A. O. Smith Corporation $AOS Shares Bought by AlphaQuest LLC

AlphaQuest LLC lifted its stake in A. O. Smith Corporation (NYSE:AOS) by 27.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 49,045 shares of the industrial products company’s stock after buying an additional 10,462 shares during the period. AlphaQuest LLC’s holdings in A. O. Smith were worth $3,600,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of AOS. Oppenheimer Asset Management Inc. acquired a new position in A. O. Smith in the 2nd quarter valued at about $1,045,000. Sequoia Financial Advisors LLC acquired a new stake in A. O. Smith during the 2nd quarter worth approximately $386,000. Charles Schwab Investment Management Inc. grew its stake in shares of A. O. Smith by 1.1% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 1,265,091 shares of the industrial products company’s stock valued at $82,952,000 after purchasing an additional 13,906 shares during the last quarter. Magnetar Financial LLC acquired a new position in shares of A. O. Smith in the second quarter valued at approximately $2,837,000. Finally, Bayforest Capital Ltd purchased a new stake in shares of A. O. Smith during the third quarter worth approximately $750,000. 76.10% of the stock is currently owned by institutional investors and hedge funds.

A. O. Smith Price Performance

AOS stock opened at $73.12 on Friday. The firm has a 50 day moving average of $68.66 and a 200-day moving average of $69.66. The company has a market cap of $10.18 billion, a price-to-earnings ratio of 19.71, a PEG ratio of 1.41 and a beta of 1.35. The company has a current ratio of 1.54, a quick ratio of 0.95 and a debt-to-equity ratio of 0.09. A. O. Smith Corporation has a 12-month low of $58.83 and a 12-month high of $77.31.

A. O. Smith (NYSE:AOS) last released its quarterly earnings data on Thursday, January 29th. The industrial products company reported $0.90 earnings per share for the quarter, beating the consensus estimate of $0.84 by $0.06. The firm had revenue of $912.50 million during the quarter, compared to the consensus estimate of $928.97 million. A. O. Smith had a return on equity of 29.34% and a net margin of 13.85%.A. O. Smith’s quarterly revenue was up .0% on a year-over-year basis. During the same period last year, the business posted $0.85 EPS. As a group, equities analysts expect that A. O. Smith Corporation will post 3.76 EPS for the current fiscal year.

A. O. Smith Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, February 17th. Stockholders of record on Friday, January 30th will be paid a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, January 30th. A. O. Smith’s payout ratio is 38.81%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on AOS shares. Stifel Nicolaus set a $80.00 price objective on shares of A. O. Smith and gave the company a “buy” rating in a research report on Wednesday, October 29th. Robert W. Baird set a $76.00 target price on shares of A. O. Smith in a report on Wednesday, October 29th. Citigroup cut their price target on shares of A. O. Smith from $77.00 to $72.00 and set a “neutral” rating for the company in a report on Wednesday, October 29th. DA Davidson restated a “neutral” rating and issued a $75.00 price objective on shares of A. O. Smith in a research report on Thursday, November 13th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of A. O. Smith in a research report on Wednesday, December 24th. Two investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $76.50.

A. O. Smith News Summary

Here are the key news stories impacting A. O. Smith this week:

• Positive Sentiment: EPS beat and margin strength — AOS reported Q4 EPS of $0.90 vs. consensus $0.84 and highlighted operating margin improvement that helped drive profitability. A.O. Smith tops Q4 earnings estimates, issues 2026 guidance
• Positive Sentiment: 2025 results and 2026 guidance — Management reported record 2025 diluted EPS of $3.85, strong free cash flow, and introduced 2026 guidance that provides forward visibility. A. O. Smith Reports Record 2025 Diluted Earnings Per Share (EPS) of $3.85 and Introduces 2026 Guidance
• Positive Sentiment: Shareholder returns and M&A — The company returned ~$597M to shareholders in 2025 (dividends + buybacks) and closed the Leonard Valve acquisition in Jan 2026, supporting growth in water-management. A. O. Smith Reports Record 2025 Diluted Earnings Per Share (EPS) of $3.85 and Introduces 2026 Guidance
• Neutral Sentiment: Analyst and call details — Earnings call transcripts and analyst write‑ups provide color on regional performance, cost dynamics and the outlook; investors are parsing the commentary for guidance detail. A O Smith AOS Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Key metrics review — Coverage (Zacks/MarketBeat) highlights ROE and net margin strength alongside the mixed top-line metrics for the quarter. A. O. Smith Earnings Surpass Estimates in Q4, Sales Miss
• Negative Sentiment: Revenue miss and flat sales — Revenue of $912.5M missed estimates (~$929M) and was essentially flat year‑over‑year, which raises questions about demand in parts of the business. AO Smith earnings beat offset by revenue miss as shares hold steady
• Negative Sentiment: Regional headwinds — Pre-report commentary flagged China weakness and some cost pressures that could constrain near‑term revenue growth despite North America strength. A. O. Smith Gears Up to Report Q4 Earnings: What to Expect?

A. O. Smith Company Profile

A. O. Smith Corporation, based in Milwaukee, Wisconsin, is a leading manufacturer of water heating and water treatment products for residential and commercial applications. Since its founding in 1874, the company has built a reputation for producing reliable, energy-efficient water heaters, boilers and pressure vessels. Its product portfolio encompasses gas, electric, condensing and tankless water heaters, as well as specialty boilers designed to meet a variety of building and industrial needs.

The company operates through two primary segments: North America and Asia.