DA Davidson Comments on A. O. Smith’s Q3 Earnings (NYSE:AOS)

A. O. Smith Corporation (NYSE:AOS) – Research analysts at DA Davidson issued their Q3 2025 earnings per share (EPS) estimates for shares of A. O. Smith in a note issued to investors on Monday, July 28th. DA Davidson analyst M. Summerville anticipates that the industrial products company will post earnings of $0.91 per share for the quarter. The consensus estimate for A. O. Smith’s current full-year earnings is $3.76 per share. DA Davidson also issued estimates for A. O. Smith’s FY2025 earnings at $3.85 EPS and FY2026 earnings at $4.30 EPS.

A number of other equities research analysts also recently issued reports on AOS. Citigroup cut their price target on A. O. Smith from $69.00 to $65.00 and set a “neutral” rating for the company in a research note on Monday, April 14th. Robert W. Baird boosted their price objective on A. O. Smith from $76.00 to $82.00 and gave the company a “neutral” rating in a research note on Friday, July 25th. JPMorgan Chase & Co. initiated coverage on A. O. Smith in a research note on Tuesday, June 24th. They set a “neutral” rating and a $70.00 price objective for the company. Oppenheimer boosted their price objective on A. O. Smith from $82.00 to $88.00 and gave the company an “outperform” rating in a research note on Monday. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of A. O. Smith in a research note on Tuesday. Five analysts have rated the stock with a hold rating and three have issued a buy rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $77.43.

A. O. Smith Trading Down 1.1%

A. O. Smith stock opened at $70.82 on Tuesday. The business has a 50-day simple moving average of $66.92 and a two-hundred day simple moving average of $66.82. The company has a market cap of $10.06 billion, a P/E ratio of 19.73, a P/E/G ratio of 1.54 and a beta of 1.20. A. O. Smith has a 52-week low of $58.83 and a 52-week high of $92.06. The company has a quick ratio of 1.03, a current ratio of 1.65 and a debt-to-equity ratio of 0.15.

A. O. Smith (NYSE:AOS) last released its quarterly earnings results 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. The business had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $997.89 million. A. O. Smith had a return on equity of 28.42% and a net margin of 13.68%. The business’s quarterly revenue was down 1.3% compared to the same quarter last year. During the same period in the previous year, the company posted $1.06 EPS.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the business. Legacy Wealth Asset Management LLC purchased a new position in A. O. Smith in the 2nd quarter worth approximately $458,000. Schwartz Investment Counsel Inc. lifted its holdings in A. O. Smith by 4.5% in the 2nd quarter. Schwartz Investment Counsel Inc. now owns 590,333 shares of the industrial products company’s stock worth $38,708,000 after purchasing an additional 25,400 shares in the last quarter. Lafayette Investments Inc. lifted its holdings in A. O. Smith by 0.8% in the 2nd quarter. Lafayette Investments Inc. now owns 51,923 shares of the industrial products company’s stock worth $3,405,000 after purchasing an additional 388 shares in the last quarter. Chicago Partners Investment Group LLC lifted its holdings in A. O. Smith by 6.9% in the 2nd quarter. Chicago Partners Investment Group LLC now owns 3,846 shares of the industrial products company’s stock worth $275,000 after purchasing an additional 247 shares in the last quarter. Finally, Nordea Investment Management AB lifted its holdings in A. O. Smith by 32.7% in the 2nd quarter. Nordea Investment Management AB now owns 52,327 shares of the industrial products company’s stock worth $3,424,000 after purchasing an additional 12,899 shares in the last quarter. 76.10% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, Chairman Kevin J. Wheeler sold 22,200 shares of the business’s stock in a transaction that occurred on Wednesday, July 30th. The stock was sold at an average price of $71.26, for a total value of $1,581,972.00. Following the transaction, the chairman directly owned 100,647 shares of the company’s stock, valued at approximately $7,172,105.22. The trade was a 18.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.76% of the company’s stock.

A. O. Smith Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 15th. Investors of record on Thursday, July 31st will be issued a $0.34 dividend. The ex-dividend date is Thursday, July 31st. This represents a $1.36 dividend on an annualized basis and a yield of 1.92%. A. O. Smith’s dividend payout ratio is presently 37.88%.

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.