Zacks Research Has Negative View of A. O. Smith Q1 Earnings

A. O. Smith Co. (NYSE:AOS) – Equities research analysts at Zacks Research reduced their Q1 2025 earnings per share estimates for A. O. Smith in a report issued on Thursday, February 20th. Zacks Research analyst R. Department now anticipates that the industrial products company will post earnings of $0.88 per share for the quarter, down from their prior estimate of $0.97. The consensus estimate for A. O. Smith’s current full-year earnings is $3.76 per share. Zacks Research also issued estimates for A. O. Smith’s Q2 2025 earnings at $0.98 EPS, FY2025 earnings at $3.69 EPS, Q1 2026 earnings at $0.95 EPS, Q4 2026 earnings at $1.08 EPS and FY2026 earnings at $4.14 EPS.

Other research analysts have also recently issued reports about the stock. StockNews.com raised shares of A. O. Smith from a “hold” rating to a “buy” rating in a report on Friday, January 31st. UBS Group cut their price objective on A. O. Smith from $80.00 to $74.00 and set a “neutral” rating for the company in a research report on Friday, January 31st. Stifel Nicolaus cut their price objective on A. O. Smith from $90.00 to $84.00 and set a “buy” rating for the company in a research report on Friday, January 31st. Citigroup cut their price objective on A. O. Smith from $78.00 to $73.00 and set a “neutral” rating for the company in a research report on Monday, January 13th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of A. O. Smith in a research report on Wednesday, February 19th. Five investment analysts have rated the stock with a hold rating and three have given a buy rating to the company. According to data from MarketBeat.com, A. O. Smith presently has a consensus rating of “Hold” and a consensus price target of $80.86.

A. O. Smith Price Performance

A. O. Smith stock opened at $66.95 on Monday. A. O. Smith has a 12 month low of $64.55 and a 12 month high of $92.44. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.55 and a quick ratio of 0.96. The business has a 50 day simple moving average of $68.25 and a 200-day simple moving average of $75.12. The stock has a market capitalization of $9.64 billion, a PE ratio of 18.44, a price-to-earnings-growth ratio of 1.46 and a beta of 1.17.

A. O. Smith (NYSE:AOS) last announced its earnings results on Thursday, January 30th. The industrial products company reported $0.85 EPS for the quarter, missing analysts’ consensus estimates of $0.90 by ($0.05). A. O. Smith had a net margin of 13.98% and a return on equity of 28.87%.

Institutional Trading of A. O. Smith

Several institutional investors have recently made changes to their positions in AOS. Brooklyn Investment Group purchased a new stake in shares of A. O. Smith during the 3rd quarter valued at $43,000. Truvestments Capital LLC purchased a new stake in shares of A. O. Smith in the third quarter worth about $55,000. Ridgewood Investments LLC purchased a new position in shares of A. O. Smith in the fourth quarter valued at $60,000. New Age Alpha Advisors LLC purchased a new position in shares of A. O. Smith in the fourth quarter valued at $66,000. Finally, Huntington National Bank boosted its stake in shares of A. O. Smith by 19.8% in the third quarter. Huntington National Bank now owns 812 shares of the industrial products company’s stock valued at $73,000 after purchasing an additional 134 shares during the period. 76.10% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at A. O. Smith

In other A. O. Smith news, SVP Douglas Samuel Karge sold 419 shares of A. O. Smith stock in a transaction dated Friday, February 7th. The stock was sold at an average price of $65.65, for a total value of $27,507.35. Following the completion of the sale, the senior vice president now owns 2,749 shares in the company, valued at $180,471.85. The trade was a 13.23 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, VP Robert J. Heideman sold 1,026 shares of A. O. Smith stock in a transaction dated Friday, February 7th. The shares were sold at an average price of $65.65, for a total value of $67,356.90. Following the completion of the sale, the vice president now owns 8,889 shares of the company’s stock, valued at $583,562.85. This trade represents a 10.35 % decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 2.70% of the company’s stock.

A. O. Smith Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, February 18th. Stockholders of record on Friday, January 31st were given a $0.34 dividend. This represents a $1.36 dividend on an annualized basis and a dividend yield of 2.03%. The ex-dividend date of this dividend was Friday, January 31st. A. O. Smith’s dividend payout ratio is currently 37.47%.

A. O. Smith Company Profile

A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; boilers for hospitals, schools, hotels, and other large commercial buildings, as well as homes, apartments, and condominiums; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, and point-of-use carbon and reverse osmosis products for residences, restaurants, hotels, and offices.