AIT
Applied Industrial Technologies, Inc.Industrials · $12.4B market cap
Verdict
Share price
$343.45
close of Oct 3, 2026
Fair value
$202.89
Sticker Price
Payback Price
$81.16
buy price
AIT is Overpriced: at $343.45 it trades 69% above its fair value of $202.89. Its buy price (Payback Price) is $81.16, 76% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 4% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
3 of 5 clear the 10% bar. What are the Big Five?
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1 of the investors we track holds AIT. In Q2 2026, 1 trimmed. Who we track
Moves in Q2 2026
Trimmed: Henry Ellenbogen
Insider activity
Since Jun 18, 2026: no open-market purchases, 3 sales worth $2.6M and 37 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Wallace Peter C
director · 2026-08-26
Sold
$648K
Wells David K.
Vice President-CFO & Treasurer · 2026-08-18
Sold
$643K
Andrews Madhuri A
director · 2026-06-18
Sold
$1.3M
Other filings
Vasquez Jason W
VP-Sales & Marketing-USSC · 2026-08-18
Tax withholding
$983K
Vasquez Jason W
VP-Sales & Marketing-USSC · 2026-08-18
Option exercise
$415K
Ploetz Jon S
VP-General Counsel & Secretary · 2026-08-11
Award
$437K
Ploetz Jon S
VP-General Counsel & Secretary · 2026-08-11
Award
375 shares
Ploetz Jon S
VP-General Counsel & Secretary · 2026-08-11
Tax withholding
$159K
Show all 37 other filingsShow fewer
Ploetz Jon S
VP-General Counsel & Secretary · 2026-08-11
Award
1,023 shares
Wells David K.
Vice President-CFO & Treasurer · 2026-08-11
Award
$759K
Wells David K.
Vice President-CFO & Treasurer · 2026-08-11
Award
651 shares
Wells David K.
Vice President-CFO & Treasurer · 2026-08-11
Tax withholding
$313K
Wells David K.
Vice President-CFO & Treasurer · 2026-08-11
Award
1,870 shares
Vasquez Jason W
VP-Sales & Marketing-USSC · 2026-08-11
Award
$437K
Vasquez Jason W
VP-Sales & Marketing-USSC · 2026-08-11
Award
375 shares
Vasquez Jason W
VP-Sales & Marketing-USSC · 2026-08-11
Tax withholding
$120K
Vasquez Jason W
VP-Sales & Marketing-USSC · 2026-08-11
Award
1,028 shares
Schrimsher Neil A
President and CEO · 2026-08-11
Award
$3.6M
Schrimsher Neil A
President and CEO · 2026-08-11
Award
3,089 shares
Schrimsher Neil A
President and CEO · 2026-08-11
Tax withholding
$1.7M
Schrimsher Neil A
President and CEO · 2026-08-11
Award
10,313 shares
Loring Kurt W.
VP-Chief HR Officer · 2026-08-11
Award
$533K
Loring Kurt W.
VP-Chief HR Officer · 2026-08-11
Award
458 shares
Loring Kurt W.
VP-Chief HR Officer · 2026-08-11
Tax withholding
$221K
Loring Kurt W.
VP-Chief HR Officer · 2026-08-11
Award
1,294 shares
Hoffner Warren E III
VP, General Mgr-Fluid Power · 2026-08-11
Award
$460K
Hoffner Warren E III
VP, General Mgr-Fluid Power · 2026-08-11
Award
394 shares
Hoffner Warren E III
VP, General Mgr-Fluid Power · 2026-08-11
Tax withholding
$113K
Hoffner Warren E III
VP, General Mgr-Fluid Power · 2026-08-11
Award
1,157 shares
Wagner Richard M
Chief Accounting Officer · 2026-08-11
Award
215 shares
Wagner Richard M
Chief Accounting Officer · 2026-08-11
Award
$486K
TOMCZIK PAMELA J
director · 2026-08-11
Award
234 shares
Wells David K.
Vice President-CFO & Treasurer · 2026-08-08
Tax withholding
$206K
Vasquez Jason W
VP-Sales & Marketing-USSC · 2026-08-08
Tax withholding
$79K
Schrimsher Neil A
President and CEO · 2026-08-08
Tax withholding
$778K
Ploetz Jon S
VP-General Counsel & Secretary · 2026-08-08
Tax withholding
$105K
Loring Kurt W.
VP-Chief HR Officer · 2026-08-08
Tax withholding
$146K
Hoffner Warren E III
VP, General Mgr-Fluid Power · 2026-08-08
Tax withholding
$74K
Wallace Peter C
director · 2026-07-12
J-Other
$191K
Wallace Peter C
director · 2026-06-30
Award
$2K
About Applied Industrial Technologies, Inc.
Applied Industrial Technologies, Inc. (AIT) is a prominent distributor specializing in advanced solutions for industrial motion, power, control, and automation. Its operational footprint extends across North America, Australia, New Zealand, and Singapore. The company structures its operations into two main divisions: Service Center Based Distribution and Fluid Power & Flow Control. AIT's extensive product portfolio…
Industrial - Distribution
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works