What is DA Davidson’s Estimate for AAON FY2025 Earnings?

AAON, Inc. (NASDAQ:AAON) – Stock analysts at DA Davidson dropped their FY2025 EPS estimates for shares of AAON in a note issued to investors on Tuesday, August 12th. DA Davidson analyst B. Thielman now expects that the construction company will post earnings of $1.29 per share for the year, down from their previous estimate of $2.02. DA Davidson currently has a “Buy” rating and a $105.00 price target on the stock. The consensus estimate for AAON’s current full-year earnings is $2.26 per share. DA Davidson also issued estimates for AAON’s FY2026 earnings at $2.20 EPS.

AAON (NASDAQ:AAON) last posted its earnings results on Monday, August 11th. The construction company reported $0.22 earnings per share for the quarter, missing the consensus estimate of $0.31 by ($0.09). The business had revenue of $311.57 million for the quarter, compared to analyst estimates of $326.15 million. AAON had a net margin of 9.70% and a return on equity of 15.45%. The business’s revenue was down .6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.62 EPS.

A number of other equities analysts have also commented on AAON. Wall Street Zen upgraded shares of AAON from a “sell” rating to a “hold” rating in a report on Saturday, August 9th. Sidoti upgraded shares of AAON from a “neutral” rating to a “buy” rating and set a $95.00 target price for the company in a research report on Monday, June 16th. Finally, Robert W. Baird reduced their price target on shares of AAON from $102.00 to $98.00 and set a “buy” rating for the company in a research note on Tuesday. One research analyst has rated the stock with a hold rating, four have issued a buy rating and one has given a strong buy rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $102.00.

AAON Stock Performance

NASDAQ:AAON opened at $83.11 on Thursday. The company has a current ratio of 3.10, a quick ratio of 1.80 and a debt-to-equity ratio of 0.38. The firm has a market capitalization of $6.78 billion, a price-to-earnings ratio of 56.54 and a beta of 0.94. The firm’s fifty day simple moving average is $77.89 and its 200 day simple moving average is $87.81. AAON has a twelve month low of $62.00 and a twelve month high of $144.07.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Bank of Montreal Can raised its position in AAON by 5.1% in the fourth quarter. Bank of Montreal Can now owns 10,073 shares of the construction company’s stock worth $1,185,000 after purchasing an additional 486 shares in the last quarter. Barclays PLC increased its holdings in shares of AAON by 34.9% in the fourth quarter. Barclays PLC now owns 113,985 shares of the construction company’s stock valued at $13,414,000 after purchasing an additional 29,513 shares in the last quarter. Bridgewater Associates LP acquired a new stake in shares of AAON in the fourth quarter valued at approximately $385,000. PEAK6 LLC bought a new position in AAON in the fourth quarter valued at approximately $1,686,000. Finally, CANADA LIFE ASSURANCE Co boosted its stake in AAON by 0.8% in the fourth quarter. CANADA LIFE ASSURANCE Co now owns 47,201 shares of the construction company’s stock valued at $5,550,000 after acquiring an additional 366 shares during the last quarter. Institutional investors own 70.81% of the company’s stock.

Insider Transactions at AAON

In related news, Director Gordon Douglas Wichman sold 21,302 shares of the company’s stock in a transaction on Tuesday, May 20th. The shares were sold at an average price of $104.48, for a total value of $2,225,632.96. Following the completion of the sale, the director directly owned 8,754 shares in the company, valued at approximately $914,617.92. This represents a 70.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Corporate insiders own 18.70% of the company’s stock.

AAON Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 26th. Investors of record on Friday, September 5th will be issued a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a yield of 0.5%. AAON’s dividend payout ratio is presently 27.21%.

About AAON

AAON, Inc, together with its subsidiaries, engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BASX. It offers rooftop units, data center cooling solutions, cleanroom systems, chillers, packaged outdoor mechanical rooms, air handling units, makeup air units, energy recovery units, condensing units, geothermal/water-source heat pumps, coils, and controls.