A. O. Smith Corporation (AOS)
Industrials · NYQ
Price as at 30 Sept 2026, 16:01 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
A. O. Smith Corporation trades at $57.62, which is 45% above the $31.88 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 60 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 15.9 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
AOS dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2026 (year to date) | $1.08 | 3 |
| 2025 | $1.38 | 4 |
| 2024 | $1.30 | 4 |
| 2023 | $1.22 | 4 |
| 2022 | $1.14 | 4 |
| 2021 | $1.06 | 4 |
| 2020 | $0.980 | 4 |
| 2019 | $0.900 | 4 |
| 2018 | $0.760 | 4 |
| 2017 | $0.560 | 4 |
| 2016 | $0.480 | 4 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
AOS earnings and analyst estimates
Recommendation mix, 13 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About A. O. Smith Corporation
A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; boilers for hospitals, schools, hotels, homes, apartments, and condominiums, and other large commercial buildings; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, and point-of-use carbon and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides commercial water treatment and filtration products; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and electric wall-hung, gas tankless, combi-boiler, and heat pump and solar water heaters. The company offers its products under the A. O. Smith, State, Lochinvar, Hague, Water-Right, Master Water, Atlantic Filter, Impact, and Water Tec brands. It distributes its products through independent wholesale plumbing distributors, as well as to retail channels consisting of hardware and home center chains, and manufacturer representative firms, as well as offers Aquasana branded products directly to consumers through e-commerce channels; and A. O. Smith branded water treatment products through dealer network and Amazon. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
AOS passes 3 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
13 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Impax Asset Management, Impax Asset Management Group plc$176.48M · 1.1% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$71.46M · 0.0% of book
- Joel Greenblatt, Gotham Asset Management, LLC$48.02M · 0.1% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$28.95M · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$24.93M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in AOS
We hold 13 disclosed trades in AOS by members of Congress and executive-branch officials. The latest 5:
- Julie Johnson · HouseSell · $1,001 - $15,000 · traded 23 Sept 2025 · disclosed 5 Aug 2026
- Julie Johnson · HouseBuy · $1,001 - $15,000 · traded 23 Sept 2025 · disclosed 5 Aug 2026
- April McClain Delaney · HouseSell · $1,001 - $15,000 · traded 16 Apr 2025 · disclosed 2 May 2025
- April McClain Delaney · HouseSell · $1,001 - $15,000 · traded 10 Apr 2025 · disclosed 2 May 2025
- April McClain Delaney · HouseSell · $1,001 - $15,000 · traded 6 Mar 2025 · disclosed 2 Apr 2025
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
AOS peers
The largest companies in the same industry (Specialty Industrial Machinery), then in the same sector.
- SMERY Siemens Energy AG
- SHLRF Schindler Holding AG
- SYM Symbotic Inc.
- VWSYF Vestas Wind Systems A/S
- INIO Innio N.V.
- ITT ITT Inc.
- IEX IDEX Corporation
- NDSN Nordson Corporation
Every industrials company we cover is on the Industrials hub.
Common questions
Is A. O. Smith Corporation (AOS) undervalued?
Against our fair value estimate of $31.88, AOS at $57.62 is 45% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own AOS?
13 of the institutions we track reported a position in AOS in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is AOS's P/E ratio?
AOS trades at 15.9 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Does A. O. Smith Corporation (AOS) pay a dividend?
Yes. A. O. Smith Corporation yields 2.35% at the current share price. It has paid $1.44 per share over the trailing twelve months. It has paid a dividend in each of the last 40 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.
Where does SteadyShares get its AOS data?
Fundamentals for AOS come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 30 Sept 2026, 16:01 UTC and is delayed. Our data quality score for this company is 100/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for AOS, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.