Are HY insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies HY leadership and institutional positioning as: BALANCED INSTITUTIONAL POSITIONING.

Stock Ratings / Industrials / HY / insiders

WNC (49) CMCO (26) MTW (46) ASTE (48) ⌘ Pro Terminal →

Hyster-Yale Inc. (Class A) (HY) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$29.13 +2.25% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $29.19

Hyster-Yale Inc. (Class A) (HY) carries a Roarable Rating of D- (Sell) with 37/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D- • RED ALERT Cap $510.8M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on HY Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is HY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, Hyster-Yale Inc. (Class A) (NYSE: HY) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 37/100 at a spot price of $29.13 (+2.25% 1D, market cap $510.8M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 3/20, SEC Balance-Sheet Forensics 10/20, FRED Macro Regime Fit 4/20, and Executive Insider Alignment 9/20. Across 485 tracked Industrials issuers, HY ranks #356 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does HY compare to WNC and CMCO in the Industrials sector?

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Within the Industrials sector (Construction/Ag Equipment/Trucks), HY carries a Roarable D- (37/100 RQD), trailing P/E of N/A, gross margin of 16.8%, and ROIC of -3.7%. By comparison, WNC (Wabash National Corporation) holds a D grade (49/100 RQD, P/E N/A, ROIC 31.2%, cap $478.3M) and CMCO (Columbus McKinnon Corporation) posts a E grade (26/100 RQD, P/E N/A, ROIC -10.6%, cap $432.1M). Among the 5-stock peer group, ASTE leads on earnings multiple (23.7x) while WNC leads on capital efficiency (31.2% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for HY?

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Per HY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001173514), Hyster-Yale Inc. (Class A) generated $3.77B in revenue (-12.5% YoY), -$60.1M in net income, and $23.6M in free cash flow against $2.02B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Industrials with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $29.19 (+0.21%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 0.6% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (37/100 · D-) historically underperformed SPY in 71% of rolling 90-day windows (-8.1% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERRED ALERT • D-

2-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- · Rk D-

Each axis scored 0–20

12M PRICE TARGET CONE-9.4% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for HY)Realized 20D OHLCV Swing Band: ±8.2%

Deterministic 5-Pillar Attribution (37/100 Composite)

🔍 WHY HY SCORES 37/100 (D-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Cash Engine Quality+11/20 pts (30% of score)

SEC XBRL FY 2025 (10-K): 0.6% FCF Margin ($23.6M FCF) & 16.8% Gross Margin

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+10/20 pts (27% of score)

Altman Z-Score 2.44 (WATCH ZONE (1.8–3.0)) • Piotroski F-Score 4/9

▼ #1 Drag / Risk Factor: Macro Regime Fit4/20 pts (-16 pt drag)

Macro rate sensitivity & RSI-14 (38.8) create a -16 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade D$31.93-9.4% Next Q

Q2 (-2Q)

Grade D$28.94+1.6% Next Q

Q3 (-1Q)

Grade D$29.39-0.9% Next Q

Current

Grade D-$29.13-8.1% Hist 90D α

Trajectory: D (45) → D- (37)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a HY Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While HY currently carries a cautious 37/100 (D-) rating due to Macro Regime Fit (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Industrials with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($31.89) and Max Pain ($30.59) forces dealer call-delta covering toward $43.37.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $HY• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “HY Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 37%NO 63%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

HY Smart-Money Thermometer: BALANCED INSTITUTIONAL POSITIONING

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (HY)

No recent open-market Form 4 cluster sales or emergency dumps flagged on HY. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring HY)

✓Walkthrough of HY's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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HY // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -24.44%📐 HORIZONTAL RANGE

2026-11-03O $29.34H $29.34L $28.49C $29.13VOL 150.2K

RES: $41.60SUP: $26.34SMA50: $31.89SMA200: $34.32

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

HY Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 HY Butterfly Map → + Track HY →

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle

8.0%/yr Implied 5Y Growth

vs. -12.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on HY today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for HY. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for HY today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (HY)

Industrials Rank #356 of 485 ⚔️ WNC vs HY Full Matrix →

1. Head-to-Head Industrials Peer Comparison (HY vs. WNC, CMCO, MTW, ASTE)

Industry: Construction/Ag Equipment/Trucks (14 Tracked Issuers)

Across 485 tracked Industrials securities in the Roarable RQD universe, Hyster-Yale Inc. (Class A) (HY) ranks #356 by composite RQD confidence (37/100, grade D-) and #294 by equity capitalization ($510.8M). Within this direct 5-issuer industry benchmark cohort, ASTE leads on earnings valuation at 23.7x trailing P/E, while WNC leads on capital efficiency and profitability with 31.2% ROIC and — gross margin. WNC currently holds the highest overall quantitative score in the immediate peer group at 49/100 (D) compared with HY at 37/100 (D-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
HY ACTIVE Hyster-Yale Inc. (Class A)	D-	37/100	—	16.8%	-3.7%	+2.25%	$510.8M	Benchmark Subject
WNC Wabash National Corporation	D	49/100	—	—	31.2%	-0.08%	$478.3M	/wnc-vs-hy →
CMCO Columbus McKinnon Corporation	E	26/100	—	30.1%	-10.6%	+5.28%	$432.1M	/cmco-vs-hy →
MTW Manitowoc Company Inc.	D	46/100	119.2x	18.1%	6.9%	+2.39%	$830.5M	/mtw-vs-hy →
ASTE Astec Industries Inc.	D	48/100	23.7x	26.5%	5.6%	+2.09%	$904.2M	/aste-vs-hy →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001173514 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Hyster-Yale Inc. (Class A) (HY) reported GAAP revenue of $3.77B (-12.5% vs. FY2024 revenue of $4.31B , and -8.5% cumulative change since FY2023) , GAAP net income of -$60.1M, operating cash flow of $86.1M, and free cash flow of $23.6M (-80.8% YoY). On the balance sheet, HY closed FY2025 with $2.02B in total assets against $0 in total debt (Altman Z-Score: 2.44, Piotroski F-Score: 4/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$3.77B	-$60.1M	$86.1M	$23.6M	$2.02B	—
FY2024 (FY)	2024-12-31	$4.31B	$142.3M	$170.7M	$122.9M	$2.03B	$241.9M
FY2023 (FY)	2023-12-31	$4.12B	$125.9M	$150.7M	$150.7M	—	—

3. HY Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is HY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does HY compare to WNC and CMCO in the Industrials sector?

What are the biggest fundamental strengths and SEC risk factors for HY?

Where is HY trading relative to its 50-day, 200-day, and 52-week technical levels?

HY last traded at $29.13 (+2.25% on volume of 132,566 shares), positioning the stock -8.65% below its 50-day simple moving average ($31.89) and -15.12% below its 200-day simple moving average ($34.32). Across its 52-week range of $26.41 to $41.30, HY sits at the 18.3% percentile with a 14-day RSI of 38.8 (NEUTRAL RANGE) and an implied next-earnings move of ±8.2% ($26.74 to $31.52).

Direct Sub-Reports: HY RQD Cockpit HY 12M Forecast HY Earnings & Move HY Dividends & DRIP HY Insiders & 13F HY Whale Options HY Profit Sankey HY News & Why

ROARABLE RATING BRIEF • RQD 37/100 (D-) ✓ SEC XBRL & RQD VERIFIED

HY — Hyster-Yale Inc. (Class A): What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit

Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Hyster-Yale Inc. (Class A) (HY) earns a live Roarable RQD composite score of 37/100, corresponding to a D- letter grade (Roarable Sell) at a spot price of $29.13 (+2.25% 1D, market capitalization $510.8M).

Fundamental Cash Engine (11/20): Anchored by return on invested capital (ROIC) of -3.7%, gross margin of 16.8%, operating margin of -0.6%, and free cash flow yield of 4.49%.
Whale 13F & Options Flow (3/20) + Insider Conviction (9/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
Macro Regime Fit (4/20) + Forensic Balance Sheet (10/20): Incorporates a 1.00x equity beta, Altman Z-Score of 2.44, Piotroski F-Score of 4/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Hyster-Yale Inc. (Class A) is a NYSE-listed issuer classified in the Industrials sector and the Construction/Ag Equipment/Trucks industry,. The company's products, customer base, and revenue model are described in the source data only at the sector and industry level; specific product lines, customers, and geographic mix are — The profile reports a market capitalization of $0.5B.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Hyster-Yale Inc. (Class A) (HY) reported $3.77B in annual revenue (up from $4.31B in FY2024, -12.5% YoY) and -$60.1M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($4.12B revenue, $125.9M net income) through FY2025, HY scaled operating cash flow to $86.1M and free cash flow to $23.6M, backed by $2.02B in total assets against $0 in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case (D- • RQD 37/100): Established market leader in Industrials with deep daily trading liquidity. Free cash flow yield of 4.49% and institutional whale pillar of 3/20. With Fundamental Cash Engine at 11/20 and Institutional Whale Flow at 3/20, sustained execution supports upside toward the upper end of the $26.41 – $41.30 52-week range.
🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against -0.6% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

The investor should watch for second-order effects in the Q3 results on Nov. 6, particularly whether the revenue decline and negative operating margin persist, since the source data provides no supply-chain mapping to test these against.

Key Question #1: Can HY sustain or expand its -0.6% operating margin and -3.7% ROIC against Construction/Ag Equipment/Trucks peers over the next 4 quarters?
Key Question #2: Following FY2025 revenue of $3.77B and free cash flow of $23.6M, how will capital allocation balance growth reinvestment against $0 in total debt?
Key Question #3: How sensitive is HY's equity valuation to Industrials capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

HY Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Hyster-Yale Inc. (Class A) (HY) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to HY Debate Forum (3) ↓

🟢 CATALYST Yahoo Finance • 21h ago

Hyster-Yale (HY) Outpaces Stock Market Gains: What You Should Know

Yahoo Finance report covering Hyster-Yale Inc. (Class A) (HY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo! Finance Canada • 1d ago

Hyster-Yale, Inc. (HY) Stock Price, News, Quote & History

Yahoo! Finance Canada report covering Hyster-Yale Inc. (Class A) (HY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Benzinga • 1d ago

Ladder Capital Posts Upbeat Q3 Earnings, Joins Alcoa, Hyster-Yale And Other Big Stocks Moving Higher On Friday

Benzinga report covering Hyster-Yale Inc. (Class A) (HY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE MarketBeat • 1d ago

Hyster-Yale (NYSE:HY) Stock Price Breaks Below Two Hundred Day Moving Average - Here's Why

MarketBeat report covering Hyster-Yale Inc. (Class A) (HY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Titan • 1d ago

Lift-truck maker Hyster-Yale will discuss its Q3 results online Nov. 6.

Stock Titan report covering Hyster-Yale Inc. (Class A) (HY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Hyster-Yale (HY) Laps the Stock Market: Here's Why

Yahoo Finance report covering Hyster-Yale Inc. (Class A) (HY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE ad-hoc-news.de • 1d ago

Hyster-Yale stock sits 8.78 percent above its 52-week low

ad-hoc-news.de report covering Hyster-Yale Inc. (Class A) (HY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 1d ago

Hyster-Yale (HY) Stock Drops Despite Market Gains: Important Facts to Note

Yahoo Finance report covering Hyster-Yale Inc. (Class A) (HY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

HY Bull vs. Bear Conversation Board — What's Your Call at $29.13?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON HY 🐻 33% BEARISH CONVICTION

BR BreakoutHunter RQD DEBATE OPENER • Swing & Catalyst Trader 🐂 BULLISH 🎯 Target: $34.19 (+20.0%)

📌 Pinned Debate

Positive free cash flow in every reported year and a 4.83% dividend yield provide income support while the stock trades near the low en

Long HY at $28.49 targeting $34.19. Positive free cash flow in every reported year and a 4.83% dividend yield provide income support while the stock trades near the low end of its 52-week range.. Institutional whale score is 3/20 and the risk/reward vs. the $26.41 52-week low is skewed heavily in favor of bulls.

RetailWhale_TX 🐂 BULL

Both sides have a point here — HY's 10/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

RE RedlineAuditor RQD DEBATE OPENER • Accounting Quality Watch 🐻 BEARISH 🎯 Target: $24.22 (-15.0%)

Spot @ $28.49

A swing from $244.8M operating income in FY 2024 to a -$22.1M operating loss in FY 2025, with a 3/20 whale flow score and negative ROIC

Fading this rally in HY at $28.49. A swing from $244.8M operating income in FY 2024 to a -$22.1M operating loss in FY 2025, with a 3/20 whale flow score and negative ROIC, leaves the balance sheet and institutional support under pressure.. With a beta of 1.0 and the stock sitting at $28.49 (52-wk range $26.41–$41.30), the easy multiple expansion is already priced in.