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

A. O. Smith Co. (NYSE:AOS) – Zacks Research increased their Q4 2025 earnings per share estimates for A. O. Smith in a research note issued to investors on Thursday, April 3rd. Zacks Research analyst R. Department now anticipates that the industrial products company will post earnings per share of $0.94 for the quarter, up from their prior 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.

Other equities research analysts have also recently issued reports about the company. Weiss Ratings reiterated a “hold (c)” rating on shares of A. O. Smith in a research note on Saturday, March 22nd. Citigroup lowered their target price on shares of A. O. Smith from $78.00 to $73.00 and set a “neutral” rating for the company in a research note on Monday, January 13th. Stifel Nicolaus cut their price target on shares of A. O. Smith from $90.00 to $84.00 and set a “buy” rating on the stock in a research note on Friday, January 31st. StockNews.com raised shares of A. O. Smith from a “hold” rating to a “buy” rating in a report on Friday, January 31st. Finally, Oppenheimer dropped their price objective on shares of A. O. Smith from $88.00 to $84.00 and set an “outperform” rating on the stock in a report on Friday, January 31st. Five analysts have rated the stock with a hold rating and three have given a buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $80.86.

A. O. Smith Stock Performance

Shares of AOS opened at $59.65 on Monday. A. O. Smith has a 12 month low of $59.12 and a 12 month high of $92.45. The stock has a fifty day moving average price of $65.99 and a 200-day moving average price of $71.91. The company has a current ratio of 1.55, a quick ratio of 0.96 and a debt-to-equity ratio of 0.10. The firm has a market cap of $8.59 billion, a PE ratio of 16.43, a P/E/G ratio of 1.46 and a beta of 1.26.

A. O. Smith (NYSE:AOS) last released its quarterly earnings results on Thursday, January 30th. The industrial products company reported $0.85 earnings per share 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%.

A. O. Smith Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, May 15th. Shareholders of record on Wednesday, April 30th will be issued a $0.34 dividend. This represents a $1.36 annualized dividend and a yield of 2.28%. The ex-dividend date of this dividend is Wednesday, April 30th. A. O. Smith’s payout ratio is 37.47%.

Insiders Place Their Bets

In related news, VP Robert J. Heideman sold 1,026 shares of the stock in a transaction on Friday, February 7th. The shares were sold at an average price of $65.65, for a total transaction of $67,356.90. Following the sale, the vice president now directly owns 8,889 shares of the company’s stock, valued at approximately $583,562.85. This represents a 10.35 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, SVP Douglas Samuel Karge sold 419 shares of the firm’s stock in a transaction on Friday, February 7th. The shares were sold at an average price of $65.65, for a total transaction of $27,507.35. Following the sale, the senior vice president now owns 2,749 shares in the company, valued at approximately $180,471.85. This represents a 13.23 % decrease in their position. The disclosure for this sale can be found here. 0.76% of the stock is owned by insiders.

Institutional Investors Weigh In On A. O. Smith

Hedge funds have recently modified their holdings of the company. Norges Bank acquired a new position in A. O. Smith in the 4th quarter worth about $96,180,000. Invesco Ltd. raised its stake in shares of A. O. Smith by 26.8% during the 4th quarter. Invesco Ltd. now owns 4,704,295 shares of the industrial products company’s stock worth $320,880,000 after buying an additional 995,043 shares during the period. KBC Group NV lifted its position in shares of A. O. Smith by 40.1% during the 4th 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 in the last quarter. Voloridge Investment Management LLC grew its stake in A. O. Smith by 242.8% in the 4th quarter. Voloridge Investment Management LLC now owns 627,282 shares of the industrial products company’s stock valued at $42,787,000 after acquiring an additional 444,307 shares during the period. Finally, First Trust Advisors LP increased its holdings in A. O. Smith by 19.0% in the 4th quarter. First Trust Advisors LP now owns 2,618,191 shares of the industrial products company’s stock worth $178,587,000 after acquiring an additional 417,595 shares in the last quarter. 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.