A. O. Smith (NYSE:AOS) Price Target Raised to $67.00

A. O. Smith (NYSE:AOS) had its price objective lifted by analysts at Citigroup from $64.00 to $67.00 in a report issued on Friday, Benzinga reports. The firm presently has a “neutral” rating on the industrial products company’s stock. Citigroup‘s target price points to a potential upside of 6.18% from the stock’s current price.

Other equities research analysts also recently issued research reports about the company. The Goldman Sachs Group reaffirmed a “sell” rating and issued a $58.00 price objective on shares of A. O. Smith in a research report on Friday. Longbow Research cut A. O. Smith from a “buy” rating to a “neutral” rating in a report on Monday, October 19th. Oppenheimer reiterated an “outperform” rating and set a $72.00 price objective (down from $75.00) on shares of A. O. Smith in a report on Wednesday, October 21st. Zacks Research raised shares of A. O. Smith from a “strong sell” rating to a “hold” rating in a research report on Monday, August 10th. Finally, Weiss Ratings upgraded shares of A. O. Smith from a “hold (c-)” rating to a “hold (c)” rating in a report on Monday. One investment analyst has rated the stock with a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Reduce” and a consensus price target of $66.00.

A. O. Smith Price Performance

AOS stock traded down $0.39 on Friday, reaching $63.10. The company had a trading volume of 2,495,356 shares, compared to its average volume of 1,583,209. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.04 and a current ratio of 1.59. The company has a market cap of $8.58 billion, a P/E ratio of 17.53, a PEG ratio of 1.36 and a beta of 1.12. A. O. Smith has a 1 year low of $54.16 and a 1 year high of $81.86. The company’s fifty day moving average is $58.96 and its 200 day moving average is $63.59.

A. O. Smith (NYSE:AOS) last posted its quarterly earnings data on Thursday, October 29th. The industrial products company reported $0.93 EPS for the quarter, topping analysts’ consensus estimates of $0.90 by $0.03. The firm had revenue of $940.50 million during the quarter, compared to analysts’ expectations of $960.20 million. A. O. Smith had a return on equity of 27.88% and a net margin of 13.15%. The firm’s quarterly revenue was down .2% compared to the same quarter last year. During the same quarter last year, the business posted $0.94 EPS. On average, research analysts forecast that A. O. Smith will post 3.72 earnings per share for the current year.

Institutional Investors Weigh In On A. O. Smith

Several institutional investors have recently bought and sold shares of AOS. Wedbush Securities Inc. lifted its position in A. O. Smith by 2.4% during the 3rd quarter. Wedbush Securities Inc. now owns 12,705 shares of the industrial products company’s stock worth $716,000 after acquiring an additional 297 shares in the last quarter. Nisa Investment Advisors LLC grew its position in A. O. Smith by 118.2% in the third quarter. Nisa Investment Advisors LLC now owns 29,200 shares of the industrial products company’s stock valued at $1,646,000 after acquiring an additional 15,818 shares in the last quarter. Willis Investment Counsel raised its stake in shares of A. O. Smith by 6.2% during the third quarter. Willis Investment Counsel now owns 80,989 shares of the industrial products company’s stock valued at $4,565,000 after purchasing an additional 4,763 shares during the period. V Square Quantitative Management LLC raised its stake in shares of A. O. Smith by 15.7% during the third quarter. V Square Quantitative Management LLC now owns 6,499 shares of the industrial products company’s stock valued at $366,000 after purchasing an additional 881 shares during the period. Finally, Versant Capital Management Inc lifted its position in shares of A. O. Smith by 23.5% during the third quarter. Versant Capital Management Inc now owns 3,142 shares of the industrial products company’s stock worth $164,000 after purchasing an additional 597 shares in the last quarter. 76.10% of the stock is currently owned by hedge funds and other institutional investors.

More A. O. Smith News

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

• Positive Sentiment: Third-quarter adjusted EPS was $0.93, above the $0.90 consensus estimate. Boiler sales increased 13% in North America, while pricing actions and the Leonard Valve acquisition helped lift North American segment sales 3% to $761.6 million. AOS Q3 Earnings Beat Estimates on Boiler Growth, Pricing
• Positive Sentiment: Year-to-date operating cash flow reached $429 million, and free cash flow rose 4% to $396 million, supporting the company’s financial flexibility. A. O. Smith Reports Third Quarter 2026 Results
• Neutral Sentiment: A. O. Smith is selling an 81% interest in its China business to CPE while retaining 19% and a long-term brand license. The transaction should reduce exposure to China’s weak consumer-appliance market, but it also removes China-related earnings from the company’s 2026 outlook. A. O. Smith to Sell Majority China Business Stake
• Negative Sentiment: Third-quarter sales of approximately $941 million fell short of the $960.2 million consensus and declined slightly year over year. Weaker residential water-heater demand offset boiler growth and pricing benefits. A. O. Smith misses Q3 2026 sales expectations
• Negative Sentiment: Rest-of-World sales dropped 7% to $192.8 million, reflecting continued weakness in China. Full-year 2026 guidance now calls for approximately 4% sales growth excluding China and adjusted EPS of $3.42–$3.52, including an estimated $20 million in North American water-treatment restructuring and impairment costs. A. O. Smith Updates 2026 Guidance
• Negative Sentiment: Goldman Sachs raised its AOS price target to $58 from $55, but the new target remains below the stock’s recent trading level, signaling limited near-term upside in the analyst’s view. Goldman Sachs Adjusts Price Target on A. O. Smith

About A. O. Smith

A. O. Smith Corporation is a manufacturer of water heating and water treatment products for residential, commercial and industrial customers. Its portfolio includes gas and electric storage water heaters, tankless water heaters, boilers, heat pump water heaters, water filtration systems, water softeners and reverse-osmosis products.

The company markets products under the A. O. Smith brand and other regional brands, serving applications ranging from homes and apartments to hotels, hospitals, schools, manufacturing facilities and other commercial properties.