The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) underperformed SPY in 2025, gaining 7.2% versus SPY's 18.42%. Despite average underperformance, select Aristocrats like CAH (+74.18%), ALB (+66.90%), and CHRW (+61.22%) delivered strong double-digit returns. Dividend growth for the Aristocrats slowed to 5.52% in 2025, down from 5.78% in 2024, with 68 of 69 raising payouts.
The market appears expensive, with historical precedent for long periods of low returns after peaks. Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporting a steady long-term outlook. Analyst forecasts for 2026 should be viewed skeptically, as actual outcomes often diverge from consensus projections.
A. O. Smith is rated Buy, with risk/reward attractive as growth and margins are set to accelerate from FY26. North America drives ~75% of revenue; interest rate cuts and housing recovery should fuel market share gains and sales growth. Margin expansion is supported by pricing, cost control, mix shift to high-efficiency products, and accretive acquisitions like Leonard Valve.
Wartsila (OTCMKTS:WRTBY - Get Free Report) and A. O. Smith (NYSE: AOS - Get Free Report) are both industrials companies, but which is the better stock? We will compare the two companies based on the strength of their profitability, institutional ownership, valuation, earnings, dividends, analyst recommendations and risk. Profitability This table compares Wartsila and A. O.
Caxton Associates LLP trimmed its holdings in shares of A. O. Smith Corporation (NYSE: AOS) by 33.5% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 31,546 shares of the industrial products company's stock after selling 15,896 shares during
Fisher Asset Management LLC trimmed its holdings in A. O. Smith Corporation (NYSE: AOS) by 97.8% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,144 shares of the industrial products company's stock after selling 1,786,000 shares during the period.
Vanderbilt QB Diego Pavia wins the 2025 Johnny Unitas Golden Arm Award, becoming the program's first honoree after a record-setting, standout season.
AOS rides strong North American heater demand and strategic acquisitions, though China weakness and rising costs pose challenges.
The ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has underperformed the SPDR S&P 500 ETF (SPY) year-to-date, but November shows a reversal. Several Dividend Aristocrats, including CAH, CAT, CHRW, and ALB, have posted double-digit gains in 2025, while others lag behind. Dividend growth among Aristocrats averages 5.46% for 2025, with most constituents announcing increases, though growth is slightly below 2024 levels.
Boston Partners trimmed its holdings in A. O. Smith Corporation (NYSE: AOS) by 13.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 86,122 shares of the industrial products company's stock after selling 13,385 shares during the period. Boston Partners
