AOSIndustrials · Specialty Industrial MachineryThe 13 Wall Street analysts covering A. O. Smith Corp. hold a median 12-month price target of $66 — +4.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 59 of 100 as at 28 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores A. O. Smith Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (98): The share price has been relatively steady.
Momentum (35): The shares have been drifting down relative to others.
Size (17): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on AOS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +4.0% from it.
Of the 20 most recent actions, 1 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 Oct 2026 | Oppenheimer | Maintains | Outperform | $75 → $72 |
| 19 Oct 2026 | Stifel | Downgrade | Hold | $70 → $59 |
| 31 July 2026 | Citigroup | Maintains | Neutral | — |
| 31 July 2026 | Citigroup | Maintains | Neutral | $65 → $64 |
| 31 July 2026 | Stifel | Maintains | Buy | — |
| 31 July 2026 | Stifel | Maintains | Buy | $76 → $70 |
| 20 July 2026 | Stifel | Maintains | Buy | $75 → $76 |
| 20 July 2026 | Stifel | Maintains | Buy | — |
| 10 June 2026 | Oppenheimer | Maintains | Outperform | $80 → $75 |
| 10 June 2026 | Oppenheimer | Maintains | Outperform | — |
| 15 May 2026 | JP Morgan | Downgrade | Underweight | — |
| 4 May 2026 | Citigroup | Maintains | Neutral | — |
| 4 May 2026 | DA Davidson | Maintains | Neutral | — |
| 1 May 2026 | Baird | Maintains | Neutral | — |
| 1 May 2026 | JP Morgan | Maintains | Neutral | — |
| 1 May 2026 | Oppenheimer | Maintains | Outperform | — |
| 14 Apr 2026 | Stifel | Maintains | Buy | — |
| 13 Apr 2026 | Citigroup | Maintains | Neutral | — |
| 13 Apr 2026 | Goldman Sachs | Maintains | Sell | — |
| 2 Feb 2026 | DA Davidson | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
AOS appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 29 Oct 2026, A. O. Smith Corp. returned −1.0% against +13.1% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 42% of US stocks
Cheaper than 49% of US stocks
Cheaper than 21% of US stocks
Cheaper than 33% of US stocks
Higher than 27% of US stocks
Higher than 22% of US stocks
Higher than 47% of US stocks
Higher than 78% of US stocks
Higher than 75% of US stocks
Higher than 86% of US stocks
Higher than 95% of US stocks
Higher than 82% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
A. O. Smith Corp. has a market value of $8.4B and an enterprise value of $8.9B.
Revenue in the twelve months to 30 June 2026: $3.8B. The latest quarter shrank 0.7% year on year.
Net income over the same four quarters: $500.3M, a 13.1% net margin.
Diluted earnings per share, trailing twelve months: $3.59.
Free cash flow in the twelve months to 30 June 2026: $639.4M, after $52.9M of capital spending.
A. O. Smith Corp. spent $311.9M on share buybacks and $198.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 17.0×; forward P/E: 15.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.37%, paying out 40% of earnings.
A. O. Smith Corp. employs 11,500 people — $331K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own A. O. Smith Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
A. O. Smith held its Q3 2026 earnings call on October 29, 2026. The excerpt identifies company participants and conference call attendees but provides no discussion of results or business developments.
Why it matters — AOS watchers can note that the earnings call took place, though the supplied excerpt contains no substantive financial or operating information.
A. O. Smith beat third-quarter earnings estimates, with boiler growth and pricing benefits offsetting weaker water heater demand. Its China divestiture is reshaping the company’s 2026 outlook.
Why it matters — AOS watchers may care about the offsetting demand trends and the effect of the China divestiture on the company’s outlook.
A Zacks Investment Research item examines A.O. Smith’s Q3 results for the quarter ended September 2026, focusing on how key metrics compared with Wall Street estimates and year-ago values.
Why it matters — AOS watchers may find the metric comparisons useful for understanding quarterly performance beyond the top- and bottom-line numbers.
A.O. Smith reported quarterly earnings of $0.93 per share, above the Zacks Consensus Estimate of $0.90. Earnings were $0.94 per share in the year-ago quarter.
Why it matters — AOS watchers may note that quarterly earnings exceeded the consensus estimate, while remaining slightly below the year-ago figure.
A. O. Smith reported third-quarter 2026 sales of $941 million, net earnings of $126 million and diluted EPS of $0.93. North America sales rose 3%, while Rest of World sales fell 7%; the company also updated full-year guidance to exclude China and said CPE will acquire an 81% interest in its China business, with A. O. Smith retaining 19%.
Why it matters — Investors are tracking the differing regional sales trends, revised guidance excluding China, and the planned change in ownership of the China business.
The 13 Wall Street analysts covering A. O. Smith Corp. have a median 12-month price target of $66, with estimates ranging from $55 to $80. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 13 analysts covering A. O. Smith Corp., 3 rate it a Buy, 8 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks A. O. Smith Corp. 59 out of 100 across roughly 4,600 US stocks as at 28 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 28 Oct 2026, A. O. Smith Corp. ranks 59 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (98 of 100).
No one can know that. What the data says: the median 12-month target from 13 analysts implies +4.0% from the last close, and Ticker Nerd's factor model ranks A. O. Smith Corp. 59 out of 100 as at 28 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering A. O. Smith Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AOS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $55 to $80 over the next 12 months.
A. O. Smith Corp. returned -1.0% over the 12 months to 29 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
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The most recent item we track (Seeking Alpha, 29 Oct 2026): "A. O. Smith Corporation (AOS) Q3 2026 Earnings Call Transcript". A. O. Smith held its Q3 2026 earnings call on October 29, 2026. The excerpt identifies company participants and conference call attendees but provides no discussion of results or business developments.
A. O. Smith Corporation is a global water technology company that develops and manufactures water heating and water treatment solutions for residential and commercial customers. Its product range includes gas and electric water heaters, boilers, heat pumps, storage tanks, and filtration and purification systems used in homes, businesses, and light industrial settings. The company serves markets across North America, China, Europe, and India, with offerings tailored to local water quality, energy-efficiency, and installation requirements. A. O. Smith Corporation also provides commercial water heating equipment and related solutions for building operators, contractors, and original equipment customers. Based in Milwaukee, Wisconsin, the company remains a significant name in the building products and water technology sectors, with a business centered on essential systems that support heating, hot water delivery, and water quality management.
CEO Mr. Stephen M. Shafer · 11,500 employees · United States · https://www.aosmith.com
