Q1 EPS Estimates for A. O. Smith Lowered by Zacks Research

A. O. Smith Corporation (NYSE:AOS) – Zacks Research decreased their Q1 2026 earnings per share (EPS) estimates for shares of A. O. Smith in a research note issued to investors on Thursday, February 19th. 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 forecast of $0.97. The consensus estimate for A. O. Smith’s current full-year earnings is $3.76 per share. Zacks Research also issued estimates for A. O. Smith’s Q2 2026 earnings at $1.10 EPS, Q3 2026 earnings at $0.99 EPS, Q4 2026 earnings at $0.96 EPS, Q2 2027 earnings at $1.22 EPS, Q4 2027 earnings at $1.05 EPS and FY2027 earnings at $4.41 EPS.

A. O. Smith (NYSE:AOS) last issued its quarterly earnings results on Thursday, January 29th. The industrial products company reported $0.90 earnings per share for the quarter, beating analysts’ consensus estimates of $0.84 by $0.06. The business had revenue of $912.50 million for the quarter, compared to the consensus estimate of $928.97 million. A. O. Smith had a return on equity of 29.51% and a net margin of 14.26%.A. O. Smith’s revenue for the quarter was up .0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.85 earnings per share.

A number of other research analysts also recently weighed in on the stock. Wall Street Zen downgraded shares of A. O. Smith from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Robert W. Baird set a $77.00 price objective on A. O. Smith in a report on Friday, January 30th. DA Davidson restated a “neutral” rating and issued a $75.00 target price on shares of A. O. Smith in a report on Thursday, November 13th. Stifel Nicolaus set a $85.00 price objective on shares of A. O. Smith and gave the stock a “buy” rating in a research note on Friday, January 30th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of A. O. Smith in a research note on Wednesday, December 24th. Two investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $77.00.

A. O. Smith Stock Down 1.6%

Shares of A. O. Smith stock opened at $77.68 on Friday. The stock has a 50-day simple moving average of $72.23 and a 200-day simple moving average of $70.49. A. O. Smith has a 52-week low of $58.83 and a 52-week high of $81.86. The firm has a market cap of $10.82 billion, a price-to-earnings ratio of 20.12, a P/E/G ratio of 1.63 and a beta of 1.36. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.50 and a quick ratio of 0.94.

Institutional Trading of A. O. Smith

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Prospera Financial Services Inc raised its position in shares of A. O. Smith by 4.0% in the fourth quarter. Prospera Financial Services Inc now owns 3,261 shares of the industrial products company’s stock valued at $218,000 after purchasing an additional 126 shares during the period. Grey Ledge Advisors LLC lifted its stake in shares of A. O. Smith by 1.4% in the 4th quarter. Grey Ledge Advisors LLC now owns 8,966 shares of the industrial products company’s stock valued at $600,000 after acquiring an additional 128 shares during the last quarter. Eukles Asset Management raised its position in A. O. Smith by 0.5% in the fourth quarter. Eukles Asset Management now owns 29,240 shares of the industrial products company’s stock valued at $1,956,000 after purchasing an additional 151 shares during the last quarter. Larson Financial Group LLC boosted its stake in shares of A. O. Smith by 31.8% during the fourth quarter. Larson Financial Group LLC now owns 642 shares of the industrial products company’s stock valued at $43,000 after purchasing an additional 155 shares in the last quarter. Finally, Founders Financial Alliance LLC boosted its position in A. O. Smith by 2.8% during the 4th quarter. Founders Financial Alliance LLC now owns 5,607 shares of the industrial products company’s stock worth $375,000 after buying an additional 155 shares during the period. 76.10% of the stock is owned by institutional investors.

Insider Activity at A. O. Smith

In other news, SVP Darrell W. Schuh sold 356 shares of the stock in a transaction on Friday, February 13th. The shares were sold at an average price of $79.89, for a total transaction of $28,440.84. Following the completion of the sale, the senior vice president owned 3,295 shares of the company’s stock, valued at $263,237.55. This represents a 9.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.76% of the stock is currently owned by corporate insiders.

A. O. Smith Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, February 17th. Stockholders of record on Friday, January 30th were issued a $0.36 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $1.44 annualized dividend and a dividend yield of 1.9%. A. O. Smith’s payout ratio is 37.31%.

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.