FY2026 EPS Estimates for A. O. Smith Boosted by DA Davidson

A. O. Smith Co. (NYSE:AOS) – Equities research analysts at DA Davidson lifted their FY2026 earnings per share estimates for A. O. Smith in a research report issued on Thursday, May 1st. DA Davidson analyst M. Summerville now expects that the industrial products company will post earnings per share of $4.28 for the year, up from their prior estimate of $4.25. The consensus estimate for A. O. Smith’s current full-year earnings is $3.76 per share.

A. O. Smith (NYSE:AOS) last issued its quarterly earnings results on Tuesday, April 29th. The industrial products company reported $0.95 earnings per share for the quarter, topping 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%. The company had revenue of $963.90 million for the quarter, compared to the consensus estimate of $950.56 million. During the same period in the previous year, the firm earned $1.00 EPS. The firm’s quarterly revenue was down 1.5% on a year-over-year basis.

Several other brokerages have also weighed in on AOS. Citigroup reduced their price objective on A. O. Smith from $69.00 to $65.00 and set a “neutral” rating for the company in a report on Monday, April 14th. Weiss Ratings reissued a “hold (c)” rating on shares of A. O. Smith in a report on Thursday, April 24th. UBS Group dropped their price objective on shares of A. O. Smith from $80.00 to $74.00 and set a “neutral” rating on the stock in a report on Friday, January 31st. Stifel Nicolaus boosted their price target on shares of A. O. Smith from $75.00 to $78.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, Oppenheimer cut their price objective on shares of A. O. Smith from $88.00 to $84.00 and set an “outperform” rating for the company in a report on Friday, January 31st. Four equities research analysts have rated the stock with a hold rating and three have issued a buy rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $76.17.

A. O. Smith Stock Up 1.6 %

A. O. Smith stock opened at $68.47 on Friday. The firm has a 50 day moving average price of $65.35 and a 200-day moving average price of $69.24. The company has a quick ratio of 0.96, a current ratio of 1.55 and a debt-to-equity ratio of 0.10. A. O. Smith has a twelve month low of $58.83 and a twelve month high of $92.45. The company has a market capitalization of $9.86 billion, a P/E ratio of 18.86, a P/E/G ratio of 1.46 and a beta of 1.26.

Institutional Investors Weigh In On A. O. Smith

Several hedge funds have recently bought and sold shares of the stock. Impax Asset Management Group plc lifted its holdings in shares of A. O. Smith by 67.3% during the 1st quarter. Impax Asset Management Group plc now owns 5,188,561 shares of the industrial products company’s stock worth $339,124,000 after acquiring an additional 2,086,433 shares during the last quarter. Norges Bank bought a new stake in A. O. Smith during the fourth quarter worth about $96,180,000. Sarasin & Partners LLP bought a new position in shares of A. O. Smith during the 1st quarter valued at about $74,180,000. Invesco Ltd. raised its holdings 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 valued at $320,880,000 after buying an additional 995,043 shares in the last quarter. Finally, KBC Group NV lifted its position in A. O. Smith by 40.1% in the 4th quarter. KBC Group NV now owns 1,648,825 shares of the industrial products company’s stock worth $112,467,000 after buying an additional 471,990 shares during the last quarter. 76.10% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other A. O. Smith news, SVP Douglas Samuel Karge sold 419 shares of the firm’s stock in a transaction dated Friday, February 7th. The stock was sold at an average price of $65.65, for a total value of $27,507.35. Following the sale, the senior vice president now owns 2,749 shares of the company’s stock, valued at $180,471.85. This trade represents a 13.23 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Robert J. Heideman sold 1,026 shares of the business’s 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 transaction, the vice president now directly owns 8,889 shares of the company’s stock, valued at $583,562.85. The trade was a 10.35 % decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.76% of the company’s stock.

A. O. Smith Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, May 15th. Investors of record on Wednesday, April 30th will be issued a dividend of $0.34 per share. This represents a $1.36 dividend on an annualized basis and a yield of 1.99%. The ex-dividend date of this dividend is Wednesday, April 30th. A. O. Smith’s dividend payout ratio (DPR) is presently 37.47%.

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.