Q1 EPS Estimates for A. O. Smith Decreased by Zacks Research

A. O. Smith Corporation (NYSE:AOS) – Zacks Research cut their Q1 2026 EPS estimates for shares of A. O. Smith in a report released on Tuesday, March 31st. Zacks Research analyst Team now anticipates that the industrial products company will post earnings per share of $0.94 for the quarter, down from their previous forecast of $0.95. 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 2026 earnings at $0.97 EPS, Q1 2027 earnings at $1.04 EPS, Q2 2027 earnings at $1.20 EPS, FY2027 earnings at $4.37 EPS and FY2028 earnings at $4.87 EPS.

A number of other research firms have also recently weighed in on AOS. Jefferies Financial Group set a $75.00 price target on A. O. Smith and gave the company a “hold” rating in a report on Friday, January 9th. Weiss Ratings reissued a “hold (c)” rating on shares of A. O. Smith in a research note on Wednesday, December 24th. Stifel Nicolaus set a $85.00 target price on A. O. Smith and gave the company a “buy” rating in a research note on Friday, January 30th. Robert W. Baird set a $77.00 price target on A. O. Smith in a report on Friday, January 30th. Finally, The Goldman Sachs Group set a $69.00 price target on A. O. Smith and gave the company a “sell” rating in a report on Thursday, February 12th. Two investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, A. O. Smith currently has a consensus rating of “Hold” and an average target price of $77.00.

A. O. Smith Stock Down 1.3%

Shares of AOS opened at $65.06 on Wednesday. The company has a market capitalization of $9.00 billion, a P/E ratio of 16.85, a PEG ratio of 1.37 and a beta of 1.33. A. O. Smith has a one year low of $58.83 and a one year high of $81.86. The business’s 50 day simple moving average is $72.56 and its 200-day simple moving average is $70.02. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.50 and a quick ratio of 0.94.

A. O. Smith (NYSE:AOS) last issued its quarterly earnings data on Thursday, January 29th. The industrial products company reported $0.90 earnings per share for the quarter, topping the consensus estimate of $0.84 by $0.06. A. O. Smith had a net margin of 14.26% and a return on equity of 29.51%. The firm had revenue of $912.50 million for the quarter, compared to analysts’ expectations of $928.97 million. During the same period in the prior year, the firm earned $0.85 earnings per share. The company’s quarterly revenue was up .0% compared to the same quarter last year.

A. O. Smith Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Shareholders of record on Friday, January 30th were given a $0.36 dividend. This represents a $1.44 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date was Friday, January 30th. A. O. Smith’s dividend payout ratio (DPR) is presently 37.31%.

Insider Buying and Selling

In other news, SVP Darrell W. Schuh sold 1,104 shares of A. O. Smith stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $74.39, for a total value of $82,126.56. Following the completion of the sale, the senior vice president directly owned 2,201 shares of the company’s stock, valued at approximately $163,732.39. This trade represents a 33.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.50% of the company’s stock.

Hedge Funds Weigh In On A. O. Smith

Several hedge funds have recently added to or reduced their stakes in the company. Rothschild Investment LLC raised its holdings in A. O. Smith by 3,125.0% during the 3rd quarter. Rothschild Investment LLC now owns 387 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 375 shares during the last quarter. Creative Financial Designs Inc. ADV boosted its stake in shares of A. O. Smith by 3,481.8% in the 4th quarter. Creative Financial Designs Inc. ADV now owns 394 shares of the industrial products company’s stock valued at $26,000 after purchasing an additional 383 shares during the last quarter. Root Financial Partners LLC bought a new position in shares of A. O. Smith in the 3rd quarter valued at about $33,000. Loomis Sayles & Co. L P acquired a new stake in shares of A. O. Smith during the 2nd quarter worth approximately $30,000. Finally, Torren Management LLC acquired a new stake in shares of A. O. Smith during the 4th quarter worth approximately $31,000. Institutional investors own 76.10% of the company’s stock.

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.