Zacks Research Lowers Earnings Estimates for A. O. Smith

A. O. Smith Co. (NYSE:AOS - Free Report) - Equities researchers at Zacks Research reduced their Q4 2025 EPS estimates for shares of A. O. Smith in a research report issued on Tuesday, May 20th. Zacks Research analyst R. Department now anticipates that the industrial products company will post earnings per share of $0.91 for the quarter, down from their prior forecast of $0.94. 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 $0.93 EPS, Q4 2026 earnings at $1.00 EPS and Q1 2027 earnings at $1.08 EPS.

AOS has been the topic of several other research reports. Weiss Ratings reissued a "hold (c)" rating on shares of A. O. Smith in a research note on Saturday. Citigroup dropped their price objective on 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. Oppenheimer decreased their target price 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. Robert W. Baird boosted their target price on A. O. Smith from $75.00 to $76.00 and gave the stock a "neutral" rating in a research note on Wednesday, April 30th. Finally, Stifel Nicolaus lifted their price target on A. O. Smith from $75.00 to $78.00 and gave the stock a "buy" rating in a research report on Wednesday, April 30th. Four equities research analysts have rated the stock with a hold rating and three have issued a buy rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Hold" and an average target price of $76.17.

A. O. Smith Trading Up 2.3%

Shares of AOS traded up $1.54 during trading hours on Friday, reaching $68.56. 1,738,660 shares of the company traded hands, compared to its average volume of 1,177,673. A. O. Smith has a 12-month low of $58.83 and a 12-month high of $92.45. The stock's fifty day moving average price is $65.84 and its 200 day moving average price is $68.19. The firm has a market cap of $9.74 billion, a price-to-earnings ratio of 18.89, a PEG ratio of 1.46 and a beta of 1.28. The company has a current ratio of 1.55, a quick ratio of 0.96 and a debt-to-equity ratio of 0.10.

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

A. O. Smith Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, May 15th. Investors of record on Wednesday, April 30th were given a dividend of $0.34 per share. The ex-dividend date was Wednesday, April 30th. This represents a $1.36 annualized dividend and a dividend yield of 1.98%. A. O. Smith's dividend payout ratio (DPR) is presently 37.99%.

Institutional Investors Weigh In On A. O. Smith

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Beverly Hills Private Wealth LLC boosted its stake in A. O. Smith by 3.1% in the first quarter. Beverly Hills Private Wealth LLC now owns 5,847 shares of the industrial products company's stock valued at $382,000 after acquiring an additional 176 shares in the last quarter. Allspring Global Investments Holdings LLC increased its position in shares of A. O. Smith by 3.3% in the first quarter. Allspring Global Investments Holdings LLC now owns 5,532 shares of the industrial products company's stock valued at $363,000 after buying an additional 177 shares in the last quarter. Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group increased its position in A. O. Smith by 1.2% during the 1st quarter. Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group now owns 15,607 shares of the industrial products company's stock worth $1,020,000 after purchasing an additional 184 shares in the last quarter. Greenleaf Trust lifted its position in A. O. Smith by 3.3% during the fourth quarter. Greenleaf Trust now owns 5,873 shares of the industrial products company's stock worth $401,000 after buying an additional 188 shares during the period. Finally, Advisory Alpha LLC increased its holdings in shares of A. O. Smith by 5.4% during the 1st quarter. Advisory Alpha LLC now owns 3,642 shares of the industrial products company's stock worth $238,000 after buying an additional 188 shares during the last quarter. 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.