Peterson Wealth Services Grows Stock Holdings in AAON, Inc. $AAON

Posted by Brenda Bartman on Jun 12th, 2026

Peterson Wealth Services lifted its position in shares of AAON, Inc. (NASDAQ:AAON – Free Report) by 306.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,692 shares of the construction company’s stock after buying an additional 5,046 shares during the quarter. Peterson Wealth Services’ holdings in AAON were worth $510,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. EverSource Wealth Advisors LLC increased its holdings in AAON by 30.2% during the third quarter. EverSource Wealth Advisors LLC now owns 435 shares of the construction company’s stock valued at $41,000 after buying an additional 101 shares during the period. Huntington National Bank increased its holdings in AAON by 21.1% during the fourth quarter. Huntington National Bank now owns 689 shares of the construction company’s stock valued at $53,000 after buying an additional 120 shares during the period. Jones Financial Companies Lllp increased its holdings in AAON by 59.5% during the third quarter. Jones Financial Companies Lllp now owns 378 shares of the construction company’s stock valued at $34,000 after buying an additional 141 shares during the period. Hantz Financial Services Inc. increased its holdings in AAON by 20.8% during the fourth quarter. Hantz Financial Services Inc. now owns 1,052 shares of the construction company’s stock valued at $80,000 after buying an additional 181 shares during the period. Finally, Smartleaf Asset Management LLC grew its stake in AAON by 14.7% in the second quarter. Smartleaf Asset Management LLC now owns 1,649 shares of the construction company’s stock valued at $121,000 after purchasing an additional 211 shares during the last quarter. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have issued reports on AAON. William Blair reiterated an “outperform” rating on shares of AAON in a research note on Monday, March 2nd. Zacks Research upgraded AAON from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 11th. Oppenheimer reiterated an “outperform” rating on shares of AAON in a research note on Friday, May 8th. Finally, Wall Street Zen upgraded AAON from a “sell” rating to a “hold” rating in a research note on Saturday, February 14th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $107.75.

Check Out Our Latest Report on AAON

AAON Price Performance

NASDAQ AAON opened at $128.64 on Friday. The firm’s fifty day simple moving average is $114.43 and its two-hundred day simple moving average is $97.50. The company has a current ratio of 2.62, a quick ratio of 1.75 and a debt-to-equity ratio of 0.46. AAON, Inc. has a 12-month low of $62.00 and a 12-month high of $150.46. The firm has a market capitalization of $10.54 billion, a P/E ratio of 89.96, a P/E/G ratio of 3.39 and a beta of 1.39.

AAON (NASDAQ:AAON – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The construction company reported $0.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.31 by $0.17. AAON had a net margin of 7.30% and a return on equity of 13.67%. The business had revenue of $496.94 million for the quarter, compared to analyst estimates of $381.08 million. During the same period in the previous year, the company earned $0.37 earnings per share. The business’s revenue for the quarter was up 54.3% on a year-over-year basis. Analysts forecast that AAON, Inc. will post 2.23 EPS for the current fiscal year.

AAON Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Friday, June 5th will be paid a dividend of $0.10 per share. The ex-dividend date is Friday, June 5th. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.3%. AAON’s payout ratio is presently 27.97%.

Insider Buying and Selling at AAON

In other news, CAO Rebecca Thompson sold 4,230 shares of the business’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $143.42, for a total transaction of $606,666.60. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Matthew Joseph Tobolski sold 8,000 shares of the business’s stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $135.37, for a total transaction of $1,082,960.00. Following the sale, the chief executive officer directly owned 114,371 shares in the company, valued at $15,482,402.27. This trade represents a 6.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 150,473 shares of company stock valued at $19,516,213. Insiders own 18.09% of the company’s stock.

About AAON

(Free Report)

AAON, Inc (NASDAQ: AAON) is a U.S.-based designer and manufacturer of heating, ventilation and air conditioning (HVAC) equipment for commercial and industrial applications. The company’s product portfolio focuses on rooftop packaged units, water-source heat pumps, chillers and custom-engineered solutions that cater to a wide array of building types, from office complexes and schools to data centers and healthcare facilities.

AAON’s core offerings include rooftop units available in gas, electric and dual-fuel configurations, precision air-conditioning systems for temperature- and humidity-sensitive environments, and modular chillers suited for both indoor and outdoor installations.