AIT Smart Money
Applied Industrial Technologies, Inc.
1W: -10.1%
1M: -11.8%
3M: -10.9%
YTD: +15.1%
1Y: +15.1%
3Y: +97.6%
5Y: +220.6%
$297.58
-27.10 (-8.35%)
Weekly Expected Move ±4.0%
$291
$304
$317
$330
$343
Credit Risk of going bust: lower than 93% of companies Debt: 2.5% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.49 (down 99.8%), Applied Industrial Technologies, Inc. would be worth roughly what it owes.
Total debt $282.3M against a stock market value of $10.93B.
Distance to default 16.07 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $141.2M (short-term plus half of long-term), stock volatility 27.5%; Altman Z'' 5.31. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.49 (down 99.8%), Applied Industrial Technologies, Inc. would be worth roughly what it owes.
Total debt $282.3M against a stock market value of $10.93B.
Distance to default 16.07 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $141.2M (short-term plus half of long-term), stock volatility 27.5%; Altman Z'' 5.31. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026673
Institutions Holding
+39 vs prior
107.1%
Ownership
+24.75%
100
New
229
Increased
259
Reduced
50
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-20 | Olosky Michael | director | A-Grant/Award | 110 | $— | $0 | Filing |
| 2026-09-30 | Wallace Peter C | director | A-Grant/Award | 4 | $323.98 | $1K | Filing |
| 2026-08-26 | Wallace Peter C | director | S-Sale | 1,904 | $340.45 | $648K | Filing |
| 2026-08-18 | Wells David K. | officer: vice president-cfo & treasurer | S-Sale | 1,812 | $355.10 | $643K | Filing |
| 2026-08-18 | Vasquez Jason W | officer: vp-sales & marketing-ussc | F-Tax Withholding | 2,774 | $354.35 | $983K | Filing |
| 2026-08-11 | Wells David K. | officer: vice president-cfo & treasurer | A-Grant/Award | 651 | $— | $0 | Filing |
| 2026-08-11 | Schrimsher Neil A | officer: president and ceo | A-Grant/Award | 3,089 | $— | $0 | Filing |
| 2026-08-11 | Schrimsher Neil A | officer: president and ceo | A-Grant/Award | 10,313 | $— | $0 | Filing |
| 2026-08-11 | Schrimsher Neil A | officer: president and ceo | F-Tax Withholding | 4,876 | $352.35 | $1.7M | Filing |
| 2026-08-11 | Loring Kurt W. | officer: vp-chief hr officer | A-Grant/Award | 458 | $— | $0 | Filing |
| 2026-08-11 | Loring Kurt W. | officer: vp-chief hr officer | A-Grant/Award | 1,294 | $— | $0 | Filing |
| 2026-08-11 | Loring Kurt W. | officer: vp-chief hr officer | F-Tax Withholding | 628 | $352.35 | $221K | Filing |
| 2026-08-11 | Hoffner Warren E III | officer: vp, general mgr-fluid power | A-Grant/Award | 1,157 | $— | $0 | Filing |
| 2026-08-11 | Wells David K. | officer: vice president-cfo & treasurer | A-Grant/Award | 1,870 | $— | $0 | Filing |
| 2026-08-11 | Wells David K. | officer: vice president-cfo & treasurer | F-Tax Withholding | 887 | $352.35 | $313K | Filing |
| 2026-08-11 | Hoffner Warren E III | officer: vp, general mgr-fluid power | F-Tax Withholding | 320 | $352.35 | $113K | Filing |
| 2026-08-11 | Vasquez Jason W | officer: vp-sales & marketing-ussc | A-Grant/Award | 375 | $— | $0 | Filing |
| 2026-08-11 | Vasquez Jason W | officer: vp-sales & marketing-ussc | A-Grant/Award | 1,028 | $— | $0 | Filing |
| 2026-08-11 | Vasquez Jason W | officer: vp-sales & marketing-ussc | F-Tax Withholding | 341 | $352.35 | $120K | Filing |
| 2026-08-11 | Ploetz Jon S | officer: vp-general counsel & secretary | A-Grant/Award | 375 | $— | $0 | Filing |
| 2026-08-11 | Ploetz Jon S | officer: vp-general counsel & secretary | A-Grant/Award | 1,023 | $— | $0 | Filing |
| 2026-08-11 | Ploetz Jon S | officer: vp-general counsel & secretary | F-Tax Withholding | 450 | $352.35 | $159K | Filing |
| 2026-08-11 | TOMCZIK PAMELA J | director | A-Grant/Award | 234 | $— | $0 | Filing |
| 2026-08-11 | Hoffner Warren E III | officer: vp, general mgr-fluid power | A-Grant/Award | 394 | $— | $0 | Filing |
| 2026-08-11 | Wagner Richard M | officer: chief accounting officer | A-Grant/Award | 215 | $— | $0 | Filing |
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-02-04 | Markwayne Mullin | Senate | Sell | $1,001 - $15,000 | Filing |
| 2025-12-18 | Markwayne Mullin | Senate | Sell | $15,001 - $50,000 | Filing |
| 2025-12-18 | Markwayne Mullin | Senate | Sell | $15,001 - $50,000 | Filing |
| 2025-12-18 | Markwayne Mullin | Senate | Sell | $15,001 - $50,000 | Filing |
| 2025-12-18 | Markwayne Mullin | Senate | Sell | $15,001 - $50,000 | Filing |
| 2025-02-03 | Markwayne Mullin | Senate | Buy | $1,001 - $15,000 | Filing |
| 2025-02-03 | Markwayne Mullin | Senate | Buy | $1,001 - $15,000 | Filing |
| 2025-01-02 | Markwayne Mullin | Senate | Buy | $15,001 - $50,000 | Filing |
| 2025-01-02 | Markwayne Mullin | Senate | Buy | $15,001 - $50,000 | Filing |
| 2025-01-02 | Markwayne Mullin | Senate | Buy | $15,001 - $50,000 | Filing |
| 2025-01-02 | Markwayne Mullin | Senate | Buy | $15,001 - $50,000 | Filing |
| 2024-11-22 | Michael McCaul | House | Sell | $50,001 - $100,000 | Filing |
| 2024-10-28 | Michael McCaul | House | Sell | $15,001 - $50,000 | Filing |
| 2024-10-28 | Michael McCaul | House | Sell | $15,001 - $50,000 | Filing |
| 2024-08-26 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2023-11-01 | Michael McCaul | House | Buy | $15,001 - $50,000 | Filing |
| 2023-11-01 | Michael McCaul | House | Buy | $15,001 - $50,000 | Filing |
| 2023-09-26 | Michael McCaul | House | Sell | $15,001 - $50,000 | Filing |
| 2023-09-26 | Michael McCaul | House | Sell | $15,001 - $50,000 | Filing |
| 2022-12-14 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2022-12-14 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2022-02-15 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2022-02-15 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2021-12-14 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2020-11-18 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,953,290 | $1.3B | +114,726 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,111,426 | $714M | -11,012 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,666,903 | $564M | -2,892 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 1,343,397 | $452M | +423,786 | 2026-06-30 | Filing |
| STATE STREET CORP | 1,225,877 | $414M | +18,654 | 2026-06-30 | Filing |
| FIRST TRUST ADVISORS LP | 1,007,223 | $341M | +28,383 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 939,318 | $318M | +38,690 | 2026-06-30 | Filing |
| FULLER & THALER ASSET MANAGEMENT, INC. | 893,709 | $302M | +331,034 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 720,985 | $244M | -264 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 631,562 | $214M | -122,998 | 2026-06-30 | Filing |
| NORGES BANK | 579,746 | $196M | +579,746 | 2026-06-30 | Filing |
| FMR LLC | 574,402 | $194M | +67,860 | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 519,066 | $176M | +28,913 | 2026-06-30 | Filing |
| Alyeska Investment Group, L.P. | 503,070 | $170M | -99,697 | 2026-06-30 | Filing |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA | 491,374 | $168M | +191,778 | 2026-06-30 | Filing |
| Capital Research Global Investors | 462,155 | $156M | -30,651 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 458,994 | $155M | -11,392 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 458,994 | $155M | +458,994 | 2026-06-30 | Filing |
| Invesco Ltd. | 442,909 | $150M | +68,022 | 2026-06-30 | Filing |
| Boston Trust Walden Corp | 427,345 | $145M | -12,091 | 2026-06-30 | Filing |