AAON Ownership

AAON Stock  USD 82.76  0.62  0.75%   
AAON holds a total of 81.6 Million outstanding shares. The majority of AAON Inc outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in AAON Inc to benefit from reduced commissions. Thereupon, institutional investors are subject to a different set of regulations than regular investors in AAON. Please pay attention to any change in the institutional holdings of AAON Inc as this could imply that something significant has changed or is about to change at the company. On February 14, 2025, Representative Rob Bresnahan of US Congress acquired under $15k worth of AAON Inc's common stock.
 
Shares in Circulation  
First Issued
2009-03-31
Previous Quarter
83 M
Current Value
84 M
Avarage Shares Outstanding
82.2 M
Quarterly Volatility
2.5 M
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as AAON in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of AAON, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in AAON Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons.

AAON Stock Ownership Analysis

About 17.0% of the company shares are held by company insiders. The company has Price/Earnings To Growth (PEG) ratio of 2.87. AAON Inc last dividend was issued on the 18th of March 2025. The entity had 3:2 split on the 17th of August 2023. AAON, Inc., together with its subsidiaries, engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada. The company was incorporated in 1987 and is based in Tulsa, Oklahoma. Aaon operates under Building Products Equipment classification in the United States and is traded on NASDAQ Exchange. It employs 2881 people. For more info on AAON Inc please contact Gary Fields at 918 583 2266 or go to https://www.aaon.com.
Besides selling stocks to institutional investors, AAON also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different AAON's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align AAON's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

AAON Quarterly Liabilities And Stockholders Equity

1.18 Billion

AAON Insider Trades History

About 17.0% of AAON Inc are currently held by insiders. Unlike AAON's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against AAON's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of AAON's insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

AAON Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as AAON is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading AAON Inc backward and forwards among themselves. AAON's institutional investor refers to the entity that pools money to purchase AAON's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Dimensional Fund Advisors, Inc.2024-12-31
1.3 M
Geode Capital Management, Llc2024-12-31
1.2 M
Blair William & Co2024-12-31
1.2 M
First Trust Advisors L.p.2024-12-31
1.1 M
Ameriprise Financial Inc2024-12-31
1.1 M
Bank Of New York Mellon Corp2024-12-31
788.8 K
Vaughan Nelson Scarbrgh & Mccullough Lp2024-12-31
699.7 K
Driehaus Capital Management Llc2024-12-31
693.4 K
Charles Schwab Investment Management Inc2024-12-31
689.2 K
Blackrock Inc2024-12-31
7.1 M
Vanguard Group Inc2024-12-31
6.2 M
Note, although AAON's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

AAON Inc Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific AAON insiders, such as employees or executives, is commonly permitted as long as it does not rely on AAON's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases AAON insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Shaub Matthew few days ago
Insider Trading
 
Shaub Matthew over a week ago
Insider Trading
 
Shaub Matthew over a week ago
Insider Trading
 
Shaub Matthew over two weeks ago
Insider Trading
 
Shaub Matthew over two weeks ago
Insider Trading
 
Shaub Matthew over three weeks ago
Insider Trading
 
Shaub Matthew over three weeks ago
Insider Trading
 
Shaub Matthew over three weeks ago
Insider Trading
 
Shaub Matthew over a month ago
Insider Trading
 
Shaub Matthew over a month ago
Insider Trading
 
Shaub Matthew over a month ago
Insider Trading
 
Shaub Matthew over a month ago
Insider Trading

AAON's latest congressional trading

Congressional trading in companies like AAON Inc, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in AAON by those in governmental positions are based on the same information available to the general public.
2025-02-14Representative Rob BresnahanAcquired Under $15KVerify

AAON Outstanding Bonds

AAON issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. AAON Inc uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most AAON bonds can be classified according to their maturity, which is the date when AAON Inc has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

AAON Corporate Filings

8K
17th of March 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
14th of March 2025
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
27th of February 2025
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify
5th of February 2025
Other Reports
ViewVerify

Pair Trading with AAON

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if AAON position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in AAON will appreciate offsetting losses from the drop in the long position's value.

Moving together with AAON Stock

  0.79NX Quanex Building ProductsPairCorr
  0.85OC Owens CorningPairCorr
  0.9TT Trane Technologies plcPairCorr
  0.86FBIN Fortune Brands InnovPairCorr

Moving against AAON Stock

  0.5JBI Janus InternationalPairCorr
The ability to find closely correlated positions to AAON could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace AAON when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back AAON - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling AAON Inc to buy it.
The correlation of AAON is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as AAON moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if AAON Inc moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for AAON can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether AAON Inc offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of AAON's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Aaon Inc Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Aaon Inc Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in AAON Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons.
You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Is Building Products space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of AAON. If investors know AAON will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about AAON listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.69)
Dividend Share
0.32
Earnings Share
2.02
Revenue Per Share
14.737
Quarterly Revenue Growth
0.168
The market value of AAON Inc is measured differently than its book value, which is the value of AAON that is recorded on the company's balance sheet. Investors also form their own opinion of AAON's value that differs from its market value or its book value, called intrinsic value, which is AAON's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because AAON's market value can be influenced by many factors that don't directly affect AAON's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between AAON's value and its price as these two are different measures arrived at by different means. Investors typically determine if AAON is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, AAON's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.