Hillenbrand, Inc. Investigated for $32 Per Share Sale to Lone Star Funds Affiliate
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 03 2025
0mins
Should l Buy HI?
Source: PRnewswire
- Transaction Investigation: Former Louisiana Attorney General Charles C. Foti and his law firm Kahn Swick & Foti are investigating Hillenbrand, Inc.'s proposed sale to an affiliate of Lone Star Funds for $32 per share, aiming to assess whether this consideration undervalues the company.
- Shareholder Rights Concern: The investigation seeks to ensure that Hillenbrand shareholders receive fair compensation, and any findings of inadequacy could undermine shareholder confidence in the company's future prospects.
- Legal Consultation Services: KSF offers no-obligation legal consultations, encouraging shareholders to discuss the fairness of the transaction, highlighting a commitment to protecting investor rights.
- Market Reaction Potential: Should the investigation reveal unfairness in the transaction, it may prompt shareholders to take legal action, potentially impacting Hillenbrand's market performance and stock price stability.
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Analyst Views on HI
Wall Street analysts forecast HI stock price to rise
2 Analyst Rating
0 Buy
2 Hold
0 Sell
Hold
Current: 31.980
Low
32.00
Averages
32.00
High
32.00
Current: 31.980
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.
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- Availability of Presentation Materials: Company presentation materials from the conference are now available for on-demand viewing for 90 days, providing investors with convenient access to critical information that enhances decision-making efficiency.
- One-on-One Meeting Arrangements: Selected companies are accepting one-on-one management meeting requests until February 25, offering investors direct communication opportunities with company leadership, thereby fostering interaction and trust between investors and companies.
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- Industry Impact: The addition of RingCentral will further strengthen the representation of the information technology sector within the small-cap index, reflecting ongoing market interest and investment enthusiasm for technology companies.
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See More
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- Availability of Presentation Materials: Company presentation materials from the conference are now available for on-demand viewing for 90 days, providing investors with convenient access to critical information that enhances decision-making efficiency.
- One-on-One Meeting Arrangements: Selected companies are accepting one-on-one management meeting requests until February 25, offering investors direct communication opportunities with company leadership, thereby fostering interaction and trust between investors and companies.
- Advantages of Virtual Conferences: Virtual Investor Conferences provide a real-time interactive platform that enables companies to engage investors more efficiently, enhancing investor participation and information access, marking a new trend in investor relations management.
See More
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- Index Change: RingCentral (RNG) will be added to the S&P SmallCap 600 index prior to trading on February 12, 2026, replacing Hillenbrand (HI), which is expected to enhance RNG's market visibility and liquidity, potentially attracting more investor interest.
- Acquisition Deal: Hillenbrand is being acquired by an affiliate of Lone Star Funds in an all-cash transaction valued at approximately $32.00 per share, implying an enterprise value of about $3.8 billion, which will provide significant returns to Hillenbrand's shareholders and may impact its future market positioning.
- Product Outlook: RingCentral shows promise with new product launches and is willing to invest at low price points, indicating confidence in future growth, which may attract value-seeking investors.
- Operating Leverage Effect: The operating leverage effect at RingCentral remains in play, suggesting potential for improved efficiency and profitability, which could further enhance financial performance and strengthen market competitiveness.
See More
RingCentral to Replace Hillenbrand in S&P SmallCap 600 Index
- Index Change: RingCentral (RNG) will be added to the S&P SmallCap 600 Index effective February 12, 2026, replacing Hillenbrand (HI), which is expected to enhance RingCentral's visibility and market recognition among investors.
- Acquisition Impact: Lone Star Funds is acquiring Hillenbrand, with the deal expected to close soon, which may affect Hillenbrand's market performance and its position within the small-cap index.
- Market Reaction: This change could prompt investors to reassess RingCentral, particularly in the information technology sector, likely attracting more capital inflows into the stock and further driving its price upward.
- Importance of S&P Index: S&P Dow Jones Indices is the largest index provider globally, and RingCentral's inclusion will increase its visibility among global investors, enhancing its competitive position in the market.
See More
RingCentral to Replace Hillenbrand in S&P SmallCap 600 Index
- Index Change: RingCentral will replace Hillenbrand in the S&P SmallCap 600 effective February 12, 2026, which is expected to enhance RingCentral's market visibility and potentially attract more investor interest.
- Acquisition Context: Lone Star Funds is acquiring Hillenbrand, with the deal expected to close soon, which may impact Hillenbrand's stock performance and market positioning.
- Industry Impact: The addition of RingCentral will further strengthen the representation of the information technology sector within the small-cap index, reflecting ongoing market interest and investment enthusiasm for technology companies.
- Investor Confidence: As the largest global index provider, changes by S&P Dow Jones Indices typically influence investor asset allocation strategies, and RingCentral's inclusion may enhance its trust and appeal among investors.
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
