A. O. Smith (AOS) Stock Insights
AOS$61.91+1.05 +1.73%
$8.41B
Market Cap
17.29
P/E
16.68
Forward P/E
55
Score
A. O. Smith (AOS) Stock Insights
AOS price $61.91 +1.05 +1.73%
- Ticker
- AOS
- Price
- $61.91
- Change
- +1.05 +1.73%
- Market cap ?
- $8.41B
- P/E ?
- 17.29
- Forward P/E ?
- 16.68
- Dividend yield ?
- 2.32%
- Beta ?
- 1.11
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Stocklytics score
- 55
- Value
- 69
- Quality
- 63
- Growth
- 34
Stocklytics score rationale: value 69, quality 63, growth 34.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 2685900000 | 2996700000 | 3187900000 | 2992700000 | 2895300000 | 3538900000 | 3753900000 | 3852800000 | 3818100000 | 3830200000 |
A. O. Smith Corporation (AOS) is a global manufacturer and marketer specializing in a comprehensive array of water heating and treatment solutions. Its operations span North America, China, Europe, and India, organized into two primary geographic segments: North America and Rest of World. The company's product portfolio is extensive, featuring residential and commercial water heaters (gas, heat pump, and electric…
Fair value
AOS fair value $82.62. Price $61.91. Price is 25% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 89% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 639.40M. Growth 7.08%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 10.41% (beta 1.1). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 135.91M. Net debt 17.60M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-29 | — | 0.90 | — | 960.20M |
| 2026-07-30 | 1.03 | 0.96 | 1.00B | 994.89M |
| 2026-04-30 | 0.85 | 0.94 | 945.60M | 974.06M |
| 2026-01-29 | 0.90 | 0.84 | 912.50M | 928.29M |
| 2025-10-28 | 0.94 | 0.91 | 942.50M | 948.03M |
| 2025-07-24 | 1.07 | 0.97 | 1.01B | 937.05M |
| 2025-04-29 | 0.95 | 0.91 | 963.90M | 952.35M |
| 2025-01-30 | 0.85 | 0.90 | 912.40M | 987.42M |
| 2024-10-22 | 0.82 | 0.83 | 902.60M | 957.81M |
| 2024-07-23 | 1.06 | 1.06 | 1.02B | 1.00B |
| 2024-04-25 | 1.00 | 0.98 | 978.80M | 995.91M |
| 2024-01-30 | 0.97 | 0.96 | 988.10M | 983.35M |
| 2023-10-26 | 0.90 | 0.80 | 937.50M | 910.06M |
| 2023-07-27 | 1.01 | 0.91 | 960.80M | 965.73M |
| 2023-04-27 | 0.94 | 0.78 | 966.40M | 922.26M |
| 2023-01-31 | 0.86 | 0.79 | 936.10M | 919.23M |
| 2022-10-27 | 0.69 | 0.69 | 874.20M | 964.54M |
| 2022-07-28 | 0.82 | 0.81 | 965.90M | 959.78M |
| 2022-04-28 | 0.77 | 0.75 | 977.70M | 969.22M |
| 2022-01-27 | 0.87 | 0.77 | 995.50M | 963.69M |
| 2021-10-28 | 0.79 | 0.68 | 914.60M | 962.81M |
| 2021-07-29 | 0.73 | 0.65 | 859.80M | 816.55M |
| 2021-04-29 | 0.60 | 0.57 | 769.00M | 768.42M |
| 2021-01-28 | 0.74 | 0.59 | 834.50M | 622.34M |
| 2020-10-29 | 0.66 | 0.52 | 760.00M | 598.79M |
| 2020-07-30 | 0.45 | 0.42 | 663.90M | 619.64M |
| 2020-05-05 | 0.32 | 0.34 | 636.90M | 676.71M |
| 2020-01-28 | 0.56 | 0.59 | 750.90M | 804.54M |
| 2019-10-29 | 0.53 | 0.53 | 728.20M | 728.20M |
| 2019-07-30 | 0.61 | 0.63 | 765.40M | 790.50M |
| 2019-04-30 | 0.53 | 0.57 | 748.20M | 804.67M |
| 2019-01-29 | 0.74 | 0.71 | 812.50M | 779.56M |
| 2018-10-30 | 0.61 | 0.63 | 754.10M | 778.82M |
| 2018-07-25 | 0.66 | 0.62 | 833.30M | 782.80M |
| 2018-04-25 | 0.60 | 0.58 | 788.00M | 761.73M |
| 2018-01-30 | 0.60 | 0.56 | 768.60M | 717.36M |
| 2017-10-25 | 0.54 | 0.53 | 749.90M | 736.01M |
| 2017-07-26 | 0.53 | 0.53 | 738.20M | 738.20M |
| 2017-04-27 | 0.50 | 0.47 | 740.00M | 695.60M |
| 2017-02-02 | 0.47 | 0.46 | 698.10M | 683.25M |
Dividends
Yield 2.33%. Payout ratio 39.58%. Frequency Quarterly.
Safety score 95/100 · Safe. Payout ratio is 40% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 42 separate years. Yield is 2.3%, in a range that is usually sustainable.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-10-30 | $0.38 | 2026-10-30 | 2026-11-16 | Quarterly |
| 2026-07-31 | $0.36 | 2026-07-31 | 2026-08-17 | Quarterly |
| 2026-04-30 | $0.36 | 2026-04-30 | 2026-05-15 | Quarterly |
| 2026-01-30 | $0.36 | 2026-01-30 | 2026-02-17 | Quarterly |
| 2025-10-31 | $0.36 | 2025-10-31 | 2025-11-17 | Quarterly |
| 2025-07-31 | $0.34 | 2025-07-31 | 2025-08-15 | Quarterly |
| 2025-04-30 | $0.34 | 2025-04-30 | 2025-05-15 | Quarterly |
| 2025-01-31 | $0.34 | 2025-01-31 | 2025-02-18 | Quarterly |
| 2024-10-31 | $0.34 | 2024-10-31 | 2024-11-15 | Quarterly |
| 2024-07-31 | $0.32 | 2024-07-31 | 2024-08-15 | Quarterly |
| 2024-04-29 | $0.32 | 2024-04-30 | 2024-05-15 | Quarterly |
| 2024-01-30 | $0.32 | 2024-01-31 | 2024-02-15 | Quarterly |
| 2023-10-30 | $0.32 | 2023-10-31 | 2023-11-15 | Quarterly |
| 2023-07-28 | $0.30 | 2023-07-31 | 2023-08-15 | Quarterly |
| 2023-04-27 | $0.30 | 2023-04-28 | 2023-05-15 | Quarterly |
| 2023-01-30 | $0.30 | 2023-01-31 | 2023-02-15 | Quarterly |
| 2022-10-28 | $0.30 | 2022-10-31 | 2022-11-15 | Quarterly |
| 2022-07-28 | $0.28 | 2022-07-29 | 2022-08-15 | Quarterly |
| 2022-04-28 | $0.28 | 2022-04-29 | 2022-05-16 | Quarterly |
| 2022-01-28 | $0.28 | 2022-01-31 | 2022-02-15 | Quarterly |
| 2021-10-28 | $0.28 | 2021-10-29 | 2021-11-15 | Quarterly |
| 2021-07-29 | $0.26 | 2021-07-30 | 2021-08-16 | Quarterly |
| 2021-04-29 | $0.26 | 2021-04-30 | 2021-05-17 | Quarterly |
| 2021-01-28 | $0.26 | 2021-01-29 | 2021-02-16 | Quarterly |
| 2020-10-29 | $0.26 | 2020-10-30 | 2020-11-16 | Quarterly |
| 2020-07-30 | $0.24 | 2020-07-31 | 2020-08-17 | Quarterly |
| 2020-04-29 | $0.24 | 2020-04-30 | 2020-05-15 | Quarterly |
| 2020-01-30 | $0.24 | 2020-01-31 | 2020-02-18 | Quarterly |
| 2019-10-30 | $0.24 | 2019-10-31 | 2019-11-15 | Quarterly |
| 2019-07-30 | $0.22 | 2019-07-31 | 2019-08-15 | Quarterly |
| 2019-04-29 | $0.22 | 2019-04-30 | 2019-05-15 | Quarterly |
| 2019-01-30 | $0.22 | 2019-01-31 | 2019-02-15 | Quarterly |
| 2018-10-30 | $0.22 | 2018-10-31 | 2018-11-15 | Quarterly |
| 2018-07-30 | $0.18 | 2018-07-31 | 2018-08-15 | Quarterly |
| 2018-04-27 | $0.18 | 2018-04-30 | 2018-05-15 | Quarterly |
| 2018-01-30 | $0.18 | 2018-01-31 | 2018-02-15 | Quarterly |
| 2017-10-30 | $0.14 | 2017-10-31 | 2017-11-15 | Quarterly |
| 2017-07-27 | $0.14 | 2017-07-31 | 2017-08-15 | Quarterly |
| 2017-04-26 | $0.14 | 2017-04-28 | 2017-05-15 | Quarterly |
| 2017-01-27 | $0.14 | 2017-01-31 | 2017-02-15 | Quarterly |
| 2016-10-27 | $0.12 | 2016-10-31 | 2016-11-15 | Quarterly |
| 2016-07-27 | $0.12 | 2016-07-29 | 2016-08-15 | Quarterly |
| 2016-04-27 | $0.12 | 2016-04-29 | 2016-05-16 | Quarterly |
| 2016-02-03 | $0.12 | 2016-02-05 | 2016-02-16 | Quarterly |
| 2015-10-28 | $0.10 | 2015-10-30 | 2015-11-16 | Quarterly |
| 2015-07-29 | $0.10 | 2015-07-31 | 2015-08-17 | Quarterly |
| 2015-04-28 | $0.10 | 2015-04-30 | 2015-05-15 | Quarterly |
| 2015-02-04 | $0.10 | 2015-02-06 | 2015-02-17 | Quarterly |
| 2014-10-29 | $0.07 | 2014-10-31 | 2014-11-17 | Quarterly |
| 2014-07-29 | $0.07 | 2014-07-31 | 2014-08-15 | Quarterly |
| 2014-04-28 | $0.07 | 2014-04-30 | 2014-05-15 | Quarterly |
| 2014-02-05 | $0.07 | 2014-02-07 | 2014-02-18 | Quarterly |
| 2013-10-29 | $0.06 | 2013-10-31 | 2013-11-15 | Quarterly |
| 2013-07-29 | $0.06 | 2013-07-31 | 2013-08-15 | Quarterly |
| 2013-04-25 | $0.06 | 2013-04-29 | 2013-05-14 | Quarterly |
| 2013-01-29 | $0.05 | 2013-01-31 | 2013-02-15 | Quarterly |
| 2012-10-29 | $0.20 | 2012-10-31 | 2012-11-15 | Quarterly |
| 2012-07-27 | $0.05 | 2012-07-31 | 2012-08-15 | Quarterly |
| 2012-04-26 | $0.04 | 2012-04-30 | 2012-05-15 | Quarterly |
| 2012-01-27 | $0.04 | 2012-01-31 | 2012-02-15 | Quarterly |
| 2011-10-27 | $0.04 | 2011-10-31 | 2011-11-15 | Quarterly |
| 2011-07-27 | $0.04 | 2011-07-29 | 2011-08-15 | Quarterly |
| 2011-04-27 | $0.04 | 2011-04-29 | 2011-05-16 | Quarterly |
| 2011-01-27 | $0.04 | 2011-01-31 | 2011-02-15 | Quarterly |
| 2010-11-16 | $0.05 | 2010-10-29 | — | Quarterly |
| 2010-10-27 | $0.04 | 2010-10-29 | 2010-11-15 | Quarterly |
| 2010-07-28 | $0.04 | 2010-07-30 | 2010-08-16 | Quarterly |
| 2010-04-28 | $0.03 | 2010-04-30 | 2010-05-17 | Quarterly |
| 2010-01-27 | $0.03 | 2010-01-29 | 2010-02-16 | Quarterly |
| 2009-10-28 | $0.03 | 2009-10-30 | 2009-11-16 | Quarterly |
| 2009-07-29 | $0.03 | 2009-07-31 | 2009-08-17 | Quarterly |
| 2009-04-28 | $0.03 | 2009-04-30 | 2009-05-15 | Quarterly |
| 2009-01-28 | $0.03 | 2009-01-30 | 2009-02-17 | Quarterly |
| 2008-10-29 | $0.03 | 2008-10-31 | 2008-11-17 | Quarterly |
| 2008-07-29 | $0.03 | 2008-07-31 | 2008-08-15 | Quarterly |
| 2008-04-28 | $0.03 | 2008-04-30 | 2008-05-15 | Quarterly |
| 2008-01-29 | $0.03 | 2008-01-31 | 2008-02-15 | Quarterly |
| 2007-10-29 | $0.03 | 2007-10-31 | 2007-11-15 | Quarterly |
| 2007-07-27 | $0.03 | 2007-07-31 | 2007-08-15 | Quarterly |
| 2007-04-26 | $0.03 | 2007-04-30 | 2007-05-15 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-07-01 | Anderson Carrie L | Buy | 32.06K | $62.38 | 2.00M |
| 2026-07-01 | Anderson Carrie L | Other | 0 | — | — |
| 2026-04-23 | Saak Aaron W | Buy | 2.30K | $65.34 | 150.02K |
| 2026-04-13 | Saak Aaron W | Buy | 2.26K | $66.32 | 150.02K |
| 2026-04-13 | Saak Aaron W | Other | 0 | — | — |
| 2026-04-13 | SMITH MARK D | Buy | 2.26K | $66.32 | 150.02K |
| 2026-04-13 | MARTIN LOIS M | Buy | 2.26K | $66.32 | 150.02K |
| 2026-04-13 | MAPES CHRISTOPHER L | Buy | 2.26K | $66.32 | 150.02K |
| 2026-04-13 | Larsen Michael M | Buy | 2.26K | $66.32 | 150.02K |
| 2026-04-13 | Kadri Ilham | Buy | 2.26K | $66.32 | 150.02K |
| 2026-04-13 | HOLT VICTORIA M | Buy | 2.26K | $66.32 | 150.02K |
| 2026-04-13 | Fister Todd W | Buy | 2.26K | $66.32 | 150.02K |
| 2026-03-04 | Schuh Darrell W. | Sell | 1.10K | $74.39 | 82.13K |
| 2026-02-23 | Carver Samuel M. | Sell | 1.14K | — | — |
| 2026-02-13 | Schuh Darrell W. | Sell | 356 | $79.89 | 28.44K |
| 2026-02-13 | Wheeler Kevin J. | Buy | 36.05K | — | — |
| 2026-02-13 | Wheeler Kevin J. | Buy | 8.60K | $79.89 | 686.85K |
| 2026-02-13 | Wheeler Kevin J. | Sell | 16.94K | $79.89 | 1.35M |
| 2026-02-13 | Wheeler Kevin J. | Sell | 36.05K | — | — |
| 2026-02-13 | STERN JAMES F | Buy | 6.85K | — | — |
| 2026-02-13 | STERN JAMES F | Buy | 1.63K | $79.89 | 130.45K |
| 2026-02-13 | STERN JAMES F | Sell | 3.22K | $79.89 | 257.23K |
| 2026-02-13 | STERN JAMES F | Sell | 6.85K | — | — |
| 2026-02-13 | Schuh Darrell W. | Buy | 1.46K | — | — |
| 2026-02-13 | Schuh Darrell W. | Sell | 356 | $79.89 | 28.44K |
| 2026-02-13 | Schuh Darrell W. | Sell | 1.46K | — | — |
| 2026-02-13 | Qiu Jack | Sell | 3.27K | — | — |
| 2026-02-13 | Otchere Benjamin A | Buy | 1.46K | — | — |
| 2026-02-13 | Otchere Benjamin A | Sell | 545 | $79.89 | 43.54K |
| 2026-02-13 | Otchere Benjamin A | Sell | 1.46K | — | — |
| 2026-02-13 | O'Brien Stephen D. | Buy | 2.90K | — | — |
| 2026-02-13 | O'Brien Stephen D. | Buy | 791 | — | — |
| 2026-02-13 | O'Brien Stephen D. | Sell | 1.14K | — | — |
| 2026-02-13 | O'Brien Stephen D. | Sell | 2.90K | — | — |
| 2026-02-13 | Kulkarni Parag | Sell | 1.11K | — | — |
| 2026-02-13 | Lauber Charles T | Buy | 9.46K | — | — |
| 2026-02-13 | Lauber Charles T | Buy | 2.25K | $79.89 | 180.06K |
| 2026-02-13 | Lauber Charles T | Sell | 4.45K | $79.89 | 355.25K |
| 2026-02-13 | Lauber Charles T | Sell | 9.46K | — | — |
| 2026-02-13 | Karge Douglas Samuel | Buy | 1.42K | — | — |
| 2026-02-13 | Karge Douglas Samuel | Buy | 338 | $79.89 | 27.00K |
| 2026-02-13 | Karge Douglas Samuel | Sell | 666 | $79.89 | 53.20K |
| 2026-02-13 | Karge Douglas Samuel | Sell | 1.42K | — | — |
| 2026-02-13 | Carver Samuel M. | Buy | 2.60K | — | — |
| 2026-02-13 | Carver Samuel M. | Buy | 709 | $79.89 | 56.64K |
| 2026-02-13 | Carver Samuel M. | Sell | 1.03K | $79.89 | 81.96K |
| 2026-02-13 | Carver Samuel M. | Sell | 2.60K | — | — |
| 2026-02-09 | Wheeler Kevin J. | Buy | 18.96K | — | — |
| 2026-02-09 | STERN JAMES F | Buy | 7.01K | — | — |
| 2026-02-09 | Shafer Stephen M | Buy | 33.51K | — | — |
| 2026-02-09 | Selby Curtis E | Buy | 4.74K | — | — |
| 2026-02-09 | Schuh Darrell W. | Buy | 1.56K | — | — |
| 2026-02-09 | Qiu Jack | Buy | 3.12K | — | — |
| 2026-02-09 | Otchere Benjamin A | Buy | 1.24K | — | — |
| 2026-02-09 | O'Brien Stephen D. | Buy | 4.90K | — | — |
| 2026-02-09 | Lauber Charles T | Buy | 9.48K | — | — |
| 2026-02-09 | Kulkarni Parag | Buy | 1.10K | — | — |
| 2026-02-09 | Karge Douglas Samuel | Buy | 1.35K | — | — |
| 2026-02-09 | Jones Paul J | Buy | 4.90K | — | — |
| 2026-02-09 | Howe Christopher T. | Buy | 3.63K | — | — |
| 2026-02-09 | Cheng Ming | Buy | 3.23K | — | — |
| 2026-02-09 | Carver Samuel M. | Buy | 2.56K | — | — |
| 2025-12-01 | STERN JAMES F | Sell | 2.50K | — | — |
| 2025-10-13 | Jones Paul J | Buy | 2.20K | — | — |
| 2025-10-08 | Howe Christopher T. | Buy | 22.04K | — | — |
| 2025-10-08 | Howe Christopher T. | Other | 0 | — | — |
| 2025-10-01 | Jones Paul J | Other | 1.99K | — | — |
| 2025-09-01 | Kulkarni Parag | Sell | 2.14K | — | — |
| 2025-08-07 | STERN JAMES F | Sell | 17.43K | $71.24 | 1.24M |
| 2025-07-31 | Lauber Charles T | Buy | 2.93K | $31.67 | 92.89K |
| 2025-07-31 | Lauber Charles T | Sell | 2.07K | $70.79 | 146.82K |
| 2025-07-31 | Lauber Charles T | Sell | 2.93K | $31.67 | 92.89K |
| 2025-07-30 | Wheeler Kevin J. | Buy | 22.20K | $31.67 | 703.07K |
| 2025-07-30 | Wheeler Kevin J. | Sell | 22.20K | $71.26 | 1.58M |
| 2025-07-30 | Wheeler Kevin J. | Sell | 22.20K | $31.67 | 703.07K |
| 2025-07-29 | SMITH MARK D | Sell | 2.40K | $71.36 | 171.26K |
| 2025-07-07 | Cheng Ming | Buy | 25.38K | — | — |
| 2025-07-07 | Cheng Ming | Other | 0 | — | — |
| 2025-07-01 | Shafer Stephen M | Buy | 7.45K | — | — |
| 2025-06-04 | STERN JAMES F | Sell | 1.19K | — | — |
| 2025-04-08 | SMITH MARK D | Buy | 2.47K | $60.78 | 150.01K |
| 2025-04-08 | MARTIN LOIS M | Buy | 2.47K | $60.78 | 150.01K |
| 2025-04-08 | MAPES CHRISTOPHER L | Buy | 2.47K | $60.78 | 150.01K |
| 2025-04-08 | Larsen Michael M | Buy | 2.47K | — | — |
| 2025-04-08 | Kadri Ilham | Buy | 2.47K | $60.78 | 150.01K |
| 2025-04-08 | HOLT VICTORIA M | Buy | 2.47K | — | — |
| 2025-04-08 | Fister Todd W | Buy | 2.47K | $60.78 | 150.01K |
| 2025-04-08 | BROWN RONALD D | Buy | 2.47K | — | — |
| 2025-04-01 | O'Brien Stephen D. | Buy | 1.93K | — | — |
| 2025-04-01 | O'Brien Stephen D. | Sell | 760 | $65.22 | 49.57K |
| 2025-04-01 | O'Brien Stephen D. | Sell | 1.93K | — | — |
| 2025-02-27 | Carver Samuel M. | Sell | 3.46K | $66.51 | 230.14K |
| 2025-02-21 | Carver Samuel M. | Sell | 369 | — | — |
| 2025-02-10 | Wheeler Kevin J. | Buy | 43.24K | — | — |
| 2025-02-10 | STERN JAMES F | Buy | 8.21K | — | — |
| 2025-02-10 | Shafer Stephen M | Buy | 23.82K | — | — |
| 2025-02-10 | Selby Curtis E | Buy | 5.34K | — | — |
| 2025-02-10 | Schuh Darrell W. | Buy | 1.83K | — | — |
| 2025-02-10 | Scheppele Stephanie Melissa | Buy | 3.21K | — | — |
| 2025-02-10 | Qiu Jack | Buy | 3.77K | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 632, holders -28 vs prior quarter. Ownership 91.35%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| FMR LLC | 10.42M | 2.49M | +31.36% | 653.41M |
| BLACKROCK, INC. | 8.06M | 699.61K | +9.51% | 505.32M |
| VANGUARD CAPITAL MANAGEMENT LLC | 7.29M | -47.14K | -0.64% | 456.99M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.05M | -47.92K | -0.68% | 442.26M |
| STATE STREET CORP | 6.58M | 822.55K | +14.28% | 412.79M |
| INVESCO LTD. | 5.54M | 805.87K | +17.04% | 347.17M |
| AMERICAN CENTURY COMPANIES INC | 4.73M | 511.17K | +12.13% | 296.44M |
| GEODE CAPITAL MANAGEMENT, LLC | 3.73M | -207.79K | -5.27% | 233.69M |
| IMPAX ASSET MANAGEMENT GROUP PLC | 2.81M | -1.46M | -34.23% | 176.48M |
| MORGAN STANLEY | 2.72M | -862.54K | -24.09% | 170.45M |
| PROSHARE ADVISORS LLC | 2.50M | 194.99K | +8.44% | 157.09M |
| UBS GROUP AG | 2.47M | 1.55M | +168.40% | 155.14M |
| FIRST TRUST ADVISORS LP | 2.30M | 132.40K | +6.10% | 144.34M |
| DIMENSIONAL FUND ADVISORS LP | 2.04M | 75.95K | +3.88% | 127.66M |
| EARNEST PARTNERS LLC | 1.97M | -55.71K | -2.75% | 123.66M |
| BANK OF AMERICA CORP /DE/ | 1.55M | -137.78K | -8.16% | 97.22M |
| 1832 ASSET MANAGEMENT L.P. | 1.47M | 222.00K | +17.82% | 92.08M |
| MADISON ASSET MANAGEMENT, LLC | 1.47M | 324.32K | +28.38% | 92.01M |
| NORGES BANK | 1.45M | 1.45M | New | 91.23M |
| BANK OF NEW YORK MELLON CORP | 1.42M | -1.57K | -0.11% | 89.32M |
| RIVER ROAD ASSET MANAGEMENT, LLC | 1.35M | 1.35M | New | 84.48M |
| SEI INVESTMENTS CO | 1.33M | -15.44K | -1.15% | 83.51M |
| TALARIA ASSET MANAGEMENT PTY LTD | 1.20M | 416.80K | +53.17% | 75.31M |
| NORTHERN TRUST CORP | 1.17M | -7.12K | -0.60% | 73.60M |
| NATIXIS ADVISORS, LLC | 1.16M | 75.12K | +6.94% | 72.62M |
Insights
- Revenue by product
- Revenue by region
| Period | Value |
|---|---|
| FY2025 | Reportable Segments: 3830200000.0 |
| Period | Value |
|---|---|
| FY2011 | North America Segment: 1094300000.0, Rest of World: 616200000.0 |
| FY2012 | North America Segment: 1241000000.0, Rest of World: 698300000.0 |
| FY2013 | North America Segment: 1335400000.0, Rest of World: 818400000.0 |
| FY2014 | North America Segment: 1447900000.0, Rest of World: 908100000.0 |
| FY2015 | North America Segment: 1531400000.0, Rest of World: 1005100000.0 |
| FY2016 | North America Segment: 1570700000.0, Rest of World: 1115200000.0 |
| FY2017 | North America Segment: 1698100000.0, Rest of World: 1298600000.0 |
| FY2018 | North America Segment: 1820800000.0, Rest of World: 1367100000.0 |
| FY2019 | North America Segment: 1868700000.0, Rest of World: 1124000000.0 |
| FY2020 | North America Segment: 2118300000.0, Rest of World: 990400000.0 |
| FY2021 | North America Segment: 2239100000.0, Rest of World: 1299800000.0 |
| FY2022 | North America Segment: 2430000000.0, Rest of World: 1323900000.0 |
| FY2023 | North America Segment: 2547100000.0, Rest of World: 1305700000.0 |
| FY2024 | North America Segment: 2573700000.0, Rest of World: 1244400000.0 |
| FY2025 | North America Segment: 2619100000.0, Rest of World: 1211100000.0 |
Insights · Dividends · Forecast · Financials · Learn