AAON (AAON) Expected to Announce Earnings on Thursday

AAON (NASDAQ:AAON) is expected to announce its Q4 2025 results before the market opens on Thursday, February 26th. Analysts expect AAON to post earnings of $0.45 per share for the quarter. Investors are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Monday, March 2, 2026 at 9:00 AM ET.

AAON Stock Performance

AAON stock opened at $102.28 on Thursday. AAON has a 12-month low of $62.00 and a 12-month high of $116.04. The firm has a market cap of $8.35 billion, a PE ratio of 84.53 and a beta of 1.11. The business has a 50 day moving average of $87.20 and a 200-day moving average of $89.69. The company has a quick ratio of 2.03, a current ratio of 3.04 and a debt-to-equity ratio of 0.42.

Wall Street Analyst Weigh In

A number of research firms have weighed in on AAON. Weiss Ratings reiterated a “hold (c)” rating on shares of AAON in a research note on Wednesday, January 21st. Oppenheimer restated an “outperform” rating and issued a $115.00 target price on shares of AAON in a research note on Friday, November 7th. DA Davidson reiterated a “buy” rating and issued a $120.00 price objective on shares of AAON in a report on Tuesday, February 3rd. Wall Street Zen upgraded shares of AAON from a “sell” rating to a “hold” rating in a research report on Saturday, February 14th. Finally, William Blair restated an “outperform” rating on shares of AAON in a research report on Tuesday, December 30th. Six investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, AAON has a consensus rating of “Moderate Buy” and an average target price of $107.60.

Insider Activity at AAON

In other news, EVP Stephen E. Wakefield purchased 4,141 shares of the business’s stock in a transaction on Friday, December 12th. The stock was acquired at an average cost of $77.59 per share, for a total transaction of $321,300.19. Following the purchase, the executive vice president directly owned 15,212 shares in the company, valued at $1,180,299.08. This trade represents a 37.40% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 18.70% of the stock is owned by insiders.

Institutional Investors Weigh In On AAON

Several hedge funds and other institutional investors have recently modified their holdings of AAON. Wellington Management Group LLP lifted its position in shares of AAON by 44.3% during the 4th quarter. Wellington Management Group LLP now owns 6,839,277 shares of the construction company’s stock valued at $521,495,000 after buying an additional 2,099,385 shares in the last quarter. Wasatch Advisors LP raised its position in AAON by 27.1% during the third quarter. Wasatch Advisors LP now owns 2,138,959 shares of the construction company’s stock valued at $199,864,000 after purchasing an additional 456,560 shares during the period. Spyglass Capital Management LLC boosted its stake in AAON by 12.2% during the fourth quarter. Spyglass Capital Management LLC now owns 1,198,921 shares of the construction company’s stock worth $91,418,000 after buying an additional 130,062 shares during the period. Ameriprise Financial Inc. lifted its stake in AAON by 1.6% in the third quarter. Ameriprise Financial Inc. now owns 1,138,606 shares of the construction company’s stock worth $106,392,000 after purchasing an additional 18,282 shares during the last quarter. Finally, Northern Trust Corp lifted its position in shares of AAON by 17.4% during the third quarter. Northern Trust Corp now owns 762,711 shares of the construction company’s stock worth $71,268,000 after purchasing an additional 113,249 shares during the last quarter. 70.81% of the stock is currently owned by hedge funds and other institutional investors.

About AAON

AAON, Inc (NASDAQ: AAON) is a U.S.-based designer and manufacturer of heating, ventilation and air conditioning (HVAC) equipment for commercial and industrial applications. The company’s product portfolio focuses on rooftop packaged units, water-source heat pumps, chillers and custom-engineered solutions that cater to a wide array of building types, from office complexes and schools to data centers and healthcare facilities.

AAON’s core offerings include rooftop units available in gas, electric and dual-fuel configurations, precision air-conditioning systems for temperature- and humidity-sensitive environments, and modular chillers suited for both indoor and outdoor installations.