Market Cap
$12.5B
WSO
WATSCO INC
$297.27 ▼ -1.29%
Prev close $301.15Market cap$12.5B
ConsensusStrong Sell
12-mo target$379.20 (+27.6%)
▼ Bearish
Analyst conviction 1/10
High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on WSO right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Sell (9%)
Inst. Holders
50 funds
Inst. Value
$12.6B
Inst. Activity
32 buys / 18 sells
SEC Reports
4
Press Releases
3
Price chart 30d -3.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 dividend
Jul 29, 2026 SEC Watsco Declares $3.30 Quarterly Dividend
MIAMI, Oct. 01, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc.’s (NYSE: WSO) Board of Directors has declared
Watsco's Q2 2026 earnings missed consensus estimates, with EPS of $4.00 falling 8.9% below the $4.39 consensus and reven
8-K — Impact 6/10
Watsco issued a press release announcing its Q2 2026 earnings conference call scheduled for July 29, 2026. The filing co
PRESS-RELEASE — Impact 2/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
340,450 shares ($141.9M)
Jun 30, 2026 Inst.
Jun 2, 2026 Press GOLDMAN SACHS GROUP INC — TRIM
333,871 shares ($139.1M)
Watsco closed its acquisition of Jackson Supply Company, a Sunbelt HVAC distributor with $230M in 2025 sales, adding 25
Impact 6/10
May 6, 2026 Event
Apr 28, 2026 Press 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,
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
Analyst ratings buy % -64.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
9% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 17, 2026 | Stephens & Co. | REITERATE | Overweight | 54% |
| Jul 30, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Jul 28, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 10, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jun 16, 2026 | DA Davidson | INITIATE | Neutral | 53% |
| Apr 29, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 0 | 14 | 5 | 2 | 9% | |
| Aug 1, 2026 | 2 | 0 | 14 | 5 | 2 | 9% | |
| Jul 1, 2026 | 2 | 0 | 14 | 5 | 2 | 9% | |
| 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% |
Price targets
Where 10 covering analysts think WSO trades over the next 12 months.
$379.20 +27.6% upside Strong Buy
Current$297.27 Low$330.00 Median$367.50 High$485.00 10 analysts
$330.00$485.00
Analyst rating Hold· 2.8/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 1 bearish, 0 mixed, 2 neutral · avg impact 4.5/10.Plus 3 press releases.
BEARISH8-K6/10
Watsco's Q2 2026 earnings missed consensus estimates, with EPS of $4.00 falling 8.9% below the $4.39
Jul 29, 2026
NEUTRALPRESS-RELEASE2/10
Watsco issued a press release announcing its Q2 2026 earnings conference call scheduled for July 29,
Jul 16, 2026
NEUTRALPRESS-RELEASE3/10
Watsco announced a conference call for its Q1 2026 earnings release on April 28, 2026, but did not d
Apr 10, 2026
BULLISHINST-CLUSTER7/10
Five major institutions, including sovereign wealth and quant funds, significantly increased positio
Feb 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
dividend
Watsco Declares $3.30 Quarterly Dividend
MIAMI, Oct. 01, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc.’s (NYSE: WSO) Board of Directors has declared a regular quarterly cash dividend of $3.30 on each
Sep 11, 2026
routine
Watsco to Present at the 14th Annual Morgan Stanley Laguna Conference on September 16, 2026 at 4:05 p.m. PDT
MIAMI, Sept. 11, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) announced today that Barry S. Logan, Executive Vice President, and Rick Gomez, Vice
Sep 11, 2026
ftd
FTD: WSO — 4,328 shares ($1.3M) failed to deliver
Settlement: 20260911, Price: $310.90, FTD Value: $1,345,575.2, WATSCO INC
Sep 10, 2026
ftd
FTD: WSO — 8,070 shares ($2.5M) failed to deliver
Settlement: 20260910, Price: $309.75, FTD Value: $2,499,682.5, WATSCO INC
Sep 9, 2026
ftd
FTD: WSO — 3,634 shares ($1.1M) failed to deliver
Settlement: 20260909, Price: $316.02, FTD Value: $1,148,416.68, WATSCO INC
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.12 | $3.89–$4.35 | 3.4% | -0.3% | 1↑ 3↓ | $2.2B | 10 |
| Next Q | $1.97 | $1.29–$2.30 | 17.1% | +1.2% | 2↑ 2↓ | $1.7B | 10 |
| Current FY | $12.18 | $11.15–$13.89 | -0.6% | -0.1% | 0↑ 4↓ | $7.6B | 12 |
| Next FY | $13.23 | $12.15–$15.83 | 8.7% | +0.0% | 0↑ 4↓ | $8.0B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.116 | — |
| 7d ago | $4.116 | — |
| 30d ago | $4.128 | -0.012 |
| 60d ago | $4.311 | -0.195 |
| 90d ago | $4.295 | -0.179 |
Institutional ownership
Which big funds own WSO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $12.6B total value (30,270,423 shares) as of 2026-Q2. Top holders: BlackRock,, Capital, Capital. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,192,919 | $1.7B | 13.9% | — |
| Capital International Investors | 3,485,525 | $1.5B | 11.5% | — |
| Capital Research Global Investors | 1,902,230 | $792.7M | 6.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,770,531 | $737.8M | 5.9% | — |
| FMR LLC | 1,705,273 | $710.6M | 5.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,579,210 | $658.1M | 5.2% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,459,768 | $607.9M | 4.8% | — |
| STATE STREET CORP | 1,323,011 | $551.3M | 4.4% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,134,361 | $472.7M | 3.7% | — |
| BAILLIE GIFFORD & CO | 1,129,536 | $470.7M | 3.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 340,450 | — | $141.9M |
| GOLDMAN SACHS GROUP INC | TRIM | 560,672 | 333,871 | -40.5% | $139.1M |
| PRINCIPAL FINANCIAL GROUP INC | ADD | 174,551 | 246,130 | +41.0% | $102.6M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 68,572 | 160,683 | +134.3% | $67.0M |
| BROWN ADVISORY INC | ADD | 102,900 | 151,676 | +47.4% | $63.2M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 216,400 | 151,160 | -30.1% | $63.0M |
| CITIGROUP INC | ADD | 85,452 | 139,518 | +63.3% | $58.1M |
| DEUTSCHE BANK AG\ | ADD | 63,877 | 92,175 | +44.3% | $38.4M |
| Swedbank AB | ADD | 58,214 | 87,004 | +49.5% | $36.3M |
| Giverny Capital Inc. | NEW | — | 65,975 | — | $27.5M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for WSO.
Shares short
4,002,277
Settlement Sep 15, 2026
Change vs prior
+1.5%
Semi-monthly cycle
Days to cover
9.6
At avg daily volume
Of shares outstanding
≈9.7%
Estimate — not % of float
All WSO filing & press-release reports (7)
- 8-K reportJul 29, 2026
- PRESS-RELEASE reportJul 16, 2026
- PRESS-RELEASE reportJun 2, 2026
- PRESS-RELEASE reportApr 28, 2026
- PRESS-RELEASE reportApr 10, 2026
- PRESS-RELEASE reportApr 1, 2026
- INST-CLUSTER reportFeb 28, 2026