Hyster-Yale (NYSE:HY) Shares Down 10.4% on Disappointing Earnings

Hyster-Yale, Inc. (NYSE:HY) traded down 10.4% during mid-day trading on Wednesday following a dissappointing earnings announcement. The company traded as low as $32.01 and last traded at $34.40. 50,753 shares traded hands during mid-day trading, a decline of 49% from the average session volume of 99,741 shares. The stock had previously closed at $38.40.

The industrial products company reported ($2.06) earnings per share for the quarter, missing the consensus estimate of ($1.20) by ($0.86). Hyster-Yale had a negative net margin of 1.59% and a negative return on equity of 5.95%. The firm had revenue of $923.20 million during the quarter, compared to analyst estimates of $916.43 million.

Hyster-Yale Announces Dividend

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

Trending Headlines about 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

Analyst Ratings Changes

A number of equities research analysts have recently commented on the company. Roth Mkm set a $40.00 price objective on Hyster-Yale in a research report on Thursday, November 6th. Weiss Ratings restated a “hold (c-)” rating on shares of Hyster-Yale in a report on Thursday, January 22nd. Finally, Northland Securities upgraded shares of 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. One investment analyst has rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $45.00.

Institutional Trading of Hyster-Yale

A number of institutional investors have recently added to or reduced their stakes in HY. American Century Companies Inc. boosted its stake in shares of Hyster-Yale by 8.1% during the 2nd quarter. American Century Companies Inc. now owns 327,204 shares of the industrial products company’s stock valued at $13,016,000 after buying an additional 24,389 shares during the last quarter. Bastion Asset Management Inc. bought a new stake in shares of Hyster-Yale in the second quarter worth $1,014,000. Y Intercept Hong Kong Ltd acquired a new stake in Hyster-Yale in the second quarter valued at $981,000. Acadian Asset Management LLC boosted its stake in Hyster-Yale by 18.2% during the 2nd quarter. Acadian Asset Management LLC now owns 190,471 shares of the industrial products company’s stock valued at $7,566,000 after acquiring an additional 29,312 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in Hyster-Yale by 21.2% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 22,477 shares of the industrial products company’s stock worth $894,000 after acquiring an additional 3,931 shares in the last quarter. 46.47% of the stock is owned by hedge funds and other institutional investors.

Hyster-Yale Price Performance

The company has a market cap of $670.55 million, a P/E ratio of -11.12 and a beta of 1.54. The company’s 50-day moving average price is $34.78 and its two-hundred day moving average price is $34.59. The company has a current ratio of 1.39, a quick ratio of 0.68 and a debt-to-equity ratio of 0.47.

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.