AAON (AAON) Fell Despite Solid Results
Conestoga Capital Advisors highlighted AAON, Inc. (NASDAQ:AAON) in its Q4 2025 investor letter, despite the stock's recent decline. Although AAON reported solid Q3 2025 results, shares fell due to concerns about ERP-related delivery delays and extended lead times, especially given the rapid innovation in data center cooling. However, Conestoga Capital Advisors believes operational improvements are ongoing and AAON's strong relationships with hyperscalers position it for future growth.
AAON (AAON) Fell Despite Solid Results
AAON, Inc. (NASDAQ: AAON) stock closed at $102.28 despite solid Q3 2025 results. Conestoga Capital Advisors attributed the stock's retreat to ERP-related delivery delays and extended lead times, which weighed on sentiment, especially with a new CEO. While AAON is not among the 30 most popular stocks among hedge funds, Conestoga Capital believes operational improvements are underway and strong hyperscaler relationships position the company for renewed growth.
HVAC maker AAON schedules March 2 call on 2025 financial results
AAON (NASDAQ: AAON) has scheduled a quarterly conference call and webcast for Monday, March 2, 2026, at 9:00 a.m. EST to discuss its fourth quarter and full-year 2025 financial results. The company plans to release these results earlier on the same morning before the call. Investors can participate via a dial-in for Q&A or register for a listen-only webcast, with a replay available on their investor website the following business day.
AAON Announces Fourth Quarter and Full Year 2025 Conference Call and Webcast
AAON, Inc. has scheduled its quarterly conference call and webcast for Monday, March 2, 2026, at 9:00 a.m. EST to discuss its fourth quarter and full year 2025 financial results. The results will be released earlier that morning, and details for both dial-in and a listen-only webcast have been provided for participants. A replay of the call will be available on the company's website the following business day.
AAON Announces Fourth Quarter and Full Year 2025 Conference Call and Webcast
AAON, Inc. has announced its conference call and webcast to discuss fourth quarter and full year 2025 financial results. The event is scheduled for Monday, March 2, 2026, at 9:00 a.m. EST, with financial results released earlier that morning. Interested parties can participate via a dial-in option for Q&A or a listen-only webcast.
AAON Announces Fourth Quarter and Full Year 2025 Conference Call and Webcast
AAON, Inc. (NASDAQ: AAON) has scheduled its quarterly conference call and webcast for Monday, March 2, 2026, at 9:00 a.m. EST to discuss its fourth quarter and full year 2025 financial results. The results will be released earlier that morning, and both a dial-in option for Q&A and a listen-only webcast will be available for participation. A replay of the call will be accessible on the company's website the following business day.
AAON Announces Quarterly Cash Dividend and $25 Million Increase to Share Repurchase Authorization
AAON, Inc. announced a regular quarterly cash dividend of $0.08 per share, payable on March 29, 2024, to stockholders of record as of March 18, 2024. Additionally, the company's Board of Directors approved a $25 million increase to its share repurchase authorization, bringing the total current authorization to $50 million. Repurchases will be executed under a pre-arranged stock repurchase plan.
Does AAON’s Shrinking Free Cash Flow Margin Undermine the Bull Case for Its Capital-Intensive Expansion (AAON)?
AAON Inc. is facing scrutiny due to falling operating margins and earnings per share, despite revenue growth. The company's increasing capital intensity and significantly lower free cash flow margins are raising concerns about the sustainability of its business model and the expected margin recovery. While AAON projects substantial revenue and earnings growth by 2028, these challenges introduce questions about its investment narrative and future expectations.
Does AAON’s Shrinking Free Cash Flow Margin Undermine the Bull Case for Its Capital-Intensive Expansion (AAON)?
AAON Inc. has shown falling operating margins and earnings per share despite revenue growth, prompting concerns about its capital-intensive expansion. The company's rising capital intensity and sharply lower free cash flow margins, along with an expanded revolving credit facility, raise questions about the sustainability of its business model. Investors are evaluating whether AAON's premium HVAC and data center cooling niches can justify a high valuation given these financial pressures and the critical need for margin and free cash flow stabilization.
AAON (NASDAQ:AAON) Upgraded to "Hold" at Wall Street Zen
Wall Street Zen has upgraded AAON (NASDAQ:AAON) from a "sell" to a "hold" rating, indicating a less bearish near-term outlook. Despite the upgrade, the stock holds a "Moderate Buy" consensus from analysts with a target price of $107.60. Recent insider and institutional buying activity, including a significant purchase by EVP Stephen Wakefield and increased stakes by major institutional investors, suggests growing confidence in the company.
Envestnet Asset Management Inc. Acquires 36,721 Shares of AAON, Inc. $AAON
Envestnet Asset Management Inc. increased its stake in AAON, Inc. by 12.6% in the third quarter, acquiring an additional 36,721 shares and bringing its total holdings to 328,432 shares valued at approximately $30.69 million. Other institutional investors like Champlain, Copeland, and Norges Bank also built significant positions, with institutional ownership now at 70.81%. Analysts rate AAON as a "Moderate Buy" with an average price target of $107.60, and an insider recently purchased 4,141 shares.
Impax Asset Management Group plc Purchases 328,751 Shares of AAON, Inc. $AAON
Impax Asset Management Group plc significantly increased its holdings in AAON, Inc. by 56% during the third quarter, acquiring 328,751 additional shares and bringing its total ownership to 916,047 shares valued at $84.73 million. This purchase reflects continued institutional interest in AAON, which currently has a "Moderate Buy" consensus rating from analysts with an average price target of $107.60. The company's stock currently trades around $99, has a market cap of $8.08 billion, and has seen insider buying activity as well.
Price Over Earnings Overview: AAON
AAON Inc. (NASDAQ: AAON) saw a slight decrease in its share price recently but has shown strong short-term growth over the past month. The company's P/E ratio of 78.74 is significantly higher than the Building Products industry average of 29.77, suggesting investors may expect superior future performance or that the stock could be overvalued. The article emphasizes that the P/E ratio should be used in conjunction with other financial metrics and qualitative analysis for informed investment decisions.
William Blair Maintains AAON Inc(AAON.US) With Buy Rating
William Blair analyst Ryan Merkel has reaffirmed a "buy" rating for AAON Inc (AAON.US). Merkel boasts a 53.0% success rate and a 4.7% total average return over the past year, according to TipRanks data. This rating is based on an independent third-party analysis provided by TipRanks, which tracks financial analysts' recommendations.
William Blair Maintains AAON Inc(AAON.US) With Buy Rating
William Blair analyst Ryan Merkel has reaffirmed a "buy" rating for AAON Inc (AAON.US). According to TipRanks data, Merkel has a 51.2% success rate and an average return of 4.3% over the past year. This rating is provided for informational purposes only and does not constitute investment advice.
AAON, Inc. $AAON is Jackson Square Partners LLC's 4th Largest Position
Jackson Square Partners LLC significantly increased its stake in AAON, Inc. by 195.8% in Q3, making it their 4th largest holding. Institutional ownership for AAON is high at 70.81%, while insiders own 18.7%, with notable recent insider transactions including a purchase by an EVP and a sale by a director. Analysts generally rate AAON a "Moderate Buy" with an average target price of $107.60, following an EPS and revenue beat, despite the stock's high P/E ratio and low dividend yield.
Zurn Elkay, Badger Meter, AAON, Trex, and Saia Shares Are Soaring, What You Need To Know
Shares of Zurn Elkay, Badger Meter, AAON, Trex, and Saia all rose during an afternoon trading session rebound, following a tech-driven sell-off. The market recovery was supported by a bounce in Bitcoin, improved U.S. consumer sentiment, and significant AI-related capital expenditure. The Dow Jones Industrial Average also crossed the 50,000 threshold for the first time.
Zurn Elkay, Badger Meter, AAON, Trex, and Saia Shares Are Soaring, What You Need To Know
Shares of Zurn Elkay, Badger Meter, AAON, Trex, and Saia all rose after a broad market rebound, fueled by a recovery in technology stocks and Bitcoin, and improved U.S. consumer sentiment. The Dow Jones Industrial Average crossed 50,000 for the first time. The article highlights that big price drops can present good buying opportunities for high-quality stocks.
Ranger Investment Management L.P. Has $39.40 Million Stock Holdings in AAON, Inc. $AAON
Ranger Investment Management L.P. significantly trimmed its stake in AAON, Inc. by 2.8% in Q3, now holding 421,615 shares valued at $39.4 million, making it their fourth-largest holding. Mixed insider activity saw an EVP purchasing shares while a Director sold a substantial portion of his holdings. Analysts maintain a "Moderate Buy" rating for AAON with an average price target of $107.60, following the company's recent beat on revenue and EPS expectations.
AAON Inc (AAON) Shares Down 4.12% on Feb 5
AAON Inc (AAON) shares dropped 4.12% on February 5th, closing at $91.36. Despite the dip, analysts forecast an average target price of $115.20, implying a 26.10% upside, and GuruFocus estimates a fair value of $108.95. The stock currently holds an "Outperform" recommendation from brokerage firms.
AAON INC (NASDAQ:AAON) Combines Strong Growth Fundamentals with Bull Flag Technical Setup
The article highlights AAON INC (NASDAQ:AAON) as a promising investment opportunity, combining strong fundamental growth with a technical bull flag pattern. AAON exhibits robust past and projected revenue/EPS growth, supported by a solid financial condition. This combination suggests a potential uptrend, making it attractive for growth-focused investors looking for market momentum aligning with strong business achievements.
AAON stock maintains Buy rating at DA Davidson on data center positioning
DA Davidson has reiterated its Buy rating and a $120.00 price target for HVAC manufacturer AAON Inc (NASDAQ:AAON), citing the company's strong positioning for future data center builds. Despite operational challenges like ramping up Memphis operations and implementing new ERP systems, the firm maintains a positive long-term outlook, expressing confidence in AAON's ability to meet or exceed its 2027 financial framework. The company also recently expanded its revolving credit facility and declared a cash dividend.
D.A. Davidson Maintains AAON Inc(AAON.US) With Buy Rating, Maintains Target Price $120
D.A. Davidson analyst Brent Thielman has reiterated a Buy rating for AAON Inc (AAON.US) and maintained the target price at $120. Over the past year, Thielman has demonstrated a 70.1% success rate and an average return of 25.1%. This information is provided for educational purposes and does not constitute investment advice.
DA Davidson Reaffirms "Buy" Rating for AAON (NASDAQ:AAON)
DA Davidson has reaffirmed a "Buy" rating on AAON (NASDAQ:AAON) with a price target of $120.00, suggesting a potential upside of over 30%. The company recently reported strong quarterly earnings, beating analyst estimates for both EPS and revenue, and has a "Moderate Buy" consensus rating from analysts with an average target price of $107.60. Despite a high P/E ratio, the stock has seen varied insider activity, with an EVP purchasing shares and a director selling shares.
3 Reasons AAON is Risky and 1 Stock to Buy Instead
This article analyzes why AAON is considered a risky investment, citing its shrinking operating margin, barely growing EPS, and dropping free cash flow margin. The author suggests AAON is overvalued at its current forward P/E and recommends looking into other growth stocks instead. The piece concludes by highlighting a curated list of "High Quality" stocks that have historically outperformed the market.
Should AAON’s (AAON) New Leadership and Credit Expansion Ahead of Earnings Require Action From Investors?
AAON, Inc. is set to release its quarterly results on February 26, 2026, following a recent leadership change and a new credit extension, signaling management's focus on operational efficiency and future expansion into HVAC technology. While these developments suggest preparation for larger, tech-driven projects, investors should consider the company's premium valuation and recent earnings compression. The upcoming earnings will be crucial in evaluating whether operational efficiency is improving and how the market will respond to the company's strategic shifts.
Should AAON’s (AAON) New Leadership and Credit Expansion Ahead of Earnings Require Action From Investors?
AAON, Inc. is set to release its Q4 2025 earnings on February 26, 2026, following a leadership change and a significant credit extension aimed at supporting growth and HVAC technology investments. These developments suggest a management focus on operational efficiency and future expansion, which could redefine the company's investment narrative beyond simple sales growth. Despite these strategic moves, the article notes that AAON's shares might still be overvalued and faces scrutiny over its ability to convert growth into consistent profitability amid recent earnings compression.
Y Intercept Hong Kong Ltd Sells 21,480 Shares of AAON, Inc. $AAON
Y Intercept Hong Kong Ltd significantly reduced its stake in AAON, Inc. by selling 21,480 shares, leaving them with 11,848 shares valued at approximately $1.11 million. This comes as AAON reported strong Q3 earnings, beating expectations, and maintains a "Moderate Buy" consensus rating from analysts with a target price of $104.60. Insider transactions were mixed; a director sold shares while an EVP made a purchase.
3 Volatile Stocks Walking a Fine Line
This article identifies three volatile stocks—AAON, KeyCorp, and Bank of America—that investors should be cautious about due to issues like declining operating margins, unexciting net interest income trends, and limited growth potential. It also suggests alternative, high-quality stocks that have historically outperformed the market.
AAON, Inc. $AAON Stock Position Cut by Allied Investment Advisors LLC
Allied Investment Advisors LLC has reduced its stake in AAON, Inc. (NASDAQ:AAON) by 18.2% in the third quarter, selling 44,332 shares and now holding 198,652 shares valued at $18.56 million. Despite this cut, other hedge funds like Verdence Capital Advisors LLC and EverSource Wealth Advisors LLC increased their holdings. AAON's stock experienced a 2.4% drop, trades at a high P/E ratio, and recently announced a quarterly dividend of $0.10 per share.
Aaon’s Upcoming Earnings Report to Signal Strategic Direction
Aaon is set to release its quarterly financial results on February 26, 2026, which will be crucial in defining its strategic direction for the fiscal year. The report will address how the company plans to capitalize on the increasing global demand for energy-efficient building systems, especially following recent leadership changes and efforts to secure financial flexibility. Market observers will focus on demand dynamics, supply chain stability, growth translation, and capital allocation in the context of industry shifts towards sustainable HVAC technologies.
Responsive Playbooks and the AAON Inflection
The article analyzes Aaon Inc. (NASDAQ: AAON), highlighting conflicting sentiment across different time horizons and suggesting choppy market conditions. It details three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The piece also provides multi-timeframe signal analysis, including support and resistance levels for near-term, mid-term, and long-term periods.
AAON, Inc. (NASDAQ:AAON) Receives Consensus Rating of "Moderate Buy" from Brokerages
AAON, Inc. (NASDAQ:AAON) has received a "Moderate Buy" consensus rating from eight brokerages, with an average 12-month price target of $104.60. The company recently reported strong Q results, beating earnings and revenue estimates, but trades at a high P/E ratio of 78.07. Insider activity shows EVP Stephen E. Wakefield increasing his stake, while Director Gary D. Fields sold shares.
3 Top Growth Stocks With Significant Insider Ownership
This article identifies three growth stocks—AAON, Estée Lauder Companies, and On Holding—with significant insider ownership, suggesting strong confidence from company insiders despite recent market volatility. It details each company's financial performance, growth forecasts, and strategic initiatives, while also noting that some of these stocks might be overvalued according to Simply Wall St's valuation reports. The piece emphasizes the importance of insider ownership as an indicator of a company's future prospects and alignment with shareholder interests.
Understanding the Setup: (AAON) and Scalable Risk
This article analyzes Aaon Inc. (NASDAQ: AAON), highlighting a strong near and mid-term sentiment but a weak long-term outlook. It identifies a mid-channel oscillation pattern and presents a high-potential risk-reward setup targeting a 19.5% gain against a 0.3% risk. The piece also details three distinct AI-generated trading strategies (Position, Momentum Breakout, Risk Hedging) for various risk profiles.
AAON, Inc. (NASDAQ:AAON) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable
AAON, Inc. has seen its stock price jump 26% in the last month, though it's still down 28% over the past year. The company's current P/E ratio of 76.5x is considerably higher than the market average, which could be attributed to analyst forecasts predicting strong future earnings growth of 44% per year. Despite recent declines in earnings, the projected growth suggests investors are factoring in a more prosperous future for AAON.
AAON, Inc. (NASDAQ:AAON) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable
AAON, Inc. (NASDAQ:AAON) has seen its stock price increase by 26% in the last month, but it is still down 28% over the past year. Despite a high P/E ratio of 76.5x compared to the US market average, analysts expect AAON's earnings to grow significantly by 44% per year over the next three years, justifying its premium valuation. This forecast strong growth trajectory explains why investors are not keen to sell despite recent short-term earnings declines.
AAON, Inc. $AAON Stock Holdings Lifted by Pembroke Management LTD
Pembroke Management LTD significantly increased its stake in AAON, Inc. (NASDAQ:AAON) by 28.6% during the third quarter, making it their third-largest holding. AAON reported strong Q3 earnings, surpassing analyst expectations with $0.37 EPS and a 17.4% year-over-year revenue increase. Despite analysts issuing a "Moderate Buy" rating with a target price of $104.60, the stock currently trades at a high P/E ratio, and recent insider activity shows a mix of buying and selling.
AAON (NASDAQ:AAON) Downgraded by Wall Street Zen to "Sell"
Wall Street Zen has downgraded AAON (NASDAQ:AAON) from "hold" to "sell." Despite this, the consensus analyst rating remains a "Moderate Buy" with an average target price of $104.60. AAON recently exceeded earnings expectations and saw a 17.4% year-over-year revenue increase, but its stock trades at a high valuation and is nearing its 52-week high, raising concerns for some analysts.
Conestoga Capital Advisors LLC Lowers Position in AAON, Inc. $AAON
Conestoga Capital Advisors LLC reduced its stake in AAON, Inc. by 9.0% in the third quarter of 2025, selling 167,751 shares and now holding 1,691,320 shares valued at approximately $158.0 million. This position constitutes about 2.5% of Conestoga's portfolio. The article also details mixed insider trading activity, institutional investor movements, AAON's price performance, dividend information, and current analyst ratings, with a consensus of "Moderate Buy."
Is AAON’s (AAON) Expanded Credit Line a Subtle Shift in Its Growth Playbook?
AAON, Inc. recently expanded its revolving credit facility by US$100.0 million to US$600.0 million, providing increased flexibility for funding working capital, capital projects, and long-term growth. This move supports ongoing investments in manufacturing and automation, which are crucial for the company's planned revenue and earnings growth. While the expanded credit line aids near-term capacity, investors are advised to consider the potential for continued cash flow pressure due to significant capital expenditures.
Is AAON’s (AAON) Expanded Credit Line a Subtle Shift in Its Growth Playbook?
AAON, Inc. has expanded its revolving credit facility by US$100.0 million to US$600.0 million, providing more capital for working needs, projects, and long-term growth as customer demand rises. This increased liquidity supports ongoing investments in manufacturing and automation, which are crucial for the company's growth and margin improvement. While the credit line offers financial flexibility, investors should remain aware of potential cash flow pressures from high capital expenditures and working capital demands.
Nepsis Inc. Invests $8.68 Million in AAON, Inc. $AAON
Nepsis Inc. has invested $8.68 million in AAON, Inc. by acquiring 92,916 shares, making it 2.8% of Nepsis's holdings. Insider activity shows Director Gary D. Fields selling 26,746 shares, while EVP Stephen E. Wakefield purchased 4,141 shares, increasing insider ownership to 18.7%. AAON maintains a "Moderate Buy" consensus rating with a target price of $104.60, and reported a quarterly dividend of $0.10 per share.
The Technical Signals Behind (AAON) That Institutions Follow
This article analyzes AAON (Aaon Inc.) using AI models to provide technical signals for institutional trading strategies. It highlights mixed sentiment, identifies support and resistance levels, and details three distinct trading strategies (Position, Momentum Breakout, and Risk Hedging) with specific entry, target, and stop-loss zones. The analysis also includes a multi-timeframe signal breakdown for near, mid, and long-term horizons, focusing on risk-reward setups.
Assessing AAON (AAON) Valuation After Strong Revenue Growth And Earnings Beat
AAON (AAON) recently reported strong revenue growth of 17.4% year-on-year, beating analyst estimates for both revenue and earnings. Despite a narrative suggesting a 29.1% undervaluation with a fair value of US$115.25, the company's current P/E ratio of 66.4x significantly exceeds industry and peer averages, indicating potential valuation risk. The article discusses both the potential for future growth driven by manufacturing investments and the risks associated with high valuation multiples and operational challenges like ERP rollout.
HVAC and Water Systems Stocks Q3 Highlights: AAON (NASDAQ:AAON)
This article reviews the Q3 performance of several HVAC and water systems stocks, highlighting AAON's strong revenue beat despite a subsequent stock drop. It also covers Northwest Pipe as the best performer, Lennox as the weakest, and provides updates on Trane Technologies and Advanced Drainage. The sector generally reported strong Q3 results, with revenues beating analyst estimates.
AAON (NASDAQ:AAON) Shares Down 4.7% - Should You Sell?
AAON (NASDAQ:AAON) shares dropped 4.7% on Tuesday to $77.66 with light trading volume. Despite the dip, analysts maintain a "Moderate Buy" consensus with an average target price of $104.60, suggesting potential upside. Fundamentals show a $6.36 billion market cap and a high P/E ratio, while insider transactions indicate mixed sentiment with an EVP buying shares and a director selling a larger block.
How AAON’s Expanded US$600 Million Credit Facility Will Impact AAON (AAON) Investors
AAON, Inc. recently expanded its revolving credit facility by US$100 million to US$600 million to fund working capital, capital projects, and growth, particularly in data center cooling and high-efficiency HVAC. This enhanced financial flexibility supports the company's growth initiatives and significant capital expenditures. While the expanded credit facility provides near-term funding, investors should monitor ERP execution and potential margin pressures as AAON navigates these growth phases, with projected revenues of $1.9 billion and earnings of $283 million by 2028.
How AAON’s Expanded US$600 Million Credit Facility Will Impact AAON (AAON) Investors
AAON, Inc. recently expanded its revolving credit facility from US$500 million to US$600 million, providing additional capital for working needs, capital projects, and growth initiatives, especially in data center cooling and high-efficiency HVAC. This move supports long-term growth but does not alleviate near-term risks related to ERP execution and potential margin pressure. The company continues its quarterly dividend, balancing shareholder returns with strategic investments.
AAON - Aaon Inc Latest Stock News & Market Updates
This page serves as a comprehensive resource for the latest news and insights on AAON, Inc. (NASDAQ: AAON), a manufacturing company specializing in high-performance HVAC solutions. It covers financial results, corporate governance, capital allocation, and product developments like their Alpha Class air-source heat pumps. Recent news highlights include activating an accordion feature on their credit facility, executive promotions, quarterly dividends, and Q3 2025 earnings.
