Insider and congress filings
A. O. Smith Corporation (AOS)
About A. O. Smith Corporation
from the company's filings and listing- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Chief executive
- Stephen Shafer
- Employees
- 11,500
- Listed since
- Sep 30, 1983
- Market value
- $8.0B
- Price to earnings
- 16.1
- Earnings per share
- $3.61
- Dividend yield
- 2.49%
Earnings
6 reported quarters · next on Oct 27, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 30, 2026 | $1.03 | $0.96 | $1.0B | $994.9M | EPS beatRevenue in line |
| Q1 FY2026reported Apr 30, 2026 | $0.85 | $0.94 | $945.6M | $974.1M | EPS missRevenue miss |
| Jan 29, 2026 | $0.90 | $0.84 | $912.5M | $928.3M | EPS beatRevenue miss |
| Q3 FY2025reported Oct 28, 2025 | $0.94 | $0.91 | $942.5M | $948.0M | EPS beatRevenue in line |
| Q2 FY2025reported Jul 24, 2025 | $1.07 | $0.97 | $1.0B | $937.0M | EPS beatRevenue beat |
| Q1 FY2025reported Apr 29, 2025 | $0.95 | $0.91 | $963.9M | $952.3M | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Mar 4, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Kevin J. WheelerExecutive Chairman | $1.1M | $3.7M | $3.7M | $8.5M |
| Stephen M. ShaferPresident and Chief Executive Officer | $966K | $2.7M | $1.3M | $5.0M |
| James F. SternExecutive Vice President, Corporate Development, Strat | $669K | $699K | $1.5M | $2.9M |
| Charles T. LauberExecutive Vice President and Chief Financial Officer | $674K | $943K | $1.2M | $2.8M |
| Ming ChengSenior Vice President and Chief Technology Officer | $230K | $1.8M | $492K | $2.5M |
| Christopher T. HoweSenior Vice President and Chief Digital Information Of | $110K | $1.6M | $76K | $1.8M |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| FMR LLC | $653.4M | 10,417,815 | +31.4% | 7.52% |
| Blackrock, Inc. | $505.3M | 8,056,801 | +9.5% | 5.82% |
| Vanguard Capital Management LLC | $457.0M | 7,286,250 | -0.6% | 5.26% |
| Vanguard Portfolio Management LLC | $442.3M | 7,051,327 | -0.7% | 5.09% |
| State Street Corp | $412.8M | 6,581,486 | +14.3% | 4.75% |
| Invesco Ltd. | $347.2M | 5,535,312 | +17.0% | 4.00% |
| American Century Companies Inc | $296.4M | 4,726,410 | +12.1% | 3.41% |
| Geode Capital Management, LLC | $233.7M | 3,731,320 | -5.3% | 2.69% |
| Impax Asset Management Group PLC | $176.5M | 2,813,713 | -34.2% | 2.03% |
| Morgan Stanley | $170.4M | 2,717,566 | -24.1% | 1.96% |
| Proshare Advisors LLC | $157.1M | 2,504,555 | +8.4% | 1.81% |
| UBS Group AG | $155.1M | 2,473,535 | +168.4% | 1.79% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
6 filings of 310 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Darrell W. SchuhSVP; President & GM Lochinvar | Sold | 1,104 | $74.39 | $82K | Mar 4, 2026 | 0d |
| Darrell W. SchuhSVP; President & GM Lochinvar | Sold | 356 | $79.89 | $28K | Feb 13, 2026 | 4d |
| James F. SternExec VP, General Counsel & Sec | Sold | 17,434 | $71.24 | $1.2M | Aug 7, 2025 | 0d |
| Kevin J. WheelerExecutive Chairman | Sold | 22,200 | $71.26 | $1.6M | Jul 30, 2025 | 0d |
| Mark D. SmithDirector | Sold | 2,400 | $71.36 | $171K | Jul 29, 2025 | 0d |
| Samuel M. CarverSVP - Global Operations | Sold | 3,460 | $66.51 | $230K | Feb 27, 2025 | 0d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in AOS
20 disclosures of 58 on record · median 30d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Julie JohnsonJointFiled late | Stock | Purchase | $1,001 - $15,000 | -19.9%S&P +14.6% · vs S&P 500 -34.5% | Sep 23, 2025 | Aug 5, 2026 | 316d |
| Julie JohnsonJointFiled late | Stock | Sale | $1,001 - $15,000 | -19.9%S&P +14.6% · vs S&P 500 -34.5% | Sep 23, 2025 | Aug 5, 2026 | 316d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -7.8%S&P +2.1% · vs S&P 500 -9.8% | Jun 30, 2026 | Jul 6, 2026 | 6d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -10.2%S&P +6.8% · vs S&P 500 -16.9% | Apr 24, 2026 | May 11, 2026 | 17d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | -19.0%S&P +15.5% · vs S&P 500 -34.5% | Sep 25, 2025 | Oct 7, 2025 | 12d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -9.8%S&P +26.7% · vs S&P 500 -36.5% | Jun 23, 2025 | Jul 9, 2025 | 16d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -7.6%S&P +40.4% · vs S&P 500 -48.0% | Apr 9, 2025 | May 12, 2025 | 33d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | -7.6%S&P +45.3% · vs S&P 500 -52.9% | Apr 16, 2025 | May 2, 2025 | 16d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | -7.6%S&P +45.6% · vs S&P 500 -53.2% | Apr 10, 2025 | May 2, 2025 | 22d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -15.2%S&P +33.1% · vs S&P 500 -48.3% | Mar 6, 2025 | Apr 10, 2025 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -11.9%S&P +36.4% · vs S&P 500 -48.3% | Mar 12, 2025 | Apr 10, 2025 | 29d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | -14.9%S&P +33.3% · vs S&P 500 -48.2% | Mar 6, 2025 | Apr 2, 2025 | 27d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | -13.7%S&P +28.3% · vs S&P 500 -41.9% | Feb 25, 2025 | Mar 27, 2025 | 30d |
| April McClain DelaneyDependent child | Stock | Sale | $15,001 - $50,000 | -11.6%S&P +24.8% · vs S&P 500 -36.5% | Feb 18, 2025 | Mar 20, 2025 | 30d |
| Jared Moskowitz | Stock | Sale | $1,001 - $15,000 | -22.4%S&P +27.7% · vs S&P 500 -50.1% | Nov 8, 2024 | Dec 9, 2024 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -18.6%S&P +30.8% · vs S&P 500 -49.3% | Nov 15, 2024 | Dec 5, 2024 | 20d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -20.9%S&P +27.7% · vs S&P 500 -48.6% | Nov 12, 2024 | Dec 5, 2024 | 23d |
| Jared MoskowitzFiled late | Stock | Purchase | $1,001 - $15,000 | -21.9%S&P +70.1% · vs S&P 500 -92.0% | Jul 14, 2023 | Aug 21, 2024 | 404d |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | -17.6%S&P +71.2% · vs S&P 500 -88.8% | Sep 8, 2023 | Oct 10, 2023 | 32d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | -22.8%S&P +67.0% · vs S&P 500 -89.8% | Feb 2, 2022 | Mar 17, 2022 | 43d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Carrie L. AndersonEVP & CFO | Stock award | 32,060 | Jul 1, 2026 |
| Aaron W. SaakDirector | Stock award | 2,296 | Apr 23, 2026 |
| Ilham KadriDirector | Stock award | 2,262 | Apr 13, 2026 |
| Christopher L. MapesDirector | Stock award | 2,262 | Apr 13, 2026 |
| Michael M. LarsenDirector | Stock award | 2,262 | Apr 13, 2026 |
| Aaron W. SaakDirector | Stock award | 2,262 | Apr 13, 2026 |
| Mark D. SmithDirector | Stock award | 2,262 | Apr 13, 2026 |
| Victoria M. HoltDirector | Stock award | 2,262 | Apr 13, 2026 |
| Todd W. FisterDirector | Stock award | 2,262 | Apr 13, 2026 |
| Lois M. MartinDirector | Stock award | 2,262 | Apr 13, 2026 |
| Darrell W. SchuhSVP; President & GM Lochinvar | Tax withholding | 356 | Feb 13, 2026 |
| Samuel M. CarverSVP - Global Operations | Gift | 1,144 | Feb 23, 2026 |
| Douglas Samuel KargeSVP - President NA Water Treat | Tax withholding | 666 | Feb 13, 2026 |
| Stephen D. O'BrienSVP; Pres & General Mngr Nawh | Option exercise | 2,905 | Feb 13, 2026 |
| Stephen D. O'BrienSVP; Pres & General Mngr Nawh | Stock award | 791 | Feb 13, 2026 |
| Stephen D. O'BrienSVP; Pres & General Mngr Nawh | Tax withholding | 1,144 | Feb 13, 2026 |
| Parag KulkarniSVP - Int'l; President India | Option exercise | 1,115 | Feb 13, 2026 |
| Charles T. LauberEVP & CFO | Option exercise | 9,460 | Feb 13, 2026 |
| Charles T. LauberEVP & CFO | Stock award | 2,254 | Feb 13, 2026 |
| Charles T. LauberEVP & CFO | Tax withholding | 4,447 | Feb 13, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling AOS?
Across the 6 most recent open-market filings shown here, 0 were purchases and 6 were sales.
Which members of Congress have traded AOS?
Julie Johnson, Ro Khanna, April McClain Delaney, Robert Bresnahan, Jared Moskowitz, Lois Frankel and others disclosed AOS transactions in the filings shown here.
Is AOS in the S&P 500 or the Nasdaq 100?
A. O. Smith Corporation is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are AOS trades disclosed?
Insider filings on this page reached the public a median of 0 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 30 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.