A. O. Smith Corporation (NYSE:AOS - Free Report) - Equities researchers at Seaport Res Ptn boosted their Q3 2025 earnings estimates for A. O. Smith in a report released on Thursday, July 24th. Seaport Res Ptn analyst S. Graham now expects that the industrial products company will earn $0.90 per share for the quarter, up from their prior forecast of $0.82. 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 Q4 2025 earnings at $0.91 EPS, FY2025 earnings at $3.83 EPS, Q1 2026 earnings at $1.00 EPS, Q2 2026 earnings at $1.14 EPS, Q3 2026 earnings at $0.97 EPS, Q4 2026 earnings at $0.97 EPS and FY2026 earnings at $4.07 EPS.
Other analysts have also recently issued research reports about the stock. Robert W. Baird raised their target price on shares of A. O. Smith from $76.00 to $82.00 and gave the company a "neutral" rating in a report on Friday, July 25th. UBS Group increased their price target on shares of A. O. Smith from $74.00 to $76.00 and gave the company a "neutral" rating in a research note on Monday. JPMorgan Chase & Co. began coverage on shares of A. O. Smith in a research note on Tuesday, June 24th. They issued a "neutral" rating and a $70.00 price target on the stock. Citigroup dropped their price target on shares of A. O. Smith from $69.00 to $65.00 and set a "neutral" rating on the stock in a research note on Monday, April 14th. Finally, Stifel Nicolaus increased their price target on shares of A. O. Smith from $78.00 to $81.00 and gave the company a "buy" rating in a research note on Monday, July 21st. Five equities research analysts have rated the stock with a hold rating and three have assigned a buy rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Hold" and a consensus target price of $77.43.
Read Our Latest Stock Report on AOS
A. O. Smith Stock Down 0.1%
Shares of AOS traded down $0.07 during mid-day trading on Monday, hitting $70.42. 236,889 shares of the company's stock were exchanged, compared to its average volume of 1,580,154. The company has a market cap of $10.01 billion, a price-to-earnings ratio of 19.63, a P/E/G ratio of 1.54 and a beta of 1.20. A. O. Smith has a fifty-two week low of $58.83 and a fifty-two week high of $92.06. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.03 and a current ratio of 1.65. The stock's 50-day moving average is $66.92 and its 200-day moving average is $66.82.
A. O. Smith (NYSE:AOS - Get Free Report) last announced its quarterly earnings data on Thursday, July 24th. The industrial products company reported $1.07 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.97 by $0.10. A. O. Smith had a net margin of 13.68% and a return on equity of 28.42%. The firm had revenue of $1.01 billion during the quarter, compared to analyst estimates of $997.89 million. During the same quarter in the prior year, the firm posted $1.06 earnings per share. A. O. Smith's quarterly revenue was down 1.3% on a year-over-year basis.
Hedge Funds Weigh In On A. O. Smith
A number of institutional investors have recently made changes to their positions in AOS. Impax Asset Management Group plc raised its position in shares of A. O. Smith by 67.3% in the 1st quarter. Impax Asset Management Group plc now owns 5,188,561 shares of the industrial products company's stock valued at $339,124,000 after purchasing an additional 2,086,433 shares in the last quarter. Norges Bank acquired a new stake in shares of A. O. Smith during the 4th quarter valued at approximately $96,180,000. American Century Companies Inc. raised its position in shares of A. O. Smith by 998.6% during the 1st quarter. American Century Companies Inc. now owns 1,348,247 shares of the industrial products company's stock valued at $88,121,000 after acquiring an additional 1,225,521 shares in the last quarter. Sarasin & Partners LLP acquired a new stake in shares of A. O. Smith during the 1st quarter valued at approximately $74,180,000. Finally, Invesco Ltd. raised its position in shares of A. O. Smith by 26.8% during the 4th quarter. Invesco Ltd. now owns 4,704,295 shares of the industrial products company's stock valued at $320,880,000 after acquiring an additional 995,043 shares in the last quarter. 76.10% of the stock is owned by institutional investors and hedge funds.
Insider Activity
In other news, Chairman Kevin J. Wheeler sold 22,200 shares of the business's stock in a transaction dated Wednesday, July 30th. The stock was sold at an average price of $71.26, for a total transaction of $1,581,972.00. Following the completion of the sale, the chairman owned 100,647 shares in the company, valued at approximately $7,172,105.22. The trade was a 18.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.76% of the company's stock.
A. O. Smith Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Friday, August 15th. Stockholders of record on Thursday, July 31st will be issued a dividend of $0.34 per share. This represents a $1.36 dividend on an annualized basis and a dividend yield of 1.93%. The ex-dividend date of this dividend is Thursday, July 31st. A. O. Smith's payout ratio is currently 37.88%.
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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