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FERG

Ferguson Enterprises Inc

Feb 12 • 04:00PM ET

263.66

-3.70 -1.38 %

Industrials • Industrial Distribution • USA • NYSE

Peers: HD LOW FAST GWW WSO POOL SITE AIT BECN MSM

| Held by: VTI VO VXF VTV VOE IWR PHO VYM IWD FIW

Index	-	P/E	26.65	EPS (ttm)	9.89	Insider Own	0.20%	Shs Outstand	195.90M	Perf Week	3.50%
Market Cap	51.56B	Forward P/E	-	EPS next Y	-	Insider Trans	-6.96%	Shs Float	195.15M	Perf Month	8.46%
Enterprise Value	57.02B	PEG	-	EPS next Q	-	Inst Own	94.64%	Short Float	1.40%	Perf Quarter	3.75%
Income	1.96B	P/S	1.65	EPS this Y	-	Inst Trans	-1.61%	Short Ratio	1.91	Perf Half Y	14.70%
Sales	31.16B	P/B	8.53	EPS next Y	-	ROA	11.32%	Short Interest	2.73M	Perf YTD	18.43%
Book/sh	30.91	P/C	92.90	EPS next 5Y	-	ROE	33.40%	52W High	267.66 -1.49%	Perf Year	45.80%
Cash/sh	2.84	P/FCF	30.21	EPS past 3/5Y	-1.49% 16.86%	ROIC	16.84%	52W Low	146.00 80.59%	Perf 3Y	82.64%
Dividend Est.	-	EV/EBITDA	18.00	Sales past 3/5Y	2.50% 9.06%	Gross Margin	29.60%	Volatility	2.32% 2.23%	Perf 5Y	126.52%
Dividend TTM	3.38 (1.28%)	EV/Sales	1.83	EPS Y/Y TTM	18.72%	Oper. Margin	8.96%	ATR (14)	6.12	Perf 10Y	446.96%
Dividend Ex-Date	Jan 02, 2026	Quick Ratio	1.01	Sales Y/Y TTM	4.92%	Profit Margin	6.28%	RSI (14)	62.75	Recom	1.77
Dividend Gr. 3/5Y	6.48% 9.80%	Current Ratio	1.88	EPS Q/Q	24.18%	SMA20	3.17%	Beta	1.14	Target Price	265.14
Payout	35.63%	Debt/Eq	0.99	Sales Q/Q	5.11%	SMA50	9.05%	Rel Volume	0.80	Prev Close	267.36
Employees	35000	LT Debt/Eq	0.92	Earnings	Feb 24 BMO	SMA200	16.36%	Avg Volume	1.43M	Price	263.66
IPO	Oct 31, 2003	Option/Short	Yes / Yes	EPS/Sales Surpr.	15.64% 1.16%	Trades		Volume	1,137,900	Change	-1.38%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-12-25	Initiated	Bernstein	Outperform	$288
Oct-20-25	Initiated	Vertical Research	Buy
Jun-18-25	Initiated	Goldman	Buy	$280
Jun-05-25	Downgrade	Berenberg	Buy → Hold	$215
Apr-01-25	Initiated	Deutsche Bank	Hold	$174
Mar-17-25	Initiated	Wolfe Research	Peer Perform
Feb-03-25	Initiated	Morgan Stanley	Overweight	$204
Jan-08-25	Upgrade	BofA Securities	Underperform → Buy	$185 → $225
Jan-08-25	Downgrade	UBS	Buy → Neutral	$230 → $193
Oct-23-24	Initiated	Oppenheimer	Outperform	$234
Jan-08-24	Downgrade	Raymond James	Outperform → Mkt Perform
Jan-04-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$175 → $210
Oct-31-23	Downgrade	BofA Securities	Neutral → Underperform	$160 → $138
Oct-17-23	Initiated	Wells Fargo	Equal Weight	$175
Sep-01-23	Initiated	Raymond James	Outperform	$175
Jul-07-23	Initiated	William Blair	Outperform	$194
Jun-15-23	Resumed	Redburn	Buy
Jun-13-23	Initiated	Northcoast	Buy	$178
May-09-23	Upgrade	Jefferies	Hold → Buy	$141.20 → $181
May-04-23	Initiated	UBS	Buy	$165

Show Previous Ratings

Feb-11-26 06:45AM	Ferguson to Issue Results for the Period Ended December 31, 2025, as well as provide an Update on Market Opportunities and Strategy on February 24, 2026 (Business Wire)
Feb-10-26 12:00PM	Are You Looking for a Top Momentum Pick? Why Ferguson plc (FERG) is a Great Choice (Zacks)
06:45AM	Ferguson Enterprises Inc.: Notice of Dividend Currency Exchange Rate (Business Wire)
Feb-05-26 12:12PM	EnerSys' Q3 Earnings Beat Estimates, Decrease Year Over Year (Zacks)
Feb-04-26 09:40AM	Is Ferguson plc (FERG) Outperforming Other Industrial Products Stocks This Year? (Zacks)
09:16AM	Loading…
09:16AM	Barclays Stays Selective in Building Products as Ferguson (FERG) Heads Into Q4 (Insider Monkey)
Jan-08-26 08:32AM	Is the Options Market Predicting a Spike in Ferguson Stock? (Zacks)
Dec-26-25 04:17AM	Matan finalises full-building lease for Northlake II industrial park last phase (World Construction Network)
Dec-19-25 02:14PM	Analyst Report: Ferguson Enterprises Inc. (Morningstar Research)
Dec-17-25 08:11AM	Jefferies Has a Positive Outlook on Ferguson Enterprises (FERG) (Insider Monkey)
Dec-15-25 06:45AM	Ferguson Enterprises Inc. (Company): Director/PDMR Shareholding (Business Wire)
Dec-12-25 09:05AM	Brasada Capital Management's Views on Ferguson Plc (FERG) (Insider Monkey)
Dec-10-25 11:31AM	Analyst Report: Ferguson Enterprises Inc. (Morningstar Research)
09:26AM	Ferguson Files Form 10-Q (Business Wire)
08:12AM	Transamericas Owner Is Moving to the U.S. (The Wall Street Journal)
04:38PM	Loading…
Dec-09-25 04:38PM	Ferguson Earnings Offer Optimism on the Economy. The Stock Is Still Down. (Barrons.com) -8.05%
04:00PM	Ferguson Enterprises Inc (FERG) Q1 2026 Earnings Call Highlights: Strong Profit Growth Amid ... (GuruFocus.com)
08:35AM	Stock Market Today: Dow Wobbles Ahead Of Fed Meeting; Nvidia Rallies On Trump Comments (Live Coverage) (Investor's Business Daily)
08:08AM	Stock Market Today: Dow Edges Higher Ahead Of Fed Meeting; Nvidia Rallies On Trump Comments (Live Coverage) (Investor's Business Daily)
07:28AM	Ferguson misses profit estimates in Q1, refines full-year outlook (Investing.com)
06:45AM	Ferguson Reports Quarter Ended October 31, 2025 (Business Wire)
06:45AM	Ferguson Enterprises Inc. (Company): Director/PDMR Shareholding (Business Wire)
Dec-08-25 08:24AM	How to Approach Ferguson Stock Ahead of Its Q1 Earnings Release? (Zacks)
07:15AM	Ferguson Enterprises Inc (LSE:FERG) Q1 2026: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Dec-07-25 07:45AM	Crucial Fed decision looms as stocks fly high near records: What to watch this week (Yahoo Finance)
Dec-05-25 04:34PM	The S&P 500 Is Due to Rebalance on Friday. What Could Change. (Barrons.com)
06:45AM	Ferguson Files Form 8-K (Business Wire)
Dec-04-25 09:51PM	Ferguson Enterprises Inc. (FERG): A Bull Case Theory (Insider Monkey)
10:39AM	Ply Raises $8.5M in Strategic Funding Led by Ferguson to Advance Automated Inventory Replenishment (Business Wire)
Nov-28-25 11:21AM	IDEX Stock Exhibits Strong Prospects Despite Persisting Headwinds (Zacks)
10:54AM	Loading…
Nov-25-25 10:54AM	GE Aerospace to Pump in $53M to Upgrade West Jefferson Facility (Zacks)
Nov-21-25 10:31AM	Illinois Tool Gains From Business Strength Amid Persisting Headwinds (Zacks)
Nov-20-25 01:17PM	Cimpress Exhibits Strong Prospects Despite Persisting Headwinds (Zacks)
06:45AM	Ferguson to Issue Results for the Quarter Ended October 31, 2025 And Host Conference Call on December 9, 2025 (Business Wire)
Nov-18-25 09:40AM	Has Ferguson plc (FERG) Outpaced Other Industrial Products Stocks This Year? (Zacks)
Nov-17-25 06:45AM	Ferguson Enterprises Inc. (Company): Director/PDMR Shareholding (Business Wire)
Oct-28-25 02:21PM	Analyst Report: Ferguson Enterprises Inc. (Morningstar Research)
Oct-22-25 10:54AM	Ferguson vs. Flowserve: Which Industrial Stock Has Greater Upside? (Zacks)
Oct-20-25 06:45AM	Ferguson Enterprises Inc.: Notice of Dividend Currency Exchange Rate (Business Wire)
Oct-17-25 06:45AM	Ferguson Enterprises Inc. (Company): Director/PDMR Shareholding (Business Wire)
Oct-15-25 11:52AM	Will Ferguson's Cost Control Measures Drive Margin Expansion? (Zacks)
07:30AM	Ferguson Files Definitive Proxy Materials and Annual Report (Business Wire)
Oct-10-25 10:03AM	Ferguson Surges 42.6% in Six Months: Buy or Hold the Stock? (Zacks)
Oct-07-25 11:21AM	Ferguson's U.S. Sales Jump 7% in Q4: What's Powering Its Growth? (Zacks)
Sep-28-25 07:45PM	Ferguson Enterprises Inc. (FERG): A Bull Case Theory (Insider Monkey)
Sep-23-25 06:45AM	Ferguson Files Form 8-K and Final Prospectus Supplement (Business Wire)
Sep-20-25 12:44AM	Jim Cramer Highlights Ferguson's Big Top and Bottom Line Beat (Insider Monkey)
Sep-18-25 04:29PM	Ferguson Prices $750 Million of Senior Unsecured Notes (Business Wire)
Sep-17-25 10:59AM	Ferguson (FERG) Jumps 7.9% After Earnings Blowout, New Corporate Update (Insider Monkey)
Sep-16-25 06:16PM	Analyst Report: Ferguson Enterprises Inc. (Morningstar Research) +7.93%
04:36PM	Why Ferguson Enterprises Stock Jumped Nearly 10% Today (Motley Fool)
10:22AM	Ferguson Forecasts Rising Margins As CEO Stresses Investment In Growth Areas (Benzinga)
08:39AM	Stock Market Today: Dow Wavers On Surprise Retail Sales; Dave & Busters Plunges On Earnings (Live Coverage) (Investor's Business Daily)
07:45AM	Ferguson Enterprises Stock Surges. It Was Another Good Quarter for Plumbing. (Barrons.com)
06:45AM	Ferguson Reports Fourth Quarter and Year End Results (Business Wire)
Sep-14-25 08:10AM	Fed's rate decision looms as markets hover near records: What to watch this week (Yahoo Finance)
Sep-12-25 09:55AM	Ferguson plc (FERG) Forms 'Hammer Chart Pattern': Time for Bottom Fishing? (Zacks) -6.25%
09:51AM	FedEx Headlines Earnings Calendar As Fed Rate Decision Looms; Olive Garden Parent Nears Buy Point (Investor's Business Daily)
Sep-11-25 04:15PM	Ferguson Declares Dividend (Business Wire)
09:40AM	Are Industrial Products Stocks Lagging Ferguson plc (FERG) This Year? (Zacks)
Sep-02-25 06:45AM	Ferguson to Issue Fourth Quarter and Year End Results and Host Conference Call on September 16, 2025 (Business Wire)
Aug-29-25 08:09AM	Ferguson Enterprises (FERG) Surged Due to Improved Market Sentiment (Insider Monkey)
Aug-27-25 06:15PM	From yachts to European trips: Inside Chasen Constructions lavish spending (Baltimore Sun)
06:15PM	From yachts to Europe: Inside Chasen Constructions lavish spending (Baltimore Sun)
Aug-19-25 10:10AM	Trout Capital Advisors Advises on Sale of HPS Specialties to Ferguson Enterprises (PR Newswire)
Aug-12-25 06:45AM	Ferguson Enterprises Inc. (Company): Director/PDMR Shareholding (Business Wire)
Aug-07-25 08:44AM	Here's What Lifted Ferguson Enterprises (FERG) in Q2 (Insider Monkey)
Aug-05-25 06:45AM	Ferguson closes the fiscal year with nine acquisitions (Business Wire)
Jul-30-25 06:24PM	Robinhood or AppLovin Could Join S&P 500 if Paramount Is Dumped (Barrons.com)
Jul-23-25 06:20AM	Should You Invest in the First Trust Water ETF (FIW)? (Zacks)
Jul-22-25 07:07AM	Do You Think Ferguson Enterprises' (FERG) Growth Will Return to Its Historical Cadence? (Insider Monkey)
Jul-21-25 01:45PM	Ferguson Enterprises Stock Pops To An All-Time High, Triggering A Rating Upgrade (Investor's Business Daily)
Jul-17-25 06:45AM	Ferguson Enterprises Inc.: Notice of Dividend Currency Exchange Rate (Business Wire)
Jul-15-25 09:40AM	Is Ferguson plc (FERG) Stock Outpacing Its Industrial Products Peers This Year? (Zacks)
Jul-10-25 10:16AM	Applied Industrial Gains From Business Strength Amid Headwinds (Zacks)
Jul-09-25 10:46AM	Here's Why Investors Should Consider Buying Zebra Technologies Now (Zacks)
Jul-02-25 09:38AM	Ingersoll Rand Acquires TMIC/Adicomp, Strengthens Product Offerings (Zacks)
Jun-30-25 10:39AM	Nordson Stock Exhibits Strong Prospects Despite Persisting Headwinds (Zacks)
Jun-27-25 11:15PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Jun-26-25 09:40AM	Are Industrial Products Stocks Lagging Brambles (BXBLY) This Year? (Zacks)
Jun-25-25 12:00PM	Ferguson plc (FERG) is a Great Momentum Stock: Should You Buy? (Zacks)
Jun-24-25 03:44AM	Zacks Industry Outlook Highlights Ferguson Enterprises, Crane, DXP Enterprises and Helios (Zacks)
Jun-23-25 09:40AM	4 Industrial Manufacturing Stocks to Gain on Promising Industry Trends (Zacks)
07:48AM	4 Stock Market Winners Now With Relative Price Strength (Zacks)
Jun-17-25 11:24AM	Wells Fargo Maintains a Buy on Ferguson Enterprises (FERG) With a $230 PT (Insider Monkey)
Jun-13-25 10:48AM	Parker-Hannifin Exhibits Strong Prospects Despite Persisting Headwinds (Zacks)
Jun-12-25 10:35AM	Applied Industrial Exhibits Strong Prospects Amid Persisting Headwinds (Zacks)
Jun-10-25 09:40AM	Is Broadwind Energy (BWEN) Outperforming Other Industrial Products Stocks This Year? (Zacks)
06:45AM	Ferguson Debuts on 2025 Fortune 500 List (Business Wire)
Jun-06-25 08:38AM	Best Income Stock to Buy for June 6th (Zacks)
08:20AM	Best Momentum Stock to Buy for June 6th (Zacks)
05:07AM	New Strong Buy Stocks for June 6th (Zacks)
Jun-05-25 08:45AM	Ferguson price target raised to $240 from $200 at Truist (TipRanks)
05:08AM	Wise Plans to Shift Main Listing to US in Latest London Loss (Bloomberg)
Jun-04-25 07:26AM	Why Ferguson Enterprises Inc. (FERG) Skyrocketed On Tuesday (Insider Monkey)
06:45AM	Ferguson Files Form 10-Q (Business Wire)
Jun-03-25 06:40PM	Analyst Report: Ferguson Enterprises Inc. (Morningstar Research) +17.23%
02:18PM	Ford sales jump, Ferguson Q3 beat, CrowdStrike record high (Yahoo Finance Video)
09:23AM	Ferguson Stock Is Rising. Strong Earnings Growth Makes Plumbing Exciting. (Barrons.com)
06:45AM	Ferguson Reports Third Quarter Results (Business Wire)

Ferguson Enterprises, Inc. engages in the supply of plumbing and heating products to professional contractors and consumers, repair, maintenance and improvement, and new construction markets through its subsidiaries. It operates through the United States and Canada geographical segments. The company was founded in 1953 and is headquartered in Newport News, VA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
JACOBS MICHAEL	Former Officer	Oct 20 '25	Proposed Sale	241.00	1,971	475,011		Oct 20 12:26 PM
Graham Ian T.	See Remarks	Oct 15 '25	Sale	239.33	606	145,032	7,714	Oct 17 01:25 PM
Winckler Richard	Chief Accounting Officer	Oct 16 '25	Sale	241.79	83	20,069	1,592	Oct 17 01:25 PM
Winckler Richard	Officer	Oct 16 '25	Proposed Sale	241.80	83	20,069		Oct 16 10:53 AM
Stirrup Allison	Chief Human Resources Officer	Oct 13 '25	Option Exercise	0.00	563	0	6,767	Oct 15 01:19 PM
Stirrup Allison	Chief Human Resources Officer	Oct 13 '25	Sale	234.23	969	226,969	5,058	Oct 15 01:19 PM
Winckler Richard	Chief Accounting Officer	Oct 13 '25	Option Exercise	0.00	622	0	3,343	Oct 15 11:15 AM
Winckler Richard	Chief Accounting Officer	Oct 14 '25	Sale	232.70	1,034	240,612	1,458	Oct 15 11:15 AM
Murphy Kevin Michael	See Remarks	Oct 13 '25	Sale	234.13	8,800	2,060,349	159,931	Oct 15 11:14 AM
Schlicher Jake	SVP of Strategic Development	Oct 13 '25	Option Exercise	0.00	2,166	0	17,563	Oct 15 11:14 AM
Schlicher Jake	SVP of Strategic Development	Oct 13 '25	Sale	233.52	3,000	700,549	11,651	Oct 15 11:14 AM
Graham Ian T.	See Remarks	Oct 13 '25	Option Exercise	0.00	2,674	0	15,878	Oct 15 11:14 AM
Graham Ian T.	See Remarks	Oct 13 '25	Sale	233.22	4,864	1,134,382	7,769	Oct 15 11:14 AM
Camposano Robert Anthony Jr.	Senior VP - Waterworks	Oct 13 '25	Option Exercise	0.00	870	0	10,895	Oct 15 11:13 AM
Camposano Robert Anthony Jr.	Senior VP - Waterworks	Oct 13 '25	Sale	233.23	1,600	373,174	8,255	Oct 15 11:13 AM
Thees William T. Jr	Senior Vice President	Oct 13 '25	Option Exercise	0.00	2,735	0	35,680	Oct 15 11:13 AM
Thees William T. Jr	Senior Vice President	Oct 13 '25	Sale	234.55	2,308	541,341	29,694	Oct 15 11:13 AM
Brundage William	Chief Financial Officer	Oct 13 '25	Sale	233.32	3,000	699,969	52,631	Oct 15 11:12 AM
Paisley James A.	See Remarks	Oct 13 '25	Option Exercise	0.00	1,999	0	7,899	Oct 15 11:12 AM
Paisley James A.	See Remarks	Oct 14 '25	Sale	236.97	3,000	710,906	2,211	Oct 15 11:12 AM
Graham Ian T.	Officer	Oct 15 '25	Proposed Sale	238.90	607	145,013		Oct 15 10:30 AM
Paisley James A.	Officer	Oct 14 '25	Proposed Sale	236.97	3,000	710,906		Oct 14 11:24 AM
Winckler Richard	Officer	Oct 14 '25	Proposed Sale	232.70	1,034	240,612		Oct 14 10:20 AM
Stirrup Allison	Officer	Oct 13 '25	Proposed Sale	234.22	821	192,296		Oct 14 08:21 AM
Stirrup Allison	Member of immediate family of	Oct 13 '25	Proposed Sale	234.26	148	34,671		Oct 14 08:14 AM
Thees William T. Jr	Officer	Oct 13 '25	Proposed Sale	234.55	2,308	541,342		Oct 14 08:06 AM
Camposano Robert Anthony Jr.	Officer	Oct 13 '25	Proposed Sale	233.21	1,600	373,128		Oct 14 07:54 AM
Murphy Kevin Michael	Officer	Oct 13 '25	Proposed Sale	234.13	8,800	2,060,349		Oct 14 07:54 AM
Graham Ian T.	Officer	Oct 13 '25	Proposed Sale	233.22	4,864	1,134,383		Oct 14 07:50 AM
Brundage William	Officer	Oct 13 '25	Proposed Sale	233.32	3,000	699,969		Oct 14 07:36 AM
Schlicher Jake	Officer	Oct 13 '25	Proposed Sale	233.52	3,000	700,549		Oct 14 07:12 AM

Open in Screener

WSO

Watsco Inc

Feb 12 • 04:00PM ET

415.07

-12.51 -2.93 %

Industrials • Industrial Distribution • USA • NYSE

Peers: JCI LII AOS CARR EMR AAON TWIN SWK CSL GTLS

| Held by: IJH SCHD VTI VB VBK VXF DVY MDY IJJ SPMD

Index	-	P/E	32.38	EPS (ttm)	12.82	Insider Own	14.23%	Shs Outstand	40.56M	Perf Week	2.25%
Market Cap	16.83B	Forward P/E	31.90	EPS next Y	13.01	Insider Trans	0.00%	Shs Float	34.79M	Perf Month	10.82%
Enterprise Value	17.25B	PEG	16.53	EPS next Q	1.88	Inst Own	95.63%	Short Float	9.97%	Perf Quarter	17.42%
Income	485.36M	P/S	2.27	EPS this Y	-7.40%	Inst Trans	9.81%	Short Ratio	8.28	Perf Half Y	-4.05%
Sales	7.41B	P/B	5.38	EPS next Y	5.66%	ROA	10.70%	Short Interest	3.47M	Perf YTD	23.18%
Book/sh	77.18	P/C	32.11	EPS next 5Y	1.93%	ROE	17.61%	52W High	535.40 -22.47%	Perf Year	-11.82%
Cash/sh	12.93	P/FCF	32.53	EPS past 3/5Y	7.27% 15.38%	ROIC	15.38%	52W Low	323.05 28.48%	Perf 3Y	40.97%
Dividend Est.	11.47 (2.76%)	EV/EBITDA	22.39	Sales past 3/5Y	6.65% 9.81%	Gross Margin	27.34%	Volatility	3.15% 2.95%	Perf 5Y	67.26%
Dividend TTM	12.00 (2.89%)	EV/Sales	2.33	EPS Y/Y TTM	-0.17%	Oper. Margin	9.81%	ATR (14)	12.49	Perf 10Y	234.14%
Dividend Ex-Date	Jan 16, 2026	Quick Ratio	1.86	Sales Y/Y TTM	-0.71%	Profit Margin	6.55%	RSI (14)	64.80	Recom	2.94
Dividend Gr. 3/5Y	11.46% 11.03%	Current Ratio	3.84	EPS Q/Q	-5.81%	SMA20	4.83%	Beta	1.03	Target Price	389.50
Payout	81.20%	Debt/Eq	0.16	Sales Q/Q	-4.31%	SMA50	12.34%	Rel Volume	0.74	Prev Close	427.58
Employees	7295	LT Debt/Eq	0.12	Earnings	Feb 17 BMO	SMA200	2.64%	Avg Volume	418.56K	Price	415.07
IPO	Apr 10, 1968	Option/Short	Yes / Yes	EPS/Sales Surpr.	-5.73% -3.29%	Trades		Volume	308,688	Change	-2.93%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-05-26	Resumed	UBS	Neutral	$370
Oct-15-25	Downgrade	William Blair	Outperform → Mkt Perform
Apr-14-25	Initiated	Morgan Stanley	Equal-Weight	$515
Jan-17-25	Initiated	Raymond James	Mkt Perform
Nov-22-24	Initiated	Northcoast	Neutral
Dec-08-23	Upgrade	Deutsche Bank	Hold → Buy	$387 → $500
Jul-25-23	Initiated	Mizuho	Neutral	$360
Jul-10-23	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Jan-10-23	Initiated	UBS	Neutral	$280
Aug-18-22	Initiated	Deutsche Bank	Hold	$311
Jul-14-22	Upgrade	Robert W. Baird	Neutral → Outperform	$350 → $313
Jun-16-22	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$228 → $207
Feb-14-22	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$320
Aug-03-21	Initiated	Loop Capital	Hold	$300
Jul-23-21	Upgrade	Stephens	Equal-Weight → Overweight	$300 → $350
Jul-12-21	Downgrade	Wolfe Research	Peer Perform → Underperform	$309 → $304
May-19-21	Initiated	Wolfe Research	Peer Perform
Mar-01-21	Upgrade	JP Morgan	Underweight → Neutral	$185 → $218
Jan-04-21	Upgrade	Vertical Research	Sell → Hold
Oct-16-20	Resumed	Stephens	Equal-Weight	$240

Show Previous Ratings

Feb-11-26 09:15AM	Stay Ahead of the Game With Watsco (WSO) Q4 Earnings: Wall Street's Insights on Key Metrics (Zacks)
Feb-10-26 10:00AM	Analysts Estimate Watsco (WSO) to Report a Decline in Earnings: What to Look Out for (Zacks)
08:05AM	Trimble Navigation (TRMB) Q4 Earnings and Revenues Top Estimates (Zacks)
Feb-06-26 07:35AM	Graham (GHM) Q3 Earnings and Revenues Beat Estimates (Zacks)
Feb-04-26 05:25PM	Mueller Water Products (MWA) Beats Q1 Earnings and Revenue Estimates (Zacks)
11:04PM	Loading…
Feb-02-26 11:04PM	3 Reasons to Sell WSO and 1 Stock to Buy Instead (StockStory)
08:27AM	Giverny Capital Asset Management's Investment Thesis for Watsco (WSO) (Insider Monkey)
Jan-30-26 04:00PM	Watsco Schedules Conference Call to Review 2025 Fourth Quarter Performance and Annual Results (GlobeNewswire)
Jan-28-26 07:20AM	Otis Worldwide (OTIS) Q4 Earnings Match Estimates (Zacks)
Jan-27-26 07:40AM	Applied Industrial Technologies (AIT) Tops Q2 Earnings Estimates (Zacks)
Jan-06-26 08:40AM	Watsco resumed with a Neutral at UBS (TipRanks)
Jan-05-26 09:49AM	PayPal downgraded, Costco upgraded: Wall Street's top analyst calls (The Fly)
Jan-02-26 01:46PM	Why Watsco (WSO) Stock Is Up Today (StockStory)
07:30AM	Watsco Declares $3.00 Quarterly Dividend (GlobeNewswire)
Dec-26-25 08:23AM	Can Mechanical & Electrical Strength Support Comfort Systems in 2026? (Zacks)
07:10AM	Loading…
Dec-24-25 07:10AM	Watsco (WSO) Reported Mixed Performance in Q3 (Insider Monkey)
Dec-19-25 10:23AM	Does Comfort Systems' Cash Strength Reinforce Financial Stability? (Zacks)
Dec-18-25 10:35PM	Reflecting On Industrial Distributors Stocks' Q3 Earnings: Watsco (NYSE:WSO) (StockStory)
Dec-12-25 10:24AM	Is Comfort Systems Positioned for Long-Term Pharma Project Demand? (Zacks)
Nov-28-25 11:30AM	Why Is Watsco (WSO) Down 3.6% Since Last Earnings Report? (Zacks)
Nov-17-25 01:24PM	UBS Trims Watsco (WSO) Price Target as Q3 Results Show Mixed Performance (Insider Monkey)
Nov-13-25 11:39PM	3 Industrials Stocks That Fall Short (StockStory)
Nov-10-25 09:15AM	Don't Overlook Watsco (WSO) International Revenue Trends While Assessing the Stock (Zacks)
Nov-06-25 11:49PM	3 Profitable Stocks We Keep Off Our Radar (StockStory)
Nov-05-25 12:38AM	Watsco's Q3 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Oct-31-25 08:32AM	Are Options Traders Betting on a Big Move in Watsco Stock? (Zacks)
Oct-30-25 03:49PM	Watsco Inc (WSO) Q3 2025 Earnings Call Highlights: Navigating Sales Decline with Record Cash ... (GuruFocus.com)
01:41AM	WSO Q3 Deep Dive: Product Transition and Technology Investments Shape Results (StockStory)
Oct-29-25 09:30AM	Compared to Estimates, Watsco (WSO) Q3 Earnings: A Look at Key Metrics (Zacks)
08:40AM	Watsco (WSO) Misses Q3 Earnings and Revenue Estimates (Zacks)
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08:21AM	Watsco (NYSE:WSO) Misses Q3 Sales Expectations (StockStory)
07:44AM	Watsco: Q3 Earnings Snapshot (Associated Press Finance)
07:30AM	Watsco Reports Record Third Quarter Gross Profit, Gross Margin and Operating Cash Flow in Challenging Market Conditions (GlobeNewswire)
Oct-27-25 11:14PM	What To Expect From Watsco's (WSO) Q3 Earnings (StockStory)
Oct-23-25 05:20PM	Comfort Systems (FIX) Q3 Earnings and Revenues Beat Estimates (Zacks)
10:00AM	Analysts Estimate Fortune Brands Innovations (FBIN) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-22-25 10:00AM	Earnings Preview: Watsco (WSO) Q3 Earnings Expected to Decline (Zacks) -7.05%
Oct-17-25 03:36PM	Analyst Report: Watsco, Inc. (Morningstar Research)
Oct-16-25 07:30AM	Watsco to Host Investor Day to Showcase Transformational Technologies and New Strategies that Enhance Long-Term Growth and Profitability (GlobeNewswire)
12:35AM	1 Mid-Cap Stock Worth Your Attention and 2 That Underwhelm (StockStory)
Oct-15-25 10:57AM	Will Strong Backlog and Bookings Drive Comfort Systems' Growth Ahead? (Zacks)
Oct-14-25 12:03AM	3 Reasons WSO is Risky and 1 Stock to Buy Instead (StockStory)
Oct-13-25 07:30AM	Watsco Schedules Third Quarter Earnings Call on October 29, 2025 (GlobeNewswire)
Oct-11-25 03:06AM	The Smartest Dividend Stocks to Buy With $10,000 Right Now (Motley Fool)
Oct-10-25 08:03AM	Can Modular Expansion Drive Comfort Systems' Next Growth Phase? (Zacks)
Oct-02-25 03:26AM	2 High-Yield Dividend Growth Stocks to Buy in October and Hold for a Decade or Longer (Motley Fool)
Oct-01-25 03:33PM	Analyst Report: Watsco, Inc. (Morningstar Research)
07:30AM	Watsco Declares $3.00 Quarterly Dividend (GlobeNewswire)
Sep-15-25 11:35PM	Spotting Winners: Watsco (NYSE:WSO) And Infrastructure Distributors Stocks In Q2 (StockStory)
Sep-12-25 02:25PM	Why Watsco (WSO) Stock Is Trading Lower Today (StockStory)
Sep-11-25 07:30AM	Watsco to Present at the 13th Annual Morgan Stanley Laguna Conference on September 11, 2025 at 4:50 p.m. PDT (GlobeNewswire)
Sep-10-25 11:39AM	FIX Stock Soars 119% in 6 Months: Is It Still Worth Buying? (Zacks)
Sep-07-25 06:45AM	3 Beaten-Down High-Yield Dividend Stocks to Double Up on and Buy in September (Motley Fool)
Sep-03-25 07:14PM	Analyst Report: Watsco, Inc. (Morningstar Research)
Aug-29-25 11:30AM	Watsco (WSO) Down 10.9% Since Last Earnings Report: Can It Rebound? (Zacks)
Aug-12-25 11:22PM	5 Must-Read Analyst Questions From Watsco's Q2 Earnings Call (StockStory)
11:10PM	WSO Q2 Deep Dive: Product Transition and Pricing Initiatives Dominate Results (StockStory)
Aug-11-25 09:15AM	Unlocking Watsco (WSO) International Revenues: Trends, Surprises, and Prospects (Zacks)
Jul-31-25 11:19AM	Analyst Report: Watsco, Inc. (Morningstar Research)
03:21AM	Watsco Inc (WSO) Q2 2025 Earnings Call Highlights: Navigating Sales Decline with Record Margins ... (GuruFocus.com)
Jul-30-25 03:40PM	Why Watsco (WSO) Shares Are Sliding Today (StockStory)
08:40AM	Watsco (WSO) Q2 Earnings and Revenues Miss Estimates (Zacks)
08:34AM	Watsco (NYSE:WSO) Reports Sales Below Analyst Estimates In Q2 Earnings (StockStory)
07:39AM	Watsco: Q2 Earnings Snapshot (Associated Press Finance)
07:30AM	Watsco Reports Second Quarter 2025 Results and Provides Update on Innovation & Strategic Technology Initiatives (GlobeNewswire)
Jul-29-25 01:00PM	Watsco to Report Q2 Earnings: What to Expect in This Season? (Zacks)
Jul-28-25 11:10PM	Watsco Earnings: What To Look For From WSO (StockStory)
07:59AM	Here's Why Watsco (WSO) Sold Off in Q2 (Insider Monkey)
Jul-25-25 08:46AM	Watsco: A Durable Compounder in America's Heating and Cooling Backbone (GuruFocus.com)
Jul-23-25 12:03PM	Comfort Systems to Report Q2 Earnings: Buy, Sell or Hold the Stock? (Zacks)
10:00AM	Watsco (WSO) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-18-25 09:44AM	Watsco Schedules Second Quarter Earnings Call on July 30, 2025 (GlobeNewswire)
Jul-14-25 11:32PM	Infrastructure Distributors Stocks Q1 Recap: Benchmarking Watsco (NYSE:WSO) (StockStory)
Jul-12-25 07:45AM	3 Beaten-Down Dividend Stocks for Patient Investors to Buy in July and Hold for Years to Come (Motley Fool)
Jul-09-25 08:05PM	Analyst Report: Watsco, Inc. (Morningstar Research)
Jul-07-25 10:09AM	FIX Stock Trades Near 52-Week High: Should You Chase the Rally? (Zacks)
Jul-01-25 08:34AM	Here's Why Qualivian Investment Partner Added Watsco (WSO) to Its Portfolio (Insider Monkey)
07:30AM	Watsco Declares $3.00 Quarterly Dividend (GlobeNewswire)
Jun-27-25 11:15PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Jun-20-25 02:23AM	5 Must-Read Analyst Questions From Watsco's Q1 Earnings Call (StockStory)
Jun-12-25 10:42AM	Comfort Systems Stock Rises 52% in 3 Months: Still a Buy? (Zacks)
Jun-02-25 07:12PM	Analyst Report: Watsco, Inc. (Morningstar Research)
May-23-25 11:31AM	Why Is Watsco (WSO) Up 0.7% Since Last Earnings Report? (Zacks)
May-20-25 12:02AM	3 Reasons to Avoid WSO and 1 Stock to Buy Instead (StockStory)
May-14-25 06:20AM	Should iShares Core S&P Mid-Cap ETF (IJH) Be on Your Investing Radar? (Zacks)
04:24AM	Watsco, Inc. (WSO): Among Benjamin Graham Stocks for Defensive Investors (Insider Monkey)
May-05-25 07:30AM	Watsco Acquires Southern Ice Equipment Distributors (GlobeNewswire)
May-03-25 10:39PM	Top 50 High-Quality Dividend Stocks For May 2025 (Seeking Alpha)
03:00AM	SCHD Alternative Strategy: Outperforming The S&P 500 And SCHD In 2025 (Seeking Alpha)
May-02-25 12:36AM	3 Cash-Producing Stocks That Concern Us (StockStory)
Apr-30-25 07:59PM	Is Watsco, Inc. (WSO) the Best Buy-the-Dip Stock to Buy Now? (Insider Monkey)
11:30AM	The Davenport Balanced Fund Q1 2025 Commentary (Seeking Alpha)
10:30AM	The Davenport Value & Income Fund Q1 2025 Commentary (Seeking Alpha)
Apr-28-25 09:59AM	Does Watsco (WSO) have a Long Runway for Growth? (Insider Monkey)
Apr-27-25 01:10PM	3 Mid-Cap Stocks in the Doghouse (StockStory)
Apr-26-25 01:53AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 27 (Seeking Alpha)
Apr-24-25 10:21AM	Analyst Report: Watsco, Inc. (Morningstar Research)
06:57AM	Watsco's Q1 Earnings & Revenues Miss Estimates, Stock Sinks 11% (Zacks)
Apr-23-25 04:07PM	Analyst Report: Watsco, Inc. (Morningstar Research) -11.28%
01:38PM	Why Watsco (WSO) Stock Is Falling Today (StockStory)

Watsco, Inc. engages in the distribution of air conditioning, heating and refrigeration equipment, and related parts and supplies. Its products include residential central air conditioners, gas, electric & oil furnaces, commercial air conditioning and heating equipment, and other specialized equipment and parts, including replacement compressors, evaporator coils, motors and other component parts and supplies, including thermostats, insulation material, refrigerants, ductwork, grills, registers, sheet metal, tools, copper tubing, concrete pads, tape, adhesives, and other ancillary supplies. The company was founded by William Wagner in 1956 and is headquartered in Miami, FL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lopez-Blazquez Ana	Director	Dec 12 '25	Option Exercise	250.84	1,000	250,840	0	Dec 16 04:12 PM
Custer John Michael	Director	Jun 10 '25	Sale	448.27	2,200	986,194	3,552	Jun 12 04:19 PM
Dickins Denise	Director	May 12 '25	Option Exercise	175.07	4,500	787,815	0	May 13 04:12 PM
ALVAREZ CESAR L	Director	Mar 05 '25	Option Exercise	175.07	2,500	437,675	400	Mar 07 04:21 PM
ALVAREZ CESAR L	Director	Mar 05 '25	Sale	499.65	2,100	1,049,264	0	Mar 07 04:21 PM
CESAR L. ALVAREZ	Director	Mar 05 '25	Proposed Sale	499.65	2,100	1,049,264		Mar 05 04:04 PM

FERG

Ferguson Enterprises Inc

WSO

Watsco Inc

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