Smith A O Corp (New York Stock Exchange:AOS)
| Market Cap | 8.67B-2.6% |
| Revenue (ttm) | 3.80B-0.7% |
| Net Income | 494.60M-6.8% |
| EPS | 3.58-3.5% |
| Shares Out | 134.33M |
| PE Ratio | 18.03 |
| Forward PE | 16.95 |
| Dividend | $1.46(2.26%) |
| Ex-Dividend Date | Oct 30, 2026 |
| Volume | 2,041,686 |
| Open | 64.76 |
| Previous Close | 66.57 |
| Day's Range | 64.17 - 65.22 |
| 52-Week Range | 54.16 - 81.87 |
| Beta | 1.04 |
| Analysts | Hold |
| Price Target | 63.00(-2.40%) |
| Earnings Date | Feb 4, 2027 |
Insiders filed in the last 90 days, but none of those trades qualified for scoring — round-trip buys and filings whose price is far off the market are excluded.
About AOS
A. O. Smith Corporation (AOS) is a global manufacturer and marketer specializing in a comprehensive array of water heating and treatment solutions. Its operations span North America, China, Europe, and India, organized into two primary geographic segments: North America and Rest of World. The company's product portfolio is extensive, featuring residential and commercial water heaters (gas, heat pump, and electric models), boilers, storage tanks, and various water treatment systems. These products cater to a wide range of applications, including homes, apartments, and condominiums, as well as commercial entities such as restaurants, hotels, office buildings, laundries, car washes, small businesses, hospitals, and schools. Specific offerings include diverse water treatment products like point-of-entry water softeners, well water purification systems, whole-home filtration units, portable filtration bottles, point-of-use carbon filters, and reverse osmosis systems, designed for residential, restaurant, hotel, and office use. A. O. Smith also supplies food and beverage filtration products, expansion tanks, commercial solar water heating installations, and heaters for swimming pools and spas, along with associated components. Advanced heating solutions further encompass heat pumps, electric wall-hung units, gas tankless heaters, combi-boilers, and integrated heat pump and solar water heaters. Products are primarily sold under established brands such as A. O. Smith, State, and Lochinvar, in addition to specialized water softener brands. The company leverages various distribution channels, including independent wholesale plumbing distributors, retail outlets like hardware and home center chains, and manufacturer representative firms. Its Aquasana-branded products are sold directly to consumers through e-commerce platforms and other online retailers. Founded in 1874, A. O. Smith Corporation maintains its corporate headquarters in Milwaukee, Wisconsin.
What Are Insiders Doing?
View the trades behind this meter — each links to its SEC Form 4 →
Open-market Form 4 purchases (code P) vs sales (code S) on file for this company. Grants, option exercises and tax withholdings are excluded. Informational only.
Analyst consensus
3 firms rating AOS in the last 3 months, one vote each. Issuer-paid research is not counted.
Next catalysts
- Feb 4, 2027Earnings report
Ask Barron about AOS
$AOS stock is featured in our Insider Score Rankings, Congress Trading, and Insider Trades datasets.
→ All Stock ListsCongress Trading
Recent trades of AOS by members of U.S. Congress
| Politician | Type | Traded |
|---|---|---|
| Julie JohnsonHouse / D | Sale$1.00K – $15.00K | Sep 25, 2025 |
| Julie JohnsonHouse / D | Sale$1.00K – $15.00K | Sep 23, 2025 |
| Julie JohnsonHouse / D | Purchase$1.00K – $15.00K | Sep 23, 2025 |
| Jared MoskowitzHouse / D | Sale$1.00K – $15.00K | Nov 8, 2024 |
| Jared MoskowitzHouse / D | Sale$1.00K – $15.00K | Nov 7, 2024 |
| Jared MoskowitzHouse / D | Purchase$1.00K – $15.00K | Jul 14, 2023 |
| Jared MoskowitzHouse / D | Purchase$1.00K – $15.00K | Jul 13, 2023 |
| Michael T. McCaulHouse / R | Sale$15.00K – $50.00K | Feb 2, 2022 |
Recently reported changes in AOS holdings by institutional investors
Latest 0 13F filings · Source: SEC EDGAR
View all institutional owners →Insider Trading
Quarterly net insider trading by AOS's directors and management
Source: SEC EDGAR (Form 4)
Corporate Lobbying
AOS Estimated quarterly lobbying spending
Source: U.S. Senate LDA
AOS Revenue by Segment or Geography
| Segment | Revenue | % of All |
|---|---|---|
| Cost of products sold | $575.80M | 76.75% |
| Earnings | $174.40M | 23.25% |
As of: Q3 2026 (Sep 30, 2026) · Source: SEC EDGAR (10-Q)
U.S. Patents
New AOS patent grants
Source: USPTO Open Data Portal
Government Contracts
Estimated quarterly amount awarded to AOS from public contracts
Source: USAspending.gov
Top ETF Holders
ETFs with the largest estimated holdings in AOS
| ETF | Est. Holding Size |
|---|---|
| RSPInvesco S&P 500 Equal Weight ETF | $231.61M |
| VTIVanguard Morningstar Total Stock Market ETF | $195.29M |
| NOBLProShares - S&P 500 Dividend Aristocrats ETF | $184.93M |
| VOOVanguard S&P 500 ETF | $162.93M |
| VBVanguard Morningstar Small-Cap ETF | $139.70M |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | $99.13M |
Estimated from each fund’s disclosed top holdings × AUM
AOS Insider Score
Our composite score: insider buying, sector, volume, tone & dilution
Bull Case vs Bear Case
AI-generated from AOS’s recent data — informational, not investment advice
Insider Score
Our 0–100 Insider Score and the signals behind it.
Manufacturing: 97 sector peers carry a ranked score; this one has no qualifying buying in the window · sector average 70.4
What’s Behind the Score
News check: Goldman Sachs price target cut and mixed analyst views offset market growth tailwinds in water heating and treatment sectors.
