Drucker Wealth 3.0 LLC Takes $486,000 Position in Watsco, Inc. $WSO

Drucker Wealth 3.0 LLC purchased a new stake in Watsco, Inc. (NYSE:WSO) during the third quarter, HoldingsChannel.com reports. The firm purchased 1,203 shares of the construction company’s stock, valued at approximately $486,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. TD Waterhouse Canada Inc. boosted its position in shares of Watsco by 242.9% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 72 shares of the construction company’s stock worth $33,000 after purchasing an additional 51 shares in the last quarter. SJS Investment Consulting Inc. increased its holdings in shares of Watsco by 2,366.7% in the 3rd quarter. SJS Investment Consulting Inc. now owns 74 shares of the construction company’s stock valued at $30,000 after purchasing an additional 71 shares in the last quarter. Chilton Capital Management LLC acquired a new stake in shares of Watsco in the second quarter valued at about $34,000. TruNorth Capital Management LLC purchased a new stake in Watsco during the third quarter worth about $37,000. Finally, Capital A Wealth Management LLC grew its position in Watsco by 4,700.0% during the second quarter. Capital A Wealth Management LLC now owns 96 shares of the construction company’s stock worth $41,000 after buying an additional 94 shares during the period. Institutional investors and hedge funds own 89.71% of the company’s stock.

Analysts Set New Price Targets

WSO has been the topic of a number of research reports. JPMorgan Chase & Co. increased their price objective on shares of Watsco from $360.00 to $370.00 and gave the company a “neutral” rating in a research note on Friday, January 16th. Mizuho set a $425.00 price target on Watsco in a report on Wednesday. Weiss Ratings restated a “hold (c)” rating on shares of Watsco in a research report on Thursday, October 30th. UBS Group started coverage on Watsco in a research report on Monday, January 5th. They set a “neutral” rating and a $370.00 price objective for the company. Finally, Wolfe Research set a $349.00 target price on shares of Watsco in a report on Tuesday, December 9th. One analyst has rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Watsco has an average rating of “Hold” and a consensus target price of $412.00.

Key Headlines Impacting Watsco

Here are the key news stories impacting Watsco this week:

• Positive Sentiment: Board approved a 10% increase in the annual dividend to $13.20 per share, reflecting strong cash flow and management confidence — supports yield and signals shareholder-friendly capital allocation. Watsco Boosts Annual Dividend 10% to $13.20 Per Share
• Positive Sentiment: Management reported record fourth-quarter cash flow, achieved inventory reduction targets and posted record full‑year gross margin — these operational improvements strengthen the balance sheet and cash generation profile. Watsco Reports Record Full-Year Gross Margin…
• Positive Sentiment: Company is pushing tech and AI initiatives (digital engagement, e‑commerce growth, and platform investment) to drive higher margins and contractor retention — management targets ~30% gross margin as A2L product transition stabilizes. Watsco outlines technology-driven margin expansion…
• Positive Sentiment: E‑commerce and digital engagement with contractors are highlighted as growth levers (large active user base), which can improve unit economics and customer stickiness over time. Watsco Inc (WSO) Q4 2025 Earnings Call Highlights…
• Neutral Sentiment: Analysts maintain a consensus “Hold” on WSO, signaling mixed expectations despite strong capital return actions and operational wins. Watsco Receives Consensus Recommendation of “Hold”
• Negative Sentiment: Q4 EPS of $1.68 missed the $1.94 consensus and declined versus prior-year $2.37, indicating near-term earnings pressure. Watsco (WSO) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Revenue of $1.58B missed expectations (~$1.62B) and was down ~9.9% year‑over‑year, underscoring demand weakness that could pressure near‑term growth and margins. Watsco misses Q4 CY2025 sales expectations

Watsco Stock Down 0.7%

WSO stock opened at $420.00 on Thursday. The stock has a market capitalization of $17.04 billion, a price-to-earnings ratio of 34.68 and a beta of 1.04. Watsco, Inc. has a 52-week low of $323.05 and a 52-week high of $533.07. The stock’s fifty day simple moving average is $375.97 and its 200-day simple moving average is $378.71.

Watsco (NYSE:WSO) last released its earnings results on Tuesday, February 17th. The construction company reported $1.68 EPS for the quarter, missing the consensus estimate of $1.94 by ($0.26). Watsco had a net margin of 6.87% and a return on equity of 15.49%. The business had revenue of $1.58 billion during the quarter, compared to analyst estimates of $1.62 billion. During the same quarter in the previous year, the company posted $2.37 earnings per share. The business’s revenue for the quarter was down 9.9% compared to the same quarter last year. As a group, analysts anticipate that Watsco, Inc. will post 14.62 earnings per share for the current fiscal year.

Watsco Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Friday, January 16th were issued a dividend of $3.00 per share. This represents a $12.00 annualized dividend and a dividend yield of 2.9%. The ex-dividend date was Friday, January 16th. Watsco’s dividend payout ratio is presently 93.75%.

Watsco Profile

Watsco, Inc is the largest distributor of heating, ventilation, air conditioning and refrigeration (HVAC/R) equipment, parts and supplies in the United States. Headquartered in Miami, Florida, the company operates a network of more than 600 branches across the continental U.S., Canada and Puerto Rico. Watsco serves residential and commercial contractors by providing essential components for climate control systems, including air conditioners, furnaces, heat pumps, coils, refrigerants, controls and electrical and piping supplies.

Founded in 1947, Watsco has grown from a single regional distributor into an industry leader through a combination of organic expansion, acquisitions and strategic partnerships with original equipment manufacturers such as Carrier, Trane, Goodman and Lennox.