02-28Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-10-20Olosky MichaelBuy110——
2026-10-20Olosky MichaelOther0——
2026-09-30Wallace Peter CBuy4$323.981.36K
2026-08-26Wallace Peter CSell1.90K$340.45648.21K
2026-08-18Wells David K.Sell1.81K$355.10643.44K
2026-08-18Vasquez Jason WBuy7.70K$53.87414.80K
2026-08-18Vasquez Jason WSell2.77K$354.35982.97K
2026-08-18Vasquez Jason WSell7.70K$53.87414.80K
2026-08-11TOMCZIK PAMELA JBuy234——
2026-08-11TOMCZIK PAMELA JOther0——
2026-08-11Wagner Richard MBuy1.38K$352.35485.54K
2026-08-11Wagner Richard MBuy215——
2026-08-11Hoffner Warren E IIIBuy1.16K——
2026-08-11Hoffner Warren E IIISell320$352.35112.75K
2026-08-11Hoffner Warren E IIIBuy394——
2026-08-11Hoffner Warren E IIIBuy1.30K$352.35459.82K
2026-08-11Loring Kurt W.Buy1.29K——
2026-08-11Loring Kurt W.Sell628$352.35221.28K
2026-08-11Loring Kurt W.Buy458——
2026-08-11Loring Kurt W.Buy1.51K$352.35533.46K
2026-08-11Schrimsher Neil ABuy10.31K——
2026-08-11Schrimsher Neil ASell4.88K$352.351.72M
2026-08-11Schrimsher Neil ABuy3.09K——
2026-08-11Schrimsher Neil ABuy10.22K$352.353.60M
2026-08-11Vasquez Jason WBuy1.03K——
2026-08-11Vasquez Jason WSell341$352.35120.15K
2026-08-11Vasquez Jason WBuy375——
2026-08-11Vasquez Jason WBuy1.24K$352.35436.91K
2026-08-11Wells David K.Buy1.87K——
2026-08-11Wells David K.Sell887$352.35312.53K
2026-08-11Wells David K.Buy651——
2026-08-11Wells David K.Buy2.15K$352.35758.61K
2026-08-11Ploetz Jon SBuy1.02K——
2026-08-11Ploetz Jon SSell450$352.35158.56K
2026-08-11Ploetz Jon SBuy375——
2026-08-11Ploetz Jon SBuy1.24K$352.35436.91K
2026-08-08Hoffner Warren E IIISell207$359.9074.50K
2026-08-08Loring Kurt W.Sell405$359.90145.76K
2026-08-08Ploetz Jon SSell291$359.90104.73K
2026-08-08Schrimsher Neil ASell2.16K$359.90777.74K
2026-08-08Vasquez Jason WSell220$359.9079.18K
2026-08-08Wells David K.Sell573$359.90206.22K
2026-07-12Wallace Peter CBuy584$327.39191.20K
2026-07-12Wallace Peter CSell584$327.39191.20K
2026-06-30Wallace Peter CBuy5$303.811.66K
2026-06-18Andrews Madhuri ASell3.85K$329.891.27M
2026-05-05Hoffner Warren E IIISell4.00K$306.351.23M
2026-05-05Hoffner Warren E IIISell4.00K$305.721.22M
2026-04-24Ploetz Jon SSell146$293.3542.83K
2026-03-31Wallace Peter CBuy6$282.581.66K
2026-02-26Wallace Peter CSell5.00K$285.031.43M
2026-02-06Hoffner Warren E IIISell4.00K$292.641.17M
2026-02-05Hoffner Warren E IIISell4.00K$288.621.15M
2026-02-05Vasquez Jason WSell5.45K$287.871.57M
2026-02-04Schrimsher Neil ASell8.63K$284.492.46M
2026-02-04Schrimsher Neil ASell1.74K$285.39496.58K
2026-02-04Schrimsher Neil ASell3.00K$286.45858.20K
2026-02-04Schrimsher Neil ASell4.54K$287.511.31M
2026-02-04Schrimsher Neil ASell1.29K$288.29372.76K
2026-01-20Pagano Robert J JrBuy572——
2026-01-20Raver Joe AnthonyBuy572——
2026-01-20Simoncic Richard JBuy572——
2026-01-20Chadwick Shelly MarieBuy572——
2026-01-20Hall Mary DeanBuy572——
2026-01-20Andrews Madhuri ABuy572——
2026-01-20PETRELLA VINCENT KBuy572——
2026-01-20Wallace Peter CBuy688——
2025-12-31Wallace Peter CBuy6$258.821.49K
2025-09-30Wallace Peter CBuy6$255.011.44K
2025-09-02Vasquez Jason WBuy5.45K——
2025-08-22Loring Kurt W.Sell8.52K$267.062.28M
2025-08-21Vasquez Jason WSell2.02K$259.22523.37K
2025-08-21Vasquez Jason WSell5.45K$260.401.42M
2025-08-21Schrimsher Neil ASell26.67K$262.467.00M
2025-08-20Loring Kurt W.Buy12.10K$48.19583.10K
2025-08-20Loring Kurt W.Sell4.48K$262.461.18M
2025-08-20Loring Kurt W.Sell12.10K$48.19583.10K
2025-08-19Wagner Richard MOther2.25K$199.13448.24K
2025-08-12Wagner Richard MBuy1.71K$270.68461.51K
2025-08-12Wagner Richard MBuy286——
2025-08-12Wells David K.Buy2.61K——
2025-08-12Wells David K.Sell1.91K$270.68518.08K
2025-08-12Wells David K.Buy866——
2025-08-12Wells David K.Buy2.66K$270.68721.09K
2025-08-12Loring Kurt W.Buy1.84K——
2025-08-12Loring Kurt W.Sell1.21K$270.68326.71K
2025-08-12Loring Kurt W.Buy593——
2025-08-12Loring Kurt W.Buy1.82K$270.68493.99K
2025-08-12Ploetz Jon SBuy734——
2025-08-12Ploetz Jon SBuy473——
2025-08-12Ploetz Jon SBuy1.45K$270.68393.30K
2025-08-12Vasquez Jason WBuy1.47K——
2025-08-12Vasquez Jason WSell1.27K$270.68343.49K
2025-08-12Vasquez Jason WBuy473——
2025-08-12Vasquez Jason WBuy1.45K$270.68393.30K
2025-08-12Hoffner Warren E IIIBuy1.72K——
2025-08-12Hoffner Warren E IIISell927$270.68250.92K
2025-08-12Hoffner Warren E IIIBuy515——
2025-08-12Hoffner Warren E IIIBuy1.58K$270.68428.22K
2025-08-12Schrimsher Neil ABuy14.40K——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 632, holders +39 vs prior quarter. Ownership 95.94%.

HolderSharesChangeChange %Value
BLACKROCK, INC.3.95M114.73K+2.99%1.34B
VANGUARD PORTFOLIO MANAGEMENT LLC2.11M-11.01K-0.52%713.98M
VANGUARD CAPITAL MANAGEMENT LLC1.67M-2.89K-0.17%563.66M
AQR CAPITAL MANAGEMENT LLC1.34M423.79K+46.08%451.64M
STATE STREET CORP1.23M18.65K+1.55%414.46M
FIRST TRUST ADVISORS LP1.01M28.38K+2.90%340.59M
GEODE CAPITAL MANAGEMENT, LLC939.32K38.69K+4.30%317.69M
FULLER & THALER ASSET MANAGEMENT, INC.893.71K331.03K+58.83%302.21M
DIMENSIONAL FUND ADVISORS LP720.99K-264-0.04%243.79M
WELLINGTON MANAGEMENT GROUP LLP631.56K-123.00K-16.30%213.56M
NORGES BANK579.75K579.75KNew196.04M
FMR LLC574.40K67.86K+13.40%194.23M
TWO SIGMA INVESTMENTS, LP519.07K28.91K+5.90%175.52M
ALYESKA INVESTMENT GROUP, L.P.503.07K-99.70K-16.54%170.11M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/491.37K191.78K+64.01%168.27M
CAPITAL RESEARCH GLOBAL INVESTORS462.15K-30.65K-6.22%156.28M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC458.99K-11.39K-2.42%155.21M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.458.99K458.99KNew155.21M
PRICE T ROWE ASSOCIATES INC /MD/456.24K76.47K+20.14%154.28M
INVESCO LTD.442.91K68.02K+18.14%149.77M
BOSTON TRUST WALDEN CORP427.35K-12.09K-2.75%144.51M
JPMORGAN CHASE & CO430.50K-87.42K-16.88%144.43M
CAPITAL WORLD INVESTORS406.13K32.34K+8.65%137.33M
GOLDMAN SACHS GROUP INC363.56K77.98K+27.31%122.94M
MORGAN STANLEY360.29K3.51K+0.98%121.83M

Forecast

Consensus Buy from 8 analysts. Average price target $400.00, +31.2% versus the current price. Low $390.00. High $420.00.

Insights · Dividends · Forecast · Financials · Learn

Stocklytics home · Screener

Analysts have an average 12-month price target of $400.00 for Applied Industrial Technologies (AIT), 31.2% above the current price of $304.98. Of 8 analysts covering the stock, 6 rate it Buy or Strong Buy, 2 Hold, and 0 Sell or Strong Sell, giving a consensus of Buy.

Forecasts are third-party estimates and often wrong. They are not investment advice.

AIT price target

12-month price target
Low$390.00
Average$400.00
High$420.00

The average is 31.2% above the current price of $304.98.

Is Applied Industrial Technologies a buy or sell?

Of 8 analysts, 6 rate Applied Industrial Technologies Buy or Strong Buy, 2 Hold, and 0 Sell or Strong Sell. The consensus label is Buy. That split is not a recommendation.

Applied Industrial Technologies earnings and revenue forecast

Analyst averages on file: 2026, EPS $10.71, revenue $4.91 billion. 2027, EPS $12.03, revenue $5.26 billion.

AIT score and fair value

The Stocklytics Score for AIT is 49 out of 100. It averages value, quality, and growth against a large-cap US universe. It is not a price target and not a buy or sell rating. Fair value is a separate estimate on the fair value tab.

AIT forecast FAQs

What is the AIT price target?

$400.00 average, with a published range of $390.00 to $420.00.

Is Applied Industrial Technologies a buy or sell?

The consensus is Buy from 8 analysts. This is not a recommendation.

What is the Applied Industrial Technologies stock forecast for 2026?

Analysts' average EPS estimate for 2026 on file is $10.71. The average revenue estimate is $4.91 billion.

What will AIT be worth in 2030?

No reliable forecast exists that far out.

When is Applied Industrial Technologies's next earnings report?

The next earnings date is shown on the stock page when a future report is on the calendar. This forecast does not invent a date.

Capital is at risk. Stocklytics is operated by Stocklytics Inc., a Marshall Islands company. It is not regulated by the FCA and does not give investment advice.

Applied Industrial Technologies (AIT) Stock Forecast & Price Target

AIT$304.98+5.88 +1.97%

$11.20B

Market Cap

26.03

P/E

25.34

Forward P/E

49

Score

Price History