Smith AO Company Insiders
| AOS Stock | USD 66.90 1.45 2.22% |
Smith AO's insiders are aggressively selling. The analysis of insiders' sentiment of trading Smith AO stock suggests that virtually all insiders are panicking at this time. Smith AO employs about 11.5 K people.
| Ajita Rajendra Chairman Chairman, CEO and President and Member of Investment Policy Committee |
| Helen Gurholt President Principal Accounting Officer, Vice President Controller |
Insider Sentiment
Mostly Selling
Selling | Buying |
Latest Trades
| 2026-03-04 | Darrell W Schuh | Disposed 1104 @ 74.39 | View | ||
| 2026-02-13 | Darrell W Schuh | Disposed 356 @ 79.89 | View | ||
| 2025-09-25 | Julie Johnson | Disposed @ 71.42 | |||
| 2025-07-30 | Kevin J Wheeler | Disposed 22200 @ 71.26 | View |
Monitoring insider sentiment in Smith AO can give investors another window into how people closest to the business may be assessing current prospects. Used properly, insider trading analysis complements fundamental analysis and technical analysis rather than replacing either one.
Smith AO's Workforce Through the Years
A workforce review of Smith AO matters because hiring and staffing trends often say something about growth plans, cost discipline, and management expectations. The present forecast points to approximately slightly above 11,500 employees by April 2026, adding another checkpoint for evaluating operating execution.Macro event markers
latest congressional trading
Government-trading disclosures involving Smith AO matter because they give the market another transparency channel for politically exposed investors. The practical value comes from transparency: investors can compare timing, trade size, and subsequent price action without relying on rumor.
| 2025-10-08 | Representative Julie Johnson | Acquired under $15,000 | Verify |
Management Team Effectiveness
The company has Return on Asset of 14.26 % which indicates that it produced a $14.26 return on every $100 of assets. This is in line with the broader industry. In the same way, it shows a return on shareholders' equity (ROE) of 29.2 %, which indicates that it earned $29.2 per $100 of shareholder equity.As of this month (March), Net Income Applicable To Common Shares is projected to grow to approximately 573.5 M, while Common Stock Shares Outstanding is projected to decrease toward slightly above 136.6 M.
Stock Institutional Investors
Institutions hold about 99.56% of shares while insiders own roughly 0.44%. Annual revenue is about 3.83 Billion. How the institutional base reacts to earnings changes can move Smith AO in the short term. Shares outstanding are near 112.4 M. Whether the institutional base is growing or shrinking quarter over quarter matters more than the current snapshot.
| Shares | Earnest Partners Llc | 2025-12-31 | 2.1 M | First Trust Advisors L.p. | 2025-12-31 | 2 M | Dimensional Fund Advisors, Inc. | 2025-12-31 | 1.9 M | Bank Of America Corp | 2025-09-30 | 1.8 M | Norges Bank | 2025-12-31 | 1.5 M | Jpmorgan Chase & Co | 2025-09-30 | 1.3 M | Sarasin & Partners Llp | 2025-12-31 | 1.3 M | Sei Investments Co | 2025-09-30 | 1.3 M | Aqr Capital Management Llc | 2025-12-31 | 1.3 M | Vanguard Group Inc | 2025-12-31 | 15.1 M | Blackrock Inc | 2025-09-30 | 7 M |
Insider Trading Activities
Tracking Smith AO's insider filings adds context. Executives often respond to business conditions well before market sentiment shifts. Current market capitalization is about 9.25 Billion. These records work best as context, not as standalone buy-or-sell signals.
Outstanding Bonds
Outstanding bonds linked to Smith AO can tell investors a great deal about how the company finances itself beyond common equity markets. This is why bond analysis is not just a credit exercise; it also informs equity holders about solvency, optionality, and future capital-allocation pressure.
Corporate Filings
13A | 25th of March 2026 An amended filing to the original Schedule 13G | ViewVerify |
| 4th of March 2026 Other Reports | ViewVerify | |
F4 | 24th of February 2026 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 17th of February 2026 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 11th of February 2026 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 10th of February 2026 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
13A | 9th of February 2026 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 5th of February 2026 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 140.4 M | Current Value 139.9 M | Average Shares Outstanding 172.2 M | Quarterly Volatility 14.9 M |
Macro event markers
Holders Distribution
Institutional investors in Smith AO typically operate with more research capacity, technology, and trading scale than retail holders, which is why their activity can materially affect price behavior. The opportunity for retail investors is not to imitate blindly, but to understand how large-holder positioning may affect liquidity, volatility, and timing.
Market Cap and Value
Workforce Comparison
Smith AO is rated below average in number of employees relative to competitors. The total workforce of Industrials industry is presently estimated at about 136,571. Smith AO holds roughly 11,500 in number of employees claiming about 8% of equities under Industrials sector.
Profit Margins
The company has Net Profit Margin of 14.0 %, which may suggest a favorable competitive position supporting above-average margins. This is above the industry benchmark. In the same way, it shows Net Operating Margin of 18.0 %, which indicates that the company operates with efficiency that yields $18.0 per $100 of sales.| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.22 | 0.3883 |
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| Net Profit Margin | 0.15 | 0.1426 |
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| Operating Profit Margin | 0.2 | 0.1901 |
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| Pretax Profit Margin | 0.2 | 0.1867 |
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| Return On Assets | 0.18 | 0.1738 |
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| Return On Equity | 0.31 | 0.294 |
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Insider Trading History
Smith AO's insider log provides a timeline of management conviction alongside earnings and guidance changes. Sustained buying at different price levels is a stronger signal than routine scheduled sales under 10b5-1 plans.
| Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total Shares Sold | |
|---|---|---|---|---|---|
| 2026-03-01 | 1.381 | 29 | 21 | 177,838 | 97,540 |
| 2025-12-01 | 2.0 | 2 | 1 | 24,235 | 2,500 |
| 2025-09-01 | 0.5714 | 4 | 7 | 57,958 | 71,381 |
| 2025-06-01 | 3.0 | 9 | 3 | 21,674 | 3,876 |
| 2025-03-01 | 1.0 | 24 | 24 | 155,140 | 61,617 |
| 2024-09-01 | 0.3846 | 5 | 13 | 37,380 | 81,323 |
| 2024-06-01 | 1.125 | 9 | 8 | 14,634 | 22,880 |
| 2024-03-01 | 0.8919 | 33 | 37 | 349,525 | 402,381 |
| 2023-12-01 | 0.4762 | 10 | 21 | 642,951 | 548,812 |
| 2023-09-01 | 0.25 | 2 | 8 | 22,470 | 57,029 |
| 2023-06-01 | 2.2 | 11 | 5 | 23,419 | 11,534 |
| 2023-03-01 | 0.9063 | 29 | 32 | 231,053 | 246,423 |
| 2022-06-01 | 1.0833 | 13 | 12 | 36,526 | 25,147 |
| 2022-03-01 | 1.6071 | 45 | 28 | 319,415 | 99,144 |
| 2021-12-01 | 0.3023 | 13 | 43 | 581,963 | 929,961 |
| 2021-09-01 | 3.6667 | 11 | 3 | 50,207 | 50,770 |
| 2021-06-01 | 0.8684 | 33 | 38 | 275,130 | 561,472 |
| 2021-03-01 | 0.8429 | 59 | 70 | 480,284 | 676,337 |
| 2020-12-01 | 0.2692 | 7 | 26 | 244,100 | 542,988 |
| 2020-09-01 | 0.3333 | 2 | 6 | 7,665 | 58,834 |
| 2020-06-01 | 1.1111 | 10 | 9 | 171,143 | 304,565 |
| 2020-03-01 | 1.3636 | 45 | 33 | 669,140 | 86,566 |
| 2019-09-01 | 2.0 | 10 | 5 | 64,095 | 338,861 |
| 2019-06-01 | 1.1765 | 20 | 17 | 69,488 | 116,503 |
| 2019-03-01 | 1.3171 | 54 | 41 | 558,912 | 183,801 |
| 2018-09-01 | 0.8 | 4 | 5 | 41,340 | 74,792 |
| 2018-06-01 | 0.9333 | 14 | 15 | 32,082 | 127,983 |
| 2018-03-01 | 1.1667 | 56 | 48 | 438,060 | 350,537 |
| 2017-12-01 | 0.3571 | 15 | 42 | 260,705 | 533,346 |
| 2017-06-01 | 0.6774 | 21 | 31 | 221,631 | 454,116 |
| 2017-03-01 | 1.0851 | 51 | 47 | 580,186 | 628,285 |
| 2016-12-01 | 0.2667 | 4 | 15 | 11,191 | 69,628 |
| 2016-09-01 | 1.8333 | 11 | 6 | 7,794 | 27,510 |
| 2016-06-01 | 0.75 | 21 | 28 | 132,256 | 298,319 |
| 2016-03-01 | 1.3438 | 43 | 32 | 312,585 | 213,844 |
| 2015-12-01 | 0.3333 | 11 | 33 | 97,367 | 214,225 |
| 2015-09-01 | 3.25 | 13 | 4 | 121,576 | 240,100 |
| 2015-06-01 | 5.0 | 10 | 2 | 16,890 | 10,103 |
| 2015-03-01 | 1.1429 | 64 | 56 | 538,579 | 707,687 |
| 2014-12-01 | 0.3333 | 3 | 9 | 18,733 | 54,396 |
| 2014-09-01 | 0.3333 | 2 | 6 | 25,200 | 130,400 |
| 2014-06-01 | 2.0 | 14 | 7 | 45,652 | 53,940 |
| 2014-03-01 | 1.5135 | 56 | 37 | 405,761 | 172,381 |
| 2013-12-01 | 0.4 | 10 | 25 | 70,217 | 208,803 |
| 2013-09-01 | 0.4815 | 13 | 27 | 93,954 | 242,630 |
| 2013-06-01 | 3.0 | 9 | 3 | 12,375 | 16,400 |
| 2013-03-01 | 1.2381 | 52 | 42 | 314,083 | 291,315 |
| 2012-12-01 | 0.3143 | 11 | 35 | 310,295 | 846,585 |
| 2012-09-01 | 0.3214 | 9 | 28 | 22,546 | 45,794 |
| 2012-06-01 | 0.122 | 15 | 123 | 114,550 | 203,924 |
| 2012-03-01 | 0.209 | 42 | 201 | 460,850 | 518,695 |
| 2011-03-01 | 0.1387 | 52 | 375 | 564,948 | 607,306 |
| 2010-12-01 | 0.25 | 1 | 4 | 763.00 | 8,100 |
| 2010-09-01 | 0.0233 | 3 | 129 | 15,000 | 125,126 |
| 2010-03-01 | 1.7059 | 29 | 17 | 209,683 | 64,799 |
| 2009-12-01 | 0.0419 | 9 | 215 | 139,250 | 283,997 |
| 2009-09-01 | 0.0638 | 6 | 94 | 267,175 | 625,150 |
| 2009-06-01 | 1.7778 | 16 | 9 | 946,555 | 1,521,370 |
| 2009-03-01 | 10.5 | 21 | 2 | 336,000 | 29,495 |
| 2008-12-01 | 0.3429 | 12 | 35 | 152,200 | 164,310 |
| 2008-06-01 | 4.5 | 9 | 2 | 17,334 | 17,222 |
| 2008-03-01 | 22.0 | 22 | 1 | 198,300 | 0.77 |
| 2007-09-01 | 0.0776 | 9 | 116 | 210,481 | 416,190 |
| 2007-06-01 | 0.25 | 19 | 76 | 116,408 | 182,100 |
| 2007-03-01 | 0.4915 | 29 | 59 | 229,650 | 98,660 |
| 2006-12-01 | 0.6 | 6 | 10 | 29,289 | 75,706 |
| 2006-09-01 | 7.0 | 7 | 1 | 4,655 | 1,418 |
| 2006-06-01 | 0.3243 | 12 | 37 | 85,761 | 156,257 |
| 2006-03-01 | 0.1146 | 11 | 96 | 385,450 | 698,500 |
| 2005-12-01 | 1.6818 | 37 | 22 | 557,393 | 589,800 |
| 2005-09-01 | 0.2857 | 2 | 7 | 184,200 | 347,599 |
| 2005-06-01 | 0.8 | 12 | 15 | 52,520 | 93,700 |
| 2005-03-01 | 1.5 | 3 | 2 | 41,926 | 0.00 |
| 2004-12-01 | 4.875 | 39 | 8 | 428,200 | 153,911 |
| 2004-09-01 | 3.3333 | 10 | 3 | 130,825 | 158,322 |
| 2004-06-01 | 1.7778 | 16 | 9 | 29,612 | 12,750 |
| 2004-03-01 | 1.2222 | 11 | 9 | 178,711 | 48,400 |
| 2003-12-01 | 8.0 | 24 | 3 | 325,900 | 8,177 |
| 2003-09-01 | 4.0 | 4 | 1 | 47,000 | 23,500 |
Notable Stakeholders
A Smith AO stakeholder is any individual or group with an interest in the outcome of the business, which is why stakeholder analysis can reveal who may influence strategy and oversight. The stronger interpretation comes from connecting stakeholder presence with management behavior, governance patterns, and changes in the operating story.
| Ajita Rajendra | Chairman, CEO and President and Member of Investment Policy Committee | Profile | |
| Helen Gurholt | Principal Accounting Officer, Vice President Controller | Profile | |
| Daniel Kempken | Senior Vice President - Corporate Development and Strategy | Profile | |
| Peter Martineau | Senior Vice President, Chief Information Officer | Profile | |
| Wallace Goodwin | Senior Vice President and Presidentident and General Manager – Lochinvar, LLC | Profile | |
| Paul Dana | Senior Vice President – Global Operations | Profile | |
| Anindadeb DasGupta | Senior Vice President and Presidentident – A. O. Smith Holdings (Barbados) SRL | Profile | |
| Samuel Karge | President - North Americawater Treatment Business Unit | Profile | |
| S Scheppele | Senior Vice President, Chief Information Officer | Profile | |
| David Warren | Senior Vice President, President and General Manager - North America Water Heater | Profile | |
| Charles Lauber | Chief Financial Officer, Executive Vice President | Profile | |
| Mark Petrarca | Senior Vice President - Human Resources and Public Affairs | Profile | |
| Kevin Wheeler | Sr. VP and President of North America, India, Europe and Export | Profile | |
| Robert Heideman | Senior Vice President, Chief Technology Officer | Profile | |
| Stephen Shafer | President COO | Profile | |
| Patricia Ackerman | Senior Vice President – Investor Relations, Treasurer and Corporate Responsibility and Sustainability | Profile | |
| James Stern | Executive Vice President, General Counsel, Secretary | Profile | |
| Gene Wulf | Independent Director | Profile | |
| Bruce Smith | Presiding Independent Director | Profile | |
| Paul Jones | Independent Director | Profile | |
| Ronald Brown | Presiding Independent Director | Profile | |
| Mark Smith | Independent Director | Profile | |
| Idelle Wolf | Independent Director | Profile | |
| William Greubel | Presiding Independent Director | Profile | |
| Ilham Kadri | Independent Director | Profile | |
| Chris Howe | SVP Officer | Profile | |
| Stephen OBrien | SVP Heating | Profile | |
| Noelle PE | Social Environmental | Profile | |
| Ming Cheng | Senior Officer | Profile | |
| Samuel Carver | Senior Vice President - Global Operations | Profile | |
| Victoria Holt | Independent Director | Profile | |
| Christopher Howe | Senior Officer | Profile | |
| Michael Larsen | Independent Director | Profile | |
| James JD | Executive Secretary | Profile | |
| Jack Qiu | Senior Vice President - A. O. Smith China | Profile | |
| Earl Exum | Independent Director | Profile | |
| Melissa Scheppele | Senior Officer | Profile | |
| Parag Kulkarni | Senior International | Profile | |
| D Karge | Senior Vice President and Presidentident – North America Water Treatment | Profile | |
| Curt Selby | Senior Affairs | Profile | |
| Curtis Selby | Senior Affairs | Profile | |
| Darrell Schuh | Senior LLC | Profile |
Management Information & Data Sources
Smith AO is a mid-cap company across Building Products, Specialty Industrial Machinery, Industrials. Insider transaction activity tracks recent buying and selling by executives and directors. Changes in insider ownership are most informative when read alongside earnings trends and market conditions. CEO is Ajita Rajendra with 11,500 employees and 42 reported executives.
For Smith AO, this section uses periodic company reporting and market reference feeds and standardizes the results for cross-period comparison. Sell-side coverage, where present, supplements the data shown. Intraday timing differences may exist. Insider and management fields are mapped from published filings and company disclosures.
This content is curated and reviewed by:
Ellen Johnson - Member of Macroaxis Editorial BoardWorkforce Efficiency and Productivity
Workforce metrics tied to Smith AO offer a useful way to test whether headcount and economic output are moving in a productive direction. The business is commonly classified in the Industrials sector and the Specialty Industrial Machinery industry.
Smith AO Manpower Efficiency
Return on Smith AO Manpower
| Revenue Per Employee | 333.1K | |
| Revenue Per Executive | 91.2M | |
| Net Income Per Employee | 47.5K | |
| Net Income Per Executive | 13M | |
| Working Capital Per Employee | 37.3K | |
| Working Capital Per Executive | 10.2M |
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