Zacks Research Has Positive View of A. O. Smith Q4 Earnings

A. O. Smith Co. (NYSE:AOS) – Stock analysts at Zacks Research raised their Q4 2025 earnings per share (EPS) estimates for A. O. Smith in a research note issued on Thursday, April 3rd. Zacks Research analyst R. Department now anticipates that the industrial products company will earn $0.94 per share for the quarter, up from their previous 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 analysts have also recently issued research reports about the company. Stifel Nicolaus dropped their target price on A. O. Smith from $90.00 to $84.00 and set a “buy” rating on the stock in a research report on Friday, January 31st. UBS Group dropped their price objective on A. O. Smith from $80.00 to $74.00 and set a “neutral” rating on the stock in a research report on Friday, January 31st. Citigroup decreased their price target on shares of A. O. Smith from $78.00 to $73.00 and set a “neutral” rating for the company in a research report on Monday, January 13th. Oppenheimer lowered their price target 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. Finally, StockNews.com upgraded shares of A. O. Smith from a “hold” rating to a “buy” rating in a research note on Friday, January 31st. Five analysts have rated the stock with a hold rating and three have given a buy rating to the company. According to data from MarketBeat.com, A. O. Smith has a consensus rating of “Hold” and an average target price of $80.86.

A. O. Smith Price Performance

NYSE AOS opened at $60.72 on Monday. The company has a market cap of $8.74 billion, a PE ratio of 16.73, a P/E/G ratio of 1.46 and a beta of 1.26. The firm’s 50 day moving average price is $66.38 and its 200-day moving average price is $72.16. The company has a debt-to-equity ratio of 0.10, a quick ratio of 0.96 and a current ratio of 1.55. A. O. Smith has a 52-week low of $59.73 and a 52-week high of $92.45.

A. O. Smith (NYSE:AOS) last announced its quarterly earnings results on Thursday, January 30th. The industrial products company reported $0.85 EPS for the quarter, missing the consensus estimate of $0.90 by ($0.05). A. O. Smith had a net margin of 13.98% and a return on equity of 28.87%.

Hedge Funds Weigh In On A. O. Smith

Institutional investors have recently bought and sold shares of the business. Greenleaf Trust increased its stake in shares of A. O. Smith by 3.3% in the fourth quarter. Greenleaf Trust now owns 5,873 shares of the industrial products company’s stock worth $401,000 after acquiring an additional 188 shares during the period. Arizona State Retirement System boosted its holdings in A. O. Smith by 0.7% in the fourth quarter. Arizona State Retirement System now owns 34,838 shares of the industrial products company’s stock valued at $2,376,000 after purchasing an additional 234 shares during the last quarter. M&T Bank Corp grew its position in A. O. Smith by 3.9% during the 3rd quarter. M&T Bank Corp now owns 6,785 shares of the industrial products company’s stock worth $609,000 after purchasing an additional 253 shares during the period. Advisory Alpha LLC raised its stake in shares of A. O. Smith by 8.6% during the 4th quarter. Advisory Alpha LLC now owns 3,454 shares of the industrial products company’s stock valued at $236,000 after buying an additional 274 shares during the last quarter. Finally, United Asset Strategies Inc. lifted its holdings in shares of A. O. Smith by 3.3% in the 4th quarter. United Asset Strategies Inc. now owns 9,198 shares of the industrial products company’s stock valued at $627,000 after buying an additional 293 shares during the period. 76.10% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at A. O. Smith

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

A. O. Smith Dividend Announcement

The business 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 dividend on an annualized basis and a dividend yield of 2.24%. A. O. Smith’s dividend payout ratio is currently 37.47%.

About A. O. Smith

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.