WSO
WATSCO INC
$380.46
-1.01%
$15.5B
No data for this timeframe.
Vol
Market Cap$15.5B
Cap SizeLarge Cap
Analyst ConsensusSell (9%)
Inst. Holders50 funds
Inst. Value$10.2B
Inst. Activity18 buys / 12 sells
SEC Reports2
Press Releases3
Exchange NYSE·Sector Wholesale-Hardware & Plumbing & Heating Equipment & Supplies·Inc. FL·CIK 0000105016·Prev Close $384.33
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.
Capital International Investors — TRIM
3,477,231 shares ($1.3B)
Inst.
Capital Research Global Investors — NEW
1,898,603 shares ($690.7M)
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
+11.6% upside
Buy
Current $380.46
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 |
|---|---|---|
| BlackRock, Inc. | $1.5B | — |
| Capital International Investors | $1.3B | TRIM |
| Capital Research Global Investors | $690.7M | NEW |
| FMR LLC | $687.7M | TRIM |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $637.0M | — |
50 institutional holders with $10.2B total value (27,993,444 shares) as of 2026-Q1. Top holders: BlackRock,, Capital, Capital. Net buying activity: 18 institutions added/increased vs 12 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,090,055 | $1.5B | 14.6% | — |
| 2 | Capital International Investors | 3,477,231 | $1.3B | 12.4% | TRIM -25.1% |
| 3 | Capital Research Global Investors | 1,898,603 | $690.7M | 6.8% | NEW |
| 4 | FMR LLC | 1,890,322 | $687.7M | 6.8% | TRIM -34.5% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,751,054 | $637.0M | 6.3% | — |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1,567,499 | $570.2M | 5.6% | — |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,340,401 | $487.2M | 4.8% | — |
| 8 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,329,205 | $483.6M | 4.7% | — |
| 9 | STATE STREET CORP | 1,273,941 | $463.4M | 4.6% | — |
| 10 | BAILLIE GIFFORD & CO | 1,137,258 | $413.7M | 4.1% | — |
| 11 | MORGAN STANLEY | 890,992 | $324.1M | 3.2% | ADD +34.6% |
| 12 | BLAIR WILLIAM & CO/IL | 582,700 | $212.0M | 2.1% | — |
| 13 | MARKEL GROUP INC. | 582,169 | $211.8M | 2.1% | — |
| 14 | GOLDMAN SACHS GROUP INC | 560,672 | $204.0M | 2.0% | — |
| 15 | RAYMOND JAMES FINANCIAL INC | 426,905 | $155.3M | 1.5% | — |
| 16 | WELLS FARGO & COMPANY/MN | 421,188 | $153.2M | 1.5% | — |
| 17 | Capital World Investors | 339,018 | $123.3M | 1.2% | TRIM -31.5% |
| 18 | CAPTRUST FINANCIAL ADVISORS | 330,883 | $120.4M | 1.2% | — |
| 19 | TWO SIGMA INVESTMENTS, LP | 300,096 | $109.2M | 1.1% | DOUBLED +133.9% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 292,356 | $106.4M | 1.0% | ADD +33.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Capital International Investors | TRIM | 4,642,893 | 3,477,231 | -25.1% | $1.3B | 2026-Q1 |
| Capital Research Global Investors | NEW | — | 1,898,603 | — | $690.7M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 218,586 | 292,356 | +33.7% | $106.4M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 305,280 | 216,400 | -29.1% | $78.7M | 2026-Q1 |
| Neuberger Berman Group LLC | TRIM | 382,845 | 130,482 | -65.9% | $47.6M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | ADD | 37,463 | 68,572 | +83.0% | $24.9M | 2026-Q1 |
| Gotham Asset Management, LLC | DOUBLED | 26,862 | 63,568 | +136.6% | $23.1M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 1,595 | 47,567 | +2882.3% | $17.3M | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp | TRIM | 58,932 | 44,059 | -25.2% | $16.0M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | DOUBLED | 12,004 | 34,212 | +185.0% | $12.4M | 2026-Q1 |
| CIBC WORLD MARKET INC. | DOUBLED | 7,116 | 24,294 | +241.4% | $8.8M | 2026-Q1 |
| COMMERCE BANK | DOUBLED | 1,962 | 22,509 | +1047.2% | $8.2M | 2026-Q1 |
| Pictet Asset Management Holding SA | TRIM | 21,807 | 15,717 | -27.9% | $5.7M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 17,997 | 11,845 | -34.2% | $4.3M | 2026-Q1 |
| Verition Fund Management LLC | ADD | 6,493 | 9,156 | +41.0% | $3.3M | 2026-Q1 |
| Swiss Life Asset Management Ltd | ADD | 6,071 | 7,932 | +30.7% | $2.9M | 2026-Q1 |
| ALLSTATE CORP | DOUBLED | 2,383 | 4,872 | +104.4% | $1.8M | 2026-Q1 |
| M&T BANK CORP | NEAR_EXIT | 599,662 | 2,610 | -99.6% | $949.5K | 2026-Q1 |
| OMERS ADMINISTRATION Corp | ADD | 1,219 | 1,734 | +42.2% | $630.8K | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | DOUBLED | 551 | 1,439 | +161.2% | $524.3K | 2026-Q1 |
| Merit Financial Group, LLC | ADD | 902 | 1,373 | +52.2% | $499.6K | 2026-Q1 |
| Woodline Partners LP | DOUBLED | 643 | 1,367 | +112.6% | $497.3K | 2026-Q1 |
| TD Waterhouse Canada Inc. | DOUBLED | 260 | 1,182 | +354.6% | $444.2K | 2026-Q1 |
| FIL Ltd | DOUBLED | 45 | 275 | +511.1% | $100.0K | 2026-Q1 |
| BAMCO INC /NY/ | DOUBLED | 103 | 227 | +120.4% | $82.6K | 2026-Q1 |
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
+11.6% upside
Buy (3.00)
$370.00 Low
$485.00 High
| Metric | Value |
|---|---|
| Current Price | $380.46 |
| Target Low | $370.00 |
| Target Mean | $424.67 |
| Target Median | $430.00 |
| Target High | $485.00 |
| # Analysts | 9 |
| Recommendation | Buy (3.00) |
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 25, 2026
dark_pool
Dark Pool: WSO — 0.5M shares, 22,696 trades
Week starting 2026-05-25. Total ATS volume: 545,754 shares across 22,696 trades.
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 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