A. O. Smith Co. (NYSE:AOS - Free Report) - Equities research analysts at Seaport Res Ptn cut their Q1 2025 earnings estimates for shares of A. O. Smith in a note issued to investors on Thursday, January 30th. Seaport Res Ptn analyst S. Graham now expects that the industrial products company will earn $0.89 per share for the quarter, down from their previous forecast of $0.96. The consensus estimate for A. O. Smith's current full-year earnings is $3.76 per share. Seaport Res Ptn also issued estimates for A. O. Smith's Q2 2025 earnings at $1.00 EPS, Q3 2025 earnings at $0.87 EPS, Q4 2025 earnings at $0.91 EPS, FY2025 earnings at $3.68 EPS, Q1 2026 earnings at $0.96 EPS, Q2 2026 earnings at $1.10 EPS, Q3 2026 earnings at $0.98 EPS, Q4 2026 earnings at $1.00 EPS and FY2026 earnings at $4.04 EPS.
A. O. Smith (NYSE:AOS - Get Free Report) last posted its earnings results on Thursday, January 30th. The industrial products company reported $0.85 EPS for the quarter, missing the consensus estimate of $0.90 by ($0.05). A. O. Smith had a return on equity of 28.87% and a net margin of 13.98%.
A number of other research firms have also recently commented on AOS. Robert W. Baird lowered their target price on A. O. Smith from $82.00 to $81.00 and set a "neutral" rating on the stock in a research note on Wednesday, October 23rd. Citigroup dropped their target price on shares of A. O. Smith from $78.00 to $73.00 and set a "neutral" rating on the stock in a research note on Monday, January 13th. UBS Group decreased their price target on shares of A. O. Smith from $80.00 to $74.00 and set a "neutral" rating for the company in a research note on Friday, January 31st. StockNews.com upgraded A. O. Smith from a "hold" rating to a "buy" rating in a research note on Friday, January 31st. Finally, Stifel Nicolaus decreased their target price on A. O. Smith from $90.00 to $84.00 and set a "buy" rating for the company in a research report on Friday, January 31st. Five research analysts have rated the stock with a hold rating and three have given a buy rating to the company. According to data from MarketBeat.com, A. O. Smith currently has an average rating of "Hold" and a consensus target price of $80.86.
View Our Latest Research Report on A. O. Smith
A. O. Smith Stock Performance
A. O. Smith stock traded down $0.14 during mid-day trading on Monday, reaching $65.50. 1,238,955 shares of the company's stock were exchanged, compared to its average volume of 1,525,223. The firm has a market capitalization of $9.50 billion, a PE ratio of 18.05, a P/E/G ratio of 1.49 and a beta of 1.17. The company has a quick ratio of 0.96, a current ratio of 1.55 and a debt-to-equity ratio of 0.10. The business's fifty day simple moving average is $70.04 and its 200 day simple moving average is $76.73. A. O. Smith has a one year low of $64.94 and a one year high of $92.44.
A. O. Smith Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, February 18th. Stockholders of record on Friday, January 31st will be issued a $0.34 dividend. This represents a $1.36 dividend on an annualized basis and a dividend yield of 2.08%. The ex-dividend date of this dividend is Friday, January 31st. A. O. Smith's payout ratio is currently 37.47%.
Institutional Trading of A. O. Smith
Hedge funds and other institutional investors have recently made changes to their positions in the stock. Sarasin & Partners LLP bought a new stake in shares of A. O. Smith during the third quarter valued at about $78,766,000. KBC Group NV grew its stake in A. O. Smith by 40.1% during the fourth quarter. KBC Group NV now owns 1,648,825 shares of the industrial products company's stock valued at $112,467,000 after acquiring an additional 471,990 shares in the last quarter. Caisse DE Depot ET Placement DU Quebec increased its holdings in A. O. Smith by 92.4% during the 3rd quarter. Caisse DE Depot ET Placement DU Quebec now owns 761,410 shares of the industrial products company's stock worth $68,397,000 after acquiring an additional 365,710 shares during the period. State Street Corp lifted its stake in A. O. Smith by 4.0% in the 3rd quarter. State Street Corp now owns 7,721,581 shares of the industrial products company's stock worth $693,630,000 after purchasing an additional 299,766 shares in the last quarter. Finally, Assenagon Asset Management S.A. bought a new position in A. O. Smith in the 3rd quarter valued at $24,060,000. 76.10% of the stock is currently owned by institutional investors.
About A. O. Smith
(
Get Free Report)
A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; boilers for hospitals, schools, hotels, and other large commercial buildings, as well as homes, apartments, and condominiums; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, and point-of-use carbon and reverse osmosis products for residences, restaurants, hotels, and offices.
Featured Stories

Before you consider A. O. Smith, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and A. O. Smith wasn't on the list.
While A. O. Smith currently has a "Hold" rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Wondering where to start (or end) with AI stocks? These 10 simple stocks can help investors build long-term wealth as artificial intelligence continues to grow into the future.
Get This Free Report
Like this article? Share it with a colleague.
Link copied to clipboard.