Bernzott Capital Fully Exits Hillenbrand Position
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3d ago
0mins
Should l Buy HI?
Source: Fool
- Complete Exit: On February 3, 2026, Bernzott Capital Advisors fully liquidated its position in Hillenbrand by selling 389,330 shares for an estimated $10.53 million, reflecting a cautious stance towards the company's market outlook.
- Market Value Impact: The transaction resulted in a $10.53 million decline in Hillenbrand's quarter-end value, indicating investor sentiment deterioration following the acquisition announcement and the stock's price movements.
- Acquisition Context: Hillenbrand announced in October 2025 that it would be acquired by Lone Star Funds for $32 per share in cash, representing a 30% premium, but with the stock trading close to the buyout price, Bernzott opted to exit to pursue better investment opportunities.
- Poor Market Performance: Hillenbrand's stock has declined between 20% to 39% year-to-date in 2025, underperforming the S&P 500 by 21.6 percentage points, prompting investors to reassess their holdings to optimize asset allocation.
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Analyst Views on HI
Wall Street analysts forecast HI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HI is 32.00 USD with a low forecast of 32.00 USD and a high forecast of 32.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
0 Buy
2 Hold
0 Sell
Hold
Current: 31.880
Low
32.00
Averages
32.00
High
32.00
Current: 31.880
Low
32.00
Averages
32.00
High
32.00
About HI
Hillenbrand, Inc. is a global industrial company that provides processing equipment and solutions. The Company operates through two segments: Advanced Process Solutions and Molding Technology Solutions. Its Advanced Process Solutions segment designs, engineers, manufactures, markets, and services differentiated process and material handling equipment and systems for a variety of industries, including plastics, food and pharmaceuticals, chemicals, fertilizers, minerals, energy, recycling, and other general industrials. Its Molding Technology Solutions segment provides highly engineered equipment, systems, and aftermarket parts and services for the plastic technology processing industry. This segment has a comprehensive product portfolio that includes injection molding and extrusion equipment, hot runner systems, process control systems, mold bases and components, and MRO supplies. Its brands include Coperion, Milacron, Herbold, Shick Esteve, K-Tron and Rotex.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Bernzott Capital Fully Liquidates Hillenbrand Position
- Complete Liquidation: On February 3, 2026, Bernzott Capital sold 389,330 shares of Hillenbrand, with an estimated transaction value of $10.53 million, reflecting the fund's rapid response to market conditions.
- Asset Value Decline: This transaction resulted in a $10.53 million decrease in the quarter-end position value, showcasing the dual impact of trading activity and share price movement, marking a significant reduction in the company's importance within the fund's asset management.
- Full Exit: Following this trade, Bernzott Capital held zero shares in Hillenbrand, which previously accounted for 5.0% of the fund's assets under management, indicating a complete abandonment of this investment.
- Acquisition Context: The announcement of Hillenbrand's acquisition by Lone Star Funds at $32 per share prompted Bernzott Capital to divest its holdings, as the acquisition premium of approximately 30% significantly diminished the strategic rationale for continuing to hold the stock.
See More
Bernzott Capital Fully Exits Hillenbrand Position
- Complete Exit: On February 3, 2026, Bernzott Capital Advisors fully liquidated its position in Hillenbrand by selling 389,330 shares for an estimated $10.53 million, reflecting a cautious stance towards the company's market outlook.
- Market Value Impact: The transaction resulted in a $10.53 million decline in Hillenbrand's quarter-end value, indicating investor sentiment deterioration following the acquisition announcement and the stock's price movements.
- Acquisition Context: Hillenbrand announced in October 2025 that it would be acquired by Lone Star Funds for $32 per share in cash, representing a 30% premium, but with the stock trading close to the buyout price, Bernzott opted to exit to pursue better investment opportunities.
- Poor Market Performance: Hillenbrand's stock has declined between 20% to 39% year-to-date in 2025, underperforming the S&P 500 by 21.6 percentage points, prompting investors to reassess their holdings to optimize asset allocation.
See More
Precious Metals & Critical Minerals Virtual Investor Conference Announced
- Conference Agenda Released: The Precious Metals & Critical Minerals Virtual Investor Conference is scheduled for February 10-12, inviting individual and institutional investors to participate at no cost, aiming to broaden the investor base and facilitate company strategy communication.
- One-on-One Meeting Setup: Investors are encouraged to pre-register and run system checks to expedite participation and receive event updates, ensuring smooth scheduling of 1x1 meetings with management, thereby enhancing investor relations management efficiency.
- Diverse Industry Participants: The conference will feature multiple companies in the precious metals and critical minerals sector, including Valkea Resources and Cabral Gold, showcasing innovations and developments within the industry to attract investor interest and investment.
- Enhanced Investor Engagement: Virtual Investor Conferences provide a real-time interactive platform that helps companies connect with investors more efficiently, improving their presentation capabilities and communication effectiveness, thus driving higher investor participation and market awareness.
See More
Highland Copper (HI) Sells 34% White Pine Project for Approximately $30 Million
- Agreement Signed: Highland Copper has signed a definitive Membership Interest Purchase Agreement with Kinterra to sell its 34% interest in the White Pine North Project for approximately $30 million, reflecting the company's proactive asset optimization strategy.
- Cash Flow Improvement: The transaction includes $18.3 million in cash, net of the outstanding loan principal and interest owed to Kinterra, which is expected to total around $11.7 million at closing, significantly enhancing the company's liquidity.
- Debt Clearance Plan: Proceeds from the sale of White Pine will be utilized to fund corporate and Copperwood Project activities, eliminate existing debt, and streamline the overall corporate structure, thereby improving financial health.
- Transaction Timeline: The parties aim to close the transaction in January 2026, with a final deadline of February 27, 2026, subject to TSX Venture Exchange approval and other customary conditions, ensuring the company's future stability.
See More
Lone Star Initiates Change of Control Offers for Hillenbrand's Notes at 101% Repurchase Price
- Bond Repurchase Plan: Lone Star has announced the initiation of Change of Control Offers to repurchase Hillenbrand's 2029 and 2031 Senior Notes at a price equal to 101% of their principal amount, providing additional liquidity to noteholders and enhancing investment appeal.
- Merger Context: This repurchase is linked to the merger agreement signed on October 14, 2025, which will result in Hillenbrand becoming a wholly-owned subsidiary of Lone Star, expected to enhance the company's market position and financial stability.
- Impact of Ratings Event: If the notes are downgraded to non-investment grade during the merger period, the repurchase will trigger a Change of Control event, potentially affecting the company's future financing capabilities and investor confidence.
- Repurchase Conditions: The execution of the repurchase plan is contingent upon the completion of the merger and the occurrence of a Ratings Event, indicating Lone Star's commitment to Hillenbrand's future financial health while providing a clear exit strategy for investors.
See More
Lone Star Initiates Change of Control Offers for Hillenbrand's Senior Notes at 101% Repurchase Price
- Bond Repurchase Plan: Lone Star has announced the initiation of Change of Control Offers to repurchase Hillenbrand's 6.25% and 3.75% Senior Notes at a price equal to 101% of their principal amount, aimed at bolstering investor confidence in light of the upcoming merger.
- Merger Context: This repurchase is linked to the merger agreement signed on October 14, 2025, under which Hillenbrand will become a wholly-owned subsidiary of Lone Star, expected to enhance the company's competitive position in the market.
- Impact of Ratings Event: Should the notes be downgraded to non-investment grade post-merger, the repurchase will trigger a Change of Control event, ensuring creditor rights and mitigating potential financial risks.
- Repurchase Conditions: The execution of the repurchase plan is contingent upon the completion of the merger and the occurrence of a Ratings Event, limited to notes that are validly tendered, reflecting a commitment to creditor interests and compliance.
See More
Bernzott Capital Fully Liquidates Hillenbrand Position
- Complete Liquidation: On February 3, 2026, Bernzott Capital sold 389,330 shares of Hillenbrand, with an estimated transaction value of $10.53 million, reflecting the fund's rapid response to market conditions.
- Asset Value Decline: This transaction resulted in a $10.53 million decrease in the quarter-end position value, showcasing the dual impact of trading activity and share price movement, marking a significant reduction in the company's importance within the fund's asset management.
- Full Exit: Following this trade, Bernzott Capital held zero shares in Hillenbrand, which previously accounted for 5.0% of the fund's assets under management, indicating a complete abandonment of this investment.
- Acquisition Context: The announcement of Hillenbrand's acquisition by Lone Star Funds at $32 per share prompted Bernzott Capital to divest its holdings, as the acquisition premium of approximately 30% significantly diminished the strategic rationale for continuing to hold the stock.
See More
Bernzott Capital Fully Exits Hillenbrand Position
- Complete Exit: On February 3, 2026, Bernzott Capital Advisors fully liquidated its position in Hillenbrand by selling 389,330 shares for an estimated $10.53 million, reflecting a cautious stance towards the company's market outlook.
- Market Value Impact: The transaction resulted in a $10.53 million decline in Hillenbrand's quarter-end value, indicating investor sentiment deterioration following the acquisition announcement and the stock's price movements.
- Acquisition Context: Hillenbrand announced in October 2025 that it would be acquired by Lone Star Funds for $32 per share in cash, representing a 30% premium, but with the stock trading close to the buyout price, Bernzott opted to exit to pursue better investment opportunities.
- Poor Market Performance: Hillenbrand's stock has declined between 20% to 39% year-to-date in 2025, underperforming the S&P 500 by 21.6 percentage points, prompting investors to reassess their holdings to optimize asset allocation.
See More
Precious Metals & Critical Minerals Virtual Investor Conference Announced
- Conference Agenda Released: The Precious Metals & Critical Minerals Virtual Investor Conference is scheduled for February 10-12, inviting individual and institutional investors to participate at no cost, aiming to broaden the investor base and facilitate company strategy communication.
- One-on-One Meeting Setup: Investors are encouraged to pre-register and run system checks to expedite participation and receive event updates, ensuring smooth scheduling of 1x1 meetings with management, thereby enhancing investor relations management efficiency.
- Diverse Industry Participants: The conference will feature multiple companies in the precious metals and critical minerals sector, including Valkea Resources and Cabral Gold, showcasing innovations and developments within the industry to attract investor interest and investment.
- Enhanced Investor Engagement: Virtual Investor Conferences provide a real-time interactive platform that helps companies connect with investors more efficiently, improving their presentation capabilities and communication effectiveness, thus driving higher investor participation and market awareness.
See More
Highland Copper (HI) Sells 34% White Pine Project for Approximately $30 Million
- Agreement Signed: Highland Copper has signed a definitive Membership Interest Purchase Agreement with Kinterra to sell its 34% interest in the White Pine North Project for approximately $30 million, reflecting the company's proactive asset optimization strategy.
- Cash Flow Improvement: The transaction includes $18.3 million in cash, net of the outstanding loan principal and interest owed to Kinterra, which is expected to total around $11.7 million at closing, significantly enhancing the company's liquidity.
- Debt Clearance Plan: Proceeds from the sale of White Pine will be utilized to fund corporate and Copperwood Project activities, eliminate existing debt, and streamline the overall corporate structure, thereby improving financial health.
- Transaction Timeline: The parties aim to close the transaction in January 2026, with a final deadline of February 27, 2026, subject to TSX Venture Exchange approval and other customary conditions, ensuring the company's future stability.
See More
Lone Star Initiates Change of Control Offers for Hillenbrand's Notes at 101% Repurchase Price
- Bond Repurchase Plan: Lone Star has announced the initiation of Change of Control Offers to repurchase Hillenbrand's 2029 and 2031 Senior Notes at a price equal to 101% of their principal amount, providing additional liquidity to noteholders and enhancing investment appeal.
- Merger Context: This repurchase is linked to the merger agreement signed on October 14, 2025, which will result in Hillenbrand becoming a wholly-owned subsidiary of Lone Star, expected to enhance the company's market position and financial stability.
- Impact of Ratings Event: If the notes are downgraded to non-investment grade during the merger period, the repurchase will trigger a Change of Control event, potentially affecting the company's future financing capabilities and investor confidence.
- Repurchase Conditions: The execution of the repurchase plan is contingent upon the completion of the merger and the occurrence of a Ratings Event, indicating Lone Star's commitment to Hillenbrand's future financial health while providing a clear exit strategy for investors.
See More
Lone Star Initiates Change of Control Offers for Hillenbrand's Senior Notes at 101% Repurchase Price
- Bond Repurchase Plan: Lone Star has announced the initiation of Change of Control Offers to repurchase Hillenbrand's 6.25% and 3.75% Senior Notes at a price equal to 101% of their principal amount, aimed at bolstering investor confidence in light of the upcoming merger.
- Merger Context: This repurchase is linked to the merger agreement signed on October 14, 2025, under which Hillenbrand will become a wholly-owned subsidiary of Lone Star, expected to enhance the company's competitive position in the market.
- Impact of Ratings Event: Should the notes be downgraded to non-investment grade post-merger, the repurchase will trigger a Change of Control event, ensuring creditor rights and mitigating potential financial risks.
- Repurchase Conditions: The execution of the repurchase plan is contingent upon the completion of the merger and the occurrence of a Ratings Event, limited to notes that are validly tendered, reflecting a commitment to creditor interests and compliance.
See More
