AOS icon

A.O. Smith

69.08 USD
-1.39
1.97%
At close Jul 11, 4:00 PM EDT
After hours
69.08
+0.00
0.00%
1 day
-1.97%
5 days
1.59%
1 month
5.58%
3 months
7.10%
6 months
0.66%
Year to date
2.60%
1 year
-19.75%
5 years
42.52%
10 years
104.62%
 

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

0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 4 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] → 644 (+12) [Q1 2025]

0.91% more ownership

Funds ownership: 92.17% [Q4 2024] → 93.08% (+0.91%) [Q1 2025]

0% more funds holding in top 10

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

5% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 236

5% less capital invested

Capital invested by funds: $7.54B [Q4 2024] → $7.16B (-$385M) [Q1 2025]

15% less call options, than puts

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

Research analyst outlook

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

Low target
$65
6%
downside
Avg. target
$72
5%
upside
High target
$78
13%
upside

4 analyst ratings

positive
25%
neutral
75%
negative
0%
JP Morgan
Tomohiko Sano
1%upside
$70
Neutral
Initiated
24 Jun 2025
Stifel
Nathan Jones
13%upside
$78
Buy
Maintained
30 Apr 2025
Baird
Michael Halloran
10%upside
$76
Neutral
Maintained
30 Apr 2025
Citigroup
Andrew Kaplowitz
6%downside
$65
Neutral
Maintained
14 Apr 2025

Financial journalist opinion

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

Neutral
PRNewsWire
4 days ago
A. O. Smith Reports Quarterly Dividend
MILWAUKEE , July 7, 2025 /PRNewswire/ -- Directors of A. O. Smith Corporation (NYSE: AOS) today declared a regular quarterly cash dividend of $.34 per share on the company's Common Stock and Class A Common Stock.
A. O. Smith Reports Quarterly Dividend
Neutral
PRNewsWire
1 week ago
A. O. Smith to Hold Second Quarter Conference Call on July 24, 2025
MILWAUKEE , July 2, 2025 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS) will release its second quarter 2025 financial results before the market opens on Thursday, July 24, and has scheduled an investor conference call to follow at 10:00 a.m.
A. O. Smith to Hold Second Quarter Conference Call on July 24, 2025
Neutral
PRNewsWire
1 week ago
A. O. Smith Hires Ming Cheng as Chief Technology Officer
Bob Heideman to retire after 29 years with the company MILWAUKEE , July 1, 2025 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS), a leader in water heating and water treatment, announced today that Ming Cheng, will become A.
A. O. Smith Hires Ming Cheng as Chief Technology Officer
Positive
Seeking Alpha
1 week ago
Best Dividend Aristocrats For July 2025
Dividend Aristocrats have underperformed the S&P 500 in 2025, with NOBL up 1.77% versus SPY's 5.55% year-to-date gain. Dividend growth remains healthy, with 44 out of 69 Aristocrats already raising payouts in 2025 and an average growth rate of 4.86%. I identified 21 Aristocrats as both potentially undervalued and offering a projected long-term annualized return of at least 10%.
Best Dividend Aristocrats For July 2025
Neutral
PRNewsWire
1 month ago
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
Negative
Zacks Investment Research
1 month ago
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?
Neutral
24/7 Wall Street
1 month ago
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
Positive
Seeking Alpha
1 month ago
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
Negative
Zacks Investment Research
1 month ago
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
Positive
Seeking Alpha
2 months ago
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
Charts implemented using Lightweight Charts™