AOS Smith A O (AOS) Insider Trading, Ownership & Congress Trades
Consumer Goods · Household appliances · CIK 0000091142
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
321
13F, latest reported quarter
What the filings say about AOS
Congress, 1 year
No trades
Last one: sale, 2025-09-25
Smith A O insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for SMITH A O CORP in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Feb 13, 2026.
- The trade is 50.2% of the 2,201 shares held after it.
- No other insider sold within 30 days.
- 321 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP; President & GM Lochinvar Schuh Darrell W. sold about $82.1K of AOS on Mar 4, 2026; 321 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 10.8% of the 3,295 shares held after it.
- No other insider sold within 30 days.
- 321 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP; President & GM Lochinvar Schuh Darrell W. sold about $28.4K of AOS on Feb 13, 2026; 321 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Nov 13, 2023.
- The trade is 17.6% of the 98,784 shares held after it.
- 2 other insiders sold within 30 days.
- 321 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Exec VP, General Counsel & Sec STERN JAMES F sold about $1.2M of AOS on Aug 7, 2025; 2 other insiders sold within 30 days and 321 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Aug 25, 2023.
- The trade is 22.1% of the 100,647 shares held after it.
- 2 other insiders sold within 30 days.
- 321 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Chairman Wheeler Kevin J. sold about $1.6M of AOS on Jul 30, 2025, the largest insider sale at the company since 2024; 2 other insiders sold within 30 days and 321 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Nov 22, 2023.
- The trade is 2.1% of the 116,242 shares held after it.
- 2 other insiders sold within 30 days.
- 321 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director SMITH MARK D sold about $171.3K of AOS on Jul 29, 2025; 2 other insiders sold within 30 days and 321 funds added in the latest 13F quarter.56 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
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
321 funds bought in last quarter
more than 85% of Consumer Goods
Revenue
+0.3% year over year
below 58% of Consumer Goods
Margin
14.3% net margin
more than 93% of Consumer Goods
Buybacks
$162.4M repurchased, FY to 2026-06-30
more than 82% of Consumer Goods
Short interest
10.7% of the float short (float per yahoo 2026-10-26) · 7.3 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch AOS
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.
-8.1%12M
Insider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns AOS: institutional holders (13F)
13F holdings, latest reported quarter
10,417,815 sh
$653.4M
8,056,801 sh
$505.3M
7,286,250 sh
$457.0M
7,051,327 sh
$442.3M
6,581,486 sh
$412.8M
Congress trades in AOS
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-09-25 · disclosed 12 days later
$1,001 - $15,000
Sold 2025-09-23 · disclosed 316 days later
$1,001 - $15,000
Bought 2025-09-23 · disclosed 316 days later
$1,001 - $15,000
Sold 2025-04-16 · disclosed 16 days later
$1,001 - $15,000
Sold 2025-04-10 · disclosed 22 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.
AOS planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
AOS mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Global X Clean Water ETF
$829.3K position · as of 2026-05-31
3.5%
Mid Cap Fund
$2.6M position · as of 2026-06-30
2.6%
AVE MARIA RISING DIVIDEND FUND
$22.0M position · as of 2026-06-30
2.5%
Madison Mid Cap Fund
$42.1M position · as of 2026-07-31
2.4%
Reinhart Mid Cap PMV Fund
$2.1M position · as of 2026-05-31
2.4%
Abacus FCF Real Assets Leaders ETF
$2.2M position · as of 2026-07-31
2.4%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr Wheeler
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
$7.7M
$6.4M
$2.7M
+57%
+76%
2023
$8.3M
$12.8M
$2.5M
+86%
+50%
2022
$6.6M
$180.9K
$1.7M
+27%
+27%
2021
$6.9M
$14.7M
$2.1M
+87%
+35%
2020
$5.2M
$6.9M
$2.6M
+17%
+11%
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 321 funds added last quarter. Each figure is a federal filing, dated the day it went public.
AOS financials
Revenue growth
+0.3%
XBRL, annual
Net margin
14.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$3.8B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM AOS
| FY Dec 2025 | $3.8B |
| FY Dec 2024 | $3.8B |
| FY Dec 2023 | $3.9B |
| FY Dec 2022 | $3.8B |
| FY Dec 2021 | $3.5B |
| Jun 2026 | $1.0B |
| Mar 2026 | $945.6M |
| Dec 2025 | $912.5M |
| Sep 2025 | $942.5M |
| Jun 2025 | $1.0B |
| Mar 2025 | $963.9M |
| Dec 2024 | $912.4M |
| Sep 2024 | $902.6M |
At each fiscal year end
Single quarter
Net margin, TTM
+13.1%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM AOS
| FY Dec 2025 | +14.3% |
| FY Dec 2024 | +14.0% |
| FY Dec 2023 | +14.4% |
| FY Dec 2022 | +6.3% |
| FY Dec 2021 | +13.8% |
| Jun 2026 | +12.4% |
| Mar 2026 | +12.5% |
| Dec 2025 | +13.7% |
| Sep 2025 | +14.0% |
| Jun 2025 | +15.0% |
| Mar 2025 | +14.2% |
| Dec 2024 | +12.0% |
| Sep 2024 | +13.3% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$639.4M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM AOS
| FY Dec 2025 | $546.0M |
| FY Dec 2024 | $473.8M |
| FY Dec 2023 | $597.7M |
| FY Dec 2022 | $321.1M |
| FY Dec 2021 | $566.0M |
| Jun 2026 | $114.4M |
| Mar 2026 | $118.9M |
| Dec 2025 | $165.5M |
| Sep 2025 | $240.6M |
| Jun 2025 | $122.5M |
| Mar 2025 | $17.4M |
| Dec 2024 | $191.3M |
| Sep 2024 | $163.4M |
At each fiscal year end
Single quarter
Debt to equity
0.35x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity AOS
| FY Dec 2025 | 0.08x |
| FY Dec 2024 | 0.10x |
| FY Dec 2023 | 0.07x |
| FY Dec 2022 | 0.20x |
| FY Dec 2021 | 0.11x |
| Jun 2026 | 0.35x |
| Mar 2026 | 0.33x |
| Dec 2025 | 0.08x |
| Sep 2025 | 0.10x |
| Jun 2025 | 0.16x |
| Mar 2025 | 0.15x |
| Dec 2024 | 0.10x |
| Sep 2024 | 0.06x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
1.09x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt AOS
| FY Dec 2025 | 3.98x |
| FY Dec 2024 | 3.01x |
| FY Dec 2023 | 5.27x |
| FY Dec 2022 | 1.14x |
| FY Dec 2021 | 3.26x |
| Jun 2026 | 1.09x |
| Mar 2026 | 1.15x |
| Dec 2025 | 3.98x |
| Sep 2025 | 3.53x |
| Jun 2025 | 1.96x |
| Mar 2025 | 1.90x |
| Dec 2024 | 3.01x |
| Sep 2024 | 4.94x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+27.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity AOS
| FY Dec 2025 | +29.2% |
| FY Dec 2024 | +28.6% |
| FY Dec 2023 | +31.0% |
| FY Dec 2022 | +13.2% |
| FY Dec 2021 | +26.5% |
| Jun 2026 | +27.1% |
| Mar 2026 | +28.3% |
| Dec 2025 | +29.2% |
| Sep 2025 | +28.2% |
| Jun 2025 | +27.6% |
| Mar 2025 | +28.0% |
| Dec 2024 | +28.6% |
| Sep 2024 | +29.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+14.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets AOS
| FY Dec 2025 | +17.1% |
| FY Dec 2024 | +16.5% |
| FY Dec 2023 | +17.0% |
| FY Dec 2022 | +6.9% |
| FY Dec 2021 | +14.7% |
| Jun 2026 | +14.5% |
| Mar 2026 | +15.3% |
| Dec 2025 | +17.1% |
| Sep 2025 | +16.8% |
| Jun 2025 | +16.1% |
| Mar 2025 | +16.2% |
| Dec 2024 | +16.5% |
| Sep 2024 | +17.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+22.4%
operating income after a 22.4% effective tax rate, over long-term 2026-06-30 plus current 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital AOS
| FY Dec 2025 | +30.6% |
| FY Dec 2024 | +30.5% |
| FY Dec 2023 | +36.3% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | +34.7% |
| Jun 2026 | +22.4% |
| Mar 2026 | +23.5% |
| Dec 2025 | +30.6% |
| Sep 2025 | +28.8% |
| Jun 2025 | +26.6% |
| Mar 2025 | +27.5% |
| Dec 2024 | +30.5% |
| Sep 2024 | +29.9% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+25.7%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed AOS
| FY Dec 2025 | +31.5% |
| FY Dec 2024 | +30.7% |
| FY Dec 2023 | +31.9% |
| FY Dec 2022 | +15.2% |
| FY Dec 2021 | +29.5% |
| Jun 2026 | +25.7% |
| Mar 2026 | +27.4% |
| Dec 2025 | +31.5% |
| Sep 2025 | +30.8% |
| Jun 2025 | +29.4% |
| Mar 2025 | +29.8% |
| Dec 2024 | +30.7% |
| Sep 2024 | +30.0% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
17.24x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing AOS
| FY Dec 2025 | 17.33x |
| FY Dec 2024 | 18.74x |
| FY Dec 2023 | 22.28x |
| FY Dec 2022 | 37.66x |
| FY Dec 2021 | 28.43x |
| Jun 2026 | 17.42x |
| Mar 2026 | 17.54x |
| Dec 2025 | 17.33x |
| Sep 2025 | 19.73x |
| Jun 2025 | 18.21x |
| Mar 2025 | 18.21x |
| Dec 2024 | 18.74x |
| Sep 2024 | 23.64x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value AOS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| 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 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield AOS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| 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 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth 0%, PEG needs growth
PEG, trailing AOS
| FY Dec 2025 | 2.87x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 0.16x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | 0.68x |
| Jun 2026 | n/a |
| Mar 2026 | 3.70x |
| Dec 2025 | 2.87x |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | 0.27x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. 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 | $3.8B | $3.8B | $3.9B | $3.8B |
| Gross profit | $1.5B | $1.5B | $1.5B | $1.3B |
| Operating income | $728.6M | $707.7M | $745.5M | $362.0M |
| Net income | $546.2M | $533.6M | $556.6M | $235.7M |
| EPS (diluted) | 3.85 | 3.63 | 3.69 | 1.51 |
| Operating cash flow | $616.8M | $581.8M | $670.3M | $391.4M |
| Cash | $174.5M | $239.6M | $339.9M | $391.2M |
| Long-term debt | $112.7M | $183.2M | $117.3M | $334.5M |
| Buybacks | $400.8M | $305.8M | $306.5M | $403.5M |
| Dividends paid | $195.7M | $190.4M | $183.5M | $177.2M |
SEC XBRL, fiscal years, as known on 2026-10-28
AOS Stock Sonar score 5/7 axes
Find similar shapesCompareAOS ranks highest on profitability (85th percentile) and institutional and government (85th), and lowest on risk and compliance (36th), among Consumer Goods peers.
5 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
AOS filings, in plain words
Have members of Congress traded AOS?
Yes, but not in the year to 2026-10-28; the latest on record is a sale by Julie Johnson dated 2025-09-25.
Read the full summary
Members of Congress have disclosed trades in AOS, none in the last year; the latest on record is a sale by Julie Johnson dated 2025-09-25. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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