Ferguson Wellman Capital Management Inc. lowered its position in shares of AAON, Inc. (NASDAQ: AAON) by 15.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 126,586 shares of the construction company's stock after selling 23,550 shares during the quarter.

On September 28, 2026, AAON Inc (AAON) shares fell 4.2% to $85.34. The stock has experienced a 52-week range of $73.19 to $150.46, indicating significant volati

Baron Real Estate Fund delivered strong results in the second quarter. The Fund increased 11.89% (Institutional Shares). Shares of Hyatt Hotels Corporation appreciated materially following strong first quarter results and an Investor Day in May that outlined strong long-term growth targets. Shares of AAON, Inc. rose during the quarter following an exceptionally strong earnings report which saw the company see drastically faster growth in its data center business, BasX, than expected.

AAON shares have dropped ~47% from highs, but underlying demand and backlog remain robust, particularly in its BASX data-center segment. Gross margin pressures stem from rapid capacity expansion and startup costs, with management expecting visible recovery by 2027 as Memphis utilization improves. Despite negative free cash flow and lowered 2026 margin guidance, AAON raises its 2026 sales-growth outlook to 55%-60% and maintains a $2B backlog.

American Capital Management Inc. bought a new position in shares of AAON, Inc. (NASDAQ: AAON) during the undefined quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 375,178 shares of the construction company's stock, valued at approximately $47,595,000. AAON makes up approximately 2.1% of American Capital

The new identity brings greater clarity to AAON's evolution into a multi-brand, multi-market enterprise. TULSA, Okla.

The Wasatch U.S. Select Fund - Investor Class returned 12.46%, trailing the Russell 2500 Growth Index, which gained 24.02% during the quarter. While the market environment favoring low-quality companies was a large reason for our relative underperformance, we also held stocks that lost ground in the period, and that too weighed on relative results. The largest of the detractors was Ensign Group, an operator of skilled-nursing and senior-living facilities.

TULSA, Okla., Aug. 13, 2026 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON), a leader in high-performing, energy-efficient HVAC solutions that bring long-term value to customers and owners, today announced that its Board of Directors has declared the Company's next regular quarterly cash dividend of $0.10 per share (or $0.40 annually), payable on September 25, 2026, to stockholders of record as of the close of business on September 4, 2026.

Aaon Inc (NASDAQ:AAON) on Monday reported better-than-expected second-quarter financial results and raised its FY26 sales guidance above estimates.

AAON, Inc. (AAON) Q2 2026 Earnings Call Transcript