StreetInsider.com News Articles

AO Smith (AOS) PT Lowered to $72 at Oppenheimer

Wed, 21 Oct 2026 07:47:42 -0400

Oppenheimer analyst Bryan Blair lowered the price target on AO Smith (NYSE: AOS) to $72.00 (from $75.00) while maintaining a Outperform rating.

Longbow Research Downgrades AO Smith (AOS) to Neutral

Mon, 19 Oct 2026 03:25:38 -0400

Longbow Research analyst David MacGregor downgraded AO Smith (NYSE: AOS) from Buy to Neutral.

For an analyst ratings summary and ratings history on AO Smith click here. For more ratings news on AO Smith click here.

Shares of AO Smith closed at $59.22 yesterday.

Stifel Downgrades AO Smith (AOS) to Hold

Mon, 19 Oct 2026 02:28:50 -0400

Stifel analyst Nathan Jones downgraded AO Smith (NYSE: AOS) from Buy to Hold with a price target of $59.00 (from $70.00).

The analyst comments: “We are moving our rating from Buy to Hold with a $59 target price. With rising steel prices, higher interest rates, and uncertainty around the China business outcome we see few catalysts for the stock in the short term and are moving to the sidelines.

AHRI industry data for July and August shows both residential and commercial volumes declined both y/y and sequentially with revenue supported by price and acquisitions.

Renewed steel inflation will likely see A. O. Smith

Stifel Downgrades AO Smith (AOS) to Hold

Mon, 19 Oct 2026 02:28:50 -0400

Stifel analyst Nathan Jones downgraded AO Smith (NYSE: AOS) from Buy to Hold with a price target of $59.00 (from $70.00).

AHRI industry data for July and August shows both residential and commercial volumes declined both y/y and sequentially with revenue supported by price and acquisitions.

Renewed steel inflation will likely see A. O. Smith

A.O. Smith (AOS) Declares $0.38 Quarterly Dividend; 2.7% Yield

Tue, 13 Oct 2026 06:12:42 -0400

A.O. Smith (NYSE: AOS) declared a quarterly dividend of $0.38 per share, or $1.52 annualized.

The dividend will be payable on November 16, 2026, to stockholders of record on October 30, 2026, with an ex-dividend date of October 29, 2026.

The annual yield on the dividend is 2.7 percent.

For a dividend history and other dividend-related data on A.O. Smith (AOS) click here.

A. O. Smith Increases Quarterly Dividend to $0.38 per Share

Mon, 12 Oct 2026 18:43:00 -0400

MILWAUKEE, Oct. 12, 2026 /PRNewswire/ -- The board of directors of A. O. Smith Corporation (NYSE: AOS) approved a 6% increase in the company's quarterly cash dividend rate to $0.38 per share. The dividend increase affects the company's Common Stock and Class A Common Stock.

A. O. Smith Increases Quarterly Dividend to $0.38 per Share

Mon, 12 Oct 2026 18:43:00 -0400

Stifel Reiterates Buy Rating on AO Smith (AOS)

Mon, 12 Oct 2026 09:21:29 -0400

Stifel analyst Nathan Jones reiterated a Buy rating and $70.00 price target on AO Smith (NYSE: AOS).

The analyst commented, "Recent (AHRI) U.S. heating and cooling equipment shipment data for August showed total shipments of residential water heaters (gas + electric) decreased 7.1% m/m and decreased 1.7% y/y, while total shipments of commercial water heaters (gas + electric) decreased 18.0% m/m and decreased 4.8% y/y. Total shipments of residential and commercial water heaters decreased 7.4% m/m and decreased 1.8% y/y in August on a unit basis, and we estimate decreased 9.9% m/m and increased 0.4% y/y on a total revenue basis

A. O. Smith to Hold Third Quarter Conference Call Oct. 29, 2026

Fri, 02 Oct 2026 09:00:00 -0400

MILWAUKEE, Oct. 2, 2026 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS) will release its third quarter 2026 financial results before the market opens on Thursday, Oct. 29, and has scheduled an investor conference call to follow at 10:00 a.m. (Eastern Daylight Time).

A. O. Smith to Hold Third Quarter Conference Call Oct. 29, 2026

Fri, 02 Oct 2026 09:00:00 -0400

Form SCHEDULE 13G/A SMITH A O CORP Filed by: FMR LLC

Fri, 07 Aug 2026 11:05:00 -0400

si-local-file:///var/storage/secattach/20260807/26889282.html

Form SCHEDULE 13G/A SMITH A O CORP Filed by: FMR LLC

Fri, 07 Aug 2026 11:05:00 -0400

si-local-file:///var/storage/secattach/20260807/26889282.html

Form SCHEDULE 13G/A SMITH A O CORP Filed by: FMR LLC

Thu, 06 Aug 2026 10:42:00 -0400

si-local-file:///var/storage/secattach/20260806/26881404.html

Form SCHEDULE 13G/A SMITH A O CORP Filed by: FMR LLC

Thu, 06 Aug 2026 10:42:00 -0400

si-local-file:///var/storage/secattach/20260806/26881404.html

DA Davidson Reiterates Neutral Rating on AO Smith (AOS)

Mon, 03 Aug 2026 10:34:02 -0400

DA Davidson analyst Matt Summerville reiterated a Neutral rating and $67.00 price target on AO Smith (NYSE: AOS).

The analyst commented, "Demand within NA residential market continues to be sluggish amid a stubborn housing environment along with pressure within the WT business. In China, sellthrough continues to be weak, with sales down 28% Y/Y in the absence of stimulus and soft consumer confidence. Additionally, AOS appears to be close to a decision regarding it China business strategic review, with an announcement by the time it reports 3Q26 results (or sooner). While B/S optionality remains notable, we do not see a NT

AO Smith (AOS) PT Lowered to $70 at Stifel

Fri, 31 Jul 2026 08:08:50 -0400

Stifel analyst Nathan Jones lowered the price target on AO Smith (NYSE: AOS) to $70.00 (from $76.00) while maintaining a Buy rating.

Form 10-Q SMITH A O CORP For: Jun 30

Thu, 30 Jul 2026 16:07:00 -0400

si-local-file:///var/storage/secattach/20260730/26843598.html

Form 10-Q SMITH A O CORP For: Jun 30

Thu, 30 Jul 2026 16:07:00 -0400

si-local-file:///var/storage/secattach/20260730/26843598.html

Form 8-K SMITH A O CORP For: Jul 30

Thu, 30 Jul 2026 06:59:00 -0400

si-local-file:///var/storage/secattach/20260730/26838324.html

Form 8-K SMITH A O CORP For: Jul 30

Thu, 30 Jul 2026 06:59:00 -0400

si-local-file:///var/storage/secattach/20260730/26838324.html

A.O. Smith (AOS) Tops Q2 EPS by 5c, Beats on Revenue; Offers FY26 EPS Guidance

Thu, 30 Jul 2026 06:56:09 -0400

A.O. Smith (NYSE: AOS) reported Q2 EPS of $1.03, $0.05 better than the analyst estimate of $0.98. Revenue for the quarter came in at $1 billion versus the consensus estimate of $997.6 million.

GUIDANCE:

A.O. Smith sees FY2026 EPS of $3.70-$3.85, versus the consensus of $3.76.

For earnings history and earnings-related data on A.O. Smith (AOS) click here.

A.O. Smith (AOS) Tops Q2 EPS by 5c, Beats on Revenue; Offers FY26 EPS Guidance

Thu, 30 Jul 2026 06:56:09 -0400

A.O. Smith (NYSE: AOS) reported Q2 EPS of $1.03, $0.05 better than the analyst estimate of $0.98. Revenue for the quarter came in at $1 billion versus the consensus estimate of $997.6 million.

GUIDANCE:

A.O. Smith sees FY2026 EPS of $3.70-$3.85, versus the consensus of $3.76.

For earnings history and earnings-related data on A.O. Smith (AOS) click here.

A. O. Smith Reports Second Quarter 2026 Results

Thu, 30 Jul 2026 06:55:00 -0400

Second Quarter 2026 Highlights
(Comparisons are year-over-year ("YoY"), unless otherwise noted)

Sales of $1 billion; net earnings of $125 million and diluted earnings per share (EPS) of $0.91; adjusted earnings of $142 million¹ and adjusted EPS of $1.03¹
North America segment sales of $820.5 million increased 5% driven by the Leonard Valve acquisition, 21% boiler sales growth and carryover pricing actions, partially offset by lower residential water heater volumes
Rest of World segment sales of $194.9 million decreased 19%, reflecting continued weakness in China's consumer appliance market
Year-to-date operating cash flow increased 42% to $254

A. O. Smith Reports Second Quarter 2026 Results

Thu, 30 Jul 2026 06:55:00 -0400

Second Quarter 2026 Highlights
(Comparisons are year-over-year ("YoY"), unless otherwise noted)

Sales of $1 billion; net earnings of $125 million and diluted earnings per share (EPS) of $0.91; adjusted earnings of $142 million¹ and adjusted EPS of $1.03¹
North America segment sales of $820.5 million increased 5% driven by the Leonard Valve acquisition, 21% boiler sales growth and carryover pricing actions, partially offset by lower residential water heater volumes
Rest of World segment sales of $194.9 million decreased 19%, reflecting continued weakness in China's consumer appliance market
Year-to-date operating cash flow increased 42% to $254

A. O. Smith Reports Second Quarter 2026 Results

Thu, 30 Jul 2026 06:55:00 -0400

Second Quarter 2026 Highlights
(Comparisons are year-over-year ("YoY"), unless otherwise noted)

Sales of $1 billion; net earnings of $125 million and diluted earnings per share (EPS) of $0.91; adjusted earnings of $142 million¹ and adjusted EPS of $1.03¹
North America segment sales of $820.5 million increased 5% driven by the Leonard Valve acquisition, 21% boiler sales growth and carryover pricing actions, partially offset by lower residential water heater volumes
Rest of World segment sales of $194.9 million decreased 19%, reflecting continued weakness in China's consumer appliance market
Year-to-date operating cash flow increased 42% to $254