
Insider and congress filings
A. O. Smith Corporation (AOS)
NYSE · Industrials · 310 insider transactions · 58 congress trades · last filed 3 months agoS&P 500
About A. O. Smith Corporation
from the company's filings and listing, as of Oct 24, 2026- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Chief executive
- Stephen Shafer
- Employees
- 11,500
- Listed since
- Sep 30, 1983
- Market value
- $8.4B
- Price to earnings (12 mo)
- 17.2
- Net income per share, as reported (12 mo)
- $3.61
- Dividend yield
- 2.34%
Earnings
6 reported quarters · next on Oct 29, 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 miss, GAAPRevenue miss |
| Q4 FY2025reported 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 beat, GAAPRevenue in line |
| Q2 FY2025reported Jul 24, 2025 | $1.07 | $0.97 | $1.0B | $937.0M | EPS beat, GAAPRevenue beat |
| Q1 FY2025reported Apr 29, 2025 | $0.95 | $0.91 | $963.9M | $952.3M | EPS beat, GAAPRevenue 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. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 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, Strategy, and Secretary | $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 Officer | $110K | $1.6M | $76K | $1.8M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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% | 4.73% |
| 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 and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Open-market insider trades
6 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Darrell W. SchuhSVP; President & GM Lochinvar | Sold | 1,104 | $74.39 | $82K | Mar 4, 2026filed Mar 4, 2026 | 0d |
| Darrell W. SchuhSVP; President & GM Lochinvar | Sold | 356 | $79.89 | $28K | Feb 13, 2026filed Feb 17, 2026 | 1d |
| James F. SternExec VP, General Counsel & Sec | Sold | 17,434 | $71.24 | $1.2M | Aug 7, 2025filed Aug 7, 2025 | 0d |
| Kevin J. WheelerExecutive Chairman | Sold | 22,200 | $71.26 | $1.6M | Jul 30, 2025filed Jul 30, 2025 | 0d |
| Mark D. SmithDirector | Sold | 2,400 | $71.36 | $171K | Jul 29, 2025filed Jul 29, 2025 | 0d |
| Samuel M. CarverSVP - Global Operations | Sold | 3,460 | $66.51 | $230K | Feb 27, 2025filed Feb 27, 2025 | 0d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (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 |
| Todd W. FisterDirector | Stock award | 2,262 | Apr 13, 2026 |
| Victoria M. HoltDirector | Stock award | 2,262 | Apr 13, 2026 |
| Ilham KadriDirector | Stock award | 2,262 | Apr 13, 2026 |
| Michael M. LarsenDirector | Stock award | 2,262 | Apr 13, 2026 |
| Christopher L. MapesDirector | Stock award | 2,262 | Apr 13, 2026 |
| Lois M. MartinDirector | Stock award | 2,262 | Apr 13, 2026 |
| Mark D. SmithDirector | Stock award | 2,262 | Apr 13, 2026 |
| Aaron W. SaakDirector | 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 |
| Samuel M. CarverSVP - Global Operations | Tax withholding | 1,026 | Feb 13, 2026 |
| Samuel M. CarverSVP - Global Operations | Stock award | 709 | Feb 13, 2026 |
| Samuel M. CarverSVP - Global Operations | Option exercise | 2,605 | Feb 13, 2026 |
| Douglas Samuel KargeSVP - President NA Water Treat | Tax withholding | 666 | Feb 13, 2026 |
| Douglas Samuel KargeSVP - President NA Water Treat | Stock award | 338 | Feb 13, 2026 |
| Douglas Samuel KargeSVP - President NA Water Treat | Option exercise | 1,415 | Feb 13, 2026 |
| Charles T. LauberEVP & CFO | Tax withholding | 4,447 | Feb 13, 2026 |
| Charles T. LauberEVP & CFO | Stock award | 2,254 | 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.
Congress trades in AOS
20 disclosures of 58 on record · median 30d of the 45 allowedSince the trade: the stock's move from its estimated entry price (a purchase) or estimated exit price (a sale) to its current price, the latest close we hold. Not the member's result.
| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Julie JohnsonJointFiled late | Stock | Sale | $1,001 - $15,000 | -14.2% since the saleEstimated exit price $72.17, close on Tue Sep 23, 2025Current price $61.91, close on Mon Oct 26 | Sep 23, 2025 | Aug 5, 2026 | 316d |
| Julie JohnsonJointFiled late | Stock | Purchase | $1,001 - $15,000 | -14.2% since the tradeEstimated entry price $72.17, close on Tue Sep 23, 2025Current price $61.91, close on Mon Oct 26 | Sep 23, 2025 | Aug 5, 2026 | 316d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -1.3% since the saleEstimated exit price $62.72, close on Tue Jun 30Current price $61.91, close on Mon Oct 26 | Jun 30, 2026 | Jul 6, 2026 | 6d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -3.8% since the tradeEstimated entry price $64.38, close on Fri Apr 24Current price $61.91, close on Mon Oct 26 | Apr 24, 2026 | May 11, 2026 | 17d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | -13.3% since the saleEstimated exit price $71.40, close on Thu Sep 25, 2025Current price $61.91, close on Mon Oct 26 | Sep 25, 2025 | Oct 7, 2025 | 12d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -3.5% since the saleEstimated exit price $64.14, close on Mon Jun 23, 2025Current price $61.91, close on Mon Oct 26 | Jun 23, 2025 | Jul 9, 2025 | 16d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -1.0% since the saleEstimated exit price $62.56, close on Wed Apr 9, 2025Current price $61.91, close on Mon Oct 26 | Apr 9, 2025 | May 12, 2025 | 33d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | -1.5% since the saleEstimated exit price $62.87, close on Thu Apr 10, 2025Current price $61.91, close on Mon Oct 26 | Apr 10, 2025 | May 2, 2025 | 22d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | -1.5% since the saleEstimated exit price $62.86, close on Wed Apr 16, 2025Current price $61.91, close on Mon Oct 26 | Apr 16, 2025 | May 2, 2025 | 16d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -9.3% since the tradeEstimated entry price $68.23, close on Thu Mar 6, 2025Current price $61.91, close on Mon Oct 26 | Mar 6, 2025 | Apr 10, 2025 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -5.7% since the tradeEstimated entry price $65.64, close on Wed Mar 12, 2025Current price $61.91, close on Mon Oct 26 | Mar 12, 2025 | Apr 10, 2025 | 29d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | -9.3% since the saleEstimated exit price $68.23, close on Thu Mar 6, 2025Current price $61.91, close on Mon Oct 26 | Mar 6, 2025 | Apr 2, 2025 | 27d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | -7.6% since the saleEstimated exit price $66.99, close on Tue Feb 25, 2025Current price $61.91, close on Mon Oct 26 | Feb 25, 2025 | Mar 27, 2025 | 30d |
| April McClain DelaneyDependent child | Stock | Sale | $15,001 - $50,000 | -5.8% since the saleEstimated exit price $65.72, close on Tue Feb 18, 2025Current price $61.91, close on Mon Oct 26 | Feb 18, 2025 | Mar 20, 2025 | 30d |
| Jared Moskowitz | Stock | Sale | $1,001 - $15,000 | -17.3% since the saleEstimated exit price $74.86, close on Fri Nov 8, 2024Current price $61.91, close on Mon Oct 26 | Nov 8, 2024 | Dec 9, 2024 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -15.4% since the tradeEstimated entry price $73.14, close on Tue Nov 12, 2024Current price $61.91, close on Mon Oct 26 | Nov 12, 2024 | Dec 5, 2024 | 23d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -14.3% since the tradeEstimated entry price $72.23, close on Fri Nov 15, 2024Current price $61.91, close on Mon Oct 26 | Nov 15, 2024 | Dec 5, 2024 | 20d |
| Jared Moskowitz | Stock | Purchase | $1,001 - $15,000 | n/a | Jul 14, 2023 | Aug 21, 2024 | 404d |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | n/a | Sep 8, 2023 | Oct 10, 2023 | 32d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | n/a | Feb 2, 2022 | Mar 17, 2022 | 43d |
Estimated prices are the stock's closing price on the trade date. A disclosure gives a value band, not the price paid. Not investment advice. After a sale a positive figure means the stock kept rising after it. On an option line the prices are the stock's, never the option's: the premium is never disclosed.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no prices or move are shown for that row.
Every Congress trade in AOS, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 23, 20261 member reports a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| April McClain Delaney | Democrat · House | $1,001 - $15,000 | 0.4% |
Estimate, as of Oct 23, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, marked to the latest close we hold. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
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.
Which members of Congress hold AOS?
1 member of Congress reports a position in AOS in the estimate we hold as of Oct 23, 2026. The estimated position belongs to April McClain Delaney. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
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 Oct 28, 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 business days after the transaction (weekends and federal holidays skipped), 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 Oct 28, 2026.
