Trexquant Investment 13F: Adds $6.1M to AIT Stake

Trexquant Investment Boosts Applied Industrial Technologies Stake

Trexquant Investment expanded its portfolio exposure to Applied Industrial Technologies, Inc. (NYSE: AIT) by lifting its share count by 42.9% during its reporting period ended May 15, 2026, according to a Form 13F filing with the Securities and Exchange Commission. Because 13F filings look backward at holdings from the end of the quarter, this disclosure reflects past activity and might not show the fund's exact current position today.

Portfolio Position Changes for the Fund

The quantitative investment manager grew its holdings by adding 18,101 shares of the industrial distributor to its books. That addition brought Trexquant's total stake to 60,199 shares. Based on the cost basis and market prices around the filing period, that ending block of shares carried a total calculated value of approximately $20.39 million.

Applied Industrial Technologies Stock Performance

Shares of Applied Industrial Technologies trade near $338.70, hovering close to the 50-day moving average of $337.59 while remaining well above the 200-day moving average of $299.99. The stock has seen a 52-week trading range spanning from a low of $238.34 up to a high of $374.80. The company carries a trailing price-to-earnings ratio of 29.29 and a forward price-to-earnings ratio of 24.22.

Solid Quarterly Earnings and Profitability

For its recent financial reporting periods, Applied Industrial Technologies generated total revenue of $4.97 billion, reflecting a year-over-year revenue growth rate of 10.4%. Profitability metrics show a net profit margin of 8.34% alongside a strong return on equity of 22.37%. The company reports basic earnings per share of $10.94, with its next scheduled earnings release slated for October 27, 2026.

Regular Dividend Payments for Shareholders

Income-focused investors track the company's annual dividend payout of $2.04 per share, which translates to a dividend yield of 0.63%. The firm maintains a conservative dividend payout ratio of 17.72%, leaving plenty of earnings retained inside the business for reinvestment and operations.

Recent Analyst Rating Updates

Research firms have kept an optimistic tone on the industrial distributor through mid-2026. On July 21, 2026, Mizuho maintained an outperform rating while raising its price target to $355.00 from $330.00. Later on August 14, 2026, Baird kept an outperform rating and lifted its target all the way to $400.00 from $317.00. On the same date, KeyBanc maintained its overweight rating with a $420.00 price target, up from $375.00. B of A Securities also maintained a buy rating on August 14, 2026, pushing its target to $390.00 from $380.00, while Oppenheimer kept an outperform rating with a $390.00 target. DA Davidson maintained a buy rating on August 14, 2026, moving its target to $400.00 from $380.00, and later reiterated that buy stance on June 16, 2026, with a $380.00 target. Mizuho returned on October 15, 2026, to maintain its outperform rating with a $390.00 target, adjusting from a prior $400.00 goal. Overall, the stock holds a consensus recommendation key of strong buy with six analyst opinions backing a mean price target of $400.00.

Inside Applied Industrial Technologies Operations

Headquartered in Cleveland, Ohio, Applied Industrial Technologies operates as a major distributor of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies across North America and international markets. The company serves industrial clients through two primary operating units: the Service Center segment and the Engineered Solutions segment. These operations support factories, equipment builders, and maintenance teams with essential components ranging from bearings and conveyor belts to advanced machine vision systems.

What to Watch Next for AIT

Investors tracking Trexquant Investment and Applied Industrial Technologies will look toward the upcoming October earnings report for updated financial results. Future quarterly 13F filings will also reveal whether quantitative funds like Trexquant continue adding to their industrial sector holdings or decide to take profits following recent price gains.