Hillenbrand, Inc. (HI)

In the past six months, Hillenbrand's stock has been impacted by several events. On October 15, 2025, Hillenbrand announced it would be acquired by Lone Star Funds for $32.00 per share, leading to an 18% stock price increase. In late September 2025, Hillenbrand shares rose by 11.4% following reports of final sale bids. On August 11, 2025, Hillenbrand reported its fiscal third-quarter 2025 results, with earnings per share at $0.51 and revenue at $598.90 million. Hillenbrand declared a quarterly dividend of $0.225 per share, paid on September 30, 2025.

Hillenbrand's product and service demand is influenced by cyclical factors, particularly in its Advanced Process Solutions (APS) segment, which is tied to capital equipment demand and broader macroeconomic conditions. The company has experienced softer order patterns and project delays due to global macroeconomic uncertainty and tariff announcements. However, management has noted a pickup in order activity, especially in plastics across the U.S. and Asia. The Molding Technology Solutions (MTS) segment is characterized as a short-cycle business, meaning that a recovery in demand in this area can translate quickly into revenue and margin improvements. The demand for Hillenbrand's products is subject to economic cycles and investment trends in the industries it serves.

Hillenbrand, Inc. is a global industrial company specializing in engineered processing equipment and solutions, operating in the Industrials sector. The company's portfolio includes leading industrial brands serving diverse end markets. Hillenbrand operates through two segments: Advanced Process Solutions (APS), which designs and manufactures process and material handling equipment, and Molding Technology Solutions (MTS), which provides equipment, systems, and services for plastic technology and processing. In 2023, Hillenbrand divested its Batesville casket business to focus on industrial equipment and systems.

Hillenbrand is a global company serving customers in over 100 countries. The company's operations and key offices are located across various regions, including the United States (headquartered in Batesville, Indiana), China, India, and Germany.

In the past year, Hillenbrand's brand reputation has seen positive recognition. In December 2024, Newsweek named Hillenbrand to its "America's Most Responsible Companies 2025 List." The recent announcement of the company's acquisition by Lone Star Funds for a substantial premium could also be viewed positively by shareholders, reflecting a successful strategic repositioning of the business.

Hillenbrand, Inc. has a mixed ownership structure, with a significant portion held by institutional investors, ranging from approximately 89.09% to 91.21%. Insiders own around 1.06% to 6.50% of the company, while retail investors hold approximately 2.29% to 35.22%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., Fmr LLC, Fuller & Thaler Asset Management, Inc., Clarkston Capital Partners LLC, Dimensional Fund Advisors LP and State Street Corp. The largest individual shareholder is W. August Hillenbrand, who owns approximately 1.57 million shares, representing 2.23% of the company.