Darrell W. Schuh, who serves as senior vice president and President & GM of Lochinvar at A O Smith CORP (NYSE:AOS), sold 1,104 shares of the company’s common stock on March 4, 2026. The transaction generated roughly $82,126 in proceeds, with the prices received for the blocks of shares ranging from $74.26 to $74.52.
Following that sale, Schuh directly holds 2,201 shares of A O Smith CORP. The company is described as having a market capitalization of $10.2 billion and a price-to-earnings ratio of 19.14.
For investors seeking additional context on the company, InvestingPro is noted as providing 11 further exclusive tips on AOS, including coverage of the company’s 17-year streak of dividend growth.
On the operational side, A O Smith reported fourth-quarter 2025 results showing earnings per share of $0.90, above analyst expectations of $0.84. Revenue for the quarter totaled $912.5 million, which fell short of the $928.11 million analysts had anticipated.
Analyst response to the quarter was mixed. Stifel raised its price target for A O Smith from $80 to $85 while maintaining a Buy rating on the shares. By contrast, DA Davidson kept a Neutral rating with a $75 price target, citing continued sluggish demand in North America’s residential market as a reason for caution. DA Davidson’s commentary also noted that weaker residential demand has been partially offset by stronger results in commercial water heaters and boilers.
The combination of an insider sale, a modest EPS beat paired with a revenue miss, and divergent analyst outlooks contributes to a nuanced picture for A O Smith. The facts reported here present both indicators of underlying earnings resilience and signs of demand variability across the company’s end markets.