Q2 EPS Estimates for A. O. Smith Lowered by Seaport Res Ptn

A. O. Smith Co. (NYSE:AOS - Free Report) - Investment analysts at Seaport Res Ptn decreased their Q2 2025 earnings estimates for A. O. Smith in a report issued on Wednesday, April 30th. Seaport Res Ptn analyst S. Graham now expects that the industrial products company will earn $0.97 per share for the quarter, down from their prior estimate of $1.00. 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 Q3 2025 earnings at $0.82 EPS, Q4 2025 earnings at $0.87 EPS, FY2025 earnings at $3.61 EPS, Q2 2026 earnings at $1.04 EPS, Q3 2026 earnings at $0.91 EPS, Q4 2026 earnings at $0.95 EPS and FY2026 earnings at $3.86 EPS.

Several other research firms also recently commented on AOS. Weiss Ratings reiterated a "hold (c)" rating on shares of A. O. Smith in a research report on Thursday, April 24th. UBS Group lowered their price target on A. O. Smith from $80.00 to $74.00 and set a "neutral" rating on the stock in a report on Friday, January 31st. Stifel Nicolaus upped their price objective on A. O. Smith from $75.00 to $78.00 and gave the company a "buy" rating in a research note on Wednesday, April 30th. Oppenheimer dropped their target price on A. O. Smith from $88.00 to $84.00 and set an "outperform" rating on the stock in a report on Friday, January 31st. Finally, Citigroup lowered their price objective on shares of A. O. Smith from $69.00 to $65.00 and set a "neutral" rating on the stock in a research report on Monday, April 14th. Four equities research analysts have rated the stock with a hold rating and three have given a buy rating to the stock. According to MarketBeat, A. O. Smith presently has an average rating of "Hold" and a consensus price target of $76.17.

A. O. Smith Stock Performance

Shares of AOS traded down $0.10 during midday trading on Friday, reaching $67.37. 401,591 shares of the stock were exchanged, compared to its average volume of 1,476,559. The company has a market capitalization of $9.70 billion, a price-to-earnings ratio of 18.56, a PEG ratio of 1.46 and a beta of 1.28. A. O. Smith has a twelve month low of $58.83 and a twelve month high of $92.44. The business's 50-day moving average price is $65.42 and its 200 day moving average price is $69.01. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.55 and a quick ratio of 0.96.

A. O. Smith (NYSE:AOS - Get Free Report) last posted its earnings results on Tuesday, April 29th. The industrial products company reported $0.95 earnings per share for the quarter, topping the consensus estimate of $0.90 by $0.05. The firm had revenue of $963.90 million during the quarter, compared to analysts' expectations of $950.56 million. A. O. Smith had a return on equity of 28.87% and a net margin of 13.98%. The firm's revenue was down 1.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.00 earnings per share.

A. O. Smith Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, May 15th. Shareholders of record on Wednesday, April 30th will be given a dividend of $0.34 per share. The ex-dividend date of this dividend is Wednesday, April 30th. This represents a $1.36 annualized dividend and a yield of 2.02%. A. O. Smith's payout ratio is currently 37.99%.

Insider Buying and Selling at A. O. Smith

In other A. O. Smith news, VP Robert J. Heideman sold 1,026 shares of the firm's stock in a transaction dated Friday, February 7th. The shares were sold at an average price of $65.65, for a total transaction of $67,356.90. Following the completion of the transaction, the vice president now directly owns 8,889 shares in the company, valued at approximately $583,562.85. This trade represents a 10.35 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Douglas Samuel Karge sold 419 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 transaction of $27,507.35. Following the completion of the sale, the senior vice president now directly owns 2,749 shares in the company, valued at $180,471.85. This trade represents a 13.23 % decrease in their position. The disclosure for this sale can be found here. 0.76% of the stock is currently owned by corporate insiders.

Institutional Trading of A. O. Smith

Large investors have recently made changes to their positions in the stock. Ridgewood Investments LLC purchased a new position in shares of A. O. Smith during the fourth quarter valued at approximately $60,000. New Age Alpha Advisors LLC acquired a new position in A. O. Smith in the fourth quarter valued at $66,000. Intact Investment Management Inc. purchased a new position in A. O. Smith during the first quarter worth about $72,000. Private Trust Co. NA grew its holdings in A. O. Smith by 22.1% in the 1st quarter. Private Trust Co. NA now owns 1,181 shares of the industrial products company's stock valued at $77,000 after buying an additional 214 shares during the period. Finally, Canada Post Corp Registered Pension Plan purchased a new position in shares of A. O. Smith during the 4th quarter worth about $84,000. Institutional investors and hedge funds own 76.10% of the company's stock.

About A. O. Smith

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.