A. O. Smith Corporation
At today's price, A. O. Smith Corporation (AOS) is priced for -0.3% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• A. O. Smith runs a focused water-technology business where North American water heaters are roughly two-thirds of revenue, and that installed base throws off replacement demand year after year regardless of the housing cycle. • The biggest specific risk is China, where first-quarter 2026 third-party sales fell 17% in local currency and management now guides the full year to a low-double-digit decline, dragging a segment that is close to a fifth of the company. • Watch the October 2026 Departme
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611 institutional managers reported holding AOS in 13F filings for the quarter ended 2026-03-31. Together they hold about 84% of the company; the top 10 hold 43%. 70 opened new positions that quarter. Held by Vanguard Group, FMR (Fidelity), BlackRock, among others. On the short side, 9.0M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (5.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AOS has cut its share count 13.7% over the past five years, spending $1.64B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 12 years straight; the current rate is $1.38 a share annually. Cash returned over the past three years: $529.20M in dividends and $994.80M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at AOS over the trailing three years. Absence is a fact about the company, not a signal. 20 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AOS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-04-29 | +1.2% | +6.6% |
| 2023-07-29 | -3.8% | -8.4% |
| 2023-10-28 | -1.9% | +21.6% |
| 2024-02-14 | -5.0% | +6.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AOS's latest 8-K filings: 2026-06-22 (items 5.02, 9.01); 2026-05-19 (items 5.02, 9.01); 2026-04-30 (items 2.02, 9.01); 2026-04-17 (items 5.07, 8.01); 2026-01-29 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.