IFG Advisory LLC Has $3.38 Million Stock Position in A. O. Smith Corporation $AOS

Posted by Stanley Muller on May 29th, 2026

IFG Advisory LLC lifted its holdings in shares of A. O. Smith Corporation (NYSE:AOS – Free Report) by 54.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 50,474 shares of the industrial products company’s stock after buying an additional 17,792 shares during the period. IFG Advisory LLC’s holdings in A. O. Smith were worth $3,376,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. JPMorgan Chase & Co. increased its stake in shares of A. O. Smith by 26.4% during the 3rd quarter. JPMorgan Chase & Co. now owns 665,793 shares of the industrial products company’s stock worth $48,876,000 after purchasing an additional 139,117 shares during the last quarter. Earnest Partners LLC increased its stake in shares of A. O. Smith by 1.8% during the 3rd quarter. Earnest Partners LLC now owns 2,082,982 shares of the industrial products company’s stock worth $152,912,000 after purchasing an additional 36,122 shares during the last quarter. First Trust Advisors LP increased its stake in shares of A. O. Smith by 4.6% during the 3rd quarter. First Trust Advisors LP now owns 2,508,947 shares of the industrial products company’s stock worth $184,182,000 after purchasing an additional 109,654 shares during the last quarter. Alps Advisors Inc. increased its stake in shares of A. O. Smith by 19.9% during the 3rd quarter. Alps Advisors Inc. now owns 273,216 shares of the industrial products company’s stock worth $20,057,000 after purchasing an additional 45,299 shares during the last quarter. Finally, Dimensional Fund Advisors LP increased its stake in shares of A. O. Smith by 2.1% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,871,694 shares of the industrial products company’s stock worth $137,393,000 after purchasing an additional 38,694 shares during the last quarter. Institutional investors and hedge funds own 76.10% of the company’s stock.

A. O. Smith Trading Down 0.7%

A. O. Smith stock opened at $57.60 on Friday. The company has a debt-to-equity ratio of 0.31, a quick ratio of 1.00 and a current ratio of 1.56. The business’s 50-day simple moving average is $62.36 and its 200-day simple moving average is $67.73. The firm has a market capitalization of $7.94 billion, a PE ratio of 15.32, a PEG ratio of 1.28 and a beta of 1.23. A. O. Smith Corporation has a 52 week low of $54.16 and a 52 week high of $81.86.

A. O. Smith (NYSE:AOS – Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The industrial products company reported $0.85 EPS for the quarter, missing analysts’ consensus estimates of $0.94 by ($0.09). The business had revenue of $945.60 million during the quarter, compared to the consensus estimate of $974.06 million. A. O. Smith had a return on equity of 28.42% and a net margin of 13.84%.The company’s revenue for the quarter was down 1.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.95 earnings per share. A. O. Smith has set its FY 2026 guidance at 3.600-3.900 EPS. Equities research analysts forecast that A. O. Smith Corporation will post 3.78 earnings per share for the current year.

A. O. Smith Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Thursday, April 30th were issued a $0.36 dividend. The ex-dividend date of this dividend was Thursday, April 30th. This represents a $1.44 dividend on an annualized basis and a yield of 2.5%. A. O. Smith’s dividend payout ratio is 38.30%.

Insiders Place Their Bets

In other A. O. Smith news, SVP Darrell W. Schuh sold 1,104 shares of the stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $74.39, for a total value of $82,126.56. Following the completion of the sale, the senior vice president directly owned 2,201 shares of the company’s stock, valued at $163,732.39. This represents a 33.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.50% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research analysts have recently commented on AOS shares. JPMorgan Chase & Co. restated an “underweight” rating and set a $60.00 price target (down from $65.00) on shares of A. O. Smith in a research note on Friday, May 15th. Weiss Ratings downgraded shares of A. O. Smith from a “hold (c)” rating to a “hold (c-)” rating in a report on Wednesday. The Goldman Sachs Group decreased their price objective on shares of A. O. Smith from $69.00 to $61.00 and set a “sell” rating for the company in a report on Monday, April 13th. Citigroup decreased their price objective on shares of A. O. Smith from $74.00 to $65.00 and set a “neutral” rating for the company in a report on Monday, May 4th. Finally, Wall Street Zen downgraded shares of A. O. Smith from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Two analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Reduce” and a consensus price target of $69.89.

Check Out Our Latest Stock Report on AOS

A. O. Smith Company Profile

(Free Report)

A. O. Smith Corporation, based in Milwaukee, Wisconsin, is a leading manufacturer of water heating and water treatment products for residential and commercial applications. Since its founding in 1874, the company has built a reputation for producing reliable, energy-efficient water heaters, boilers and pressure vessels. Its product portfolio encompasses gas, electric, condensing and tankless water heaters, as well as specialty boilers designed to meet a variety of building and industrial needs.

The company operates through two primary segments: North America and Asia.