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WSO

Watsco Inc

Nov 03 • 04:00PM ET

361.35

-6.66 -1.81 %

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

Scroll to Statements

Index	-	P/E	28.19	EPS (ttm)	12.82	Insider Own	14.27%	Shs Outstand	40.55M	Perf Week	-0.83%
Market Cap	14.65B	Forward P/E	26.60	EPS next Y	13.59	Insider Trans	-0.04%	Shs Float	34.76M	Perf Month	-12.91%
Enterprise Value	15.06B	PEG	7.34	EPS next Q	2.02	Inst Own	87.11%	Short Float	7.69%	Perf Quarter	-15.62%
Income	485.37M	P/S	1.98	EPS this Y	-5.63%	Inst Trans	-4.83%	Short Ratio	5.55	Perf Half Y	-24.55%
Sales	7.41B	P/B	4.77	EPS next Y	8.24%	ROA	10.70%	Short Interest	2.67M	Perf YTD	-23.75%
Book/sh	75.71	P/C	27.94	EPS next 5Y	3.84%	ROE	17.61%	52W High	571.41 -36.76%	Perf Year	-23.83%
Cash/sh	12.93	P/FCF	28.29	EPS past 3/5Y	7.27% 15.38%	ROIC	15.44%	52W Low	350.00 3.24%	Perf 3Y	37.57%
Dividend Est.	11.24 (3.11%)	EV/EBITDA	19.56	Sales past 3/5Y	6.65% 9.81%	Gross Margin	27.92%	Volatility	3.78% 3.47%	Perf 5Y	59.17%
Dividend TTM	11.70 (3.24%)	EV/Sales	2.03	EPS Y/Y TTM	0.80%	Oper. Margin	9.80%	ATR (14)	12.24	Perf 10Y	176.52%
Dividend Ex-Date	Oct 16, 2025	Quick Ratio	1.86	Sales Y/Y TTM	-0.71%	Profit Margin	6.55%	RSI (14)	42.69	Recom	2.88
Dividend Gr. 3/5Y	11.46% 11.03%	Current Ratio	3.84	EPS Q/Q	-5.81%	SMA20	-2.09%	Beta	1.00	Target Price	419.10
Payout	81.20%	Debt/Eq	0.16	Sales Q/Q	-4.31%	SMA50	-6.61%	Rel Volume	0.98	Prev Close	368.01
Employees	7295	LT Debt/Eq	0.12	Earnings	Oct 29 BMO	SMA200	-19.68%	Avg Volume	481.35K	Price	361.35
IPO	Apr 10, 1968	Option/Short	Yes / Yes	EPS/Sales Surpr.	-5.73% -3.29%	Trades		Volume	475,510	Change	-1.81%

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-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)
08:21AM	Loading…
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)
10:57AM	Loading…
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)
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)
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)

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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