AAON AAON, INC.
Price Chart
Executive Summary
Multiple AAON insiders, including the CEO and CAO, sold shares totaling $5.32M in open-market transactions following the company's record Q1 earnings and raised guidance. The sales represent less than 0.05% of market cap and are likely routine portfolio diversification, not a signal of deteriorating fundamentals.
Key Financial Metrics
Actionable Insight
Insider selling post-strong earnings is typical; no bearish signal. Monitor next few weeks for any acceleration in selling volume, but current activity is benign.
Key Facts
- Insider cluster includes CEO Tobolski (sold $1.08M), Director Fields ($2.63M), CAO Kidwell ($288K), and CAO Thompson ($1.32M).
- Total open-market sales of $5.32M represent ~0.046% of AAON's $11.5B market cap.
- Sales occurred 8 days after AAON reported Q1 2026 revenue of $496.9M (+54.3% YoY) and raised full-year guidance to 40-45% growth.
- Several directors also received non-cash stock grants (1,290 shares each) on May 12, 2026.
Financial Impact
Insider sales total $5.32M, a trivial fraction of market cap.
Risk Factors
- None material from this filing alone.
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-AAON-1778869905000 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 8, 2026
6d ago
|
8-K
| $132.69 awaiting T+5 | awaiting T+5 | — | $127.19 (−4.14%) |
|
Jun 5, 2026
9d ago
|
Insider Cluster
| $137.32 awaiting T+5 | awaiting T+5 | — | $127.19 (−7.37%) |
|
Jun 1, 2026
13d ago
|
ANALYST-UPGRADE
| $73.45 $72.99 | ▼ −0.62% | ▼ −1.31% | $127.19 (+73.17%) |
|
May 27, 2026
18d ago
|
Insider Cluster
| $139.54 $143.50 | ▲ +2.84% | ▲ +1.63% | $127.19 (−8.85%) |
|
May 27, 2026
18d ago
|
Insider Cluster
| $139.54 $143.50 | ▲ +2.84% | ▲ +1.63% | $127.19 (−8.85%) |
|
May 18, 2026
27d ago
|
8-K
| $133.94 $141.12 | ▲ +5.36% | ▲ +3.74% | $127.19 (−5.04%) |
|
May 15, 2026
4w ago
|
Insider Cluster
| $135.49 $134.60 | ▼ −0.66% | ▼ −1.62% | $127.19 (−6.13%) |
|
May 13, 2026
4w ago
|
Insider Cluster
| $140.00 $132.39 | ▼ −5.44% | ▼ −4.72% | $127.19 (−9.15%) |
|
May 13, 2026
4w ago
|
144
| $135.37 $133.76 | ▼ −1.19% | ▼ −1.05% | $127.19 (−6.04%) |
|
May 7, 2026
5w ago
|
8-K
| $129.25 $135.37 | ▲ +4.74% | ▲ +3.23% | $127.19 (−1.59%) |
US Market Status
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