Smith AO Ownership
| AOS Stock | USD 74.49 0.39 0.53% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 147.6 M | Current Value 146.7 M | Avarage Shares Outstanding 182.6 M | Quarterly Volatility 36.3 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Smith |
Smith Stock Ownership Analysis
About 97.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.06. Smith AO last dividend was issued on the 31st of October 2024. The entity had 2:1 split on the 6th of October 2016. Smith Corporation manufactures and markets residential and commercial gas, heat pump and electric water heaters, boilers, tanks, and water treatment products in North America, China, Europe, and India. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin. Smith AO operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 13700 people. For more info on Smith AO please contact Ajita Rajendra at 414 359 4000 or go to https://www.aosmith.com.Besides selling stocks to institutional investors, Smith AO 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 Smith AO'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 Smith AO'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.
Smith AO Quarterly Liabilities And Stockholders Equity |
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Smith AO Insider Trades History
Less than 1% of Smith AO are currently held by insiders. Unlike Smith AO'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 Smith AO'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 Smith AO's insider trades
Smith Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Smith AO is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Smith AO backward and forwards among themselves. Smith AO's institutional investor refers to the entity that pools money to purchase Smith AO'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 | First Trust Advisors L.p. | 2024-06-30 | 1.9 M | Bank Of America Corp | 2024-06-30 | 1.9 M | Macquarie Group Ltd | 2024-06-30 | 1.7 M | Norges Bank | 2024-06-30 | 1.4 M | Sei Investments Co | 2024-06-30 | 1.4 M | Amundi | 2024-06-30 | 1.4 M | Charles Schwab Investment Management Inc | 2024-09-30 | 1.2 M | Northern Trust Corp | 2024-09-30 | 1.2 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 1.2 M | Vanguard Group Inc | 2024-09-30 | 14 M | Blackrock Inc | 2024-06-30 | 8.8 M |
Smith AO 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 Smith AO insiders, such as employees or executives, is commonly permitted as long as it does not rely on Smith AO'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 Smith AO 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.
Samuel Carver over two weeks ago Disposition of 1199 shares by Samuel Carver of Smith AO subject to Rule 16b-3 | ||
Kevin Wheeler over three months ago Disposition of 22790 shares by Kevin Wheeler of Smith AO subject to Rule 16b-3 | ||
Schuh Darrell W. over six months ago Disposition of tradable shares by Schuh Darrell W. of Smith AO subject to Rule 16b-3 | ||
Stephen Shafer over six months ago Acquisition by Stephen Shafer of 40425 shares of Smith AO subject to Rule 16b-3 | ||
James Stern over six months ago Acquisition by James Stern of 6110 shares of Smith AO subject to Rule 16b-3 | ||
Schuh Darrell W. over six months ago Disposition of 1235 shares by Schuh Darrell W. of Smith AO subject to Rule 16b-3 | ||
Ajita Rajendra over six months ago Disposition of 60258 shares by Ajita Rajendra of Smith AO at 42. subject to Rule 16b-3 | ||
Idelle Wolf over a year ago Sale by Idelle Wolf of 1000 shares of Smith AO | ||
Idelle Wolf over a year ago Sale by Idelle Wolf of 1142 shares of Smith AO |
Smith AO's latest congressional trading
Congressional trading in companies like Smith AO, 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 Smith AO by those in governmental positions are based on the same information available to the general public.
| 2019-07-01 | Representative Greg Gianforte | Acquired $100K to $250K | Verify | ||
| 2019-06-20 | Representative Lois Frankel | Acquired Under $15K | Verify | ||
| 2018-12-11 | Representative Greg Gianforte | Acquired $50K to $100K | Verify |
Smith AO Outstanding Bonds
Smith AO 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. Smith AO 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 Smith bonds can be classified according to their maturity, which is the date when Smith AO 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.
Smith AO Corporate Filings
F4 | 22nd of November 2024 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 |
8K | 4th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 23rd of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
F3 | 1st of August 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
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Additional Tools for Smith Stock Analysis
When running Smith AO's price analysis, check to measure Smith AO's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Smith AO is operating at the current time. Most of Smith AO's value examination focuses on studying past and present price action to predict the probability of Smith AO's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Smith AO's price. Additionally, you may evaluate how the addition of Smith AO to your portfolios can decrease your overall portfolio volatility.