Q1 EPS Estimates for A. O. Smith Reduced by Zacks Research

A. O. Smith Co. (NYSE:AOS) – Analysts at Zacks Research dropped their Q1 2025 EPS estimates for shares of A. O. Smith in a report released on Thursday, February 20th. Zacks Research analyst R. Department now expects that the industrial products company will post earnings of $0.88 per share for the quarter, down from their prior estimate of $0.97. The consensus estimate for A. O. Smith’s current full-year earnings is $3.77 per share. Zacks Research also issued estimates for A. O. Smith’s Q2 2025 earnings at $0.98 EPS, FY2025 earnings at $3.69 EPS, Q1 2026 earnings at $0.95 EPS, Q4 2026 earnings at $1.08 EPS and FY2026 earnings at $4.14 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 the consensus estimate of $0.90 by ($0.05). A. O. Smith had a return on equity of 28.87% and a net margin of 13.98%.

AOS has been the topic of a number of other reports. Stifel Nicolaus lowered their target price on A. O. Smith from $90.00 to $84.00 and set a “buy” rating on the stock in a report on Friday, January 31st. StockNews.com raised shares of A. O. Smith from a “hold” rating to a “buy” rating in a research note on Friday, January 31st. Weiss Ratings reissued a “hold (c)” rating on shares of A. O. Smith in a research note on Wednesday, February 19th. Oppenheimer decreased their price target on shares of A. O. Smith from $88.00 to $84.00 and set an “outperform” rating on the stock in a research report on Friday, January 31st. Finally, UBS Group cut their price objective on A. O. Smith from $80.00 to $74.00 and set a “neutral” rating for the company in a research report on Friday, January 31st. Five analysts have rated the stock with a hold rating and three have assigned a buy rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $80.86.

A. O. Smith Stock Down 1.2 %

AOS opened at $65.99 on Monday. The company has a debt-to-equity ratio of 0.10, a quick ratio of 0.96 and a current ratio of 1.55. The company has a market capitalization of $9.50 billion, a PE ratio of 18.18, a P/E/G ratio of 1.48 and a beta of 1.17. The stock’s fifty day moving average is $68.44 and its 200-day moving average is $75.32. A. O. Smith has a one year low of $64.55 and a one year high of $92.44.

A. O. Smith Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, February 18th. Investors of record on Friday, January 31st were given a $0.34 dividend. The ex-dividend date of this dividend was Friday, January 31st. This represents a $1.36 annualized dividend and a dividend yield of 2.06%. A. O. Smith’s dividend payout ratio (DPR) is presently 37.47%.

Insider Buying and Selling

In other news, VP Robert J. Heideman sold 1,026 shares of the stock in a transaction on Friday, February 7th. The stock was sold at an average price of $65.65, for a total value of $67,356.90. Following the completion of the sale, the vice president now owns 8,889 shares in the company, valued at $583,562.85. This represents a 10.35 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Douglas Samuel Karge sold 419 shares of the firm’s stock in a transaction on Friday, February 7th. The stock was sold at an average price of $65.65, for a total value of $27,507.35. Following the completion of the sale, the senior vice president now directly owns 2,749 shares of the company’s stock, valued at approximately $180,471.85. This trade represents a 13.23 % decrease in their position. The disclosure for this sale can be found here. Company insiders own 2.70% of the company’s stock.

Hedge Funds Weigh In On A. O. Smith

A number of large investors have recently made changes to their positions in AOS. Brooklyn Investment Group acquired a new stake in shares of A. O. Smith during the third quarter worth approximately $43,000. Truvestments Capital LLC purchased a new stake in A. O. Smith in the 3rd quarter worth approximately $55,000. Huntington National Bank boosted its stake in shares of A. O. Smith by 19.8% during the 3rd quarter. Huntington National Bank now owns 812 shares of the industrial products company’s stock valued at $73,000 after buying an additional 134 shares during the period. Ridgewood Investments LLC purchased a new position in shares of A. O. Smith during the 4th quarter valued at $60,000. Finally, Transamerica Financial Advisors Inc. acquired a new position in shares of A. O. Smith in the third quarter worth $82,000. Institutional investors and hedge funds 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.