HBB Hamilton Beach Brands Holding Company Class A Common Stock

NYSE · Consumer products · View on SEC EDGAR ↗
$33.60
Price · Aug 19, 2026
Fundamentals as of Aug 5, 2026
52W Range
$13–$34
97% of range
Analyst Rating
SELL
8 analysts
Price Target
—
P/E (TTM)
8.4
ROE
15.3%
Net Profit Margin
4.4%

HBB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$33.59
Market Cap
—
P/E (TTM)
8.4
EPS (TTM)
$1.95
Revenue (TTM)
$607M
Div Yield
—
ROE
15.3%
Debt/Equity
—
52W Range
$13 – $34

HBB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $607M
3-point trend, -3.0%
2023-12-31 → 2025-12-31
EPS $1.95
3-point trend, +8.3%
2023-12-31 → 2025-12-31
Free Cash Flow $11M
3-point trend, -87.0%
2023-12-31 → 2025-12-31
Margins 4.4%
3-point trend, +12.0%
2023-12-31 → 2025-12-31

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
HBB
Peer Median
P/E (TTM)
3-point trend, -13.2%
8.4
14.5

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
HBB
Peer Median
Gross Margin
3-point trend, +12.0%
25.7%
44.4%
Operating Margin
3-point trend, +7.5%
6.0%
—
Net Profit Margin
3-point trend, +8.2%
4.4%
2.9%
ROA
3-point trend, -1.5%
6.5%
4.2%
ROE
3-point trend, -16.8%
15.3%
11.0%
ROIC
3-point trend, -21.7%
14.8%
—

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
HBB
Peer Median
Current Ratio
3-point trend, +20.3%
2.5
2.4
Quick Ratio
3-point trend, +248.7%
0.4
—

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
HBB
Peer Median
Revenue YoY
3-point trend, -3.0%
-7.3%
—
Revenue CAGR 3Y
3-point trend, -3.0%
-1.8%
—
Revenue CAGR 5Y
3-point trend, -3.0%
0.10%
—
EPS YoY
3-point trend, +8.3%
-11.4%
—
Net Income YoY
3-point trend, +4.8%
-14.0%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
HBB
Peer Median
EPS (Diluted)
3-point trend, +8.3%
$1.95
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
HBB
Peer Median
Payout Ratio
3-point trend, +0.9%
24.3%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
—
Payout Ratio
24.3%
5Y Div CAGR
—
Ex-dateAmount
June 1, 2026$0.1250
March 2, 2026$0.1200
Dec. 1, 2025$0.1200
Sept. 2, 2025$0.1200
May 30, 2025$0.1200
March 3, 2025$0.1150
Dec. 2, 2024$0.1150
Sept. 3, 2024$0.1150
May 31, 2024$0.1150
March 1, 2024$0.1100
Nov. 30, 2023$0.1100
Sept. 1, 2023$0.1100
May 31, 2023$0.1100
March 2, 2023$0.1050
Nov. 30, 2022$0.1050
Aug. 31, 2022$0.1050
May 31, 2022$0.1050
March 3, 2022$0.1000
Nov. 30, 2021$0.1000
Aug. 31, 2021$0.1000

HBB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

SELL 8 analysts
  • Strong Buy 0 0.0%
  • Buy 0 0.0%
  • Hold 3 37.5%
  • Sell 4 50.0%
  • Strong Sell 1 12.5%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Period EPS Actual EPS Est Surprise
June 30, 2026 $2.49 — —
March 31, 2026 $0.26 — —
Dec. 31, 2025 $1.38 — —
Sept. 30, 2025 $0.12 — —
June 30, 2025 $0.33 — —
March 31, 2025 $0.13 — —

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
HBB — 8.4 -7.3% 4.4% 15.3% 25.7%
SN $15.80B 22.7 15.8% 11.0% 30.4% 49.0%
WHR $4.04B 12.7 -6.5% 2.1% 12.0% 15.4%
CRCT — 14.1 -0.53% — — —
COOK $7.40B -62.1 -7.4% -20.6% -51.8% 39.2%
ATER $7M -0.2 -30.4% -27.5% -96.1% 56.8%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 16
Annual Income Statement data for HBB
Metric Trend 20252024202320222021202020192018
Revenue 8-point trend, -18.3% $607M $655M $626M $641M $658M $604M $612M $743M
Cost of Revenue 8-point trend, -8.2% $451M $484M $482M $512M $522M $465M $483M $491M
Gross Profit 8-point trend, +12.3% $156M $170M $144M $129M $137M $139M $129M $139M
R&D Expense 8-point trend, +20.0% $13M $14M $12M $12M $9M $10M $12M $11M
SG&A Expense 8-point trend, +14.5% $119M $127M $108M $90M $105M $100M $100M $104M
Operating Income 8-point trend, +9.0% $37M $43M $35M $39M $32M $37M $27M $34M
Interest Expense 6-point trend, +2.9% · · $3M $5M $3M $2M $3M $3M
Other Non-op 8-point trend, -57.7% $-235.0K $-2M $-385.0K $-2M $272.0K $-2M $358.0K $-149.0K
Pretax Income 8-point trend, +16.9% $36M $33M $32M $32M $29M $34M $24M $30M
Income Tax 8-point trend, +23.7% $9M $3M $6M $7M $8M $10M $9M $7M
Net Income 8-point trend, +49.5% $26M $31M $25M $25M $21M $46M $-14M $18M
EPS (Basic) 8-point trend, +51.2% $1.95 $2.20 $1.80 $1.81 $1.54 $3.39 $-0.99 $1.29
EPS (Diluted) 8-point trend, +51.2% $1.95 $2.20 $1.80 $1.81 $1.53 $3.37 $-0.99 $1.29
Shares (Basic) 8-point trend, -1.1% 13,552,000 13,950,000 14,036,000 13,970,000 13,880,000 13,657,000 13,690,000 13,699,000
Shares (Diluted) 8-point trend, -1.2% 13,571,000 13,963,000 14,060,000 13,996,000 13,930,000 13,712,000 13,726,000 13,731,000
EBITDA 8-point trend, +12.9% $42M $48M $39M $44M $36M $41M $31M $38M
Balance Sheet 23
Annual Balance Sheet data for HBB
Metric Trend 20252024202320222021202020192018
Cash & Equivalents 8-point trend, +970.4% $47M $46M $15M $928.0K $1M $2M $2M $4M
Inventory 8-point trend, +9.0% $134M $125M $127M $156M $183M $174M $110M $123M
Prepaid Expense 2-point trend, -18.9% $13M $16M · · · · · ·
Current Assets 8-point trend, +13.3% $305M $304M $287M $285M $318M $336M $237M $269M
PP&E (Net) 8-point trend, +45.2% $30M $34M $27M $28M $30M $23M $22M $21M
PP&E (Gross) 8-point trend, +11.9% $72M $71M $73M $70M $70M $72M $68M $64M
Accum. Depreciation 8-point trend, -4.1% $42M $36M $45M $42M $39M $48M $46M $43M
Goodwill 8-point trend, +13.5% $7M $7M $6M $6M $6M $6M $6M $6M
Intangibles 8-point trend, -53.7% $2M $2M $1M $1M $2M $2M $3M $5M
Other Non-current Assets 8-point trend, +548.1% $17M $9M $6M $7M $3M $3M $2M $3M
Total Assets 8-point trend, +23.7% $398M $415M $385M $389M $383M $391M $289M $321M
Accounts Payable 8-point trend, -27.6% $86M $104M $100M $62M $132M $152M $111M $119M
Current Liabilities 8-point trend, -40.1% $123M $154M $140M $102M $164M $199M $201M $206M
Capital Leases 5-point trend, +36416000.00 $36M $39M $42M $47M $0 · · ·
Other Non-current Liabilities 8-point trend, -76.7% $5M $6M $6M $5M $19M $14M $16M $22M
Total Liabilities 8-point trend, -18.8% $215M $249M $237M $264M $280M $311M $252M $265M
Long-term Debt 4-point trend, -54.9% $50M $50M $50M $111M · · · ·
Total Debt 2-point trend, +181.0% · · · · · $98M · $35M
Retained Earnings 8-point trend, +552.0% $144M $124M $99M $80M $61M $45M $4M $22M
Treasury Stock 8-point trend, +35213000.00 $35M $26M $12M $9M $6M $6M $6M $0
AOCI 8-point trend, +60.4% $-7M $-9M $-11M $-12M $-14M $-17M $-16M $-17M
Stockholders' Equity 8-point trend, +221.8% $183M $166M $147M $125M $102M $80M $36M $57M
Liabilities + Equity 8-point trend, +23.7% $398M $415M $385M $389M $383M $391M $289M $321M
Cash Flow 16
Annual Cash Flow data for HBB
Metric Trend 20252024202320222021202020192018
D&A 8-point trend, +37.6% $6M $5M $4M $5M $5M $4M $4M $4M
Stock-based Comp 8-point trend, +14.2% $4M $6M $5M $3M $3M $4M $3M $4M
Deferred Tax 8-point trend, -31.4% $4M $-7M $-906.0K $372.0K $2M $-1M $1M $5M
Amort. of Intangibles 8-point trend, -77.5% $311.0K $302.0K $200.0K $200.0K $200.0K $1M $1M $1M
Other Non-cash 8-point trend, -10.8% $-26M $31M $55M $-37M $-14M $-81M $5M $-24M
Operating Cash Flow 8-point trend, -23.1% $14M $65M $89M $-3M $18M $-28M $222.0K $18M
CapEx 8-point trend, -64.2% $3M $3M $3M $2M $12M $3M $4M $8M
Investing Cash Flow 6-point trend, +124.0% $2M $-14M $-5M $-2M $-12M · · $-8M
Stock Repurchased 8-point trend, +8987000.00 $9M $14M $3M $3M $0 $0 $6M $0
Net Stock Activity 7-point trend, -50.8% $-9M $-14M $-3M $-3M $0 $0 $-6M ·
Dividends Paid 8-point trend, +38.0% $6M $6M $6M $6M $5M $5M $5M $5M
Financing Cash Flow 7-point trend, -66.6% $-15M $-21M $-70M $6M $-7M $34M · $-9M
Net Change in Cash 6-point trend, +117.3% $789.0K $30M $14M $-245.0K $-1M · · $-5M
Taxes Paid $13M · · · · · · ·
Free Cash Flow 8-point trend, +194.5% $11M $62M $85M $-6M $6M $-31M $-4M $4M
Levered FCF 6-point trend, +6795.8% · · $83M $-9M $4M $-33M $-6M $1M
Profitability 8
Annual Profitability data for HBB
Metric Trend 20252024202320222021202020192018
Gross Margin 6-point trend, +1.2% 25.7% 26.0% 23.0% 20.1% 20.7% · · 25.4%
Operating Margin 6-point trend, +38.6% 6.0% 6.6% 5.6% 6.0% 4.8% · · 4.3%
Net Margin 6-point trend, +48.8% 4.4% 4.7% 4.0% 3.9% 3.2% · · 2.9%
Pretax Margin 6-point trend, +55.7% 5.9% 5.1% 5.1% 5.1% 4.4% · · 3.8%
EBITDA Margin 6-point trend, +38.3% 7.0% 7.3% 6.3% 6.8% 5.5% · · 5.1%
ROA 7-point trend, +5.2% 6.5% 7.5% 6.6% 5.9% 5.6% 12.2% · 6.2%
ROE 7-point trend, -60.6% 15.3% 19.5% 18.4% 20.8% 22.4% 65.8% · 38.8%
ROIC 7-point trend, -40.6% 14.8% 24.0% 19.0% 24.3% 22.7% 15.0% · 25.0%
Liquidity & Solvency 5
Annual Liquidity & Solvency data for HBB
Metric Trend 20252024202320222021202020192018
Current Ratio 7-point trend, +83.9% 2.5 2.0 2.1 2.8 1.9 1.7 · 1.3
Quick Ratio 7-point trend, +1150.5% 0.4 0.3 0.1 0.0 0.0 0.0 · 0.0
Debt / Equity 2-point trend, +129.6% · · · · · 1.2 · 0.5
LT Debt / Equity 2-point trend, +129.6% · · · · · 1.2 · 0.5
Interest Coverage 6-point trend, +18.6% · · 11.7 8.5 11.1 18.7 9.0 9.9
Efficiency 2
Annual Efficiency data for HBB
Metric Trend 20252024202320222021202020192018
Asset Turnover 6-point trend, -29.3% 1.5 1.6 1.6 1.5 1.7 · · 2.1
Inventory Turnover 7-point trend, -5.6% 3.5 3.3 3.4 2.6 2.9 2.5 · 3.7
Per Share 4
Annual Per Share data for HBB
Metric Trend 20252024202320222021202020192018
Revenue / Share 6-point trend, -17.4% $44.72 $46.89 $44.50 $45.80 $47.26 · · $54.12
Cash Flow / Share 8-point trend, +18.2% $1.02 $4.68 $6.30 $-0.24 $1.28 $-2.04 $0.02 $0.86
Dividend Paid / Share 8-point trend, +39.7% $0 $0 $0 $0 $0 $0 $0 $0
EPS (TTM) 8-point trend, +51.2% $1.95 $2.20 $1.80 $1.81 $1.53 $3.37 $-0.99 $1.29
Growth Rates 10
Annual Growth Rates data for HBB
Metric Trend 20252024202320222021202020192018
Revenue YoY 5-point trend, -180.7% -7.3% 4.7% -2.4% -2.6% 9.1% · · ·
Revenue CAGR 3Y 3-point trend, -250.8% -1.8% -0.19% 1.2% · · · · ·
Revenue CAGR 5Y 0.10% · · · · · · ·
EPS YoY 5-point trend, +79.2% -11.4% 22.2% -0.55% 18.3% -54.6% · · ·
EPS CAGR 3Y 3-point trend, +113.3% 2.5% 12.9% -18.9% · · · · ·
EPS CAGR 5Y -10.4% · · · · · · ·
Net Income YoY 5-point trend, +74.1% -14.0% 21.9% -0.10% 18.6% -53.9% · · ·
Net Income CAGR 3Y 3-point trend, +108.4% 1.5% 13.0% -18.3% · · · · ·
Net Income CAGR 5Y -10.6% · · · · · · ·
Dividend CAGR 5Y 4.9% · · · · · · ·
Valuation (TTM) 6
Annual Valuation (TTM) data for HBB
Metric Trend 20252024202320222021202020192018
Revenue TTM 8-point trend, -18.3% $607M $655M $626M $641M $658M $604M $612M $743M
Net Income TTM 8-point trend, +49.5% $26M $31M $25M $25M $21M $46M $-14M $18M
P/E 8-point trend, -53.6% 8.4 7.7 9.7 6.8 9.4 5.2 -19.3 18.2
Earnings Yield 8-point trend, +115.5% 11.8% 13.1% 10.3% 14.6% 10.7% 19.2% -5.2% 5.5%
Payout Ratio 8-point trend, +0.24 24.3% 20.5% 24.1% 22.9% 25.7% 10.9% 0.00% 0.00%
Annual Payout 8-point trend, +38.0% $6M $6M $6M $6M $5M $5M $5M $5M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312025-06-302025-03-312024-12-312024-09-30
Revenue $607M——$655M—
Gross Margin % 25.7%——26.0%—
Operating Margin % 6.0%——6.6%—
Net Income $26M——$31M—
Diluted EPS $1.95——$2.20—
Balance Sheet
2025-12-312025-06-302025-03-312024-12-312024-09-30
Current Ratio 2.5——2.0—
Quick Ratio 0.4——0.3—
Cash Flow
2025-12-312025-06-302025-03-312024-12-312024-09-30
Free Cash Flow $11M——$62M—

Latest News Recent headlines mentioning this company

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Institutional owners (13F) 84 filers · $66.4M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
19 (+10 vs prior Q) 6 (0 vs prior Q) 19 (-8 vs prior Q) 24 (+3 vs prior Q) +405K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
AMERIPRISE FINANCIAL INC $11,974,472 519,951 18.04% Shares
DIMENSIONAL FUND ADVISORS LP $8,520,202 369,961 12.84% Shares
Pacific Ridge Capital Partners, LLC $7,864,008 341,468 11.85% Shares
VANGUARD CAPITAL MANAGEMENT LLC $5,828,363 253,077 8.78% Shares
North Star Investment Management Corp. $4,389,518 190,600 6.61% Shares
AMERICAN CENTURY COMPANIES INC $4,147,081 180,073 6.25% Shares
GEODE CAPITAL MANAGEMENT, LLC $3,325,788 144,376 5.01% Shares
STATE STREET CORP $3,005,991 130,525 4.53% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $2,444,335 106,137 3.68% Shares
Empowered Funds, LLC $1,587,619 68,937 2.39% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,115,136 48,421 1.68% Shares
PNC Financial Services Group, Inc. $1,105,440 48,000 1.67% Shares
CWM, LLC $1,035,785 54,659 1.56% Shares
VANGUARD FIDUCIARY TRUST CO $953,834 41,417 1.44% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $833,870 36,208 1.26% Shares
VICTORY CAPITAL MANAGEMENT INC $740,875 32,170 1.12% Shares
RBF Capital, LLC $590,650 25,647 0.89% Shares
RENAISSANCE TECHNOLOGIES LLC $520,478 22,600 0.78% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $496,227 21,547 0.75% Shares
ENVESTNET ASSET MANAGEMENT INC $481,259 20,897 0.73% Shares
MORGAN STANLEY $470,641 20,436 0.71% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $466,104 20,239 0.70% Shares
Squarepoint Ops LLC $431,214 18,724 0.65% Shares
BAILARD, INC. $379,488 16,478 0.57% Shares
GOLDMAN SACHS GROUP INC $336,307 14,603 0.51% Shares
Mariner, LLC $270,443 11,743 0.41% Shares
Baird Financial Group, Inc. $260,147 11,296 0.39% Shares
TWO SIGMA INVESTMENTS, LP $241,723 10,496 0.36% Shares
BlackRock, Inc. $238,614 10,361 0.36% Shares
Russell Investments Group, Ltd. $236,428 10,266 0.36% Shares
BARCLAYS PLC $228,940 9,941 0.34% Shares
LPL Financial LLC $222,078 9,643 0.33% Shares
Koss-Olinger Consulting, LLC $215,534 9,359 0.32% Shares
DEUTSCHE BANK AG\ $141,588 6,148 0.21% Shares
WELLS FARGO & COMPANY/MN $140,460 6,099 0.21% Shares
RHUMBLINE ADVISERS $135,871 5,900 0.20% Shares
Bank of New York Mellon Corp $133,735 5,807 0.20% Shares
FMR LLC $78,670 3,416 0.12% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $77,243 3,354 0.12% Shares
OSAIC HOLDINGS, INC. $76,654 3,329 0.12% Shares
Police & Firemen's Retirement System of New Jersey $73,719 3,201 0.11% Shares
CITIGROUP INC $67,800 2,944 0.10% Shares
Invesco Ltd. $65,083 2,826 0.10% Shares
Vanguard Global Advisers, LLC $51,910 2,254 0.08% Shares
NEW YORK STATE COMMON RETIREMENT FUND $43,757 1,900 0.07% Shares
VANGUARD GROUP INC $37,078 2,254 0.06% Shares
1620 INVESTMENT ADVISORS, INC. $29,225 1,269 0.04% Shares
BNP PARIBAS FINANCIAL MARKETS $26,415 1,147 0.04% Shares
Tower Research Capital LLC (TRC) $25,448 1,105 0.04% Shares
NORTHERN TRUST CORP $24,688 1,072 0.04% Shares
Clearstead Advisors, LLC $21,234 922 0.03% Shares
JPMORGAN CHASE & CO $20,392 938 0.03% Shares
Ameritas Investment Partners, Inc. $19,230 835 0.03% Shares
Nuveen, LLC $15,338 666 0.02% Shares
AQR CAPITAL MANAGEMENT LLC $14,417 626 0.02% Shares
Legal & General Group Plc $14,233 618 0.02% Shares
MERCER GLOBAL ADVISORS INC /ADV $10,249 445 0.02% Shares
UBS Group AG $10,018 435 0.02% Shares
Nuveen Asset Management, LLC $8,651 514 0.01% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $7,220 381 0.01% Shares
Investors Research Corp $5,685 300 0.01% Shares
Arax Advisory Partners $4,813 209 0.01% Shares
ROYAL BANK OF CANADA $4,000 195 0.01% Shares
WHITTIER TRUST CO OF NEVADA INC $3,201 150 0.00% Shares
Integrated Wealth Concepts LLC $3,131 136 0.00% Shares
Sterling Capital Management LLC $3,040 132 0.00% Shares
GAMMA Investing LLC $2,441 106 0.00% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,888 82 0.00% Shares
GSA CAPITAL PARTNERS LLP $610 26,478 0.00% Shares
Allworth Financial LP $599 26 0.00% Shares
LSV ASSET MANAGEMENT $597 25,917 0.00% Shares
Essential Partners LLC $530 23 0.00% Shares
IFP Advisors, Inc $345 15 0.00% Shares
True Wealth Design, LLC $139 6 0.00% Shares
ROTHSCHILD INVESTMENT LLC $138 6 0.00% Shares
Optiver Holding B.V. $138 6 0.00% Shares
ACADIAN ASSET MANAGEMENT LLC $135 5,881 0.00% Shares
Farther Finance Advisors, LLC $114 5 0.00% Shares
Transamerica Financial Advisors, LLC $92 4 0.00% Shares
EverSource Wealth Advisors, LLC $69 3 0.00% Shares
Fortitude Family Office, LLC $23 1 0.00% Shares
HUNTINGTON NATIONAL BANK $23 1 0.00% Shares
Wealth Enhancement Trust Services, Inc. $23 1 0.00% Shares
SBI Securities Co., Ltd. $23 1 0.00% Shares

Company insiders 119 insiders · 8 officers · 16 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Scott Tidey President and CEO Feb. 21, 2025 F 142,768 0 0 $0
Gregory H Trepp CEO Sept. 13, 2024 G 25,000 0 0 $0
Sarah M Cunningham Sr. VP Chief Financial Officer Feb. 21, 2025 F 32,425 0 0 $0
Lawrence Kenneth Workman Jr SVP, GC and Secretary March 5, 2024 F 22,280 0 0 $0
Linda Jean Woermer Interim PFO/PAO March 7, 2023 A 5,323 0 0 $0
Dana B Sykes VP, GC and Secretary March 16, 2021 A 16,754 0 0 $0
Gregory E. Salyers Senior VP, Global Operations March 16, 2021 A 25,912 0 0 $0
Keith B Burns VP, Engineering and IT May 16, 2019 P 2,500 0 0 $0
Bela S Mehta Director July 1, 2026 A 10,361 0 0 $0
April L. Lane Director July 1, 2026 A 10,361 0 0 $0
Paul Dwinelle Furlow Director July 1, 2026 A 73,769 0 0 $0
Michael Sidney Miller Director July 1, 2026 A 57,641 0 0 $0
Mark R Belgya Director July 1, 2026 A 55,567 0 0 $0
Clara T. Rankin Williams Director July 1, 2026 A 207,196 0 0 $0
Thomas T Rankin Director July 1, 2026 A 191,719 0 0 $0
Dennis W Labarre Director July 1, 2026 A 73,236 0 0 $0
John C. Butler, Jr. Director July 1, 2026 A 185,068 0 0 $0
James A Ratner Director July 1, 2026 A 72,396 0 0 $0
Alfred M. Rankin, Jr. Director July 1, 2026 A 370,346 0 0 $0
John P Jumper Director July 1, 2025 A 47,976 0 0 $0
David F Taplin Director Dec. 9, 2024 J 71,403 0 0 $0
OSBORNE RICHARD DE J Director Sept. 26, 2017 J 13,616 0 0 $0
NACCO INDUSTRIES INC 10% owner Sept. 26, 2017 J 0 0 0 $0
David B. Williams — July 1, 2026 A 207,196 0 0 $0
Victoire G Rankin — July 1, 2026 A 370,346 0 0 $0
Corbin Rankin — July 1, 2026 A 191,719 0 0 $0
Helen Rankin Butler — July 1, 2026 A 185,068 0 0 $0
Paige J. Rankin — May 29, 2026 G — 0 0 $0
Trust f/b/o Paige J. Rankin 8/26/2016 — May 29, 2026 G — 0 0 $0
Claiborne Read Rankin III — May 29, 2026 G 0 0 0 $0
Matilda Alan Kuipers — May 29, 2026 G 0 0 0 $0
James T. Rankin Jr. — May 29, 2026 G 0 0 0 $0
Trust for Children of Julia Kuipers fbo Matilda Alan Kuipers — May 29, 2026 G 1,065 0 0 $0
Vested Trust for Margaret Pollard Rankin — May 29, 2026 G 0 0 0 $0
Vested Trust for James T. Rankin, Jr. — May 29, 2026 G 0 0 0 $0
Claiborne Rankin Trust for children of Claiborne Rankin Jr fbo Claiborne Read Rankin III — May 29, 2026 G 0 0 0 $0
Evelyn R Kuipers — May 29, 2026 G 0 0 0 $0
2013 Trust fbo Evelyn R. Kuipers — May 29, 2026 G 0 0 0 $0
Anne Farnham Rankin Trust 8/15/2012 — May 29, 2026 G 0 0 0 $0
Griffin B Butler — May 29, 2026 G 0 0 0 $0
Isabelle Seelbach — May 29, 2026 G 0 0 0 $0
Chloe R. Seelbach, Trustee under Claiborne Rankin Trust for Children of Chloe R. Seelbach DTD 12/21/04 FBO Isabelle Scott Seelbach — May 29, 2026 G 0 0 0 $0
Taplin E Seelbach — May 29, 2026 G 0 0 0 $0
Chloe R. Seelbach, Trustee UAD 2/2/05 The Taplin Elizabeth Seelbach Trust — May 29, 2026 G 0 0 0 $0
Chloe R. Seelbach, Trustee under Claiborne Rankin Trust for Children of Chloe R. Seelbach DTD 12/21/04 FBO Thomas Wilson Seelbach — May 29, 2026 G 0 0 0 $0
Thomas Wilson Seelbach — May 29, 2026 G 0 0 0 $0
Margo J.V. Williams — May 29, 2026 G 0 0 0 $0
Helen Charles Williams — May 29, 2026 G 0 0 0 $0
Margaret Pollard Rankin — May 29, 2026 G 0 0 0 $0
William A Rankin — May 29, 2026 G 1,126 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 16 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Alfred M. Rankin, Jr., Victoire G. Rankin, Helen R. Butler, John C. Butler, Jr., Clara T. Rankin Williams, David B. Williams, Thomas T. Rankin, Corbin K. Rankin, Matthew M. Rankin, Elizabeth B. Rankin, James T. Rankin, Lynne Turman Rankin, Thomas Parker Rankin, Claiborne R. Rankin, Chloe O. Rankin, Chloe R. Seelbach, Scott Seelbach, Claiborne R. Rankin, Jr., Julia L. Rankin Kuipers, Roger F. Rankin, Alison A. Rankin, Rankin Associates HBB, L.P., Rankin Management, Inc. ×11 filings June 13, 2025 85.30% Amendment — SEC
Rankin Associates HBB, L.P., Rankin Management, Inc., Alfred M. Rankin, Jr., Helen R. Butler, John C. Butler, Jr., Clara T. Rankin Williams, David B. Williams, Thomas T. Rankin, Corbin K. Rankin, Matthew M. Rankin, Elizabeth B. Rankin, James T. Rankin, Lynne T. Rankin, Thomas P. Rankin, Claiborne R. Rankin, Chloe O. Rankin, Chloe R. Seelbach, Scott W. Seelbach, Claiborne R. Rankin, Jr., Julia L. Rankin Kuipers, Roger F. Rankin, Alison A. Rankin ×3 filings June 13, 2025 85.30% Amendment — SEC
Rankin Associates II, L.P. ×3 filings Aug. 14, 2023 — Initial filing — SEC
Rankin Associates I, L.P. ×5 filings Aug. 14, 2023 — Initial filing — SEC
Rankin Associates IV, L.P. ×5 filings Aug. 14, 2023 — Initial filing — SEC
Feb. 13, 2023 — Initial filing — SEC
Feb. 10, 2023 — Initial filing — SEC
Beatrice B. Taplin, Britton T. Taplin, Frank F. Taplin Feb. 10, 2023 — Initial filing — SEC
Abigail II LLC TAX ID No., Beatrice B. Taplin, Britton T. Taplin, Frank F. Taplin ×2 filings June 6, 2022 — Initial filing — SEC
Britton T. Taplin Feb. 11, 2022 — Initial filing — SEC
BTR 2020 GST Trust for Helen R. Butler, BTR 2020 GST Trust for Clara R. Williams, BTR 2020 GST Trust for Matthew M. Rankin, BTR 2020 GST Trust for James T. Rankin, BTR 2020 GST Trust for Thomas P. K. Rankin, BTR 2020 GST Trust for Chloe R. Seelbach, BTR 2020 GST Trust for Claiborne R. Rankin, Jr., BTR 2020 GST Trust for Julia R. Kuipers, BTR 2020 GST Trust for Anne F. Rankin, BTR 2020 GST Trust for Elisabeth M. Rankin, Alfred M. Rankin, Jr., Helen R. Butler, Clara T. Rankin Williams, Thomas T. Rankin, Claiborne R. Rankin, Roger F. Rankin ×3 filings Feb. 11, 2022 — Initial filing — SEC
CRW 2020 GST Trust for Margo J.V. Williams, CRW 2020 GST Trust for Helen C. Williams, HRB 2020 GST Trust for Clara R. Butler, HRB 2020 GST Trust for Griffin B. Butler, JCB 2020 GST Trust for Clara R. Butler, JCB 2020 GST Trust for Griffin B. Butler Feb. 12, 2021 — Initial filing — SEC
Theodore D. Taplin, Britton T. Taplin, DiAhn E. Taplin, Elisabeth Marshall Rankin Main Trust u/a/d December 30, 2015, as amended, Paige J. Rankin (by Claiborne R. Rankin, Jr., as Custodian), Trust FBO Paige J. Rankin U/T/A Vested Trusts for Children of Claiborne R. Rankin, Jr. dated August 26, 2016, BTR 2020 GST Trust for Helen R. Butler, BTR 2020 GST Trust for Clara R. Williams, BTR 2020 GST Trust for Matthew M. Rankin, BTR 2020 GST Trust for James T. Rankin, BTR 2020 GST Trust for Thomas P. K. Rankin, BTR 2020 GST Trust for Chloe R. Seelbach, BTR 2020 GST Trust for Claiborne R. Rankin, Jr., BTR 2020 GST Trust for Julia R. Kuipers, BTR 2020 GST Trust for Anne F. Rankin, BTR 2020 GST Trust for Elisabeth M. Rankin, CRW 2020 GST Trust for Margo J.V. Williams, CRW 2020 GST Trust for Helen C. Williams, HRB 2020 GST Trust for Clara R. Butler, HRB 2020 GST Trust for Griffin B. Butler, JCB 2020 GST Trust for Clara R. Butler, JCB 2020 GST Trust for Griffin B. Butler Feb. 12, 2021 — Initial filing — SEC
2012 Alison A. Rankin Trust, 2012 Chloe O. Rankin Trust, 2012 Corbin K. Rankin Trust Feb. 12, 2021 — Initial filing — SEC
Abigail II LLC, Marital Trust created by the Agreement, dated January 21, 1966, as supplemented, amended and restated, between PNC Bank and Beatrice Taplin, as Trustees, and Thomas E. Taplin, for the benefit of Beatrice B. Taplin, Beatrice B. Taplin, Britton T. Taplin, Frank F. Taplin Nov. 23, 2020 — Initial filing — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 28 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
AVUV · AMERICAN CENTURY ETF TRUST 0.01% 163,896 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.01% 57,930 NS April 30, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.01% 10,530 NS May 31, 2026 N-PORT
RSSL · Global X Funds 0.00% 3,241 NS April 30, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.00% 31,183 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.00% 331 NS May 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.00% 12,679 NS April 30, 2026 N-PORT
EBI · RBB Fund Trust 0.00% 1,114 NS May 31, 2026 N-PORT
UWM · ProShares Trust 0.00% 259 NS May 31, 2026 N-PORT
URTY · ProShares Trust 0.00% 264 NS May 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.00% 10,060 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 389 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 16,086 NS April 30, 2026 N-PORT
HDG · ProShares Trust 0.00% 7 NS May 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 715 NS April 30, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 201 NS May 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 265 NS April 30, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 8 NS April 30, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 4 NS April 30, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VTI · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
IWN · iShares Trust — — Aug. 17, 2026 Daily
IWM · iShares Trust — — Aug. 18, 2026 Daily
IWC · iShares Trust — — Aug. 18, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust — — July 13, 2026 Daily