Zacks Research Has Weak Forecast for A. O. Smith Q1 Earnings

A. O. Smith Corporation (NYSE:AOS) – Stock analysts at Zacks Research decreased their Q1 2026 earnings per share (EPS) estimates for A. O. Smith in a note issued to investors on Tuesday, March 31st. Zacks Research analyst Team now forecasts that the industrial products company will post earnings per share of $0.94 for the quarter, down from their previous forecast of $0.95. 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 Q4 2026 earnings at $0.97 EPS, Q1 2027 earnings at $1.04 EPS, Q2 2027 earnings at $1.20 EPS, FY2027 earnings at $4.37 EPS and FY2028 earnings at $4.87 EPS.

A. O. Smith (NYSE:AOS) last posted its earnings results on Thursday, January 29th. The industrial products company reported $0.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.84 by $0.06. The company had revenue of $912.50 million for the quarter, compared to analysts’ expectations of $928.97 million. A. O. Smith had a return on equity of 29.51% and a net margin of 14.26%.The firm’s quarterly revenue was up .0% compared to the same quarter last year. During the same period last year, the business posted $0.85 earnings per share.

A number of other research analysts have also issued reports on AOS. Stifel Nicolaus set a $85.00 target price on shares of A. O. Smith and gave the company a “buy” rating in a research note on Friday, January 30th. Robert W. Baird set a $77.00 price target on shares of A. O. Smith in a research note on Friday, January 30th. The Goldman Sachs Group set a $69.00 price target on A. O. Smith and gave the company a “sell” rating in a report on Thursday, February 12th. Weiss Ratings reissued a “hold (c)” rating on shares of A. O. Smith in a report on Wednesday, December 24th. Finally, Citigroup restated a “neutral” rating and issued a $78.00 target price (up from $72.00) on shares of A. O. Smith in a research report on Friday, January 30th. Two analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $77.00.

A. O. Smith Stock Up 3.6%

AOS stock opened at $65.95 on Wednesday. The stock has a market cap of $9.12 billion, a PE ratio of 17.09, a price-to-earnings-growth ratio of 1.32 and a beta of 1.33. The firm’s 50-day simple moving average is $72.70 and its 200 day simple moving average is $70.05. A. O. Smith has a fifty-two week low of $58.83 and a fifty-two week high of $81.86. The company has a quick ratio of 0.94, a current ratio of 1.50 and a debt-to-equity ratio of 0.06.

A. O. Smith Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, February 17th. Shareholders of record on Friday, January 30th were paid a dividend of $0.36 per share. The ex-dividend date of this dividend was Friday, January 30th. This represents a $1.44 annualized dividend and a yield of 2.2%. A. O. Smith’s dividend payout ratio (DPR) is presently 37.31%.

Insider Buying and Selling

In other A. O. Smith news, SVP Darrell W. Schuh sold 1,104 shares of the business’s stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $74.39, for a total transaction of $82,126.56. Following the sale, the senior vice president directly owned 2,201 shares in the company, valued at approximately $163,732.39. The trade was a 33.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.50% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Rothschild Investment LLC increased its stake in shares of A. O. Smith by 3,125.0% during the third quarter. Rothschild Investment LLC now owns 387 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 375 shares during the period. Creative Financial Designs Inc. ADV raised its holdings in A. O. Smith by 3,481.8% during the fourth quarter. Creative Financial Designs Inc. ADV now owns 394 shares of the industrial products company’s stock worth $26,000 after purchasing an additional 383 shares in the last quarter. Root Financial Partners LLC acquired a new stake in A. O. Smith in the third quarter worth approximately $33,000. Loomis Sayles & Co. L P bought a new position in A. O. Smith during the 2nd quarter valued at $30,000. Finally, Torren Management LLC bought a new position in A. O. Smith during the 4th quarter valued at $31,000. 76.10% of the stock is currently owned by institutional investors.

A. O. Smith Company Profile

A. O. Smith Corporation, based in Milwaukee, Wisconsin, is a leading manufacturer of water heating and water treatment products for residential and commercial applications. Since its founding in 1874, the company has built a reputation for producing reliable, energy-efficient water heaters, boilers and pressure vessels. Its product portfolio encompasses gas, electric, condensing and tankless water heaters, as well as specialty boilers designed to meet a variety of building and industrial needs.

The company operates through two primary segments: North America and Asia.