First Trust Advisors LP Boosts Stock Holdings in A. O. Smith Corporation $AOS

Posted by Francis Steltz on Jul 24th, 2026

First Trust Advisors LP lifted its position in A. O. Smith Corporation (NYSE:AOS – Free Report) by 10.4% in the 1st quarter, HoldingsChannel.com reports. The firm owned 2,168,894 shares of the industrial products company’s stock after acquiring an additional 203,846 shares during the quarter. First Trust Advisors LP’s holdings in A. O. Smith were worth $143,017,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in A. O. Smith in the fourth quarter valued at $97,101,000. Madison Asset Management LLC purchased a new stake in shares of A. O. Smith during the 4th quarter worth about $80,885,000. Natixis Advisors LLC grew its position in shares of A. O. Smith by 220.4% during the 4th quarter. Natixis Advisors LLC now owns 1,022,299 shares of the industrial products company’s stock valued at $68,371,000 after acquiring an additional 703,186 shares during the period. Vanguard Group Inc. grew its position in shares of A. O. Smith by 4.7% during the 4th quarter. Vanguard Group Inc. now owns 15,096,018 shares of the industrial products company’s stock valued at $1,009,622,000 after acquiring an additional 683,176 shares during the period. Finally, AQR Capital Management LLC increased its stake in shares of A. O. Smith by 93.2% in the 4th quarter. AQR Capital Management LLC now owns 1,279,356 shares of the industrial products company’s stock valued at $85,563,000 after purchasing an additional 617,179 shares in the last quarter. 76.10% of the stock is owned by hedge funds and other institutional investors.

A. O. Smith Stock Performance

Shares of A. O. Smith stock opened at $59.48 on Friday. A. O. Smith Corporation has a one year low of $54.16 and a one year high of $81.86. The company has a market cap of $8.20 billion, a price-to-earnings ratio of 15.82, a PEG ratio of 1.32 and a beta of 1.16. 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 moving average price is $58.98 and its 200 day moving average price is $65.68.

A. O. Smith (NYSE:AOS – Get Free Report) last issued its earnings results on Thursday, April 30th. The industrial products company reported $0.85 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.94 by ($0.09). A. O. Smith had a net margin of 13.84% and a return on equity of 28.42%. The company had revenue of $945.60 million during the quarter, compared to analysts’ expectations of $974.06 million. During the same quarter in the previous year, the company earned $0.95 earnings per share. The firm’s quarterly revenue was down 1.9% compared to the same quarter last year. A. O. Smith has set its FY 2026 guidance at 3.600-3.900 EPS. On average, research analysts predict that A. O. Smith Corporation will post 3.74 EPS for the current year.

A. O. Smith Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 17th. Investors of record on Friday, July 31st will be issued a $0.36 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $1.44 dividend on an annualized basis and a dividend yield of 2.4%. A. O. Smith’s dividend payout ratio is currently 38.30%.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on AOS shares. Robert W. Baird set a $70.00 price target on A. O. Smith in a research report on Friday, May 1st. The Goldman Sachs Group cut their price objective on A. O. Smith from $69.00 to $61.00 and set a “sell” rating for the company in a research report on Monday, April 13th. Oppenheimer set a $75.00 target price on A. O. Smith and gave the stock an “outperform” rating in a research note on Wednesday, June 10th. Stifel Nicolaus set a $76.00 target price on A. O. Smith and gave the company a “buy” rating in a research report on Monday. Finally, DA Davidson set a $67.00 price target on shares of A. O. Smith and gave the company a “neutral” rating in a research note on Monday, May 4th. Two investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Reduce” and a consensus target price of $69.44.

Check Out Our Latest Stock Report on A. O. Smith

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.