Zacks Research Predicts Stronger Earnings for A. O. Smith

A. O. Smith Co. (NYSE:AOS) – Investment analysts at Zacks Research increased their Q1 2025 EPS estimates for A. O. Smith in a research note issued to investors on Wednesday, January 29th. Zacks Research analyst R. Department now expects that the industrial products company will post earnings per share of $0.97 for the quarter, up from their previous 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. O. Smith (NYSE:AOS) last announced its quarterly earnings data on Thursday, January 30th. The industrial products company reported $0.85 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.90 by ($0.05). A. O. Smith had a net margin of 14.41% and a return on equity of 30.09%.

Other analysts have also issued reports about the stock. Weiss Ratings restated a “hold (c)” rating on shares of A. O. Smith in a research note on Saturday, January 18th. StockNews.com raised shares of A. O. Smith from a “hold” rating to a “buy” rating in a research report on Friday. UBS Group lowered their price objective on A. O. Smith from $80.00 to $74.00 and set a “neutral” rating on the stock in a research report on Friday. Stifel Nicolaus reduced their target price on A. O. Smith from $90.00 to $84.00 and set a “buy” rating for the company in a report on Friday. Finally, Citigroup lowered their price target on A. O. Smith from $78.00 to $73.00 and set a “neutral” rating on the stock in a report on Monday, January 13th. Five analysts have rated the stock with a hold rating and three have issued a buy rating to the company’s stock. According to MarketBeat, A. O. Smith currently has a consensus rating of “Hold” and an average price target of $80.86.

A. O. Smith Price Performance

AOS opened at $67.27 on Friday. The firm has a market cap of $9.75 billion, a PE ratio of 17.70, a P/E/G ratio of 1.44 and a beta of 1.18. The stock has a 50-day moving average price of $70.71 and a 200-day moving average price of $77.39. 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.

A. O. Smith Dividend Announcement

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

Institutional Trading of A. O. Smith

Hedge funds have recently bought and sold shares of the company. University of Texas Texas AM Investment Management Co. bought a new stake in shares of A. O. Smith during the 2nd quarter valued at about $25,000. Quarry LP increased its holdings in A. O. Smith by 214.9% during the second quarter. Quarry LP now owns 359 shares of the industrial products company’s stock valued at $29,000 after buying an additional 245 shares during the last quarter. Waldron Private Wealth LLC purchased a new stake in A. O. Smith during the third quarter valued at approximately $32,000. Wolff Wiese Magana LLC purchased a new position in shares of A. O. Smith during the 3rd quarter worth $37,000. Finally, Brooklyn Investment Group bought a new stake in shares of A. O. Smith during the 3rd quarter valued at $43,000. Hedge funds and other institutional investors own 76.10% of the company’s stock.

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.