§ BUILDING
USD · Building

AOS

SMITH (A.O.) CORP
· USDSector · BuildingMarket cap · $7234.68TBeta · 1.37
LAST · MARKET CLOSE
62.43
−1.37 ▼ 2.15%PREV CLOSE · $63.80
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 62.71HIGH 63.59LOW 62.32VOL 0AVG VOL 52W 58.83 — 81.86
EVENTSMAR 04 · SDW SELL
§ 02 · AC TAKE
Where we stand
HOLDAWAITING UPDATE

AOS reference view — institutional positioning, fundamentals and flow.

AC intelligence is being prepared for this ticker. Review the signal stack, ownership mix and insider tape below for the data behind our read.

CONVICTION
50/100
TIME HORIZON
6M
Read the full note →

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
326 increased/new, 234 decreased/exited (13F)
AC 13F Analysis
INSIDER
No recent filings
SHORT INT
FINRA · bi-monthly
OPTIONS SKEW
CBOE · 30d
ANALYST
Street consensus
CROWDING
Ownership percentile

§ 04 · FUNDAMENTALS · THE BOOKS

P/E13.2P/S
EV/EBITDAP/B5.01
Revenue (TTM)Rev YoY
Gross marginOp margin
Net incomeFCF
CashDebt
Dividend2.24%Buybacks 1Y
AC INTELLIGENCE

Fundamentals snapshot for AOS. Valuation multiples, margins, and balance-sheet position across two key/value columns. AC commentary expands as the narrative for this ticker is published.

§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
VANGUARD CAPITAL MANAGEMENT LLC7.3M0.0%
VANGUARD CAPITAL MANAGEMENT LLC7.3M0.0%
VANGUARD PORTFOLIO MANAGEMENT LLC7.1M0.0%
State Street5.8M0.0%−3%
Fidelity Management4.7M0.0%+38%
Impax Asset Management Group plc4.3M2.0%−8%
AC INTELLIGENCE

Top institutional owners for AOS as of the most recent 13F window (Mar 2026). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER8.6% · 0 holders
OTHER41.7% · 487 holders
PASSIVE / INDEX16.2% · 12 holders
DEALER / BANK15.0% · 51 holders
QUALITY / COMPOUNDER13.9% · 28 holders
SYSTEMATIC / QUANT2.4% · 16 holders
INCOME / DEFENSIVE2.0% · 37 holders
TACTICAL / MACRO0.3% · 3 holders
ACTIVIST0.0% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
DEEP VALUE0.0% · 1 holder
AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderRoleActionShares$ value
MAR 04Schuh Darrell W.SELL1K−$82K
FEB 17Schuh Darrell W.SELL356−$28K
AC INTELLIGENCE

0 insider buys, 2 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES