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

A. O. Smith Co. (NYSE:AOS) – Investment analysts at Zacks Research upped their Q1 2025 earnings estimates for shares of A. O. Smith in a research note issued on Wednesday, January 29th. Zacks Research analyst R. Department now anticipates that the industrial products company will post earnings of $0.97 per share for the quarter, up from their prior estimate of $0.96. The consensus estimate for A. O. Smith’s current full-year earnings is $3.77 per share. Zacks Research also issued estimates for A. O. Smith’s FY2025 earnings at $3.95 EPS, Q1 2026 earnings at $1.05 EPS, Q4 2026 earnings at $1.11 EPS and FY2026 earnings at $4.37 EPS.

A number of other equities research analysts have also weighed in on the stock. Oppenheimer lowered their price objective on shares of A. O. Smith from $88.00 to $84.00 and set an “outperform” rating for the company in a report on Friday. UBS Group lowered their price target on shares of A. O. Smith from $80.00 to $74.00 and set a “neutral” rating for the company in a research note on Friday. Robert W. Baird cut their price target on shares of A. O. Smith from $82.00 to $81.00 and set a “neutral” rating for the company in a research report on Wednesday, October 23rd. Stifel Nicolaus decreased their price objective on A. O. Smith from $90.00 to $84.00 and set a “buy” rating on the stock in a report on Friday. Finally, Weiss Ratings restated a “hold (c)” rating on shares of A. O. Smith in a report on Saturday, January 18th. Five research analysts have rated the stock with a hold rating and three have assigned a buy rating to the company. According to data from MarketBeat.com, A. O. Smith presently has an average rating of “Hold” and an average target price of $80.86.

A. O. Smith Stock Performance

NYSE:AOS opened at $67.27 on Friday. A. O. Smith has a 1-year low of $65.53 and a 1-year high of $92.44. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.67 and a quick ratio of 1.02. The business has a 50 day moving average of $70.71 and a 200 day moving average of $77.29. The company has a market capitalization of $9.75 billion, a price-to-earnings ratio of 17.70, a PEG ratio of 1.44 and a beta of 1.18.

A. O. Smith (NYSE:AOS) last issued its quarterly earnings results on Thursday, January 30th. The industrial products company reported $0.85 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.90 by ($0.05). A. O. Smith had a return on equity of 30.09% and a net margin of 14.41%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of AOS. Sarasin & Partners LLP purchased a new position in shares of A. O. Smith during the third quarter valued at approximately $78,766,000. KBC Group NV increased its position in A. O. Smith by 40.1% during the 4th quarter. KBC Group NV now owns 1,648,825 shares of the industrial products company’s stock valued at $112,467,000 after purchasing an additional 471,990 shares during the period. Caisse DE Depot ET Placement DU Quebec raised its holdings in A. O. Smith by 92.4% in the 3rd quarter. Caisse DE Depot ET Placement DU Quebec now owns 761,410 shares of the industrial products company’s stock worth $68,397,000 after purchasing an additional 365,710 shares in the last quarter. State Street Corp lifted its position in shares of A. O. Smith by 4.0% in the 3rd quarter. State Street Corp now owns 7,721,581 shares of the industrial products company’s stock worth $693,630,000 after purchasing an additional 299,766 shares during the period. Finally, Assenagon Asset Management S.A. bought a new stake in shares of A. O. Smith during the 3rd quarter valued at about $24,060,000. Institutional investors own 76.10% of the company’s stock.

A. O. Smith Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, February 18th. Investors of record on Friday, January 31st will be paid a $0.34 dividend. The ex-dividend date is Friday, January 31st. This represents a $1.36 annualized dividend and a dividend yield of 2.02%. A. O. Smith’s payout ratio is presently 35.79%.

A. O. Smith Company Profile

A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; boilers for hospitals, schools, hotels, and other large commercial buildings, as well as homes, apartments, and condominiums; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, and point-of-use carbon and reverse osmosis products for residences, restaurants, hotels, and offices.