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WSO

Watsco Inc

Jun 20 • 04:00PM ET

421.84

Dollar change -1.57
Percentage change -0.37	%

Industrials • Industrial Distribution • USA • NYSE

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

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

Scroll to Statements

Index	-	P/E	32.39	EPS (ttm)	13.02	Insider Own	14.24%	Shs Outstand	40.51M	Perf Week	-4.80%
Market Cap	17.27B	Forward P/E	27.26	EPS next Y	15.48	Insider Trans	-0.07%	Shs Float	34.74M	Perf Month	-10.23%
Enterprise Value	17.72B	PEG	3.79	EPS next Q	4.83	Inst Own	90.06%	Short Float	6.89%	Perf Quarter	-16.02%
Income	490.96M	P/S	2.28	EPS this Y	6.82%	Inst Trans	1.86%	Short Ratio	8.10	Perf Half Y	-17.25%
Sales	7.58B	P/B	5.77	EPS next Y	8.92%	ROA	11.14%	Short Interest	2.39M	Perf YTD	-10.98%
Book/sh	73.17	P/C	39.98	EPS next 5Y	8.55%	ROE	18.91%	52W Range	422.99 - 571.41	Perf Year	-13.29%
Cash/sh	10.55	P/FCF	37.54	EPS past 3/5Y	7.27% 15.38%	ROIC	16.30%	52W High	-26.18%	Perf 3Y	70.12%
Dividend Est.	10.85 (2.57%)	EV/EBITDA	22.84	Sales past 3/5Y	6.65% 9.81%	Gross Margin	26.40%	52W Low	-0.27%	Perf 5Y	137.95%
Dividend TTM	11.10 (2.63%)	EV/Sales	2.34	EPS Y/Y TTM	1.09%	Oper. Margin	9.68%	Volatility	0.46% 1.40%	Perf 10Y	241.29%
Dividend Ex-Date	Apr 15, 2025	Quick Ratio	1.36	Sales Y/Y TTM	3.92%	Profit Margin	6.47%	RSI (14)	31.04	Recom	2.94
Dividend Gr. 3/5Y	11.46% 11.03%	Current Ratio	3.28	EPS Q/Q	-11.13%	SMA20	-4.45%	Beta	1.05	Target Price	495.50
Payout	81.20%	Debt/Eq	0.17	Sales Q/Q	-2.17%	SMA50	-9.19%	Rel Volume	1.88	Prev Close	423.41
Employees	7295	LT Debt/Eq	0.13	Earnings	Apr 23 BMO	SMA200	-13.66%	Avg Volume	295.53K	Price	421.84
IPO	Apr 10, 1968	Option/Short	Yes / Yes	EPS/Sales Surpr.	-14.78% -7.46%	Trades		Volume	555,443	Change	-0.37%

Date	Action	Analyst	Rating Change	Price Target Change
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
Dec-18-18	Initiated	Morgan Stanley	Equal-Weight	$144

Show Previous Ratings

Jun-20-25 02:23AM	5 Must-Read Analyst Questions From Watsco's Q1 Earnings Call (StockStory)
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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)
06:20AM	Loading…
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)
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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)
01:10PM	Loading…
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)
05:11AM	Loading…
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)
Jun-15-24 07:45AM	3 Florida' Stocks to Buy to Capitalize on the Sunshine State's Boom (InvestorPlace)
Jun-11-24 02:05PM	The Dividend Dreamboats: 3 Stocks That Will Make Your Portfolio Swoon (InvestorPlace)
May-29-24 10:35AM	Watsco to Present at William Blair's 44th Annual Growth Stock Conference in Chicago on June 4, 2024 at 3:20 p.m. CDT (GlobeNewswire)
May-24-24 11:31AM	Why Is Watsco (WSO) Up 7.8% Since Last Earnings Report? (Zacks)
Apr-27-24 09:01AM	5 Best Home Appliance Stocks to Invest In (Insider Monkey)
Apr-26-24 09:11AM	Watsco, Inc. (NYSE:WSO) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-25-24 09:52AM	Watsco (WSO) Q1 Earnings & Revenues Lag, Margins Down Y/Y (Zacks)
09:23AM	Analyst Report: Watsco, Inc. (Morningstar Research)
Apr-24-24 11:53AM	WSO Stock Earnings: Watsco Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace) +6.54%
07:30AM	Watsco Reports Record First Quarter Sales, Record Cash Flow and Improving Business Trends Ahead of Summer Selling Season (GlobeNewswire)
Apr-17-24 10:01AM	Analysts Estimate Watsco (WSO) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-08-24 07:30AM	Watsco's Earnings Call to Discuss First Quarter Results Scheduled on April 24, 2024 (GlobeNewswire)
Apr-02-24 10:27AM	Watsco (WSO) Rewards Investors With a 10% Dividend Increase (Zacks)
Apr-01-24 07:30AM	Watsco Boosts Annual Dividend 10% to $10.80 Per Share (GlobeNewswire)
Mar-14-24 11:30AM	Watsco (WSO) Up 3.9% Since Last Earnings Report: Can It Continue? (Zacks)
Mar-08-24 07:30AM	Watsco to Present at the J.P. Morgan 2024 Industrials Conference (GlobeNewswire)
Mar-04-24 09:30AM	Analyst Report: Watsco, Inc. (Morningstar Research)
Feb-29-24 07:38AM	Does Watsco (WSO) Have a Resilient Business Model? (Insider Monkey)
Feb-14-24 10:51AM	Watsco (WSO) Q4 Earnings & Revenues Miss, Margins Down Y/Y (Zacks)
Feb-13-24 02:14PM	Analyst Report: Watsco, Inc. (Morningstar Research) -6.39%
09:30AM	Watsco (WSO) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
07:00AM	Watsco Reports Strong 2023 Performance Gaining Share in a Soft Market Boosts Annual Dividend 10% to $10.80 Per Share (GlobeNewswire)
07:00AM	Watsco Boosts Annual Dividend 10% to $10.80 Per Share (GlobeNewswire)
Feb-06-24 07:30AM	Watsco to Host 2023 Earnings Call February 13, 2024 (GlobeNewswire)
Jan-17-24 07:13PM	Analyst Report: Watsco, Inc. (Morningstar Research)
Jan-02-24 07:30AM	Watsco Declares $2.45 Quarterly Dividend and Commemorates Paying Dividends for 50 Consecutive Years (GlobeNewswire)
Dec-15-23 07:19PM	Analyst Report: Watsco, Inc. (Morningstar Research)
Dec-13-23 03:39PM	Analyst Report: Watsco, Inc. (Morningstar Research)
Nov-13-23 03:41PM	Watsco to Present at the Stephens Annual Investment Conference on November 14, 2023 (GlobeNewswire)
Oct-20-23 12:27PM	Watsco, Inc. (NYSE:WSO) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-19-23 03:34PM	Analyst Report: Watsco, Inc. (Morningstar Research)
07:30AM	Watsco Reports Record-Breaking Third Quarter (GlobeNewswire)
Oct-18-23 07:24PM	Analyst Report: Watsco, Inc. (Morningstar Research)
Oct-11-23 03:03PM	Watsco (WSO) Reaches 52-Week High: What's Driving the Stock? (Zacks)
Oct-09-23 07:14PM	Analyst Report: Watsco, Inc. (Morningstar Research)
Oct-06-23 10:34AM	Watsco's Earnings Call to Discuss Third Quarter Results Scheduled on October 19, 2023 (GlobeNewswire)
Oct-03-23 08:55AM	Watsco (WSO) Rose 21% on Exceeded Expectations (Insider Monkey)
Oct-02-23 07:30AM	Watsco Declares $2.45 Quarterly Dividend (GlobeNewswire)
Sep-18-23 12:40PM	KB Home (KBH) to Report Q3 Earnings: What's in the Offing? (Zacks)

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

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WSO

Watsco Inc

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