Zacks Research Has Negative View of A. O. Smith Q1 Earnings

A. O. Smith Co. (NYSE:AOS) – Research analysts at Zacks Research decreased their Q1 2025 earnings per share (EPS) estimates for A. O. Smith in a report issued on Thursday, February 20th. Zacks Research analyst R. Department now forecasts that the industrial products company will post earnings of $0.88 per share for the quarter, down from their prior estimate of $0.97. 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 Q2 2025 earnings at $0.98 EPS, FY2025 earnings at $3.69 EPS, Q1 2026 earnings at $0.95 EPS, Q4 2026 earnings at $1.08 EPS and FY2026 earnings at $4.14 EPS.

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

Other research analysts also recently issued research reports about the stock. Citigroup reduced 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 target price on shares of A. O. Smith from $88.00 to $84.00 and set an “outperform” rating on the stock in a research note on Friday, January 31st. StockNews.com upgraded A. O. Smith from a “hold” rating to a “buy” rating in a report on Friday, January 31st. Stifel Nicolaus lowered their target price on A. O. Smith from $90.00 to $84.00 and set a “buy” rating on the stock in a report on Friday, January 31st. Finally, UBS Group lowered their target price on A. O. Smith from $80.00 to $74.00 and set a “neutral” rating on the stock in a report on Friday, January 31st. Five investment analysts have rated the stock with a hold rating and three have assigned a buy rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $80.86.

A. O. Smith Trading Up 1.1 %

Shares of AOS stock opened at $66.95 on Monday. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.55 and a quick ratio of 0.96. The company has a market cap of $9.64 billion, a price-to-earnings ratio of 18.44, a PEG ratio of 1.46 and a beta of 1.17. The stock has a 50 day simple moving average of $68.25 and a 200-day simple moving average of $75.12. A. O. Smith has a 1-year low of $64.55 and a 1-year high of $92.44.

A. O. Smith Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 18th. Investors of record on Friday, January 31st were issued a $0.34 dividend. This represents a $1.36 dividend on an annualized basis and a yield of 2.03%. The ex-dividend date of this dividend was Friday, January 31st. A. O. Smith’s dividend payout ratio is presently 37.47%.

Insider Buying and Selling at A. O. Smith

In other news, SVP Douglas Samuel Karge sold 419 shares of the firm’s stock in a transaction that occurred on Friday, February 7th. The shares were sold at an average price of $65.65, for a total value of $27,507.35. Following the completion of the transaction, the senior vice president now owns 2,749 shares of the company’s stock, valued at approximately $180,471.85. This trade represents a 13.23 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, VP Robert J. Heideman sold 1,026 shares of A. O. Smith stock in a transaction on Friday, February 7th. The shares were 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 of the company’s stock, valued at approximately $583,562.85. This trade represents a 10.35 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 2.70% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Wilmington Savings Fund Society FSB purchased a new position in A. O. Smith in the third quarter valued at $1,726,000. FORA Capital LLC purchased a new position in A. O. Smith in the third quarter worth approximately $730,000. Geode Capital Management LLC lifted its stake in A. O. Smith by 1.5% in the third quarter. Geode Capital Management LLC now owns 3,586,905 shares of the industrial products company’s stock worth $321,348,000 after acquiring an additional 52,593 shares during the last quarter. WealthPlan Investment Management LLC lifted its stake in A. O. Smith by 89.3% in the third quarter. WealthPlan Investment Management LLC now owns 36,206 shares of the industrial products company’s stock worth $3,252,000 after acquiring an additional 17,079 shares during the last quarter. Finally, Fisher Asset Management LLC lifted its stake in A. O. Smith by 3.9% in the third quarter. Fisher Asset Management LLC now owns 2,302,659 shares of the industrial products company’s stock worth $206,848,000 after acquiring an additional 87,458 shares during the last quarter. 76.10% of the stock is currently owned by hedge funds and other institutional investors.

A. O. Smith Company Profile

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.