Oppenheimer cuts target for A. O. Smith stock to USD 72.00

Published on 10/25/2026 at 00:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter earnings per share reached USD 1.03 against USD 0.96 consensus. A. O. Smith stock faces October 29 results and a USD 0.38 dividend.

Target reset and earnings date

Oppenheimer lowered its A. O. Smith target from USD 75.00 to USD 72.00 on October 21, 2026.
A. O. Smith reported second-quarter earnings per share of USD 1.03 against USD 0.96 consensus.
Third-quarter results are scheduled for October 29, 2026, before the NYSE open.

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A. O. Smith Corp. (US8318652091) saw Oppenheimer cut its price target from USD 75.00 to USD 72.00 on October 21, 2026, while retaining an Outperform rating, according to MarketScreener. The target reset puts the upcoming quarterly report at the center of the investment case.

What does the target reset mean for earnings?

MarketBeat expects third-quarter 2026 earnings per share of USD 0.895 and revenue of USD 960.20 million. The forecast compares with full-year 2026 adjusted earnings-per-share guidance of USD 3.70 to USD 3.85, keeping the next report focused on demand and cost pressure.

Three dates frame the stock

On July 30, 2026, A. O. Smith reported second-quarter earnings per share of USD 1.03 against USD 0.96 consensus and revenue of USD 1.00 billion, down 0.70 percent year over year, as MarketBeat reported. On October 12, 2026, the company approved a quarterly dividend of USD 0.38 per share. On October 21, 2026, Oppenheimer reduced its target from USD 75.00 to USD 72.00 while maintaining Outperform.

When are the next investor dates?

The next reporting date is October 29, 2026, before the market opens, according to MarketBeat. The dividend record date is October 30, 2026, and the USD 0.38 payment is scheduled for November 16, 2026, according to Zacks.

Capital allocation adds support

Zacks reported that A. O. Smith generated USD 233.3 million in free cash flow during the first half of 2026 and repurchased shares for USD 162.4 million in that period. The company also targets USD 300 million of share repurchases for 2026, giving investors a measurable capital-allocation counterweight to the lower analyst target.

Stock context before results

A. O. Smith operates in water heating and water treatment, with the company profile identifying the NYSE as its primary exchange and Electrical Components and Equipment as its industry. The October 29 report will test whether second-quarter earnings strength can offset the lower full-year outlook and recent target reductions. The further course of trading is shown by the continuously updated real-time quote of A. O. Smith stock.