Zacks Research Lowers Earnings Estimates for A. O. Smith

A. O. Smith Corporation (NYSE:AOS) – Equities research analysts at Zacks Research reduced their Q1 2026 earnings per share (EPS) estimates for shares of A. O. Smith in a report issued on Tuesday, March 31st. Zacks Research analyst Team now forecasts that the industrial products company will earn $0.94 per share for the quarter, down from their prior forecast of $0.95. The consensus estimate for A. O. Smith’s current full-year earnings is $3.76 per share. Zacks Research also issued estimates for A. O. Smith’s Q4 2026 earnings at $0.97 EPS, Q1 2027 earnings at $1.04 EPS, Q2 2027 earnings at $1.20 EPS, FY2027 earnings at $4.37 EPS and FY2028 earnings at $4.87 EPS.

A. O. Smith (NYSE:AOS) last posted its quarterly earnings data on Thursday, January 29th. The industrial products company reported $0.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.84 by $0.06. The company had revenue of $912.50 million for the quarter, compared to analyst estimates of $928.97 million. A. O. Smith had a net margin of 14.26% and a return on equity of 29.51%. The business’s quarterly revenue was up .0% on a year-over-year basis. During the same quarter last year, the firm posted $0.85 earnings per share.

Other equities analysts have also recently issued reports about the stock. Weiss Ratings reissued a “hold (c)” rating on shares of A. O. Smith in a research report on Wednesday, December 24th. Jefferies Financial Group set a $75.00 target price on A. O. Smith and gave the stock a “hold” rating in a research report on Friday, January 9th. Robert W. Baird set a $77.00 price target on A. O. Smith in a research note on Friday, January 30th. Stifel Nicolaus set a $85.00 price target on A. O. Smith and gave the company a “buy” rating in a report on Friday, January 30th. Finally, The Goldman Sachs Group set a $69.00 price objective on A. O. Smith and gave the company a “sell” rating in a research note on Thursday, February 12th. Two analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $77.00.

A. O. Smith Price Performance

AOS opened at $64.35 on Wednesday. A. O. Smith has a twelve month low of $58.83 and a twelve month high of $81.86. The firm has a market cap of $8.90 billion, a price-to-earnings ratio of 16.67, a PEG ratio of 1.35 and a beta of 1.35. The company has a current ratio of 1.50, a quick ratio of 0.94 and a debt-to-equity ratio of 0.06. The company has a fifty day simple moving average of $72.39 and a 200 day simple moving average of $69.98.

Institutional Trading of A. O. Smith

Several hedge funds and other institutional investors have recently bought and sold shares of AOS. Rothschild Investment LLC lifted its holdings in A. O. Smith by 3,125.0% during the 3rd quarter. Rothschild Investment LLC now owns 387 shares of the industrial products company’s stock worth $28,000 after buying an additional 375 shares during the last quarter. Creative Financial Designs Inc. ADV increased its holdings in shares of A. O. Smith by 3,481.8% in the 4th quarter. Creative Financial Designs Inc. ADV now owns 394 shares of the industrial products company’s stock valued at $26,000 after acquiring an additional 383 shares during the last quarter. Root Financial Partners LLC acquired a new stake in shares of A. O. Smith during the 3rd quarter valued at approximately $33,000. Loomis Sayles & Co. L P acquired a new stake in shares of A. O. Smith during the 2nd quarter valued at approximately $30,000. Finally, Torren Management LLC bought a new position in A. O. Smith during the fourth quarter worth $31,000. 76.10% of the stock is owned by institutional investors.

Insider Buying and Selling at A. O. Smith

In other news, SVP Darrell W. Schuh sold 1,104 shares of the company’s stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $74.39, for a total value of $82,126.56. Following the sale, the senior vice president owned 2,201 shares in the company, valued at approximately $163,732.39. This represents a 33.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.50% of the company’s stock.

A. O. Smith Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, February 17th. Stockholders of record on Friday, January 30th were given a $0.36 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $1.44 annualized dividend and a dividend yield of 2.2%. A. O. Smith’s payout ratio is presently 37.31%.

A. O. Smith Company Profile

A. O. Smith Corporation, based in Milwaukee, Wisconsin, is a leading manufacturer of water heating and water treatment products for residential and commercial applications. Since its founding in 1874, the company has built a reputation for producing reliable, energy-efficient water heaters, boilers and pressure vessels. Its product portfolio encompasses gas, electric, condensing and tankless water heaters, as well as specialty boilers designed to meet a variety of building and industrial needs.

The company operates through two primary segments: North America and Asia.