Analysts Set Expectations for A. O. Smith FY2026 Earnings

A. O. Smith Corporation (NYSE:AOS) – Zacks Research upped their FY2026 earnings per share (EPS) estimates for A. O. Smith in a note issued to investors on Thursday, August 20th. Zacks Research analyst Team now expects that the industrial products company will post earnings of $3.79 per share for the year, up from their prior forecast of $3.76. Zacks Research has a “Hold” rating on the stock. The consensus estimate for A. O. Smith’s current full-year earnings is $3.74 per share. Zacks Research also issued estimates for A. O. Smith’s Q4 2026 earnings at $0.96 EPS and Q4 2027 earnings at $0.99 EPS.

A number of other equities analysts have also recently commented on AOS. Citigroup lowered their target price on A. O. Smith from $65.00 to $64.00 and set a “neutral” rating for the company in a report on Friday, July 31st. Oppenheimer set a $75.00 price target on shares of A. O. Smith and gave the stock an “outperform” rating in a research report on Wednesday, June 10th. JPMorgan Chase & Co. reissued an “underweight” rating and issued a $60.00 price objective (down from $65.00) on shares of A. O. Smith in a research note on Friday, May 15th. Stifel Nicolaus dropped their price objective on shares of A. O. Smith from $76.00 to $70.00 and set a “buy” rating for the company in a report on Friday, July 31st. Finally, Robert W. Baird set a $70.00 target price on shares of A. O. Smith in a research note on Friday, May 1st. Two research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $67.75.

A. O. Smith Price Performance

AOS stock opened at $62.71 on Monday. The business’s fifty day moving average price is $61.13 and its 200 day moving average price is $64.27. A. O. Smith has a 12-month low of $54.16 and a 12-month high of $81.86. The company has a current ratio of 1.59, a quick ratio of 1.04 and a debt-to-equity ratio of 0.32. The company has a market capitalization of $8.52 billion, a PE ratio of 17.42, a P/E/G ratio of 1.41 and a beta of 1.17.

A. O. Smith (NYSE:AOS) last released its quarterly earnings results on Thursday, July 30th. The industrial products company reported $1.03 EPS for the quarter, topping analysts’ consensus estimates of $0.96 by $0.07. A. O. Smith had a return on equity of 27.88% and a net margin of 13.15%.The company had revenue of $1 billion for the quarter, compared to analysts’ expectations of $994.89 million. During the same period in the prior year, the firm earned $1.07 earnings per share. The firm’s revenue was down .7% compared to the same quarter last year. A. O. Smith has set its FY 2026 guidance at 3.700-3.850 EPS.

Institutional Investors Weigh In On A. O. Smith

Several institutional investors have recently modified their holdings of AOS. Creative Financial Designs Inc. ADV increased its holdings in A. O. Smith by 3,481.8% in the fourth quarter. Creative Financial Designs Inc. ADV now owns 394 shares of the industrial products company’s stock valued at $26,000 after buying an additional 383 shares during the last quarter. Torren Management LLC purchased a new stake in A. O. Smith during the 4th quarter worth about $31,000. Larson Financial Group LLC lifted its holdings in A. O. Smith by 67.9% during the 3rd quarter. Larson Financial Group LLC now owns 487 shares of the industrial products company’s stock worth $36,000 after buying an additional 197 shares during the last quarter. Los Angeles Capital Management LLC purchased a new stake in A. O. Smith during the 4th quarter worth about $35,000. Finally, Hantz Financial Services Inc. boosted its position in shares of A. O. Smith by 561.9% during the 4th quarter. Hantz Financial Services Inc. now owns 748 shares of the industrial products company’s stock worth $50,000 after acquiring an additional 635 shares in the last quarter. 76.10% of the stock is owned by hedge funds and other institutional investors.

A. O. Smith Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, August 17th. Stockholders of record on Friday, July 31st were issued a $0.36 dividend. This represents a $1.44 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Friday, July 31st. A. O. Smith’s dividend payout ratio (DPR) is presently 40.00%.

About A. O. Smith

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.