WSO
WATSCO INC
$380.22
-1.53%
$15.7B
No data for this timeframe.
Vol
Market Cap$15.7B
Cap SizeLarge Cap
Analyst ConsensusSell (9%)
Inst. Holders9 funds
Inst. Value$3.2B
Inst. Activity5 buys / 1 sells
SEC Reports2
Press Releases3
Exchange NYSE·Sector Wholesale-Hardware & Plumbing & Heating Equipment & Supplies·Inc. FL·CIK 0000105016·Prev Close $386.11
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)
Jun 2, 2026
Press
Watsco closed its acquisition of Jackson Supply Company, a Sunbelt HVAC distributor with $230M in 2025 sales, adding 25
Impact 6/10
Jun 2, 2026
m_and_a
Watsco Completes Acquisition of Jackson Supply Company
<p align="justify">MIAMI, June 02, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) announced tod
May 6, 2026
Event
HSR Early Termination: Watsco, Inc.; James J. Durrett, Jr.
The FTC granted early termination of the HSR Act waiting period for a transaction involving Watsco,
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
Price Targets
$424.67
+11.7% upside
Buy
Current $380.22
Low $370.00
Median $430.00
High $485.00
9 analysts
$370.00
$485.00
Analyst Ratings
2Strong Buy
0Buy
13Hold
5Sell
2Strong 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 ▼ -0.6% | $3.97 — $4.48 | 8% YoY | 6 |
| Current FY | $12.91 ▲ +1.5% | $12.00 — $14.16 | 5% YoY | 6 |
| Next FY | $14.13 ▼ -0.8% | $12.73 — $16.14 | 9% YoY | 6 |
Latest Reports
BULLISH
Press
6/10
Watsco closed its acquisition of Jackson Supply Company, a Sunbelt HVAC distributor with $230M in 2025 sales, adding 25
Jun 2, 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.
BULLISH
6/10
Watsco closed its acquisition of Jackson Supply Company, a Sunbelt HVAC distributor with $230M in 20
Jun 2, 2026
MIXED
5/10
Watsco reported flat Q1 2026 revenues ($1.53B) with a 3% decline in EPS to $1.87 and 2% decline in o
Apr 28, 2026
NEUTRAL
3/10
Watsco declared a 10% increase in its quarterly dividend to $3.30 per share, raising the annual payo
Apr 1, 2026
Current analyst consensus: Strong Sell (9% buy). Based on 22 analysts: 2 strong buy, 0 buy, 13 hold, 5 sell, 2 strong sell.
Analyst Price Targets
$424.67 mean target
+11.7% upside
Buy (2.77)
$370.00 Low
$485.00 High
| Metric | Value |
|---|---|
| Current Price | $380.22 |
| Target Low | $370.00 |
| Target Mean | $424.67 |
| Target Median | $430.00 |
| Target High | $485.00 |
| # Analysts | 9 |
| Recommendation | Buy (2.77) |
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% | -0.6% | 2↑ 3↓ | $2.1B | 3.4% | 6 |
| Current FY 2026-12-31 |
$12.91 | $12.00 | $14.16 | 5.4% | +1.5% | 3↑ 2↓ | $7.5B | 3.2% | 6 |
| Next FY 2027-12-31 |
$14.13 | $12.73 | $16.14 | 9.5% | -0.8% | 2↑ 1↓ | $7.8B | 4.8% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $4.384 | |
| 7d ago | $4.384 | |
| 30d ago | $4.380 | +0.005 |
| 60d ago | $4.397 | -0.012 |
| 90d ago | $4.397 | -0.012 |
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 |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 0 | 13 | 5 | 2 | 9% | |
| 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.
Recent Reddit Threads
Jun 2, 2026
m_and_a
Watsco Completes Acquisition of Jackson Supply Company
<p align="justify">MIAMI, June 02, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) announced today the closing of its acquisition of Jackson Suppl
May 18, 2026
dark_pool
Dark Pool: WSO — 0.6M shares, 28,395 trades
Week starting 2026-05-18. Total ATS volume: 577,791 shares across 28,395 trades.
May 11, 2026
dark_pool
Dark Pool: WSO — 0.5M shares, 26,184 trades
Week starting 2026-05-11. Total ATS volume: 470,383 shares across 26,184 trades.
May 6, 2026
Enforcement
HSR Early Termination: Watsco, Inc.; James J. Durrett, Jr.
The FTC granted early termination of the HSR Act waiting period for a transaction involving Watsco, Inc.; James J. Durrett, Jr..
May 6, 2026
Enforcement
HSR Early Termination: James J. Durrett, Jr.; Watsco, Inc.
The FTC granted early termination of the HSR Act waiting period for a transaction involving James J. Durrett, Jr.; Watsco, Inc..
May 4, 2026
dark_pool
Dark Pool: WSO — 0.6M shares, 28,738 trades
Week starting 2026-05-04. Total ATS volume: 556,538 shares across 28,738 trades.
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 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
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
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.