AOSNYSEHousehold AppliancesFiscal year ends December 31
SMITH A O CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$58.68−0.54 (-0.91%)
Close on Oct 19, 2026
- Market cap
- $8.09B
- P/E (TTM)
- 16.3
- Dividend yield
- 2.35%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.1%
127M of 136M shares
Institutional holders
610
75 new, 93 sold out
Net institutional buying
9M
In Q2 2026
Insider trades, 12 months
0 buys · 2 sales
Net sold $110.57K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 8,315,386 | 7.39% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 7,113,001 | 6.32% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 6,951,534 | 6.00% | 13G (passive) amendment | Jun 30, 2025 |
| State Street Corporation | 5,911,986 | 5.20% | 13G (passive) | Dec 31, 2025 |
| FMR LLC | 11,749,074 | 10.70% | 13G (passive) amendment | Jul 31, 2026 |
| Abigail P. Johnson | 10,417,816 | 9.30% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AOS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 10,417,815 | 7.67% | $653.41M | +2,487,249 | 0.03% |
| BlackRock, Inc. | 8,056,801 | 5.93% | $505.32M | +699,610 | 0.01% |
| Vanguard Capital Management LLC | 7,286,250 | 5.36% | $456.99M | −47,139 | 0.01% |
| Vanguard Portfolio Management LLC | 7,051,327 | 5.19% | $442.26M | −47,925 | 0.02% |
| State Street Corp | 6,581,486 | 4.84% | $412.79M | +822,555 | 0.01% |
| Invesco Ltd. | 5,535,312 | 4.07% | $347.17M | +805,866 | 0.03% |
| American Century Companies Inc | 4,726,410 | 3.48% | $296.44M | +511,172 | 0.13% |
| Geode Capital Management, LLC | 3,731,320 | 2.75% | $233.69M | −207,786 | 0.01% |
| Impax Asset Management Group plc | 2,813,713 | 2.07% | $176.48M | −1,464,506 | 1.15% |
| Morgan Stanley | 2,717,566 | 2.00% | $170.45M | −862,541 | 0.01% |
| ProShare Advisors LLC | 2,504,555 | 1.84% | $157.09M | +194,985 | 0.23% |
| UBS Group AG | 2,473,535 | 1.82% | $155.14M | +1,551,952 | 0.02% |
| First Trust Advisors LP | 2,301,289 | 1.69% | $144.34M | +132,395 | 0.08% |
| Dimensional Fund Advisors LP | 2,035,643 | 1.50% | $127.66M | +75,947 | 0.02% |
| Earnest Partners LLC | 1,971,613 | 1.45% | $123.66M | −55,707 | 0.45% |
| Bank Of America Corp /De/ | 1,550,110 | 1.14% | $97.22M | −137,777 | 0.01% |
| 1832 Asset Management L.P. | 1,468,113 | 1.08% | $92.08M | +222,000 | 0.05% |
| Madison Asset Management, LLC | 1,466,922 | 1.08% | $92.01M | +324,318 | 1.10% |
| Norges Bank | 1,454,608 | 1.07% | $91.23M | New | 0.01% |
| Bank of New York Mellon Corp | 1,424,185 | 1.05% | $89.32M | −1,574 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 610 | 127M | 93.1% | 75 / 238 | 229 / 93 | 19M | 10M |
| Q1 2026 | 636 | 118M | 86.6% | 85 / 229 | 237 / 84 | 26M | 11M |
| Q4 2025 | 647 | 118M | 86.7% | 93 / 241 | 225 / 61 | 18M | 7M |
| Q3 2025 | 631 | 107M | 78.9% | 73 / 230 | 243 / 67 | 11M | 13M |
| Q2 2025 | 632 | 109M | 80.4% | 90 / 210 | 261 / 105 | 13M | 15M |
| Q1 2025 | 657 | 112M | 82.0% | 112 / 233 | 236 / 89 | 16M | 14M |
| Q4 2024 | 643 | 111M | 81.5% | 96 / 216 | 242 / 95 | 11M | 11M |
| Q3 2024 | 654 | 111M | 81.5% | 76 / 211 | 272 / 60 | 15M | 8M |
| Q2 2024 | 642 | 112M | 82.2% | 61 / 241 | 244 / 65 | 6M | 12M |
| Q1 2024 | 654 | 118M | 87.0% | 87 / 223 | 258 / 56 | 12M | 8M |
| Q4 2023 | 632 | 114M | 83.9% | 110 / 195 | 246 / 49 | 10M | 8M |
| Q3 2023 | 577 | 112M | 82.7% | 58 / 222 | 211 / 62 | 11M | 10M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AOS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,551,118 | 2.61% | $222.73M | 0.01% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 3,256,242 | 2.40% | $195.80M | 0.20% | Jul 31, 2026 |
| Vanguard 500 Index Fund | 2,901,215 | 2.13% | $181.96M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,568,221 | 1.89% | $161.08M | 0.09% | Jun 30, 2026 |
| ProShares S&P 500 Dividend Aristocrats ETF | 2,496,049 | 1.84% | $141.58M | 1.28% | May 31, 2026 |
| Fidelity Dividend Growth Fund | 2,045,600 | 1.51% | $123.00M | 1.03% | Jul 31, 2026 |
| Vanguard Equity Income Fund | 1,552,671 | 1.14% | $97.38M | 0.15% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 1,540,007 | 1.13% | $96.59M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,480,520 | 1.09% | $92.86M | 0.20% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 1,438,729 | 1.06% | $81.60M | 0.01% | May 31, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 1,379,860 | 1.02% | $86.54M | 0.76% | Jun 30, 2026 |
| Fidelity Capital Appreciation Fund | 1,334,800 | 0.98% | $80.26M | 1.02% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,200,044 | 0.88% | $68.07M | 0.03% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 1,173,043 | 0.86% | $73.57M | 0.34% | Jun 30, 2026 |
| Fidelity Series Large Cap Stock Fund | 1,015,900 | 0.75% | $63.72M | 0.22% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Kevin J. Wheeler | Executive Chairman, Director | 128,348 | 0.09% | Feb 17, 2026 |
| Stephen M. Shafer | President and CEO, Director | – | – | Feb 11, 2026 |
| Carrie L. Anderson | EVP & CFO | 0 | – | Jul 2, 2026 |
| Darrell W. Schuh | SVP; President & GM Lochinvar | 2,201 | 0.00% | Mar 4, 2026 |
| Samuel M. Carver | SVP - Global Operations | 2,713 | 0.00% | Feb 24, 2026 |
| Douglas Samuel Karge | SVP - President NA Water Treat | 3,890 | 0.00% | Feb 17, 2026 |
| Benjamin A. Otchere | Vice President and Controller | 2,693 | 0.00% | Feb 17, 2026 |
| Charles T. Lauber | EVP & CFO | 49,312 | 0.04% | Feb 17, 2026 |
| James F. Stern | Exec VP, Corp Dev, Strat & Sec | 103,134 | 0.08% | Feb 17, 2026 |
| Parag Kulkarni | SVP - Int'l; President India | – | – | Feb 17, 2026 |
| Jack Qiu | SVP - Pres. A. O. Smith China | – | – | Feb 17, 2026 |
| Stephen D. O'Brien | SVP; Pres & General Mngr NAWH | 6,863 | 0.01% | Feb 17, 2026 |
| Christopher T. Howe | SVP Chief Digital Info Officer | – | – | Feb 11, 2026 |
| Paul J. Jones | SVP, GC & Chief Compliance Off | – | – | Feb 11, 2026 |
| Curtis E. Selby | Senior VP - H.R. & P.A. | 1,306 | 0.00% | Feb 11, 2026 |
| Ming Cheng | SVP, CTO | 45 | 0.00% | Feb 11, 2026 |
| Robert J. Heideman | Senior VP, CTO | 8,889 | 0.01% | Feb 11, 2025 |
| Stephanie Melissa Scheppele | SVP - CIO | 3,995 | 0.00% | Feb 11, 2025 |
| Aaron W. Saak | Director | – | – | May 1, 2026 |
| Christopher L. Mapes | Director | 18,834 | 0.01% | Apr 15, 2026 |
| Victoria M. Holt | Director | 10 | 0.00% | Apr 15, 2026 |
| Todd W. Fister | Director | 6,356 | 0.00% | Apr 15, 2026 |
| Ilham Kadri | Director | 23,579 | 0.02% | Apr 15, 2026 |
| Lois M. Martin | Director | 6,445 | 0.00% | Apr 15, 2026 |
| Michael M. Larsen | Director | 11,425 | 0.01% | Apr 15, 2026 |
| Mark D. Smith | Director | 408,685 | 0.30% | Apr 15, 2026 |
| Ronald D. Brown | Director | 1,100 | 0.00% | Apr 9, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lois M. Martin Director | Apr 13, 2026 | Award | +2,262 | $66.32 | $150.02K | 6,445 |
| Todd W. Fister Director | Apr 13, 2026 | Award | +2,262 | $66.32 | $150.02K | 6,356 |
| Ilham Kadri Director | Apr 13, 2026 | Award | +2,262 | $66.32 | $150.02K | 23,579 |
| Mark D. Smith Director | Apr 13, 2026 | Award | +2,262 | $66.32 | $150.02K | 118,504 |
| Christopher L. Mapes Director | Apr 13, 2026 | Award | +2,262 | $66.32 | $150.02K | 8,684 |
| Darrell W. Schuh SVP; President & GM Lochinvar | Mar 4, 2026 | Sale | −1,104 | $74.39 | $82.13K | 2,201 |
| Samuel M. Carver SVP - Global Operations | Feb 23, 2026 | Gift | −1,144 | – | – | 2,713 |
| Darrell W. Schuh SVP; President & GM Lochinvar | Feb 13, 2026 | Tax withholding | −356 | $79.89 | $28.44K | 3,295 |
| Kevin J. Wheeler Executive Chairman, Director | Feb 13, 2026 | Award | +8,598 | $79.89 | $686.89K | 128,348 |
| Kevin J. Wheeler Executive Chairman, Director | Feb 13, 2026 | Tax withholding | −16,942 | $79.89 | $1.35M | 119,750 |
| Kevin J. Wheeler Executive Chairman, Director | Feb 13, 2026 | Option exercise | +36,045 | – | – | 136,692 |
| Charles T. Lauber EVP & CFO | Feb 13, 2026 | Option exercise | +9,460 | – | – | 49,312 |
| Charles T. Lauber EVP & CFO | Feb 13, 2026 | Tax withholding | −4,447 | $79.89 | $355.27K | 44,865 |
| Charles T. Lauber EVP & CFO | Feb 13, 2026 | Award | +2,254 | $79.89 | $180.07K | 47,119 |
| Douglas Samuel Karge SVP - President NA Water Treat | Feb 13, 2026 | Award | +338 | $79.89 | $27.00K | 3,890 |
| Douglas Samuel Karge SVP - President NA Water Treat | Feb 13, 2026 | Tax withholding | −666 | $79.89 | $53.21K | 3,552 |
| Douglas Samuel Karge SVP - President NA Water Treat | Feb 13, 2026 | Option exercise | +1,415 | – | – | 4,218 |
| Darrell W. Schuh SVP; President & GM Lochinvar | Feb 13, 2026 | Option exercise | +1,460 | – | – | 3,651 |
| Darrell W. Schuh SVP; President & GM Lochinvar | Feb 13, 2026 | Sale | −356 | $79.89 | $28.44K | 3,295 |
| Benjamin A. Otchere Vice President and Controller | Feb 13, 2026 | Option exercise | +1,460 | – | – | 2,693 |
| Benjamin A. Otchere Vice President and Controller | Feb 13, 2026 | Tax withholding | −545 | $79.89 | $43.54K | 2,148 |
| Samuel M. Carver SVP - Global Operations | Feb 13, 2026 | Option exercise | +2,605 | – | – | 4,174 |
| Samuel M. Carver SVP - Global Operations | Feb 13, 2026 | Award | +709 | $79.89 | $56.64K | 3,857 |
| Samuel M. Carver SVP - Global Operations | Feb 13, 2026 | Tax withholding | −1,026 | $79.89 | $81.97K | 3,148 |
| James F. Stern Exec VP, Corp Dev, Strat & Sec | Feb 13, 2026 | Option exercise | +6,850 | – | – | 103,134 |
| James F. Stern Exec VP, Corp Dev, Strat & Sec | Feb 13, 2026 | Tax withholding | −3,220 | $79.89 | $257.25K | 99,914 |
| James F. Stern Exec VP, Corp Dev, Strat & Sec | Feb 13, 2026 | Award | +1,633 | $79.89 | $130.46K | 101,547 |
| Stephen D. O'Brien SVP; Pres & General Mngr NAWH | Feb 13, 2026 | Option exercise | +2,905 | – | – | 6,863 |
| Stephen D. O'Brien SVP; Pres & General Mngr NAWH | Feb 13, 2026 | Tax withholding | −1,144 | – | – | 5,719 |
| Stephen D. O'Brien SVP; Pres & General Mngr NAWH | Feb 13, 2026 | Award | +791 | – | – | 6,510 |
| James F. Stern Exec VP, Corp Dev, Strat & Sec | Dec 1, 2025 | Gift | −2,500 | – | – | 96,284 |
| James F. Stern Exec VP, General Counsel & Sec | Aug 7, 2025 | Sale | −17,434 | $71.24 | $1.24M | 98,784 |
| Charles T. Lauber EVP & CFO | Jul 31, 2025 | Tax withholding | −2,074 | $70.79 | $146.82K | 39,852 |
| Charles T. Lauber EVP & CFO | Jul 31, 2025 | Option exercise | +2,933 | $31.67 | $92.89K | 41,926 |
| Kevin J. Wheeler Executive Chairman, Director | Jul 30, 2025 | Sale | −22,200 | $71.26 | $1.58M | 100,647 |
| Kevin J. Wheeler Executive Chairman, Director | Jul 30, 2025 | Option exercise | +22,200 | $31.67 | $703.07K | 122,847 |
| Mark D. Smith Director | Jul 29, 2025 | Sale | −2,400 | $71.36 | $171.26K | 116,242 |
| James F. Stern Exec VP, General Counsel & Sec | Jun 4, 2025 | Gift | −1,186 | – | – | 116,218 |
| Christopher L. Mapes Director | Apr 8, 2025 | Award | +2,468 | $60.78 | $150.01K | 6,277 |
| Lois M. Martin Director | Apr 8, 2025 | Award | +2,468 | $60.78 | $150.01K | 4,094 |
| Ilham Kadri Director | Apr 8, 2025 | Award | +2,468 | $60.78 | $150.01K | 21,317 |
| Todd W. Fister Director | Apr 8, 2025 | Award | +2,468 | $60.78 | $150.01K | 4,094 |
| Mark D. Smith Director | Apr 8, 2025 | Award | +2,468 | $60.78 | $150.01K | 118,642 |
| Stephen D. O'Brien SVP; Pres & General Mngr NAWH | Apr 1, 2025 | Tax withholding | −760 | $65.23 | $49.57K | 3,899 |
| Stephen D. O'Brien SVP; Pres & General Mngr NAWH | Apr 1, 2025 | Option exercise | +1,930 | – | – | 4,659 |
| Samuel M. Carver SVP - Global Operations | Feb 27, 2025 | Sale | −3,460.35 | $66.51 | $230.15K | 0 |
| Samuel M. Carver SVP - Global Operations | Feb 21, 2025 | Gift | −369 | – | – | 1,569 |
| Douglas Samuel Karge SVP - President NA Water Treat | Feb 7, 2025 | Sale | −419 | $65.65 | $27.51K | 2,749 |
| Douglas Samuel Karge SVP - President NA Water Treat | Feb 7, 2025 | Option exercise | +800 | – | – | 3,168 |
| Kevin J. Wheeler Chairman and CEO | Feb 7, 2025 | Tax withholding | −9,664 | $65.65 | $634.44K | 100,647 |
| Kevin J. Wheeler Chairman and CEO | Feb 7, 2025 | Option exercise | +20,440 | – | – | 110,311 |
| Samuel M. Carver SVP - Global Operations | Feb 7, 2025 | Tax withholding | −597 | $65.65 | $39.19K | 1,938 |
| Samuel M. Carver SVP - Global Operations | Feb 7, 2025 | Option exercise | +1,335 | – | – | 2,535 |
| Stephanie Melissa Scheppele SVP - CIO | Feb 7, 2025 | Option exercise | +1,535 | – | – | 3,995 |
| Stephanie Melissa Scheppele SVP - CIO | Feb 7, 2025 | Tax withholding | −686 | $65.65 | $45.04K | 3,309 |
| Benjamin A. Otchere Vice President and Controller | Feb 7, 2025 | Tax withholding | −247 | $65.65 | $16.22K | 1,207 |
| Benjamin A. Otchere Vice President and Controller | Feb 7, 2025 | Option exercise | +660 | – | – | 1,454 |
| Stephen D. O'Brien SVP; Pres & General Mngr NAWH | Feb 7, 2025 | Tax withholding | −496 | $65.65 | $32.56K | 2,718 |
| Stephen D. O'Brien SVP; Pres & General Mngr NAWH | Feb 7, 2025 | Option exercise | +1,110 | – | – | 3,214 |
| James F. Stern Exec VP, General Counsel & Sec | Feb 7, 2025 | Tax withholding | −1,920 | $65.65 | $126.05K | 117,404 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Schuh Darrell Officer | Mar 4, 2026 | 1,104 | $82.13K | Mar 4, 2026 | Restricted stock vesting under a registered plan |
| J. & Constance Y. Wheeler Rt Kevin Officer | Jul 30, 2025 | 22,200 | $1.58M | Jul 30, 2025 | Exercise of options under a registered plan |
| D. Smith Mark Director | Jul 29, 2025 | 2,400 | $171.26K | Jul 29, 2025 | Employee stock unit award(s) |
| M. Carver Samuel Officer | Aug 7, 2024 | 14,705 | $1.19M | Aug 7, 2024 | Exercise of options under a registered plan |
| Ronald D. Brown Director | Jul 30, 2024 | 3,631 | $307.42K | Jul 30, 2024 | BOARD RETAINER |
| Warren &tamara Warren Jt Ten David Former Officer | Jul 12, 2024 | 19,951 | $1.75M | Jul 12, 2024 | Exercise of options under a registered plan |
| Heideman Robert Officer | Mar 5, 2024 | 9,890 | $837.04K | Mar 5, 2024 | Exercise of options under a registered plan |
| Rajendra Ajita Director | Mar 4, 2024 | 60,258 | $5.09M | Mar 4, 2024 | Exercise of options under a registered plan |
| Rajendra Ajita Director | Mar 1, 2024 | 43,137 | $3.62M | Mar 1, 2024 | Exercise of options under a registered plan |
| Rajendra Ajita Director | Feb 29, 2024 | 24,669 | $2.05M | Feb 29, 2024 | Exercise of options under a registered plan |
| Rajendra Ajita Director | Feb 28, 2024 | 25,331 | $2.10M | Feb 28, 2024 | Exercise of options under a registered plan |
| Idelle K. Wolf Director | Feb 5, 2024 | 814 | $63.76K | Feb 5, 2024 | Stock Award |
| Idelle K. Wolf Director | Nov 17, 2023 | 1,000 | $75.64K | Nov 17, 2023 | Stock Award |
| Heideman Robert Officer | Nov 14, 2023 | 4,622 | $349.82K | Nov 14, 2023 | Exercise of options under a registered plan |
| A. Petrarca Mark Officer | Nov 14, 2023 | 8,000 | $605.59K | Nov 14, 2023 | Restricted stock vesting under a registered plan |