AOS icon

A.O. Smith

64.99 USD
-0.31
0.47%
At close Apr 25, 4:00 PM EDT
After hours
64.99
+0.00
0.00%
1 day
-0.47%
5 days
3.78%
1 month
-2.61%
3 months
-9.02%
6 months
-15.45%
Year to date
-3.48%
1 year
-21.53%
5 years
52.81%
10 years
96.70%
 

About: A.O. Smith 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 the 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: 12,700

0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 4 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

257% more call options, than puts

Call options by funds: $55.3M | Put options by funds: $15.5M

1.79% more ownership

Funds ownership: 90.35% [Q3] → 92.14% (+1.79%) [Q4]

3% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 95

2% less funds holding

Funds holding: 643 [Q3] → 629 (-14) [Q4]

12% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 240

23% less capital invested

Capital invested by funds: $9.73B [Q3] → $7.54B (-$2.19B) [Q4]

Research analyst outlook

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

Low target
$65
0%
upside
Avg. target
$75
15%
upside
High target
$84
29%
upside

4 analyst ratings

positive
50%
neutral
50%
negative
0%
Stifel
Nathan Jones
30% 1-year accuracy
21 / 71 met price target
15%upside
$75
Buy
Maintained
16 Apr 2025
Citigroup
Andrew Kaplowitz
24% 1-year accuracy
21 / 86 met price target
0%upside
$65
Neutral
Maintained
14 Apr 2025
UBS
Damian Karas
19% 1-year accuracy
3 / 16 met price target
14%upside
$74
Neutral
Maintained
31 Jan 2025
Oppenheimer
Bryan Blair
30% 1-year accuracy
8 / 27 met price target
29%upside
$84
Outperform
Maintained
31 Jan 2025

Financial journalist opinion

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

Neutral
PRNewsWire
2 days ago
A. O. Smith Announces Kevin Wheeler to Become Executive Chairman, Stephen Shafer Named President and Chief Executive Officer
MILWAUKEE , April 25, 2025 /PRNewswire/ -- The A. O. Smith Corporation (NYSE: AOS) Board of Directors today announced that Kevin Wheeler will transition from chairman and chief executive officer to executive chairman of the corporation, effective July 1, 2025.
A. O. Smith Announces Kevin Wheeler to Become Executive Chairman, Stephen Shafer Named President and Chief Executive Officer
Positive
Zacks Investment Research
4 days ago
A. O. Smith Gears Up to Report Q1 Earnings: What to Expect?
AOS' first-quarter 2025 results are likely to reflect the impact of softness in the water heater industry in the United States and China. Strength in the commercial boilers business is likely to have been a tailwind.
A. O. Smith Gears Up to Report Q1 Earnings: What to Expect?
Negative
Zacks Investment Research
5 days ago
Earnings Preview: A.O. Smith (AOS) Q1 Earnings Expected to Decline
A.O. Smith (AOS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Earnings Preview: A.O. Smith (AOS) Q1 Earnings Expected to Decline
Neutral
PRNewsWire
2 weeks ago
A. O. Smith Reports Quarterly Dividend
MILWAUKEE , April 7, 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
Neutral
The Motley Fool
3 weeks ago
3 Top Dividend Stocks to Buy in April
There's significant turmoil in the industrial sector right now. Companies are navigating a foggy horizon rife with actual and potential tariffs, and the economy is more uncertain than it has been since the height of the coronavirus pandemic.
3 Top Dividend Stocks to Buy in April
Neutral
PRNewsWire
3 weeks ago
A. O. Smith to Hold First Quarter Conference Call on April 29, 2025
MILWAUKEE , April 2, 2025 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS) will release its first quarter 2025 financial results before the market opens on Tuesday, April 29, and has scheduled an investor conference call to follow at 10:00 a.m.
A. O. Smith to Hold First Quarter Conference Call on April 29, 2025
Negative
Zacks Investment Research
1 month ago
Here's Why You Should Avoid Investing in A. O. Smith Stock Now
Softness in the Rest of the World segment, supply-chain constraints and unfavorable foreign-currency movement are weighing on AOS' performance.
Here's Why You Should Avoid Investing in A. O. Smith Stock Now
Neutral
PRNewsWire
1 month ago
Ethisphere Names A. O. Smith Corporation One of the 2025 World's Most Ethical Companies® for the Second Time
Company recognized for its commitment to robust ethics, compliance and governance programs MILWAUKEE , March 11, 2025 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS), a leader in water heating and water treatment, announces today it has been recognized as a 2025 World's Most Ethical Company by Ethisphere, a global leader in defining and advancing the standards of ethical business practices.
Ethisphere Names A. O. Smith Corporation One of the 2025 World's Most Ethical Companies® for the Second Time
Positive
Seeking Alpha
1 month ago
A. O. Smith: Benefiting From The Twin Tailwinds Of Water And Efficiency
A. O. Smith Corp., manufacturer of a broad range of residential and commercial water heaters and boilers, along with water and air purification systems, is now an $8 billion (by market cap) water technology leader. To date, AOS increased its dividend for 31 consecutive years, with a 10-year dividend growth rate of 15.8%. A. O. Smith moved its revenue from $2.5 billion in FY 2015 to $3.8 billion in FY 2024, a compound annual growth rate of 4.8%.
A. O. Smith: Benefiting From The Twin Tailwinds Of Water And Efficiency
Neutral
Seeking Alpha
1 month ago
The Dividend Aristocrats Ranked By Quality Scores: March 2025
S&P Dow Jones Indices added three new members to the S&P 500 Dividend Aristocrats Index, expanding it to 69 companies. I rank Dividend Aristocrats by quality scores, presenting undervalued and overvalued stocks with detailed metrics and fair value estimates. My quality scoring system uses six indicators, each worth 5 points, for a maximum score of 30, categorizing stocks from Exceptional to Inferior.
The Dividend Aristocrats Ranked By Quality Scores: March 2025
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