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 7,296 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
55% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 60
17% more repeat investments, than reductions
Existing positions increased: 325 | Existing positions reduced: 278
5% more capital invested
Capital invested by funds: $16.9B [Q4 2024] → $17.8B (+$903M) [Q1 2025]
2% more funds holding
Funds holding: 809 [Q4 2024] → 825 (+16) [Q1 2025]
0.47% less ownership
Funds ownership: 101.1% [Q4 2024] → 100.63% (-0.47%) [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
$455
5%
upside
Avg. target
$493
14%
upside
High target
$540
25%
upside
4 analyst ratings
1 positive
25%
3 neutral
75%
0 negative
0%
JP Morgan Stephen Tusa | 6%upside $460 | Neutral Maintained | 27 May 2025 |
UBS Damian Karas | 5%upside $455 | Neutral Maintained | 24 Apr 2025 |
Baird David Manthey | 25%upside $540 | Outperform Maintained | 24 Apr 2025 |
Morgan Stanley | 19%upside $515 | Equal-Weight Initiated | 14 Apr 2025 |
Financial journalist opinion
Based on 9 articles about WSO published over the past 30 days
Positive
Zacks Investment Research
3 weeks 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
3 weeks 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
3 weeks 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
3 weeks 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
3 weeks 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
3 weeks 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
3 weeks 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
4 weeks 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.
Neutral
Accesswire
4 weeks ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Watsco, Inc. - WSO
NEW YORK, NY / ACCESS Newswire / May 16, 2025 / 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 Is Investigating Watsco, Inc. (WSO) And Encourages Investors to Connect
NEW YORK, NY / ACCESS Newswire / May 15, 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.
Charts implemented using Lightweight Charts™