Hamilton Beach Brands Holding Co(HBB)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #1,939 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
HBB Stock Analysis & AI Quality Score
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 40.4/100 on a 32-signal composite quality model, placing it at rank #1,939 of 2,879 stocks — the bottom half of the AI-ranked universe. HBB scores in the top quartile across earnings quality (86.9). Areas of concern include institutional flow (20.8) and revenue growth (23.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Hamilton Beach Brands Holding Co reports quarterly revenue of $122.0M, net income of $3.5M, an operating margin of 4.1%. Top institutional holders of HBB by reported 13-F value include BlackRock,, AMERIPRISE FINANCIAL, 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 54 since 2021, currently 40.4 — a declining long-term trajectory across 28 quarterly and live scoring snapshots.
Revenue
Q1 2026
$122.0M
Net Income
Q1 2026
$3.5M
Free Cash Flow
Q1 2026
$3.0M
Operating Margin
Q1 2026
4.1%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+4.6% YoYNet Income
+21.9% YoYOperating Income
+23.1% YoYEPS (Diluted)
+22.2% YoYTotal Assets
+7.9% YoYTotal Debt
+0.0% YoYOp. Cash Flow
-26.2% YoY| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2017 |
|---|---|---|---|---|---|---|
| Revenue | $654.7M +4.6% | $625.6M -2.4% | $640.9M -2.6% | $658.4M +9.1% | $603.7M -18.5% | $740.7M |
| Net Income | $30.8M +21.9% | $25.2M -0.1% | $25.3M +18.6% | $21.3M -53.9% | $46.3M +158.4% | $17.9M |
| Operating Income | $43.2M +23.1% | $35.1M -9.6% | $38.8M +23.0% | $31.5M -15.7% | $37.4M -6.3% | $39.9M |
| EPS (Diluted) | $2.20 +22.2% | $1.80 -0.6% | $1.81 +18.3% | $1.53 -54.6% | $3.37 +157.3% | $1.31 |
| Total Assets | $415.1M +7.9% | $384.7M -1.1% | $388.9M +1.7% | $382.5M -2.2% | $391.2M +19.9% | $326.2M |
| Total Debt | $50.0M +0.0% | $50.0M -54.9% | $110.9M | — | $98.4M +391.8% | $20.0M |
| Operating Cash Flow | $65.4M -26.2% | $88.6M +2693.2% | $-3.4M -119.1% | $17.9M | — | $33.4M |
AI Insight: HBB Financial Trends
Revenue declined 8% year-over-year in Q1 2026 ($122M vs $133M), while operating income also contracted, signaling softening demand heading into 2026.
• Q1 2026 revenue fell to $122M from $133M in Q1 2025, an 8% year-over-year decline.
• Operating income in Q1 2026 was $5M vs $2M in Q1 2025, a modest improvement despite lower revenue.
• Equity grew steadily from $146M in Q2 2024 to $185M in Q1 2026, reflecting retained earnings accumulation.
• Total debt remained flat at $50M in both Q4 2024 and Q4 2025, suggesting stable leverage over the year.
⚠ Operating cash flow collapsed to $-30M in Q2 2025; Q1 2026 OCF of $3M remains well below prior-year levels.
⚠ Q4 net income dropped to $19M in Q4 2025 from $24M in Q4 2024 despite near-identical revenue — margin erosion warrants monitoring.
⚠ Revenue trend across Q1–Q3 quarters has been range-bound ($122M–$157M); any further compression would pressure annual earnings.
AI Insight: HBB Ratio Trends
HBB's seasonally strong Q4 2025 lifted full-year profitability, but Q1 2026 margins contracted sharply versus Q4 2025, underscoring heavy seasonality risk.
• Q4 operating margin improved to 11.9% in Q4 2025 from 11.0% in Q4 2024, showing modest year-over-year peak-season progress.
• TTM ROIC stands at 21.2%, down materially from 43.7% in Q4 2025, reflecting the drag of weak Q1–Q3 quarters.
• D/E ratio edged down to 0.27 in Q4 2025 from 0.30 in Q4 2024, indicating slight deleveraging over the year.
• Q1 2026 operating margin of 4.1% and NPM of 2.9% remain deeply below the Q4 2025 peaks of 11.9% and 8.7%.
⚠ Q3 2025 ROIC collapsed to 7.0% from 28.3% in Q3 2024 — a sharp year-over-year deterioration in the off-peak quarter.
⚠ NPM swings from 1.2% in Q3 2025 to 8.7% in Q4 2025 highlight extreme earnings concentration in one quarter.
⚠ D/E data is absent for most quarters; full leverage picture remains unclear outside year-end reporting periods.
Get alerted when HBB's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for Hamilton Beach Brands Holding Co including:
Top Institutional Holders of HBB
BlackRock, Inc.
$9.7M513,056 shAMERIPRISE FINANCIAL INC
$9.1M479,767 shDIMENSIONAL FUND ADVISORS LP
$7.5M396,172 shPacific Ridge Capital Partners, LLC
$6.5M344,109 shVANGUARD CAPITAL MANAGEMENT LLC
$5.7M299,994 shNorth Star Investment Management Corp.
$3.6M190,600 shAMERICAN CENTURY COMPANIES INC
$3.6M189,531 shGEODE CAPITAL MANAGEMENT, LLC
$2.9M154,864 shCurbstone Financial Management Corp
$2.6M136,898 shSTATE STREET CORP
$2.5M130,425 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $9.7M | 513,056 |
| AMERIPRISE FINANCIAL INC | $9.1M | 479,767 |
| DIMENSIONAL FUND ADVISORS LP | $7.5M | 396,172 |
| Pacific Ridge Capital Partners, LLC | $6.5M | 344,109 |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.7M | 299,994 |
| North Star Investment Management Corp. | $3.6M | 190,600 |
| AMERICAN CENTURY COMPANIES INC | $3.6M | 189,531 |
| GEODE CAPITAL MANAGEMENT, LLC | $2.9M | 154,864 |
| Curbstone Financial Management Corp | $2.6M | 136,898 |
| STATE STREET CORP | $2.5M | 130,425 |
More Technology Companies
View all Technology →Put HBB on your watchlist
Track score changes the day Hamilton Beach Brands Holding Co files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
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.
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.