Seaport Res Ptn Forecasts Reduced Earnings for A. O. Smith

A. O. Smith Co. (NYSE:AOS) – Seaport Res Ptn dropped their Q1 2025 earnings per share estimates for A. O. Smith in a research report issued to clients and investors on Thursday, January 30th. Seaport Res Ptn analyst S. Graham now anticipates that the industrial products company will post earnings of $0.89 per share for the quarter, down from their previous estimate of $0.96. The consensus estimate for A. O. Smith’s current full-year earnings is $3.77 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) last posted its quarterly earnings results on Thursday, January 30th. The industrial products company reported $0.85 earnings per share for the quarter, missing the consensus estimate of $0.90 by ($0.05). A. O. Smith had a net margin of 14.41% and a return on equity of 30.09%.

Several other analysts have also issued reports on the company. Citigroup lowered their target price on 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. StockNews.com raised shares of A. O. Smith from a “hold” rating to a “buy” rating in a report on Friday. UBS Group reduced their target price 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. DA Davidson cut shares of A. O. Smith from a “buy” rating to a “neutral” rating and set a $80.00 price target on the stock. in a research note on Wednesday, October 23rd. Finally, Oppenheimer reduced their price objective on shares of A. O. Smith from $88.00 to $84.00 and set an “outperform” rating for the company in a research note on Friday. Five analysts have rated the stock with a hold rating and three have issued a buy rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $80.86.

A. O. Smith Price Performance

A. O. Smith stock opened at $67.27 on Monday. The business’s 50 day simple moving average is $70.71 and its 200 day simple moving average is $77.20. A. O. Smith has a 12 month low of $65.53 and a 12 month high of $92.44. The company has a market cap of $9.75 billion, a price-to-earnings ratio of 17.70, a PEG ratio of 1.44 and a beta of 1.18. The company has a current ratio of 1.67, a quick ratio of 1.02 and a debt-to-equity ratio of 0.06.

A. O. Smith Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, February 18th. Stockholders of record on Friday, January 31st will be given a dividend of $0.34 per share. The ex-dividend date is Friday, January 31st. This represents a $1.36 dividend on an annualized basis and a dividend yield of 2.02%. A. O. Smith’s dividend payout ratio (DPR) is currently 35.79%.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in AOS. State Street Corp grew its position in A. O. Smith by 4.0% during the third quarter. State Street Corp now owns 7,721,581 shares of the industrial products company’s stock worth $693,630,000 after buying an additional 299,766 shares in the last quarter. Geode Capital Management LLC boosted 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 acquiring an additional 52,593 shares during the last quarter. Fisher Asset Management LLC grew its holdings in shares of A. O. Smith by 3.9% during the third quarter. Fisher Asset Management LLC now owns 2,302,659 shares of the industrial products company’s stock worth $206,848,000 after purchasing an additional 87,458 shares in the last quarter. KBC Group NV increased its position in shares of A. O. Smith by 40.1% in the fourth quarter. KBC Group NV now owns 1,648,825 shares of the industrial products company’s stock worth $112,467,000 after purchasing an additional 471,990 shares during the last quarter. Finally, Nomura Asset Management Co. Ltd. raised its stake in A. O. Smith by 7.9% in the third quarter. Nomura Asset Management Co. Ltd. now owns 1,137,184 shares of the industrial products company’s stock valued at $102,153,000 after purchasing an additional 83,495 shares in the last quarter. Institutional investors 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.