Baird reiterates Outperform on Aaon stock after executive hires
Baird has reiterated an Outperform rating and a $125 price target for Aaon Inc. following recent executive appointments, including a new CFO and general counsel. This move is seen as expanding the executive team's bandwidth, and Baird remains positive on the stock due to expected earnings growth from normalizing Oklahoma margins and continued data center growth. Other analysts like Oppenheimer and William Blair have also maintained positive ratings, highlighting the company's strong guidance, dividend payments, and strategic leadership changes.
A Look At AAON (AAON) Valuation As New CFO And General Counsel Support Expansion Plans
AAON (AAON) announced a leadership reshuffle, including a new CFO and General Counsel, prompting a look at the company's valuation. Despite a 7.89% share price decline in the past month, its one-year return is 10.16% and five-year return is 78.58%. While a narrative suggests the stock is 34% undervalued at a fair value of $122.75 due to data center cooling demand, its current P/E ratio of 61.6x is significantly higher than the industry average, implying high expectations for future growth.
AAON Technical Analysis & Stock Price Forecast
AAON Inc. is currently rated a "Strong Sell" based on an aggregation of 11 technical signals, with 1 indicating buy and 10 indicating sell. The stock's Relative Strength Index (RSI) is neutral, but the MACD suggests a short-term sell signal. AAON is trading below its 20-day, 60-day, and 200-day simple moving averages, reinforcing the bearish outlook.
Allspring Global Investments Holdings LLC Has $41.77 Million Stake in AAON, Inc. $AAON
Allspring Global Investments Holdings LLC reduced its stake in AAON, Inc. by 5.9% in the fourth quarter, now holding 527,520 shares valued at $41.77 million. Despite beating revenue forecasts, AAON missed EPS estimates for the quarter, reporting $0.39 against an expected $0.45, yet maintains a "Moderate Buy" consensus rating from analysts with an average price target of $107.75. Insider Casey Kidwell also sold a portion of their shares, reducing their ownership by over 29%.
AAON (NASDAQ: AAON) appoints new CFO, shifts prior CFO to accounting role
AAON, Inc. announced a significant leadership realignment in its finance and legal departments. Andy Cheung will join as Executive Vice President and CFO on April 20, 2026, bringing over 25 years of financial experience. Current CFO Rebecca Thompson will transition to Chief Accounting Officer, and Luke Bomer has been appointed as General Counsel to enhance governance and compliance.
AAON names Andy Cheung as EVP & CFO; Rebecca Thompson becomes Chief Accounting Officer
AAON has appointed Andy Cheung as Executive Vice President and Chief Financial Officer, effective April 20, 2026. Rebecca Thompson, the current EVP and CFO, will transition to Chief Accounting Officer on the same date. Cheung brings over 25 years of financial experience, including being an EVP & CFO at another publicly traded manufacturing company.
Press Release: AAON Announces CFO Transition and Strengthens Executive Leadership Team
AAON, Inc. announced a CFO transition, with Rebecca Thompson stepping down and Matthew소년as her successor. The company also appointed David Maddox as an Independent Director and expanded Matthew소년's responsibilities to include both Chief Financial Officer and Chief Operations Officer roles. These changes are aimed at strengthening AAON's executive leadership and strategic direction.
Oppenheimer reiterates Outperform on AAON stock after CFO hire
Oppenheimer has reiterated an Outperform rating and a $118.00 price target for AAON Inc (NASDAQ:AAON) following several new leadership appointments, including Andy Cheung as CFO. The firm views these changes as part of AAON's organizational transformation to scale for growth, despite the stock's recent 14.75% decline over six months. Oppenheimer will look for insights into the new CFO's priorities during the upcoming first-quarter earnings, as AAON continues strategic efforts and recently exceeded guidance in Q4 2025.
AAON Announces New Executive Vice President and CFO
AAON Inc. has appointed Andy Cheung as the new Executive Vice President and CFO, effective April 20, 2026. Cheung brings over 25 years of financial leadership experience in the HVAC and automotive sectors and will succeed Rebecca Thompson, who returns to her Chief Accounting Officer role. While AAON shows consistent revenue growth and a stable financial position, the company faces challenges with declining operating margins and potential concerns raised by insider selling and a high P/E ratio.
AAON Announces CFO Transition and Strengthens Executive Leadership Team
AAON, Inc. has announced a significant transition in its executive leadership team, appointing Andy Cheung as the new Executive Vice President and Chief Financial Officer, effective April 20, 2026. Current CFO Rebecca Thompson will transition to Chief Accounting Officer. Additionally, Luke Bomer has joined as the first General Counsel, effective April 1, 2026, to bolster governance, compliance, and risk management.
AAON brings in a new finance chief and adds a general counsel
AAON (NASDAQ: AAON) announced executive leadership changes, appointing Andy Cheung as Executive VP and CFO effective April 20, 2026, and Luke Bomer as General Counsel effective April 1, 2026. Rebecca Thompson, the current CFO, will transition to Chief Accounting Officer. These changes are intended to reinforce governance, financial discipline, and support the company's growth execution.
AAON Appoints Andy Cheung As CFO
AAON Inc., a provider of HVAC solutions, has announced the appointment of Andy Cheung as Executive Vice President and Chief Financial Officer, effective April 20. Cheung will succeed Rebecca Thompson, who will transition to Chief Accounting Officer. Additionally, Luke Bomer has been appointed General Counsel, effective April 1, a new role focusing on governance, compliance, and risk management to support the company's long-term growth and strengthen financial discipline.
Aaon Surges 7.45% in Volatile Session Amid Technical Momentum Shifts and Bullish Call Options Surge — What's Driving the Rally?
Aaon (AAON) experienced a significant intraday surge of 7.45%, driven by technical momentum including an oversold RSI reversal and a gamma squeeze from increased call options volume. The stock is breaking out of a long-term trading range, with particular interest in $80 and $90 strike prices. This movement is not linked to news but to speculative positioning and technical indicators, with a supportive backdrop from the broader semiconductor sector led by Intel.
AAON Inc (AAON) Stock Price Quote Today & Current Price Chart
This article provides the current stock price quote and price chart for AAON Inc (AAON). It mentions that online trading is available through the Capital.com smart investment app.
AAON (AAON) Stock Analysis Report | Ratings, Financials & Performance
This report provides a comprehensive analysis of AAON Inc. (AAON) stock, covering its general information, Benzinga Edge rankings (growth, value, momentum, quality), peer comparisons, valuation, financial health metrics, dividend history, and past performance. It includes detailed income statements, balance sheets, and cash flow statements for the past four years and TTM, highlighting key financial trends and ratios to assess the company's investment potential. AAON manufactures air-conditioning and heating equipment, with the majority of its revenue generated from its Oklahoma segment.
Powell, Vertiv, AAON, Nextpower, and Allient Shares Are Falling, What You Need To Know
Shares of Powell, Vertiv, AAON, Nextpower, and Allient fell in the afternoon session after President Trump's threat to "completely obliterate" Iran's energy infrastructure triggered a flight to safety in the market. The escalating geopolitical rhetoric impacted these electrical systems, HVAC, renewable energy, and electronic components companies. Powell, despite the current dip, has shown significant growth year-to-date and over the past five years, highlighting that market overreactions to news can present buying opportunities for quality stocks.
AAON Inc (AAON) Stock Price Quote Today & Current Price Chart
This article provides details on AAON Inc (AAON) stock, focusing on its CFD trading conditions and key statistics. It outlines important trading information such as spread, overnight funding adjustments, minimum traded quantity, margin, and commission. The article also includes recent news snippets related to other major companies like Amazon, Siemens, Microsoft, and HENSOLDT, and highlights customer reviews for the Capital.com platform.
AAON stock drops 2.3% as sales growth outlook for 2025 meets persistent selling pressure
AAON (AAON) stock has fallen by 2.3% despite a positive sales growth outlook for 2025, driven by robust demand and a record backlog. The stock is experiencing persistent downward pressure, trading below key moving averages and exhibiting bearish technical indicators. Analysts anticipate further downside risk, with a low probability of price increase and an expected consolidation between $79.00 and $84.00 next week.
Nepsis Inc. Boosts Stock Holdings in AAON, Inc. $AAON
Nepsis Inc. significantly increased its stake in AAON, Inc. (NASDAQ:AAON) by 26.7% in the fourth quarter, now holding 117,707 shares worth approximately $8.98 million. Institutional investors collectively own about 70.8% of the company, while insiders hold 18.7%. Despite missing EPS estimates, AAON reported strong revenue growth of 42.5% year-over-year, and analysts maintain a "Moderate Buy" rating with an average target price of $107.75.
SG Americas Securities LLC Buys 206,836 Shares of AAON, Inc. $AAON
SG Americas Securities LLC significantly increased its stake in AAON, Inc. by 4,082.8% in Q4, acquiring 206,836 shares to hold a total of 211,902 shares valued at $16.16 million. Other major institutions like Wellington Management Group also boosted their holdings, leading to institutional investors now owning 70.81% of AAON. Despite missing EPS estimates, AAON's Q4 revenue exceeded expectations, growing 42.5% year-over-year, and the company declared a quarterly dividend of $0.10.
(AAON) Movement Within Algorithmic Entry Frameworks
The article analyzes AAON's stock movement within algorithmic entry frameworks, highlighting divergent sentiment readings and a mid-channel oscillation pattern. It presents three institutional trading strategies (Position, Momentum Breakout, and Risk Hedging) with specific entry points, targets, and stop losses. The analysis also includes multi-timeframe signal insights and details on AI-generated signals for the stock.
AAON (AAON) Valuation Check As Rising Costs Pressure Margins And Earnings
AAON (AAON) is facing pressure due to rising costs, with operating margins decreasing by 3.7 percentage points and earnings per share falling 21.5% annually. Despite a narrative fair value suggesting the stock is 32.1% undervalued at $122.75 compared to its closing price of $83.40, its P/E ratio of 63.2x is significantly higher than peers and a fair ratio, indicating it might be expensive. The valuation depends on successful ERP rollouts and strong data center demand, highlighting a mixed message for investors.
AAON (AAON) Tumbles 10.49% as Earnings Disappoint
AAON (AAON) experienced a significant 10.49% stock drop as its recent earnings report failed to meet market expectations. This disappointment in earnings performance led to a sharp decrease in investor confidence and the share price. The article does not provide specific details about the earnings figures or why they disappointed.
AAON (AAON) Valuation Check As Rising Costs Pressure Margins And Earnings
AAON (AAON) is facing challenges with rising costs impacting its operating margin and earnings per share, leading to recent share price declines. Despite a narrative model suggesting the stock is 32.1% undervalued at $122.75 against a current price of $83.40, its P/E ratio of 63.2x is significantly higher than peers and its fair ratio, indicating potential overvaluation. Investors are advised to conduct their own detailed analysis considering both the optimistic growth narrative and potential execution risks.
Riverbridge Partners LLC Boosts Stake in AAON, Inc. $AAON
Riverbridge Partners LLC has significantly increased its stake in AAON, Inc. by 58.1%, now holding 354,370 shares valued at approximately $27.02 million. This move is part of a broader trend of institutional investors adjusting their positions in AAON, which maintains 70.81% institutional ownership. Despite missing EPS estimates in its latest quarterly earnings report, AAON's revenue increased by 42.5% year-over-year, and the company has declared a quarterly dividend of $0.10.
AAON (AAON) Tumbles 10.49% as Earnings Disappoint
AAON (AAON) stock tumbled by 10.49% due to disappointing earnings results. The company reported adjusted quarterly earnings of $0.48 per share, missing the Zacks Consensus Estimate of $0.66 per share. This represents a year-over-year decline of 18.64% in earnings, despite a 14.28% increase in revenue.
Top Growth Stocks With High Insider Ownership In March 2026
This article identifies top growth stocks in the United States with high insider ownership, suggesting confidence from those closely tied to the companies. It highlights AAON, CoreWeave, and York Space Systems as examples, providing financial overviews, growth potential, and insider ownership details for each, along with their market performance and strategic developments. The report emphasizes the potential benefits of investing in companies where insiders hold significant stakes.
Vanguard disaggregates holdings; reports 0 AAON shares (AAON)
The Vanguard Group has filed an amendment to its Schedule 13G/A, reporting zero beneficial ownership of AAON Inc. common stock as of March 13, 2026. This change follows an internal realignment within Vanguard, where certain subsidiaries will now report their beneficial ownership separately, in accordance with SEC guidelines. The filing, signed by Ashley Grim, Head of Global Fund Administration, indicates a reporting reallocation rather than a sale or purchase of shares.
AAON Inc (AAON) Stock Price Down 4.62% on Mar 26
AAON Inc (AAON) saw its stock price drop by 4.62% on March 26, reaching an intraday low of $83.40 before closing at $83.77. This places the stock significantly below its 52-week high but above its 52-week low. Wall Street analysts maintain an "Outperform" rating for AAON, with an average target price of $117.80, suggesting a potential upside of over 40% from its current price, and GuruFocus estimates a fair value of $122.65.
Ferguson Wellman Capital Management Inc. Buys 53,401 Shares of AAON, Inc. $AAON
Ferguson Wellman Capital Management Inc. significantly increased its stake in AAON, Inc. by 45.3% in the fourth quarter, purchasing 53,401 additional shares to hold a total of 171,376 shares valued at approximately $13.07 million. This move comes as AAON reported a 42.5% year-over-year revenue increase but missed EPS estimates for the last quarter. Wall Street analysts maintain a "Moderate Buy" consensus rating for AAON, with a target price of $107.75.
Aaon (AAON) Q2 Earnings and Revenues Miss Estimates
Aaon (AAON) reported Q2 earnings and revenues that missed analyst estimates. This financial performance indicates a potential struggle for the company during the quarter, as both top and bottom lines fell short of expectations. Investors will likely be analyzing these results closely to understand the implications for AAON's future outlook.
Top Growth Stocks With High Insider Ownership In March 2026
This article identifies top growth stocks in the United States with high insider ownership, suggesting confidence from company leadership despite recent market fluctuations. It highlights companies like AAON, CoreWeave, and York Space Systems, detailing their growth potential, insider ownership percentages, and recent financial performance. The report emphasizes that high insider ownership can be a positive indicator for future success.
Can AAON’s Rising Costs and Falling EPS Reshape the Margin Recovery Story for AAON (AAON)?
AAON, an HVAC manufacturer, is facing challenges as its day-to-day expenses are rising faster than its revenue, leading to a significant drop in operating margin and annual earnings per share despite increased sales. This situation raises questions about the company's cost control and ability to convert its growing order book into sustainable profits, potentially altering the optimistic investment outlook focused on margin recovery. Investors are urged to examine how rising costs and falling EPS might reshape the narrative around AAON, which had previously projected significant revenue and earnings growth by 2028.
Westview Management dba Westview Investment Advisors Takes Position in AAON, Inc. $AAON
Westview Management dba Westview Investment Advisors has acquired a new stake in AAON, Inc. (NASDAQ:AAON) during the fourth quarter, purchasing 17,800 shares valued at approximately $1.36 million. This comes as AAON reported a Q4 revenue of $424.2 million, surpassing expectations by 42.5% year-over-year, despite missing EPS estimates. The company has also declared a quarterly dividend of $0.10 per share and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $107.75.
AAON SEC Filings - Aaon Inc 10-K, 10-Q, 8-K Forms
This page provides access to AAON Inc.'s SEC filings, including 10-K, 10-Q, and 8-K forms, offering investors crucial regulatory information. The platform leverages AI to summarize documents and highlight key financial data, such as dividend declarations, quarterly results, and risk factors. Recent filings indicate details on Q2 financials, backlog, and leadership changes, alongside financial performance data showing sales growth but also margin compression and increased borrowings.
AAON, Inc. (AAON) touts robust product portfolio for data center opportunities
AAON, Inc. (AAON) highlights its strong product portfolio as a key advantage in tapping into the growing data center market. The company emphasizes its ability to provide comprehensive solutions tailored for the specific needs of data center infrastructure, indicating a strategic focus on this sector for future growth.
AAON SEC Filings - Aaon Inc 10-K, 10-Q, 8-K Forms
This page provides access to Aaon Inc.'s (AAON) SEC filings, including 10-K, 10-Q, and 8-K forms, offering comprehensive regulatory information for investors. It highlights recent insider transactions, dividend announcements, and participation in investor conferences, along with AI-powered summaries of these documents. The page also offers financial data like market cap and links to various financial tools and articles.
AAON (AAON) proxy: Backlog surges to $1.83B; board, auditor votes set
AAON, Inc. has filed its preliminary proxy statement (PRE 14A) for its 2026 Annual Meeting. Key proposals include the election of directors, ratification of Grant Thornton LLP as auditor, advisory votes on executive compensation, and an amendment to increase the Board's maximum size. The filing also revealed strong financial performance for 2025, with backlog surging to $1.83 billion and net sales reaching $1.44 billion, alongside details on executive compensation and corporate governance.
Value Aligned Research Advisors LLC Buys 193,376 Shares of AAON, Inc. $AAON
Value Aligned Research Advisors LLC increased its stake in AAON, Inc. (NASDAQ:AAON) by 57.8%, acquiring an additional 193,376 shares to hold a total of 527,874 shares valued at $49.33 million as of its most recent SEC filing. This comes as AAON reported mixed quarterly results, with earnings per share missing estimates but revenue exceeding expectations and growing 42.5% year-over-year. The article also notes recent insider selling by Casey Kidwell and summarizes analyst ratings for the stock.
Assessing AAON (AAON) Valuation After Recent Share Price Weakness
AAON (AAON) has experienced a significant share price decline, down 22% in the last month, prompting investors to re-evaluate its valuation. Despite this, the company's "most followed narrative" suggests it is 36% undervalued with a fair value target of $122.75, driven by growth in data center cooling solutions. However, its current P/E ratio of 59.5x is higher than the industry average, indicating potential valuation risk if growth expectations are not met.
William Blair Maintains AAON Inc(AAON.US) With Buy Rating
William Blair has reiterated its Buy rating for AAON Inc (AAON.US). This indicates a continued positive outlook from the firm regarding the company's stock performance.
AAON declares $0.10 dividend
AAON has declared a dividend of $0.10 per share. The company operates in the HVAC industry.
William Blair reiterates Outperform on AAON stock citing fundamentals
William Blair has reiterated an "Outperform" rating on AAON Inc (NASDAQ:AAON) following a recent share price decline, viewing it as a buying opportunity despite execution concerns. The firm noted that AAON's fundamentals remain strong with solid revenue growth and a healthy data center business, expecting gross margins to improve through 2026. Analysts project significant upside potential for AAON, with a key catalyst being gross margins reaching 31%+ in Q2 2026.
William Blair reiterates Outperform on AAON stock citing fundamentals
William Blair has reiterated an Outperform rating on AAON (NASDAQ:AAON) stock, viewing its recent 15% share price decline as a buying opportunity. The firm believes AAON's fundamentals are strong, with expected improvements in execution and gross margins through 2026, and significant upside potential based on analyst price targets. Despite a recent EPS miss, the company's revenue exceeded expectations, and its backlog remains robust.
Moore Capital Management LP Takes $13.96 Million Position in AAON, Inc. $AAON
Moore Capital Management LP recently acquired a new position in AAON, Inc., purchasing 149,385 shares valued at approximately $13.96 million during the third quarter. Other institutional investors also significantly increased their holdings in AAON. The construction company recently announced a quarterly dividend and reported its latest earnings, missing analyst estimates but showing a substantial year-over-year revenue increase.
LRT Capital Management LLC Boosts Stake in AAON, Inc. $AAON
LRT Capital Management LLC significantly increased its stake in AAON, Inc. by 148% in the third quarter, bringing its total holdings to 22,780 shares valued at approximately $2.13 million. Despite a recent insider sale and a quarterly EPS miss, the construction company experienced a 42.5% revenue increase and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $107.75. AAON also announced a quarterly dividend of $0.10 per share.
How (AAON) Movements Inform Risk Allocation Models
This article analyzes Aaon Inc. (NASDAQ: AAON) using AI models to provide trading strategies and risk allocation insights. It identifies weak near- and mid-term sentiment but a neutral long-term outlook, with a significant 62.2:1 risk-reward setup. The analysis includes specific trading strategies (Position, Momentum Breakout, Risk Hedging) and multi-timeframe signal analysis with support and resistance levels.
AAON, INC. (AAON) CFO reports 324-share tax-withholding stock disposals
AAON, Inc.'s CFO Rebecca Thompson reported routine tax-withholding stock disposals totaling 324 shares of common stock, valued at $91.51 per share. These transactions were to cover tax obligations and were not open-market sales. Following these disposals, she directly holds 26,142 common shares and indirectly holds 4,225 shares in a 401(k) plan, while also retaining various stock options.
AAON (AAON) EVP has 144 shares withheld to cover stock tax
AAON, INC.'s Executive Vice President, Gordon Douglas Wichman, had 144 shares of common stock withheld on March 12, 2026, to satisfy tax obligations, rather than being sold. These shares were valued at $91.51 each. Following this routine tax-related disposition, Wichman directly holds 10,073 common shares, with additional indirect holdings through a 401(k) plan and various outstanding stock options.
AAON, INC. (AAON) EVP logs 154-share tax-withholding disposition
AAON, INC. Executive Vice President Matthew Shaub reported a tax-related disposition of 154 common shares at $91.51 each on March 12, 2026. This transaction was for tax obligations and not an open-market sale. After this, Shaub directly holds 1,629 common shares, indirectly holds 665 shares through a 401(k), and retains various stock options.
