Representative Lisa C. McClain (R-Michigan) recently sold shares of Watsco, Inc. NYSE: WSO. In a filing disclosed on September 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in Watsco stock on August 13th. 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 $50,001 - $100,000 in shares of Taiwan Semiconductor Manufacturing NYSE: TSM on 8/28/2025.
- Purchased $1,001 - $15,000 in shares of ACI Worldwide NASDAQ: ACIW on 8/19/2025.
- Purchased $1,001 - $15,000 in shares of HCA Healthcare NYSE: HCA on 8/19/2025.
- Sold $1,001 - $15,000 in shares of Amedisys NASDAQ: AMED on 8/18/2025.
- Purchased $1,001 - $15,000 in shares of Kite Realty Group Trust NYSE: KRG on 8/13/2025.
- Sold $1,001 - $15,000 in shares of ServiceNow NYSE: NOW on 8/13/2025.
- Purchased $1,001 - $15,000 in shares of JD.com NASDAQ: JD on 8/13/2025.
- Sold $1,001 - $15,000 in shares of Trade Desk NASDAQ: TTD on 8/13/2025.
- Sold $1,001 - $15,000 in shares of US Foods NYSE: USFD on 8/13/2025.
- Purchased $1,001 - $15,000 in shares of Agree Realty NYSE: ADC on 8/13/2025.
Watsco Stock Down 0.1%
Watsco stock traded down $0.24 during midday trading on Thursday, hitting $387.29. 130,745 shares of the stock were exchanged, compared to its average volume of 314,140. Watsco, Inc. has a 52-week low of $378.35 and a 52-week high of $571.41. The stock has a market capitalization of $15.70 billion, a price-to-earnings ratio of 29.69 and a beta of 0.95. The business's 50-day moving average price is $429.32 and its 200-day moving average price is $457.99.
Watsco (NYSE:WSO - Get Free Report) last released its quarterly earnings results on Wednesday, July 30th. The construction company reported $4.52 earnings per share for the quarter, missing the consensus estimate of $4.84 by ($0.32). The firm had revenue of $2.06 billion for 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 last year, the firm posted $4.49 earnings per share. On average, sell-side analysts predict that Watsco, Inc. will post 14.62 earnings per share for the current fiscal year.
Watsco Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Thursday, July 31st. Investors of record on Wednesday, July 16th were issued a dividend of $3.00 per share. The ex-dividend date was Wednesday, July 16th. This represents a $12.00 annualized dividend and a yield of 3.1%. Watsco's payout ratio is 92.02%.
Institutional Investors Weigh In On Watsco
A number of institutional investors have recently made changes to their positions in WSO. Centennial Wealth Advisory LLC raised its holdings in Watsco by 2.9% in 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 in the last quarter. Trust Co. of Vermont raised its holdings in Watsco by 10.2% in 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 in the last quarter. Cary Street Partners Financial LLC raised its holdings in Watsco by 2.2% in 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 in the last quarter. Freedom Investment Management Inc. raised its holdings in Watsco by 4.8% in 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 in the last quarter. Finally, Valeo Financial Advisors LLC raised its holdings in Watsco by 2.3% in 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 in the last quarter. Hedge funds and other institutional investors own 89.71% of the company's stock.
Analyst Ratings Changes
Several brokerages have commented on WSO. Morgan Stanley set a $505.00 price objective on shares of Watsco in a research report on Wednesday, July 2nd. UBS Group lowered their price objective 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. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Watsco from $445.00 to $460.00 and gave the stock a "neutral" rating in a research report on Tuesday, May 27th. One analyst has rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Hold" and an average price target of $484.17.
Check Out Our Latest Research Report on Watsco
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.
About Watsco
(
Get Free Report)
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.
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