Hyster-Yale (NYSE:HY) Announces Earnings Results

Hyster-Yale (NYSE:HY) announced its quarterly earnings results on Tuesday. The industrial products company reported ($2.06) earnings per share for the quarter, missing analysts’ consensus estimates of ($1.20) by ($0.86), FiscalAI reports. Hyster-Yale had a negative net margin of 1.59% and a negative return on equity of 5.95%. The company had revenue of $923.20 million during the quarter, compared to analyst estimates of $916.43 million.

Hyster-Yale Trading Down 1.5%

Shares of HY opened at $37.82 on Thursday. Hyster-Yale has a 12 month low of $26.41 and a 12 month high of $46.87. The stock’s 50-day moving average is $34.78 and its two-hundred day moving average is $34.59. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.39 and a quick ratio of 0.68. The stock has a market cap of $670.55 million, a PE ratio of -11.12 and a beta of 1.54.

Hyster-Yale Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be given a $0.36 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a $1.44 annualized dividend and a yield of 3.8%. Hyster-Yale’s dividend payout ratio (DPR) is 1,028.57%.

Hedge Funds Weigh In On Hyster-Yale

A number of institutional investors and hedge funds have recently bought and sold shares of HY. Mackenzie Financial Corp raised its stake in shares of Hyster-Yale by 34.6% during the fourth quarter. Mackenzie Financial Corp now owns 47,048 shares of the industrial products company’s stock valued at $1,397,000 after purchasing an additional 12,104 shares during the period. Empowered Funds LLC increased its stake in Hyster-Yale by 10.6% during the 4th quarter. Empowered Funds LLC now owns 66,609 shares of the industrial products company’s stock worth $1,979,000 after buying an additional 6,408 shares during the period. XTX Topco Ltd acquired a new position in Hyster-Yale in the 4th quarter worth $405,000. Susquehanna Fundamental Investments LLC acquired a new position in Hyster-Yale in the 4th quarter worth $696,000. Finally, Millennium Management LLC boosted its position in Hyster-Yale by 1.5% in the 4th quarter. Millennium Management LLC now owns 224,251 shares of the industrial products company’s stock valued at $6,662,000 after buying an additional 3,401 shares during the last quarter. Hedge funds and other institutional investors own 46.47% of the company’s stock.

Wall Street Analysts Forecast Growth

HY has been the topic of several research reports. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Hyster-Yale in a research report on Thursday, January 22nd. Northland Securities upgraded Hyster-Yale from a “market perform” rating to an “outperform” rating and set a $50.00 price objective on the stock in a report on Monday. Finally, Roth Mkm set a $40.00 price objective on Hyster-Yale in a research note on Thursday, November 6th. One analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $45.00.

Key Headlines Impacting Hyster-Yale

Here are the key news stories impacting Hyster-Yale this week:

• Positive Sentiment: Management outlined an $85M–$100M annual cost‑savings target by 2028 to improve margins and offset tariff pressure; this is a multi‑year structural improvement plan that could materially boost operating leverage if executed. Hyster‑Yale outlines $85M–$100M annual savings by 2028
• Positive Sentiment: Q4 bookings strengthened sharply (up 42% sequentially, 35% YoY) and operating cash flow rose to $57M; management expects shipment volumes to recover in H2‑2026 and forecasts a return to operating profit for full‑year 2026 as volumes improve. HYSTER‑YALE ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 RESULTS
• Positive Sentiment: Northland Securities upgraded HY to Outperform, providing near‑term analyst support that can help stabilize sentiment while execution on cost actions is underway. Hyster‑Yale Raised to Outperform at Northland Securities
• Neutral Sentiment: Transcript of the Q4 earnings call provides management commentary on tariff impacts, timing of margin recovery and the ramp‑up plans for H2‑2026; useful for judging credibility of the turnaround timeline. Hyster‑Yale Q4 2025 Earnings Call Transcript
• Neutral Sentiment: The company expanded access to historical quarterly disclosures — improves transparency but is unlikely to move the stock materially by itself. Hyster‑Yale Expands Historical Quarterly Financial Disclosure Access
• Neutral Sentiment: Coverage pieces discussing whether Wall Street’s bullish views justify buying HY — background on analyst sentiment rather than new fundamental information. Is It Worth Investing in Hyster‑Yale (HY) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Q4 EPS missed materially — reported loss of ($2.06) vs. consensus ($1.20) — and the quarter included roughly $40M of gross tariff costs; full‑year 2025 operating loss and weaker shipments weigh on near‑term earnings. Revenue slightly beat estimates but profit metrics disappointed. Hyster‑Yale (HY) Reports Q4 Loss, Beats Revenue Estimates
• Negative Sentiment: Industry report highlights a 13% decline in Hyster‑Yale’s 2025 revenues, underscoring the demand contraction and shipment weakness that contributed to the earnings shortfall. Hyster‑Yale revenues drop 13% in 2025

About Hyster-Yale

Hyster-Yale Materials Handling, Inc is a global manufacturer and distributor of a wide range of industrial lift trucks, container handlers and aftermarket parts and services. Operating under the Hyster and Yale brand names, the company designs, engineers and assembles counterbalanced lift trucks, narrow-aisle trucks and specialty vehicles for clients in distribution, manufacturing, retail and warehousing.

The company’s product portfolio includes electric, diesel and LPG-powered forklifts, as well as reach stackers, empty container handlers and terminal tractors.