AaonAAON
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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
138% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 34
67% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 5 (+2) [Q4]
55% more call options, than puts
Call options by funds: $5.04M | Put options by funds: $3.24M
10% more funds holding
Funds holding: 375 [Q3] → 414 (+39) [Q4]
9% more capital invested
Capital invested by funds: $6.24B [Q3] → $6.82B (+$576M) [Q4]
0.17% more ownership
Funds ownership: 70.25% [Q3] → 70.42% (+0.17%) [Q4]
12% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 155
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
CJS Securities Christopher Moore 100% 1-year accuracy 1 / 1 met price target | 21%upside $110 | Market Outperform Upgraded | 28 Feb 2025 |
DA Davidson Brent Thielman 36% 1-year accuracy 13 / 36 met price target | 37%upside $125 | Buy Maintained | 28 Feb 2025 |
Baird Timothy Wojs 32% 1-year accuracy 12 / 37 met price target | 27%upside $116 | Outperform Maintained | 28 Feb 2025 |
Financial journalist opinion
Based on 4 articles about AAON published over the past 30 days
