Zacks Research Has Negative View of A. O. Smith Q1 Earnings

A. O. Smith Corporation (NYSE:AOS) – Analysts at Zacks Research decreased their Q1 2026 earnings per share (EPS) estimates for A. O. Smith in a research report issued on Thursday, February 19th. Zacks Research analyst Team now anticipates that the industrial products company will post earnings per share of $0.95 for the quarter, down from their prior estimate of $0.97. 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 Q2 2026 earnings at $1.10 EPS, Q3 2026 earnings at $0.99 EPS, Q4 2026 earnings at $0.96 EPS, Q2 2027 earnings at $1.22 EPS, Q4 2027 earnings at $1.05 EPS and FY2027 earnings at $4.41 EPS.

Other analysts have also recently issued research reports about the stock. Citigroup reiterated a “neutral” rating and issued a $78.00 price objective (up previously from $72.00) on shares of A. O. Smith in a research note on Friday, January 30th. DA Davidson reiterated a “neutral” rating and issued a $75.00 price target on shares of A. O. Smith in a research report on Thursday, November 13th. The Goldman Sachs Group set a $69.00 price target on A. O. Smith and gave the company a “sell” rating in a research note on Thursday, February 12th. Stifel Nicolaus set a $85.00 price objective on A. O. Smith and gave the stock a “buy” rating in a research note on Friday, January 30th. Finally, Robert W. Baird set a $77.00 price objective on A. O. Smith in a report on Friday, January 30th. Two research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $77.00.

A. O. Smith Trading Up 0.1%

Shares of A. O. Smith stock opened at $77.79 on Friday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 0.94 and a current ratio of 1.50. The firm has a 50-day moving average of $72.41 and a 200-day moving average of $70.54. A. O. Smith has a 52-week low of $58.83 and a 52-week high of $81.86. The stock has a market cap of $10.83 billion, a PE ratio of 20.15, a PEG ratio of 1.60 and a beta of 1.36.

A. O. Smith (NYSE:AOS) last released its quarterly earnings results on Thursday, January 29th. The industrial products company reported $0.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.84 by $0.06. The business 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 29.51% and a net margin of 14.26%.The firm’s quarterly revenue was up .0% on a year-over-year basis. During the same period in the previous year, the company posted $0.85 EPS.

A. O. Smith Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, February 17th. Shareholders of record on Friday, January 30th were paid a dividend of $0.36 per share. The ex-dividend date was Friday, January 30th. This represents a $1.44 annualized dividend and a yield of 1.9%. A. O. Smith’s dividend payout ratio is presently 37.31%.

Insider Buying and Selling at A. O. Smith

In other news, SVP Darrell W. Schuh sold 356 shares of A. O. Smith stock in a transaction on Friday, February 13th. The stock was sold at an average price of $79.89, for a total value of $28,440.84. Following the transaction, the senior vice president owned 3,295 shares in the company, valued at approximately $263,237.55. This trade represents a 9.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.76% of the company’s stock.

Institutional Trading of A. O. Smith

Several large investors have recently bought and sold shares of the business. Norges Bank acquired a new position in A. O. Smith during the fourth quarter worth about $97,101,000. Madison Asset Management LLC bought a new stake in shares of A. O. Smith during the 4th quarter valued at approximately $80,885,000. American Century Companies Inc. increased its position in A. O. Smith by 54.2% during 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 in the last quarter. Natixis Advisors LLC lifted its stake in A. O. Smith by 220.4% in the 4th quarter. Natixis Advisors LLC now owns 1,022,299 shares of the industrial products company’s stock valued at $68,371,000 after purchasing an additional 703,186 shares during the last quarter. Finally, Vanguard Group Inc. boosted its position in A. O. Smith by 4.7% in the fourth quarter. Vanguard Group Inc. now owns 15,096,018 shares of the industrial products company’s stock valued at $1,009,622,000 after buying an additional 683,176 shares in the last quarter. 76.10% of the stock is owned by institutional investors and hedge funds.

About A. O. Smith

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.