AOS

SMITH A O CORP

NYSE · Household Appliances · Inc. DE · CIK 0000091142
$59.23 +3.31% $7.9B
5 New Institutional Positions
Vol
Market Cap$7.9B
Cap SizeMid Cap
Analyst ConsensusHold (44%)
Inst. Holders10 funds
Inst. Value$2.0B
Inst. Activity5 buys / 0 sells
Insider Activity0B / 2S
Insider Net $-$110.6K
SEC Reports2
Exchange NYSE·Sector Household Appliances·Inc. DE·CIK 0000091142·Prev Close $57.33

Recent Activity

Jun 9, 2026 short_volume
Short Volume: AOS — 78.3% short (0.5M / 0.7M)
Short: 526,867 | Exempt: 137 | TRF Vol: 672,998 | Short Ratio: 78.3% | Off-exchange volume (dark poo
May 19, 2026 SEC
A. O. Smith Corporation announced the appointment of Carrie Anderson as Executive Vice President and CFO, effective July
8-K — Impact 2/10
Apr 23, 2026 Insider
Saak Aaron W sold 2,296 shares
Director @ $65.34 ($150.0K)
Apr 17, 2026 SEC
At A. O. Smith's 2026 annual meeting, Dr. Ilham Kadri received more withheld votes than votes for her re-election, trigg
8-K — Impact 4/10
Apr 13, 2026 Insider
Fister Todd W sold 2,262 shares
Director @ $66.32 ($150.0K)
Apr 13, 2026 Insider
HOLT VICTORIA M sold 2,262 shares
Director @ $66.32 ($150.0K)
Inst.
FMR LLC — ADD
5,728,671 shares ($383.1M)
Inst.
NORGES BANK — NEW
1,451,866 shares ($97.1M)

Price Targets

$70.91 +19.7% upside Buy
Current $59.23 Low $59.00 Median $70.00 High $84.00 11 analysts
$59.00 $84.00

Analyst Ratings

Hold44% buy · 18 analysts
4Strong Buy
4Buy
8Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 15, 2026 JP Morgan DOWNGRADE Neutral → Underweight
May 4, 2026 Citigroup MAINTAIN Neutral → Neutral
May 4, 2026 DA Davidson MAINTAIN Neutral → Neutral
May 1, 2026 JP Morgan MAINTAIN Neutral → Neutral
Apr 14, 2026 Stifel MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.94 $0.54 — $1.10 -12% YoY 12
Next Q $1.00 $0.95 — $1.09 6% YoY 12
Current FY $3.77 $3.55 — $3.85 -2% YoY 13
Next FY $4.18 $4.08 — $4.42 11% YoY 13

Latest Reports

NEUTRAL 8-K 2/10
A. O. Smith Corporation announced the appointment of Carrie Anderson as Executive Vice President and CFO, effective July
May 19, 2026
NEUTRAL 8-K 4/10
At A. O. Smith's 2026 annual meeting, Dr. Ilham Kadri received more withheld votes than votes for her re-election, trigg
Apr 17, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.0B—
FMR LLC$383.1MADD
MORGAN STANLEY$194.6MADD
BANK OF AMERICA CORP$116.2M—
NORGES BANK$97.1MNEW

Recent Insider Trades

DateInsiderTypeValue
Apr 23, 2026Saak AaronA$150.0K
Apr 13, 2026Fister ToddA$150.0K
Apr 13, 2026HOLT VICTORIAA$150.0K
Apr 13, 2026Kadri IlhamA$150.0K
Apr 13, 2026Larsen MichaelA$150.0K
10 institutional holders with $2.0B total value (29,383,145 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 5 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC15,096,018$1.0B51.4%—
2FMR LLC5,728,671$383.1M19.5%ADD +87.9%
3MORGAN STANLEY2,909,395$194.6M9.9%ADD +34.9%
4BANK OF AMERICA CORP /DE/1,737,218$116.2M5.9%—
5NORGES BANK1,451,866$97.1M4.9%NEW
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,102,999$73.8M3.8%NEW
7WELLS FARGO & COMPANY/MN667,396$44.6M2.3%ADD +42.4%
8RENAISSANCE TECHNOLOGIES LLC632,700$42.3M2.2%ADD +55.1%
9TWO SIGMA INVESTMENTS, LP52,007$3.5M0.2%NEW
10Cullen Capital Management, LLC4,875$326.0K0.0%ADD +25.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD3,049,5785,728,671+87.9%$383.1M2025-Q4
NORGES BANKNEW—1,451,866—$97.1M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD407,900632,700+55.1%$42.3M2025-Q4
TWO SIGMA INVESTMENTS, LPNEW—52,007—$3.5M2025-Q4
Cullen Capital Management, LLCADD3,8734,875+25.9%$326.0K2025-Q4
FMR LLCDOUBLED1,080,2743,049,578+182.3%$223.9M2025-Q3
UBS Group AGTRIM1,831,2241,112,065-39.3%$81.6M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM615,100407,900-33.7%$29.9M2025-Q3
NORGES BANKEXIT1,402,1440-100.0%$0.002025-Q3
TWO SIGMA INVESTMENTS, LPEXIT47,6360-100.0%$0.002025-Q3
MORGAN STANLEYADD2,155,8562,907,623+34.9%$190.7M2025-Q2
UBS Group AGADD1,412,9421,831,224+29.6%$120.1M2025-Q2
NORGES BANKNEW—1,402,144—$91.9M2025-Q2
FMR LLCDOUBLED96,6811,080,274+1017.4%$70.8M2025-Q2
RENAISSANCE TECHNOLOGIES LLCADD362,700615,100+69.6%$40.3M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED5,85547,636+713.6%$3.1M2025-Q2
CITADEL ADVISORS LLCADD407,868591,204+44.9%$38.6M2025-Q1
WELLS FARGO & COMPANY/MNADD354,966505,631+42.4%$33.0M2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD245,500362,700+47.7%$23.7M2025-Q1
TWO SIGMA INVESTMENTS, LPNEW—5,855—$382.7K2025-Q1
Cullen Capital Management, LLCNEW—3,873—$253.1K2025-Q1
NORGES BANKEXIT1,410,0540-100.0%$0.002025-Q1
UBS Group AGDOUBLED346,2551,246,338+259.9%$85.0M2024-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED43,800245,500+460.5%$16.7M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—1,218,779—$109.5M2024-Q3
20 unique insiders with 2 transactions. Net insider value: -$110.6K ($0.00 bought, $110.6K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 23, 2026Saak Aaron WDirectorA2,296$65.34$150.0K
Apr 13, 2026Fister Todd WDirectorA2,262$66.32$150.0K
Apr 13, 2026HOLT VICTORIA MDirectorA2,262$66.32$150.0K
Apr 13, 2026Kadri IlhamDirectorA2,262$66.32$150.0K
Apr 13, 2026Larsen Michael MDirectorA2,262$66.32$150.0K
Apr 13, 2026MAPES CHRISTOPHER LDirectorA2,262$66.32$150.0K
Apr 13, 2026MARTIN LOIS MDirectorA2,262$66.32$150.0K
Apr 13, 2026SMITH MARK DDirectorA2,262$66.32$150.0K
Apr 13, 2026Saak Aaron WDirectorA2,262$66.32$150.0K
Mar 4, 2026Schuh Darrell W.SVP; President & GM LochinvarSELL1,104$74.39$82.1K
Feb 23, 2026Carver Samuel M.SVP - Global OperationsG1,144$0.00$0.00
Feb 13, 2026Karge Douglas SamuelSVP - President NA Water TreatM1,415$0.00$0.00
Feb 13, 2026Karge Douglas SamuelSVP - President NA Water TreatA338$79.89$27.0K
Feb 13, 2026Karge Douglas SamuelSVP - President NA Water TreatF666$79.89$53.2K
Feb 13, 2026Karge Douglas SamuelSVP - President NA Water TreatM1,415$0.00$0.00
Feb 13, 2026STERN JAMES FExec VP, Corp Dev, Strat & SecM6,850$0.00$0.00
Feb 13, 2026STERN JAMES FExec VP, Corp Dev, Strat & SecA1,633$79.89$130.5K
Feb 13, 2026STERN JAMES FExec VP, Corp Dev, Strat & SecF3,220$79.89$257.2K
Feb 13, 2026Schuh Darrell W.SVP; President & GM LochinvarF356$79.89$28.4K
Feb 13, 2026Lauber Charles TEVP & CFOM9,460$0.00$0.00
Feb 13, 2026Lauber Charles TEVP & CFOF4,447$79.89$355.2K
Feb 13, 2026Lauber Charles TEVP & CFOA2,254$79.89$180.1K
Feb 13, 2026Lauber Charles TEVP & CFOM9,460$0.00$0.00
Feb 13, 2026Wheeler Kevin J.Executive ChairmanM36,045$0.00$0.00
Feb 13, 2026Wheeler Kevin J.Executive ChairmanF16,942$79.89$1.4M
Feb 13, 2026Wheeler Kevin J.Executive ChairmanA8,598$79.89$686.9K
Feb 13, 2026Wheeler Kevin J.Executive ChairmanM36,045$0.00$0.00
Feb 13, 2026Qiu JackSVP - Pres. A. O. Smith ChinaM3,275$0.00$0.00
Feb 13, 2026Schuh Darrell W.SVP; President & GM LochinvarM1,460$0.00$0.00
Feb 13, 2026Schuh Darrell W.SVP; President & GM LochinvarSELL356$79.89$28.4K
Feb 13, 2026Schuh Darrell W.SVP; President & GM LochinvarM1,460$0.00$0.00
Feb 13, 2026Kulkarni ParagSVP - Int'l; President IndiaM1,115$0.00$0.00
Feb 13, 2026Carver Samuel M.SVP - Global OperationsM2,605$0.00$0.00
Feb 13, 2026Carver Samuel M.SVP - Global OperationsF1,026$79.89$82.0K
Feb 13, 2026Carver Samuel M.SVP - Global OperationsA709$79.89$56.6K
Feb 13, 2026Carver Samuel M.SVP - Global OperationsM2,605$0.00$0.00
Feb 13, 2026O'Brien Stephen D.SVP; Pres & General Mngr NAWHM2,905$0.00$0.00
Feb 13, 2026O'Brien Stephen D.SVP; Pres & General Mngr NAWHF1,144$0.00$0.00
Feb 13, 2026O'Brien Stephen D.SVP; Pres & General Mngr NAWHA791$0.00$0.00
Feb 13, 2026O'Brien Stephen D.SVP; Pres & General Mngr NAWHM2,905$0.00$0.00
Feb 13, 2026Otchere Benjamin AVice President and ControllerM1,460$0.00$0.00
Feb 13, 2026Otchere Benjamin AVice President and ControllerF545$79.89$43.5K
Feb 13, 2026Otchere Benjamin AVice President and ControllerM1,460$0.00$0.00
Feb 13, 2026STERN JAMES FExec VP, Corp Dev, Strat & SecM6,850$0.00$0.00
Feb 9, 2026Jones Paul JSVP, GC & Chief Compliance OffA4,900$0.00$0.00
Feb 9, 2026Carver Samuel M.SVP - Global OperationsA2,560$0.00$0.00
Feb 9, 2026Howe Christopher T.SVP Chief Digital Info OfficerA3,635$0.00$0.00
Feb 9, 2026O'Brien Stephen D.SVP; Pres & General Mngr NAWHA4,900$0.00$0.00
Feb 9, 2026Kulkarni ParagSVP - Int'l; President IndiaA1,105$0.00$0.00
Feb 9, 2026STERN JAMES FExec VP, Corp Dev, Strat & SecA7,015$0.00$0.00
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.0/10.
NEUTRAL 8-K 2/10
A. O. Smith Corporation announced the appointment of Carrie Anderson as Executive Vice President and
May 19, 2026
NEUTRAL 8-K 4/10
At A. O. Smith's 2026 annual meeting, Dr. Ilham Kadri received more withheld votes than votes for he
Apr 17, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (44% buy). Based on 18 analysts: 4 strong buy, 4 buy, 8 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$70.91 mean target +19.7% upside Buy (2.54)
$59.00 Low $84.00 High
MetricValue
Current Price$59.23
Target Low$59.00
Target Mean$70.91
Target Median$70.00
Target High$84.00
# Analysts11
RecommendationBuy (2.54)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.94 $0.54 $1.10 -11.8% +0.0% 0↑ 12↓ $1.0B -1.4% 12
Next Q
2026-09-30
 $1.00 $0.95 $1.09 6.0% +0.0% 5↑ 6↓ $1.0B 5.0% 12
Current FY
2026-12-31
 $3.77 $3.55 $3.85 -2.0% +0.0% 0↑ 12↓ $3.9B 2.3% 13
Next FY
2027-12-31
 $4.18 $4.08 $4.42 10.8% +0.0% 0↑ 12↓ $4.1B 4.3% 13

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.943
7d ago$0.943
30d ago$0.943
60d ago$1.093-0.150
90d ago$1.094-0.151
5 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 15, 2026 JP Morgan DOWNGRADE Neutral Underweight
May 4, 2026 Citigroup MAINTAIN Neutral Neutral
May 4, 2026 DA Davidson MAINTAIN Neutral Neutral
May 1, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 14, 2026 Stifel MAINTAIN Buy Buy
Apr 13, 2026 Goldman Sachs MAINTAIN Sell Sell
Apr 13, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 2, 2026 DA Davidson MAINTAIN Neutral Neutral
Jan 30, 2026 Citigroup MAINTAIN Neutral Neutral
Jan 30, 2026 Stifel MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264482044%
May 1, 20264491044%
Apr 1, 20264491044%
Mar 1, 202644101042%
Feb 1, 202644101042%
Jan 1, 20264491044%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 9, 2026
short_volume
Short Volume: AOS — 78.3% short (0.5M / 0.7M)
Short: 526,867 | Exempt: 137 | TRF Vol: 672,998 | Short Ratio: 78.3% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: AOS — 72.4% short (0.5M / 0.7M)
Short: 496,623 | Exempt: 105 | TRF Vol: 686,222 | Short Ratio: 72.4% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: AOS — 63.9% short (0.5M / 0.8M)
Short: 528,333 | Exempt: 247 | TRF Vol: 826,949 | Short Ratio: 63.9% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: AOS — 64.7% short (0.3M / 0.5M)
Short: 347,035 | Exempt: 145 | TRF Vol: 536,688 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: AOS — 71.4% short (0.6M / 0.8M)
Short: 550,671 | Exempt: 1,091 | TRF Vol: 771,518 | Short Ratio: 71.4% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: AOS — 71.3% short (0.4M / 0.6M)
Short: 419,746 | Exempt: 5 | TRF Vol: 588,328 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: AOS — 56.5% short (0.3M / 0.6M)
Short: 332,374 | Exempt: 47 | TRF Vol: 587,856 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: AOS — 62.8% short (0.3M / 0.5M)
Short: 320,906 | Exempt: 995 | TRF Vol: 510,870 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: AOS — 2.0M shares, 42,842 trades
Week starting 2026-05-18. Total ATS volume: 1,988,343 shares across 42,842 trades.
May 15, 2026
short_volume
Short Volume: AOS — 64.6% short (0.4M / 0.7M)
Short: 427,222 | Exempt: 6 | TRF Vol: 661,573 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: AOS — 62.0% short (0.4M / 0.6M)
Short: 381,123 | Exempt: 146 | TRF Vol: 614,634 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: AOS — 59.4% short (0.4M / 0.6M)
Short: 359,770 | Exempt: 2,137 | TRF Vol: 606,012 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: AOS — 59.4% short (0.4M / 0.6M)
Short: 381,150 | Exempt: 1,266 | TRF Vol: 641,128 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: AOS — 2.2M shares, 48,421 trades
Week starting 2026-05-11. Total ATS volume: 2,158,455 shares across 48,421 trades.
May 7, 2026
short_volume
Short Volume: AOS — 60.4% short (0.6M / 0.9M)
Short: 555,741 | Exempt: 0 | TRF Vol: 920,838 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)