Seaport Res Ptn Forecasts Reduced Earnings for A. O. Smith

A. O. Smith Corporation (NYSE:AOS) – Seaport Res Ptn dropped their FY2025 EPS estimates for A. O. Smith in a report released on Tuesday, October 28th. Seaport Res Ptn analyst S. Graham now forecasts that the industrial products company will post earnings of $3.76 per share for the year, down from their previous forecast of $3.83. The consensus estimate for A. O. Smith’s current full-year earnings is $3.76 per share. Seaport Res Ptn also issued estimates for A. O. Smith’s Q4 2025 earnings at $0.80 EPS, Q1 2026 earnings at $0.96 EPS, Q3 2026 earnings at $0.98 EPS, Q4 2026 earnings at $0.87 EPS and FY2026 earnings at $3.96 EPS.

A. O. Smith (NYSE:AOS) last announced its quarterly earnings results on Tuesday, October 28th. The industrial products company reported $0.94 earnings per share for the quarter, beating the consensus estimate of $0.89 by $0.05. The business had revenue of $942.50 million for the quarter, compared to analysts’ expectations of $946.33 million. A. O. Smith had a net margin of 13.85% and a return on equity of 29.34%. The firm’s revenue for the quarter was up 4.4% compared to the same quarter last year. During the same quarter last year, the firm earned $0.82 EPS. A. O. Smith has set its FY 2025 guidance at 3.700-3.850 EPS.

Several other equities research analysts also recently issued reports on AOS. Citigroup decreased their price target on A. O. Smith from $77.00 to $72.00 and set a “neutral” rating for the company in a report on Wednesday. Oppenheimer upped their target price on shares of A. O. Smith from $82.00 to $88.00 and gave the stock an “outperform” rating in a research note on Monday, July 28th. Wall Street Zen upgraded shares of A. O. Smith from a “hold” rating to a “buy” rating in a report on Saturday, October 18th. Robert W. Baird set a $76.00 price target on shares of A. O. Smith in a report on Wednesday. Finally, UBS Group reaffirmed a “neutral” rating and issued a $76.00 price objective (up from $74.00) on shares of A. O. Smith in a research report on Monday, July 28th. Two analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $77.00.

A. O. Smith Stock Performance

Shares of A. O. Smith stock opened at $66.72 on Thursday. A. O. Smith has a 52 week low of $58.83 and a 52 week high of $77.92. The company has a quick ratio of 1.03, a current ratio of 1.54 and a debt-to-equity ratio of 0.09. The business has a 50 day moving average price of $71.25 and a 200-day moving average price of $68.89. The company has a market cap of $9.35 billion, a PE ratio of 17.98, a price-to-earnings-growth ratio of 1.43 and a beta of 1.30.

A. O. Smith Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, November 17th. Shareholders of record on Friday, October 31st will be paid a $0.36 dividend. The ex-dividend date is Friday, October 31st. This is a positive change from A. O. Smith’s previous quarterly dividend of $0.34. This represents a $1.44 dividend on an annualized basis and a yield of 2.2%. A. O. Smith’s dividend payout ratio is presently 37.88%.

Institutional Investors Weigh In On A. O. Smith

Several large investors have recently modified their holdings of AOS. Vermillion & White Wealth Management Group LLC purchased a new position in A. O. Smith in the first quarter valued at approximately $26,000. TD Private Client Wealth LLC raised its stake in shares of A. O. Smith by 143.7% in the second quarter. TD Private Client Wealth LLC now owns 446 shares of the industrial products company’s stock valued at $29,000 after buying an additional 263 shares during the period. True Wealth Design LLC lifted its position in shares of A. O. Smith by 44,400.0% during the 2nd quarter. True Wealth Design LLC now owns 445 shares of the industrial products company’s stock valued at $29,000 after buying an additional 444 shares during the last quarter. National Pension Service grew its stake in shares of A. O. Smith by 74.8% during the 1st quarter. National Pension Service now owns 458 shares of the industrial products company’s stock worth $30,000 after acquiring an additional 196 shares during the period. Finally, Loomis Sayles & Co. L P purchased a new stake in A. O. Smith in the 2nd quarter worth about $30,000. Hedge funds and other institutional investors own 76.10% of the company’s stock.

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.