HY Hyster-yale (HY) Insider Trading, Ownership & Congress Trades
Industrials · Industrial trucks, tractors, trailors & stackers · CIK 0001173514
Congress · 1
Insider buyers, 180 days
0
Funds added, last quarter
85
13F, latest reported quarter
What the filings say about HY
Congress, 1 year
1 bought · 1 sold
Latest: sale, 2026-01-05
Hyster-yale insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for HYSTER-YALE, INC. in the period covered. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Mar 1, 2024.
- The trade is 3.2% of the 367,152 shares held after it.
- No other insider sold within 30 days.
- 85 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider TAPLIN FRANK F sold about $680.9K of HY on Mar 4, 2024, the largest insider sale at the company on our record; 85 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 1.3% of the 378,872 shares held after it.
- No other insider sold within 30 days.
- 85 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider TAPLIN FRANK F sold about $293.2K of HY on Mar 1, 2024, the largest insider sale at the company on our record; 85 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 42.3% of the 7,100 shares held after it.
- No other insider sold within 30 days.
- 85 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider SICHEL SUSAN sold about $155.1K of HY on May 10, 2023, the largest insider sale at the company on our record; 85 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 17.6% of the 8,500 shares held after it.
- No other insider sold within 30 days.
- 85 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider KELLY MARTHA S sold about $68.6K of HY on Mar 3, 2023, the largest insider sale at the company on our record; 85 funds added in the latest 13F quarter.4 transactions on record · a thin record, read with care
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
no insider buys or sells on file
Congress
1 member bought in the last year
the lowest in Industrials
Funds
85 funds bought in last quarter
below 66% of Industrials
Revenue
-12.5% year over year
below 89% of Industrials
Margin
-1.6% net margin
below 72% of Industrials
Buybacks
$700.0K repurchased, FY to 2026-06-30
below 92% of Industrials
Short interest
6.4% of the float short (float per yahoo 2026-10-26) · 4.4 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch HY
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.
-17.3%12M
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns HY: institutional holders (13F)
13F holdings, latest reported quarter
937,868 sh
$32.9M
788,021 sh
$27.6M
495,257 sh
$17.4M
467,943 sh
$16.4M
413,935 sh
$14.5M
Congress trades in HY
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2026-01-05 · disclosed 19 days later
$15,001 - $50,000
Bought 2025-12-31 · disclosed 24 days later
$15,001 - $50,000
Sold 2025-12-03 · disclosed 16 days later
$100,001 - $250,000
Bought 2025-11-20 · disclosed 12 days later
$15,001 - $50,000
Bought 2025-11-12 · disclosed 20 days later
$50,001 - $100,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
HY planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
HY mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
ProShares Russell 2000 Dividend Growers ETF
$6.8M position · as of 2026-05-31
1.0%
Global X Autonomous & Electric Vehicles ETF
$4.2M position · as of 2026-05-31
0.9%
State Street(R) SPDR(R) S&P Kensho Smart Mobility ETF
$177.5K position · as of 2026-06-30
0.8%
Victory Integrity Discovery Fund
$707.3K position · as of 2026-06-30
0.8%
State Street(R) SPDR(R) S&P Kensho Clean Power ETF
$1.9M position · as of 2026-06-30
0.7%
Global X Hydrogen ETF
$1.1M position · as of 2026-05-31
0.6%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return
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
2024
$8.1M
$8.0M
$3.5M
n/a
-19%
2023
$8.7M
$8.1M
$2.6M
-86%
-61%
2022
$10.0M
$9.3M
$1.5M
n/a
-81%
2021
$1.2M
$2.7M
$925.1K
n/a
-61%
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
The complete filing record, in one place.
The record shows 85 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade. Each figure is a federal filing, dated the day it went public.
HY financials
Revenue growth
-12.5%
XBRL, annual
Net margin
-1.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$3.5B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM HY
| FY Dec 2025 | $3.8B |
| FY Dec 2024 | $4.3B |
| FY Dec 2023 | $4.1B |
| FY Dec 2022 | $3.5B |
| FY Dec 2021 | $3.1B |
| Jun 2026 | $812.9M |
| Mar 2026 | $795.2M |
| Dec 2025 | $923.2M |
| Sep 2025 | $979.1M |
| Jun 2025 | $956.6M |
| Mar 2025 | $910.4M |
| Dec 2024 | $1.1B |
| Sep 2024 | $1.0B |
At each fiscal year end
Single quarter
Net margin, TTM
-3.3%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM HY
| FY Dec 2025 | -1.6% |
| FY Dec 2024 | +3.3% |
| FY Dec 2023 | +3.1% |
| FY Dec 2022 | -2.1% |
| FY Dec 2021 | -5.6% |
| Jun 2026 | -3.9% |
| Mar 2026 | -3.8% |
| Dec 2025 | -5.7% |
| Sep 2025 | -0.2% |
| Jun 2025 | -1.5% |
| Mar 2025 | +0.9% |
| Dec 2024 | +1.0% |
| Sep 2024 | +1.7% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$14.8M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM HY
| FY Dec 2025 | $23.6M |
| FY Dec 2024 | $122.9M |
| FY Dec 2023 | $115.3M |
| FY Dec 2022 | $11.8M |
| FY Dec 2021 | -$297.8M |
| Jun 2026 | $2.0M |
| Mar 2026 | -$42.7M |
| Dec 2025 | $32.9M |
| Sep 2025 | $22.6M |
| Jun 2025 | $15.1M |
| Mar 2025 | -$47.0M |
| Dec 2024 | $62.8M |
| Sep 2024 | $59.9M |
At each fiscal year end
Single quarter
Debt to equity
1.85x
long-term 2026-06-30 plus current 2025-12-31 (6 months older than the period end); equity 2026-06-30
Debt to equity HY
| FY Dec 2025 | 1.52x |
| FY Dec 2024 | 0.93x |
| FY Dec 2023 | 1.27x |
| FY Dec 2022 | 2.70x |
| FY Dec 2021 | 1.45x |
| Jun 2026 | 1.85x |
| Mar 2026 | 1.69x |
| Dec 2025 | 1.52x |
| Sep 2025 | 1.20x |
| Jun 2025 | 1.19x |
| Mar 2025 | 0.87x |
| Dec 2024 | 0.93x |
| Sep 2024 | 1.31x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.11x
TTM operating cash flow over long-term 2026-06-30 plus current 2025-12-31 (6 months older than the period end)
Cash flow to debt HY
| FY Dec 2025 | 0.12x |
| FY Dec 2024 | 0.39x |
| FY Dec 2023 | 0.31x |
| FY Dec 2022 | 0.07x |
| FY Dec 2021 | -0.49x |
| Jun 2026 | 0.11x |
| Mar 2026 | 0.12x |
| Dec 2025 | 0.12x |
| Sep 2025 | 0.17x |
| Jun 2025 | 0.22x |
| Mar 2025 | 0.25x |
| Dec 2024 | 0.39x |
| Sep 2024 | 0.19x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-25.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity HY
| FY Dec 2025 | -12.7% |
| FY Dec 2024 | +32.9% |
| FY Dec 2023 | +42.4% |
| FY Dec 2022 | -26.4% |
| FY Dec 2021 | -35.5% |
| Jun 2026 | -25.0% |
| Mar 2026 | -21.1% |
| Dec 2025 | -12.7% |
| Sep 2025 | +0.5% |
| Jun 2025 | +4.4% |
| Mar 2025 | +21.6% |
| Dec 2024 | +32.9% |
| Sep 2024 | +37.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-5.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets HY
| FY Dec 2025 | -3.0% |
| FY Dec 2024 | +6.9% |
| FY Dec 2023 | +6.1% |
| FY Dec 2022 | -3.7% |
| FY Dec 2021 | -9.0% |
| Jun 2026 | -5.8% |
| Mar 2026 | -4.9% |
| Dec 2025 | -3.0% |
| Sep 2025 | +0.1% |
| Jun 2025 | +1.1% |
| Mar 2025 | +4.8% |
| Dec 2024 | +6.9% |
| Sep 2024 | +7.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on invested capital HY
| FY Dec 2025 | n/a |
| FY Dec 2024 | +21.1% |
| FY Dec 2023 | +21.6% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | +14.6% |
| Dec 2024 | +21.1% |
| Sep 2024 | +17.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
-8.3%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed HY
| FY Dec 2025 | -2.2% |
| FY Dec 2024 | +26.7% |
| FY Dec 2023 | +27.0% |
| FY Dec 2022 | -5.0% |
| FY Dec 2021 | -15.5% |
| Jun 2026 | -8.3% |
| Mar 2026 | -7.3% |
| Dec 2025 | -2.2% |
| Sep 2025 | +4.6% |
| Jun 2025 | +7.9% |
| Mar 2025 | +19.2% |
| Dec 2024 | +26.7% |
| Sep 2024 | +29.4% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing HY
| FY Dec 2025 | n/a |
| FY Dec 2024 | 6.33x |
| FY Dec 2023 | 8.59x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | 283.54x |
| Jun 2025 | 32.34x |
| Mar 2025 | 7.42x |
| Dec 2024 | 6.33x |
| Sep 2024 | 7.17x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value HY
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield HY
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing HY
| FY Dec 2025 | n/a |
| FY Dec 2024 | 0.57x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | 0.57x |
| Sep 2024 | 0.17x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. 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.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $3.8B | $4.3B | $4.1B | $3.5B |
| Gross profit | $632.8M | $895.5M | $785.6M | $433.9M |
| Operating income | -$22.1M | $244.8M | $208.7M | -$39.1M |
| Net income | -$60.1M | $142.3M | $125.9M | -$74.1M |
| EPS (diluted) | -3.40 | 8.04 | 7.24 | -4.38 |
| Operating cash flow | $86.1M | $170.7M | $150.7M | $40.6M |
| Long-term debt | $473.4M | $241.9M | $241.3M | $267.0M |
| Buybacks | -$4.5M | -$14.0M | $0 | $0 |
| Dividends paid | $25.4M | $24.0M | $22.3M | $21.8M |
SEC XBRL, fiscal years, as known on 2026-10-27
HY Stock Sonar score 5/7 axes
Find similar shapesCompareHY ranks highest on risk and compliance (52nd percentile) and institutional and government (45th), and lowest on growth (11th), among Industrials peers.
5 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
HY filings, in plain words
Have members of Congress traded HY?
Yes. In the year to 2026-10-27, 1 House member disclosed buying HY and 1 House member disclosed selling it; the latest on record is a sale by Tim Moore dated 2026-01-05.
Read the full summary
In the year to 2026-10-27, 1 member of Congress disclosed buying HY and 1 member disclosed selling it; the latest on record is a sale by Tim Moore dated 2026-01-05. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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