Analyst Price Targets — AOS
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| July 31, 2026 11:15 am | — | Stifel Nicolaus | $70.00 | $59.81 | TheFly | A.O. Smith price target lowered to $70 from $76 at Stifel |
| July 20, 2026 11:38 am | Nathan Jones | Stifel Nicolaus | $76.00 | $58.85 | StreetInsider | AO Smith (AOS) PT Raised to $76 at Stifel Into Earnings |
| June 10, 2026 11:29 am | — | Oppenheimer | $75.00 | $59.23 | TheFly | A.O. Smith price target lowered to $75 from $80 at Oppenheimer |
| May 4, 2026 12:54 pm | — | D.A. Davidson | $67.00 | $59.61 | TheFly | A.O. Smith price target lowered to $67 from $75 at DA Davidson |
| May 1, 2026 12:55 pm | — | Robert W. Baird | $70.00 | $60.36 | TheFly | A.O. Smith price target lowered to $70 from $75 at Baird |
| May 1, 2026 12:40 pm | Bryan Blair | Oppenheimer | $80.00 | $60.32 | TheFly | A.O. Smith price target lowered to $80 from $85 at Oppenheimer |
| May 1, 2026 11:07 am | Nathan Jones | Stifel Nicolaus | $75.00 | $61.84 | TheFly | A.O. Smith price target lowered to $75 from $78 at Stifel |
| April 14, 2026 11:20 am | Nathan Jones | Stifel Nicolaus | $78.00 | $67.18 | TheFly | A.O. Smith price target lowered to $78 from $85 at Stifel |
| February 12, 2026 11:35 pm | Susan Maklari | Goldman Sachs | $69.00 | $79.62 | TheFly | A.O. Smith price target raised to $69 from $63 at Goldman Sachs |
| February 2, 2026 2:49 pm | Matt Summerville | D.A. Davidson | $75.00 | $74.31 | StreetInsider | DA Davidson Reiterates Neutral Rating on AO Smith (AOS) |
Latest News for AOS
A. O. Smith is rated Buy due to resilient replacement demand, energy-efficiency tailwinds, and an attractive valuation. Approximately 80-85% of North American water heater demand is replacement-driven, providing downside protection and medium-term growth potential. Earnings are expected to recover from Q4 2026, driven by pricing realization, cost savings, and a favorable product mix shift.
AOS benefits from strong North America boiler demand, acquisitions and shareholder returns, though China weakness and rising costs pose challenges.
Amundi decreased its position in shares of A. O. Smith Corporation (NYSE: AOS) by 86.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 115,540 shares of the industrial products company's stock after selling 733,620 shares during the period. Amundi
Industrial dividend growers rarely make headlines the way REITs or telecoms do, yet they quietly compound income year after year through cycles most investors ignore.
The top five contributors for the quarter were MKS, Amphenol, Arista Networks, Bio-Techne, and Waters. The bottom five detractors for the quarter were Ross Stores, Arch Capital, Copart, Gartner, and Brown & Brown. We purchased shares in Verisk Analytics, the dominant provider of data and analytics to property and casualty insurers in the U.S.
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Insider Trading
Insider Trading
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Senate Trading
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U.S. House Trading
House Trades Disclosures
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Options Chain
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