Zacks Research Lifts Earnings Estimates for A. O. Smith

A. O. Smith Corporation (NYSE:AOS) – Stock analysts at Zacks Research increased their FY2026 earnings per share estimates for shares of A. O. Smith in a research report issued to clients and investors on Thursday, August 20th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings of $3.79 per share for the year, up from their prior estimate 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.

AOS has been the subject of a number of other reports. Stifel Nicolaus reduced their price target on shares of A. O. Smith from $76.00 to $70.00 and set a “buy” rating for the company in a research note on Friday, July 31st. JPMorgan Chase & Co. reissued an “underweight” rating and set a $60.00 target price (down from $65.00) on shares of A. O. Smith in a report on Friday, May 15th. Citigroup cut their target price on A. O. Smith from $65.00 to $64.00 and set a “neutral” rating for the company in a research report on Friday, July 31st. Weiss Ratings cut A. O. Smith from a “hold (c)” rating to a “hold (c-)” rating in a research report on Wednesday, May 27th. Finally, Oppenheimer set a $75.00 price objective on A. O. Smith and gave the stock an “outperform” rating in a research note on Wednesday, June 10th. Two analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $67.75.

A. O. Smith Stock Down 0.8%

A. O. Smith stock opened at $62.24 on Monday. A. O. Smith has a 52 week low of $54.16 and a 52 week high of $81.86. The stock has a market cap of $8.46 billion, a price-to-earnings ratio of 17.29, a PEG ratio of 1.40 and a beta of 1.17. The company’s 50-day moving average price is $61.17 and its two-hundred day moving average price is $64.15. The company has a current ratio of 1.59, a quick ratio of 1.04 and a debt-to-equity ratio of 0.32.

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

A. O. Smith Dividend Announcement

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

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in AOS. Assenagon Asset Management S.A. increased its stake in A. O. Smith by 5,521.8% in the 2nd quarter. Assenagon Asset Management S.A. now owns 489,264 shares of the industrial products company’s stock valued at $30,687,000 after buying an additional 480,561 shares during the period. ProShare Advisors LLC boosted its stake in shares of A. O. Smith by 2.6% during the 4th quarter. ProShare Advisors LLC now owns 2,344,631 shares of the industrial products company’s stock valued at $156,809,000 after buying an additional 60,260 shares during the period. ING Groep NV acquired a new stake in shares of A. O. Smith during the 4th quarter valued at $980,000. IFG Advisory LLC grew its holdings in shares of A. O. Smith by 54.4% during the 4th quarter. IFG Advisory LLC now owns 50,474 shares of the industrial products company’s stock valued at $3,376,000 after acquiring an additional 17,792 shares in the last quarter. Finally, Nomura Asset Management Co. Ltd. grew its holdings in shares of A. O. Smith by 3.8% during the 4th quarter. Nomura Asset Management Co. Ltd. now owns 1,179,709 shares of the industrial products company’s stock valued at $78,899,000 after acquiring an additional 43,320 shares in the last quarter. 76.10% of the stock is currently owned by institutional investors and hedge funds.

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.