AA
AAON
AAON, INC.
$129.66
-1.81%
$10.8B
No data for this timeframe.
Vol
Market Cap$10.8B
Cap SizeLarge Cap
Inst. Holders9 funds
Inst. Value$921.8M
Inst. Activity2 buys / 0 sells
Insider Activity0B / 16S
Insider Net $-$21.8M
Reddit Sentiment67° Warm
SEC Reports13
Exchange Nasdaq·Sector Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip·Inc. NV·CIK 0000824142·Prev Close $132.05
Recent Activity
Jun 8, 2026
SEC
AAON presented at the William Blair Growth Stock Conference on June 2, 2026, providing an investor update with a strong
8-K — Impact 4/10
Jun 5, 2026
SEC
Three AAON insiders sold a total of $3.69M in open-market sales over a 7-day window, led by Director Gary Fields ($2.66M
CLUSTER — Impact 2/10
Jun 2, 2026
Insider
Thompson Rebecca sold 4,230 shares
Chief Accounting Officer @ $143.42 ($606.7K)
Jun 1, 2026
SEC
Sidoti & Co. upgrades AAON to Buy — PT $95 (-32% vs current)
ANALYST-UPGRADE — Impact 1/10
May 29, 2026
Insider
Fields Gary D sold 19,000 shares
Director @ $140.20 ($2.7M)
May 29, 2026
Insider
ASBJORNSON NORMAN H sold 101,441 shares
Director @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
545,368 shares ($41.6M)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
22,557 shares ($1.7M)
Price Targets
Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$143.50 (Mar 2026)
Current $129.66
Low $120.00
Median $150.00
High $154.00
4 analysts
$120.00
$154.00
Analyst Ratings
6Strong Buy
5Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 3, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
| Feb 3, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.49 ▲ +5.6% | $0.46 — $0.52 | 123% YoY | 4 |
| Next Q | $0.66 ▲ +10.4% | $0.62 — $0.69 | 78% YoY | 4 |
| Current FY | $2.26 ▲ +13.9% | $2.12 — $2.35 | 67% YoY | 4 |
| Next FY | $3.29 ▲ +11.1% | $2.80 — $3.95 | 46% YoY | 5 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $487.7M | — |
| MORGAN STANLEY | $128.7M | ADD |
| FMR LLC | $96.9M | — |
| Mawer Investment Management Ltd. | $58.4M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $53.2M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 2, 2026 | Thompson Rebecca | SELL | $606.7K |
| May 29, 2026 | Fields Gary | SELL | $2.7M |
| May 29, 2026 | ASBJORNSON NORMAN | G | $0.00 |
| May 26, 2026 | Wichman Gordon | M | $82.7K |
| May 26, 2026 | Fields Gary | M | $1.0M |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
9 institutional holders with $921.8M total value (12,089,572 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, FMR. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 6,396,501 | $487.7M | 52.9% | — |
| 2 | MORGAN STANLEY | 1,687,671 | $128.7M | 14.0% | ADD +46.0% |
| 3 | FMR LLC | 1,270,816 | $96.9M | 10.5% | — |
| 4 | Mawer Investment Management Ltd. | 766,207 | $58.4M | 6.3% | ADD +39.7% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 697,097 | $53.2M | 5.8% | NEW |
| 6 | NORGES BANK | 545,368 | $41.6M | 4.5% | NEW |
| 7 | BANK OF AMERICA CORP /DE/ | 429,323 | $32.7M | 3.6% | ADD +46.1% |
| 8 | WELLS FARGO & COMPANY/MN | 274,032 | $20.9M | 2.3% | ADD +30.1% |
| 9 | TWO SIGMA INVESTMENTS, LP | 22,557 | $1.7M | 0.2% | ADD +85.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 545,368 | — | $41.6M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 12,184 | 22,557 | +85.1% | $1.7M | 2025-Q4 |
| UBS Group AG | ADD | 316,049 | 564,060 | +78.5% | $52.7M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 271,264 | 396,440 | +46.1% | $37.0M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 234,044 | 304,454 | +30.1% | $28.4M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 57,655 | 12,184 | -78.9% | $1.1M | 2025-Q3 |
| NORGES BANK | EXIT | 697,503 | 0 | -100.0% | $0.00 | 2025-Q3 |
| Mawer Investment Management Ltd. | ADD | 565,972 | 790,466 | +39.7% | $58.3M | 2025-Q2 |
| NORGES BANK | NEW | — | 697,503 | — | $51.4M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 26,270 | 57,655 | +119.5% | $4.3M | 2025-Q2 |
| MORGAN STANLEY | ADD | 1,357,083 | 1,981,394 | +46.0% | $154.8M | 2025-Q1 |
| Mawer Investment Management Ltd. | NEW | — | 565,972 | — | $44.2M | 2025-Q1 |
| UBS Group AG | ADD | 160,112 | 286,297 | +78.8% | $22.4M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 289,830 | 213,625 | -26.3% | $16.7M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 77,302 | 172,662 | +123.4% | $13.5M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 26,270 | — | $2.1M | 2025-Q1 |
| NORGES BANK | EXIT | 650,753 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 16,330 | 160,112 | +880.5% | $18.8M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 704,855 | — | $76.0M | 2024-Q3 |
12 unique insiders with 16 transactions. Net insider value: -$21.8M ($0.00 bought, $21.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 2, 2026 | Thompson Rebecca | Chief Accounting Officer | SELL | 4,230 | $143.42 | $606.7K |
| May 29, 2026 | Fields Gary D | Director | SELL | 19,000 | $140.20 | $2.7M |
| May 29, 2026 | ASBJORNSON NORMAN H | Director | G | 101,441 | $0.00 | $0.00 |
| May 26, 2026 | Wichman Gordon Douglas | Executive Vice President | M | 3,000 | $27.58 | $82.7K |
| May 26, 2026 | Fields Gary D | Director | M | 21,173 | $48.91 | $1.0M |
| May 26, 2026 | Fields Gary D | Director | SELL | 21,173 | $140.34 | $3.0M |
| May 26, 2026 | Fields Gary D | Director | M | 21,173 | $48.91 | $1.0M |
| May 26, 2026 | Wichman Gordon Douglas | Executive Vice President | SELL | 3,000 | $140.39 | $421.2K |
| May 26, 2026 | Wichman Gordon Douglas | Executive Vice President | M | 3,000 | $27.58 | $82.7K |
| May 14, 2026 | Kidwell Casey | Chief Administration Officer | M | 2,084 | $79.73 | $166.2K |
| May 14, 2026 | Kidwell Casey | Chief Administration Officer | SELL | 2,084 | $138.30 | $288.2K |
| May 14, 2026 | Kidwell Casey | Chief Administration Officer | M | 2,084 | $79.73 | $166.2K |
| May 13, 2026 | Fields Gary D | Director | SELL | 19,081 | $137.60 | $2.6M |
| May 13, 2026 | Fields Gary D | Director | M | 19,081 | $36.13 | $689.4K |
| May 13, 2026 | Fields Gary D | Director | M | 19,081 | $36.13 | $689.4K |
| May 13, 2026 | Tobolski Matthew Joseph | Chief Executive Officer | F | 467 | $135.37 | $63.2K |
| May 13, 2026 | Tobolski Matthew Joseph | Chief Executive Officer | SELL | 8,000 | $135.37 | $1.1M |
| May 12, 2026 | Fields Gary D | Director | M | 5,253 | $31.69 | $166.5K |
| May 12, 2026 | Fields Gary D | Director | M | 26,018 | $48.91 | $1.3M |
| May 12, 2026 | Fields Gary D | Director | SELL | 26,018 | $134.07 | $3.5M |
| May 12, 2026 | Kouplen Angela | Director | A | 1,290 | $0.00 | $0.00 |
| May 12, 2026 | Lawhorn Caron A | Director | A | 1,290 | $0.00 | $0.00 |
| May 12, 2026 | LeClair Stephen O | Director | A | 1,290 | $0.00 | $0.00 |
| May 12, 2026 | McElroy A H II | Director | A | 1,290 | $0.00 | $0.00 |
| May 12, 2026 | Stewart David Raymond | Director | A | 1,290 | $0.00 | $0.00 |
| May 12, 2026 | Ware Bruce | Director | A | 1,290 | $0.00 | $0.00 |
| May 12, 2026 | ASBJORNSON NORMAN H | Director | A | 1,290 | $0.00 | $0.00 |
| May 7, 2026 | Thompson Rebecca | Chief Accounting Officer | M | 9,672 | $29.48 | $285.1K |
| May 7, 2026 | Thompson Rebecca | Chief Accounting Officer | SELL | 9,672 | $136.59 | $1.3M |
| May 7, 2026 | Thompson Rebecca | Chief Accounting Officer | M | 9,672 | $29.48 | $285.1K |
| Apr 27, 2026 | Thompson Rebecca | Chief Accounting Officer | M | 400 | $29.48 | $11.8K |
| Apr 27, 2026 | Thompson Rebecca | Chief Accounting Officer | SELL | 400 | $100.27 | $40.1K |
| Apr 27, 2026 | Thompson Rebecca | Chief Accounting Officer | M | 400 | $29.48 | $11.8K |
| Apr 24, 2026 | Thompson Rebecca | Chief Accounting Officer | M | 21,914 | $29.48 | $646.0K |
| Apr 24, 2026 | Thompson Rebecca | Chief Accounting Officer | SELL | 21,914 | $100.21 | $2.2M |
| Apr 24, 2026 | Thompson Rebecca | Chief Accounting Officer | M | 21,914 | $29.48 | $646.0K |
| Apr 24, 2026 | Thompson Rebecca | Chief Accounting Officer | M | 21,914 | $29.48 | $646.0K |
| Apr 24, 2026 | Thompson Rebecca | Chief Accounting Officer | SELL | 21,914 | $100.21 | $2.2M |
| Apr 24, 2026 | Thompson Rebecca | Chief Accounting Officer | M | 21,914 | $29.48 | $646.0K |
| Apr 23, 2026 | Thompson Rebecca | Chief Accounting Officer | M | 7,292 | $29.48 | $215.0K |
| Apr 23, 2026 | Thompson Rebecca | Chief Accounting Officer | SELL | 7,292 | $100.10 | $729.9K |
| Apr 23, 2026 | Thompson Rebecca | Chief Accounting Officer | M | 7,292 | $29.48 | $215.0K |
| Apr 23, 2026 | Thompson Rebecca | Chief Accounting Officer | M | 7,292 | $29.48 | $215.0K |
| Apr 23, 2026 | Thompson Rebecca | Chief Accounting Officer | SELL | 7,292 | $100.10 | $729.9K |
| Apr 23, 2026 | Thompson Rebecca | Chief Accounting Officer | M | 7,292 | $29.48 | $215.0K |
| Apr 21, 2026 | Thompson Rebecca | Chief Accounting Officer | M | 2,287 | $29.48 | $67.4K |
| Apr 21, 2026 | Thompson Rebecca | Chief Accounting Officer | SELL | 2,287 | $100.11 | $229.0K |
| Apr 21, 2026 | Thompson Rebecca | Chief Accounting Officer | M | 2,287 | $29.48 | $67.4K |
| Apr 21, 2026 | Thompson Rebecca | Chief Accounting Officer | M | 2,287 | $29.48 | $67.4K |
| Apr 21, 2026 | Thompson Rebecca | Chief Accounting Officer | SELL | 2,287 | $100.11 | $229.0K |
13 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 11 neutral. Avg impact: 2.9/10.
MIXED
ANALYST-UPGRADE
1/10
Sidoti & Co. upgrades AAON to Buy — PT $95 (-32% vs current)
Jun 1, 2026
NEUTRAL
8-K
4/10
AAON presented at the William Blair Growth Stock Conference on June 2, 2026, providing an investor u
Jun 8, 2026
NEUTRAL
CLUSTER
2/10
Three AAON insiders sold a total of $3.69M in open-market sales over a 7-day window, led by Director
Jun 5, 2026
NEUTRAL
CLUSTER
3/10
Two AAON insiders sold a combined $3.39M in open-market shares on May 26, 2026, with Director Fields
Jun 1, 2026
NEUTRAL
CLUSTER
2/10
Two AAON insiders (a director and an EVP) sold shares after exercising stock options on May 26, 2026
May 27, 2026
NEUTRAL
8-K
2/10
AAON filed an 8-K reporting the results of its 2026 Annual Meeting of Stockholders, where all direct
May 18, 2026
NEUTRAL
CLUSTER
3/10
Multiple AAON insiders, including the CEO and CAO, sold shares totaling $5.32M in open-market transa
May 15, 2026
NEUTRAL
CLUSTER
3/10
AAON insiders sold $4.81M in shares over a 7-day window, including CEO Matthew Tobolski ($1.08M open
May 15, 2026
NEUTRAL
CLUSTER
3/10
Two AAON insiders sold a total of $4.81M in stock over the past week, including a director's $3.49M
May 14, 2026
NEUTRAL
CLUSTER
3/10
Two AAON insiders (a director and the Chief Accounting Officer) sold a combined $4.81M in open-marke
May 13, 2026
NEUTRAL
144
2/10
Director Gary D. Fields filed Form 144 indicating intent to sell 19,081 shares of AAON, valued at ap
May 13, 2026
BULLISH
8-K
8/10
AAON reported record Q1 2026 sales of $496.9M (+54.3% YoY) and GAAP diluted EPS of $0.48 (+37.1% YoY
May 7, 2026
NEUTRAL
8-K
2/10
AAON, Inc. announced a quarterly cash dividend of $0.10 per share ($0.40 annually), payable on March
Mar 5, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Mar 2026): 92% buy across 12 analysts — 6 strong buy, 5 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$143.50 mean target (Mar 2026)
$120.00 Low
$154.00 High
| Metric | Value |
|---|---|
| Current Price | $129.66 |
| Target Low | $120.00 |
| Target Mean | $143.50 |
| Target Median | $150.00 |
| Target High | $154.00 |
| # Analysts | 4 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.49 | $0.46 | $0.52 | 122.7% | +5.6% | 1↑ 2↓ | $0.5B | 55.8% | 4 |
| Next Q 2026-09-30 |
$0.66 | $0.62 | $0.69 | 78.4% | +10.4% | 4↑ 0↓ | $0.5B | 33.6% | 4 |
| Current FY 2026-12-31 |
$2.26 | $2.12 | $2.35 | 67.4% | +13.9% | 4↑ 0↓ | $2.0B | 38.5% | 4 |
| Next FY 2027-12-31 |
$3.29 | $2.80 | $3.95 | 45.7% | +11.1% | 4↑ 0↓ | $2.3B | 14.2% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.490 | |
| 7d ago | $0.490 | |
| 30d ago | $0.464 | +0.026 |
| 60d ago | $0.474 | +0.016 |
| 90d ago | $0.474 | +0.016 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 3, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Feb 3, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 5 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 6 | 5 | 2 | 0 | 0 | 85% | |
| Apr 1, 2026 | 6 | 5 | 2 | 0 | 0 | 85% | |
| Mar 1, 2026 | 6 | 5 | 2 | 0 | 0 | 85% | |
| Feb 1, 2026 | 6 | 5 | 2 | 0 | 0 | 85% | |
| Jan 1, 2026 | 6 | 5 | 2 | 0 | 0 | 85% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
67°
Warm
Bearish
Neutral
Bullish
2 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 7, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 7, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
Active short squeeze happening on AAON right now haha
▲ 1
💬 1
⚡ 0.5
May 18, 2026
dark_pool
Dark Pool: AAON — 1.7M shares, 41,086 trades
Week starting 2026-05-18. Total ATS volume: 1,652,365 shares across 41,086 trades.
May 11, 2026
dark_pool
Dark Pool: AAON — 2.3M shares, 47,611 trades
Week starting 2026-05-11. Total ATS volume: 2,258,655 shares across 47,611 trades.
May 7, 2026
earnings_calendar
AAON Q1 2026 Earnings Scheduled — 2026-05-07
May 6, 2026
short_volume
Short Volume: AAON — 58.2% short (0.5M / 0.8M)
Short: 454,694 | Exempt: 1 | TRF Vol: 781,104 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: AAON — 4.5M shares, 71,737 trades
Week starting 2026-05-04. Total ATS volume: 4,519,145 shares across 71,737 trades.
Apr 30, 2026
earnings_calendar
AAON Q1 2026 Earnings Scheduled — 2026-04-30
Apr 27, 2026
dark_pool
Dark Pool: AAON — 1.5M shares, 33,159 trades
Week starting 2026-04-27. Total ATS volume: 1,461,090 shares across 33,159 trades.
Apr 20, 2026
dark_pool
Dark Pool: AAON — 1.2M shares, 24,090 trades
Week starting 2026-04-20. Total ATS volume: 1,221,629 shares across 24,090 trades.
Apr 15, 2026
short_volume
Short Volume: AAON — 56.6% short (0.3M / 0.6M)
Short: 340,644 | Exempt: 907 | TRF Vol: 602,215 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: AAON — 1.7M shares, 31,278 trades
Week starting 2026-04-13. Total ATS volume: 1,743,419 shares across 31,278 trades.
Apr 8, 2026
short_interest
FTD: AAON — 6,407 shares ($0.5M) failed to deliver
Settlement: 20260408, Price: $80.88, FTD Value: $518,198.16, AAON INC
Apr 6, 2026
dark_pool
Dark Pool: AAON — 0.9M shares, 22,155 trades
Week starting 2026-04-06. Total ATS volume: 869,976 shares across 22,155 trades.
Mar 30, 2026
dark_pool
Dark Pool: AAON — 0.9M shares, 22,017 trades
Week starting 2026-03-30. Total ATS volume: 852,630 shares across 22,017 trades.
Mar 23, 2026
dark_pool
Dark Pool: AAON — 1.0M shares, 26,892 trades
Week starting 2026-03-23. Total ATS volume: 1,023,354 shares across 26,892 trades.
Mar 16, 2026
dark_pool
Dark Pool: AAON — 1.5M shares, 31,682 trades
Week starting 2026-03-16. Total ATS volume: 1,536,712 shares across 31,682 trades.