Insider transaction
Darrell W. Schuh, identified as senior vice president and president and general manager of the Lochinvar business unit at A. O. Smith Corporation (NYSE: AOS), completed a sale of 356 shares of the companys common stock on February 13, 2026. The reported sale price was $79.885 per share, yielding a gross transaction value of $28,439.
On the same date, Schuh also acquired 1,460 shares of common stock with a reported value of $0 through the exercise of restricted stock units. The acquisition via RSU exercise was recorded contemporaneously with the sale of the 356 shares.
Quarterly results
A. O. Smith reported fourth-quarter 2025 financial results showing diluted earnings per share of $0.90, compared with analyst expectations of $0.84. The earnings-per-share result therefore exceeded the consensus estimate.
Revenue for the quarter totaled $912.5 million, which was below the consensus revenue estimate of $928.11 million. The combined outcome was an EPS beat offset by a revenue miss versus expectations.
Analyst reactions
Following the quarterly disclosure, Stifel adjusted its price target for A. O. Smith upward to $85.00 from a prior $80.00, while maintaining a Buy rating on the shares. In contrast, DA Davidson reaffirmed a Neutral rating with a $75.00 price target. DA Davidson specifically cited ongoing challenges in North Americas residential market, while noting that weaker residential demand has been partially offset by strength in the commercial water heaters and boilers segment.
What the record shows
The publicly reported actions on February 13, 2026 combine an insider sale and a separate RSU exercise by a senior executive, alongside quarterly results that presented a mix of stronger-than-expected EPS and softer-than-expected top-line performance. Analysts have reacted with differing views on valuation and outlook, as reflected in an upward price-target revision by one firm and a reiteration of a Neutral stance by another, citing market-specific headwinds and pockets of strength.