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 7,390 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
138% more first-time investments, than exits
New positions opened: 81 | 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] → 414 (+38) [Q4]
3% more capital invested
Capital invested by funds: $6.59B [Q3] → $6.82B (+$223M) [Q4]
3.8% less ownership
Funds ownership: 74.23% [Q3] → 70.43% (-3.8%) [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
41%
upside
Avg. target
$117
50%
upside
High target
$125
60%
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 | 41%upside $110 | Market Outperform Upgraded | 28 Feb 2025 |
DA Davidson Brent Thielman 33% 1-year accuracy 12 / 36 met price target | 60%upside $125 | Buy Maintained | 28 Feb 2025 |
Baird Timothy Wojs 36% 1-year accuracy 16 / 45 met price target | 49%upside $116 | Outperform Maintained | 28 Feb 2025 |
Financial journalist opinion
Based on 5 articles about AAON published over the past 30 days
Neutral
PRNewsWire
1 week ago
AAON Presenting at Sidoti Spring 2025 Small-Cap Conference
TULSA, Okla. , March 17, 2025 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) today announced that Gary Fields, CEO, Rebecca Thompson, CFO and Treasurer, Matt Tobolski, President and COO, and Joseph Mondillo, Director of Investor Relations and Corporate Strategy will present at the Sidoti Spring 2025 Small-Cap Conference on March 20, 2025.
Positive
MarketBeat
2 weeks 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
3 weeks 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
3 weeks 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
3 weeks 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 month 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 month 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 month 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 month ago
AAON Reports Fourth Quarter and Full Year 2024 Results
TULSA, Okla. , Feb. 27, 2025 /PRNewswire/ -- AAON, INC.
Neutral
PRNewsWire
1 month 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.
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