Q4 EPS Estimates for A. O. Smith Cut by Zacks Research

A. O. Smith Co. (NYSE:AOS) – Analysts at Zacks Research dropped their Q4 2025 earnings estimates for A. O. Smith in a report issued on Tuesday, May 20th. Zacks Research analyst R. Department now expects that the industrial products company will post earnings of $0.91 per share for the quarter, down from their previous forecast of $0.94. 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 Q3 2026 earnings at $0.93 EPS, Q4 2026 earnings at $1.00 EPS and Q1 2027 earnings at $1.08 EPS.

A. O. Smith (NYSE:AOS) last posted its quarterly earnings results on Tuesday, April 29th. The industrial products company reported $0.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.90 by $0.05. The business had revenue of $963.90 million during the quarter, compared to the consensus estimate of $950.56 million. A. O. Smith had a net margin of 13.98% and a return on equity of 28.87%. A. O. Smith’s revenue was down 1.5% compared to the same quarter last year. During the same quarter last year, the firm posted $1.00 EPS.

A number of other equities analysts have also recently weighed in on the company. UBS Group decreased their price objective 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. Robert W. Baird increased their price objective on A. O. Smith from $75.00 to $76.00 and gave the company a “neutral” rating in a research note on Wednesday, April 30th. Citigroup cut their target price on A. O. Smith from $69.00 to $65.00 and set a “neutral” rating on the stock in a research note on Monday, April 14th. 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 research report on Friday, January 31st. Finally, Stifel Nicolaus increased their target price on A. O. Smith from $75.00 to $78.00 and gave the stock a “buy” rating in a research report on Wednesday, April 30th. Four equities research analysts have rated the stock with a hold rating and three have given a buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $76.17.

A. O. Smith Stock Performance

NYSE AOS opened at $67.01 on Friday. The stock has a market capitalization of $9.52 billion, a PE ratio of 18.46, a P/E/G ratio of 1.46 and a beta of 1.28. A. O. Smith has a 1 year low of $58.83 and a 1 year high of $92.45. The company’s 50 day simple moving average is $65.85 and its two-hundred day simple moving average is $68.36. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.55 and a quick ratio of 0.96.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Vermillion & White Wealth Management Group LLC acquired a new stake in shares of A. O. Smith in the first quarter worth approximately $26,000. National Pension Service lifted its holdings in A. O. Smith by 74.8% in the first quarter. National Pension Service now owns 458 shares of the industrial products company’s stock valued at $30,000 after acquiring an additional 196 shares during the last quarter. TCTC Holdings LLC grew its holdings in shares of A. O. Smith by 69.9% during the 1st quarter. TCTC Holdings LLC now owns 491 shares of the industrial products company’s stock worth $32,000 after purchasing an additional 202 shares during the period. Caitong International Asset Management Co. Ltd increased its position in shares of A. O. Smith by 161.7% during the first quarter. Caitong International Asset Management Co. Ltd now owns 539 shares of the industrial products company’s stock valued at $35,000 after acquiring an additional 333 shares during the last quarter. Finally, Ransom Advisory Ltd purchased a new stake in shares of A. O. Smith in the 1st quarter valued at approximately $48,000. 76.10% of the stock is currently owned by institutional investors and hedge funds.

A. O. Smith Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 15th. Stockholders of record on Wednesday, April 30th were paid a $0.34 dividend. This represents a $1.36 annualized dividend and a dividend yield of 2.03%. The ex-dividend date of this dividend was Wednesday, April 30th. A. O. Smith’s payout ratio is 37.99%.

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.