Q1 EPS Estimates for A. O. Smith Lowered by Seaport Res Ptn

A. O. Smith Co. (NYSE:AOS) – Stock analysts at Seaport Res Ptn dropped their Q1 2025 earnings per share (EPS) 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 forecasts that the industrial products company will earn $0.89 per share for the quarter, down from their prior forecast of $0.96. 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 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 announced its earnings results on Thursday, January 30th. The industrial products company reported $0.85 EPS for the quarter, missing 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%.

AOS has been the subject of a number of other research reports. Weiss Ratings restated a “hold (c)” rating on shares of A. O. Smith in a report on Saturday. Oppenheimer decreased their price objective on A. O. Smith from $88.00 to $84.00 and set an “outperform” rating for the company in a report on Friday, January 31st. UBS Group decreased their price objective on A. O. Smith from $80.00 to $74.00 and set a “neutral” rating for the company in a report on Friday, January 31st. DA Davidson downgraded A. O. Smith from a “buy” rating to a “neutral” rating and set a $80.00 price objective for the company. in a report on Wednesday, October 23rd. Finally, Robert W. Baird decreased their price objective on A. O. Smith from $82.00 to $81.00 and set a “neutral” rating for the company in a report on Wednesday, October 23rd. Five research analysts have rated the stock with a hold rating and three have assigned a buy rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $80.86.

A. O. Smith Price Performance

Shares of A. O. Smith stock opened at $65.68 on Monday. 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 company has a market cap of $9.52 billion, a PE ratio of 18.09, a P/E/G ratio of 1.49 and a beta of 1.17. The business has a 50 day moving average of $70.38 and a 200 day moving average of $76.89. A. O. Smith has a 52 week low of $65.53 and a 52 week high of $92.44.

A. O. Smith Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, February 18th. Stockholders of record on Friday, January 31st will be paid a $0.34 dividend. The ex-dividend date is Friday, January 31st. This represents a $1.36 dividend on an annualized basis and a dividend yield of 2.07%. A. O. Smith’s dividend payout ratio is currently 37.47%.

Institutional Investors Weigh In On A. O. Smith

A number of institutional investors have recently modified their holdings of AOS. Sarasin & Partners LLP purchased a new stake in shares of A. O. Smith in the third quarter worth $78,766,000. KBC Group NV boosted its position in shares of A. O. Smith by 40.1% during the fourth quarter. KBC Group NV now owns 1,648,825 shares of the industrial products company’s stock valued at $112,467,000 after buying an additional 471,990 shares during the last quarter. Caisse DE Depot ET Placement DU Quebec boosted its position in shares of A. O. Smith by 92.4% during the third quarter. Caisse DE Depot ET Placement DU Quebec now owns 761,410 shares of the industrial products company’s stock valued at $68,397,000 after buying an additional 365,710 shares during the last quarter. State Street Corp boosted its position in shares of 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 valued at $693,630,000 after buying an additional 299,766 shares during the last quarter. Finally, Assenagon Asset Management S.A. purchased a new stake in shares of A. O. Smith during the third quarter valued at $24,060,000. 76.10% of the stock is owned by hedge funds and other institutional investors.

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.