AAON AAON, INC.

NEUTRAL Impact: 2/10 8-K
Horizon immediate Filed May 18, 2026 Processed 3d 1h ago SEC 0000824142-26-000039
8-K context-dependent: Items 8.01

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Executive Summary

AAON filed an 8-K reporting the results of its 2026 Annual Meeting of Stockholders, where all director nominees were elected, Grant Thornton was ratified as auditor, say-on-pay was approved on an advisory basis with annual frequency, and the board size was increased from nine to eleven directors. Separately, the board declared a regular quarterly cash dividend of $0.10 per share ($0.40 annually), payable June 26, 2026. This is a routine administrative filing with no material financial impact.

Actionable Insight

Routine annual meeting results and a standard quarterly dividend declaration — no material new information for traders. The dividend remains unchanged at $0.10/quarter. Monitor the next quarterly earnings release for any changes to the dividend policy or operational outlook.

Key Facts

  • All three director nominees (Lawhorn, LeClair, Stewart) were elected with strong support.
  • Grant Thornton, LLP ratified as independent auditor for FY2026 with 71.1M votes for vs 1.7M against.
  • Say-on-pay advisory resolution approved with 63.5M for vs 2.1M against.
  • Advisory vote on frequency of say-on-pay: 64.2M favored annual frequency.
  • Articles of Incorporation amended to increase maximum board size from 9 to 11 directors (72.4M for).
  • Quarterly cash dividend of $0.10 per share declared, payable June 26, 2026 to holders of record June 5, 2026.
  • Dividend unchanged from prior quarter at $0.10/share or $0.40 annualized.

Financial Impact

Quarterly dividend of $0.10 per share, annualized $0.40 per share. No change from prior dividend.

dividend

Risk Factors

  • No material risks identified from this filing.

Market Snapshot

Exchange
Nasdaq
Sector
Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
Analyst Consensus
85% bullish (13 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000824142-26-000039
Document: aaon2026mayannualmeetingdi.htm0000824142-26-000039
Document: 0000824142-26-000039-index-headers.html0000824142-26-000039
Document: 0000824142-26-000039-index.html0000824142-26-000039
Document: 0000824142-26-000039.txt0000824142-26-000039
8 reports for AAON
Performance horizon

Track record builds as more directional reports settle.

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Reports for AAON — sortable, filterable
Type Now
May 18, 2026
3d ago
8-K
NEUTRAL ★ 2/10
$133.77 awaiting T+1awaiting T+1$129.85 (−2.93%)
May 15, 2026
5d ago
Insider Cluster
NEUTRAL ★ 3/10
$134.21 awaiting T+1awaiting T+1$129.85 (−3.24%)
May 13, 2026
7d ago
Insider Cluster
NEUTRAL ★ 3/10
$135.37 awaiting T+1awaiting T+1$129.85 (−4.07%)
May 13, 2026
7d ago
144
NEUTRAL ★ 2/10
$135.37 $140.00▲ +3.42%▲ +2.64%$129.85 (−4.07%)
May 7, 2026
14d ago
8-K
BULLISH ★ 8/10
$129.25 $139.66▲ +8.05%▲ +7.22%$129.85 (+0.47%)
May 7, 2026
14d ago
Insider Cluster
NEUTRAL ★ 3/10
$129.25 $139.66▲ +8.05%▲ +7.22%$129.85 (+0.47%)
May 7, 2026
14d ago
Insider Cluster
NEUTRAL ★ 3/10
$129.25 $139.66▲ +8.05%▲ +7.22%$129.85 (+0.47%)
Mar 5, 2026
11w ago
8-K
NEUTRAL ★ 2/10
$92.28 $88.22▼ −4.40%▼ −3.09%$129.85 (+40.71%)
Showing 8 of 8

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