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. reported an equity award to senior executive Tamara Morytko, Sr. VP & President, MTS. On 12/04/2025, she received 33,647 Restricted Stock Units (RSUs), each representing the right to receive one share of Hillenbrand common stock. These RSUs carry dividend equivalent rights that accrue on dividend record dates, meaning she is credited for dividends as if she already held the underlying shares.
The RSUs are scheduled to vest in three equal installments: one-third on 12/4/2026, one-third on 12/4/2027, and one-third on 12/4/2028. Following this grant, the filing shows 33,647 derivative securities (RSUs) held directly and 5,671 shares of common stock reported as directly owned.
Hillenbrand, Inc. has agreed to be acquired for cash by an affiliate of Lone Star Fund XII via a merger that will be voted on at a virtual special meeting on January 8, 2026. Under the Merger Agreement, each share of Hillenbrand common stock outstanding immediately before the effective time would be converted into the right to receive $32.00 in cash, without interest and subject to tax withholding. After the merger, Hillenbrand will become a wholly owned subsidiary of LSF12 Helix Parent, LLC, its stock will be delisted from the NYSE, and it will cease filing SEC reports. The transaction is financed through a Lone Star equity commitment of $1.647 billion plus committed debt facilities. The merger is taxable for U.S. holders, and there are no dissenters’ rights under Indiana law. Completion requires regulatory clearances (including HSR and CFIUS approvals and various foreign antitrust approvals) and approval of the Merger Agreement by a majority of the 70,508,655 shares outstanding as of November 28, 2025. Hillenbrand’s board unanimously recommends voting in favor and its directors and executives hold about 1,032,577 shares, or roughly 1.5% of the outstanding stock.
Hillenbrand, Inc. (HI) filed its annual report describing a global industrial business built around two segments: Advanced Process Solutions and Molding Technology Solutions, which supply highly engineered processing equipment, systems, and aftermarket services to plastics, food, recycling, and other industrial markets.
The company has reshaped its portfolio, including the 2023 divestiture of its historical Batesville segment and the March 31, 2025 divestiture of a majority interest in the Milacron injection molding and extrusion business, retaining a 48.74% minority stake. Hillenbrand employs about 8,200 people worldwide, with a strong focus on safety, talent development, and diversity, equity, and inclusion.
The report highlights a sustainability program aligned with the Hillenbrand Operating Model, including TCFD-aligned climate disclosure starting in fiscal 2025. It also details a pending acquisition by affiliates of Lone Star, under which each outstanding Hillenbrand share will be converted into $32.00 in cash, subject to shareholder and regulatory approvals and other customary closing conditions.
Hillenbrand, Inc. (HI) filed a Form 8-K to announce that it has released its earnings for the fourth quarter ended September 30, 2025. The company disclosed that these results are described in a press release dated November 19, 2025, which is attached as Exhibit 99.1.
The earnings press release and related materials are being furnished, not filed, which limits their use for certain legal liability purposes. The report is signed on behalf of Hillenbrand by Interim Chief Financial Officer Megan A. Walke.
Hillenbrand, Inc. (HI) filed a Form 4/A to correct a prior insider report. The amendment adds the reporting person’s direct ownership, shown as 5,096 shares of common stock. The filer is identified as a Sr. VP & Chief Procurement Officer, and the earliest transaction date is listed as 09/30/2025. The amendment notes an administrative error in the original filed on 10/02/2025 that omitted these direct holdings.
Hillenbrand Inc. (HI): An amended Schedule 13G/A (Amendment No. 5) reports that FMR LLC beneficially owns 95,321.47 shares of Hillenbrand common stock, representing 0.1% of the class, with a Date of Event of 10/31/2025.
FMR LLC reports 76,691.61 shares with sole voting power and 95,321.47 shares with sole dispositive power. Abigail P. Johnson is also a reporting person, with 0 voting power and 95,321.47 shares with sole dispositive power.
The filing certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The ownership is reported as 5% or less of the class.
FMR LLC filed an amended Schedule 13G reporting beneficial ownership of 4,609,655.63 shares of Hillenbrand Inc. common stock, representing 6.5% of the class as of September 30, 2025.
FMR LLC reports sole voting power over 4,592,089.68 shares and sole dispositive power over 4,609,655.63 shares. Abigail P. Johnson is listed with sole dispositive power over 4,609,655.63 shares. The filing certifies the securities were acquired and are held in the ordinary course of business and not to change or influence control.
Hillenbrand, Inc. (HI) disclosed an insider transaction by President & CEO Kimberly K. Ryan. A Form 4 reports a charitable donation of 1,562 shares of common stock on 10/28/2025 using transaction code G. The reported transaction price was $0, consistent with a gift.
Following the donation, Ryan’s directly held beneficial ownership is 174,003.745 shares. The filing notes the shares were donated as a charitable contribution.
Hillenbrand entered a definitive merger agreement with affiliates of Lone Star Funds. Each share of Common Stock will be converted into the right to receive $32.00 in cash, without interest, at closing.
The deal requires Hillenbrand shareholder approval, expiration or termination of the HSR waiting period, certain other regulatory approvals including CFIUS Approval, and the absence of any legal prohibition. An outside date of July 14, 2026 applies. Hillenbrand agreed to customary covenants, including no-shop restrictions and operating in the ordinary course, and may pay one cash dividend on or before December 31, 2025 of up to $0.2275 per share.
Termination fees include $69,000,000 payable by Hillenbrand in specified cases, and a $138,000,000 Parent Termination Fee payable to Hillenbrand under other circumstances. Financing is supported by a Sponsor equity commitment of $1,647,000,000 and debt commitments for a $1.885 billion term loan, $400 million revolver, $500 million bridge loan, and $350 million letter of credit facility.
Hillenbrand, Inc. (NYSE: HI) entered into a definitive agreement to be acquired by an affiliate of Lone Star Funds. The announcement was made on
The closing is conditioned on customary approvals, including regulatory clearances and the approval of the Merger Agreement by Hillenbrand’s shareholders. Hillenbrand plans to file a proxy statement with the SEC, and shareholders will receive the definitive materials before any vote.
The company also highlighted risks typical of such transactions, including potential termination scenarios, financing contingencies for the buyer’s affiliates, regulatory review outcomes, possible litigation, and transaction-related costs.
FAQ
What is the current stock price of Hillenbrand (HI)?
What is the market cap of Hillenbrand (HI)?
