Open in Screener

FERG

Ferguson Enterprises Inc

Oct 15 • 04:00PM ET

241.33

+0.91 0.38 %

Industrials • Industrial Distribution • USA • NYSE

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

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

Index	-	P/E	25.87	EPS (ttm)	9.33	Insider Own	0.18%	Shs Outstand	196.58M	Perf Week	2.75%
Market Cap	47.34B	Forward P/E	-	EPS next Y	-	Insider Trans	-7.49%	Shs Float	195.79M	Perf Month	4.23%
Enterprise Value	52.63B	PEG	-	EPS next Q	-	Inst Own	95.74%	Short Float	0.82%	Perf Quarter	10.28%
Income	1.86B	P/S	1.54	EPS this Y	-	Inst Trans	0.59%	Short Ratio	0.97	Perf Half Y	45.58%
Sales	30.76B	P/B	8.13	EPS next Y	-	ROA	10.82%	Short Interest	1.60M	Perf YTD	39.04%
Book/sh	29.67	P/C	70.23	EPS next 5Y	-	ROE	32.42%	52W High	243.40 -0.85%	Perf Year	21.46%
Cash/sh	3.44	P/FCF	28.47	EPS past 3/5Y	-1.49% 16.86%	ROIC	16.95%	52W Low	146.00 65.29%	Perf 3Y	118.40%
Dividend Est.	-	EV/EBITDA	17.20	Sales past 3/5Y	2.50% 9.06%	Gross Margin	29.46%	Volatility	2.49% 2.10%	Perf 5Y	165.78%
Dividend TTM	3.32 (1.38%)	EV/Sales	1.71	EPS Y/Y TTM	9.26%	Oper. Margin	8.73%	ATR (14)	5.46	Perf 10Y	-
Dividend Ex-Date	Sep 26, 2025	Quick Ratio	0.94	Sales Y/Y TTM	3.80%	Profit Margin	6.03%	RSI (14)	62.61	Recom	1.86
Dividend Gr. 3/5Y	6.48% 9.80%	Current Ratio	1.68	EPS Q/Q	59.14%	SMA20	4.37%	Beta	1.09	Target Price	257.46
Payout	35.63%	Debt/Eq	1.02	Sales Q/Q	6.93%	SMA50	5.00%	Rel Volume	1.33	Prev Close	240.42
Employees	35000	LT Debt/Eq	0.88	Earnings	Sep 16 BMO	SMA200	22.50%	Avg Volume	1.64M	Price	241.33
IPO	Oct 31, 2003	Option/Short	Yes / Yes	EPS/Sales Surpr.	15.64% 1.16%	Trades		Volume	2,182,385	Change	0.38%

Date	Action	Analyst	Rating Change	Price Target Change
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
Mar-20-23	Initiated	JP Morgan	Overweight	$150
Mar-13-23	Resumed	Societe Generale	Hold

Show Previous Ratings

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)
06:45AM	Loading…
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)
08:10AM	Loading…
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)
07:07AM	Loading…
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)
04:50AM	CrowdStrike results head earnings slate (MarketWatch)
04:09AM	Stock Market Today: Dow, S&P 500 and Nasdaq eye lower open as tariff fears linger and Treasury yields dip ahead of job market data (MarketWatch)
Jun-02-25 09:15AM	Earnings To Watch: Ferguson Enterprises Inc (FERG) Reports Q3 2025 Result (GuruFocus.com)
May-30-25 02:00AM	Ferguson Declares Dividend (Business Wire)
May-29-25 04:15PM	Ferguson Declares Dividend (Business Wire)
May-28-25 06:20AM	Is Invesco Water Resources ETF (PHO) a Strong ETF Right Now? (Zacks)
May-22-25 06:20AM	Should You Invest in the First Trust Water ETF (FIW)? (Zacks)
May-20-25 06:45AM	Ferguson to Issue Third Quarter Results And Host Conference Call on June 3, 2025 (Business Wire)
May-19-25 06:20AM	Should You Invest in the Invesco Water Resources ETF (PHO)? (Zacks)
May-16-25 06:45AM	Ferguson Files Form SD (Business Wire)
May-09-25 06:45AM	Ferguson Enterprises Inc. (Company): Director/PDMR Shareholding (Business Wire)
Apr-29-25 09:30PM	Franklin Mutual Beacon Fund Q1 2025 Commentary (Seeking Alpha)
Apr-28-25 11:25PM	Franklin Mutual Shares Fund Q1 2025 Commentary (Seeking Alpha)
Apr-25-25 04:52PM	Ferguson Enterprises Inc. (FERG): Among Billionaire Nelson Peltz's Stock Picks with Highest Upside Potential (Insider Monkey)
09:11AM	Madison Large Cap Fund Added Ferguson Enterprises (FERG) to its Portfolio On a Dip (Insider Monkey)
Apr-23-25 06:11PM	Jim Cramer Backs Ferguson (FERG): "I Like Ferguson a Lot, It's in Good Shape" (Insider Monkey)
Apr-22-25 08:38AM	Are Options Traders Betting on a Big Move in Ferguson Stock? (Zacks)
Apr-20-25 02:00AM	Merion Road Capital Q1 2025 Investor Letter (Seeking Alpha)
Apr-16-25 06:45AM	Ferguson Announces Two Acquisitions (Business Wire)
Apr-14-25 06:45AM	Ferguson Enterprises Inc.: Notice of Dividend Currency Exchange Rate (Business Wire)
Apr-10-25 09:40AM	Helios Technologies (HLIO) Soars 11.4%: Is Further Upside Left in the Stock? (Zacks)
Apr-08-25 06:45AM	Ferguson Enterprises Inc. (Company): Director/PDMR Shareholding (Business Wire)
Apr-04-25 06:45AM	Ferguson Files Form 8-K (Business Wire)
Apr-03-25 03:01PM	TCW Transform Supply Chain ETF Q4 2024 Commentary (Seeking Alpha)
Apr-02-25 08:56AM	Trex, Griffon among top picks as Deutsche covers building products (TipRanks)
Mar-21-25 02:30PM	Ferguson: Residential Segment Weakness Outweighs Strength In HVAC And Waterworks (SeekingAlpha)
Mar-17-25 10:00AM	Wolseley Canada Announces Laureen Cushing as VP, Human Resources (GlobeNewswire)
Mar-12-25 06:45AM	Ferguson Files Form 10-Q (Business Wire)
Mar-11-25 07:38PM	Analyst Report: Ferguson Enterprises Inc. (Morningstar Research) -5.18%
06:45AM	Ferguson Reports Second Quarter Results (Business Wire)
Feb-27-25 11:14AM	Ferguson Bath, Kitchen & Lighting Gallery and Build.com now Ferguson Home (PR Newswire)
Feb-25-25 06:45AM	Ferguson to Issue Second Quarter Results And Host Conference Call on March 11, 2025 (Business Wire)
Feb-13-25 07:15AM	PERENfra announces Perennial Infrastructure Fund I (PR Newswire)
Jan-24-25 08:48AM	Implied Volatility Surging for Ferguson (FERG) Stock Options (Zacks)
Jan-16-25 06:45AM	Ferguson Enterprises Inc.: Notice of Dividend Currency Exchange Rate (Business Wire)
Jan-14-25 09:00AM	WINT and Ferguson announce strategic collaboration to elevate water management and leak mitigation for real estate and construction (PR Newswire)
Jan-13-25 06:45AM	Ferguson Files Form 8-K (Business Wire)
Jan-08-25 06:45AM	Ferguson Enterprises Inc. (Company): Director/PDMR Shareholding (Business Wire)
Jan-07-25 07:56AM	Ferguson price target lowered to $189 from $221 at Citi (TipRanks)
Dec-20-24 06:45AM	Ferguson Enterprises Inc. (Company): Director/PDMR Shareholding (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
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
Morrissey Victoria	Chief Marketing Officer	Jan 06 '25	Sale	177.00	2,000	354,000	4,282	Jan 07 04:26 PM
Morrissey Victoria	Officer	Jan 06 '25	Proposed Sale	177.00	2,000	354,000		Jan 06 12:11 PM
May Brian	Director	Dec 18 '24	Buy	185.14	686	127,006	3,268	Dec 19 04:17 PM
BECKWITT RICHARD	Director	Dec 11 '24	Buy	193.69	2,500	484,231	3,719	Dec 13 04:18 PM

Open in Screener

WSO

Watsco Inc

Oct 15 • 04:00PM ET

359.65

-6.71 -1.83 %

Industrials • Industrial Distribution • USA • NYSE

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

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

Index	-	P/E	27.53	EPS (ttm)	13.06	Insider Own	14.27%	Shs Outstand	40.55M	Perf Week	-9.28%
Market Cap	14.68B	Forward P/E	24.94	EPS next Y	14.42	Insider Trans	-0.04%	Shs Float	34.76M	Perf Month	-8.95%
Enterprise Value	15.30B	PEG	4.50	EPS next Q	4.33	Inst Own	87.10%	Short Float	8.05%	Perf Quarter	-23.87%
Income	493.62M	P/S	1.96	EPS this Y	-0.35%	Inst Trans	-4.47%	Short Ratio	6.51	Perf Half Y	-29.53%
Sales	7.51B	P/B	4.75	EPS next Y	8.80%	ROA	10.82%	Short Interest	2.80M	Perf YTD	-24.11%
Book/sh	75.71	P/C	50.10	EPS next 5Y	6.12%	ROE	18.38%	52W High	571.41 -37.06%	Perf Year	-26.84%
Cash/sh	7.18	P/FCF	37.22	EPS past 3/5Y	7.27% 15.38%	ROIC	15.93%	52W Low	361.57 -0.53%	Perf 3Y	37.81%
Dividend Est.	11.24 (3.12%)	EV/EBITDA	19.55	Sales past 3/5Y	6.65% 9.81%	Gross Margin	26.97%	Volatility	3.79% 2.90%	Perf 5Y	52.08%
Dividend TTM	11.40 (3.17%)	EV/Sales	2.04	EPS Y/Y TTM	0.80%	Oper. Margin	9.86%	ATR (14)	11.75	Perf 10Y	182.81%
Dividend Ex-Date	Oct 16, 2025	Quick Ratio	1.26	Sales Y/Y TTM	0.98%	Profit Margin	6.58%	RSI (14)	29.63	Recom	2.89
Dividend Gr. 3/5Y	11.46% 11.03%	Current Ratio	3.08	EPS Q/Q	0.85%	SMA20	-8.00%	Beta	0.95	Target Price	460.30
Payout	81.20%	Debt/Eq	0.16	Sales Q/Q	-3.59%	SMA50	-10.23%	Rel Volume	1.74	Prev Close	366.36
Employees	7295	LT Debt/Eq	0.12	Earnings	Oct 29 BMO	SMA200	-21.30%	Avg Volume	430.06K	Price	359.65
IPO	Apr 10, 1968	Option/Short	Yes / Yes	EPS/Sales Surpr.	-5.46% -7.30%	Trades		Volume	747,495	Change	-1.83%

Date	Action	Analyst	Rating Change	Price Target Change
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
Aug-12-20	Downgrade	Vertical Research	Hold → Sell

Show Previous Ratings

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)
03:26AM	Loading…
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)
11:22PM	Loading…
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)
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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)
11:48AM	Watsco, Inc. (WSO) Q1 2025 Earnings Call Transcript (Seeking Alpha)
10:30AM	Watsco (WSO) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
08:40AM	Watsco (WSO) Misses Q1 Earnings and Revenue Estimates (Zacks)
07:49AM	Watsco (NYSE:WSO) Misses Q1 Revenue Estimates (StockStory)
07:30AM	Watsco's First Quarter Reflects Large-Scale Product Transition, Strong Sales Growth and Expanded Margins in Core Replacement Market (GlobeNewswire)
Apr-22-25 08:06AM	Watsco (WSO) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Apr-18-25 09:40AM	Is Potlatch (PCH) Outperforming Other Construction Stocks This Year? (Zacks)
Apr-16-25 10:00AM	Watsco (WSO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-12-25 01:27AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 13 (Seeking Alpha)
Apr-11-25 05:11AM	Infrastructure Distributors Stocks Q4 In Review: Watsco (NYSE:WSO) Vs Peers (StockStory)
Apr-09-25 07:30AM	Watsco Schedules First Quarter Conference Call On Wednesday, April 23, 2025 (GlobeNewswire) +7.77%
Apr-07-25 11:57AM	Springing Dividends: 3 Dividend Boosters to Watch Now (MarketBeat)
Apr-05-25 06:45AM	3 No-Brainer Dividend Stocks to Buy and Hold for Decades to Come (Motley Fool)
Apr-04-25 05:58AM	SCHD Alternative Strategy: Weathered March Better Than The S&P 500 (Seeking Alpha)
Apr-03-25 11:28PM	Top 50 High-Quality Dividend Growth Stocks For April 2025 (Seeking Alpha) -5.40%
Apr-01-25 07:30AM	Watsco Declares $3.00 Quarterly Dividend, Reflects 11% Increase to an Annual Rate of $12.00 Per Share (GlobeNewswire)
Mar-28-25 03:59PM	Baird Q4 2024 Small/Mid Cap Growth Equity Commentary (Seeking Alpha)
Mar-25-25 12:38PM	10 Baggers And 100 Baggers (SeekingAlpha)
05:04AM	3 Reasons WSO is Risky and 1 Stock to Buy Instead (StockStory)
Mar-20-25 11:30AM	Why Is Watsco (WSO) Down 0.7% Since Last Earnings Report? (Zacks)
Mar-19-25 12:57PM	Is Comfort Systems Stock a Buy After a 20% YTD Dip? (Zacks)
12:55PM	Lennar to Report Q1 Earnings: What Could Drive the Results? (Zacks)
11:27AM	Here's Why You Should Retain Watsco Stock in Your Portfolio Now (Zacks)
Mar-11-25 08:17AM	Watsco to Participate in the J.P. Morgan 2025 Industrials Conference on March 12, 2025 at 8:15 a.m. (GlobeNewswire)
Feb-19-25 11:20AM	Analyst Report: Watsco, Inc. (Morningstar Research)
Feb-18-25 07:30AM	Watsco Reports Record Fourth Quarter Sales, Expanded Margins and Record Cash Flow (GlobeNewswire) +9.73%
07:30AM	Watsco Boosts Annual Dividend 11% to $12.00 Per Share (GlobeNewswire)
Jan-30-25 07:30AM	Watsco Schedules Conference Call to Review 2024 Fourth Quarter Performance and Annual Results (GlobeNewswire)
Jan-02-25 07:30AM	Watsco Declares $2.70 Quarterly Dividend (GlobeNewswire)
Nov-15-24 07:30AM	Watsco to Present at the Stephens Investment Conference on November 19, 2024 at 2:00 p.m. CT (GlobeNewswire)
Oct-24-24 07:57AM	Watsco Reports Record Q3 2024 Sales Performance (TipRanks)
Oct-23-24 01:25PM	Analyst Report: Watsco, Inc. (Morningstar Research)
07:30AM	Watsco Reports Record Sales, Enhanced Operating Efficiency, Strong Cash Flow and Improving Business Trends (GlobeNewswire)
Oct-15-24 07:30AM	Watsco Schedules Third Quarter Earnings Conference Call on Wednesday, October 23, 2024 (GlobeNewswire)
Oct-01-24 07:30AM	Watsco Declares $2.70 Quarterly Dividend (GlobeNewswire)
Sep-09-24 07:30AM	Watsco to Present at the 12th Annual Morgan Stanley Laguna Conference on September 11, 2024 at 3:10 p.m. PDT (GlobeNewswire)
Jul-30-24 03:24PM	Analyst Report: Watsco, Inc. (Morningstar Research)
07:30AM	Watsco Reports Record Sales, Enhanced Operating Efficiency and Strong Cash Flow During Second Quarter (GlobeNewswire)
Jul-22-24 09:45AM	Watsco's Second Quarter Earnings Call Scheduled on July 30, 2024 (GlobeNewswire)
Jul-01-24 07:30AM	Watsco Declares $2.70 Quarterly Dividend (GlobeNewswire)

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
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
LOGAN BARRY S	Executive Vice President	Dec 18 '24	Sale	508.21	10,998	5,589,294	0	Dec 18 05:02 PM
Barry S Logan	Officer	Dec 18 '24	Proposed Sale	507.87	10,998	5,585,548		Dec 18 04:00 PM

FERG

Ferguson Enterprises Inc

WSO

Watsco Inc

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