William Blair Comments on Watsco’s Q2 Earnings (NYSE:WSO)

Watsco, Inc. (NYSE:WSOFree Report) – Equities research analysts at William Blair lifted their Q2 2025 EPS estimates for shares of Watsco in a report issued on Wednesday, January 15th. William Blair analyst R. Merkel now expects that the construction company will post earnings per share of $5.12 for the quarter, up from their prior forecast of $5.07. The consensus estimate for Watsco’s current full-year earnings is $12.97 per share. William Blair also issued estimates for Watsco’s Q3 2025 earnings at $5.07 EPS, Q4 2025 earnings at $2.44 EPS and FY2026 earnings at $16.59 EPS.

Several other analysts have also recently commented on the stock. Raymond James started coverage on shares of Watsco in a research note on Friday. They issued a “market perform” rating for the company. Robert W. Baird lowered their price objective on Watsco from $550.00 to $540.00 and set an “outperform” rating for the company in a research report on Thursday, October 24th. Finally, Northcoast Research began coverage on Watsco in a research report on Friday, November 22nd. They set a “neutral” rating on the stock. Three research analysts have rated the stock with a hold rating and two have issued a buy rating to the company’s stock. According to MarketBeat.com, Watsco has a consensus rating of “Hold” and an average target price of $488.33.

Check Out Our Latest Research Report on WSO

Watsco Trading Up 1.2 %

NYSE:WSO opened at $496.92 on Friday. Watsco has a 12-month low of $373.33 and a 12-month high of $571.41. The firm has a market cap of $20.07 billion, a price-to-earnings ratio of 38.40 and a beta of 0.95. The company’s 50-day moving average is $508.48 and its two-hundred day moving average is $492.42.

Watsco (NYSE:WSOGet Free Report) last released its quarterly earnings results on Wednesday, October 23rd. The construction company reported $4.22 earnings per share for the quarter, missing analysts’ consensus estimates of $4.73 by ($0.51). The company had revenue of $2.16 billion during the quarter, compared to analyst estimates of $2.24 billion. Watsco had a return on equity of 17.77% and a net margin of 6.99%. The business’s revenue was up 1.6% compared to the same quarter last year. During the same period last year, the firm earned $4.35 earnings per share.

Watsco Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 31st. Investors of record on Friday, January 17th will be given a dividend of $2.70 per share. This represents a $10.80 dividend on an annualized basis and a yield of 2.17%. The ex-dividend date of this dividend is Friday, January 17th. Watsco’s dividend payout ratio (DPR) is presently 83.46%.

Insider Activity at Watsco

In other Watsco news, EVP Barry S. Logan sold 10,998 shares of the firm’s stock in a transaction dated Wednesday, December 18th. The stock was sold at an average price of $508.21, for a total value of $5,589,293.58. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 12.86% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Watsco

Several hedge funds have recently modified their holdings of the stock. Endeavor Private Wealth Inc. purchased a new stake in Watsco during the 4th quarter worth $148,000. Mutual Advisors LLC grew its stake in shares of Watsco by 15.4% during the fourth quarter. Mutual Advisors LLC now owns 855 shares of the construction company’s stock valued at $420,000 after acquiring an additional 114 shares in the last quarter. Janney Montgomery Scott LLC purchased a new stake in shares of Watsco during the fourth quarter worth about $10,446,000. Simon Quick Advisors LLC lifted its stake in shares of Watsco by 15.6% in the fourth quarter. Simon Quick Advisors LLC now owns 808 shares of the construction company’s stock worth $383,000 after acquiring an additional 109 shares in the last quarter. Finally, MCF Advisors LLC boosted its holdings in Watsco by 30.4% in the fourth quarter. MCF Advisors LLC now owns 150 shares of the construction company’s stock valued at $71,000 after purchasing an additional 35 shares during the last quarter. 89.71% of the stock is currently owned by hedge funds and other institutional investors.

Watsco Company Profile

(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.

See Also

Earnings History and Estimates for Watsco (NYSE:WSO)

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