A.O. Smith
AOS
Market cap $10.5B

72.69 USD

+0.88

1.23%

At close Jan 21, 4:00 PM EST

After hours

72.77

+0.08

0.11%

1 day

1.23%

5 days

4.71%

1 month

6.02%

3 months

-7.52%

6 months

-18.15%

Year to date

7.96%

1 year

-11.48%

5 years

54.59%

10 years

166.17%

About: A.O. Smith Corporation manufactures a broad lineup of water heaters, boilers, and water treatment products. The company has two reporting segments, North America (75% of sales) and rest of world (25% of sales). A.O. Smith is the leading manufacturer of water heaters in North America for both residential and commercial markets, with approximately 37% and 54% market share, respectively. Residential water heaters account for Most of North American sales and are distributed equally through wholesale and retail channels. Most of A.O. Smith's international revenue is from China, a market the company entered during the mid-1990s.

Employees: 12,000

Consumer Discretionary Household Appliances

0

Funds holding %

of 6,823 funds

0

Analysts bullish %

of 6 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

213% more call options, than puts

Call options by funds: $84.5M | Put options by funds: $26.9M

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

6% more capital invested

Capital invested by funds: $9.28B [Q2] → $9.81B (+$526M) [Q3]

2% more funds holding

Funds holding: 632 [Q2] → 642 (+10) [Q3]

2.89% less ownership

Funds ownership: 93.96% [Q2] → 91.07% (-2.89%) [Q3]

23% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 268

100% less funds holding in top 10

Funds holding in top 10: 1 [Q2] → 0 (-1) [Q3]

See Fund Rankings

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$73

0%

upside

Avg. target

$82

13%

upside

High target

$90

24%

upside

6 analyst ratings

2 positive

33%

4 neutral

67%

0 negative

0%

Oppenheimer Bryan Blair 61% 1-year accuracy 25 / 41 met price target	21%upside $88	Outperform Upgraded	14 Jan 2025
Citigroup Andrew Kaplowitz 69% 1-year accuracy 55 / 80 met price target	0%upside $73	Neutral Maintained	13 Jan 2025
Stifel Nathan Jones 65% 1-year accuracy 44 / 68 met price target	24%upside $90	Buy Maintained	11 Dec 2024
Baird Michael Halloran 52% 1-year accuracy 15 / 29 met price target	11%upside $81	Neutral Maintained	23 Oct 2024
UBS Damian Karas 69% 1-year accuracy 9 / 13 met price target	10%upside $80	Neutral Upgraded	23 Oct 2024

See Analyst Rankings

Financial journalist opinion

Based on 6 articles about AOS published over the past 30 days

A. O. Smith Reports Quarterly Dividend

MILWAUKEE , Jan. 16, 2025 /PRNewswire/ -- Directors of A. O. Smith Corporation (NYSE: AOS) today declared a regular quarterly cash dividend of $.34 per share on the company's Common Stock and Class A Common Stock.

A. O. Smith Reports Quarterly Dividend

9 Dividend Aristocrat Bargains To Buy With The Market Near Record Highs

These 9 Dividend Aristocrat PEGY bargains offer a 3.1% yield and are trading at a 51% discount to historical PEGY ratios. Analysts project a 55% 12-month upside potential and a 15% CAGR over the next five years, compared to 0% and 9% CAGR for the S&P, respectively. The PEGY ratio, which combines EV/FCF, yield, and growth, identifies undervalued stocks. These stocks offer 12% to 15% CAGR returns and have historically outperformed the S&P 500 with less.

9 Dividend Aristocrat Bargains To Buy With The Market Near Record Highs

The Motley Fool

Is A.O. Smith Stock a Buy?

Explore the exciting world of A.O. Smith (AOS 0.56%) with our expert analysts in this Motley Fool Scoreboard episode.

Is A.O. Smith Stock a Buy?

Zacks Investment Research

A. O. Smith Exhibits Strong Prospects Despite Persisting Headwinds

AOS benefits from accretive acquisitions. However, increasing costs remain a concern.

A. O. Smith Exhibits Strong Prospects Despite Persisting Headwinds

A. O. Smith to Hold Fourth Quarter Conference Call on January 30, 2025

MILWAUKEE , Jan. 3, 2025 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS) will release its fourth quarter 2024 financial results before the market opens on Thursday, January 30, and has scheduled an investor conference call to follow at 10:00 a.m.

A. O. Smith to Hold Fourth Quarter Conference Call on January 30, 2025

A. O. Smith: It's Worth Looking Past The Bad News

AOS's quarterly results were not good and both revenue and EPS were worse compared to Q3-2023. However, AOS's investment thesis remains fundamentally intact, given its solid business model, strong financials and healthy balance sheet. The company has a lot to offer for dividend growth investors and scores good to excellent on the Seeking Alpha Quant dividend metrics.

A. O. Smith: It's Worth Looking Past The Bad News

Top 3 Industrials Stocks Which Could Rescue Your Portfolio For December

The most oversold stocks in the industrials sector presents an opportunity to buy into undervalued companies.

Top 3 Industrials Stocks Which Could Rescue Your Portfolio For December

A.O. Smith: Investors Should Wait For Demand To Return And A Better Entry Point

A.O. Smith has a market cap of more than $10 billion and an annual CAGR of more than 18% since 2010. The Company is a Dividend Aristocrat and Champion, but the dividend growth has slowed in recent years. My current valuation suggests AOS is trading for a slightly premium, and thus, investors may need to wait for decent pullback before adding to or initiating a position.

A.O. Smith: Investors Should Wait For Demand To Return And A Better Entry Point

Water Heater Global Markets Research 2024-2029, Competitive Profiles of Major Players - A.O. Smith, Rheem Manufacturing, and Rinnai

The report also examines key trends and challenges affecting the market and the companies operating within it. It analyzes environmental, social and corporate governance (ESG) developments, patents and emerging technologies in the water heater market. It also surveys the competition among major players and provides profiles of the market's leading companies. The report also examines key trends and challenges affecting the market and the companies operating within it. It analyzes environmental, social and corporate governance (ESG) developments, patents and emerging technologies in the water heater market. It also surveys the competition among major players and provides profiles of the market's leading companies.

Water Heater Global Markets Research 2024-2029, Competitive Profiles of Major Players - A.O. Smith, Rheem Manufacturing, and Rinnai

Zacks Investment Research

Here's Why You Should Avoid Investing in A. O. Smith Right Now

AOS experiences weakness in its operations due to softness in the Rest of the World segment. Rising expenses are added concerns.

Here's Why You Should Avoid Investing in A. O. Smith Right Now

See News Rankings

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