Aaon
AAON
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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
67% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 5 (+2) [Q2]
29% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 51
11% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 133
3.22% more ownership
Funds ownership: 74.5% [Q1] → 77.73% (+3.22%) [Q2]
2% more funds holding
Funds holding: 379 [Q1] → 387 (+8) [Q2]
2% less capital invested
Capital invested by funds: $4.75B [Q1] → $4.66B (-$86.5M) [Q2]
27% less call options, than puts
Call options by funds: $13M | Put options by funds: $17.9M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
|
DA Davidson
Brent Thielman
|
$105
|
Buy
Maintained
|
12 Aug 2025 |
|
Baird
Timothy Wojs
|
$98
|
Buy
Maintained
|
12 Aug 2025 |
|
Sidoti & Co.
Julio Romero
|
$95
|
Buy
Upgraded
|
16 Jun 2025 |
Financial journalist opinion
Based on 3 articles about AAON published over the past 30 days
