Q3 EPS Estimates for A. O. Smith Cut by Zacks Research

A. O. Smith Co. (NYSE:AOS) – Stock analysts at Zacks Research reduced their Q3 2025 EPS estimates for shares of A. O. Smith in a research note issued to investors on Thursday, February 20th. Zacks Research analyst R. Department now forecasts that the industrial products company will post earnings of $0.89 per share for the quarter, down from their previous forecast of $0.91. The consensus estimate for A. O. Smith’s current full-year earnings is $3.77 per share. Zacks Research also issued estimates for A. O. Smith’s Q4 2025 earnings at $0.93 EPS, Q2 2026 earnings at $1.08 EPS, Q3 2026 earnings at $1.02 EPS and FY2027 earnings at $4.54 EPS.

Several other research analysts have also recently weighed in on AOS. StockNews.com raised shares of A. O. Smith from a “hold” rating to a “buy” rating in a research report on Friday, January 31st. Stifel Nicolaus reduced their price objective on shares of A. O. Smith from $90.00 to $84.00 and set a “buy” rating on the stock in a report on Friday, January 31st. Oppenheimer reduced their price objective 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. UBS Group reduced their price objective on shares of A. O. Smith from $80.00 to $74.00 and set a “neutral” rating on the stock in a report on Friday, January 31st. Finally, Citigroup reduced their price objective on shares of A. O. Smith from $78.00 to $73.00 and set a “neutral” rating on the stock in a report on Monday, January 13th. Five research analysts have rated the stock with a hold rating and three have given a buy rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $80.86.

A. O. Smith Trading Down 0.8 %

Shares of AOS stock opened at $66.81 on Friday. The company’s 50-day moving average price is $68.57 and its 200-day moving average price is $75.51. The company has a current ratio of 1.55, a quick ratio of 0.96 and a debt-to-equity ratio of 0.10. The stock has a market cap of $9.69 billion, a price-to-earnings ratio of 18.40, a PEG ratio of 1.49 and a beta of 1.17. A. O. Smith has a twelve month low of $64.55 and a twelve month high of $92.44.

A. O. Smith (NYSE:AOS) last announced its quarterly earnings results on Thursday, January 30th. The industrial products company reported $0.85 earnings per share 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%.

A. O. Smith Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, February 18th. Investors of record on Friday, January 31st were paid a dividend of $0.34 per share. The ex-dividend date of this dividend was Friday, January 31st. This represents a $1.36 dividend on an annualized basis and a dividend yield of 2.04%. A. O. Smith’s payout ratio is 37.47%.

Insider Buying and Selling

In related news, VP Robert J. Heideman sold 1,026 shares of the company’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 transaction of $67,356.90. Following the sale, the vice president now directly owns 8,889 shares in the company, valued at approximately $583,562.85. This represents a 10.35 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Douglas Samuel Karge sold 419 shares of the company’s stock in a transaction that occurred on Friday, February 7th. The stock was sold at an average price of $65.65, for a total transaction of $27,507.35. Following the sale, the senior vice president now owns 2,749 shares in the company, valued at $180,471.85. The trade was a 13.23 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 2.70% of the company’s stock.

Institutional Investors Weigh In On A. O. Smith

Large investors have recently modified their holdings of the company. Waldron Private Wealth LLC acquired a new stake in shares of A. O. Smith in the third quarter valued at approximately $32,000. Brooklyn Investment Group purchased a new stake in shares of A. O. Smith during the third quarter worth approximately $43,000. Truvestments Capital LLC purchased a new position in A. O. Smith in the third quarter worth $55,000. Huntington National Bank raised its position in A. O. Smith by 19.8% in the third quarter. Huntington National Bank now owns 812 shares of the industrial products company’s stock worth $73,000 after acquiring an additional 134 shares in the last quarter. Finally, Ridgewood Investments LLC purchased a new position in A. O. Smith in the fourth quarter worth $60,000. 76.10% of the stock is owned by institutional investors and hedge funds.

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.