Mitsubishi UFJ Trust & Banking Corp Acquires 13,864 Shares of A. O. Smith Corporation $AOS

Mitsubishi UFJ Trust & Banking Corp boosted its stake in shares of A. O. Smith Corporation (NYSE:AOS) by 52.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 40,475 shares of the industrial products company’s stock after acquiring an additional 13,864 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in A. O. Smith were worth $2,971,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of AOS. True Wealth Design LLC boosted its stake in shares of A. O. Smith by 44,400.0% during the second quarter. True Wealth Design LLC now owns 445 shares of the industrial products company’s stock valued at $29,000 after purchasing an additional 444 shares during the period. Loomis Sayles & Co. L P bought a new stake in A. O. Smith during the 2nd quarter valued at $30,000. Evelyn Partners Investment Management LLP boosted its position in A. O. Smith by 988.9% during the 2nd quarter. Evelyn Partners Investment Management LLP now owns 490 shares of the industrial products company’s stock valued at $32,000 after buying an additional 445 shares during the period. Root Financial Partners LLC bought a new stake in A. O. Smith in the 3rd quarter worth $33,000. Finally, Quent Capital LLC bought a new stake in A. O. Smith in the 3rd quarter worth $37,000. 76.10% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

AOS has been the subject of a number of analyst reports. Wall Street Zen upgraded shares of A. O. Smith from a “hold” rating to a “buy” rating in a report on Saturday, October 18th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of A. O. Smith in a research report on Wednesday, December 24th. Stifel Nicolaus set a $85.00 price objective on A. O. Smith and gave the stock a “buy” rating in a research report on Friday. DA Davidson restated a “neutral” rating and set a $75.00 target price on shares of A. O. Smith in a report on Thursday, November 13th. Finally, Jefferies Financial Group set a $75.00 price target on A. O. Smith and gave the stock a “hold” rating in a research note on Friday, January 9th. Two equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $78.00.

A. O. Smith Stock Up 0.4%

Shares of NYSE:AOS opened at $73.49 on Friday. The company has a current ratio of 1.50, a quick ratio of 0.95 and a debt-to-equity ratio of 0.06. The stock has a fifty day simple moving average of $68.82 and a two-hundred day simple moving average of $69.70. A. O. Smith Corporation has a 12-month low of $58.83 and a 12-month high of $77.31. The stock has a market capitalization of $10.23 billion, a price-to-earnings ratio of 19.04, a PEG ratio of 1.50 and a beta of 1.35.

A. O. Smith (NYSE:AOS) last issued its earnings results on Thursday, January 29th. The industrial products company reported $0.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.84 by $0.06. The business had revenue of $912.50 million during the quarter, compared to analysts’ expectations of $928.97 million. A. O. Smith had a net margin of 14.26% and a return on equity of 29.51%. The business’s revenue for the quarter was up .0% compared to the same quarter last year. During the same period in the previous year, the company earned $0.85 earnings per share. On average, research analysts anticipate that A. O. Smith Corporation will post 3.76 earnings per share for the current fiscal year.

A. O. Smith Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, February 17th. Stockholders of record on Friday, January 30th will be issued a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, January 30th. A. O. Smith’s dividend payout ratio is presently 37.31%.

Key A. O. Smith News

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

• Positive Sentiment: Q4 EPS beat and record full-year EPS — AOS reported $0.90 in Q4 vs. $0.84 expected and announced record 2025 diluted EPS of $3.85, driven by margin improvement and strong profitability metrics that support valuation. A. O. Smith Reports Record 2025 Diluted Earnings Per Share
• Positive Sentiment: Strength in North America and margin expansion — Management cited strong North American demand and 80 bps of operating margin improvement, helping EPS outperformance despite flat sales. A.O. Smith quarterly profit rises on strong North America demand
• Positive Sentiment: Capital returns and M&A — Company returned ~$597M to shareholders via dividends and buybacks in 2025 and closed the Leonard Valve acquisition to expand its water-management platform, both supportive of longer-term growth and EPS accretion. Press Release — 2025 results & 2026 guidance
• Neutral Sentiment: Analyst/style recognition — Zacks flags AOS as a top-ranked growth stock under its Style Scores, which can attract momentum and factor-based flows but is not an operational driver by itself. A.O. Smith is a Top-Ranked Growth Stock
• Neutral Sentiment: Earnings call detail available — Management commentary and the call transcript provide color on end-market trends and margin drivers for investors who want to dig deeper. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue missed and guidance slightly soft — Q4 sales were $912.5M vs. ~$929M expected (flat YoY), and management set FY2026 EPS guidance of $3.85–$4.15 (consensus ~4.07) and revenue guidance around $3.9–$4.0B, a touch below Street assumptions — a cap on upside. A. O. Smith Earnings Surpass Estimates in Q4, Sales Miss
• Negative Sentiment: Mixed market reaction — Coverage notes the earnings beat was offset by the revenue miss and conservative guide, moderating gains; near-term performance will track execution against the 2026 targets and demand trends. Earnings beat offset by revenue miss

A. O. Smith 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.