Zacks Research Lowers Earnings Estimates for A. O. Smith

A. O. Smith Corporation (NYSE:AOS) – Equities researchers at Zacks Research reduced their Q4 2026 earnings per share (EPS) estimates for shares of A. O. Smith in a note issued to investors on Thursday, May 21st. Zacks Research analyst Team now expects that the industrial products company will earn $0.96 per share for the quarter, down from their prior estimate of $0.97. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for A. O. Smith’s current full-year earnings is $3.78 per share.

A number of other analysts have also recently weighed in on AOS. Oppenheimer reiterated an “outperform” rating and set a $80.00 price target on shares of A. O. Smith in a research report on Friday, May 1st. Wall Street Zen cut A. O. Smith from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. DA Davidson set a $67.00 price target on A. O. Smith and gave the stock a “neutral” rating in a research report on Monday, May 4th. Robert W. Baird set a $70.00 price target on A. O. Smith in a research report on Friday, May 1st. Finally, Citigroup dropped their price target on A. O. Smith from $74.00 to $65.00 and set a “neutral” rating on the stock in a research report on Monday, May 4th. Two equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Reduce” and a consensus target price of $69.89.

A. O. Smith Stock Up 1.8%

Shares of A. O. Smith stock opened at $58.32 on Wednesday. The company has a current ratio of 1.56, a quick ratio of 1.00 and a debt-to-equity ratio of 0.31. The business’s 50 day simple moving average is $62.69 and its 200-day simple moving average is $67.84. The stock has a market capitalization of $8.04 billion, a price-to-earnings ratio of 15.51, a PEG ratio of 1.26 and a beta of 1.23. A. O. Smith has a twelve month low of $54.16 and a twelve month high of $81.86.

A. O. Smith (NYSE:AOS) last announced its quarterly earnings results on Thursday, April 30th. The industrial products company reported $0.85 earnings per share for the quarter, missing analysts’ consensus estimates of $0.94 by ($0.09). The company had revenue of $945.60 million for the quarter, compared to analyst estimates of $974.06 million. A. O. Smith had a return on equity of 28.42% and a net margin of 13.84%.The firm’s revenue for the quarter was down 1.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.95 earnings per share. A. O. Smith has set its FY 2026 guidance at 3.600-3.900 EPS.

A. O. Smith Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Thursday, April 30th were issued a $0.36 dividend. This represents a $1.44 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend was Thursday, April 30th. A. O. Smith’s dividend payout ratio is 38.30%.

Insider Transactions at A. O. Smith

In related news, SVP Darrell W. Schuh sold 1,104 shares of the stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $74.39, for a total value of $82,126.56. Following the completion of the transaction, the senior vice president directly owned 2,201 shares of the company’s stock, valued at $163,732.39. This represents a 33.40% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.50% of the stock is owned by company insiders.

Hedge Funds Weigh In On A. O. Smith

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Prospera Financial Services Inc grew its holdings in A. O. Smith by 4.0% in the 4th quarter. Prospera Financial Services Inc now owns 3,261 shares of the industrial products company’s stock worth $218,000 after buying an additional 126 shares in the last quarter. Grey Ledge Advisors LLC grew its holdings in A. O. Smith by 1.4% in the 4th quarter. Grey Ledge Advisors LLC now owns 8,966 shares of the industrial products company’s stock worth $600,000 after buying an additional 128 shares in the last quarter. Eukles Asset Management grew its holdings in A. O. Smith by 0.5% in the 4th quarter. Eukles Asset Management now owns 29,240 shares of the industrial products company’s stock worth $1,956,000 after buying an additional 151 shares in the last quarter. Larson Financial Group LLC boosted its stake in A. O. Smith by 31.8% during the 4th quarter. Larson Financial Group LLC now owns 642 shares of the industrial products company’s stock valued at $43,000 after purchasing an additional 155 shares in the last quarter. Finally, Founders Financial Alliance LLC boosted its stake in A. O. Smith by 2.8% during the 4th quarter. Founders Financial Alliance LLC now owns 5,607 shares of the industrial products company’s stock valued at $375,000 after purchasing an additional 155 shares in the last quarter. 76.10% of the stock is 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.