Hyster-Yale Materials Handling (HY)

• Market cap: $883M
• 1 day: 1.39%
• 5 days: -8.24%
• 1 month: -6.93%
• 3 months: -18.35%
• 6 months: -30.10%
• Year to date: -19.76%
• 1 year: -13.48%
• 5 years: -12.92%
• 10 years: -30.72%
• Sector: Industrials
• Industry: Industrial Trucks, Tractors, Trailers & Stackers

About: Hyster-Yale Materials Handling Inc designs, engineers, manufactures, sells and services a comprehensive line of lift trucks, attachments, aftermarket parts and technology solutions marketed globally primarily under the Hyster and Yale brand names.

Employees: 8,600

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

36% more call options, than puts

Call options by funds: $892K | Put options by funds: $656K

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

4% more funds holding

Funds holding: 175 [Q2] → 182 (+7) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

1.82% less ownership

Funds ownership: 62.36% [Q2] → 60.54% (-1.82%) [Q3]

11% less capital invested

Capital invested by funds: $609M [Q2] → $542M (-$67.7M) [Q3]

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $70 39% upside
• Avg. target: $70 39% upside
• High target: $70 39% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Roth MKM Chip Moore 36% 1-year accuracy 10 / 28 met price target

39% upside $70

Buy Maintained

6 Nov 2024