A. O. Smith Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:3SM Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
30 Jul 24	Sell€287,959	Ronald Brown	Individual		3,631	€79.31
07 Feb 24	Sell€60,523	Idelle Wolf	Individual		814	€74.35

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 3SM?
Owner Type	Number of Shares	Ownership Percentage
State or Government	94,514	0.0652%
General Public	1,150,651	0.794%
Individual Insiders	1,150,774	0.794%
Private Companies	26,211,726	18.1%
Institutions	116,387,798	80.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 66.91% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.1%	Smith Family Voting Trust	26,211,726	€1.7b	0%	no data
9.63%	The Vanguard Group, Inc.	13,969,511	€924.6m	-0.99%	0.01%
6.07%	BlackRock, Inc.	8,807,044	€582.9m	-0.08%	0.01%
5.33%	State Street Global Advisors, Inc.	7,721,581	€511.1m	4.04%	0.02%
2.91%	Select Equity Group, L.P.	4,220,787	€279.4m	9.56%	0.98%
2.47%	Geode Capital Management, LLC	3,586,905	€237.4m	1.49%	0.02%
2.16%	Impax Asset Management Group Plc	3,133,600	€207.4m	-3.56%	0.59%
2.14%	Invesco Capital Management LLC	3,101,812	€205.3m	7.36%	0.08%
1.59%	Fisher Asset Management, LLC	2,302,659	€152.4m	3.95%	0.06%
1.52%	ProShare Advisors LLC	2,207,458	€146.1m	8.73%	0.37%
1.52%	First Trust Advisors LP	2,200,596	€145.7m	13.3%	0.12%
1.37%	EARNEST Partners, LLC	1,987,742	€131.6m	-2.89%	0.59%
1.24%	Amundi Asset Management SAS	1,795,218	€118.8m	29.7%	0.03%
1.15%	BNP Paribas Asset Management Europe	1,666,917	€110.3m	0%	0.29%
1.1%	Macquarie Investment Management Business Trust	1,589,463	€105.2m	-6.94%	0.13%
1.1%	Managed Account Advisors LLC	1,588,290	€105.1m	1.73%	0.02%
0.97%	Norges Bank Investment Management	1,410,435	€93.4m	0%	0.01%
0.94%	SEI Investments Company	1,367,142	€90.5m	-1.89%	0.12%
0.84%	Charles Schwab Investment Management, Inc.	1,218,779	€80.7m	-0.54%	0.01%
0.83%	Northern Trust Global Investments	1,209,206	€80.0m	-4.33%	0.01%
0.83%	Dimensional Fund Advisors LP	1,200,339	€79.5m	0.47%	0.01%
0.81%	KBC Asset Management NV	1,176,835	€77.9m	1.83%	0.14%
0.78%	Nomura Asset Management Co., Ltd.	1,137,184	€75.3m	7.92%	0.03%
0.78%	Pictet Asset Management Limited	1,124,244	€74.4m	-3.49%	0.07%
0.75%	Pictet Asset Management SA	1,088,157	€72.0m	0%	0.14%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 12:27
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

A. O. Smith Corporation is covered by 37 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Michael Halloran	Baird
Charles Brady	BMO Capital Markets Equity Research
Charles Brady	BMO Capital Markets U.S. (Historical)