A. O. Smith (AOS) – Analysts’ Recent Ratings Updates

Several brokerages have updated their recommendations and price targets on shares of A. O. Smith (NYSE: AOS) in the last few weeks:

• 5/4/2026 – A. O. Smith was given a new $67.00 price target by DA Davidson. They now have a “neutral” rating on the stock.
• 5/4/2026 – A. O. Smith had its price target lowered by Citigroup Inc. from $74.00 to $65.00. They now have a “neutral” rating on the stock.
• 5/1/2026 – A. O. Smith was given a new $70.00 price target by Robert W. Baird.
• 5/1/2026 – A. O. Smith had its “outperform” rating reaffirmed by Oppenheimer Holdings, Inc.. They now have a $80.00 price target on the stock.
• 5/1/2026 – A. O. Smith was given a new $75.00 price target by Stifel Nicolaus.
• 5/1/2026 – A. O. Smith had its price target lowered by JPMorgan Chase & Co. from $75.00 to $65.00. They now have a “neutral” rating on the stock.
• 4/14/2026 – A. O. Smith was given a new $78.00 price target by Stifel Nicolaus. They now have a “buy” rating on the stock.
• 4/13/2026 – A. O. Smith had its price target lowered by The Goldman Sachs Group, Inc. from $69.00 to $61.00. They now have a “sell” rating on the stock.
• 4/13/2026 – A. O. Smith had its price target lowered by Citigroup Inc. from $78.00 to $74.00. They now have a “neutral” rating on the stock.

A. O. Smith Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 30th will be issued a $0.36 dividend. This represents a $1.44 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Thursday, April 30th. A. O. Smith’s payout ratio is presently 38.30%.

Insider Buying and Selling

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

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.