Hyster-Yale Materials Handling (HY)

Bolzoni Auramo Canada Ltd. • Bolzoni Auramo Inc. • Bolzoni Auramo Pty Ltd. • Bolzoni Capital UK, Limited • Bolzoni (Hebei) Forks Manufacturing Co. Ltd. • Bolzoni Holding Srl • Bolzoni Ltd. • Bolzoni Machining S.r.l. • Bolzoni Portugal Lda. • Bolzoni Sarl ...

IRS number

311637659

HY stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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8-K

Departure of Directors or Certain Officers

16 Dec 25

8-K

Hyster-yale Announces Cost Reduction Actions Amid Challenging Market Conditions

19 Nov 25

8-K

Results of Operations and Financial Condition

4 Nov 25

8-K

Results of Operations and Financial Condition

4 Nov 25

Announces Third Quarter 2025 Results

4 Nov 25

8-K

Results of Operations and Financial Condition

5 Aug 25

8-K

Results of Operations and Financial Condition

5 Aug 25

Announces Second Quarter 2025 Results

5 Aug 25

Latest ownership filings

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SCHEDULE 13G/A

Beneficial ownership report (amended)

Financial summary

Financial statements Chart HY financial data

Quarter (USD)	Sep 25	Jun 25	Mar 25	Dec 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	71.10 mm	71.10 mm	71.10 mm	71.10 mm	71.10 mm	71.10 mm
Cash burn (monthly)	(no burn)	375.00 k	1.53 mm	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	1.61 mm	6.60 mm	n/a	n/a	n/a
Cash remaining	n/a	69.49 mm	64.50 mm	n/a	n/a	n/a
Runway (months of cash)	n/a	185.3	42.1	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

HY institutional ownership history Ownership history

48.0% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	178	185	-3.8%
Opened positions	25	31	-19.4%
Closed positions	32	23	+39.1%
Increased positions	56	55	+1.8%
Reduced positions	65	65	–

13F shares	Current	Prev Q	Change
Total value	414.96 bn	496.39 bn	-16.4%
Total shares	8.52 mm	8.49 mm	+0.3%
Total puts	3.90 k	9.70 k	-59.8%
Total calls	2.10 k	13.80 k	-84.8%
Total put/call ratio	1.9	0.7	+164.2%

Largest owners	Shares	Value	Change
Vanguard	1.11 mm	$56.66 bn	-0.6%
BLK BlackRock	876.75 k	$44.65 bn	-0.6%
Gamco Investors	847.26 k	$43.15 bn	-1.9%
Dimensional Fund Advisors	515.81 k	$26.27 bn	+1.1%
STT State Street	295.04 k	$15.03 bn	-7.7%
American Century Companies	274.92 k	$14.00 bn	+15.8%
Valueworks	256.34 k	$13.06 bn	-5.4%
Geode Capital Management	255.32 k	$13.01 bn	-0.2%
Fuller & Thaler Asset Management	218.06 k	$11.11 bn	-1.0%
MS Morgan Stanley	207.93 k	$10.59 bn	-1.9%

Largest transactions	Shares	Bought/sold	Change
FHI Federated Hermes	140.93 k	-66.44 k	-32.0%
First Trust Advisors	64.10 k	+64.10 k	NEW
Citadel Advisors	95.83 k	+53.71 k	+127.5%
Brandywine Global Investment Management	0.00	-49.26 k	EXIT
JPM JPMorgan Chase & Co.	63.23 k	+39.42 k	+165.5%
American Century Companies	274.92 k	+37.43 k	+15.8%
Renaissance Technologies	80.90 k	+35.00 k	+76.3%
Zacks Investment Management	0.00	-32.06 k	EXIT
Brightline Capital Management	30.00 k	+30.00 k	NEW
Segall Bryant & Hamill	0.00	-29.96 k	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

HY insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	#Shares	#Remaining
2 Jan 26	Batcheler Colleen	Class A Common Stock	Grant	Acquire A	Yes	No	1,136	7,952
2 Jan 26	Bemowski James	Class A Common Stock	Grant	Acquire A	No	No	1,136	19,819
2 Jan 26	Butler John C JR	Class A Common Stock	Grant	Acquire A	Yes	No	1,136	58,121
2 Jan 26	Collar Gary L	Class A Common Stock	Grant	Acquire A	No	No	765	8,630
2 Jan 26	Collar Gary L	Class A Common Stock	Grant	Acquire A	No	No	1,136	7,865
2 Jan 26	Corvi Carolyn	Class A Common Stock	Grant	Acquire A	No	No	1,136	27,321

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.