A. O. Smith (NYSE:AOS) Given New $70.00 Price Target at Stifel Nicolaus

A. O. Smith (NYSE:AOS) had its target price dropped by equities research analysts at Stifel Nicolaus from $76.00 to $70.00 in a note issued to investors on Friday,Benzinga reports. The firm presently has a “buy” rating on the industrial products company’s stock. Stifel Nicolaus’ target price points to a potential upside of 18.27% from the stock’s current price.

Several other equities research analysts also recently issued reports on AOS. Robert W. Baird set a $70.00 price target on A. O. Smith in a report on Friday, May 1st. The Goldman Sachs Group decreased their price target on shares of A. O. Smith from $69.00 to $61.00 and set a “sell” rating on the stock in a research note on Monday, April 13th. Oppenheimer set a $75.00 price objective on A. O. Smith and gave the stock an “outperform” rating in a report on Wednesday, June 10th. Weiss Ratings lowered A. O. Smith from a “hold (c)” rating to a “hold (c-)” rating in a research note on Wednesday, May 27th. Finally, DA Davidson set a $67.00 price target on A. O. Smith and gave the stock a “neutral” rating in a report on Monday, May 4th. Two analysts have rated the stock with a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Reduce” and an average target price of $67.88.

A. O. Smith Price Performance

Shares of NYSE AOS opened at $59.19 on Friday. The company has a debt-to-equity ratio of 0.31, a current ratio of 1.56 and a quick ratio of 1.00. The business has a 50-day moving average of $59.50 and a 200-day moving average of $65.43. The stock has a market capitalization of $8.16 billion, a price-to-earnings ratio of 15.72, a PEG ratio of 1.38 and a beta of 1.16. A. O. Smith has a fifty-two week low of $54.16 and a fifty-two week high of $81.86.

A. O. Smith (NYSE:AOS) last posted its quarterly earnings results on Thursday, July 30th. The industrial products company reported $1.03 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $1 billion for the quarter, compared to analyst estimates of $994.89 million. During the same quarter in the previous year, the firm earned $1.07 EPS. The business’s quarterly revenue was down .7% on a year-over-year basis. A. O. Smith has set its FY 2026 guidance at 3.700-3.850 EPS. As a group, sell-side analysts predict that A. O. Smith will post 3.74 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Creative Financial Designs Inc. ADV grew its stake in A. O. Smith by 3,481.8% during the fourth quarter. Creative Financial Designs Inc. ADV now owns 394 shares of the industrial products company’s stock worth $26,000 after buying an additional 383 shares in the last quarter. Torren Management LLC acquired a new position in shares of A. O. Smith in the 4th quarter valued at approximately $31,000. Eagle Bay Advisors LLC bought a new stake in shares of A. O. Smith during the 4th quarter worth approximately $32,000. Los Angeles Capital Management LLC bought a new stake in shares of A. O. Smith during the 4th quarter worth approximately $35,000. Finally, Larson Financial Group LLC boosted 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 worth $36,000 after acquiring an additional 197 shares in the last quarter. Institutional investors and hedge funds own 76.10% of the company’s stock.

Trending Headlines about A. O. Smith

Here are the key news stories impacting A. O. Smith this week:

• Positive Sentiment: AOS reported second-quarter adjusted EPS of $1.03, above the $0.96 consensus estimate, while sales of approximately $1.0 billion also exceeded expectations. North America sales rose 5%, supported by 21% boiler-sales growth, pricing actions and the Leonard Valve acquisition. A. O. Smith Q2 Earnings Beat Estimates on Boiler Growth, Pricing
• Positive Sentiment: Operating cash flow increased 42% to $254 million year to date, while free cash flow rose 67% to $233 million. The company also raised its 2026 share-repurchase target to $300 million, potentially supporting per-share results. A. O. Smith Reports Second Quarter 2026 Results
• Positive Sentiment: AOS declared a quarterly dividend of $0.36 per share, maintaining a direct shareholder-return benefit. A O Smith Corporation Declares $0.36 Dividend
• Neutral Sentiment: Management maintained adjusted full-year 2026 EPS guidance of $3.70–$3.85, compared with consensus of roughly $3.77, and expects sales growth of 2%–3%. The range is broadly in line with expectations rather than a significant upside revision. A.O. Smith Q2 2026 Earnings Call Transcript
• Negative Sentiment: Revenue declined 0.7% year over year, and GAAP EPS fell to $0.91 from $1.07. Reported results included restructuring and impairment charges, while higher input costs pressured profitability.
• Negative Sentiment: Rest-of-World sales dropped 19% to $194.9 million because of continued weakness in China’s consumer-appliance market. Lower residential water-heater volumes in North America also partially offset boiler growth, leaving investors focused on the durability of demand and margins. A. O. Smith Reports Second Quarter 2026 Results

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.