Rep. Lisa C. McClain Sells Watsco, Inc. (NYSE:WSO) Stock

Key Points

• Representative Lisa C. McClain sold shares of Watsco, Inc. for between $1,001 and $15,000 on August 13th, according to a filing disclosed on September 12th.
• Watsco's recent earnings report showed a missed analyst estimate with earnings of $4.52 per share, compared to the expected $4.84, and revenue down 3.6% year-over-year.
• Analysts currently hold a consensus rating of "Hold" on Watsco stock, with an average price target of $484.17.

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 Performance

Shares of NYSE WSO traded up $5.68 during midday trading on Friday, hitting $389.93. The company's stock had a trading volume of 634,248 shares, compared to its average volume of 401,385. Watsco, Inc. has a 1-year low of $378.35 and a 1-year high of $571.41. The firm's fifty day moving average price is $425.83 and its 200-day moving average price is $456.22. The firm has a market cap of $15.81 billion, a P/E ratio of 29.90 and a beta of 0.95.

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

Watsco Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, July 31st. Stockholders of record on Wednesday, July 16th were issued a $3.00 dividend. The ex-dividend date of this dividend was Wednesday, July 16th. This represents a $12.00 annualized dividend and a dividend yield of 3.1%. Watsco's payout ratio is 92.02%.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. Kayne Anderson Rudnick Investment Management LLC boosted its holdings in Watsco by 0.5% in the first quarter. Kayne Anderson Rudnick Investment Management LLC now owns 1,557,610 shares of the construction company's stock worth $791,734,000 after purchasing an additional 7,760 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its stake in shares of Watsco by 2.2% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 1,485,996 shares of the construction company's stock worth $656,036,000 after acquiring an additional 31,484 shares in the last quarter. Blair William & Co. IL increased its holdings in shares of Watsco by 5.7% during the 1st quarter. Blair William & Co. IL now owns 814,712 shares of the construction company's stock valued at $414,118,000 after acquiring an additional 43,776 shares during the last quarter. JPMorgan Chase & Co. raised its stake in shares of Watsco by 4.0% in the 1st quarter. JPMorgan Chase & Co. now owns 496,428 shares of the construction company's stock valued at $252,335,000 after acquiring an additional 18,958 shares in the last quarter. Finally, GAMMA Investing LLC lifted its holdings in Watsco by 89,376.0% in the 1st quarter. GAMMA Investing LLC now owns 477,802 shares of the construction company's stock worth $242,867,000 after purchasing an additional 477,268 shares during the last quarter. Institutional investors and hedge funds own 89.71% of the company's stock.

Wall Street Analyst Weigh In

WSO has been the topic of a number of research reports. JPMorgan Chase & Co. boosted their price objective on Watsco from $445.00 to $460.00 and gave the stock a "neutral" rating in a research note on Tuesday, May 27th. UBS Group reduced their price objective on shares of Watsco from $455.00 to $450.00 and set a "neutral" rating for the company in a research report on Wednesday, June 25th. Finally, Morgan Stanley set a $505.00 target price on shares of Watsco in a report on Wednesday, July 2nd. One research analyst has rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus 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.

About Watsco

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.