Benzinga · Oct 30, 2026
Citigroup Maintains Neutral on A.O. Smith, Raises Price Target to $67
Citigroup analyst Andrew Kaplowitz maintains A.O. Smith (NYSE:AOS) with a Neutral and raises the price target from $64 to $67.
AO
NYSE · AOS
A. O. Smith Corporation
Industrials · Industrial - Machinery
$63.07
Down-$0.04 (-0.06%)
Updated Nov 2, 2026, 11:45 AM
SID Score
6.6/10
Composite research score
Smart Money
58/100
Neutral
- Market cap
- 11B
- P/E ratio
- 19.98
- Dividend yield
- 2.19%
- 52-week range
- $54.16 – $81.87
- Volume
- 2.5M
- Avg. volume
- 1.35M
Price performance · AOS
AOS price history
1M range · 20 trading sessions · Daily adjusted prices
Prices through Oct 30, 2026
AOS closed at $63.07 after 20 trading sessions, up 10.71% for the selected period.
- Last close
- $63.07
- Period change
- +10.71%
- Period low
- $55.34
- Period high
- $63.49
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 30, 2026 | $63.51 | $64.02 | $62.68 | $63.07 | 2.5M |
| Oct 29, 2026 | $59.98 | $63.51 | $59.98 | $63.49 | 3.16M |
| Oct 28, 2026 | $62.60 | $62.60 | $60.47 | $60.86 | 2.55M |
| Oct 27, 2026 | $62.00 | $62.54 | $61.035 | $62.06 | 1.19M |
| Oct 26, 2026 | $61.98 | $62.62 | $61.76 | $61.91 | 1.72M |
| Oct 23, 2026 | $61.87 | $62.40 | $61.03 | $61.65 | 1.42M |
| Oct 22, 2026 | $59.27 | $62.61 | $59.235 | $62.47 | 1.9M |
| Oct 21, 2026 | $59.50 | $59.89 | $58.88 | $59.65 | 1.11M |
| Oct 20, 2026 | $58.74 | $59.57 | $58.485 | $59.54 | 1.31M |
| Oct 19, 2026 | $58.25 | $59.12 | $58.00 | $58.68 | 1.28M |
| Oct 16, 2026 | $59.75 | $60.7913 | $58.805 | $59.22 | 1.74M |
| Oct 15, 2026 | $58.71 | $59.85 | $58.64 | $59.47 | 1.8M |
| Oct 14, 2026 | $57.66 | $57.87 | $56.91 | $57.83 | 1.6M |
| Oct 13, 2026 | $57.11 | $57.95 | $56.85 | $57.89 | 1.71M |
| Oct 12, 2026 | $55.88 | $57.05 | $55.88 | $56.60 | 1.29M |
| Oct 9, 2026 | $56.90 | $57.27 | $56.165 | $56.38 | 2.26M |
| Oct 8, 2026 | $54.85 | $56.60 | $54.84 | $56.56 | 1.61M |
| Oct 7, 2026 | $56.15 | $56.34 | $54.55 | $55.34 | 1.37M |
| Oct 6, 2026 | $57.24 | $57.88 | $56.77 | $56.90 | 1.12M |
| Oct 5, 2026 | $56.23 | $57.24 | $55.60 | $56.97 | 1.46M |
Latest AOS news
The latest Smart Investors Daily articles mentioning AOS.
Stock researchCompany · Overview
Company
Market Activity
Research & News
AOS research
Overview
Company profile and research snapshot.
Company profile
A.O. Smith Corp manufactures a broad lineup of water heaters, boilers, and water treatment products. The company has two reporting segments: North America (75% of sales) and the rest of the world (25% of sales). A.O. Smith is the manufacturer of water heaters in North America for the residential and commercial markets, with approximately 37% and 54% market share, respectively. Residential water heaters account for the majority of North American sales and are distributed equally through wholesale and retail channels. The majority of A.O. Smith's international revenue is from China, a market the company entered during the mid-1990s. However, the firm announced a strategic review of its China operations.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Hold
- Average target
- $78.00
- Implied upside
- —
- Analysts
- 18
| Date | Firm | Rating | Target |
|---|---|---|---|
| Oct 30, 2026 | Citigroup | Neutral | — |
| Oct 21, 2026 | Oppenheimer | Outperform | — |
| Oct 19, 2026 | Stifel | Hold | — |
| Jul 31, 2026 | Stifel | Buy | — |
| Jul 31, 2026 | Citigroup | Neutral | — |
News briefing
Generated Nov 1, 2026, 9:07 PM
Why Is AOS Flat Today?
A.O. Smith Corporation is virtually unchanged today despite a flurry of corporate developments and analyst activity. The lack of meaningful price movement suggests the market is digesting a mixed bag of news, including a strategic China business transition and a modest analyst price target increase.
Bottom line: A.O. Smith faces a transitional period marked by the strategic reshaping of its China operations, a move that presents both risks and opportunities depending on execution. While Citigroup's modest price target implies limited downside, the lack of bullish catalysts and the bearish implications of exiting a major market suggest investors remain cautiously neutral; the next catalyst will likely come from earnings growth or details on capital redeployment.
Yahoo · Oct 30, 2026
A. O. Smith Q3 Earnings Call Highlights
A. O. Smith (NYSE:AOS) reported third-quarter sales of $941 million, essentially unchanged from a year earlier, and earnings per share of $0.93, while outlining plans to sell a majority interest in its China business and sharpen its focus on North American water-related markets. Chairman, President
Yahoo · Oct 30, 2026
A. O. Smith (AOS) Agrees To Transfer Majority Stake In China Business
A. O. Smith (NYSE:AOS) agreed to sell a majority stake in its China business to CPE, while keeping a minority interest. The agreement includes a long-term license that lets CPE keep using the A. O. Smith brand in the Chinese market. The deal is expected to provide A. O. Smith with substantial cash proceeds that can be redeployed across its portfolio. The decision to sell control of the China unit and retain a smaller position fits into a broader pattern our research has uncovered. We have...
Yahoo · Oct 29, 2026
A. O. Smith Corporation Q3 2026 Earnings Call Summary
Moby summary of A. O. Smith Corporation's Q3 2026 earnings call
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