A. O. Smith Corporation

AOS · NYSE · USD

PoliticiansInstitutionalInsiders

Current holders

Politician	Disclosed
Greg Gianforte R · HOUSE · MT	$150K – $550K $175K – $671K today 4 filings · last Jun 12, 2019
Thomas J. Rooney R · HOUSE · FL	−$22K – $118K −$24K – $182K today 10 filings · last Jan 12, 2018
Ro Khanna D · HOUSE · CA	−$139K – $155K −$162K – $164K today 21 filings · last Jun 30, 2026
Donna E. Shalala D · HOUSE · FL	−$13K – $29K −$18K – $34K today 3 filings · last Jun 24, 2019
Lois Frankel D · HOUSE · FL	−$28K – $28K −$23K – $38K today 4 filings · last Sep 8, 2023
Dean Phillips D · HOUSE · MN	−$14K – $14K −$22K – $19K today 2 filings · last Feb 28, 2020
Jared Moskowitz D · HOUSE · FL	−$14K – $14K −$12K – $12K today 2 filings · last Nov 8, 2024
Julie Johnson D · HOUSE · TX	−$29K – $13K −$25K – $11K today 3 filings · last Sep 25, 2025
Michael T. McCaul R · HOUSE · TX	−$341K – $202K −$270K – $362K today 21 filings · last Feb 2, 2022

Recent transactions

Trades from Jan 18, 2019 – Sep 23, 2025

Politician	Type	Filed after	Amount
Julie Johnson D · HOUSE · TX-32	Sell	316 days Sep 23, 2025 → Aug 5, 2026	≥$1K
Julie Johnson D · HOUSE · TX-32	Buy	316 days Sep 23, 2025 → Aug 5, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Sell	6 days Jun 30, 2026 → Jul 6, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Buy	17 days Apr 24, 2026 → May 11, 2026	≥$1K
Julie Johnson D · HOUSE · TX-32	Sell	12 days Sep 25, 2025 → Oct 7, 2025	≥$1K
Ro Khanna D · HOUSE · CA-17	Sell	16 days Jun 23, 2025 → Jul 9, 2025	≥$1K
Ro Khanna D · HOUSE · CA-17	Sell	33 days Apr 9, 2025 → May 12, 2025	≥$1K
April McClain Delaney D · HOUSE · MD-6	Sell	16 days Apr 16, 2025 → May 2, 2025	≥$1K
April McClain Delaney D · HOUSE · MD-6	Sell	22 days Apr 10, 2025 → May 2, 2025	≥$1K
Ro Khanna D · HOUSE · CA-17	Buy	29 days Mar 12, 2025 → Apr 10, 2025	≥$1K

Congressional trading data provided by QuiverQuant

Institutional

Investors holding

632

13F shares

127.1M

Total invested

$8.0B

Ownership

91.3%

New positions

Closed positions

101

Increased positions

315

Reduced positions

231

Put/Call ratio

1.11

Holder	Reported	Shares	Value	Δ Qtr
FMR LLC	8/13/2026	10.4M	$653.4M	+31.36%
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VANGUARD CAPITAL MANAGEMENT LLC	8/13/2026	7.3M	$457.0M	−0.64%
VANGUARD PORTFOLIO MANAGEMENT LLC	8/13/2026	7.1M	$442.3M	−0.68%
STATE STREET CORP	9/22/2026	6.6M	$412.8M	+14.28%
INVESCO LTD.	8/14/2026	5.5M	$347.2M	+17.04%
AMERICAN CENTURY COMPANIES INC	8/12/2026	4.7M	$296.4M	+12.13%
GEODE CAPITAL MANAGEMENT, LLC	8/12/2026	3.7M	$233.7M	−5.28%
IMPAX ASSET MANAGEMENT GROUP PLC	8/11/2026	2.8M	$176.5M	−34.23%
MORGAN STANLEY	8/13/2026	2.7M	$170.4M	−24.09%
PROSHARE ADVISORS LLC	8/11/2026	2.5M	$157.1M	+8.44%
UBS GROUP AG	8/13/2026	2.5M	$155.1M	+168.40%
FIRST TRUST ADVISORS LP	8/11/2026	2.3M	$144.3M	+6.10%
DIMENSIONAL FUND ADVISORS LP	8/11/2026	2M	$127.7M	+3.88%
EARNEST PARTNERS LLC	8/13/2026	2M	$123.7M	−2.75%
BANK OF AMERICA CORP /DE/	8/14/2026	1.6M	$97.2M	−8.16%
1832 ASSET MANAGEMENT L.P.	8/13/2026	1.5M	$92.1M	+17.82%
MADISON ASSET MANAGEMENT, LLC	8/10/2026	1.5M	$92.0M	+28.38%
NORGES BANK	8/12/2026	1.5M	$91.2M	—
BANK OF NEW YORK MELLON CORP	8/6/2026	1.4M	$89.3M	−0.11%
RIVER ROAD ASSET MANAGEMENT, LLC	7/17/2026	1.3M	$84.5M	—
SEI INVESTMENTS CO	8/14/2026	1.3M	$83.5M	−1.15%
TALARIA ASSET MANAGEMENT PTY LTD	8/14/2026	1.2M	$75.3M	+53.17%
NORTHERN TRUST CORP	8/13/2026	1.2M	$73.6M	−0.60%
NATIXIS ADVISORS, L.P.	8/14/2026	1.2M	$72.6M	+6.94%

Insider transactions

Insider	Type	Transacted	Price	Date
Anderson Carrie L		0	—	Jul 1
Anderson Carrie L	A-AWARD	32.1K	—	Jul 1

Analyst consensus

Hold30 analysts

Bearish · 2 · Hold · 19 · Bullish · 9

Earnings history

	EPS	Estimate
Q3 2024	$0.82	$0.83	Miss
Q4 2024	$0.85	$0.90	Miss
Q1 2025	$0.95	$0.91	Beat
Q2 2025	$1.07	$0.97	Beat
Q3 2025	$0.94	$0.91	Beat
Q4 2025	$0.90	$0.84	Beat
Q1 2026	$0.85	$0.94	Miss
Q2 2026	$1.03	$0.96	Beat

Peers

Company overview

IPO dateSep 30, 1983

CEOStephen Shafer

Employees11,500

SectorIndustrials

IndustryIndustrial - Machinery

CountryUS

ExchangeNew York Stock Exchange

Websitewww.aosmith.com

A. O. Smith Corporation (AOS) is a global manufacturer and marketer specializing in a comprehensive array of water heating and treatment solutions. Its operations span North America, China, Europe, and India, organized into two primary geographic segments: North America and Rest of World. The company's product portfolio is extensive, featuring residential and commercial water heaters (gas, heat pump, and electric models), boilers, storage tanks, and various water treatment systems. These products cater to a wide range of applications, including homes, apartments, and condominiums, as well as commercial entities such as restaurants, hotels, office buildings, laundries, car washes, small businesses, hospitals, and schools. Specific offerings include diverse water treatment products like point-of-entry water softeners, well water purification systems, whole-home filtration units, portable filtration bottles, point-of-use carbon filters, and reverse osmosis systems, designed for residential, restaurant, hotel, and office use. A. O. Smith also supplies food and beverage filtration products, expansion tanks, commercial solar water heating installations, and heaters for swimming pools and spas, along with associated components. Advanced heating solutions further encompass heat pumps, electric wall-hung units, gas tankless heaters, combi-boilers, and integrated heat pump and solar water heaters. Products are primarily sold under established brands such as A. O. Smith, State, and Lochinvar, in addition to specialized water softener brands. The company leverages various distribution channels, including independent wholesale plumbing distributors, retail outlets like hardware and home center chains, and manufacturer representative firms. Its Aquasana-branded products are sold directly to consumers through e-commerce platforms and other online retailers. Founded in 1874, A. O. Smith Corporation maintains its corporate headquarters in Milwaukee, Wisconsin.

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