AIT Applied Industrial Technologies (AIT) Insider Trading, Ownership & Congress Trades
Wholesale & Retail · Wholesale-machinery, equipment & supplies · CIK 0000109563
Form 144 · 2
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
328
13F, latest reported quarter
Conversions, 180 days
1
Codes C/M, not in net · $414.8K priced
What the filings say about AIT
Insiders, 180 days
-$5.0M net sold
4 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$1.3M
2 notices
Applied Industrial Technologies insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, APPLIED INDUSTRIAL TECHNOLOGIES INC insiders sold a net $5.0M of stock across 59 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Feb 26, 2026.
- The trade is 8.3% of the 22,859 shares held after it.
- 1 other insider sold within 30 days.
- 328 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Wallace Peter C sold about $648.2K of AIT on Aug 26, 2026; 1 other insider sold within 30 days and 328 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 5.7% of the 32,050 shares held after it.
- 1 other insider sold within 30 days.
- 328 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Vice President-CFO & Treasurer Wells David K. sold about $643.4K of AIT on Aug 18, 2026; 1 other insider sold within 30 days and 328 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 77.7% of the 4,951 shares held after it.
- No other insider sold within 30 days.
- 328 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Andrews Madhuri A sold about $1.3M of AIT on Jun 18, 2026; 328 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Feb 6, 2026.
- The trade is 8.9% of the 44,751 shares held after it.
- No other insider sold within 30 days.
- 328 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: VP, General Mgr-Fluid Power Hoffner Warren E III sold about $1.2M of AIT on May 5, 2026; 328 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Feb 6, 2026.
- The trade is 9.8% of the 40,751 shares held after it.
- No other insider sold within 30 days.
- 328 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: VP, General Mgr-Fluid Power Hoffner Warren E III sold about $1.2M of AIT on May 5, 2026; 328 funds added in the latest 13F quarter.59 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$5.0M over 180 days
-$1.3M over 90 days
below 71% of Wholesale & Retail
Congress
no House purchase disclosed in the last 12 months
Funds
328 funds bought in last quarter
more than 83% of Wholesale & Retail
Revenue
+8.8% year over year
more than 69% of Wholesale & Retail
Margin
8.3% net margin
more than 85% of Wholesale & Retail
Buybacks
$317.2M repurchased, FY to 2026-06-30
more than 80% of Wholesale & Retail
Short interest
1.9% of the float short (float per yahoo 2026-10-27) · 3.1 days to cover · settled 2026-10-15
below 60% of Wholesale & Retail
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch AIT
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+15.2%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns AIT: institutional holders (13F)
13F holdings, latest reported quarter
3,953,290 sh
$1.3B
2,111,426 sh
$714.0M
1,666,903 sh
$563.7M
1,343,397 sh
$451.6M
1,225,877 sh
$414.5M
Congress trades in AIT
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
AIT planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Wallace Peter C
Filed 2026-08-26
$648.2K
Wells David K.
Filed 2026-08-18
$643.4K
AIT mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Value Line Small Cap Opportunities Fund, Inc.
$45.6M position · as of 2026-06-30
5.5%
BLACK OAK EMERGING TECHNOLOGY FUND
$3.4M position · as of 2026-07-31
5.3%
Tema U.S. Manufacturing & Reshoring ETF
$13.8M position · as of 2026-05-31
5.0%
RIVER OAK DISCOVERY FUND
$956.2K position · as of 2026-07-31
5.0%
ROCK OAK CORE GROWTH FUND
$668.3K position · as of 2026-07-31
4.9%
Small-Company Stock Fund
$9.0M position · as of 2026-06-30
4.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Neil A. Schrimsher
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$7.7M
$16.4M
$1.5M
+289%
+155%
2024
$6.5M
$9.7M
$1.4M
+165%
+93%
2023
$6.3M
$14.0M
$1.3M
+120%
+64%
2022
$6.4M
$17.7M
$1.4M
+63%
+38%
2021
$5.8M
$8.8M
$1.4M
+7%
-3%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $5.0M sold by insiders over 180 days, 328 funds added last quarter, $1.3M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
AIT financials
Revenue growth
+8.8%
XBRL, annual
Net margin
8.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$5.0B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM AIT
| FY Jun 2026 | $5.0B |
| FY Jun 2025 | $4.6B |
| FY Jun 2024 | $4.5B |
| FY Jun 2023 | $4.4B |
| FY Jun 2022 | $3.8B |
| Jun 2026 | $1.4B |
| Mar 2026 | $1.3B |
| Dec 2025 | $1.2B |
| Sep 2025 | $1.2B |
| Jun 2025 | $1.2B |
| Mar 2025 | $1.2B |
| Dec 2024 | $1.1B |
| Sep 2024 | $1.1B |
At each fiscal year end
Single quarter
Net margin, TTM
+0.0%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM AIT
| FY Jun 2026 | +0.0% |
| FY Jun 2025 | +0.0% |
| FY Jun 2024 | +0.0% |
| FY Jun 2023 | +0.0% |
| FY Jun 2022 | +0.0% |
| Jun 2026 | -21.8% |
| Mar 2026 | +8.0% |
| Dec 2025 | +8.2% |
| Sep 2025 | +8.4% |
| Jun 2025 | -23.3% |
| Mar 2025 | +8.6% |
| Dec 2024 | +8.7% |
| Sep 2024 | +8.4% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$460.5M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM AIT
| FY Jun 2026 | $460.5M |
| FY Jun 2025 | $465.2M |
| FY Jun 2024 | $346.5M |
| FY Jun 2023 | $317.5M |
| FY Jun 2022 | $169.4M |
| Jun 2026 | $159.7M |
| Mar 2026 | $95.4M |
| Dec 2025 | $93.4M |
| Sep 2025 | $112.0M |
| Jun 2025 | $138.2M |
| Mar 2025 | $114.9M |
| Dec 2024 | $89.9M |
| Sep 2024 | $122.2M |
At each fiscal year end
Single quarter
Debt to equity
0.15x
long-term 2026-06-30 plus current 2026-03-31; equity 2026-06-30
Debt to equity AIT
| FY Jun 2026 | 0.15x |
| FY Jun 2025 | 0.31x |
| FY Jun 2024 | 0.35x |
| FY Jun 2023 | 0.43x |
| FY Jun 2022 | 0.60x |
| Jun 2026 | 0.15x |
| Mar 2026 | 0.20x |
| Dec 2025 | 0.31x |
| Sep 2025 | 0.30x |
| Jun 2025 | 0.31x |
| Mar 2025 | 0.31x |
| Dec 2024 | 0.32x |
| Sep 2024 | 0.34x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
1.73x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-03-31
Cash flow to debt AIT
| FY Jun 2026 | 1.73x |
| FY Jun 2025 | 0.86x |
| FY Jun 2024 | 0.62x |
| FY Jun 2023 | 0.55x |
| FY Jun 2022 | 0.27x |
| Jun 2026 | 1.73x |
| Mar 2026 | 1.28x |
| Dec 2025 | 0.85x |
| Sep 2025 | 0.85x |
| Jun 2025 | 0.86x |
| Mar 2025 | 0.81x |
| Dec 2024 | 0.74x |
| Sep 2024 | 0.72x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+0.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity AIT
| FY Jun 2026 | +0.0% |
| FY Jun 2025 | +0.0% |
| FY Jun 2024 | +0.0% |
| FY Jun 2023 | +0.0% |
| FY Jun 2022 | +0.0% |
| Jun 2026 | +0.0% |
| Mar 2026 | +0.6% |
| Dec 2025 | +0.6% |
| Sep 2025 | +0.5% |
| Jun 2025 | +0.0% |
| Mar 2025 | +0.2% |
| Dec 2024 | +0.0% |
| Sep 2024 | -0.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+0.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets AIT
| FY Jun 2026 | +0.0% |
| FY Jun 2025 | +0.0% |
| FY Jun 2024 | +0.0% |
| FY Jun 2023 | +0.0% |
| FY Jun 2022 | +0.0% |
| Jun 2026 | +0.0% |
| Mar 2026 | +0.4% |
| Dec 2025 | +0.4% |
| Sep 2025 | +0.3% |
| Jun 2025 | +0.0% |
| Mar 2025 | +0.1% |
| Dec 2024 | +0.0% |
| Sep 2024 | -0.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+24.4%
operating income after a 23.8% effective tax rate, over long-term 2026-06-30 plus current 2026-03-31 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital AIT
| FY Jun 2026 | +24.4% |
| FY Jun 2025 | +20.0% |
| FY Jun 2024 | +19.7% |
| FY Jun 2023 | +21.4% |
| FY Jun 2022 | +18.5% |
| Jun 2026 | +24.4% |
| Mar 2026 | +22.7% |
| Dec 2025 | +20.4% |
| Sep 2025 | +20.4% |
| Jun 2025 | +20.0% |
| Mar 2025 | +18.4% |
| Dec 2024 | +18.5% |
| Sep 2024 | +18.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+21.8%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed AIT
| FY Jun 2026 | +21.8% |
| FY Jun 2025 | +19.5% |
| FY Jun 2024 | +21.3% |
| FY Jun 2023 | +22.8% |
| FY Jun 2022 | +18.8% |
| Jun 2026 | +21.8% |
| Mar 2026 | +20.6% |
| Dec 2025 | +19.5% |
| Sep 2025 | +19.7% |
| Jun 2025 | +19.5% |
| Mar 2025 | +20.0% |
| Dec 2024 | +20.0% |
| Sep 2024 | +20.3% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
27.18x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing AIT
| FY Jun 2026 | 30.88x |
| FY Jun 2025 | 22.99x |
| FY Jun 2024 | 19.72x |
| FY Jun 2023 | 16.38x |
| FY Jun 2022 | 14.59x |
| Jun 2026 | 30.88x |
| Mar 2026 | 25.08x |
| Dec 2025 | 24.45x |
| Sep 2025 | 25.15x |
| Jun 2025 | 22.99x |
| Mar 2025 | 22.60x |
| Dec 2024 | 24.24x |
| Sep 2024 | 22.75x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$10.8B
market value at close 2026-10-27 on 2026-07-31 shares, plus long-term 2026-06-30 plus current 2026-03-31, minus cash 2025-09-30
Enterprise value AIT
| FY Jun 2026 | $12.4B |
| FY Jun 2025 | $9.0B |
| FY Jun 2024 | $7.9B |
| FY Jun 2023 | $6.1B |
| FY Jun 2022 | $4.2B |
| Jun 2026 | $12.4B |
| Mar 2026 | $9.8B |
| Dec 2025 | $9.8B |
| Sep 2025 | $10.0B |
| Jun 2025 | $9.0B |
| Mar 2025 | $9.1B |
| Dec 2024 | $9.6B |
| Sep 2024 | $9.0B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+4.2%
TTM free cash flow over market value at close 2026-10-27
FCF yield AIT
| FY Jun 2026 | +3.7% |
| FY Jun 2025 | +5.3% |
| FY Jun 2024 | +4.6% |
| FY Jun 2023 | +5.7% |
| FY Jun 2022 | +4.6% |
| Jun 2026 | +3.7% |
| Mar 2026 | +4.4% |
| Dec 2025 | +4.7% |
| Sep 2025 | +4.6% |
| Jun 2025 | +5.3% |
| Mar 2025 | +5.1% |
| Dec 2024 | +4.4% |
| Sep 2024 | +4.8% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
3.27x
P/E over trailing EPS growth of 8%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing AIT
| FY Jun 2026 | 3.72x |
| FY Jun 2025 | 8.38x |
| FY Jun 2024 | 1.74x |
| FY Jun 2023 | 0.48x |
| FY Jun 2022 | 0.18x |
| Jun 2026 | 3.72x |
| Mar 2026 | 4.10x |
| Dec 2025 | 3.90x |
| Sep 2025 | 4.33x |
| Jun 2025 | 8.38x |
| Mar 2025 | 5.01x |
| Dec 2024 | 6.60x |
| Sep 2024 | 3.83x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-06 | 2025-06 | 2024-06 | 2023-06 | |
|---|---|---|---|---|
| Revenue | $5.0B | $4.6B | $4.5B | $4.4B |
| Gross profit | $1.5B | $1.4B | $1.3B | $1.3B |
| Operating income | $549.5M | $498.5M | $495.8M | $473.2M |
| Net income | $414.5K | $393.0K | $385.8K | $346.7K |
| EPS (diluted) | n/a | n/a | n/a | n/a |
| Operating cash flow | $484.1M | $492.4M | $371.4M | $344.0M |
| Cash | n/a | $388.4M | n/a | n/a |
| Long-term debt | $262.3M | $572.3M | $572.3M | $596.9M |
| Buybacks | $317.2M | $152.8M | $73.4M | $716.0K |
| Dividends paid | $72.6M | $63.7M | $55.9M | $53.4M |
SEC XBRL, fiscal years, as known on 2026-10-28
AIT Stock Sonar score 6/7 axes
Find similar shapesCompareAIT ranks highest on institutional and government (83rd percentile) and financial health (76th), and lowest on insider conviction (14th), among Wholesale & Retail peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
AIT filings, in plain words
Are Applied Industrial Technologies insiders buying or selling AIT?
In the 180 days to 2026-10-28, Applied Industrial Technologies insiders were net sellers, a net $5.0M across purchases and sales reported on Form 4, by 4 sellers.
Are there planned insider sales of AIT?
Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $1.3M of stock; the latest, by Wallace Peter C, was filed 2026-08-26.
Read the full summary
In the 180 days to 2026-10-28, Applied Industrial Technologies insiders were net sellers of AIT, a net $5.0M across purchases and sales reported on Form 4 by 4 sellers. None of the 5 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $1.3M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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