A.O. Smith
AOS
Market cap $9.07B

63.81 USD

-0.44

0.68%

At close Jun 13, 4:00 PM EDT

After hours

63.81

+0.00

0.00%

1 day

-0.68%

5 days

-0.87%

1 month

-9.00%

3 months

-2.51%

6 months

-11.97%

Year to date

-5.23%

1 year

-23.74%

5 years

33.91%

10 years

75.35%

About: A.O. Smith manufactures a broad lineup of water heaters, boilers, and water treatment products. The company has two reporting segments: North America (75% of sales) and rest of world (25% of sales). A.O. Smith is the leading manufacturer of water heaters in North America for the residential and commercial markets, with approximately 37% and 54% market share, respectively. Residential water heaters account for most of North American sales and are distributed equally through wholesale and retail channels. Most of A.O. Smith's international revenue is from China, a market the company entered during the mid-1990s.

Employees: 12,700

Industrials Specialty Industrial Machinery

0

Funds holding %

of 7,296 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

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

26% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 88

2% more funds holding

Funds holding: 632 [Q4 2024] → 642 (+10) [Q1 2025]

0.89% more ownership

Funds ownership: 92.17% [Q4 2024] → 93.06% (+0.89%) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]

4% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 235

5% less capital invested

Capital invested by funds: $7.54B [Q4 2024] → $7.15B (-$387M) [Q1 2025]

15% less call options, than puts

Call options by funds: $36M | Put options by funds: $42.4M

See Fund Rankings

Research analyst outlook

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

Low target

$65

2%

upside

Avg. target

$73

14%

upside

High target

$78

22%

upside

3 analyst ratings

1 positive

33%

2 neutral

67%

0 negative

0%

Stifel Nathan Jones	22%upside $78	Buy Maintained	30 Apr 2025
Baird Michael Halloran	19%upside $76	Neutral Maintained	30 Apr 2025
Citigroup Andrew Kaplowitz	2%upside $65	Neutral Maintained	14 Apr 2025

See Analyst Rankings

Financial journalist opinion

Based on 4 articles about AOS published over the past 30 days

A. O. Smith Ranked Among America's Climate Leaders

Recognized by USA Today and Statista for carbon footprint reduction MILWAUKEE , June 11, 2025 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS), a leader in water heating and water treatment, has made the USA Today America's Climate Leaders list for the second time.

A. O. Smith Ranked Among America's Climate Leaders

Zacks Investment Research

Why Is A.O. Smith (AOS) Down 5.4% Since Last Earnings Report?

A.O. Smith (AOS) reported earnings 30 days ago. What's next for the stock?

Why Is A.O. Smith (AOS) Down 5.4% Since Last Earnings Report?

24/7 Wall Street

10 Dividend Stocks With Yields Increasing Today

Dividend yields are rising on these 10 stocks. Dividend yields tend to on one of two occasions: the company is raising the dividend payout or the share price is sinking.

10 Dividend Stocks With Yields Increasing Today

Best Dividend Aristocrats For June 2025

Dividend Aristocrats have slightly outperformed the S&P 500 year-to-date, despite underperforming in April and May. Dividend growth remains robust, with 41 of 69 Aristocrats announcing increases in 2025 and the average growth rate at 4.75%. 22 Aristocrats appear both undervalued and offer a projected long-term annualized return of at least 10%, based on dividend yield theory and earnings growth.

Best Dividend Aristocrats For June 2025

Zacks Investment Research

Here's Why It is Appropriate to Retain A. O. Smith Stock Now

AOS benefits from accretive acquisitions and investments in R&D. However, softness across its segments remains a concern.

Here's Why It is Appropriate to Retain A. O. Smith Stock Now

Best Dividend Aristocrats For May 2025

Despite a strong start, the Dividend Aristocrats are underperforming the S&P 500 in April, with NOBL down 4.88% and SPY down 1.53%. The best-performing Dividend Aristocrats YTD include Consolidated Edison (+25.65%), Cardinal Health (+17.82%), and Coca-Cola (+16.18%). 33 out of 69 Dividend Aristocrats have announced dividend increases in 2025, with an average growth rate of 4.33%.

Best Dividend Aristocrats For May 2025

A. O. Smith Corporation (AOS) Q1 2025 Earnings Call Transcript

A. O. Smith Corporation. (NYSE:AOS ) Q1 2025 Earnings Conference Call April 29, 2025 10:00 AM ET Company Participants Helen Gurholt - VP, IR and Financial Planning & Analysis Kevin Wheeler - Chairman & CEO Stephen Shafer - President and Chief Operating Officer Charles Lauber - CFO Conference Call Participants Jeff Hammond - Keybanc Capital Markets Mike Halloran - Baird Saree Boroditsky - Jefferies Bryan Blair - Oppenheimer Scott Graham - Seaport Research Partners Andrew Kaplowitz - Citi David MacGregor - Longbow Research Damian Karas - UBS Operator Thank you for standing by.

A. O. Smith Corporation (AOS) Q1 2025 Earnings Call Transcript

Zacks Investment Research

A. O. Smith Q1 Earnings Beat Estimates, Sales Decline Y/Y

AOS' Q1 sales decline 1.5% due to lower water heater volumes and decreased sales in China.

A. O. Smith Q1 Earnings Beat Estimates, Sales Decline Y/Y

Zacks Investment Research

A.O. Smith (AOS) Reports Q1 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for A.O. Smith (AOS) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

A.O. Smith (AOS) Reports Q1 Earnings: What Key Metrics Have to Say

Zacks Investment Research

A.O. Smith (AOS) Q1 Earnings and Revenues Beat Estimates

A.O. Smith (AOS) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.90 per share. This compares to earnings of $1 per share a year ago.

A.O. Smith (AOS) Q1 Earnings and Revenues Beat Estimates

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