AaonAAON
AAON
About: AAON Inc is a manufacturer of air-conditioning and heating equipment. The products include rooftop units, chillers, packaged outdoor mechanical rooms, air-handling units, makeup air units, energy-recovery units, condensing units, geothermal heat pumps, and self-contained units and coils. AAON's products serve the commercial and industrial new construction and replacement markets, primarily in North America.
Employees: 3,666
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
135% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 34
67% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 5 (+2) [Q4]
55% more call options, than puts
Call options by funds: $5.04M | Put options by funds: $3.24M
10% more funds holding
Funds holding: 376 [Q3] → 413 (+37) [Q4]
4% more capital invested
Capital invested by funds: $6.58B [Q3] → $6.82B (+$236M) [Q4]
3.66% less ownership
Funds ownership: 74.09% [Q3] → 70.43% (-3.66%) [Q4]
12% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 155
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$110
35%
upside
Avg. target
$117
43%
upside
High target
$125
53%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
CJS Securities Christopher Moore 100% 1-year accuracy 1 / 1 met price target | 35%upside $110 | Market Outperform Upgraded | 28 Feb 2025 |
DA Davidson Brent Thielman 41% 1-year accuracy 16 / 39 met price target | 53%upside $125 | Buy Maintained | 28 Feb 2025 |
Baird Timothy Wojs 28% 1-year accuracy 13 / 46 met price target | 42%upside $116 | Outperform Maintained | 28 Feb 2025 |
Financial journalist opinion
Based on 10 articles about AAON published over the past 30 days
Positive
MarketBeat
2 days ago
AAON Doubles Down: Dividend Raise & Share Buyback Plan
AAON, Inc. NASDAQ: AAON, a Tulsa-based HVAC manufacturer, recently announced a 25% increase in its quarterly dividend and a new $30 million share repurchase program. These strategic financial decisions come at a time of market uncertainty and appear designed to enhance shareholder value.
Neutral
PRNewsWire
1 week ago
AAON Increases Quarterly Cash Dividend
TULSA, Okla. , March 5, 2025 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), today announced that its Board of Directors has declared the Company's next regular quarterly cash dividend of $0.10 per share (or $0.40 annually), an increase of 25%.
Neutral
PRNewsWire
1 week ago
$30 Million Share Repurchase Authorization
TULSA, Okla. , March 4, 2025 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), today announced that its Board of Directors has approved $30.0 million of share repurchases pursuant to the previously disclosed $100 million share repurchase program.
Negative
Zacks Investment Research
1 week ago
New Strong Sell Stocks for March 4th
Teaser: AMRC, DH and AAON have been added to the Zacks Rank #5 (Strong Sell) List on March 4, 2025.
Negative
Seeking Alpha
1 week ago
AAON: Don't Get Sucked In After A 22% Dip
AAON Inc.'s shares fell 23% due to poor earnings, with 2024 marked by challenges and a richly priced valuation that underestimates risks. Sales fell 2.9% in FY 2024, primarily due to a refrigerant transition in the Oklahoma segment, severely impacting margins and profitability. Despite a strong balance sheet, AAON's high capex and potential prolonged refrigerant transition pose significant risks, making the stock overvalued at 27.1x forward earnings.
Neutral
Seeking Alpha
1 week ago
AAON, Inc. (AAON) Q4 2024 Earnings Call Transcript
AAON, Inc. (NASDAQ:AAON ) Q4 2024 Earnings Conference Call February 27, 2024 9:00 AM ET Company Participants Gary Fields - CEO Matt Tobolski - President and COO Rebecca Thompson - CFO Joseph Mondillo - Director, IR Conference Call Participants Ryan Merkel - William Blair Chris Moore - CJS Securities Brent Thielman - D.A. Davidson Alex Hantman - Sidoti & Company Timothy Wojs - Baird Operator Good afternoon, ladies and gentlemen, and welcome to the AAON, Inc. Fourth Quarter 2024 Earnings Conference Call.
Negative
Zacks Investment Research
1 week ago
Aaon (AAON) Q4 Earnings and Revenues Miss Estimates
Aaon (AAON) came out with quarterly earnings of $0.30 per share, missing the Zacks Consensus Estimate of $0.54 per share. This compares to earnings of $0.56 per share a year ago.
Neutral
PRNewsWire
1 week ago
AAON Reports Fourth Quarter and Full Year 2024 Results
TULSA, Okla. , Feb. 27, 2025 /PRNewswire/ -- AAON, INC.
Neutral
PRNewsWire
2 weeks ago
AAON Appoints Matt J. Tobolski as New Chief Executive Officer
Matt J. Tobolski to succeed Gary D. Fields; Fields to become special advisor to the Board.
Neutral
PRNewsWire
3 weeks ago
AAON Announces Fourth Quarter 2024 Conference Call And Webcast
TULSA, Okla. , Feb. 13, 2025 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), a leader in high-performing, energy-efficient HVAC solutions that brings long-term value to customers and owners, announces that it has scheduled its quarterly conference call and webcast for Thursday, February 27, 2025, at 9:00 a.m.
Charts implemented using Lightweight Charts™