FY2025 EPS Estimates for A. O. Smith Decreased by Analyst

A. O. Smith Corporation (NYSE:AOS) – Stock analysts at Zacks Research reduced their FY2025 earnings per share (EPS) estimates for shares of A. O. Smith in a report issued on Tuesday, November 18th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings per share of $3.80 for the year, down from their prior forecast of $3.81. 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 Q4 2025 earnings at $0.84 EPS, Q4 2026 earnings at $0.96 EPS, FY2026 earnings at $4.01 EPS, Q2 2027 earnings at $1.23 EPS, Q3 2027 earnings at $1.09 EPS and FY2027 earnings at $4.52 EPS.

Other analysts have also issued reports about the stock. Oppenheimer raised their price objective on shares of A. O. Smith from $82.00 to $88.00 and gave the company an “outperform” rating in a research note on Monday, July 28th. UBS Group reissued a “neutral” rating and set a $76.00 price target (up previously from $74.00) on shares of A. O. Smith in a research report on Monday, July 28th. Stifel Nicolaus set a $80.00 price objective on shares of A. O. Smith and gave the stock a “buy” rating in a report on Wednesday, October 29th. Weiss Ratings reiterated a “hold (c+)” rating on shares of A. O. Smith in a research note on Wednesday, October 8th. Finally, Citigroup reduced their target price on A. O. Smith from $77.00 to $72.00 and set a “neutral” rating for the company in a report on Wednesday, October 29th. Two research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $76.71.

A. O. Smith Price Performance

AOS opened at $63.21 on Thursday. The firm has a market cap of $8.80 billion, a PE ratio of 17.04, a P/E/G ratio of 1.43 and a beta of 1.30. The stock has a 50-day moving average price of $69.09 and a 200-day moving average price of $68.92. A. O. Smith has a 1 year low of $58.83 and a 1 year high of $77.31. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.54 and a quick ratio of 1.03.

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

A. O. Smith Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, November 17th. Stockholders of record on Friday, October 31st were issued a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend was Friday, October 31st. This is a positive change from A. O. Smith’s previous quarterly dividend of $0.34. A. O. Smith’s payout ratio is currently 38.81%.

Institutional Trading of A. O. Smith

Several large investors have recently modified their holdings of the company. Vanguard Group Inc. lifted its holdings in A. O. Smith by 1.3% in the third quarter. Vanguard Group Inc. now owns 14,412,842 shares of the industrial products company’s stock valued at $1,058,047,000 after acquiring an additional 182,876 shares during the period. Invesco Ltd. increased its position in shares of A. O. Smith by 6.5% during the 1st quarter. Invesco Ltd. now owns 5,011,496 shares of the industrial products company’s stock valued at $327,551,000 after purchasing an additional 307,201 shares during the last quarter. Impax Asset Management Group plc lifted its stake in shares of A. O. Smith by 3.4% in the 3rd quarter. Impax Asset Management Group plc now owns 4,850,158 shares of the industrial products company’s stock worth $356,050,000 after purchasing an additional 157,856 shares during the period. American Century Companies Inc. lifted its stake in shares of A. O. Smith by 54.2% in the 3rd quarter. American Century Companies Inc. now owns 3,208,831 shares of the industrial products company’s stock worth $235,560,000 after purchasing an additional 1,128,543 shares during the period. Finally, First Trust Advisors LP boosted its holdings in shares of A. O. Smith by 4.6% in the third quarter. First Trust Advisors LP now owns 2,508,947 shares of the industrial products company’s stock worth $184,182,000 after buying an additional 109,654 shares during the last quarter. 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.