HYNYSEIndustrial Trucks, Tractors, Trailors & StackersFiscal year ends December 31
HYSTER-YALE, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$27.88−1.33 (-4.55%)
Close on Oct 19, 2026
- Market cap
- $499.39M
- P/E (TTM)
- –
- Dividend yield
- 5.13%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
48.6%
9M of 18M shares
Institutional holders
152
21 new, 16 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Britton T. Taplin | 970,221 | 7.07% | 13D (active) amendment | Feb 13, 2024 |
| BlackRock, Inc. | 865,393 | 6.30% | 13G (passive) amendment | Dec 31, 2023 |
| GAMCO Asset Management Inc. | 819,887 | 5.70% | 13D (active) amendment | Nov 4, 2025 |
| Alfred M. Rankin, Jr. | 3,217,230 | 93.10% | 13D (active) amendment | Mar 12, 2025 |
| Victoire G. Rankin | 3,217,230 | 93.10% | 13D (active) amendment | Mar 12, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 937,868 | 5.23% | $32.88M | +29,356 | 0.00% |
| Gamco Investors, Inc. Et Al | 788,021 | 4.39% | $27.63M | −23,036 | 0.25% |
| Dimensional Fund Advisors LP | 495,257 | 2.76% | $17.36M | −92,426 | 0.00% |
| Vanguard Capital Management LLC | 467,943 | 2.61% | $16.41M | −7,848 | 0.00% |
| Deprince Race & Zollo Inc | 413,935 | 2.31% | $14.51M | +146,456 | 0.24% |
| American Century Companies Inc | 401,588 | 2.24% | $14.08M | −11,293 | 0.01% |
| Valueworks LLC | 397,633 | 2.22% | $13.94M | +2,250 | 2.91% |
| State Street Corp | 330,858 | 1.85% | $11.60M | +21,954 | 0.00% |
| Geode Capital Management, LLC | 296,593 | 1.65% | $10.40M | −630 | 0.00% |
| Russell Investments Group, Ltd. | 220,524 | 1.23% | $7.73M | +61,938 | 0.01% |
| Acadian Asset Management LLC | 218,980 | 1.22% | $7.67K | +40,778 | 0.01% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 203,657 | 1.14% | $7.13M | +39,750 | 0.01% |
| ProShare Advisors LLC | 195,376 | 1.09% | $6.85M | +3,308 | 0.01% |
| Jacobs Levy Equity Management, Inc | 162,280 | 0.91% | $5.69M | −10,713 | 0.02% |
| Goldman Sachs Group Inc | 128,665 | 0.72% | $4.51M | +9,079 | 0.00% |
| Millennium Management LLC | 125,212 | 0.70% | $4.39M | −11,173 | 0.00% |
| Morgan Stanley | 121,340 | 0.68% | $4.25M | −18,573 | 0.00% |
| Aqr Capital Management LLC | 120,640 | 0.67% | $4.23M | +12,440 | 0.00% |
| New York State Common Retirement Fund | 113,548 | 0.63% | $3.98M | +30,497 | 0.01% |
| Charles Schwab Investment Management Inc | 111,308 | 0.62% | $3.90M | +1,745 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 152 | 9M | 48.6% | 21 / 67 | 40 / 16 | 1M | 1M |
| Q1 2026 | 149 | 8M | 47.4% | 24 / 63 | 41 / 16 | 2M | 1M |
| Q4 2025 | 143 | 8M | 45.0% | 18 / 52 | 48 / 32 | 1M | 1M |
| Q3 2025 | 157 | 8M | 45.9% | 17 / 53 | 56 / 21 | 1M | 1M |
| Q2 2025 | 161 | 9M | 47.7% | 15 / 72 | 46 / 31 | 1M | 1M |
| Q1 2025 | 178 | 9M | 47.6% | 21 / 72 | 51 / 22 | 1M | 1M |
| Q4 2024 | 181 | 9M | 47.7% | 27 / 58 | 64 / 27 | 1M | 1M |
| Q3 2024 | 183 | 9M | 47.5% | 30 / 55 | 65 / 19 | 1M | 1M |
| Q2 2024 | 175 | 9M | 48.3% | 36 / 64 | 57 / 24 | 1M | 1M |
| Q1 2024 | 164 | 9M | 48.7% | 27 / 62 | 56 / 27 | 1M | 1M |
| Q4 2023 | 165 | 8M | 46.9% | 34 / 61 | 49 / 7 | 1M | 1M |
| Q3 2023 | 139 | 8M | 44.4% | 16 / 57 | 48 / 17 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 343,264 | 1.91% | $12.47M | 0.05% | May 31, 2026 |
| 1290 VT GAMCO Small Company Value Portfolio | 327,500 | 1.83% | $11.48M | 0.26% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 324,903 | 1.81% | $11.39M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 305,031 | 1.70% | $10.69M | 0.01% | Jun 30, 2026 |
| ProShares Russell 2000 Dividend Growers ETF | 186,824 | 1.04% | $6.79M | 1.04% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 132,782 | 0.74% | $4.66M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 125,006 | 0.70% | $4.18M | 0.01% | Jul 31, 2026 |
| Global X Autonomous & Electric Vehicles ETF | 115,552 | 0.64% | $4.20M | 0.88% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 115,304 | 0.64% | $4.04M | 0.03% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 97,929 | 0.55% | $3.43M | 0.06% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 75,753 | 0.42% | $2.66M | 0.11% | Jun 30, 2026 |
| Federated Hermes MDT Small Cap Core Fund | 69,088 | 0.39% | $2.31M | 0.10% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 67,748 | 0.38% | $2.26M | 0.01% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 64,357 | 0.36% | $2.15M | 0.01% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 63,014 | 0.35% | $2.29M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Alfred M. Et Al Rankin | Chairman, Director | 760,217 | 4.24% | Jun 17, 2026 |
| Pankaj P. Shah | VP, CIO and Digital Officer | 15,280 | 0.09% | May 21, 2026 |
| Jon C. Taylor | Officer of a Subsidiary | 16,062 | 0.09% | Mar 3, 2026 |
| Rajiv Prasad | Officer of a Subsidiary | 195,843 | 1.09% | Mar 3, 2026 |
| Charles F. Pascarelli | Officer of a Subsidiary | 63,258 | 0.35% | Mar 3, 2026 |
| Suzanne Schulze Taylor | Senior VP, GC and Secretary | 80,063 | 0.45% | Mar 3, 2026 |
| Dena McKee | VP, Controller and CAO | 3,852 | 0.02% | Mar 3, 2026 |
| Anthony J. Salgado | Officer of Subsidiary | 85,454 | 0.48% | Mar 3, 2026 |
| Matheus Thaumaturgo | President, APIC | – | – | Mar 7, 2025 |
| Scott Minder | SVP & Chief Financial Officer | 26,723 | 0.15% | Feb 19, 2025 |
| Carolyn Corvi | Director | 29,515 | 0.16% | Jul 6, 2026 |
| Dennis W. Labarre | Director | 48,363 | 0.27% | Jul 6, 2026 |
| Collar L. Gary | Director | 11,595 | 0.06% | Jul 6, 2026 |
| David B. Williams | Director | 1,050,697 | 5.86% | Jul 6, 2026 |
| James Bemowski | Director | 22,013 | 0.12% | Jul 6, 2026 |
| Edward T. Eliopoulos | Director | 31,261 | 0.17% | Jul 6, 2026 |
| John P. Jumper | Director | 30,167 | 0.17% | Jul 6, 2026 |
| Britton T. Taplin | Director | 725,465 | 4.05% | Jul 6, 2026 |
| Claiborne R. Rankin | Director | 762,312 | 4.25% | Jul 6, 2026 |
| John C. Butler Jr | Director | 834,092 | 4.65% | Jul 6, 2026 |
| Vincent Poor | Director | 23,781 | 0.13% | Jul 6, 2026 |
| Ann O'Hara | Director | 6,326 | 0.04% | Jul 6, 2026 |
| Colleen Batcheler | Director | 10,146 | 0.06% | Jul 6, 2026 |
| Helen Rankin Butler | – | 833,849 | 4.65% | Jul 6, 2026 |
| Clara R. Williams | – | 1,038,798 | 5.79% | Jul 6, 2026 |
| Chloe O. Rankin | – | 762,312 | 4.25% | Jul 6, 2026 |
| Victoire G. Rankin | – | 760,217 | 4.24% | Jun 17, 2026 |
| Elisabeth M. Rankin | – | 17,245 | 0.10% | Jun 17, 2026 |
| Alison A. Rankin | – | 1,049,390 | 5.85% | Jun 17, 2026 |
| Bedwell Butler 2002 Trust DTD 11/5/2002 Griffin | – | 36,011 | 0.20% | Jun 1, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David B. Williams Director | Jul 1, 2026 | Award | +1,055 | – | – | 25,704 |
| Britton T. Taplin Director | Jul 1, 2026 | Award | +1,055 | – | – | 390,447 |
| Helen Rankin Butler – | Jul 1, 2026 | Award | +1,055 | – | – | 60,315 |
| Collar L. Gary Director | Jul 1, 2026 | Award | +1,055 | – | – | 11,595 |
| Collar L. Gary Director | Jul 1, 2026 | Award | +770 | – | – | 12,365 |
| Clara R. Williams – | Jul 1, 2026 | Award | +1,055 | – | – | 25,704 |
| Dennis W. Labarre Director | Jul 1, 2026 | Award | +1,055 | – | – | 38,939 |
| Carolyn Corvi Director | Jul 1, 2026 | Award | +1,055 | – | – | 29,515 |
| Colleen Batcheler Director | Jul 1, 2026 | Award | +1,055 | – | – | 10,146 |
| Ann O'Hara Director | Jul 1, 2026 | Award | +1,055 | – | – | 6,326 |
| Vincent Poor Director | Jul 1, 2026 | Award | +1,055 | – | – | 23,781 |
| John C. Butler Jr Director | Jul 1, 2026 | Award | +1,055 | – | – | 60,315 |
| Chloe O. Rankin – | Jul 1, 2026 | Award | +1,055 | – | – | 246,575 |
| Claiborne R. Rankin Director | Jul 1, 2026 | Award | +1,055 | – | – | 246,575 |
| Edward T. Eliopoulos Director | Jul 1, 2026 | Award | +1,055 | – | – | 17,777 |
| James Bemowski Director | Jul 1, 2026 | Award | +1,055 | – | – | 22,013 |
| John P. Jumper Director | Jul 1, 2026 | Award | +1,055 | – | – | 30,167 |
| Claiborne R. Rankin Director | Apr 2, 2026 | Award | +1,139 | – | – | 245,520 |
| Colleen Batcheler Director | Apr 2, 2026 | Award | +1,139 | – | – | 9,091 |
| Ann O'Hara Director | Apr 2, 2026 | Award | +1,139 | – | – | 5,271 |
| Clara R. Williams – | Apr 2, 2026 | Award | +1,139 | – | – | 24,649 |
| Carolyn Corvi Director | Apr 2, 2026 | Award | +1,139 | – | – | 28,460 |
| John P. Jumper Director | Apr 2, 2026 | Award | +1,139 | – | – | 29,112 |
| Dennis W. Labarre Director | Apr 2, 2026 | Award | +1,139 | – | – | 37,884 |
| John C. Butler Jr Director | Apr 2, 2026 | Award | +1,139 | – | – | 59,260 |
| Britton T. Taplin Director | Apr 2, 2026 | Award | +1,139 | – | – | 389,392 |
| David B. Williams Director | Apr 2, 2026 | Award | +1,139 | – | – | 24,649 |
| Edward T. Eliopoulos Director | Apr 2, 2026 | Award | +1,139 | – | – | 16,722 |
| Vincent Poor Director | Apr 2, 2026 | Award | +1,139 | – | – | 22,726 |
| Helen Rankin Butler – | Apr 2, 2026 | Award | +1,139 | – | – | 59,260 |
| James Bemowski Director | Apr 2, 2026 | Award | +1,139 | – | – | 20,958 |
| Chloe O. Rankin – | Apr 2, 2026 | Award | +1,139 | – | – | 245,520 |
| Collar L. Gary Director | Apr 2, 2026 | Award | +1,139 | – | – | 9,769 |
| Collar L. Gary Director | Apr 2, 2026 | Award | +771 | – | – | 10,540 |
| Rajiv Prasad Officer of a Subsidiary | Mar 27, 2026 | Tax withholding | −4,024 | $36.66 | $147.52K | 195,843 |
| Jon C. Taylor Officer of a Subsidiary | Feb 27, 2026 | Tax withholding | −167 | $36.66 | $6.12K | 16,061 |
| Jon C. Taylor Officer of a Subsidiary | Feb 27, 2026 | Award | +1,994 | – | – | 16,228 |
| Charles F. Pascarelli Officer of a Subsidiary | Feb 27, 2026 | Tax withholding | −424 | $36.66 | $15.54K | 63,258 |
| Charles F. Pascarelli Officer of a Subsidiary | Feb 27, 2026 | Award | +6,247 | – | – | 63,682 |
| Rajiv Prasad Officer of a Subsidiary | Feb 27, 2026 | Award | +35,278 | – | – | 199,867 |
| Alfred M. Et Al Rankin Chairman, Director | Feb 27, 2026 | Award | +25,516 | – | – | 154,091 |
| Alfred M. Et Al Rankin Chairman, Director | Feb 27, 2026 | Tax withholding | −1,894 | $36.66 | $69.43K | 152,197 |
| Anthony J. Salgado Officer of Subsidiary | Feb 27, 2026 | Tax withholding | −1,301 | $36.66 | $47.69K | 85,454 |
| Anthony J. Salgado Officer of Subsidiary | Feb 27, 2026 | Award | +16,016 | – | – | 86,755 |
| Dena McKee VP, Controller and CAO | Feb 27, 2026 | Award | +1,567 | – | – | 3,852 |
| Dena McKee VP, Controller and CAO | Feb 27, 2026 | Tax withholding | −169 | $36.66 | $6.20K | 3,683 |
| Victoire G. Rankin – | Feb 27, 2026 | Tax withholding | −1,894 | $36.66 | $69.43K | 152,197 |
| Victoire G. Rankin – | Feb 27, 2026 | Award | +25,516 | – | – | 154,091 |
| Suzanne Schulze Taylor Senior VP, GC and Secretary | Feb 27, 2026 | Tax withholding | −257 | $36.66 | $9.42K | 43,644 |
| Suzanne Schulze Taylor Senior VP, GC and Secretary | Feb 27, 2026 | Award | +3,818 | – | – | 43,901 |
| Edward T. Eliopoulos Director | Jan 2, 2026 | Award | +1,136 | – | – | 15,583 |
| Clara R. Williams – | Jan 2, 2026 | Award | +1,136 | – | – | 23,510 |
| John C. Butler Jr Director | Jan 2, 2026 | Award | +1,136 | – | – | 58,121 |
| Vincent Poor Director | Jan 2, 2026 | Award | +1,136 | – | – | 21,587 |
| Chloe O. Rankin – | Jan 2, 2026 | Award | +1,136 | – | – | 244,381 |
| David B. Williams Director | Jan 2, 2026 | Award | +1,136 | – | – | 23,510 |
| Colleen Batcheler Director | Jan 2, 2026 | Award | +1,136 | – | – | 7,952 |
| John P. Jumper Director | Jan 2, 2026 | Award | +1,136 | – | – | 1,136 |
| Collar L. Gary Director | Jan 2, 2026 | Award | +765 | – | – | 8,630 |
| Collar L. Gary Director | Jan 2, 2026 | Award | +1,136 | – | – | 7,865 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.