Is A. O. Smith Corporation (AOS) a Buy, Sell, or Hold?
NYSE : AOS
A. O. Smith Corporation — Institutional Ownership
$62.44 USD
$1.66 (2.73%)
- Volume
- 1.27M
- Average Volume
- 1.8M
- Market Capitalization
- $8.72B
- P/E Ratio
- 16.61
- Dividend Yield
- 2.27%
- Price Target
- $70.00
- Year High
- $81.87
- Year Low
- $54.16
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.37
- Current Ratio
- $1.56
Institutional Ownership Summary
Institutional Ownership %
6.14%
Investors Holding
150
change: -503 | last: 653
Increased Positions
69
change: -249 | last: 318
Reduced Positions
53
change: -181 | last: 234
New Positions
18
change: -67 | last: 85
Sold Positions
504
change: 405 | last: 99
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: -81.8106 | last: 0.8181
Total Invested
535.9M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-05-06 | FMR LLC | 7.93M | 7.10% |
| 2026-04-29 | Vanguard Capital Management | 8.32M | 7.39% |
| 2026-04-28 | Vanguard Portfolio Management | 7.11M | 6.32% |
| 2026-03-25 | The Vanguard Group | - | 0.00% |
| 2026-02-09 | STATE STREET CORPORATION | 5.91M | 5.20% |
| 2026-02-05 | FMR LLC | 5.73M | 5.10% |
| 2025-11-10 | STATE STREET CORPORATION | 5.45M | 4.80% |
| 2025-10-30 | The Vanguard Group | 14.41M | 12.61% |
| 2025-07-16 | BlackRock, Inc. | 6.95M | 6.00% |
| 2022-02-09 | The Vanguard Group - 23-1945930 | 15.1M | 11.33% |
| 2022-02-10 | STATE STREET CORPORATION | 8.91M | 6.69% |
| 2022-02-01 | (1) BlackRock, Inc. | 9.81M | 7.40% |
| 2021-02-10 | The Vanguard Group - 23-1945930 | 15.09M | 11.14% |
| 2021-02-05 | STATE STREET CORPORATION | 8.47M | 6.26% |
| 2021-01-29 | (1) BlackRock, Inc. | 11.31M | 8.40% |
| 2020-02-13 | STATE STREET CORPORATION | 9.28M | 6.77% |
| 2020-02-12 | The Vanguard Group - 23-1945930 | 15.87M | 11.57% |
| 2020-02-05 | (1) BlackRock, Inc. | 11.66M | 8.50% |
| 2019-02-13 | STATE STREET CORPORATION | 8.95M | 6.20% |
| 2019-02-04 | (1) BlackRock, Inc. | 9.76M | 6.80% |
| 2018-02-14 | STATE STREET CORPORATION | 7.53M | 5.17% |
| 2018-02-12 | STATE STREET CORPORATION | 7.53M | 5.17% |
| 2018-01-23 | (1) BlackRock, Inc. | 9.9M | 6.80% |
| 2017-01-19 | (1) BlackRock, Inc. | 12.47M | 8.40% |
| 2016-02-12 | FMR LLC | 4.71M | 6.29% |
| 2016-02-12 | STATE STREET CORPORATION | 3.75M | 5.00% |
| 2016-02-12 | Abigail P. Johnson | 4.71M | 6.29% |
| 2016-01-25 | (1) BlackRock, Inc. | 5.13M | 6.80% |
| 2015-02-13 | FMR LLC | 7.35M | 9.62% |
| 2015-02-13 | Edward C. Johnson 3d | 7.35M | 9.62% |
| 2015-02-13 | Abigail P. Johnson | 7.35M | 9.62% |
| 2015-02-11 | STATE STREET CORPORATION | 4.84M | 6.30% |
| 2015-02-02 | (1) BlackRock, Inc. | 4.49M | 5.90% |
| 2014-02-13 | 58-1575035 | 1.52M | 1.90% |
| 2014-02-03 | STATE STREET CORPORATION | 5.11M | 6.60% |
| 2014-01-28 | (1) BlackRock, Inc. | 4.91M | 6.30% |
| 2013-02-11 | STATE STREET CORPORATION | 2M | 5.10% |
| 2013-02-01 | (1) BlackRock, Inc. | 3.17M | 8.02% |
| 2012-02-13 | (1) BlackRock, Inc. | 2.89M | 7.41% |
| 2011-08-26 | A. O. Smith Corporation | 2.83M | 6.83% |
| 2011-06-02 | SENATOR INVESTMENT GROUP LP | 1.94M | 5.00% |
| 2011-02-15 | LLC. | 887.82K | 2.30% |
| 2011-02-03 | (1) BlackRock, Inc. | 2.67M | 6.96% |
| 2010-02-12 | FRONTIER CAPITAL MANAGEMENT CO., LLC. | 10.0 | 12.00% |
| 2010-01-29 | BlackRock for purposes of Schedule 13G filings. | 1.79M | 7.11% |
| 2009-04-30 | Smith Family Voting Trust | 4.73M | 18.10% |
| 2008-02-04 | N/A | 2649.0 | 0.10% |
| 2008-02-04 | N/A | 4734.0 | 0.10% |
| 2008-02-04 | 39-6043416 | 9.63M | 32.20% |
| 2007-02-09 | (. | 1.16M | 5.17% |
| 2007-02-02 | (. | 1.16M | 5.17% |
| 2006-02-15 | EIN #36-3099763 | 565.92K | 2.60% |
| 2006-02-14 | 23-1622210 | 1.75M | 8.00% |
| 2006-02-14 | 52-0556948 | 2.28M | 10.50% |
| 2006-02-06 | (. | 1.65M | 7.64% |
| 2005-02-11 | 13-3156718 | - | 0.00% |
| 2005-02-11 | 52-0556948 | 2.4M | 11.40% |
| 2005-02-11 | 23-1622210 | 1.75M | 8.30% |
| 2005-02-14 | Franklin Resources, Inc. (13-2670991) | 1.16M | 5.50% |
| 2005-02-09 | (. | 1.43M | 6.83% |
| 2005-01-31 | EIN #36-3099763 | 1.46M | 6.90% |
| 2005-01-31 | 36-3344166 | 900K | 4.30% |
| 2004-09-10 | EIN #36-3099763 | 2.13M | 10.20% |
| 2004-09-10 | 36-3344166 | 1.34M | 6.40% |
| 2004-02-17 | Abigail P. Johnson | 1.49M | 7.19% |
| 2004-02-17 | FMR Corp. | 1.49M | 7.19% |
| 2004-02-17 | Edward C. Johnson 3d | 1.49M | 7.19% |
| 2004-02-11 | 52-0556948 | 2.47M | 11.90% |
| 2004-02-11 | 23-1622210 | 1.67M | 8.00% |
| 2004-02-06 | (. | 339.8K | 1.70% |
| 2004-02-06 | 13-3156718 | 1.21M | 5.80% |
| 2004-02-02 | 36-3344166 | 1.28M | 6.20% |
| 2004-02-02 | EIN #36-3099763 | 1.34M | 6.50% |
| 2003-02-10 | 23-1622210 | 1.52M | 7.40% |
| 2003-02-10 | 52-0556948 | 2.29M | 11.20% |
| 2003-02-10 | (. | 1.12M | 5.59% |
| 2002-02-14 | 23-1622210 | 1.01M | 6.60% |
| 2002-02-14 | 52-0556948 | 1.73M | 11.40% |
| 2001-02-15 | Perkins, Wolf, McDonnell & Company | 1.34M | 9.00% |
| 2000-02-09 | 23-1622210 | 1.06M | 7.20% |
| 2000-02-09 | 52-0556948 | 1.8M | 12.40% |
| 1999-03-01 | 52-0556948 | 1.49M | 10.20% |
| 1999-03-01 | 23-1622210 | 865K | 5.90% |
| 1999-02-11 | 23-1622210 | 865K | 5.90% |
| 1999-02-11 | 52-0556948 | 1.44M | 9.80% |
| 1998-09-10 | Edward C. Johnson 3d | 27700.0 | 0.19% |
| 1998-09-10 | FMR Corp. | 27700.0 | 0.19% |
| 1998-09-10 | Abigail P. Johnson | 27700.0 | 0.19% |
| 1998-02-11 | FMR Corp. | 898K | 8.03% |
| 1998-02-11 | Abigail P. Johnson | 898K | 8.03% |
| 1998-02-11 | Edward C. Johnson 3d | 898K | 8.03% |
| 1998-01-30 | Corporation | 394.7K | 3.53% |
| 1997-06-02 | Corporation | 1.43M | 10.80% |
| 1997-06-02 | Corporation | 1.15M | 7.66% |
| 1997-02-13 | Edward C. Johnson 3d | 1.75M | 11.64% |
| 1997-02-13 | Abigail P. Johnson | 1.75M | 11.64% |
| 1997-02-13 | 04-2507163) | 1.75M | 11.64% |
| 1997-01-10 | Corporation | 1.15M | 7.66% |
| 1996-02-15 | ###-##-####) | 2M | 13.51% |
| 1996-02-15 | 04-2507163) | 2M | 13.51% |
| 1996-02-15 | ###-##-####) | 2M | 13.51% |
| 1995-02-10 | 04-2507163) | 2.55M | 17.20% |
| 1995-02-10 | ###-##-####) | 2.55M | 17.20% |
AOS Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $66.88 | 139.93M | $9.36B | $174.5M | $192.1M | $9.38B |
| 2024-12-31 | $68.21 | 147M | $10.03B | $239.6M | $216.7M | $10B |
| 2023-12-31 | $82.44 | 149.95M | $12.36B | $339.9M | $155.2M | $12.18B |
| 2022-12-31 | $57.24 | 154.79M | $8.86B | $391.2M | $366.9M | $8.84B |
| 2021-12-31 | $85.85 | 159.91M | $13.73B | $443.3M | $219M | $13.5B |
| 2020-12-31 | $54.82 | 161.53M | $8.86B | $573.1M | $147.6M | $8.43B |
| 2019-12-31 | $47.64 | 165.45M | $7.88B | $374M | $322.7M | $7.83B |
| 2018-12-31 | $42.70 | 168.16M | $7.18B | $259.7M | $221.4M | $7.14B |
| 2017-12-31 | $61.28 | 171.66M | $10.52B | $346.6M | $410.4M | $10.58B |
| 2016-12-31 | $47.35 | 173.44M | $8.21B | $330.4M | $323.6M | $8.21B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65.94 | 139.17M | $9.18B | $185.2M | $656.5M | $9.65B |
| 2025-12-31 | $66.88 | 139.93M | $9.36B | $174.5M | $192.1M | $9.38B |
| 2025-09-30 | $73.41 | 140.9M | $10.34B | $152.7M | $221.4M | $10.41B |
| 2025-06-30 | $65.57 | 143.44M | $9.41B | $177.9M | $331.6M | $9.56B |
| 2025-03-31 | $65.36 | 144.41M | $9.44B | $173M | $295M | $9.56B |
| 2024-12-31 | $68.21 | 145.76M | $9.94B | $239.6M | $216.7M | $9.92B |
| 2024-09-30 | $89.83 | 145.58M | $13.08B | $219.3M | $143.2M | $13B |
| 2024-06-30 | $80.18 | 146.47M | $11.74B | $216.1M | $165.1M | $11.69B |
| 2024-03-31 | $89.08 | 147.18M | $13.11B | $251.6M | $146.1M | $13.01B |
| 2023-12-31 | $82.44 | 147.53M | $12.16B | $339.9M | $155.2M | $11.98B |
| 2023-09-30 | $66.13 | 150.1M | $9.93B | $281M | $155.6M | $9.8B |
| 2023-06-30 | $72.78 | 150.48M | $10.95B | $378.9M | $232M | $10.8B |