Q4 EPS Estimates for A. O. Smith Raised by Zacks Research

A. O. Smith Co. (NYSE:AOS) – Equities research analysts at Zacks Research raised their Q4 2025 earnings per share (EPS) estimates for A. O. Smith in a research note issued to investors on Thursday, April 3rd. Zacks Research analyst R. Department now expects that the industrial products company will post earnings of $0.94 per share for the quarter, up from their previous forecast of $0.93. 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 $1.03 EPS and Q4 2026 earnings at $1.10 EPS.

Several other equities analysts have also issued reports on the company. Citigroup reduced their target price on A. O. Smith from $78.00 to $73.00 and set a “neutral” rating for the company in a report on Monday, January 13th. Weiss Ratings restated a “hold (c)” rating on shares of A. O. Smith in a research note on Saturday, March 22nd. StockNews.com upgraded A. O. Smith from a “hold” rating to a “buy” rating in a research note on Friday, January 31st. Oppenheimer reduced their price target 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. Finally, Stifel Nicolaus lowered their price objective on shares of A. O. Smith from $90.00 to $84.00 and set a “buy” rating on the stock in a research report on Friday, January 31st. Five equities research analysts have rated the stock with a hold rating and three have assigned a buy rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $80.86.

A. O. Smith Trading Down 2.7 %

Shares of AOS stock opened at $61.92 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 $8.91 billion, a price-to-earnings ratio of 17.06, a PEG ratio of 1.46 and a beta of 1.26. A. O. Smith has a 52-week low of $61.89 and a 52-week high of $92.45. The company has a 50-day simple moving average of $66.60 and a two-hundred day simple moving average of $72.33.

A. O. Smith (NYSE:AOS) last posted its quarterly earnings data on Thursday, January 30th. The industrial products company reported $0.85 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.90 by ($0.05). A. O. Smith had a return on equity of 28.87% and a net margin of 13.98%.

A. O. Smith Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 18th. Investors of record on Friday, January 31st were paid a $0.34 dividend. This represents a $1.36 dividend on an annualized basis and a yield of 2.20%. The ex-dividend date of this dividend was Friday, January 31st. A. O. Smith’s dividend payout ratio is currently 37.47%.

Insider Buying and Selling at A. O. Smith

In other news, SVP Douglas Samuel Karge sold 419 shares of A. O. Smith 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 transaction, the senior vice president now directly owns 2,749 shares in the company, valued at approximately $180,471.85. The trade was a 13.23 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Robert J. Heideman sold 1,026 shares of the stock in a transaction dated Friday, February 7th. The stock was sold at an average price of $65.65, for a total value of $67,356.90. Following the sale, the vice president now directly owns 8,889 shares in the company, valued at $583,562.85. This trade represents a 10.35 % decrease in their position. The disclosure for this sale can be found here. Insiders own 0.76% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the stock. Versant Capital Management Inc boosted its position in shares of A. O. Smith by 2,197.8% in the first quarter. Versant Capital Management Inc now owns 3,148 shares of the industrial products company’s stock valued at $206,000 after acquiring an additional 3,011 shares during the period. Confluence Investment Management LLC boosted its holdings in A. O. Smith by 25.2% in the 1st quarter. Confluence Investment Management LLC now owns 330,819 shares of the industrial products company’s stock valued at $21,622,000 after purchasing an additional 66,657 shares during the period. MassMutual Private Wealth & Trust FSB boosted its holdings in A. O. Smith by 6.6% in the 1st quarter. MassMutual Private Wealth & Trust FSB now owns 227,366 shares of the industrial products company’s stock valued at $14,861,000 after purchasing an additional 14,114 shares during the period. Fairtree Asset Management Pty Ltd purchased a new position in shares of A. O. Smith during the 4th quarter valued at $515,000. Finally, Mattson Financial Services LLC bought a new position in shares of A. O. Smith in the fourth quarter worth $467,000. Hedge funds and other institutional investors 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.