Zacks Research Lowers Earnings Estimates for A. O. Smith

A. O. Smith Corporation (NYSE:AOS) – Investment analysts at Zacks Research dropped their Q1 2027 EPS estimates for shares of A. O. Smith in a research note issued to investors on Thursday, February 19th. Zacks Research analyst Team now expects that the industrial products company will earn $1.05 per share for the quarter, down from their previous estimate of $1.10. 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 Q3 2027 earnings at $1.09 EPS and FY2028 earnings at $5.11 EPS.

A. O. Smith (NYSE:AOS) last issued its quarterly earnings results 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 business had revenue of $912.50 million for the quarter, compared to the consensus estimate of $928.97 million. A. O. Smith had a net margin of 14.26% and a return on equity of 29.51%. The company’s revenue for the quarter was up .0% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.85 earnings per share.

A number of other equities analysts have also weighed in on the company. Jefferies Financial Group set a $75.00 price objective on A. O. Smith and gave the stock a “hold” rating in a research note on Friday, January 9th. Weiss Ratings reissued a “hold (c)” rating on shares of A. O. Smith in a report on Wednesday, December 24th. The Goldman Sachs Group set a $69.00 price target on A. O. Smith and gave the stock a “sell” rating in a research note on Thursday, February 12th. DA Davidson reiterated a “neutral” rating and set a $75.00 price objective on shares of A. O. Smith in a research report on Thursday, November 13th. Finally, Citigroup restated a “neutral” rating and set a $78.00 target price (up previously from $72.00) on shares of A. O. Smith in a research 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 given a Sell rating to the company’s stock. According to data from MarketBeat.com, A. O. Smith presently has an average rating of “Hold” and a consensus target price of $77.00.

A. O. Smith Trading Up 0.1%

Shares of A. O. Smith stock opened at $77.79 on Monday. A. O. Smith has a fifty-two week low of $58.83 and a fifty-two week high of $81.86. 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 company has a market capitalization of $10.76 billion, a P/E ratio of 20.15, a P/E/G ratio of 1.61 and a beta of 1.36. The company has a fifty day moving average of $72.41 and a 200 day moving average of $70.54.

Institutional Investors Weigh In On A. O. Smith

Large investors have recently added to or reduced their stakes in the stock. Compound Planning Inc. bought a new stake in shares of A. O. Smith in the 4th quarter valued at approximately $207,000. Invesco Ltd. increased its position in shares of A. O. Smith by 0.8% during the 4th quarter. Invesco Ltd. now owns 4,559,612 shares of the industrial products company’s stock valued at $304,947,000 after purchasing an additional 37,621 shares during the last quarter. Corient Private Wealth LLC raised its holdings in A. O. Smith by 351.7% during the 4th quarter. Corient Private Wealth LLC now owns 152,713 shares of the industrial products company’s stock valued at $10,213,000 after buying an additional 118,901 shares during the period. Mercer Global Advisors Inc. ADV lifted its position in A. O. Smith by 52.8% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 36,755 shares of the industrial products company’s stock worth $2,458,000 after buying an additional 12,706 shares during the last quarter. Finally, EP Wealth Advisors LLC bought a new stake in A. O. Smith in the fourth quarter worth $627,000. 76.10% of the stock is owned by institutional investors.

Insider Activity at A. O. Smith

In other news, SVP Darrell W. Schuh sold 356 shares of the business’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $79.89, for a total value of $28,440.84. Following the sale, the senior vice president directly owned 3,295 shares in the company, valued at $263,237.55. The trade was a 9.75% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.76% of the stock is owned by insiders.

A. O. Smith Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Shareholders of record on Friday, January 30th were given 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 (DPR) is 37.31%.

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.