AAON, Inc. (AAON) is up 51.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The stock appears to be surging after the company posted a major first-quarter 2026 beat and raised its full-year 2026 outlook, pointing to stronger-than-expected demand and improved conversion of backlog into shipments. The company also highlighted record backlog and disclosed a new $100 million share repurchase authorization, which likely added to bullish sentiment.
Details:
Sources:
SEC (EDGAR), AAON Investor Relations, PR Newswire
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$AAON Insider Trading Activity
$AAON insiders have traded $AAON stock on the open market 14 times in the past 6 months. Of those trades, 3 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $AAON stock by insiders over the last 6 months:
- REBECCA THOMPSON (Chief Accounting Officer) has made 0 purchases and 4 sales selling 31,893 shares for an estimated $3,194,990.
- GARY D FIELDS has made 0 purchases and 4 sales selling 30,299 shares for an estimated $3,187,509.
- STEPHEN E WAKEFIELD (Executive Vice President) has made 3 purchases buying 6,141 shares for an estimated $484,400 and 0 sales.
- CASEY KIDWELL (Chief Administration Officer) has made 0 purchases and 3 sales selling 5,225 shares for an estimated $470,250.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
$AAON Hedge Fund Activity
We have seen 189 institutional investors add shares of $AAON stock to their portfolio, and 220 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP added 2,099,385 shares (+44.3%) to their portfolio in Q4 2025, for an estimated $160,078,106
- FRANKLIN RESOURCES INC added 1,209,205 shares (+8956.4%) to their portfolio in Q4 2025, for an estimated $92,201,881
- CHAMPLAIN INVESTMENT PARTNERS, LLC removed 655,616 shares (-28.3%) from their portfolio in Q4 2025, for an estimated $49,990,720
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 646,494 shares (-75.9%) from their portfolio in Q4 2025, for an estimated $49,295,167
- CONESTOGA CAPITAL ADVISORS, LLC removed 505,776 shares (-28.5%) from their portfolio in Q1 2026, for an estimated $41,852,964
- IMPAX ASSET MANAGEMENT GROUP PLC added 487,601 shares (+53.2%) to their portfolio in Q4 2025, for an estimated $37,179,576
- CLEAN ENERGY TRANSITION LLP removed 469,308 shares (-91.4%) from their portfolio in Q4 2025, for an estimated $35,784,735
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
$AAON Price Targets
Multiple analysts have issued price targets for $AAON recently. We have seen 2 analysts offer price targets for $AAON in the last 6 months, with a median target of $119.0.
Here are some recent targets:
- Noah Kaye from Oppenheimer set a target price of $118.0 on 03/03/2026
- Brent Thielman from DA Davidson set a target price of $120.0 on 02/03/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
