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A. O. Smith Corporation

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A. O. Smith: Earnings Trough And Attractive Valuation Creates Upside

Seeking Alpha · Tue, 01 Sep 2026 16:04:15 -0400

A. O. Smith is rated Buy due to resilient replacement demand, energy-efficiency tailwinds, and an attractive valuation. Approximately 80-85% of North American water heater demand is replacement-driven, providing downside protection and medium-term growth potential. Earnings are expected to recover from Q4 2026, driven by pricing realization, cost savings, and a favorable product mix shift.

Best Dividend Aristocrats For September 2026

Seeking Alpha · Fri, 28 Aug 2026 05:28:40 -0400

Dividend Aristocrats, tracked via NOBL, delivered a 12.9% YTD return, closely trailing SPY's 13.68%, with 29 Aristocrats outperforming SPY in 2026. Top 2026 performers include TGT (+73.04%), NUE (+55.64%), and BEN (+49.25%), highlighting strong sectoral momentum among select Aristocrats. Six Aristocrats announced dividend increases in the past month, pushing the group's average 2026 dividend growth rate to 4.30%, up from 4.10% last month.

Madison Mid Cap Fund Q2 2026 Portfolio Activity

Seeking Alpha · Fri, 31 Jul 2026 09:49:00 -0400

The top five contributors for the quarter were MKS, Amphenol, Arista Networks, Bio-Techne, and Waters. The bottom five detractors for the quarter were Ross Stores, Arch Capital, Copart, Gartner, and Brown & Brown. We purchased shares in Verisk Analytics, the dominant provider of data and analytics to property and casualty insurers in the U.S.

Market information is provided for research and visualization and is not investment advice.