Boardroom Alpha
Meeting calendar
AIT · Annual meeting · Tuesday, October 20, 2026

Applied Industrial Technologies Inc

3 nominees · 3 ballot items.

Shareholders will elect three directors, approve an advisory resolution on named executive officer compensation, and ratify Deloitte & Touche LLP as the independent registered public accounting firm for fiscal 2027.

Market cap
$11.9B
1Y TSR
+32.3%
Board grade
A-
Record date
Aug 24, 2026
Filing
DEF 14A
Meeting concluded · Oct 20, 2026

Follow how the vote landed and what changed on Applied Industrial Technologies Inc’s board — director track records, governance grades, and ongoing monitoring — on the Boardroom Alpha platform.

Proposals

On the ballot3

  1. 1

    Election of Three (3) Directors

    ManagementBoard: FOR

    Elect Robert J. Pagano, Jr., Neil A. Schrimsher, and Pamela J. Tomczik to three-year director terms expiring in 2029.

  2. 2

    Advisory (Nonbinding) Vote to Approve Executive Compensation

    ManagementBoard: FOR

    Approve, on a nonbinding advisory basis, the compensation paid to Applied’s named executive officers as disclosed in the proxy statement, including the compensation discussion and analysis, tables, and related narrative disclosure.

    More detail

    Proposal 2 asks shareholders to approve, on a nonbinding advisory basis, the compensation paid to Applied Industrial Technologies’ named executive officers as disclosed under Item 402 of Regulation S-K. The resolution covers the Compensation Discussion and Analysis, compensation tables, and related narrative disclosure rather than any single compensation element. Management seeks approval as an annual shareholder assessment of the company’s executive compensation objectives, policies, and practices. The program combines base salary, annual cash incentives, and equity-based long-term incentives consisting of performance shares, stock appreciation rights, and restricted stock units. Applied emphasizes that a majority of targeted NEO compensation is incentive-based and that long-term incentives are tied to operating performance, stock-price appreciation, and retention. The company targets compensation generally around peer-company market medians while allowing realized pay to vary with financial performance and stock-price results. The proxy highlights fiscal 2026 performance, including record sales, net income above the incentive goal, and long-term performance-share outcomes that varied by award tranche. Management also points to governance safeguards such as independent compensation oversight, an independent consultant, stock ownership and retention guidelines, anti-hedging and anti-pledging rules, clawbacks, limits on awards, and annual compensation-risk reviews. Shareholders approved the prior year’s say-on-pay proposal with 98% of shares cast in favor, and the Committee states that it considered that support in maintaining the program. The Board recommends a FOR vote because it believes the program aligns executive interests with long-term shareholder value and appropriately rewards performance while supporting recruitment and retention.

  3. 3

    Vote to Ratify the Appointment of the Company’s Independent Registered Public Accounting Firm

    ManagementBoard: FOR

    Ratify the Audit Committee’s appointment of Deloitte & Touche LLP as Applied’s independent registered public accounting firm for the fiscal year ending June 30, 2027.

Director elections

Nominees on the ballot3

Independent
Tenure on this board
9.2 yrs
Also a director at
Watts Water Technologies Inc (WTS)
Not independent
Tenure on this board
15.0 yrs
Also a director at
Ralliant Corp (RAL)
Ownership

Top institutional holders10

Latest 13F quarter
1VANGUARD PORTFOLIO MANAGEMENT LLC5.8%2,111,426$714M
2BlackRock, Inc.5.5%2,012,901$681M
3VANGUARD CAPITAL MANAGEMENT LLC4.5%1,666,903$564M
4AQR CAPITAL MANAGEMENT LLC3.6%1,339,185$450M
5BlackRock, Inc.3.4%1,257,393$425M
6STATE STREET CORP3.3%1,225,877$414M
7FIRST TRUST ADVISORS LP2.7%1,007,223$341M
8FULLER & THALER ASSET MANAGEMENT, INC.2.4%893,709$302M
9GEODE CAPITAL MANAGEMENT, LLC2.2%792,886$268M
10DIMENSIONAL FUND ADVISORS LP1.8%669,459$226M
Filings

Recent key filings

Periodic reports
Definitive proxies
Reference

Frequently asked questions

When is the Applied Industrial Technologies Inc 2026 annual meeting?
Applied Industrial Technologies Inc (AIT) holds its 2026 annual shareholder meeting on Tuesday, October 20, 2026.
What is the record date for the Applied Industrial Technologies Inc 2026 meeting?
The record date for the Applied Industrial Technologies Inc 2026 meeting is Monday, August 24, 2026. Shareholders of record on or before that date are eligible to vote.
Who are the director nominees for Applied Industrial Technologies Inc's 2026 meeting?
The board is presenting 3 director nominees at the Applied Industrial Technologies Inc 2026 meeting, listed with their independence status and background.
What proposals will shareholders vote on at the Applied Industrial Technologies Inc 2026 meeting?
Shareholders will vote on 3 proposals at the Applied Industrial Technologies Inc 2026 meeting, each tagged with who proposed it and the board's recommendation.
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