Hyster-Yale (NYSE:HY) Raised to Outperform at Northland Securities

Hyster-Yale (NYSE:HY) was upgraded by investment analysts at Northland Securities from a “market perform” rating to an “outperform” rating in a research report issued on Monday, Marketbeat.com reports. The firm presently has a $50.00 price objective on the industrial products company’s stock. Northland Securities’ price target suggests a potential upside of 29.77% from the stock’s current price.

A number of other equities analysts have also recently issued reports on HY. Roth Mkm set a $40.00 price objective on Hyster-Yale in a report on Thursday, November 6th. Weiss Ratings reissued a “hold (c-)” rating on shares of Hyster-Yale in a research note on Thursday, January 22nd. One investment 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, Hyster-Yale presently has a consensus rating of “Hold” and a consensus target price of $45.00.

Hyster-Yale Stock Performance

Hyster-Yale stock opened at $38.53 on Monday. Hyster-Yale has a 1-year low of $26.41 and a 1-year high of $46.87. The company’s 50-day moving average is $34.64 and its 200 day moving average is $34.57. The firm has a market capitalization of $683.14 million, a P/E ratio of 275.23 and a beta of 1.54. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.39 and a quick ratio of 0.68.

Institutional Investors Weigh In On Hyster-Yale

Large investors have recently bought and sold shares of the stock. Amundi boosted its stake in shares of Hyster-Yale by 10.1% in the 1st quarter. Amundi now owns 4,844 shares of the industrial products company’s stock valued at $201,000 after buying an additional 444 shares during the period. AQR Capital Management LLC raised its holdings in Hyster-Yale by 110.6% in the first quarter. AQR Capital Management LLC now owns 79,582 shares of the industrial products company’s stock valued at $3,306,000 after acquiring an additional 41,795 shares in the last quarter. Millennium Management LLC lifted its stake in Hyster-Yale by 20.5% in the first quarter. Millennium Management LLC now owns 119,560 shares of the industrial products company’s stock worth $4,967,000 after acquiring an additional 20,305 shares during the last quarter. Empowered Funds LLC grew its holdings in Hyster-Yale by 99.6% during the 1st quarter. Empowered Funds LLC now owns 48,701 shares of the industrial products company’s stock worth $2,023,000 after acquiring an additional 24,302 shares in the last quarter. Finally, Jane Street Group LLC increased its position in shares of Hyster-Yale by 19.8% in the 1st quarter. Jane Street Group LLC now owns 35,034 shares of the industrial products company’s stock valued at $1,455,000 after purchasing an additional 5,802 shares during the last quarter. Hedge funds and other institutional investors own 46.47% of the company’s stock.

Key Headlines Impacting Hyster-Yale

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

• Positive Sentiment: Broker upgrade: Northland Securities upgraded Hyster‑Yale from “market perform” to “outperform” and set a $50 price target, signaling analyst confidence in recovery upside. Finviz: Northland Upgrade
• Positive Sentiment: Bookings rebound: Q4 bookings rose 42% sequentially and 35% YoY, which management cites as possible early evidence of demand recovery in the Americas. PR Newswire: Q4 and FY2025 Results
• Positive Sentiment: Improving cash flow: Q4 operating cash flow increased to $57M driven by better inventory efficiency, supporting liquidity as volumes recover. PR Newswire: Q4 and FY2025 Results
• Neutral Sentiment: Revenue modestly beat: Q4 revenue was $923.2M versus ~$916.4M expected — a slight upside but not enough to offset the earnings shortfall. Zacks: Q4 Revenue Beat
• Neutral Sentiment: Disclosure update: Hyster‑Yale plans to expand access to historical quarterly financial disclosures — improves transparency but is unlikely to move the stock materially on its own. TipRanks: Disclosure Access Expansion
• Negative Sentiment: Big EPS miss and operating loss: Hyster‑Yale reported a Q4 loss of $2.06/share versus consensus loss of $1.20, and a Q4 operating loss of $37M — a clear near‑term earnings disappointment. Press Release: Q4 and FY2025 Results PDF
• Negative Sentiment: Tariff headwinds and weaker shipments: Management said tariffs shaved roughly $40M from Q4 results and ~$100M for the year; shipments were weak, pressuring margins and near‑term profitability. PR Newswire: Q4 and FY2025 Results

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.