Q3 EPS Estimates for A. O. Smith Lowered by Zacks Research

A. O. Smith Corporation (NYSE:AOS) – Zacks Research cut their Q3 2026 EPS estimates for shares of A. O. Smith in a research report issued on Thursday, August 20th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings per share of $0.95 for the quarter, down from their previous estimate of $0.96. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for A. O. Smith’s current full-year earnings is $3.74 per share. Zacks Research also issued estimates for A. O. Smith’s Q1 2027 earnings at $0.95 EPS, Q2 2027 earnings at $1.07 EPS, Q3 2027 earnings at $1.02 EPS, FY2027 earnings at $4.02 EPS, Q1 2028 earnings at $1.03 EPS, Q2 2028 earnings at $1.21 EPS and FY2028 earnings at $4.40 EPS.

Other equities research analysts have also issued reports about the company. Oppenheimer set a $75.00 price target on A. O. Smith and gave the stock an “outperform” rating in a research note on Wednesday, June 10th. JPMorgan Chase & Co. reaffirmed an “underweight” rating and issued a $60.00 price target (down from $65.00) on shares of A. O. Smith in a research note on Friday, May 15th. Weiss Ratings lowered shares of A. O. Smith from a “hold (c)” rating to a “hold (c-)” rating in a report on Wednesday, May 27th. Citigroup lowered their price target on A. O. Smith from $65.00 to $64.00 and set a “neutral” rating for the company in a report on Friday, July 31st. Finally, Robert W. Baird set a $70.00 target price on shares of A. O. Smith in a report on Friday, May 1st. Two equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $67.75.

A. O. Smith Stock Down 2.1%

Shares of NYSE:AOS opened at $62.45 on Friday. The firm has a market capitalization of $8.49 billion, a PE ratio of 17.35, a price-to-earnings-growth ratio of 1.42 and a beta of 1.17. The business has a 50 day simple moving average of $61.00 and a two-hundred day simple moving average of $64.45. A. O. Smith has a 1 year low of $54.16 and a 1 year high of $81.86. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.59 and a quick ratio of 1.04.

A. O. Smith (NYSE:AOS) last issued its quarterly earnings results on Thursday, July 30th. The industrial products company reported $1.03 EPS for the quarter, beating the consensus estimate of $0.96 by $0.07. The company had revenue of $1 billion for the quarter, compared to the consensus estimate of $994.89 million. A. O. Smith had a net margin of 13.15% and a return on equity of 27.88%. The firm’s revenue was down .7% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.07 EPS. A. O. Smith has set its FY 2026 guidance at 3.700-3.850 EPS.

A. O. Smith Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, August 17th. Investors of record on Friday, July 31st were paid a $0.36 dividend. The ex-dividend date of this dividend was Friday, July 31st. This represents a $1.44 dividend on an annualized basis and a yield of 2.3%. A. O. Smith’s dividend payout ratio (DPR) is currently 40.00%.

Institutional Investors Weigh In On A. O. Smith

Several large investors have recently bought and sold shares of the company. Vanguard Group Inc. raised its position in shares of A. O. Smith by 4.7% during the 4th quarter. Vanguard Group Inc. now owns 15,096,018 shares of the industrial products company’s stock valued at $1,009,622,000 after buying an additional 683,176 shares during the period. State Street Corp increased its stake in A. O. Smith by 8.4% during the 4th quarter. State Street Corp now owns 5,911,495 shares of the industrial products company’s stock worth $395,361,000 after buying an additional 458,257 shares during the period. Invesco Ltd. boosted its holdings in A. O. Smith by 0.8% in the fourth quarter. Invesco Ltd. now owns 4,559,612 shares of the industrial products company’s stock valued at $304,947,000 after purchasing an additional 37,621 shares during the period. Morgan Stanley grew its position in shares of A. O. Smith by 3.6% during the fourth quarter. Morgan Stanley now owns 2,909,395 shares of the industrial products company’s stock worth $194,581,000 after buying an additional 101,453 shares in the last quarter. Finally, ProShare Advisors LLC increased its position in shares of A. O. Smith by 2.6% in the 4th quarter. ProShare Advisors LLC now owns 2,344,631 shares of the industrial products company’s stock valued at $156,809,000 after purchasing an additional 60,260 shares during the last quarter. 76.10% of the stock is currently owned by hedge funds and other institutional investors.

A. O. Smith Company Profile

A. O. Smith Corporation, based in Milwaukee, Wisconsin, is a leading manufacturer of water heating and water treatment products for residential and commercial applications. Since its founding in 1874, the company has built a reputation for producing reliable, energy-efficient water heaters, boilers and pressure vessels. Its product portfolio encompasses gas, electric, condensing and tankless water heaters, as well as specialty boilers designed to meet a variety of building and industrial needs.

The company operates through two primary segments: North America and Asia.