What is the 13F Pro Quality Score for HBB?

13F Pro ranks Hamilton Beach Brands Holding Co (HBB) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View HBB's current score at https://13fpro.ai/company/HBB (free sign-up required for the full ranking).

Which hedge funds own the most HBB stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of HBB include AMERIPRISE FINANCIAL, BlackRock,, DIMENSIONAL FUND ADVISORS. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/HBB as soon as new 13F filings post.

Where does 13F Pro source HBB data?

All Hamilton Beach Brands Holding Co fundamentals and ownership data come directly from SEC EDGAR. Hamilton Beach Brands Holding Co files with the SEC under CIK 1709164. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is HBB in?

Hamilton Beach Brands Holding Co (HBB) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives HBB's revenue?

Per Hamilton Beach Brands Holding Co's latest 10-Q filed with the SEC on 2026-08-05, the biggest revenue drivers are: Home and Commercial Products ($140.2M); Consumer products ($122.2M); Commercial products ($16.3M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/HBB.

What are HBB's largest expenses?

Hamilton Beach Brands Holding Co's latest 10-Q reports these as the largest expense items: Cost of sales ($65.1M, -29.7% YoY); Selling, general and administrative expenses ($34.3M, +17.5% YoY). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

How often is HBB research updated on 13F Pro?

HBB's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Hamilton Beach Brands Holding Co(HBB)Stock Analysis

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13F Pro Quality Score

57.8/100

Rank #1,075 of 2,962 stocksTOP 50%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

34.3/100

Profitability

71.1/100

Balance Sheet

92.8/100

Earnings Quality

64.3/100

Free Cash Flow

66.6/100

Institutional Flow

9.6/100

Revenue Scale

40.5/100

Dilution Risk

67.8/100

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Why HBB Scores 58/100

exact factor attribution · 2026-09-11

HBB's composite is driven by capital efficiency and profitability, held back by revenue growth and institutional flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Capital efficiency

+4.3 pts

93th pct

Profitability

+3.2 pts

71th pct

Free cash flow

+2.5 pts

67th pct

Earnings growth

+2.2 pts

93th pct

Earnings quality

+1.4 pts

64th pct

Shareholder dilution

+0.9 pts

68th pct

Scale

-1.4 pts

41th pct

Institutional flow

-2.0 pts

10th pct

Revenue growth

-3.1 pts

34th pct

Latest change (2026-08-06): 40 → 43 · ↑ Free cash flow 28→54; despite ↓ Earnings growth 87→39

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

HBB Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Hamilton Beach Brands Holding Co (HBB), a Technology sector company. 13F Pro's AI-powered ranking engine scores HBB at 57.8/100 on a 32-signal composite quality model, placing it at rank #1,075 of 2,962 stocks — the top half of the AI-ranked universe. HBB scores in the top quartile across balance sheet strength (92.8). Areas of concern include institutional flow (9.6) and revenue growth (34.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Hamilton Beach Brands Holding Co reports quarterly revenue of $142.6M, net income of $33.7M, free cash flow of $57.7M. Top institutional holders of HBB by reported 13-F value include AMERIPRISE FINANCIAL, BlackRock, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. HBB trades on the NYSE exchange and files with the SEC under CIK 1709164. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HBB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Hamilton Beach Brands Holding Co directly from SEC EDGAR. Hamilton Beach Brands Holding Co's 13F Pro composite quality score has ranged between 33 and 72 since 2021, currently 57.8 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

What's Driving HBB's Business? Latest 10-Q Breakdown

✓ 30/30 datapoints verified

AI-extracted from Hamilton Beach Brands Holding Co's 10-Q filed 2026-08-05 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

A $36.5M IEEPA tariff refund lifted gross margin to 54.3% from 27.5% and net income to $33.7M on revenue of $142.6M, up 11.6% YoY.

Biggest Revenue Drivers

Home and Commercial Products$140.2M

Higher volumes in the U.S. Consumer business reflecting recovery from Q2 2025, when retailers paused buying to assess inventory and IEEPA tariff price increases

Health$2.5M

Leases of connected devices to specialty pharmacy networks and licensing of healthcare management software

Biggest Revenue Drivers

Total revenue: $142.6M+11.6% YoY

Home and Commercial Products$140.2M

Higher volumes in the U.S. Consumer business reflecting recovery from Q2 2025, when retailers paused buying to assess inventory and IEEPA tariff price increases

Within Home and Commercial Products

Consumer products$122.2M

Small electric household and specialty housewares appliances sold to brick-and-mortar and ecommerce retailers, mostly North America

Commercial products$16.3M

Products for restaurants, fast-food chains, bars and hotels; roughly two-thirds of commercial sales are in the U.S.

Health$2.5M

Leases of connected devices to specialty pharmacy networks and licensing of healthcare management software

Largest Expense Items

Cost of sales$65.1M-29.7% YoY

Reduced by $36.5M of IEEPA Tariff Refunds and sell-through of inventory no longer subject to IEEPA tariffs

Selling, general and administrative expenses$34.3M+17.5% YoY

Higher incentive-related personnel costs, plus $1.4 million accelerated depreciation of the legacy ERP system

Margins: Gross margin rose to 54.3% from 27.5%, driven by one-time IEEPA Tariff Refunds of $36.5 million and sell-through of untariffed inventory; excluding these, margin would have been 26.1%.

Watch Items from the Filing

Management states the IEEPA benefits are non-recurring and will not persist beyond sell-through of the affected inventory; ex-benefit Q2 gross margin was 26.1%.
IEEPA refunds are accounted for as a gain contingency, recognized only when realized; $36.5M received plus $1.2M interest as of June 30, 2026.
Company transitioned away from its non-recourse receivables sale arrangement: $0.0M derecognized in Q2 2026 versus $34.2M in Q2 2025.
Supplier finance program held $26.5 million of outstanding payment obligations at June 30, 2026, against a $65.0 million program limit.
Cash rose to $101.5M with $50.0M drawn on the $125.0 million HBB Facility and Excess Availability of $54.3 million; $22.1 million remains authorized for buybacks.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$142.6M

Net Income

Q2 2026

$33.7M

Free Cash Flow

Q2 2026

$57.7M

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

-7.3% YoY

$606.9MFY 2025

FY22 $640.9MFY23 $625.6MFY24 $654.7MFY25 $606.9M

Net Income

-14.0% YoY

$26.5MFY 2025

FY22 $25.3MFY23 $25.2MFY24 $30.8MFY25 $26.5M

Operating Income

-15.3% YoY

$36.6MFY 2025

FY22 $38.8MFY23 $35.1MFY24 $43.2MFY25 $36.6M

EPS (Diluted)

-11.4% YoY

$1.95FY 2025

FY22 $1.81FY23 $1.80FY24 $2.20FY25 $1.95

Total Assets

-4.2% YoY

$397.6MFY 2025

FY22 $388.9MFY23 $384.7MFY24 $415.1MFY25 $397.6M

Total Debt

+0.0% YoY

$50.0MFY 2025

FY22 $110.9MFY23 $50.0MFY24 $50.0MFY25 $50.0M

Op. Cash Flow

-78.9% YoY

$13.8MFY 2025

FY22 $-3.4MFY23 $88.6MFY24 $65.4MFY25 $13.8M

Free Cash Flow

-82.3% YoY

$11.0MFY 2025

FY22 $-5.7MFY23 $85.2MFY24 $62.2MFY25 $11.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$606.9M -7.3%	$654.7M +4.6%	$625.6M -2.4%	$640.9M -2.6%	$658.4M +9.1%	$603.7M
Net Income	$26.5M -14.0%	$30.8M +21.9%	$25.2M -0.1%	$25.3M +18.6%	$21.3M -53.9%	$46.3M
Operating Income	$36.6M -15.3%	$43.2M +23.1%	$35.1M -9.6%	$38.8M +23.0%	$31.5M -15.7%	$37.4M
EPS (Diluted)	$1.95 -11.4%	$2.20 +22.2%	$1.80 -0.6%	$1.81 +18.3%	$1.53 -54.6%	$3.37
Total Assets	$397.6M -4.2%	$415.1M +7.9%	$384.7M -1.1%	$388.9M +1.7%	$382.5M -2.2%	$391.2M
Total Debt	$50.0M +0.0%	$50.0M +0.0%	$50.0M -54.9%	$110.9M	—	$98.4M
Operating Cash Flow	$13.8M -78.9%	$65.4M -26.2%	$88.6M +2693.2%	$-3.4M -119.1%	$17.9M	—
Free Cash Flow	$11.0M -82.3%	$62.2M -27.0%	$85.2M +1595.8%	$-5.7M -194.7%	$6.0M	—

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Available Research

13F Pro tracks comprehensive data for Hamilton Beach Brands Holding Co including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of HBB

AMERIPRISE FINANCIAL INC
$12.4M536,337 sh
BlackRock, Inc.
$12.3M532,666 sh
DIMENSIONAL FUND ADVISORS LP
$9.2M398,697 sh
Pacific Ridge Capital Partners, LLC
$7.9M341,468 sh
VANGUARD CAPITAL MANAGEMENT LLC
$5.8M253,077 sh
North Star Investment Management Corp.
$4.4M190,600 sh
AMERICAN CENTURY COMPANIES INC
$4.1M180,073 sh
GEODE CAPITAL MANAGEMENT, LLC
$3.9M169,202 sh
STATE STREET CORP
$3.0M130,525 sh
BRIDGEWAY CAPITAL MANAGEMENT, LLC
$2.4M106,137 sh

Fund	Value	Shares
AMERIPRISE FINANCIAL INC	$12.4M	536,337
BlackRock, Inc.	$12.3M	532,666
DIMENSIONAL FUND ADVISORS LP	$9.2M	398,697
Pacific Ridge Capital Partners, LLC	$7.9M	341,468
VANGUARD CAPITAL MANAGEMENT LLC	$5.8M	253,077
North Star Investment Management Corp.	$4.4M	190,600
AMERICAN CENTURY COMPANIES INC	$4.1M	180,073
GEODE CAPITAL MANAGEMENT, LLC	$3.9M	169,202
STATE STREET CORP	$3.0M	130,525
BRIDGEWAY CAPITAL MANAGEMENT, LLC	$2.4M	106,137

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Is HBB a good stock to buy?

13F Pro's AI-powered analysis of Hamilton Beach Brands Holding Co (HBB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for HBB are available on the HBB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. HBB is classified as a small company.

Which hedge funds own HBB?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling HBB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Hamilton Beach Brands Holding Co's investment landscape.