Welcome to our dedicated page for Applied Indl Technologies SEC filings (Ticker: AIT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 INC director Peter C. Wallace reported an internal restructuring of his holdings in company common stock. A total of 584 shares were distributed from a Deferred Compensation Plan for Non-Employee Directors to him, reflected as matching "J" code entries in direct and indirect holdings. Following these entries, he holds 24,763 shares directly and 2,673.73 shares indirectly through the Deferred Compensation Plan. These are non-derivative, non-market transactions classified as other acquisitions or dispositions.
APPLIED INDUSTRIAL TECHNOLOGIES director Peter C. Wallace reported a small stock award under a deferred compensation plan. On the reported date, an indirect acquisition of 5.46 shares of Common Stock at $303.81 per share was credited to this plan, bringing his indirect holdings there to 3,258.49 shares. A separate holding line shows 24,179 Common Stock shares held directly after the transactions.
Applied Industrial Technologies, Inc. reported that director Mary Dean Hall has resigned from the Board of Directors. The Corporate Governance & Sustainability Committee accepted her resignation on June 22, 2026, with the resignation to take effect at the company’s next annual meeting of shareholders. The filing is primarily an update on board composition and does not describe any related financial transactions.
Andrews Madhuri A reported open-market sale transactions in this Form 4 filing.
APPLIED INDUSTRIAL TECHNOLOGIES INC director Madhuri A. Andrews contributed 3,845 shares of common stock to an exchange fund. The exchange fund transaction closed on June 18, 2026, when Applied common stock was valued at $329.89 per share. Following this contribution, she directly holds 4,951 shares of Applied common stock.
Andrews had previously given irrevocable consent on February 26, 2026 to contribute these shares at a later date in exchange for shares of the exchange fund, consistent with the fund’s offering memorandum.
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.