A. O. Smith Co. (NYSE:AOS - Free Report) - Investment analysts at Zacks Research raised their Q4 2025 earnings per share estimates for shares of A. O. Smith in a research note issued on Thursday, April 3rd. Zacks Research analyst R. Department now anticipates that the industrial products company will post earnings of $0.94 per share for the quarter, up from their prior estimate of $0.93. The consensus estimate for A. O. Smith's current full-year earnings is $3.76 per share. Zacks Research also issued estimates for A. O. Smith's Q3 2026 earnings at $1.03 EPS and Q4 2026 earnings at $1.10 EPS.
A. O. Smith (NYSE:AOS - Get Free Report) last released its quarterly earnings data on Thursday, January 30th. The industrial products company reported $0.85 earnings per share (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%.
Other equities research analysts also recently issued research reports about the company. Weiss Ratings reaffirmed a "hold (c)" rating on shares of A. O. Smith in a research report on Tuesday. Oppenheimer decreased their price target on A. O. Smith from $88.00 to $84.00 and set an "outperform" rating for the company in a report on Friday, January 31st. Citigroup lowered their price objective on shares of A. O. Smith from $78.00 to $73.00 and set a "neutral" rating for the company in a research report on Monday, January 13th. UBS Group reduced their target price on shares of A. O. Smith from $80.00 to $74.00 and set a "neutral" rating on the stock in a research report on Friday, January 31st. Finally, Stifel Nicolaus lowered their price target on shares of A. O. Smith from $90.00 to $84.00 and set a "buy" rating for the company in a report on Friday, January 31st. Five analysts have rated the stock with a hold rating and three have issued a buy rating to the company. According to data from MarketBeat, A. O. Smith has a consensus rating of "Hold" and a consensus price target of $80.86.
Read Our Latest Stock Analysis on AOS
A. O. Smith Stock Up 2.5 %
A. O. Smith stock traded up $1.59 during trading on Monday, reaching $64.46. 1,588,907 shares of the company's stock were exchanged, compared to its average volume of 1,117,886. A. O. Smith has a 52-week low of $58.83 and a 52-week high of $92.45. The firm has a market cap of $9.28 billion, a price-to-earnings ratio of 17.76, a PEG ratio of 1.46 and a beta of 1.26. The company has a debt-to-equity ratio of 0.10, a quick ratio of 0.96 and a current ratio of 1.55. The company's 50-day moving average is $65.70 and its two-hundred day moving average is $71.39.
Institutional Investors Weigh In On A. O. Smith
Institutional investors and hedge funds have recently made changes to their positions in the company. Wilmington Savings Fund Society FSB bought a new stake in A. O. Smith during the third quarter valued at $1,726,000. Charles Schwab Investment Management Inc. grew its position in shares of A. O. Smith by 1.0% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 1,231,084 shares of the industrial products company's stock valued at $83,972,000 after buying an additional 12,305 shares during the last quarter. Geode Capital Management LLC grew its position in shares of A. O. Smith by 1.5% during the 3rd quarter. Geode Capital Management LLC now owns 3,586,905 shares of the industrial products company's stock valued at $321,348,000 after buying an additional 52,593 shares during the last quarter. Assetmark Inc. raised its stake in A. O. Smith by 7.1% during the fourth quarter. Assetmark Inc. now owns 27,825 shares of the industrial products company's stock worth $1,898,000 after acquiring an additional 1,834 shares during the period. Finally, Private Advisor Group LLC lifted its holdings in A. O. Smith by 124.5% in the fourth quarter. Private Advisor Group LLC now owns 6,694 shares of the industrial products company's stock worth $457,000 after acquiring an additional 3,712 shares during the last quarter. 76.10% of the stock is owned by institutional investors and hedge funds.
Insider Buying and Selling at A. O. Smith
In other news, VP Robert J. Heideman sold 1,026 shares of the company's stock in a transaction dated Friday, February 7th. The shares were sold at an average price of $65.65, for a total value of $67,356.90. Following the sale, the vice president now owns 8,889 shares in the company, valued at approximately $583,562.85. This represents a 10.35 % decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Douglas Samuel Karge sold 419 shares of A. O. Smith stock in a transaction dated Friday, February 7th. The stock was sold at an average price of $65.65, for a total value of $27,507.35. Following the completion of the transaction, the senior vice president now owns 2,749 shares of the company's stock, valued at $180,471.85. This trade represents a 13.23 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.76% of the stock is currently owned by insiders.
A. O. Smith Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Thursday, May 15th. Investors of record on Wednesday, April 30th will be issued a $0.34 dividend. The ex-dividend date of this dividend is Wednesday, April 30th. This represents a $1.36 annualized dividend and a yield of 2.11%. A. O. Smith's dividend payout ratio is presently 37.47%.
About A. O. Smith
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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.
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