A.O. Smith

AOS

Market cap $10.3B

Overview Fund Activity

73.61 USD

+0.36

0.49%

At close Updated Sep 16, 4:00 PM EDT

Pre-market

After hours

73.09

-0.52

0.71%

1 day

0.49%

5 days

2.62%

1 month

2.02%

3 months

14.44%

6 months

9.07%

Year to date

9.33%

1 year

-9.9%

5 years

42.24%

10 years

110.01%

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. However, the firm announced a strategic review of its China operations.

Employees: 12,700

Industrials Specialty Industrial Machinery

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 5 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

0.24% more ownership

Funds ownership: 93.4% [Q1] → 93.63% (+0.24%) [Q2]

1% less capital invested

Capital invested by funds: $7.18B [Q1] → $7.14B (-$43.7M) [Q2]

4% less funds holding

Funds holding: 650 [Q1] → 621 (-29) [Q2]

15% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 103

19% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 258

54% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $76.8M

100% less funds holding in top 10

Funds holding in top 10: 1 [Q1] → 0 (-1) [Q2]

See Fund Rankings

Research analyst outlook

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

Low target

$70

5% downside

Avg. target

$81

10% upside

High target

$89

21% upside

5 analyst ratings

2 positive

40%

3 neutral

60%

0 negative

0%

UBS Damian Karas	$76	Neutral Maintained	28 Jul 2025
Oppenheimer Bryan Blair	$88	Outperform Maintained	28 Jul 2025
Stifel Nathan Jones	$89	Buy Maintained	25 Jul 2025
Baird Michael Halloran	$82	Neutral Maintained	25 Jul 2025
JP Morgan Tomohiko Sano	$70	Neutral Initiated	24 Jun 2025

See Analyst Rankings

Financial journalist opinion

A. O. Smith Announces Leadership Changes, Including New General Counsel and Chief Compliance Officer

MILWAUKEE , Aug. 28, 2025 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS), a leader in water heating and water treatment, announces the appointment of Paul Jones to the role of senior vice president, general counsel and chief compliance officer, effective Oct. 1, 2025.

A. O. Smith Announces Leadership Changes, Including New General Counsel and Chief Compliance Officer

Best Dividend Aristocrats For September 2025

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Best Dividend Aristocrats For September 2025

Zacks Investment Research

AOS Stock Exhibits Strong Prospects Despite Persisting Headwinds

A.O. Smith expands water treatment reach with key acquisitions, boosts margins and maintains strong liquidity despite regional challenges.

AOS Stock Exhibits Strong Prospects Despite Persisting Headwinds

The Motley Fool

A O Smith Raises 2025 Outlook

A. O. Smith (AOS -0.14%) reported second quarter 2025 results on July 24, 2025, posting sales of $1 billion, and earnings per share (EPS) of $1.07.

A O Smith Raises 2025 Outlook

Zacks Investment Research

Here's Why A.O. Smith (AOS) is a Strong Value Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Here's Why A.O. Smith (AOS) is a Strong Value Stock

A.O. Smith Q2 Earnings: The Price Is-Not-Right

A.O. Smith saw an intraday price surge of 6.5% following its Q2 earnings report on July 24th. The new CEO, Stephen Shafer, stepped into his role July 1st and appears laser-focused on operational efficiency. Long-term holders of the stock may see dividends slow as the company significantly increases share repurchases.

A.O. Smith Q2 Earnings: The Price Is-Not-Right

A. O. Smith Corporation (AOS) Q2 2025 Earnings Call Transcript

A. O. Smith Corporation (NYSE:AOS ) Q2 2025 Earnings Conference Call July 24, 2025 10:00 AM ET Company Participants Charles T. Lauber - Executive VP & CFO Helen E.

A. O. Smith Corporation (AOS) Q2 2025 Earnings Call Transcript

Zacks Investment Research

A. O. Smith Q2 Earnings Surpass Estimates, Sales Decline Y/Y

AOS tops Q2 earnings and revenue estimates, boosts 2025 sales outlook despite China weakness and lower heater volumes.

A. O. Smith Q2 Earnings Surpass Estimates, Sales Decline Y/Y

The Motley Fool

A O Smith Beats Q2 EPS Lifts Guidance

A. O. Smith (AOS 7.27%), a leading manufacturer of water heaters and boilers, reported its quarterly results on July 24, 2025, for the second quarter of fiscal 2025. The company beat analyst estimates, posting GAAP earnings per share of $1.07 versus the $0.99 consensus, and revenue of $1.01 billion against the $996.6 million forecast.

A O Smith Beats Q2 EPS Lifts Guidance

Zacks Investment Research

A.O. Smith (AOS) Beats Q2 Earnings and Revenue Estimates

A.O. Smith (AOS) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $1.06 per share a year ago.

A.O. Smith (AOS) Beats Q2 Earnings and Revenue Estimates

See News Rankings

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