WatscoWSO
WSO
About: Watsco is the largest heating, ventilation, air conditioning, and refrigeration products distributor in North America. The company primarily operates in the United States (90% of revenue) with significant exposure in the Sunbelt states. Watsco also has operations in Canada (5% of sales) and Latin America (5% of sales). The company's customer base consists of more than 125,000 contractors that serve the replacement and new construction HVACR markets for residential and light commercial applications.
Employees: 7,295
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
202% more call options, than puts
Call options by funds: $45.3M | Put options by funds: $15M
57% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 60
16% more repeat investments, than reductions
Existing positions increased: 325 | Existing positions reduced: 279
6% more capital invested
Capital invested by funds: $16.9B [Q4 2024] → $17.8B (+$942M) [Q1 2025]
2% more funds holding
Funds holding: 809 [Q4 2024] → 827 (+18) [Q1 2025]
0.24% less ownership
Funds ownership: 101.1% [Q4 2024] → 100.86% (-0.24%) [Q1 2025]
27% less funds holding in top 10
Funds holding in top 10: 15 [Q4 2024] → 11 (-4) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$450
4%
downside
Avg. target
$491
5%
upside
High target
$540
15%
upside
4 analyst ratings
1 positive
25%
3 neutral
75%
0 negative
0%
UBS Damian Karas | 4%downside $450 | Neutral Maintained | 25 Jun 2025 |
JP Morgan Stephen Tusa | 2%downside $460 | Neutral Maintained | 27 May 2025 |
Baird David Manthey | 15%upside $540 | Outperform Maintained | 24 Apr 2025 |
Morgan Stanley | 10%upside $515 | Equal-Weight Initiated | 14 Apr 2025 |
Financial journalist opinion
Positive
Seeking Alpha
1 day ago
Watsco Q2 Preview: A2L Refrigerant Transition Is A Multi-Year Catalyst, Initiating With 'Buy'
Watsco is well-positioned to benefit from the industry transition to A2L refrigerants, driving multi-year replacement demand and pricing growth. The company's robust balance sheet, extensive service network, and successful tuck-in acquisitions support ongoing market consolidation and shareholder value. Watsco's investments in technology and e-commerce enhance contractor productivity and customer satisfaction, strengthening its competitive advantages and pricing power.
Neutral
GlobeNewsWire
1 week ago
Watsco Declares $3.00 Quarterly Dividend
MIAMI, July 01, 2025 (GLOBE NEWSWIRE) -- Watsco, Inc.'s (NYSE: WSO) Board of Directors has declared a regular quarterly cash dividend of $3.00 on each outstanding share of its Common and Class B common stock payable on July 31, 2025 to shareholders of record at the close of business on July 16, 2025. Watsco has paid dividends to shareholders for 51 consecutive years, with this quarter marking the 200th consecutive quarter of dividend payments.
Positive
Zacks Investment Research
1 month ago
Why Is Watsco (WSO) Up 0.7% Since Last Earnings Report?
Watsco (WSO) reported earnings 30 days ago. What's next for the stock?
Neutral
Accesswire
1 month ago
Watsco, Inc. (WSO) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Investors to Contact the Firm to Learn More About the Investigation
NEW YORK, NY / ACCESS Newswire / May 22, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Watsco, Inc. ("Watsco" or "the Company") (NYSE: WSO). Investors who purchased Watsco securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/WSO.
Neutral
Accesswire
1 month ago
Bronstein, Gewirtz & Grossman, LLC Encourages Watsco, Inc. (WSO) Shareholders to Inquire about Securities Investigation
NEW YORK, NY / ACCESS Newswire / May 21, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Watsco, Inc. ("Watsco" or "the Company") (NYSE: WSO). Investors who purchased Watsco securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/WSO.
Neutral
Accesswire
1 month ago
Bronstein, Gewirtz & Grossman, LLC Is Investigating Watsco, Inc. (WSO) And Encourages Shareholders to Connect
NEW YORK, NY / ACCESS Newswire / May 20, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Watsco, Inc. ("Watsco" or "the Company") (NYSE: WSO). Investors who purchased Watsco securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/WSO.
Neutral
Accesswire
1 month ago
Bronstein, Gewirtz & Grossman, LLC Initiates an Investigation into Allegations Against Watsco, Inc. (WSO) And Encourages Shareholders to Reach Out
NEW YORK, NY / ACCESS Newswire / May 19, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Watsco, Inc. ("Watsco" or "the Company") (NYSE: WSO). Investors who purchased Watsco securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/WSO.
Neutral
GlobeNewsWire
1 month ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Watsco, Inc. - WSO
NEW YORK, May 18, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Watsco, Inc. (“Watsco” or the “Company”) (NYSE: WSO). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.
Neutral
Accesswire
1 month ago
Bronstein, Gewirtz & Grossman, LLC Announces an Investigation Against Watsco, Inc. (WSO) and Encourages Investors to Learn More About the Investigation
NEW YORK, NY / ACCESS Newswire / May 18, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Watsco, Inc. ("Watsco" or "the Company") (NYSE: WSO). Investors who purchased Watsco securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/WSO.
Neutral
Accesswire
1 month ago
Watsco, Inc. (WSO) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Shareholders to Contact the Firm to Learn More About the Investigation
NEW YORK, NY / ACCESS Newswire / May 16, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Watsco, Inc. ("Watsco" or "the Company") (NYSE: WSO). Investors who purchased Watsco securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/WSO.
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