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.
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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.
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.
Risk Factors
- No material risks identified from this filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000824142-26-000039 |
| Document: aaon2026mayannualmeetingdi.htm | 0000824142-26-000039 |
| Document: 0000824142-26-000039-index-headers.html | 0000824142-26-000039 |
| Document: 0000824142-26-000039-index.html | 0000824142-26-000039 |
| Document: 0000824142-26-000039.txt | 0000824142-26-000039 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 28, 2026 5w ago | 8-K | $75.87 $79.40 | ▲ +4.65% | ▲ +4.54% | $84.43 (+11.28%) |
Aug 13, 2026 7w ago | Press Release | $87.67 $80.84 | ▼ −7.79% | ▼ −5.83% | $84.43 (−3.70%) |
Aug 10, 2026 7w ago | 8-K | $89.24 $88.09 | ▼ −1.29% | ▼ −1.24% | $84.43 (−5.39%) |
Jul 31, 2026 9w ago | Institutional Cluster | $89.06 $94.83 | ▲ +6.48% | ▲ +2.97% | $84.43 (−5.20%) |
Jul 30, 2026 9w ago | 8-K | $87.59 $90.28 | ▲ +3.07% | ▼ −0.55% | $84.43 (−3.61%) |
Jul 23, 2026 10w ago | ANALYST-UPGRADE | $107.68 $87.59 | ▼ −18.66% | ▼ −19.13% | $84.43 (−21.59%) |
Jun 8, 2026 16w ago | 8-K | $132.05 $131.26 | ▼ −0.60% | ▼ −2.71% | $84.43 (−36.06%) |
Jun 5, 2026 17w ago | Insider Cluster | $132.62 $127.19 | ▼ −4.09% | ▼ −4.66% | $84.43 (−36.34%) |
May 27, 2026 18w ago | Insider Cluster | $139.54 $143.50 | ▲ +2.84% | ▲ +1.63% | $84.43 (−39.49%) |
May 27, 2026 18w ago | Insider Cluster | $139.54 $143.50 | ▲ +2.84% | ▲ +1.63% | $84.43 (−39.49%) |
US Market Status
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