Welcome to our dedicated page for Hillenbrand SEC filings (Ticker: HI), 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.
The Hillenbrand, Inc. (HI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Hillenbrand’s Form 8-K filings, earnings releases, and proxy-related documents describe its activities as a global industrial company that provides highly engineered, mission-critical processing equipment and solutions for end markets such as durable plastics, food, and recycling.
Through these filings, investors can review current reports on Form 8-K that cover material events, including the entry into an Agreement and Plan of Merger with LSF12 Helix Parent, LLC and LSF12 Helix Merger Sub, Inc., affiliates of Lone Star Funds. The filings explain that, under this agreement, Merger Sub will merge with and into Hillenbrand, with Hillenbrand surviving as a wholly owned subsidiary of Parent, and that the transaction is structured as an all-cash acquisition at a specified per-share price, subject to customary closing conditions.
Other 8-K filings document shareholder actions and governance matters, such as the special meeting at which Hillenbrand shareholders voted to approve the merger agreement, advisory votes on compensation related to the merger, and adjournment proposals. Additional filings describe litigation and shareholder demands relating to proxy disclosures and provide supplemental information incorporated into the definitive proxy statement.
Hillenbrand’s SEC reports also address capital structure and financing arrangements. Filings outline amendments and restatements of credit agreements, including revolving credit facilities and term loans, as well as amendments to a syndicated L/G facility. They also describe the redemption of senior notes and the terms of new debt commitments associated with the pending merger. A Form 8-K dated January 9, 2026 discusses change of control offers for Hillenbrand’s senior notes due 2029 and 2031, including pricing and conditions tied to the merger and ratings events.
In connection with its earnings releases, Hillenbrand files 8-Ks that furnish financial results and discuss the use of non-GAAP measures such as adjusted EBITDA, adjusted net income, and pro forma adjusted EBITDA. These filings explain the items excluded from these measures and reference reconciliations to GAAP metrics. On Stock Titan, AI-powered tools can help summarize and interpret these disclosures, highlight key terms of the merger agreement and financing covenants, and surface relevant information about leverage ratios, dividend restrictions, and other conditions that may affect shareholders and noteholders.
Hillenbrand, Inc. released unaudited preliminary results for the three months ended December 31, 2025, in connection with financing for its pending acquisition by Lone Star Funds. The company estimates net revenue between $540.0 million and $560.0 million, compared with $706.9 million in the prior-year quarter.
Consolidated EBITDA is expected to range from $36.5 million to $46.5 million, with Consolidated Adjusted EBITDA projected between $57.1 million and $67.1 million, versus $97.1 million a year earlier. Hillenbrand also expects interest expense, net, of $20.2 million and depreciation and amortization of $33.1 million for the quarter. Management stresses that these figures are estimates, subject to completion of closing procedures, and plans to report final results no later than February 9, 2026.
Hillenbrand, Inc. reported that LSF12 Helix Parent, LLC, the Lone Star affiliate that agreed to acquire Hillenbrand, has begun change of control offers for Hillenbrand’s outstanding notes in connection with the pending merger. Parent is offering to purchase any and all of the Company’s 6.2500% Senior Notes due 2029 and 3.7500% Senior Notes due 2031 at a cash price equal to 101% of the principal amount tendered, plus accrued and unpaid interest to, but not including, the repurchase date.
The offers will expire at 5:00 p.m., New York City time, on the later of February 9, 2026 or one business day before the merger closes, provided that date is no later than March 9, 2026, unless the offers are amended, extended, terminated or withdrawn. The offers are conditioned on the merger closing and a ratings event that, together with the merger, creates a change of control triggering event under the note indentures, and these conditions cannot be waived by Parent.
Hillenbrand, Inc. reported the results of a special shareholder meeting held on January 8, 2026 to vote on its previously announced merger with affiliates of Lone Star Fund XII. Shareholders approved the Agreement and Plan of Merger among Hillenbrand, LSF12 Helix Parent, LLC, and LSF12 Helix Merger Sub, Inc., with 58,533,478 votes for, 353,769 against, and 47,809 abstentions.
Shareholders also approved, on an advisory basis, the merger-related compensation for Hillenbrand’s named executive officers, with 52,525,941 votes for, 6,165,726 against, and 243,389 abstentions. A proposal to permit adjournment of the meeting, if needed to solicit additional proxies, received 54,819,736 votes for, 3,051,176 against, and 1,064,144 abstentions. The company noted that completing the merger still depends on satisfying or waiving customary closing conditions, including required regulatory approvals.
Hillenbrand, Inc. director equity activity: A reporting person who serves as a director of Hillenbrand, Inc. reported multiple restricted stock unit (RSU) and deferred fee awards effective 12/31/2025. Table I shows 0 shares of common stock held directly after the reported non-derivative transaction.
Table II lists a series of RSU awards labeled as deferred stock awards from 2009 through 2025, each with small additional amounts credited on 12/31/2025, such as 54 RSUs tied to a 2/11/09 grant and 80 RSUs related to deferred director fees. Each RSU represents the right to receive one share of common stock and carries dividend equivalent rights that accrue on dividend record dates.
Some RSUs vest immediately upon grant with post-service holding requirements, while others vest on the earlier of the next annual shareholder meeting or one year from grant, with accelerated vesting or share delivery tied to events such as a change in control, death, disability, or the director ceasing to serve. Certain RSUs will be automatically converted into shares when the director retires from the Board.
Hillenbrand, Inc. director Gary L. Collar reported routine equity awards in the form of restricted stock units (RSUs) tied to existing deferred stock awards. On 12/31/2025, he acquired small additional RSU amounts at a price of $0 under multiple prior grant years, including 12 RSUs linked to a 2015 deferred stock award and 33 RSUs linked to a 2016 award. Each RSU represents the right to receive one share of common stock and is entitled to dividend equivalent rights that accrue on dividend record dates. Many of these RSUs vest immediately or on the earlier of the next annual shareholder meeting or one year from grant, with delivery of shares deferred until a change in control, death or disability, or after he ceases serving as a director.
Hillenbrand, Inc. director equity awards and deferred fees reported
A Hillenbrand, Inc. director filed a Form 4 to report routine equity compensation and fee deferrals effective 12/31/2025. The filing shows multiple grants of restricted stock units (RSUs) tied to earlier award dates, such as “Deferred Stock Award” grants from 2010 through 2025, as well as RSUs credited from deferred director fees. Each RSU represents the contingent right to receive one share of Hillenbrand common stock and carries dividend equivalent rights that accrue on dividend record dates.
Many of these RSUs either vest immediately upon grant with post-service holding requirements, or vest on the earlier of the next annual shareholder meeting or one year from the grant date, with delivery of shares generally deferred until events such as a change in control, death, disability, or the director leaving the board. The reported positions include, for example, 6,137 RSUs from a 2011 award and 4,151 RSUs from a 2025 award, all held in direct ownership.
Hillenbrand, Inc. senior vice president, general counsel and secretary Nicholas R. Farrell reported equity awards and holdings in a Form 4 dated 12/31/2025. He directly owns 74,792 shares of Hillenbrand common stock.
On that date, he acquired several zero-cost restricted stock unit (RSU) awards, including 15, 48, 51, 82 and 214 RSUs tied to prior grant dates and the company’s Executive Share Match framework. Following these awards, he holds derivative positions such as 2,240, 6,833, 7,243, 11,583 and 30,088 RSUs, each representing the contingent right to receive one share of common stock.
The RSUs have scheduled vesting dates between 12/7/2024 and 12/4/2028, and certain matching RSUs may be settled in shares or cash if specified framework conditions are satisfied. RSUs also accrue dividend equivalents on dividend record dates.
Hillenbrand, Inc. reported an insider equity award for a senior executive. On 12/31/2025, Sr. VP, Strategy & Corp. Dev. J. Michael Whitted received several grants of restricted stock units (RSUs), all at a price of $0 per unit, covering different award programs and grant dates.
The new RSU awards include 17 units from a deferred stock award dated 12/7/2023, 260 units from a deferred stock award dated 6/28/2024, 39 units from a deferred stock award dated 12/5/2024, 55 and 77 matching RSUs under the Executive Share Match framework dated 03/31/2025 and 10/01/2025, and 225 units from a deferred stock award dated 12/4/2025. Each RSU represents the right to receive one share of common stock and carries dividend equivalent rights.
The RSUs vest over time, with various schedules running from 2024 through 2028, and certain matching RSUs under the Executive Share Match framework vesting in 2028. Following these transactions, Whitted directly held 88,349 shares of Hillenbrand common stock.
Hillenbrand, Inc. reported insider equity activity for its Sr. VP & Chief HR Officer related to common stock and restricted stock units. The executive holds 23,512 shares of common stock directly and 16,125 shares indirectly through The Arora Revocable Trust.
On 12/31/2025, the executive acquired several blocks of restricted stock units at a price of $0 per unit, including 14 units from a deferred stock award dated 12/7/2023, 46 units from a deferred stock award dated 12/5/2024, 133 units from a Matching RSU award dated 03/31/2025, and 180 units from a deferred stock award dated 12/4/2025. These awards provide the right to receive an equal number of common shares and carry dividend equivalent rights. The various grants vest in installments between 2024 and 2028.
Hillenbrand, Inc. reported an insider equity update for its interim CFO, VP, CC & CAO following transactions dated 12/31/2025. After these transactions, the officer beneficially owns 6,423 shares of Hillenbrand common stock directly.
The officer also holds several restricted stock unit (RSU) awards that each represent the right to receive one share of common stock and accrue dividend equivalents on dividend record dates. RSUs from a 12/7/2023 award are scheduled to vest in three equal parts on 12/7/2024, 12/7/2025, and 12/7/2026; RSUs from a 12/5/2024 award vest one‑third on 12/5/2025, 12/5/2026, and 12/5/2027; and RSUs from a 12/4/2025 award vest one‑third on 12/4/2026, 12/4/2027, and 12/4/2028.
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