76.83 USD
-3.16
3.95%
At close Jul 11, 4:00 PM EDT
After hours
77.00
+0.17
0.22%
1 day
-3.95%
5 days
2.49%
1 month
1.29%
3 months
-8.71%
6 months
-37.74%
Year to date
-34.86%
1 year
-13.26%
5 years
111.59%
10 years
397.28%
 

About: AAON Inc is a manufacturer of air-conditioning and heating equipment. The products include rooftop units, chillers, packaged outdoor mechanical rooms, air-handling units, makeup air units, energy-recovery units, condensing units, geothermal heat pumps, and self-contained units and coils. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BASX. It generates the majority of its revenue from the AAON Oklahoma segment which engineers, manufactures, and sells, semi-custom, and custom HVAC systems, designs and manufactures control solutions, and sells retail parts to customers through retail part stores and online.

Employees: 4,812

0
Funds holding %
of 7,312 funds
Analysts bullish %

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

3.19% more ownership

Funds ownership: 71.24% [Q4 2024] → 74.43% (+3.19%) [Q1 2025]

10% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 123

10% less funds holding

Funds holding: 414 [Q4 2024] → 372 (-42) [Q1 2025]

30% less capital invested

Capital invested by funds: $6.82B [Q4 2024] → $4.75B (-$2.07B) [Q1 2025]

37% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 101

40% less funds holding in top 10

Funds holding in top 10: 5 [Q4 2024] → 3 (-2) [Q1 2025]

55% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $4.93M

Research analyst outlook

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

Low target
$95
24%
upside
Avg. target
$95
24%
upside
High target
$95
24%
upside

1 analyst rating

positive
100%
neutral
0%
negative
0%
Sidoti & Co.
Julio Romero
24%upside
$95
Buy
Upgraded
16 Jun 2025

Financial journalist opinion

Neutral
PRNewsWire
1 week ago
BASX Powers Advanced Cooling Innovation for Applied Digital's Purpose-Built AI Data Center Campus
At Applied Digital's Ellendale, North Dakota campus, BASX is deploying bespoke free cooling chillers — optimized for cold-climate operation, reducing power demand, and requiring zero water consumption REDMOND, Ore. , June 30, 2025 /PRNewswire/ -- BASX, a leader in advanced cooling and custom solutions for data centers and mission-critical environments, and a wholly owned subsidiary of AAON, Inc. (Nasdaq: AAON), a leading provider of high-performance, energy-efficient HVAC solutions, today announced a partnership with Applied Digital Corporation (Nasdaq: APLD) ("Applied Digital").
BASX Powers Advanced Cooling Innovation for Applied Digital's Purpose-Built AI Data Center Campus
Neutral
PRNewsWire
1 month ago
AAON Increases Board Size, Appoints CEO Matt Tobolski as Director, and Announces Quarterly Cash Dividend
TULSA, Okla. , May 16, 2025 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), a leading provider of high-performance, energy-efficient HVAC solutions, today announced today that its Board of Directors has increased the size of the Board from eight to nine members and appointed Matt J.
AAON Increases Board Size, Appoints CEO Matt Tobolski as Director, and Announces Quarterly Cash Dividend
Neutral
Seeking Alpha
1 month ago
AAON, Inc.: Strong Data Center Demand Masking Some Concerns
AAON, Inc. has experienced a significant recent stock run due to strong Q1 results, driven by surging data center demand. However, that demand is masking some other concerns such as falling margins, insider selling, and quite stretched valuations in the stock. An analysis around AAON, Inc. stock follows in the paragraphs below.
AAON, Inc.: Strong Data Center Demand Masking Some Concerns
Positive
Seeking Alpha
2 months ago
AAON: The AI Gold Rush Drives Revenue Growth
AAON's HVAC equipment for data centers grew revenues by 375% YoY during Q1, with backlog increasing by 122%. AAON keeps expanding its manufacturing facilities to meet the demand for its products. Capital expenditures are expected to be around $220M in 2025, mainly allocated towards the new Memphis facility.
AAON: The AI Gold Rush Drives Revenue Growth
Neutral
Seeking Alpha
2 months ago
AAON, Inc. (AAON) Q1 2025 Earnings Call Transcript
AAON, Inc. (NASDAQ:AAON ) Q1 2025 Earnings Conference Call May 1, 2025 9:00 AM ET Company Participants Joe Mondillo - Director, Investor Relations Gary Fields - Chief Executive Officer Rebecca Thompson - Chief Financial Officer & Treasurer Matt Tobolski - President & Chief Operating Officer Conference Call Participants Julio Romero - Sidoti Ryan Merkel - William Blair Chris Moore - CJS Securities Brent Thielman - Davidson Tim Wojs - Baird Operator Good morning, ladies and gentlemen, and welcome to the AAON, Incorporated's First Quarter 2025 Earnings Release Conference Call. At this time, all lines are in listen-only mode.
AAON, Inc. (AAON) Q1 2025 Earnings Call Transcript
Neutral
PRNewsWire
2 months ago
AAON Reports Sales & Earnings for the First Quarter of 2025
TULSA, Okla. , April 30, 2025 /PRNewswire/ -- AAON, INC.
AAON Reports Sales & Earnings for the First Quarter of 2025
Negative
Zacks Investment Research
2 months ago
Earnings Preview: Aaon (AAON) Q1 Earnings Expected to Decline
Aaon (AAON) 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: Aaon (AAON) Q1 Earnings Expected to Decline
Neutral
PRNewsWire
2 months ago
AAON Pushes Boundaries with Next-Generation Alpha Class Heat Pump Technology, Powered by Copeland Innovation
TULSA, Okla. , April 24, 2025 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), a leader in high-performance and energy-efficient HVAC solutions, announces significant advancements to its groundbreaking Alpha Class line of commercial air-source heat pumps, introducing three distinct performance tiers that redefine industry capabilities.
AAON Pushes Boundaries with Next-Generation Alpha Class Heat Pump Technology, Powered by Copeland Innovation
Neutral
PRNewsWire
2 months ago
AAON Announces First Quarter 2025 Conference Call And Webcast
TULSA, Okla. , April 22, 2025 /PRNewswire/ -- AAON, Inc. (NASDAQ:  AAON) ("AAON" or the "Company"), a leader in high-performing, energy-efficient HVAC solutions that brings long-term value to customers and owners, announces that it has scheduled its quarterly conference call and webcast for Thursday, May 1, 2025, at 9:00 a.m.
AAON Announces First Quarter 2025 Conference Call And Webcast
Neutral
PRNewsWire
2 months ago
AAON To Host Investor Day Event on June 10, 2025
TULSA, Okla. , April 22, 2025 /PRNewswire/ -- AAON, Inc. (NASDAQ:  AAON) ("AAON" or the "Company"), a leading producer of premium HVAC solutions, today announces that it will host an Investor Day Event on June 10 th in New York, NY at NASDAQ MarketSite located at 151 West 43rd Street.
AAON To Host Investor Day Event on June 10, 2025
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