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 6,823 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
200% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 3 (+2) [Q3]
50% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 42
19% more capital invested
Capital invested by funds: $5.54B [Q2] → $6.58B (+$1.04B) [Q3]
11% more call options, than puts
Call options by funds: $4.18M | Put options by funds: $3.77M
5% more funds holding
Funds holding: 358 [Q2] → 375 (+17) [Q3]
7% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 135
3.2% less ownership
Funds ownership: 77.3% [Q2] → 74.09% (-3.2%) [Q3]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$111
16%
downside
Avg. target
$133
1%
upside
High target
$150
14%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
DA Davidson Brent Thielman 82% 1-year accuracy 37 / 45 met price target | 14%upside $150 | Buy Maintained | 8 Nov 2024 |
Baird Timothy Wojs 49% 1-year accuracy 22 / 45 met price target | 4%upside $138 | Outperform Maintained | 8 Nov 2024 |
Sidoti & Co. Julio Romero 100% 1-year accuracy 1 / 1 met price target | 16%downside $111 | Neutral Downgraded | 22 Oct 2024 |
Financial journalist opinion
Positive
Zacks Investment Research
1 month ago
3 Air Conditioner & Heating Stocks From a Thriving Industry
The Zacks Building Products - Air Conditioner & Heating industry stocks like FIX, AAON and AZEK are likely to benefit from pro-environmental moves and technological development.
Positive
Seeking Alpha
1 month ago
AAON: Data Centre Tailwinds With High Cash Production
AAON's recent growth is driven by AI-led demand in data centres, significantly boosting operating margins and free cash flow. The company's capital efficiency, with high returns on invested capital and low reinvestment needs, results in substantial cash generation. The risk reward/calculus remains skewed in our favour checked against growth and business returns.
Neutral
PRNewsWire
1 month ago
AAON Announces Executive Leadership Alignment Centered Around Leading Business Units
TULSA, Okla. , Nov. 22, 2024 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), is pleased to announce new alignment in its executive leadership structure as future opportunities emerge with the Company's leading market brands, AAON and BASX.
Neutral
PRNewsWire
2 months ago
AAON To Present At UBS Global Industrials & Transportation Conference On December 4, 2024
TULSA, Okla. , Nov. 21, 2024 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), a leader in high-performance and energy-efficient HVAC solutions, announced today that Gary Fields, CEO, Matt Tobolski, President and COO, and Rebecca Thompson, CFO and Treasurer will participate in the UBS Global Industrials & Transportation Conference in West Palm Beach, FL, on Wednesday, December 4, 2024.
Neutral
PRNewsWire
2 months ago
AAON Leverages Strategic Partnerships to Tackle DOE Challenge with Confidence
TULSA, Okla. , Nov. 15, 2024 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), a leader in high-performance and energy-efficient HVAC solutions, is reaffirming its commitment to the U.S. Department of Energy's (DOE) Better Buildings Commercial Building Heat Pump Technology Challenge.
Neutral
PRNewsWire
2 months ago
AAON Announces Expansion Plans to Increase Production Capacity With New Facility In Memphis, Tennessee
TULSA, Okla. , Nov. 14, 2024 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) (including its affiliates, "AAON" or the "Company"), a leader in high-performing, energy-efficient HVAC solutions that bring long-term value to customers and owners, is pleased to announce the expansion of the Company's production capacity with the purchase of a new 787,000 square foot facility in Memphis, Tennessee.
Neutral
PRNewsWire
2 months ago
AAON Announces Quarterly Cash Dividend
TULSA, Okla. , Nov. 13, 2024 /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 $0.08 per share (or $0.32 annually), payable on December 19, 2024 to stockholders of record as of the close of business on November 29, 2024.
Neutral
Seeking Alpha
2 months ago
AAON, Inc. (AAON) Q3 2024 Earnings Call Transcript
Start Time: 17:15 January 1, 0000 6:02 PM ET AAON, Inc. (NASDAQ:AAON ) Q3 2024 Earnings Call November 07, 2024, 17:15 PM ET Company Participants Gary Fields - CEO Matt Tobolski - President and COO Rebecca Thompson - CFO and Treasurer. Joseph Mondillo - Director, IR Conference Call Participants Ryan Merkel - William Blair Chris Moore - CJS Securities Brent Thielman - D.A.
Positive
Zacks Investment Research
2 months ago
Aaon (AAON) Beats Q3 Earnings and Revenue Estimates
Aaon (AAON) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.64 per share a year ago.
Neutral
PRNewsWire
2 months ago
AAON REPORTS RECORD SALES & EARNINGS FOR THE THIRD QUARTER OF 2024
TULSA, Okla. , Nov. 7, 2024 /PRNewswire/ -- AAON, INC.
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