WS
WSO
WATSCO INC
$376.30
-0.55%
$15.4B
No data for this timeframe.
Vol
Market Cap$15.4B
Cap SizeLarge Cap
Analyst ConsensusSell (25%)
Inst. Holders9 funds
Inst. Value$3.2B
Inst. Activity5 buys / 1 sells
SEC Reports2
Press Releases2
Exchange NYSE·Sector Wholesale-Hardware & Plumbing & Heating Equipment & Supplies·Inc. FL·CIK 0000105016·Prev Close $378.36
Recent Activity
Apr 10, 2026
SEC
Watsco announced a conference call for its Q1 2026 earnings release on April 28, 2026, but did not disclose actual finan
PRESS-RELEASE — Impact 3/10
Feb 28, 2026
SEC
Five major institutions, including sovereign wealth and quant funds, significantly increased positions in Watsco Inc. (W
INST-CLUSTER — Impact 7/10
Inst.
FMR LLC — TRIM
1,966,899 shares ($662.7M)
Inst.
MORGAN STANLEY — ADD
824,866 shares ($277.9M)
Apr 30, 2026
short_interest
FTD: WSO — 1,728 shares ($0.7M) failed to deliver
Settlement: 20260430, Price: $428.51, FTD Value: $740,465.28, WATSCO INC
Apr 28, 2026
Press
Watsco reported flat Q1 2026 revenues ($1.53B) with a 3% decline in EPS to $1.87 and 2% decline in operating income. Sep
Impact 5/10
Apr 1, 2026
Press
Watsco declared a 10% increase in its quarterly dividend to $3.30 per share, raising the annual payout to $13.20. The mo
Impact 3/10
Price Targets
$424.70
+12.9% upside
Buy
Current $376.30
Low $370.00
Median $427.50
High $485.00
10 analysts
$370.00
$485.00
Analyst Ratings
3Strong Buy
2Buy
14Hold
0Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 29, 2026 | Stephens & Co. | MAINTAIN | Overweight → Overweight |
| Feb 19, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Jan 16, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Jan 14, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| Jan 5, 2026 | Mizuho | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $4.38 | $4.14 — $4.75 | -3% YoY | 6 |
| Next Q | $4.28 ▼ -1.2% | $3.97 — $4.48 | 8% YoY | 6 |
| Current FY | $12.83 ▲ +0.9% | $12.00 — $14.16 | 5% YoY | 7 |
| Next FY | $14.01 ▼ -1.7% | $12.73 — $16.14 | 9% YoY | 7 |
Latest Reports
MIXED
Press
5/10
Watsco reported flat Q1 2026 revenues ($1.53B) with a 3% decline in EPS to $1.87 and 2% decline in operating income. Sep
Apr 28, 2026
NEUTRAL
PRESS-RELEASE
3/10
Watsco announced a conference call for its Q1 2026 earnings release on April 28, 2026, but did not disclose actual finan
Apr 10, 2026
BULLISH
INST-CLUSTER
7/10
Five major institutions, including sovereign wealth and quant funds, significantly increased positions in Watsco Inc. (W
Feb 28, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.2B | — |
| FMR LLC | $662.7M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $525.6M | NEW |
| MORGAN STANLEY | $277.9M | ADD |
| WELLS FARGO & COMPANY/MN | $143.7M | — |
9 institutional holders with $3.2B total value (9,554,282 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 5 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 3,523,522 | $1.2B | 36.9% | — |
| 2 | FMR LLC | 1,966,899 | $662.7M | 20.6% | TRIM -34.5% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,559,965 | $525.6M | 16.3% | NEW |
| 4 | MORGAN STANLEY | 824,866 | $277.9M | 8.6% | ADD +34.6% |
| 5 | WELLS FARGO & COMPANY/MN | 426,355 | $143.7M | 4.5% | — |
| 6 | TWO SIGMA INVESTMENTS, LP | 404,803 | $136.4M | 4.2% | DOUBLED +133.9% |
| 7 | NORGES BANK | 328,989 | $110.9M | 3.4% | NEW |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 305,280 | $102.9M | 3.2% | DOUBLED +120.9% |
| 9 | BANK OF AMERICA CORP /DE/ | 213,603 | $72.0M | 2.2% | ADD +40.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 3,001,863 | 1,966,899 | -34.5% | $662.7M | 2025-Q4 |
| MORGAN STANLEY | ADD | 612,942 | 824,866 | +34.6% | $277.9M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 173,078 | 404,803 | +133.9% | $136.4M | 2025-Q4 |
| NORGES BANK | NEW | — | 328,989 | — | $110.9M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 138,200 | 305,280 | +120.9% | $102.9M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 151,611 | 213,603 | +40.9% | $72.0M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 1,424 | 173,078 | +12054.4% | $70.0M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 48,700 | 138,200 | +183.8% | $55.9M | 2025-Q3 |
| UBS Group AG | ADD | 89,562 | 113,898 | +27.2% | $46.0M | 2025-Q3 |
| NORGES BANK | EXIT | 192,079 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 192,079 | — | $84.8M | 2025-Q2 |
| UBS Group AG | TRIM | 138,419 | 89,562 | -35.3% | $39.6M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 38,000 | 48,700 | +28.2% | $21.5M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 1,424 | — | $628.9K | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 183,347 | 312,779 | +70.6% | $159.0M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 62,400 | 38,000 | -39.1% | $19.3M | 2025-Q1 |
| NORGES BANK | EXIT | 249,661 | 0 | -100.0% | $0.00 | 2025-Q1 |
| Fund 1 Investments, LLC | EXIT | 438 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 98,141 | 183,347 | +86.8% | $86.9M | 2024-Q4 |
| UBS Group AG | DOUBLED | 61,534 | 138,270 | +124.7% | $65.5M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 26,600 | 62,400 | +134.6% | $29.6M | 2024-Q4 |
| Fund 1 Investments, LLC | NEW | — | 438 | — | $207.6K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,252,822 | — | $616.4M | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
Current analyst consensus: Sell (25% buy). Based on 20 analysts: 3 strong buy, 2 buy, 14 hold, 0 sell, 1 strong sell.
Analyst Price Targets
$424.70 mean target
+12.9% upside
Buy (2.79)
$370.00 Low
$485.00 High
| Metric | Value |
|---|---|
| Current Price | $376.30 |
| Target Low | $370.00 |
| Target Mean | $424.70 |
| Target Median | $427.50 |
| Target High | $485.00 |
| # Analysts | 10 |
| Recommendation | Buy (2.79) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$4.38 | $4.14 | $4.75 | -3.0% | +0.1% | 2↑ 4↓ | $2.1B | 2.4% | 6 |
| Next Q 2026-09-30 |
$4.28 | $3.97 | $4.48 | 7.5% | -1.2% | 2↑ 3↓ | $2.1B | 3.4% | 6 |
| Current FY 2026-12-31 |
$12.83 | $12.00 | $14.16 | 4.7% | +0.9% | 3↑ 2↓ | $7.5B | 3.5% | 7 |
| Next FY 2027-12-31 |
$14.01 | $12.73 | $16.14 | 9.2% | -1.7% | 2↑ 1↓ | $7.9B | 4.8% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $4.384 | |
| 7d ago | $4.380 | +0.005 |
| 30d ago | $4.380 | +0.005 |
| 60d ago | $4.397 | -0.012 |
| 90d ago | $4.583 | -0.199 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 29, 2026 | Stephens & Co. | MAINTAIN | Overweight | Overweight |
| Feb 19, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jan 16, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jan 14, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 5, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 3 | 2 | 14 | 0 | 1 | 25% | |
| Apr 1, 2026 | 3 | 2 | 14 | 0 | 1 | 25% | |
| Mar 1, 2026 | 3 | 2 | 14 | 0 | 1 | 25% | |
| Feb 1, 2026 | 3 | 2 | 14 | 0 | 1 | 25% | |
| Jan 1, 2026 | 3 | 2 | 14 | 0 | 1 | 25% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 30, 2026
short_interest
FTD: WSO — 1,728 shares ($0.7M) failed to deliver
Settlement: 20260430, Price: $428.51, FTD Value: $740,465.28, WATSCO INC
Apr 28, 2026
m_and_a
Watsco To Acquire Jackson Supply Company
<p align="center"><strong>$230 Million Distributor Adds 25 Locations in Core Sunbelt Markets</strong><strong> </strong><br><strong>Buy-and-Build Oppor
Apr 28, 2026
m_and_a
Watsco First Quarter Performance Reflects Stabilizing Markets, Improved Operating Efficiency and Expanded Technology Adoption
Company to Acquire Jackson Supply Company, Leading Sunbelt Distributor with Annual Sales of $230 Million <pre>Company to Acquire Jackson Supply Compa
Apr 28, 2026
earnings_calendar
WSO Q1 2026 Earnings Scheduled — 2026-04-28
Apr 27, 2026
dark_pool
Dark Pool: WSO — 1.2M shares, 47,945 trades
Week starting 2026-04-27. Total ATS volume: 1,219,744 shares across 47,945 trades.
Apr 20, 2026
dark_pool
Dark Pool: WSO — 0.6M shares, 31,289 trades
Week starting 2026-04-20. Total ATS volume: 633,441 shares across 31,289 trades.
Apr 17, 2026
short_interest
FTD: WSO — 16,941 shares ($7.1M) failed to deliver
Settlement: 20260417, Price: $421.90, FTD Value: $7,147,407.9, WATSCO INC
Apr 16, 2026
earnings_calendar
WSO Q1 2026 Earnings Scheduled — 2026-04-16
Apr 13, 2026
dark_pool
Dark Pool: WSO — 1.0M shares, 36,942 trades
Week starting 2026-04-13. Total ATS volume: 958,135 shares across 36,942 trades.
Apr 10, 2026
earnings
Watsco Schedules First Quarter Conference Call On Tuesday, April 28, 2026
<p align="justify">MIAMI, April 10, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) announced today that it has scheduled a conference call to dis
Apr 6, 2026
dark_pool
Dark Pool: WSO — 0.6M shares, 31,159 trades
Week starting 2026-04-06. Total ATS volume: 584,154 shares across 31,159 trades.
Apr 2, 2026
short_interest
FTD: WSO — 7,978 shares ($3.0M) failed to deliver
Settlement: 20260402, Price: $375.92, FTD Value: $2,999,089.76, WATSCO INC
Apr 1, 2026
dividend
Watsco Declares $3.30 Quarterly Dividend
Reflects 10% Increase to Annual Rate of $13.20 Per Share <pre> Reflects 10% Increase to Annual Rate of $13.20 Per Share </pre>
Mar 31, 2026
short_interest
FTD: WSO — 3,823 shares ($1.3M) failed to deliver
Settlement: 20260331, Price: $348.91, FTD Value: $1,333,882.93, WATSCO INC
Mar 30, 2026
dark_pool
Dark Pool: WSO — 0.7M shares, 25,538 trades
Week starting 2026-03-30. Total ATS volume: 673,928 shares across 25,538 trades.