A. O. Smith Corporation $AOS Shares Acquired by AlphaQuest LLC

AlphaQuest LLC lifted its holdings in shares of A. O. Smith Corporation (NYSE:AOS) by 27.1% in the third quarter, HoldingsChannel reports. The firm owned 49,045 shares of the industrial products company’s stock after acquiring an additional 10,462 shares during the period. AlphaQuest LLC’s holdings in A. O. Smith were worth $3,600,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. WealthPLAN Partners LLC grew its holdings in A. O. Smith by 1.3% during the 3rd quarter. WealthPLAN Partners LLC now owns 12,080 shares of the industrial products company’s stock valued at $887,000 after buying an additional 158 shares during the last quarter. True Wealth Design LLC raised its holdings in shares of A. O. Smith by 37.8% in the third quarter. True Wealth Design LLC now owns 613 shares of the industrial products company’s stock worth $45,000 after acquiring an additional 168 shares during the last quarter. Legacy Capital Wealth Partners LLC lifted its position in shares of A. O. Smith by 4.5% in the second quarter. Legacy Capital Wealth Partners LLC now owns 3,972 shares of the industrial products company’s stock valued at $260,000 after acquiring an additional 171 shares in the last quarter. Financial Advocates Investment Management boosted its stake in shares of A. O. Smith by 2.5% during the second quarter. Financial Advocates Investment Management now owns 7,040 shares of the industrial products company’s stock valued at $462,000 after acquiring an additional 175 shares during the last quarter. Finally, HBK Sorce Advisory LLC increased its position in A. O. Smith by 2.3% during the 3rd quarter. HBK Sorce Advisory LLC now owns 8,077 shares of the industrial products company’s stock worth $574,000 after purchasing an additional 184 shares in the last quarter. 76.10% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

AOS has been the topic of a number of recent research reports. Citigroup reduced their target price on shares of A. O. Smith from $77.00 to $72.00 and set a “neutral” rating on the stock in a report on Wednesday, October 29th. Wall Street Zen raised shares of A. O. Smith from a “hold” rating to a “buy” rating in a research note on Saturday, October 18th. Weiss Ratings restated a “hold (c)” rating on shares of A. O. Smith in a research report on Wednesday, December 24th. Stifel Nicolaus set a $80.00 price target on A. O. Smith and gave the company a “buy” rating in a report on Wednesday, October 29th. Finally, Jefferies Financial Group set a $75.00 price target on A. O. Smith and gave the stock a “hold” rating in a research note on Friday, January 9th. Two equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $76.50.

A. O. Smith Stock Performance

Shares of AOS stock opened at $73.12 on Friday. A. O. Smith Corporation has a one year low of $58.83 and a one year high of $77.31. The company has a debt-to-equity ratio of 0.09, a quick ratio of 0.95 and a current ratio of 1.54. The company has a 50 day moving average price of $68.66 and a 200 day moving average price of $69.66. The firm has a market capitalization of $10.18 billion, a price-to-earnings ratio of 19.71, a price-to-earnings-growth ratio of 1.41 and a beta of 1.35.

A. O. Smith (NYSE:AOS) last announced its quarterly earnings results on Thursday, January 29th. The industrial products company reported $0.90 earnings per share for the quarter, beating analysts’ consensus estimates of $0.84 by $0.06. A. O. Smith had a net margin of 13.85% and a return on equity of 29.34%. The company had revenue of $912.50 million for the quarter, compared to analyst estimates of $928.97 million. During the same quarter last year, the business earned $0.85 EPS. A. O. Smith’s revenue for the quarter was up .0% on a year-over-year basis. Sell-side analysts anticipate that A. O. Smith Corporation will post 3.76 EPS for the current year.

A. O. Smith Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, February 17th. Investors of record on Friday, January 30th will be issued a $0.36 dividend. The ex-dividend date is Friday, January 30th. This represents a $1.44 dividend on an annualized basis and a yield of 2.0%. A. O. Smith’s dividend payout ratio (DPR) is presently 38.81%.

More A. O. Smith News

Here are the key news stories impacting A. O. Smith this week:

• Positive Sentiment: EPS beat and margin strength — AOS reported Q4 EPS of $0.90 vs. consensus $0.84 and highlighted operating margin improvement that helped drive profitability. A.O. Smith tops Q4 earnings estimates, issues 2026 guidance
• Positive Sentiment: 2025 results and 2026 guidance — Management reported record 2025 diluted EPS of $3.85, strong free cash flow, and introduced 2026 guidance that provides forward visibility. A. O. Smith Reports Record 2025 Diluted Earnings Per Share (EPS) of $3.85 and Introduces 2026 Guidance
• Positive Sentiment: Shareholder returns and M&A — The company returned ~$597M to shareholders in 2025 (dividends + buybacks) and closed the Leonard Valve acquisition in Jan 2026, supporting growth in water-management. A. O. Smith Reports Record 2025 Diluted Earnings Per Share (EPS) of $3.85 and Introduces 2026 Guidance
• Neutral Sentiment: Analyst and call details — Earnings call transcripts and analyst write‑ups provide color on regional performance, cost dynamics and the outlook; investors are parsing the commentary for guidance detail. A O Smith AOS Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Key metrics review — Coverage (Zacks/MarketBeat) highlights ROE and net margin strength alongside the mixed top-line metrics for the quarter. A. O. Smith Earnings Surpass Estimates in Q4, Sales Miss
• Negative Sentiment: Revenue miss and flat sales — Revenue of $912.5M missed estimates (~$929M) and was essentially flat year‑over‑year, which raises questions about demand in parts of the business. AO Smith earnings beat offset by revenue miss as shares hold steady
• Negative Sentiment: Regional headwinds — Pre-report commentary flagged China weakness and some cost pressures that could constrain near‑term revenue growth despite North America strength. A. O. Smith Gears Up to Report Q4 Earnings: What to Expect?

A. O. Smith 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.