Zacks Research Increases Earnings Estimates for A. O. Smith

A. O. Smith Co. (NYSE:AOS) – Zacks Research boosted their Q4 2025 earnings per share (EPS) estimates for A. O. Smith in a note issued to investors on Thursday, April 3rd. Zacks Research analyst R. Department now forecasts that the industrial products company will post earnings of $0.94 per share for the quarter, up from their prior forecast 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.

AOS has been the topic of a number of other reports. UBS Group cut their price target on A. O. Smith from $80.00 to $74.00 and set a “neutral” rating on the stock in a research note on Friday, January 31st. Citigroup cut 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 report on Monday, January 13th. Oppenheimer decreased their price target on shares of A. O. Smith from $88.00 to $84.00 and set an “outperform” rating for the company in a research report on Friday, January 31st. StockNews.com upgraded shares of A. O. Smith from a “hold” rating to a “buy” rating in a report on Friday, January 31st. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of A. O. Smith in a research note on Saturday, March 22nd. Five research analysts have rated the stock with a hold rating and three have issued a buy rating to the company. Based on data from MarketBeat.com, A. O. Smith presently has a consensus rating of “Hold” and an average price target of $80.86.

A. O. Smith Trading Down 2.7 %

NYSE AOS opened at $61.92 on Monday. The company has a market cap of $8.91 billion, a price-to-earnings ratio of 17.06, a price-to-earnings-growth ratio of 1.46 and a beta of 1.26. A. O. Smith has a twelve month low of $61.89 and a twelve month high of $92.45. 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 moving average is $66.60 and its 200 day moving average is $72.33.

A. O. Smith (NYSE:AOS) last announced its quarterly earnings results 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 net margin of 13.98% and a return on equity of 28.87%.

A. O. Smith Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, February 18th. Investors of record on Friday, January 31st were issued a $0.34 dividend. The ex-dividend date of this dividend was Friday, January 31st. This represents a $1.36 annualized dividend and a yield of 2.20%. A. O. Smith’s payout ratio is 37.47%.

Insider Buying and Selling at A. O. Smith

In related news, VP Robert J. Heideman sold 1,026 shares of the business’s stock in a transaction on Friday, February 7th. The shares were sold at an average price of $65.65, for a total transaction of $67,356.90. Following the transaction, the vice president now owns 8,889 shares in the company, valued at $583,562.85. The trade was a 10.35 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Douglas Samuel Karge sold 419 shares of the firm’s stock in a transaction on Friday, February 7th. The stock was sold at an average price of $65.65, for a total transaction of $27,507.35. Following the completion of the sale, the senior vice president now owns 2,749 shares of the company’s stock, valued at $180,471.85. The trade was a 13.23 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.76% of the company’s stock.

Hedge Funds Weigh In On A. O. Smith

Several institutional investors have recently made changes to their positions in AOS. FMR LLC increased its position in A. O. Smith by 180.2% in the 3rd quarter. FMR LLC now owns 125,384 shares of the industrial products company’s stock valued at $11,263,000 after buying an additional 80,632 shares in the last quarter. Public Sector Pension Investment Board increased its holdings in shares of A. O. Smith by 10.8% during the third quarter. Public Sector Pension Investment Board now owns 5,149 shares of the industrial products company’s stock valued at $463,000 after acquiring an additional 500 shares in the last quarter. Janus Henderson Group PLC increased its holdings in shares of A. O. Smith by 72.8% during the third quarter. Janus Henderson Group PLC now owns 14,003 shares of the industrial products company’s stock valued at $1,258,000 after acquiring an additional 5,900 shares in the last quarter. IHT Wealth Management LLC lifted its holdings in shares of A. O. Smith by 30.7% in the 3rd quarter. IHT Wealth Management LLC now owns 3,679 shares of the industrial products company’s stock worth $330,000 after purchasing an additional 864 shares in the last quarter. Finally, Quantinno Capital Management LP lifted its holdings in shares of A. O. Smith by 6.9% in the 3rd quarter. Quantinno Capital Management LP now owns 22,255 shares of the industrial products company’s stock worth $1,999,000 after purchasing an additional 1,431 shares in the last quarter. Institutional investors and hedge funds own 76.10% of the company’s stock.

A. O. Smith Company Profile

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.