AAON, Inc., together with its subsidiaries, engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BASX. It offers rooftop units, data center cooling solutions, cleanroom systems, chillers, packaged outdoor mechanical rooms, air handling units, makeup air units, energy recovery units, condensing units, geothermal/water-source heat pumps, coils, and controls. The company markets and sells its products to retail, manufacturing, educational, lodging, supermarket, data centers, medical and pharmaceutical, and other commercial industries. It sells its products through a network of independent manufacturer representative organizations and internal sales force, as well as online. The company was incorporated in 1987 and is based in Tulsa, Oklahoma.
Date |
For |
Estimate |
Reported |
Surprise |
surprise % |
2024-08-01 |
2024-06 |
0.53 |
N/A |
N/A |
N/A |
2024-05-02 |
2024-03 |
0.53 |
0.46 |
-0.07 |
-13.21% |
2024-02-28 |
2023-12 |
0.53 |
0.56 |
0.03 |
5.66% |
2023-11-06 |
2023-09 |
0.55 |
0.64 |
0.09 |
16.36% |
2023-08-03 |
2023-06 |
0.42 |
0.55 |
0.13 |
30.95% |
2023-05-04 |
2023-03 |
0.36 |
0.45 |
0.09 |
25.00% |
Date |
Firm |
Action |
From |
To |
2023-02-27 |
DA Davidson |
Upgrade |
|
Buy |
2022-09-14 |
CJS Securities |
Upgrade |
|
Outperform |
2022-03-28 |
Sidoti & Co. |
Upgrade |
Neutral |
Buy |
2021-08-08 |
DA Davidson |
Upgrade |
Underperform |
Neutral |
2019-05-05 |
DA Davidson |
Downgrade |
Neutral |
Underperform |
2016-10-12 |
Jefferies |
Upgrade |
|
Buy |
Date |
Name |
Relation |
Quantity |
Description |
2024-05-22 |
ASBJORNSON NORMAN H |
Director and Beneficial Owner of more than 10% of a Class of Security |
0.00 |
Stock Gift |
2024-05-21 |
FIELDS GARY D. |
Chief Executive Officer |
76.46K |
Sale |
2024-05-20 |
KOUPLEN ANGELA E. |
Director |
36.34K |
Stock Award(Grant) |
2024-05-20 |
LAWHORN CARON A |
Director |
15.85K |
Stock Award(Grant) |
2024-05-20 |
LECLAIR STEPHEN O |
Director |
28.74K |
Stock Award(Grant) |
2024-05-20 |
MCELROY A H II |
Director |
133.53K |
Stock Award(Grant) |
Institution Ownership
...
Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
Blackrock Inc. |
7.38M |
466.73M |
9.05% |
2023-06-29 |
Vanguard Group Inc |
4.76M |
301.11M |
5.84% |
2023-06-29 |
Kayne Anderson Rudnick Investment Management LLC |
3.00M |
189.91M |
3.68% |
2023-06-29 |
Conestoga Capital Advisors, LLC |
2.21M |
139.58M |
2.71% |
2023-06-29 |
Morgan Stanley |
1.49M |
94.40M |
1.83% |
2023-06-29 |
State Street Corporation |
1.48M |
93.67M |
1.82% |
Report Date |
Organization |
Position |
Value |
Percentage |
2023-09-29 |
iShares Core S&P Smallcap ETF |
4.58M |
260.57M |
5.61% |
2023-06-29 |
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd |
2.13M |
134.43M |
2.61% |
2023-08-30 |
iShares Russell 2000 ETF |
1.54M |
96.98M |
1.88% |
2023-06-29 |
Conestoga Small Cap Fund |
1.51M |
95.37M |
1.85% |
2023-06-29 |
Vanguard Total Stock Market Index Fund |
1.33M |
84.24M |
1.63% |
2023-06-29 |
Vanguard Small-Cap Index Fund |
1.12M |
70.83M |
1.37% |
Dividend |
Date |
0.08 |
2024-06-07 |
0.08 |
2024-03-15 |
0.08 |
2023-11-28 |
0.08 |
2023-09-07 |
0.12 |
2023-06-08 |
0.12 |
2023-03-10 |
Split |
Date |
3 : 2 |
2023-08-17 |
3 : 2 |
2023-08-16 |
3 : 2 |
2014-07-17 |
1.5 : 1 |
2013-07-03 |
1.5 : 1 |
2011-06-14 |
1.5 : 1 |
2007-08-22 |