Landscape Capital Management L.L.C. Acquires Shares of 26,159 A. O. Smith Corporation $AOS

Landscape Capital Management L.L.C. acquired a new stake in shares of A. O. Smith Corporation (NYSE:AOS) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 26,159 shares of the industrial products company’s stock, valued at approximately $1,750,000.

A number of other large investors have also added to or reduced their stakes in AOS. Norges Bank purchased a new position in A. O. Smith during the fourth quarter valued at $97,101,000. Madison Asset Management LLC purchased a new position in shares of A. O. Smith in the fourth quarter worth $80,885,000. American Century Companies Inc. raised its stake in shares of A. O. Smith by 54.2% in the third quarter. American Century Companies Inc. now owns 3,208,831 shares of the industrial products company’s stock worth $235,560,000 after purchasing an additional 1,128,543 shares during the last quarter. Natixis Advisors LLC raised its stake in shares of A. O. Smith by 220.4% in the fourth quarter. Natixis Advisors LLC now owns 1,022,299 shares of the industrial products company’s stock worth $68,371,000 after purchasing an additional 703,186 shares during the last quarter. Finally, Vanguard Group Inc. raised its stake in shares of A. O. Smith by 4.7% in the fourth quarter. Vanguard Group Inc. now owns 15,096,018 shares of the industrial products company’s stock worth $1,009,622,000 after purchasing an additional 683,176 shares during the last quarter. Hedge funds and other institutional investors own 76.10% of the company’s stock.

A. O. Smith Stock Up 1.6%

A. O. Smith stock opened at $60.05 on Tuesday. The stock has a market cap of $8.28 billion, a PE ratio of 15.97, a price-to-earnings-growth ratio of 1.31 and a beta of 1.18. The company has a debt-to-equity ratio of 0.31, a quick ratio of 1.00 and a current ratio of 1.56. A. O. Smith Corporation has a one year low of $54.16 and a one year high of $81.86. The stock has a fifty day moving average of $60.63 and a 200 day moving average of $67.13.

A. O. Smith (NYSE:AOS) last posted its quarterly earnings data on Thursday, April 30th. The industrial products company reported $0.85 EPS for the quarter, missing analysts’ consensus estimates of $0.94 by ($0.09). The firm had revenue of $945.60 million for the quarter, compared to analysts’ expectations of $974.06 million. A. O. Smith had a net margin of 13.84% and a return on equity of 28.42%. The firm’s revenue was down 1.9% compared to the same quarter last year. During the same quarter last year, the company posted $0.95 EPS. A. O. Smith has set its FY 2026 guidance at 3.600-3.900 EPS. As a group, sell-side analysts predict that A. O. Smith Corporation will post 3.77 EPS for the current year.

A. O. Smith Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Thursday, April 30th were given a dividend of $0.36 per share. This represents a $1.44 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date was Thursday, April 30th. A. O. Smith’s dividend payout ratio is 38.30%.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on AOS. DA Davidson set a $67.00 price target on A. O. Smith and gave the stock a “neutral” rating in a research note on Monday, May 4th. Weiss Ratings cut A. O. Smith from a “hold (c)” rating to a “hold (c-)” rating in a research note on Wednesday, May 27th. The Goldman Sachs Group decreased their price target on A. O. Smith from $69.00 to $61.00 and set a “sell” rating for the company in a research note on Monday, April 13th. Robert W. Baird set a $70.00 price target on A. O. Smith in a research note on Friday, May 1st. Finally, Citigroup decreased their price target on A. O. Smith from $74.00 to $65.00 and set a “neutral” rating for the company in a research note on Monday, May 4th. Two investment analysts have rated the stock with a Buy rating, six have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Reduce” and a consensus price target of $69.33.

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.