A. O. Smith (NYSE:AOS) Issues FY 2026 Earnings Guidance

A. O. Smith (NYSE:AOS) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 3.700-3.850 for the period, compared to the consensus EPS estimate of 3.770. The company issued revenue guidance of $3.9 billion-$3.9 billion, compared to the consensus revenue estimate of $3.9 billion.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on AOS shares. Weiss Ratings downgraded A. O. Smith from a “hold (c)” rating to a “hold (c-)” rating in a research note on Wednesday, May 27th. Stifel Nicolaus set a $76.00 target price on shares of A. O. Smith and gave the stock a “buy” rating in a research note on Monday, July 20th. Zacks Research downgraded shares of A. O. Smith from a “hold” rating to a “strong sell” rating in a report on Wednesday, May 6th. Oppenheimer set a $75.00 price target on shares of A. O. Smith and gave the stock an “outperform” rating in a research report on Wednesday, June 10th. Finally, DA Davidson set a $67.00 price objective on shares of A. O. Smith and gave the company a “neutral” rating in a research report on Monday, May 4th. Two investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, A. O. Smith has a consensus rating of “Reduce” and an average price target of $68.62.

A. O. Smith Stock Performance

NYSE AOS opened at $61.85 on Thursday. The company has a quick ratio of 1.00, a current ratio of 1.56 and a debt-to-equity ratio of 0.31. A. O. Smith has a twelve month low of $54.16 and a twelve month high of $81.86. The business has a 50-day moving average price of $59.45 and a 200-day moving average price of $65.50. The firm has a market cap of $8.52 billion, a price-to-earnings ratio of 16.45, a price-to-earnings-growth ratio of 1.43 and a beta of 1.16.

A. O. Smith (NYSE:AOS) last posted its quarterly earnings results on Thursday, July 30th. The industrial products company reported $1.03 EPS for the quarter, topping analysts’ consensus estimates of $0.96 by $0.07. A. O. Smith had a return on equity of 28.42% and a net margin of 13.84%.The company had revenue of $1 billion for the quarter, compared to analysts’ expectations of $994.89 million. A. O. Smith has set its FY 2026 guidance at 3.700-3.850 EPS. As a group, equities research analysts predict that A. O. Smith will post 3.74 EPS for the current fiscal year.

A. O. Smith Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, August 17th. Investors of record on Friday, July 31st will be given a dividend of $0.36 per share. The ex-dividend date is Friday, July 31st. This represents a $1.44 dividend on an annualized basis and a dividend yield of 2.3%. A. O. Smith’s dividend payout ratio is currently 38.30%.

Institutional Trading of A. O. Smith

Hedge funds have recently modified their holdings of the company. Founders Financial Alliance LLC increased its stake in A. O. Smith by 2.8% during the fourth quarter. Founders Financial Alliance LLC now owns 5,607 shares of the industrial products company’s stock worth $375,000 after acquiring an additional 155 shares during the last quarter. Stansberry Asset Management LLC boosted its holdings in shares of A. O. Smith by 1.0% in the 4th quarter. Stansberry Asset Management LLC now owns 17,050 shares of the industrial products company’s stock worth $1,140,000 after purchasing an additional 176 shares during the period. Fiduciary Trust Co boosted its holdings in shares of A. O. Smith by 5.0% in the 3rd quarter. Fiduciary Trust Co now owns 4,072 shares of the industrial products company’s stock worth $299,000 after purchasing an additional 193 shares during the period. Larson Financial Group LLC increased its position in shares of A. O. Smith by 67.9% during the 3rd quarter. Larson Financial Group LLC now owns 487 shares of the industrial products company’s stock valued at $36,000 after purchasing an additional 197 shares during the last quarter. Finally, Pacer Advisors Inc. increased its position in shares of A. O. Smith by 3.2% during the 4th quarter. Pacer Advisors Inc. now owns 9,672 shares of the industrial products company’s stock valued at $647,000 after purchasing an additional 302 shares during the last quarter. 76.10% of the stock is owned by hedge funds and other institutional investors.

About A. O. Smith

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.