Market Cap
$6.8B
AAON
AAON, INC.
$84.43 ▲ +2.61%
Prev close $82.28Market cap$6.8B
ConsensusStrong Buy
12-mo target$134.75 (+60.1%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)24 New Institutional Positions26 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on AAON right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (86%)
Inst. Holders
50 funds
Inst. Value
$6.3B
Inst. Activity
24 buys / 26 sells
Insider Activity
$109.6K buy / $22.8M sell
Insider Net $
-$22.7M
Social Sentiment
69° Warm
SEC Reports
17
Press Releases
1
Price chart 30d +13.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 short_volume
Short Volume: AAON — 70.5% short (0.6M / 0.8M)
Short: 575,021 | Exempt: 20 | TRF Vol: 816,088 | Short Ratio: 70.5% | Off-exchange volume (dark pool
Sep 15, 2026 Insider
Stewart David Raymond bought 1,000 shares
Director @ $74.66 ($74.7K)
Sep 1, 2026 Insider
Buttermore Robert L. was granted 1,284 shares
Director
Sep 1, 2026 Insider
Aug 28, 2026 SEC ASBJORNSON NORMAN H gifted 100,000 shares
Director
AAON filed an 8-K announcing a new enterprise identity, 'The Aaon Group,' reflecting its evolution into a multi-brand or
8-K — Impact 2/10
AAON declared a regular quarterly cash dividend of $0.10 per share ($0.40 annually), payable September 25, 2026, to hold
Impact 2/10
AAON reported Q2 2026 results with record net sales of $627.0M (up 101.2% YoY) and diluted EPS of $0.68 (up 257.9% YoY),
8-K — Impact 7/10
Keybanc initiates AAON at Sector Weight — PT $0 (N/A%)
ANALYST-UPGRADE — Impact 3/10
Analyst ratings buy % +1.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
86% rate it Buy or better · 14 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 11, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 11, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 23, 2026 | Keybanc | INITIATE | Sector Weight | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 5 | 2 | 0 | 0 | 86% | |
| Aug 1, 2026 | 7 | 5 | 2 | 0 | 0 | 86% | |
| Jul 1, 2026 | 7 | 5 | 1 | 0 | 0 | 92% | |
| 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% |
Price targets
Where 4 covering analysts think AAON trades over the next 12 months.
$134.75 +60.1% upside Strong Buy
Current$84.18 Low$110.00 Median$137.50 High$154.00 4 analysts
$110.00$154.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
69°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
17 SEC filing reports analyzed · 2 bullish, 0 bearish, 2 mixed, 13 neutral · avg impact 3.2/10.Plus 1 press releases.
MIXEDANALYST-UPGRADE3/10
Keybanc initiates AAON at Sector Weight — PT $0 (N/A%)
Jul 23, 2026
NEUTRAL8-K2/10
AAON filed an 8-K announcing a new enterprise identity, 'The Aaon Group,' reflecting its evolution i
Aug 28, 2026
BULLISH8-K7/10
AAON reported Q2 2026 results with record net sales of $627.0M (up 101.2% YoY) and diluted EPS of $0
Aug 10, 2026
MIXEDINST-CLUSTER4/10
Institutional activity in AAON during 2026-Q2 shows a mixed picture: three asset managers added $71.
Jul 31, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
short_volume
Short Volume: AAON — 70.5% short (0.6M / 0.8M)
Short: 575,021 | Exempt: 20 | TRF Vol: 816,088 | Short Ratio: 70.5% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: AAON — 68.5% short (0.6M / 0.9M)
Short: 642,249 | Exempt: 0 | TRF Vol: 937,352 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: AAON — 75.6% short (0.7M / 0.9M)
Short: 668,304 | Exempt: 801 | TRF Vol: 884,443 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
short_volume
Short Volume: AAON — 77.0% short (0.4M / 0.5M)
Short: 397,565 | Exempt: 7 | TRF Vol: 516,625 | Short Ratio: 77.0% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
short_volume
Short Volume: AAON — 56.3% short (0.3M / 0.6M)
Short: 331,825 | Exempt: 4,785 | TRF Vol: 589,216 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.56 | $0.49–$0.62 | 52.3% | +0.6% | 0↑ 4↓ | $0.6B | 6 |
| Next Q | $0.62 | $0.53–$0.70 | 58.5% | -2.8% | 2↑ 2↓ | $0.6B | 5 |
| Current FY | $2.36 | $2.19–$2.45 | 74.6% | -0.5% | 4↑ 0↓ | $2.3B | 6 |
| Next FY | $3.50 | $2.94–$3.95 | 48.4% | -0.8% | 2↑ 1↓ | $2.7B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.563 | — |
| 7d ago | $0.560 | +0.003 |
| 30d ago | $0.560 | +0.003 |
| 60d ago | $0.660 | -0.097 |
| 90d ago | $0.660 | -0.097 |
Institutional ownership
Which big funds own AAON (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.3B total value (49,318,163 shares) as of 2026-Q2. Top holders: BlackRock,, WELLINGTON, VANGUARD. Net selling activity: 26 institutions trimmed/exited vs 24 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,686,241 | $848.2M | 13.6% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 5,772,476 | $732.3M | 11.7% | TRIM -27.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,121,771 | $396.0M | 6.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,938,836 | $372.8M | 6.0% | — |
| STATE STREET CORP | 2,625,540 | $333.1M | 5.3% | ADD +27.3% |
| WASATCH ADVISORS LP | 2,338,517 | $296.7M | 4.7% | — |
| FIRST TRUST ADVISORS LP | 1,579,172 | $200.3M | 3.2% | — |
| BLAIR WILLIAM & CO/IL | 1,533,434 | $194.5M | 3.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,432,938 | $181.8M | 2.9% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,352,956 | $171.6M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 7,977,164 | 5,772,476 | -27.6% | $732.3M |
| STATE STREET CORP | ADD | 2,062,614 | 2,625,540 | +27.3% | $333.1M |
| JANE STREET GROUP, LLC | DOUBLED | 9,333 | 973,933 | +10335.4% | $123.6M |
| FULLER & THALER ASSET MANAGEMENT, INC. | NEW | — | 917,551 | — | $116.4M |
| Pictet Asset Management Holding SA | ADD | 671,212 | 883,740 | +31.7% | $112.1M |
| BAMCO INC /NY/ | TRIM | 844,377 | 544,402 | -35.5% | $69.1M |
| NORGES BANK | NEW | — | 522,529 | — | $66.3M |
| CITIGROUP INC | DOUBLED | 21,778 | 496,931 | +2181.8% | $63.0M |
| BROWN ADVISORY INC | TRIM | 672,849 | 489,527 | -27.2% | $62.1M |
| JPMORGAN CHASE & CO | TRIM | 827,480 | 392,250 | -52.6% | $49.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net -$22.7M — $109.6K bought, $22.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Stewart David Raymond | Director | BUY | 1,000 | $74.66 | $74.7K |
| Sep 1, 2026 | Buttermore Robert L. | Director | AWARD | 1,284 | — | — |
| Sep 1, 2026 | ASBJORNSON NORMAN H | Director | GIFT | 100,000 | — | — |
| Sep 1, 2026 | Jermain Patrick John | Director | AWARD | 1,284 | — | — |
| Aug 28, 2026 | Shaub Matthew | Executive Vice President | BUY | 457 | $76.42 | $34.9K |
| Jun 2, 2026 | Thompson Rebecca | Chief Accounting Officer | SELL | 4,230 | $143.42 | $606.7K |
| May 29, 2026 | ASBJORNSON NORMAN H | Director | GIFT | 101,441 | — | — |
| May 29, 2026 | Fields Gary D | Director | SELL | 19,000 | $140.20 | $2.7M |
| May 29, 2026 | ASBJORNSON NORMAN H | Director | GIFT | 88,000 | — | — |
| May 26, 2026 | Wichman Gordon Douglas | Executive Vice President | EXERCISE | 3,000 | $27.58 | $82.7K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AAON.
Shares short
4,870,610
Settlement Sep 15, 2026
Change vs prior
+3.8%
Semi-monthly cycle
Days to cover
4.5
At avg daily volume
Of shares outstanding
≈5.9%
Estimate — not % of float
All AAON filing & press-release reports (18)
- Keybanc initiates AAON at Sector Weight — PT $0 (N/A%)Jul 23, 2026
- 8-K reportAug 28, 2026
- PRESS-RELEASE reportAug 13, 2026
- 8-K reportAug 10, 2026
- INST-CLUSTER reportJul 31, 2026
- 8-K reportJul 30, 2026
- 8-K reportJun 8, 2026
- CLUSTER reportJun 5, 2026
- CLUSTER reportJun 1, 2026
- CLUSTER reportMay 27, 2026
- 8-K reportMay 18, 2026
- CLUSTER reportMay 15, 2026
- CLUSTER reportMay 15, 2026
- CLUSTER reportMay 14, 2026
- CLUSTER reportMay 13, 2026
- 144 reportMay 13, 2026
- 8-K reportMay 7, 2026
- 8-K reportMar 5, 2026