Watsco (NYSE:WSO) Stock Acquired Rep. Lisa C. McClain

Key Points

• Rep. Lisa C. McClain purchased shares of Watsco, Inc. (NYSE:WSO) valued between $1,001 and $15,000 on June 17th, as disclosed in a filing on August 13th.
• Watsco's recent earnings report showed EPS of $4.52, missing the estimated $4.84, with revenue down 3.6% year-over-year.
• The company announced a quarterly dividend of $3.00 per share, reflecting a 2.9% yield and a payout ratio of 92.02%.

Representative Lisa C. McClain (R-Michigan) recently bought shares of Watsco, Inc. NYSE: WSO. In a filing disclosed on August 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Watsco stock on June 17th. The trade occurred in the Representative's "CHARLES SCHWAB BROKERAGE ACCOUNT 924" account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of Autoliv NYSE: ALV on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Amazon.com NASDAQ: AMZN on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Applied Materials NASDAQ: AMAT on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Arthur J. Gallagher & Co. NYSE: AJG on 8/4/2025.
• Sold $1,001 - $15,000 in shares of SAP NYSE: SAP on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of XPO NYSE: XPO on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of Lithia Motors NYSE: LAD on 7/22/2025.
• Sold $1,001 - $15,000 in shares of Sanofi NASDAQ: SNY on 7/22/2025.
• Sold $1,001 - $15,000 in shares of Waters NYSE: WAT on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of Group 1 Automotive NYSE: GPI on 7/22/2025.

Watsco Stock Down 2.0%

WSO stock traded down $8.2550 during mid-day trading on Monday, hitting $407.5450. The company had a trading volume of 266,409 shares, compared to its average volume of 302,334. The company has a market capitalization of $16.52 billion, a price-to-earnings ratio of 31.25 and a beta of 0.95. Watsco, Inc. has a 12-month low of $397.73 and a 12-month high of $571.41. The company has a 50-day moving average price of $444.46 and a 200 day moving average price of $469.29.

Watsco (NYSE:WSO - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The construction company reported $4.52 EPS for the quarter, missing the consensus estimate of $4.84 by ($0.32). The company had revenue of $2.06 billion during the quarter, compared to analysts' expectations of $2.24 billion. Watsco had a return on equity of 16.96% and a net margin of 7.08%.The firm's revenue for the quarter was down 3.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.49 EPS. As a group, analysts expect that Watsco, Inc. will post 14.62 EPS for the current year.

Watsco Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, July 31st. Shareholders of record on Wednesday, July 16th were paid a $3.00 dividend. The ex-dividend date was Wednesday, July 16th. This represents a $12.00 annualized dividend and a yield of 2.9%. Watsco's payout ratio is presently 92.02%.

Institutional Investors Weigh In On Watsco

Hedge funds and other institutional investors have recently bought and sold shares of the company. Centennial Wealth Advisory LLC boosted its stake in shares of Watsco by 2.9% during the 1st quarter. Centennial Wealth Advisory LLC now owns 776 shares of the construction company's stock worth $395,000 after purchasing an additional 22 shares during the last quarter. Trust Co. of Vermont boosted its stake in shares of Watsco by 10.2% during the 2nd quarter. Trust Co. of Vermont now owns 238 shares of the construction company's stock worth $105,000 after purchasing an additional 22 shares during the last quarter. Cary Street Partners Financial LLC boosted its stake in shares of Watsco by 2.2% during the 1st quarter. Cary Street Partners Financial LLC now owns 1,073 shares of the construction company's stock worth $545,000 after purchasing an additional 23 shares during the last quarter. Freedom Investment Management Inc. boosted its stake in shares of Watsco by 4.8% during the 1st quarter. Freedom Investment Management Inc. now owns 504 shares of the construction company's stock worth $256,000 after purchasing an additional 23 shares during the last quarter. Finally, Valeo Financial Advisors LLC boosted its stake in shares of Watsco by 2.3% during the 1st quarter. Valeo Financial Advisors LLC now owns 1,056 shares of the construction company's stock worth $537,000 after purchasing an additional 24 shares during the last quarter. Hedge funds and other institutional investors own 89.71% of the company's stock.

Analyst Ratings Changes

Several analysts have recently issued reports on the stock. UBS Group decreased their target price on shares of Watsco from $455.00 to $450.00 and set a "neutral" rating on the stock in a research report on Wednesday, June 25th. Morgan Stanley set a $505.00 price objective on shares of Watsco in a research note on Wednesday, July 2nd. Wall Street Zen upgraded shares of Watsco from a "sell" rating to a "hold" rating in a research note on Friday, May 9th. Finally, JPMorgan Chase & Co. increased their price objective on shares of Watsco from $445.00 to $460.00 and gave the company a "neutral" rating in a research note on Tuesday, May 27th. One analyst has rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, Watsco currently has an average rating of "Hold" and an average price target of $484.17.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan's 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027. McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan's 9th Congressional District. She declared candidacy for the 2026 election. Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor's degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

Watsco Company Profile

Watsco, Inc, together with its subsidiaries, engages in the distribution of air conditioning, heating, refrigeration equipment, and related parts and supplies in the United States and internationally. The company distributes equipment, including residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment.