A. O. Smith Corporation $AOS Shares Sold by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company reduced its stake in A. O. Smith Corporation (NYSE:AOS) by 3.4% during the 1st quarter, Holdings Channel reports. The fund owned 548,510 shares of the industrial products company’s stock after selling 19,394 shares during the period. The Manufacturers Life Insurance Company’s holdings in A. O. Smith were worth $36,169,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in AOS. Creative Financial Designs Inc. ADV increased its position in A. O. Smith by 3,481.8% during the 4th quarter. Creative Financial Designs Inc. ADV now owns 394 shares of the industrial products company’s stock worth $26,000 after purchasing an additional 383 shares in the last quarter. Torren Management LLC purchased a new position in A. O. Smith in the 4th quarter valued at about $31,000. Eagle Bay Advisors LLC purchased a new position in A. O. Smith in the 4th quarter valued at about $32,000. Larson Financial Group LLC boosted its stake in shares of A. O. Smith by 67.9% during the 3rd quarter. Larson Financial Group LLC now owns 487 shares of the industrial products company’s stock worth $36,000 after purchasing an additional 197 shares during the last quarter. Finally, Los Angeles Capital Management LLC acquired a new stake in shares of A. O. Smith during the 4th quarter worth about $35,000. Institutional investors and hedge funds own 76.10% of the company’s stock.

A. O. Smith News Roundup

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

• Positive Sentiment: Second-quarter adjusted EPS was $1.03, above the $0.96 analyst consensus, while sales of approximately $1.0 billion also exceeded expectations. North America sales increased 5% to $820.5 million, supported by the Leonard Valve acquisition, 21% growth in boiler sales and pricing actions. A. O. Smith Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Cash generation improved substantially: year-to-date operating cash flow rose 42% to $254 million and free cash flow increased 67% to $233 million. The company also raised its 2026 share-repurchase target to $300 million. A. O. Smith Reports Second Quarter 2026 Results
• Positive Sentiment: A. O. Smith declared a quarterly dividend of $0.36 per share, supporting the stock’s income appeal. A. O. Smith Declares Dividend
• Neutral Sentiment: Management maintained 2026 adjusted EPS guidance of $3.70–$3.85 and expects sales growth of 2%–3%, broadly consistent with analyst expectations. A. O. Smith 2026 Guidance
• Negative Sentiment: Revenue declined 0.7% year over year, and reported diluted EPS fell from $1.07 to $0.91; the adjusted figure benefited from excluding restructuring and impairment charges.
• Negative Sentiment: Rest of World sales dropped 19% to $194.9 million because of persistent weakness in China’s consumer-appliance market. Higher input costs and lower residential water-heater volumes also pressured profitability, helping explain the negative market reaction despite the headline earnings beat. A. O. Smith Q2 Earnings Beat Estimates

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on AOS. Weiss Ratings downgraded shares of A. O. Smith from a “hold (c)” rating to a “hold (c-)” rating in a report on Wednesday, May 27th. Zacks Research lowered shares of A. O. Smith from a “hold” rating to a “strong sell” rating in a research report on Wednesday, May 6th. Robert W. Baird set a $70.00 target price on shares of A. O. Smith in a research report on Friday, May 1st. Oppenheimer set a $75.00 target price on shares of A. O. Smith and gave the stock an “outperform” rating in a research note on Wednesday, June 10th. Finally, JPMorgan Chase & Co. reiterated an “underweight” rating and issued a $60.00 price target (down from $65.00) on shares of A. O. Smith in a report on Friday, May 15th. Two analysts have rated the stock with a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, A. O. Smith presently has a consensus rating of “Reduce” and a consensus price target of $68.62.

A. O. Smith Stock Down 3.6%

AOS opened at $59.80 on Friday. A. O. Smith Corporation has a 12 month low of $54.16 and a 12 month high of $81.86. The business has a 50-day moving average of $59.50 and a two-hundred day moving average of $65.43. The company has a debt-to-equity ratio of 0.31, a current ratio of 1.56 and a quick ratio of 1.00. The stock has a market capitalization of $8.24 billion, a price-to-earnings ratio of 15.90, a price-to-earnings-growth ratio of 1.38 and a beta of 1.16.

A. O. Smith (NYSE:AOS) last announced its quarterly earnings data on Thursday, July 30th. The industrial products company reported $1.03 earnings per share for the quarter, topping the consensus estimate of $0.96 by $0.07. A. O. Smith had a net margin of 13.84% and a return on equity of 28.42%. The business had revenue of $1 billion for the quarter, compared to analyst estimates of $994.89 million. During the same period in the prior year, the firm posted $1.07 EPS. The company’s revenue was down .7% on a year-over-year basis. A. O. Smith has set its FY 2026 guidance at 3.700-3.850 EPS. On average, research analysts expect that A. O. Smith Corporation will post 3.74 earnings per share for the current year.

A. O. Smith Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, August 17th. Shareholders of record on Friday, July 31st will be paid a dividend of $0.36 per share. The ex-dividend date of this dividend is Friday, July 31st. This represents a $1.44 dividend on an annualized basis and a yield of 2.4%. A. O. Smith’s dividend payout ratio (DPR) is currently 38.30%.

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.