AAON Aaon (AAON) Insider Trading, Ownership & Congress Trades
Industrials · Air-cond & warm air heatg equip & comm & indl refrig equip · CIK 0000824142
C-suite buying · 1
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
245
13F, latest reported quarter
Conversions, 180 days
8
Codes C/M, not in net · $3.8M priced
What the filings say about AAON
Insiders, 180 days
-$16.2M net sold
2 buyers · 5 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: sale, 2025-01-13
Aaon insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, AAON, INC. insiders sold a net $16.2M of stock across 164 Form 4 purchases and sales, with 2 insiders buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on Mar 5, 2025.
- +16.8% median (+12.1% mean) 90-day return after 3 previous buys.
- The trade is 25.0% of the 4,000 shares held after it.
- 1 other insider bought within 30 days.
- 245 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Stewart David Raymond bought about $74.7K of AAON on Sep 15, 2026; 1 other insider bought within 30 days and 245 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Sep 12, 2025.
- The trade is 14.6% of the 3,136 shares held after it.
- 1 other insider bought within 30 days.
- 245 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Vice President Shaub Matthew bought about $34.9K of AAON on Aug 28, 2026; 1 other insider bought within 30 days and 245 funds added in the latest 13F quarter.Context
- 15 earlier Form 4 trades (code P or S) here by this insider (15 sales), the last on May 7, 2026.
- 4 other insiders sold within 30 days.
- 245 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Accounting Officer Thompson Rebecca sold about $606.7K of AAON on Jun 2, 2026; 4 other insiders sold within 30 days and 245 funds added in the latest 13F quarter.Context
- 33 earlier Form 4 trades (code P or S) here by this insider (33 sales), the last on May 26, 2026.
- The trade is 124.6% of the 15,252 shares held after it.
- 4 other insiders sold within 30 days.
- 245 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Fields Gary D sold about $2.7M of AAON on May 29, 2026; 4 other insiders sold within 30 days and 245 funds added in the latest 13F quarter.Context
- 12 earlier Form 4 trades (code P or S) here by this insider (12 sales), the last on May 20, 2025.
- The trade is 27.3% of the 10,997 shares held after it.
- 4 other insiders sold within 30 days.
- 245 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Vice President Wichman Gordon Douglas sold about $421.2K of AAON on May 26, 2026; 4 other insiders sold within 30 days and 245 funds added in the latest 13F quarter.164 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$16.2M over 180 days
+$109.6K over 90 days
below 83% of Industrials
Congress
no House purchase disclosed in the last 12 months
Funds
245 funds bought in last quarter
more than 66% of Industrials
Revenue
+20.1% year over year
more than 82% of Industrials
Margin
7.5% net margin
more than 61% of Industrials
Buybacks
no share repurchases reported
Short interest
8.1% of the float short (float per yahoo 2026-10-26) · 4.4 days to cover · settled 2026-09-30
more than 81% of Industrials
What changed in the last 30 days
Oct 27Insider selling stopped: no sales in 90 days after 11 in the prior 90
Why it matters
The absence is the signal: 11 sales in one 90-day window and none in the next is a change of behaviour, not a filing.
Watch AAON
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-27.3%12M
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns AAON: institutional holders (13F)
13F holdings, latest reported quarter
6,686,241 sh
$848.2M
5,772,476 sh
$732.3M
3,121,771 sh
$396.0M
2,938,836 sh
$372.8M
2,625,540 sh
$333.1M
Congress trades in AAON
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-01-13 · disclosed 31 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
AAON planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
AAON mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Virtus KAR Small-Cap Growth Fund
$41.4M position · as of 2026-06-30
6.7%
Virtus KAR Small-Cap Growth Series
$3.1M position · as of 2026-06-30
6.6%
Spyglass Growth Fund
$53.0M position · as of 2026-06-30
5.3%
Geneva SMID Cap Growth Fund
$2.3M position · as of 2026-05-31
5.2%
AdvisorShares HVAC and Industrials ETF
$720.6K position · as of 2026-06-30
4.4%
Wasatch U.S. Select Fund
$662.7K position · as of 2026-06-30
3.9%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Matthew J. Tobolski
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$4.1M
$13.0M
$1.2M
+267%
+126%
2023
$5.0M
$9.6M
$1.2M
+130%
+92%
2022
$3.4M
$3.8M
$848.8K
+55%
+39%
2021
$2.9M
$5.5M
$1.1M
+63%
+45%
2020
$2.4M
$6.5M
$1.3M
+36%
+16%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $16.2M sold by insiders over 180 days, 245 funds added last quarter. Each figure is a federal filing, dated the day it went public.
AAON financials
Revenue growth
+20.1%
XBRL, annual
Net margin
7.5%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.9B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM AAON
| FY Dec 2025 | $1.4B |
| FY Dec 2024 | $1.2B |
| FY Dec 2023 | $1.2B |
| FY Dec 2022 | $888.8M |
| FY Dec 2021 | $534.5M |
| Jun 2026 | $627.0M |
| Mar 2026 | $496.9M |
| Dec 2025 | $424.2M |
| Sep 2025 | $384.2M |
| Jun 2025 | $311.6M |
| Mar 2025 | $322.1M |
| Dec 2024 | $297.7M |
| Sep 2024 | $327.3M |
At each fiscal year end
Single quarter
Net margin, TTM
+8.2%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM AAON
| FY Dec 2025 | +7.5% |
| FY Dec 2024 | +14.0% |
| FY Dec 2023 | +15.2% |
| FY Dec 2022 | +11.3% |
| FY Dec 2021 | +11.0% |
| Jun 2026 | +9.0% |
| Mar 2026 | +8.0% |
| Dec 2025 | +7.6% |
| Sep 2025 | +8.0% |
| Jun 2025 | +5.0% |
| Mar 2025 | +9.1% |
| Dec 2024 | +8.3% |
| Sep 2024 | +16.1% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$118.8M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM AAON
| FY Dec 2025 | -$190.0M |
| FY Dec 2024 | -$3.1M |
| FY Dec 2023 | $54.6M |
| FY Dec 2022 | $7.3M |
| FY Dec 2021 | $5.8M |
| Jun 2026 | -$31.2M |
| Mar 2026 | -$11.1M |
| Dec 2025 | -$43.2M |
| Sep 2025 | -$33.3M |
| Jun 2025 | -$57.6M |
| Mar 2025 | -$55.9M |
| Dec 2024 | -$95.4M |
| Sep 2024 | $29.8M |
At each fiscal year end
Single quarter
Debt to equity
0.00x
current debt only, 2025-12-31 (6 months older than the period end); equity 2026-06-30
Debt to equity AAON
| FY Dec 2025 | 0.00x |
| FY Dec 2024 | 0.02x |
| FY Dec 2023 | 0.00x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.00x |
| Mar 2026 | 0.00x |
| Dec 2025 | 0.00x |
| Sep 2025 | 0.00x |
| Jun 2025 | 0.00x |
| Mar 2025 | 0.02x |
| Dec 2024 | 0.02x |
| Sep 2024 | 0.00x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
n/a
no debt to cover
Cash flow to debt AAON
| FY Dec 2025 | n/a |
| FY Dec 2024 | 12.03x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | 5.68x |
| Dec 2024 | 12.03x |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+17.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity AAON
| FY Dec 2025 | +12.5% |
| FY Dec 2024 | +21.6% |
| FY Dec 2023 | +27.4% |
| FY Dec 2022 | +19.5% |
| FY Dec 2021 | +14.4% |
| Jun 2026 | +17.3% |
| Mar 2026 | +13.5% |
| Dec 2025 | +12.5% |
| Sep 2025 | +12.1% |
| Jun 2025 | +15.5% |
| Mar 2025 | +19.8% |
| Dec 2024 | +21.6% |
| Sep 2024 | +25.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+9.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets AAON
| FY Dec 2025 | +7.5% |
| FY Dec 2024 | +15.9% |
| FY Dec 2023 | +20.2% |
| FY Dec 2022 | +13.7% |
| FY Dec 2021 | +10.7% |
| Jun 2026 | +9.8% |
| Mar 2026 | +7.6% |
| Dec 2025 | +7.5% |
| Sep 2025 | +7.8% |
| Jun 2025 | +10.1% |
| Mar 2025 | +14.1% |
| Dec 2024 | +15.9% |
| Sep 2024 | +19.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+19.3%
operating income after a 16.9% effective tax rate, over current debt only, 2025-12-31 (6 months older than the period end) plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital AAON
| FY Dec 2025 | +14.2% |
| FY Dec 2024 | +21.4% |
| FY Dec 2023 | +28.1% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | +19.3% |
| Mar 2026 | +15.3% |
| Dec 2025 | +14.2% |
| Sep 2025 | +13.4% |
| Jun 2025 | +16.5% |
| Mar 2025 | +20.1% |
| Dec 2024 | +21.4% |
| Sep 2024 | +26.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+15.7%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed AAON
| FY Dec 2025 | +12.4% |
| FY Dec 2024 | +23.0% |
| FY Dec 2023 | +30.7% |
| FY Dec 2022 | +20.6% |
| FY Dec 2021 | +14.5% |
| Jun 2026 | +15.7% |
| Mar 2026 | +13.3% |
| Dec 2025 | +12.4% |
| Sep 2025 | +12.1% |
| Jun 2025 | +14.9% |
| Mar 2025 | +20.5% |
| Dec 2024 | +23.0% |
| Sep 2024 | +28.7% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
37.07x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing AAON
| FY Dec 2025 | 59.11x |
| FY Dec 2024 | 58.55x |
| FY Dec 2023 | 34.68x |
| FY Dec 2022 | 34.63x |
| FY Dec 2021 | 73.55x |
| Jun 2026 | 66.42x |
| Mar 2026 | 58.27x |
| Dec 2025 | 59.11x |
| Sep 2025 | 77.22x |
| Jun 2025 | 50.17x |
| Mar 2025 | 41.12x |
| Dec 2024 | 58.55x |
| Sep 2024 | 47.51x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$5.8B
market value at close 2026-10-26 on 2026-08-06 shares, plus current debt only, 2025-12-31 (6 months older than the period end), minus cash 2026-06-30
Enterprise value AAON
| FY Dec 2025 | $6.2B |
| FY Dec 2024 | $9.6B |
| FY Dec 2023 | $6.0B |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | $10.4B |
| Mar 2026 | $6.7B |
| Dec 2025 | $6.2B |
| Sep 2025 | $7.6B |
| Jun 2025 | $6.0B |
| Mar 2025 | $6.4B |
| Dec 2024 | $9.6B |
| Sep 2024 | $8.7B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-2.0%
TTM free cash flow over market value at close 2026-10-26
FCF yield AAON
| FY Dec 2025 | -3.1% |
| FY Dec 2024 | -0.0% |
| FY Dec 2023 | +0.9% |
| FY Dec 2022 | +0.3% |
| FY Dec 2021 | +0.2% |
| Jun 2026 | -1.1% |
| Mar 2026 | -2.2% |
| Dec 2025 | -3.1% |
| Sep 2025 | -3.2% |
| Jun 2025 | -3.0% |
| Mar 2025 | -1.8% |
| Dec 2024 | -0.0% |
| Sep 2024 | +1.4% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
1.24x
P/E over trailing EPS growth of 30%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing AAON
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 0.74x |
| FY Dec 2022 | 0.34x |
| FY Dec 2021 | n/a |
| Jun 2026 | 2.22x |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | 4.43x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $1.4B | $1.2B | $1.2B | $888.8M |
| Gross profit | $385.7M | $397.1M | $399.0M | $237.6M |
| Operating income | $146.2M | $209.1M | $227.5M | $126.8M |
| Net income | $107.6M | $168.6M | $177.6M | $100.4M |
| EPS (diluted) | 1.29 | 2.02 | 2.13 | 1.24 |
| Operating cash flow | $534.0K | $192.5M | $158.9M | $61.3M |
| Cash | $13.0K | $14.0K | $287.0K | $5.5M |
| Dividends paid | $32.6M | $26.1M | $26.4M | $22.9M |
SEC XBRL, fiscal years, as known on 2026-10-27
AAON Stock Sonar score 6/7 axes
Find similar shapesCompareAAON ranks highest on financial health (99th percentile) and growth (82nd), and lowest on risk and compliance (51st), among Industrials peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
AAON filings, in plain words
Are Aaon insiders buying or selling AAON?
In the 180 days to 2026-10-27, Aaon insiders were net sellers, a net $16.2M: $109.6K of purchases and $16.3M of sales reported on Form 4, by 2 buyers and 5 sellers.
Have members of Congress traded AAON?
Yes, but not in the year to 2026-10-27; the latest on record is a sale by Rob Bresnahan dated 2025-01-13.
Read the full summary
In the 180 days to 2026-10-27, Aaon insiders were net sellers of AAON, a net $16.2M across purchases and sales reported on Form 4 by 2 buyers and 5 sellers. Sales outweighed purchases more than tenfold by value. 2 different insiders reported purchases within the last 90 days, a cluster buy, which is rarer than a single purchase. None of the 11 insider sales was flagged as made under a Rule 10b5-1 plan. Members of Congress have disclosed trades in AAON, none in the last year; the latest on record is a sale by Rob Bresnahan dated 2025-01-13. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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