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DCI

Donaldson Co. Inc

Feb 12 • 04:00PM ET

109.94

-0.63 -0.57 %

Industrials • Specialty Industrial Machinery • USA • NYSE

Peers: ITT PNR IR HRL XYL WTS NDSN DOV AME AOS

| Held by: IJH VTI VB VBR VXF SDY MDY XMHQ SPMD SDVY

Index	-	P/E	34.30	EPS (ttm)	3.21	Insider Own	0.83%	Shs Outstand	115.51M	Perf Week	2.69%
Market Cap	12.68B	Forward P/E	24.64	EPS next Y	4.46	Insider Trans	-16.40%	Shs Float	114.38M	Perf Month	13.54%
Enterprise Value	13.15B	PEG	2.17	EPS next Q	0.89	Inst Own	88.92%	Short Float	1.31%	Perf Quarter	25.30%
Income	381.90M	P/S	3.40	EPS this Y	13.76%	Inst Trans	-0.69%	Short Ratio	2.02	Perf Half Y	45.19%
Sales	3.73B	P/B	8.37	EPS next Y	10.16%	ROA	12.58%	Short Interest	1.50M	Perf YTD	24.00%
Book/sh	13.13	P/C	60.18	EPS next 5Y	11.34%	ROE	24.96%	52W High	111.36 -1.28%	Perf Year	57.46%
Cash/sh	1.83	P/FCF	31.45	EPS past 3/5Y	4.67% 8.76%	ROIC	17.45%	52W Low	57.45 91.37%	Perf 3Y	74.12%
Dividend Est.	1.20 (1.09%)	EV/EBITDA	19.10	Sales past 3/5Y	3.73% 7.41%	Gross Margin	34.63%	Volatility	1.68% 2.04%	Perf 5Y	76.44%
Dividend TTM	1.20 (1.09%)	EV/Sales	3.53	EPS Y/Y TTM	-6.93%	Oper. Margin	15.84%	ATR (14)	2.16	Perf 10Y	281.60%
Dividend Ex-Date	Feb 12, 2026	Quick Ratio	1.39	Sales Y/Y TTM	2.37%	Profit Margin	10.25%	RSI (14)	74.83	Recom	3.00
Dividend Gr. 3/5Y	8.20% 6.30%	Current Ratio	2.15	EPS Q/Q	19.06%	SMA20	5.53%	Beta	0.99	Target Price	105.50
Payout	37.40%	Debt/Eq	0.45	Sales Q/Q	3.92%	SMA50	13.47%	Rel Volume	1.17	Prev Close	110.57
Employees	15000	LT Debt/Eq	0.44	Earnings	Feb 26 BMO	SMA200	35.10%	Avg Volume	741.94K	Price	109.94
IPO	Nov 27, 1979	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.85% 1.35%	Trades		Volume	855,799	Change	-0.57%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-09-26	Upgrade	Jefferies	Hold → Buy	$120
Nov-24-25	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$84
Jun-28-24	Initiated	Raymond James	Mkt Perform
Jan-08-24	Initiated	Morgan Stanley	Underweight	$59
Jun-28-23	Initiated	Citigroup	Neutral	$66
Oct-02-20	Upgrade	Robert W. Baird	Neutral → Outperform	$54 → $56
Jun-26-20	Initiated	Morgan Stanley	Overweight	$60
Mar-23-20	Downgrade	Jefferies	Buy → Hold
Mar-29-18	Upgrade	Edward Jones	Hold → Buy
Jan-16-18	Reiterated	Stifel	Hold	$50 → $53
Sep-08-17	Reiterated	Stifel	Hold	$48 → $45
Jun-02-17	Reiterated	Stifel	Hold	$45 → $48
May-31-17	Upgrade	Jefferies	Hold → Buy
Dec-02-16	Downgrade	CL King	Buy → Neutral
Nov-03-15	Initiated	Sun Trust Rbsn Humphrey	Neutral
Nov-21-14	Downgrade	Gabelli & Co	Buy → Hold
May-21-14	Upgrade	Gabelli & Co	Hold → Buy
Oct-14-11	Initiated	Stifel Nicolaus	Hold
Nov-17-09	Initiated	Jefferies & Co	Buy	$47
Oct-15-09	Upgrade	Credit Suisse	Underperform → Outperform	$28 → $41

Show Previous Ratings

Feb-10-26 05:14AM	Zacks Industry Outlook Highlights Donaldson, CECO Environmental, Energy Recovery and Fuel Tech (Zacks)
Feb-09-26 09:35AM	4 Pollution Control Stocks to Watch on Robust Industry Trends (Zacks)
Feb-06-26 03:45AM	Baird Reiterates Outperform Rating on Donaldson (DCI) (Insider Monkey)
Feb-05-26 11:36AM	Donaldson to Webcast Second Quarter Fiscal 2026 Earnings Conference Call (Business Wire)
Feb-04-26 08:00PM	Analyst Report: Donaldson Company, Inc. (Morningstar Research)
12:00PM	Loading…
12:00PM	Donaldson (DCI) Is Up 1.10% in One Week: What You Should Know (Zacks)
09:50AM	Why Donaldson (DCI) is a Top Momentum Stock for the Long-Term (Zacks)
Feb-03-26 09:45AM	Why Donaldson (DCI) is a Top Growth Stock for the Long-Term (Zacks)
09:00AM	4 Industrial Stocks to Buy on Steady Rebound in Manufacturing Activity (Zacks)
Feb-02-26 04:24PM	Analyst Report: Donaldson Company, Inc. (Morningstar Research)
09:11AM	Buy These 5 Dividend Growth Stocks Amid Fed Policy Uncertainty (Zacks)
08:30AM	Donaldson to Acquire Facet, an Innovator in Mission-Critical Fuel and Fluid Filtration Solutions (Business Wire)
Jan-29-26 04:54PM	Donaldson Elects Chief Operating Officer Richard Lewis to Succeed Tod Carpenter as President and CEO as Part of Planned Succession (Business Wire)
11:22AM	Donaldson Company Declares Quarterly Cash Dividend (Business Wire)
Jan-15-26 09:05AM	MrBeast Nabs $200 Million Investment from Tom Lees Bitmine (Bloomberg)
02:24AM	Loading…
02:24AM	Jefferies Turns Bullish on Donaldson (DCI) as Cyclical Demand Signals Improve (Insider Monkey)
Jan-12-26 08:22AM	Buy These 5 Dividend Growth Stocks Amid Conflicting Labor Market Data (Zacks)
Jan-06-26 09:28AM	Is the Options Market Predicting a Spike in Donaldson Stock? (Zacks)
Dec-31-25 10:35PM	Unpacking Q3 Earnings: Donaldson (NYSE:DCI) In The Context Of Other Gas and Liquid Handling Stocks (StockStory)
Dec-29-25 08:47AM	Buy These 5 Dividend Growth Stocks Amid Holiday-Driven Light Trading Volume (Zacks)
Dec-24-25 09:40AM	Is Donaldson (DCI) Stock Outpacing Its Industrial Products Peers This Year? (Zacks)
Dec-16-25 04:14AM	Zacks.com featured highlights include TE Connectivity, Enersys, Donaldson, Lam Research and Leidos (Zacks)
Dec-15-25 09:29AM	Buy These 5 Dividend Growth Stocks Amid Heavy Tech Sell-Offs (Zacks)
Dec-12-25 12:00PM	Are You Looking for a Top Momentum Pick? Why Donaldson (DCI) is a Great Choice (Zacks)
09:45AM	Here's Why Donaldson (DCI) is a Strong Growth Stock (Zacks)
Dec-11-25 12:32AM	Donaldson's Q3 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Dec-10-25 11:35PM	3 Unpopular Stocks We Steer Clear Of (StockStory)
11:04PM	3 Reasons to Avoid DCI and 1 Stock to Buy Instead (StockStory)
Dec-09-25 12:45PM	Donaldson (DCI) is an Incredible Growth Stock: 3 Reasons Why (Zacks)
Dec-08-25 12:00PM	All You Need to Know About Donaldson (DCI) Rating Upgrade to Buy (Zacks)
09:40AM	Loading…
09:40AM	Is Donaldson (DCI) Outperforming Other Industrial Products Stocks This Year? (Zacks)
Dec-05-25 12:11PM	Donaldson's Q1 Earnings & Revenues Beat Estimates, Increase Y/Y (Zacks)
11:18AM	Analyst Report: Donaldson Company, Inc. (Morningstar Research)
12:31AM	DCI Q3 Deep Dive: Aftermarket Gains and Industrial Strength Set Stage for Margin Expansion (StockStory)
Dec-04-25 11:32PM	1 Mid-Cap Stock to Research Further and 2 We Question (StockStory) +7.49%
06:07PM	Donaldson Co Inc (DCI) Q1 2026 Earnings Call Highlights: Record Profit Margins and Strategic ... (GuruFocus.com)
04:56PM	Why Is Donaldson (DCI) Stock Soaring Today (StockStory)
03:23PM	Analyst Report: Donaldson Company, Inc. (Morningstar Research)
09:30AM	Donaldson (DCI) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
07:10AM	Donaldson (DCI) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
06:57AM	Donaldson's (NYSE:DCI) Q3 CY2025 Sales Beat Estimates (StockStory)
06:06AM	Donaldson: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:00AM	Donaldson Reports Record First Quarter Fiscal Year 2026 Sales and Earnings (Business Wire)
Dec-02-25 10:02PM	Donaldson (DCI) Q3 Earnings Report Preview: What To Look For (StockStory)
08:09AM	Morgan Stanley Sees More Balanced Risk/Reward for Donaldson (DCI) (Insider Monkey)
Dec-01-25 09:15AM	What Analyst Projections for Key Metrics Reveal About Donaldson (DCI) Q1 Earnings (Zacks)
Nov-27-25 10:00AM	Donaldson (DCI) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Nov-26-25 07:00PM	Donaldson Company: Evaluating a Strong Contender in the Stock Market (Motley Fool)
Nov-21-25 02:50PM	Donaldson Company Announces Preliminary Results of Annual Meeting, Shareholders Elect New Director Dan Shine to Board of Directors (Business Wire)
01:35PM	Donaldson Company Declares Quarterly Cash Dividend (Business Wire)
Nov-17-25 04:03AM	Zacks Industry Outlook Highlights Donaldson, Atmus Filtration Technologies, Energy Recovery and Fuel Tech (Zacks)
Nov-14-25 07:57AM	4 Pollution Control Stocks to Watch on Robust Industry Trends (Zacks)
Nov-12-25 07:10PM	Tetra Tech (TTEK) Beats Q4 Earnings and Revenue Estimates (Zacks)
Nov-07-25 07:50AM	Atmus Filtration Technologies (ATMU) Tops Q3 Earnings and Revenue Estimates (Zacks)
07:00AM	Donaldson Company to Present at the Baird 2025 Global Industrial Conference (Business Wire)
Nov-06-25 07:00AM	Donaldson to Webcast First Quarter Fiscal 2026 Earnings Conference Call (Business Wire)
Nov-05-25 05:50PM	Energy Recovery (ERII) Q3 Earnings and Revenues Top Estimates (Zacks)
Nov-02-25 11:02PM	3 Reasons DCI is Risky and 1 Stock to Buy Instead (StockStory)
Oct-30-25 02:41PM	Donaldson Company to Present at the Gabelli Funds 49th Annual Automotive Aftermarket Symposium (Business Wire)
Oct-27-25 09:40AM	Why This 1 Value Stock Could Be a Great Addition to Your Portfolio (Zacks)
Oct-24-25 09:45AM	Here's Why Donaldson (DCI) is a Strong Growth Stock (Zacks)
Oct-23-25 08:59AM	Valmont Beats Q3 Earnings and Sales Estimates, Lifts 2025 Guidance (Zacks)
Oct-20-25 09:40AM	Are Industrial Products Stocks Lagging Donaldson (DCI) This Year? (Zacks)
Oct-13-25 02:35PM	CAT to Boost Mining Technology Solutions With RPMGlobal Holdings Deal (Zacks)
Oct-09-25 09:40AM	Here's Why Donaldson (DCI) is a Strong Value Stock (Zacks)
Oct-08-25 09:45AM	Why Donaldson (DCI) is a Top Growth Stock for the Long-Term (Zacks)
Oct-06-25 12:42AM	3 Low-Volatility Stocks We're Skeptical Of (StockStory)
Oct-01-25 09:40AM	Is Donaldson (DCI) Stock Outpacing Its Industrial Products Peers This Year? (Zacks)
Sep-29-25 01:01PM	Donaldson Company (DCI): A Quiet Performer in Value Dividend Investing (Insider Monkey)
12:00PM	Donaldson (DCI) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
06:40AM	Here's Why It is Appropriate to Invest in Donaldson Stock Right Now (Zacks)
Sep-26-25 11:30AM	Why Is Donaldson (DCI) Down 0.1% Since Last Earnings Report? (Zacks)
Sep-22-25 09:45AM	Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Sep-12-25 09:40AM	Are Industrial Products Stocks Lagging DNOW INC (DNOW) This Year? (Zacks)
09:05AM	Tetra Tech Gains From Business Strength Amid Persisting Headwinds (Zacks)
Sep-10-25 11:35PM	Reflecting On Gas and Liquid Handling Stocks' Q2 Earnings: Donaldson (NYSE:DCI) (StockStory)
Sep-03-25 01:31AM	5 Revealing Analyst Questions From Donaldson's Q2 Earnings Call (StockStory)
Sep-02-25 07:00AM	Donaldson Company to Present at the Jefferies 2025 Industrials and Morgan Stanley 13th Annual Laguna Conferences (Business Wire)
Sep-01-25 09:45AM	Here's Why Donaldson (DCI) is a Strong Growth Stock (Zacks)
Aug-29-25 09:50AM	Why Donaldson (DCI) is a Top Momentum Stock for the Long-Term (Zacks)
Aug-28-25 10:27AM	Donaldson's Q4 Earnings Beat Estimates, Sales Increase Y/Y (Zacks)
09:55AM	DCI Q2 Deep Dive: Diversified Filtration Demand and Margin Expansion Fuel Outlook (StockStory)
09:21AM	Company News for Aug 28, 2025 (Zacks)
03:05AM	Donaldson Co Inc (DCI) Q4 2025 Earnings Call Highlights: Record Sales and Strategic Growth Amid ... (GuruFocus.com)
Aug-27-25 07:18PM	Analyst Report: Donaldson Company, Inc. (Morningstar Research) +8.61%
12:31PM	Why Is Donaldson (DCI) Stock Rocketing Higher Today (StockStory)
09:40AM	Why Donaldson (DCI) is a Top Value Stock for the Long-Term (Zacks)
09:30AM	Donaldson (DCI) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
07:30AM	Donaldson (NYSE:DCI) Surprises With Q2 Sales (StockStory)
07:10AM	Donaldson (DCI) Q4 Earnings and Revenues Surpass Estimates (Zacks)
06:10AM	Donaldson: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
06:00AM	Donaldson Reports Record Fourth Quarter; Full-Year 2025 Sales and Earnings (Business Wire)
Aug-25-25 11:03PM	Donaldson (DCI) Reports Q2: Everything You Need To Know Ahead Of Earnings (StockStory)
09:40AM	Is Century Aluminum (CENX) Outperforming Other Industrial Products Stocks This Year? (Zacks)
Aug-22-25 09:15AM	Ahead of Donaldson (DCI) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
Aug-21-25 09:25AM	ScanSource (SCSC) Q4 Earnings and Revenues Beat Estimates (Zacks)
05:05AM	Zacks Industry Outlook Highlights Tetra Tech, Donaldson, Atmus Filtration and Fuel Tech (Zacks)
Aug-20-25 05:15PM	Unifi (UFI) Reports Q4 Loss, Lags Revenue Estimates (Zacks)
10:13AM	4 Pollution Control Stocks to Watch on Robust Industry Trends (Zacks)
Aug-19-25 09:46AM	How Memecoins And NFTs Are Being Used To Support MrBeast's Campaign To Bring Clean Water To Millions (Benzinga)

Donaldson Co., Inc. engages in the manufacture of filtration systems and replacement parts. It operates through the following segments: Mobile Solutions, Industrial Solutions, and Life Sciences. The Mobile Solutions segment is involved deals with replacement filters for both air and liquid filtration applications and filtration housings for new equipment production and systems related to exhaust and emissions. The Industrial Solutions segment focuses on industrial air filtration, industrial gases, industrial hydraulics, power generation and aerospace, and defense business units. The Life Sciences segment consists of bioprocessing, food and beverage, medical device, vehicle electrification, microelectronics and disk drive business units. The company was founded by Frank Donaldson Sr. in 1915 and is headquartered in Minneapolis, MN.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
WILLARD OBERTON	Former Affiliate	Jan 29 '26	Proposed Sale	101.83	1,380	140,527		Jan 29 04:09 PM
WILLARD OBERTON	Former Affiliate	Jan 22 '26	Proposed Sale	103.19	820	84,619		Jan 22 04:12 PM
WILLARD OBERTON	Former director	Jan 02 '26	Proposed Sale	89.82	11,000	988,050		Jan 02 04:21 PM
Pogalz Bradley J.	Chief Financial Officer	Dec 09 '25	Option Exercise	28.00	1,000	28,000	1,000	Dec 10 05:04 PM
Pogalz Bradley J.	Chief Financial Officer	Dec 09 '25	Sale	91.57	566	51,829	434	Dec 10 05:04 PM
BRADLEY J POGALZ	Officer	Dec 09 '25	Proposed Sale	91.57	566	51,829		Dec 09 04:43 PM
Rajendra Ajita G	Director	Dec 05 '25	Option Exercise	44.49	19,800	880,968	57,193	Dec 08 01:22 PM
Rajendra Ajita G	Director	Dec 05 '25	Sale	92.04	19,800	1,822,392	43,993	Dec 08 01:22 PM
AJITA G RAJENDRA	Director	Dec 05 '25	Proposed Sale	92.04	19,800	1,822,372		Dec 05 04:13 PM
ANDREW DAHLGREN	Former officer	Oct 15 '25	Proposed Sale	82.24	7,852	645,776		Oct 15 04:04 PM
Lewis Richard Brent	President	Oct 02 '25	Option Exercise	28.00	13,500	378,000	53,279	Oct 03 12:01 PM
Briseno Guillermo	President	Sep 03 '25	Option Exercise	28.00	13,500	378,000	38,809	Sep 04 12:26 PM
Briseno Guillermo	President	Sep 03 '25	Sale	79.03	13,500	1,066,905	25,309	Sep 04 12:26 PM
GUILLERMO BRISENO DEIBERT	Officer	Sep 03 '25	Proposed Sale	79.03	13,500	1,066,871		Sep 03 04:17 PM
Rautio Trudy A.	Director	Aug 28 '25	Option Exercise	34.15	31,900	1,089,473	48,030	Sep 02 12:28 PM
Rautio Trudy A.	Director	Aug 28 '25	Sale	79.96	31,900	2,550,724	29,330	Sep 02 12:28 PM
Dahlgren Andrew C	President	Aug 28 '25	Option Exercise	28.00	3,000	84,000	10,504	Sep 02 12:26 PM
Dahlgren Andrew C	President	Aug 28 '25	Sale	81.96	3,000	245,880	7,504	Sep 02 12:26 PM
Carpenter Tod E.	Chairman, President and CEO	Aug 28 '25	Option Exercise	28.00	100,500	2,814,000	380,761	Sep 02 12:25 PM
Carpenter Tod E.	Chairman, President and CEO	Aug 28 '25	Sale	80.62	100,500	8,102,310	280,261	Sep 02 12:25 PM
Becker Amy C	Chief Legal Officer	Aug 28 '25	Option Exercise	28.00	18,500	518,000	63,145	Sep 02 12:23 PM
Becker Amy C	Chief Legal Officer	Aug 28 '25	Sale	81.71	18,500	1,511,635	44,645	Sep 02 12:23 PM
ANDREW DAHLGREN	Officer	Aug 28 '25	Proposed Sale	81.96	3,000	245,879		Aug 28 04:14 PM
AMY BECKER	Officer	Aug 28 '25	Proposed Sale	81.71	18,500	1,511,666		Aug 28 04:12 PM
TRUDY A RAUTIO	Director	Aug 28 '25	Proposed Sale	79.96	31,900	2,550,593		Aug 28 04:09 PM
TOD E CARPENTER	Officer	Aug 28 '25	Proposed Sale	80.62	100,500	8,101,998		Aug 28 04:06 PM
Carpenter Tod E.	Chairman, President and CEO	Jul 10 '25	Sale	71.71	45,808	3,284,892	280,261	Jul 10 05:02 PM
Carpenter Tod E.	Chairman, President and CEO	Jul 08 '25	Sale	71.07	12,033	855,185	280,261	Jul 10 05:02 PM
Carpenter Tod E.	Chairman, President and CEO	Jul 09 '25	Sale	71.00	2,159	153,289	280,261	Jul 10 05:02 PM
TOD CARPENTER	Officer	Jul 10 '25	Proposed Sale	71.71	45,808	3,285,006		Jul 10 04:09 PM
TOD CARPENTER	Officer	Jul 09 '25	Proposed Sale	71.00	2,159	153,289		Jul 09 04:15 PM
TOD CARPENTER	Officer	Jul 08 '25	Proposed Sale	71.07	12,033	855,154		Jul 08 04:12 PM
Lewis Richard Brent	President	Jun 04 '25	Option Exercise	35.80	10,000	358,000	41,201	Jun 05 02:57 PM
OBERTON WILLARD D	Director	Jun 04 '25	Option Exercise	28.43	7,000	199,010	36,661	Jun 05 02:50 PM
OBERTON WILLARD D	Director	Jun 04 '25	Sale	69.51	7,000	486,570	29,661	Jun 05 02:50 PM
WILLARD OBERTON	Officer	Jun 04 '25	Proposed Sale	69.51	7,000	486,589		Jun 04 04:14 PM
Owens James	Director	Apr 10 '25	Option Exercise	28.43	18,700	531,641	38,946	Apr 11 10:19 AM
Owens James	Director	Apr 10 '25	Sale	62.02	18,700	1,159,774	20,246	Apr 11 10:19 AM
JAMES J OWENS	Director	Apr 10 '25	Proposed Sale	62.02	18,700	1,159,836		Apr 10 05:11 PM
SCALF THOMAS R	President	Mar 17 '25	Option Exercise	42.72	28,500	1,217,520	56,834	Mar 18 02:04 PM
SCALF THOMAS R	President	Mar 17 '25	Sale	69.22	28,500	1,972,770	28,334	Mar 18 02:04 PM
THOMAS SCALF	Officer	Mar 17 '25	Proposed Sale	69.22	28,500	1,972,679		Mar 17 04:22 PM
OBERTON WILLARD D	Director	Mar 05 '25	Option Exercise	28.43	7,000	199,010	36,599	Mar 05 04:32 PM
OBERTON WILLARD D	Director	Mar 05 '25	Sale	68.22	7,000	477,540	29,599	Mar 05 04:32 PM
WILLARD OBERTON	Director	Mar 05 '25	Proposed Sale	68.22	7,000	477,547		Mar 05 04:07 PM
SCALF THOMAS R	President	Feb 28 '25	Option Exercise	28.00	29,500	826,000	57,834	Mar 03 11:02 AM
SCALF THOMAS R	President	Feb 28 '25	Sale	68.89	29,500	2,032,255	28,334	Mar 03 11:02 AM
THOMAS SCALF	Officer	Feb 28 '25	Proposed Sale	68.89	29,500	2,032,190		Feb 28 04:10 PM

Open in Screener

AOS

A.O. Smith Corp

Feb 12 • 04:00PM ET

79.62

-0.60 -0.75 %

Industrials • Specialty Industrial Machinery • USA • NYSE

Peers: ITW ROK PH ETN GNRC XYL DOV SWK NDSN IR

| Held by: VTI RSP VOO NOBL VB IVV SPY VBK SDVY SDY

Index	S&P 500	P/E	20.70	EPS (ttm)	3.85	Insider Own	20.08%	Shs Outstand	112.68M	Perf Week	1.93%
Market Cap	11.01B	Forward P/E	18.41	EPS next Y	4.32	Insider Trans	0.00%	Shs Float	110.52M	Perf Month	12.82%
Enterprise Value	11.02B	PEG	3.14	EPS next Q	0.96	Inst Own	86.29%	Short Float	6.81%	Perf Quarter	21.02%
Income	546.20M	P/S	2.87	EPS this Y	4.38%	Inst Trans	0.22%	Short Ratio	5.50	Perf Half Y	8.12%
Sales	3.83B	P/B	5.94	EPS next Y	7.61%	ROA	17.11%	Short Interest	7.53M	Perf YTD	19.05%
Book/sh	13.41	P/C	56.99	EPS next 5Y	5.86%	ROE	29.20%	52W High	81.53 -2.34%	Perf Year	22.02%
Cash/sh	1.40	P/FCF	20.17	EPS past 3/5Y	36.51% 12.66%	ROIC	27.20%	52W Low	58.83 35.34%	Perf 3Y	20.44%
Dividend Est.	1.45 (1.82%)	EV/EBITDA	13.58	Sales past 3/5Y	0.67% 5.76%	Gross Margin	38.79%	Volatility	2.04% 2.25%	Perf 5Y	31.89%
Dividend TTM	1.40 (1.76%)	EV/Sales	2.88	EPS Y/Y TTM	5.97%	Oper. Margin	18.97%	ATR (14)	1.79	Perf 10Y	141.97%
Dividend Ex-Date	Jan 30, 2026	Quick Ratio	0.94	Sales Y/Y TTM	0.32%	Profit Margin	14.26%	RSI (14)	71.22	Recom	2.62
Dividend Gr. 3/5Y	6.58% 7.09%	Current Ratio	1.50	EPS Q/Q	19.07%	SMA20	6.41%	Beta	1.32	Target Price	79.91
Payout	35.86%	Debt/Eq	0.11	Sales Q/Q	0.01%	SMA50	12.29%	Rel Volume	0.66	Prev Close	80.22
Employees	11500	LT Debt/Eq	0.08	Earnings	Jan 29 BMO	SMA200	14.86%	Avg Volume	1.37M	Price	79.62
IPO	Sep 30, 1983	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.95% -1.70%	Trades		Volume	912,734	Change	-0.75%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-09-26	Resumed	Jefferies	Hold	$75
Jun-24-25	Initiated	JP Morgan	Neutral	$70
Jan-14-25	Upgrade	Oppenheimer	Perform → Outperform	$88
Oct-23-24	Upgrade	UBS	Sell → Neutral	$75 → $80
Oct-23-24	Downgrade	DA Davidson	Buy → Neutral	$80
Jul-24-24	Upgrade	Stifel	Hold → Buy	$97 → $98
Aug-07-23	Initiated	Seaport Research Partners	Neutral
Jan-17-23	Downgrade	Loop Capital	Buy → Hold	$67 → $65
Jan-10-23	Downgrade	UBS	Neutral → Sell	$65 → $58
Jul-14-22	Downgrade	Robert W. Baird	Outperform → Neutral	$60
Jul-06-22	Upgrade	Longbow	Neutral → Buy	$71
Nov-23-21	Initiated	Loop Capital	Buy	$100
Oct-05-21	Upgrade	Robert W. Baird	Neutral → Outperform	$82 → $85
Apr-05-21	Downgrade	Stifel	Buy → Hold	$67
Oct-23-20	Initiated	Citigroup	Neutral	$59
Oct-13-20	Downgrade	UBS	Buy → Neutral	$54 → $60
Sep-17-20	Upgrade	Rosenblatt	Neutral → Buy	$47 → $62
May-29-20	Initiated	UBS	Buy	$54
May-06-20	Upgrade	Boenning & Scattergood	Neutral → Outperform
Apr-03-20	Initiated	Stifel	Buy	$45

Show Previous Ratings

Feb-10-26 11:35PM	3 Industrials Stocks Walking a Fine Line (StockStory)
Feb-05-26 12:43AM	5 Must-Read Analyst Questions From A. O. Smith's Q4 Earnings Call (StockStory)
Feb-03-26 11:08AM	Eaton's Q4 Earnings on Par With Estimates, Revenues Up Y/Y (Zacks)
08:52AM	Stifel Reviews A. O. Smith (AOS) After Q4 Beat and Mixed 2026 Outlook (Insider Monkey)
Jan-30-26 09:45AM	A.O. Smith (AOS) is a Top-Ranked Growth Stock: Should You Buy? (Zacks)
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08:04AM	Company News for Jan 30, 2026 (Zacks)
12:34AM	AOS Q4 Deep Dive: Margin Expansion Amid Flat Sales and Strategic Portfolio Moves (StockStory)
Jan-29-26 05:10PM	A. O. Smith Q4 Earnings Call Highlights (MarketBeat) +5.30%
04:09PM	A.O. Smith Corp (AOS) Q4 2025 Earnings Call Highlights: Record EPS and Strategic Acquisitions ... (GuruFocus.com)
02:26PM	Why Is A. O. Smith (AOS) Stock Rocketing Higher Today (StockStory)
11:55AM	A. O. Smith Earnings Surpass Estimates in Q4, Sales Miss (Zacks)
09:30AM	Compared to Estimates, A.O. Smith (AOS) Q4 Earnings: A Look at Key Metrics (Zacks)
08:05AM	A.O. Smith (AOS) Q4 Earnings Beat Estimates (Zacks)
07:48AM	A. O. Smith (NYSE:AOS) Misses Q4 CY2025 Revenue Estimates (StockStory)
07:19AM	A.O. Smith: Q4 Earnings Snapshot (Associated Press Finance)
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06:55AM	A. O. Smith Reports Record 2025 Diluted Earnings Per Share (EPS) of $3.85 and Introduces 2026 Guidance (PR Newswire)
Jan-28-26 10:53AM	A. O. Smith Gears Up to Report Q4 Earnings: What to Expect? (Zacks)
Jan-27-26 10:06PM	What To Expect From A. O. Smith's (AOS) Q4 Earnings (StockStory)
09:15AM	Exploring Analyst Estimates for A.O. Smith (AOS) Q4 Earnings, Beyond Revenue and EPS (Zacks)
Jan-25-26 11:38PM	1 Momentum Industrials Stock for Long-Term Investors and 2 Facing Challenges (StockStory)
Jan-22-26 10:36PM	A Look Back at HVAC and Water Systems Stocks' Q3 Earnings: A. O. Smith (NYSE:AOS) Vs The Rest Of The Pack (StockStory)
Jan-15-26 11:38PM	3 Profitable Stocks with Warning Signs (StockStory)
05:15PM	A. O. Smith Reports Quarterly Dividend (PR Newswire)
Jan-08-26 09:59AM	A. O. Smith Acquires Leonard Valve, Strengthens Product Offerings (Zacks)
Jan-07-26 09:00AM	A. O. Smith to Hold Fourth Quarter Conference Call on January 29, 2026 (PR Newswire)
Jan-06-26 04:30PM	Bessemer Investors Announces Sale of Leonard Valve Company to A. O. Smith Corporation (PR Newswire)
04:30PM	A. O. Smith Completes Acquisition of Leonard Valve Company (PR Newswire)
12:20PM	A. O. Smith Exhibits Strong Prospects Despite Persisting Headwinds (Zacks)
Dec-31-25 05:51AM	A.O. Smiths Quarterly Earnings Preview: What You Need to Know (Barchart)
Dec-29-25 10:53AM	A. O. Smith: Margin Stability and Water Technology Expansion in a Soft Demand Cycle (GuruFocus.com)
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Dec-22-25 11:32PM	1 S&P 500 Stock with Exciting Potential and 2 Facing Headwinds (StockStory)
Dec-17-25 11:02PM	3 Reasons to Sell AOS and 1 Stock to Buy Instead (StockStory)
Dec-16-25 06:18AM	Is A. O. Smith Stock Underperforming the Dow? (Barchart)
Dec-11-25 10:07AM	Do Options Traders Know Something About A. O. Smith Stock We Don't? (Zacks)
Dec-05-25 11:30AM	Why Is Emerson Electric (EMR) Up 3.9% Since Last Earnings Report? (Zacks)
Dec-04-25 05:42PM	Small Industrials Are on Cusp of 'Supercycle.' Ten Stocks to Ride the Wave. (Barrons.com)
11:30AM	Why Is Eaton (ETN) Down 12.9% Since Last Earnings Report? (Zacks)
Dec-01-25 09:52AM	Why Investors Should Retain A. O. Smith Stock in Portfolio Now (Zacks)
Nov-21-25 06:50AM	A. O. Smith Stock Outlook: Is Wall Street Bullish or Bearish? (Barchart)
Nov-18-25 11:03AM	5 Dividend Aristocrats I Recommend Now (GuruFocus.com)
Nov-12-25 08:30AM	A. O. Smith to Acquire Leonard Valve Company, a Leader in Water Temperature and Flow Solutions (PR Newswire)
Nov-04-25 11:20AM	Eaton Q3 Earnings Beat Estimates, Organic Sales Boost Revenues (Zacks)
10:00AM	Implied Volatility Surging for A. O. Smith Stock Options (Zacks)
12:37AM	5 Revealing Analyst Questions From A. O. Smith's Q3 Earnings Call (StockStory)
12:09AM	Stifel Trims A.O. Smith (AOS) Price Target to $80; Maintains Buy Rating (Insider Monkey)
Nov-02-25 01:33PM	3 Dividend Champions That Could Double Their Dividends From Here (Motley Fool)
Oct-30-25 03:16PM	A.O. Smith Corp (AOS) Q3 2025 Earnings Call Highlights: Strong North America Growth Amid Global ... (GuruFocus.com)
Oct-28-25 01:10PM	A. O. Smith Q3 Earnings Surpass Estimates, Sales Increase Y/Y (Zacks)
09:30AM	A.O. Smith (AOS) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
08:05AM	A.O. Smith (AOS) Tops Q3 Earnings and Revenue Estimates (Zacks)
07:07AM	A. O. Smith's (NYSE:AOS) Q3 Earnings Results: Revenue In Line With Expectations (StockStory)
07:01AM	A.O. Smith: Q3 Earnings Snapshot (Associated Press Finance)
06:55AM	A. O. Smith Reports Third Quarter Earnings Per Share (EPS) of $0.94, a 15% Year-Over-Year Increase, and Updates Full Year Guidance (PR Newswire)
Oct-26-25 11:14PM	A. O. Smith (AOS) Q3 Earnings Report Preview: What To Look For (StockStory)
Oct-23-25 11:20AM	A. O. Smith Gears Up to Report Q3 Earnings: What to Expect? (Zacks)
Oct-21-25 12:54PM	Pentair Surpasses Q3 Earnings Estimates, Raises 2025 Guidance (Zacks)
10:00AM	A.O. Smith (AOS) Earnings Expected to Grow: Should You Buy? (Zacks)
Oct-17-25 03:08PM	Analyst Report: A. O. Smith Corporation (Morningstar Research)
Oct-16-25 11:40AM	AOS or KNYJY: Which Is the Better Value Stock Right Now? (Zacks)
Oct-15-25 08:38AM	3 Stocks in Focus on Recently Announced Dividend Hikes (Zacks)
Oct-14-25 02:19PM	A.O. Smith (AOS): A Reliable Dividend Stock Backed by Housing and Economic Growth (Insider Monkey)
10:28AM	A. O. Smith Rewards Shareholders With 6% Dividend Increase (Zacks)
09:35AM	Down 7.6% in 4 Weeks, Here's Why A.O. Smith (AOS) Looks Ripe for a Turnaround (Zacks)
Oct-13-25 05:54PM	A. O. Smith Increases Quarterly Dividend to $0.36 per Share (PR Newswire)
11:45AM	Why A.O. Smith (AOS) is a Top Dividend Stock for Your Portfolio (Zacks)
09:40AM	Why This 1 Value Stock Could Be a Great Addition to Your Portfolio (Zacks)
08:47AM	Century Aluminum Extends Power Deal, Plans $50M Reactivation (Zacks)
Oct-10-25 12:27PM	3 S&P 500 Stocks We're Skeptical Of (StockStory)
Oct-09-25 03:52AM	A. O. Smiths Q3 2025 Earnings: What to Expect (Barchart)
Oct-08-25 05:25PM	AZZ (AZZ) Misses Q2 Earnings and Revenue Estimates (Zacks)
Oct-07-25 11:23AM	Powell Industries Gains From Business Strength Amid Headwinds (Zacks)
09:40AM	Is A. O. Smith (AOS) Stock Outpacing Its Industrial Products Peers This Year? (Zacks)
Oct-03-25 12:00PM	All You Need to Know About A.O. Smith (AOS) Rating Upgrade to Buy (Zacks)
10:00AM	A. O. Smith Hires Chris Howe as New Chief Digital Information Officer (PR Newswire)
Oct-02-25 09:00AM	A. O. Smith to Hold Third Quarter Conference Call on October 28, 2025 (PR Newswire)
Sep-30-25 11:40AM	AOS vs. KNYJY: Which Stock Is the Better Value Option? (Zacks)
Sep-25-25 08:46AM	Is the Options Market Predicting a Spike in A. O. Smith Stock? (Zacks)
Sep-24-25 07:12AM	Is A. O. Smith Stock Underperforming the Nasdaq? (Barchart)
Sep-20-25 11:42AM	Why Income Investors Shouldn't Overlook A. O. Smith Corporation (AOS) When Searching for Cheap Dividend Stocks (Insider Monkey)
Sep-17-25 11:35PM	Q2 Earnings Roundup: A. O. Smith (NYSE:AOS) And The Rest Of The HVAC and Water Systems Segment (StockStory)
Sep-15-25 12:31AM	2 Mid-Cap Stocks on Our Buy List and 1 Facing Challenges (StockStory)
Sep-10-25 04:51AM	O. Smith Corporation (AOS) Appoints Paul Jones as Senior Vice President, General Counsel, and Chief Compliance Officer (Insider Monkey)
Aug-28-25 09:00AM	A. O. Smith Announces Leadership Changes, Including New General Counsel and Chief Compliance Officer (PR Newswire)
Aug-27-25 12:03AM	3 Reasons to Avoid AOS and 1 Stock to Buy Instead (StockStory)
Aug-26-25 03:31AM	Are Wall Street Analysts Predicting A.O. Smith Stock Will Climb or Sink? (Barchart)
Aug-15-25 04:18AM	Point-of-use Water Treatment Systems Company Evaluation Report 2025 \| Pentair, LG Electronics, and A.O. Smith Lead with Innovation, Strategic Expansion, and Diverse Product Portfolios (GlobeNewswire)
Aug-12-25 01:16PM	AOS Stock Exhibits Strong Prospects Despite Persisting Headwinds (Zacks)
Aug-08-25 03:38PM	1 Small-Cap Stock with Competitive Advantages and 2 We Find Risky (StockStory)
Aug-05-25 01:04PM	Eaton Q2 Earnings & Sales Beat Estimates, Organic Sales Rise Y/Y (Zacks)
Aug-01-25 12:39AM	3 S&P 500 Stocks We Steer Clear Of (StockStory)
Jul-31-25 01:32AM	A. O. Smith's Q2 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Jul-28-25 09:40AM	Here's Why A.O. Smith (AOS) is a Strong Value Stock (Zacks)
Jul-25-25 03:55PM	Analyst Report: A. O. Smith Corporation (Morningstar Research)
07:03AM	A.O. Smith: Q2 Earnings Snapshot (Associated Press Finance)
03:15AM	A.O. Smith Corp (AOS) Q2 2025 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com)
01:35AM	AOS Q2 Deep Dive: New CEO Charts Path Amid China Assessment and Channel Shifts (StockStory)
Jul-24-25 07:33PM	Analyst Report: A. O. Smith Corporation (Morningstar Research)
01:05PM	Why Are A. O. Smith (AOS) Shares Soaring Today (StockStory)
10:19AM	A. O. Smith Q2 Earnings Surpass Estimates, Sales Decline Y/Y (Zacks)
08:05AM	A.O. Smith (AOS) Beats Q2 Earnings and Revenue Estimates (Zacks)

A. O. Smith Corp. manufactures residential and commercial gas and electric water heaters, boilers, tanks, and water treatment products. It operates through the North America and Rest of World segments. The North America segment manufactures and markets comprehensive lines of residential and commercial gas and electric water heaters, boilers, and tanks. The Rest of World segment markets water treatment products in China, Europe, and India. The company was founded by Charles Jeremiah Smith in 1874 and is headquartered in Milwaukee, WI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
STERN JAMES F	Exec VP, General Counsel & Sec	Aug 07 '25	Sale	71.24	17,434	1,241,953	98,784	Aug 07 02:13 PM
Lauber Charles T	EVP & CFO	Jul 31 '25	Option Exercise	31.67	2,933	92,888	41,926	Aug 01 02:55 PM
KEVIN J & CONSTANCE Y WHEELER	Officer	Jul 30 '25	Proposed Sale	71.26	22,200	1,581,868		Jul 30 04:06 PM
Wheeler Kevin J.	Executive Chairman	Jul 30 '25	Option Exercise	31.67	22,200	703,074	122,847	Jul 30 02:29 PM
Wheeler Kevin J.	Executive Chairman	Jul 30 '25	Sale	71.26	22,200	1,581,868	100,647	Jul 30 02:29 PM
MARK D SMITH	Director	Jul 29 '25	Proposed Sale	71.36	2,400	171,264		Jul 29 04:04 PM
SMITH MARK D	Director	Jul 29 '25	Sale	71.36	2,400	171,264	116,242	Jul 29 03:19 PM
O'Brien Stephen D.	SVP; Pres & General Mngr NAWH	Apr 01 '25	Option Exercise	0.00	1,930	0	4,659	Apr 02 02:59 PM
Carver Samuel M.	SVP - Global Operations	Feb 27 '25	Sale	66.51	3,460	230,144	0	Feb 27 03:36 PM

DCI

Donaldson Co. Inc

AOS

A.O. Smith Corp

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