Market Cap
$7.9B
AOS
SMITH A O CORP
$56.87 ▲ +0.35%
Prev close $56.67Market cap$7.9B
ConsensusHold
12-mo target$69.91 (+22.9%)
▲ Neutral
Analyst conviction 4/10
30 New Institutional Positions20 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on AOS right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (44%)
Inst. Holders
50 funds
Inst. Value
$6.1B
Inst. Activity
30 buys / 20 sells
Insider Activity
$0.00 buy / $110.6K sell
Insider Net $
-$110.6K
Social Sentiment
60° Warm
SEC Reports
4
Press Releases
1
Congressional
2 trades
Price chart 30d -4.0%
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.
Oct 2, 2026 earnings
Jul 30, 2026 SEC A. O. Smith to Hold Third Quarter Conference Call Oct. 29, 2026
MILWAUKEE, Oct. 2, 2026 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS) will release its third q
A. O. Smith reported Q2 2026 GAAP EPS of $0.91, a miss vs. the $0.96 consensus, and revenue of $1.004B, slightly above t
8-K — Impact 6/10
A. O. Smith declared a regular quarterly cash dividend of $0.36 per share, payable Aug 17. This is a routine capital ret
Impact 2/10
Jul 1, 2026 Insider
Anderson Carrie L was granted 32,060 shares
EVP & CFO @ $62.38 ($2.0M)
Jun 30, 2026 Inst.
FMR LLC — ADD
10,417,815 shares ($653.4M)
Jun 30, 2026 Inst.
Jun 23, 2026 SEC Impax Asset Management Group — TRIM
2,813,713 shares ($176.5M)
A. O. Smith announced the planned retirement of Executive Chairman Kevin Wheeler effective July 1, 2026, with President
8-K — Impact 2/10
A. O. Smith Corporation announced the appointment of Carrie Anderson as Executive Vice President and CFO, effective July
8-K — Impact 2/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
44% rate it Buy or better · 18 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 31, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 20, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jun 10, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| May 15, 2026 | JP Morgan | DOWNGRADE | Underweight | 55% |
| May 4, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 4, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| May 1, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| May 1, 2026 | Baird | MAINTAIN | Neutral | 54% |
| May 1, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 4 | 8 | 2 | 0 | 44% | |
| Aug 1, 2026 | 4 | 4 | 8 | 2 | 0 | 44% | |
| Jul 1, 2026 | 4 | 4 | 8 | 2 | 0 | 44% | |
| Jun 1, 2026 | 4 | 4 | 8 | 2 | 0 | 44% | |
| May 1, 2026 | 4 | 4 | 9 | 1 | 0 | 44% | |
| Apr 1, 2026 | 4 | 4 | 9 | 1 | 0 | 44% | |
| Mar 1, 2026 | 4 | 4 | 10 | 1 | 0 | 42% | |
| Feb 1, 2026 | 4 | 4 | 10 | 1 | 0 | 42% |
Price targets
Where 11 covering analysts think AOS trades over the next 12 months.
$69.91 +22.9% upside Strong Buy
Current$56.87 Low$59.00 Median$70.00 High$84.00 11 analysts
$59.00$84.00
Analyst rating Hold· 2.5/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 0 bullish, 1 bearish, 0 mixed, 3 neutral · avg impact 3.5/10.Plus 1 press releases.
BEARISH8-K6/10
A. O. Smith reported Q2 2026 GAAP EPS of $0.91, a miss vs. the $0.96 consensus, and revenue of $1.00
Jul 30, 2026
NEUTRAL8-K2/10
A. O. Smith announced the planned retirement of Executive Chairman Kevin Wheeler effective July 1, 2
Jun 23, 2026
NEUTRAL8-K2/10
A. O. Smith Corporation announced the appointment of Carrie Anderson as Executive Vice President and
May 19, 2026
NEUTRAL8-K4/10
At A. O. Smith's 2026 annual meeting, Dr. Ilham Kadri received more withheld votes than votes for he
Apr 17, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 2, 2026
earnings
A. O. Smith to Hold Third Quarter Conference Call Oct. 29, 2026
MILWAUKEE, Oct. 2, 2026 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS) will release its third quarter 2026 financial results before the market op
Oct 1, 2026
short_volume
Short Volume: AOS — 61.2% short (0.6M / 1.0M)
Short: 582,450 | Exempt: 1,661 | TRF Vol: 951,432 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: AOS — 79.3% short (0.7M / 0.9M)
Short: 735,821 | Exempt: 258 | TRF Vol: 927,782 | Short Ratio: 79.3% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: AOS — 69.1% short (0.4M / 0.5M)
Short: 351,170 | Exempt: 0 | TRF Vol: 508,514 | Short Ratio: 69.1% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: AOS — 72.8% short (0.4M / 0.5M)
Short: 381,072 | Exempt: 1,400 | TRF Vol: 523,674 | Short Ratio: 72.8% | 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 | $0.90 | $0.87–$0.93 | -4.5% | -0.2% | 0↑ 11↓ | $1.0B | 11 |
| Next Q | $0.96 | $0.92–$1.00 | 7.0% | -0.3% | 4↑ 7↓ | $1.0B | 11 |
| Current FY | $3.74 | $3.69–$3.77 | -2.9% | -0.1% | 0↑ 10↓ | $3.9B | 12 |
| Next FY | $4.09 | $3.93–$4.25 | 9.3% | -0.2% | 1↑ 8↓ | $4.0B | 12 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.898 | — |
| 7d ago | $0.899 | -0.002 |
| 30d ago | $0.899 | -0.002 |
| 60d ago | $0.996 | -0.099 |
| 90d ago | $0.996 | -0.099 |
Institutional ownership
Which big funds own AOS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.1B total value (96,557,538 shares) as of 2026-Q2. Top holders: FMR, BlackRock,, VANGUARD. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 10,417,815 | $653.4M | 10.8% | ADD +31.4% |
| BlackRock, Inc. | 8,056,801 | $505.3M | 8.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,286,250 | $457.0M | 7.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,051,327 | $442.3M | 7.3% | — |
| STATE STREET CORP | 6,581,486 | $412.8M | 6.8% | — |
| Invesco Ltd. | 5,535,312 | $347.2M | 5.7% | — |
| AMERICAN CENTURY COMPANIES INC | 4,726,410 | $296.4M | 4.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,731,320 | $233.7M | 3.9% | — |
| Impax Asset Management Group plc | 2,813,713 | $176.5M | 2.9% | TRIM -34.2% |
| MORGAN STANLEY | 2,717,566 | $170.4M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 7,930,566 | 10,417,815 | +31.4% | $653.4M |
| Impax Asset Management Group plc | TRIM | 4,278,219 | 2,813,713 | -34.2% | $176.5M |
| UBS Group AG | DOUBLED | 921,583 | 2,473,535 | +168.4% | $155.1M |
| NORGES BANK | NEW | — | 1,454,608 | — | $91.2M |
| Gotham Asset Management, LLC | DOUBLED | 288,196 | 765,609 | +165.7% | $48.0M |
| Boston Trust Walden Corp | TRIM | 1,050,930 | 587,999 | -44.0% | $36.9M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 229,719 | 542,709 | +136.2% | $34.0M |
| Assenagon Asset Management S.A. | DOUBLED | 8,703 | 489,264 | +5521.8% | $30.7M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 171,539 | 405,093 | +136.2% | $25.4M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 744,400 | 397,499 | -46.6% | $24.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
24 insiders, 50 transactions. Net -$110.6K — $0.00 bought, $110.6K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 1, 2026 | Anderson Carrie L | EVP & CFO | AWARD | 32,060 | $62.38 | $2.0M |
| Apr 23, 2026 | Saak Aaron W | Director | AWARD | 2,296 | $65.34 | $150.0K |
| Apr 13, 2026 | Fister Todd W | Director | AWARD | 2,262 | $66.32 | $150.0K |
| Apr 13, 2026 | HOLT VICTORIA M | Director | AWARD | 2,262 | $66.32 | $150.0K |
| Apr 13, 2026 | Kadri Ilham | Director | AWARD | 2,262 | $66.32 | $150.0K |
| Apr 13, 2026 | Larsen Michael M | Director | AWARD | 2,262 | $66.32 | $150.0K |
| Apr 13, 2026 | MAPES CHRISTOPHER L | Director | AWARD | 2,262 | $66.32 | $150.0K |
| Apr 13, 2026 | MARTIN LOIS M | Director | AWARD | 2,262 | $66.32 | $150.0K |
| Apr 13, 2026 | SMITH MARK D | Director | AWARD | 2,262 | $66.32 | $150.0K |
| Apr 13, 2026 | Saak Aaron W | Director | AWARD | 2,262 | $66.32 | $150.0K |
Congressional trades
AOS trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Sep 23, 2025 | Julie Johnson | D | HOUSE | SELL | $1,001 - $15,000 | A. O. Smith Corp | Aug 6, 2026(318d) |
| Sep 23, 2025 | Julie Johnson | D | HOUSE | BUY | $1,001 - $15,000 | A. O. Smith Corp | Aug 6, 2026(318d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AOS.
Shares short
10,608,536
Settlement Sep 15, 2026
Change vs prior
+1.2%
Semi-monthly cycle
Days to cover
8.3
At avg daily volume
Of shares outstanding
≈7.8%
Estimate — not % of float
All AOS filing & press-release reports (5)
- 8-K reportJul 30, 2026
- PRESS-RELEASE reportJul 13, 2026
- 8-K reportJun 23, 2026
- 8-K reportMay 19, 2026
- 8-K reportApr 17, 2026