Watsco Inc. (WSO)

Sector:
INDUSTRIALS
Industry:
COMMERCIAL SERVICES & SUPPLIES
SIC:
WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES
CEO:
Albert H. Nahmad
Employees:
5,200
2665 S BAYSHORE DR, STE 901, COCONUT GROVE, FL 33133
305-714-4100

Watsco, Inc. engages in distribution of air conditioning, heating and refrigeration equipment and related parts. Its products include residential central air conditioners, gas, electric and oil furnaces, commercial air conditioning and heating equipment and systems, and other specialized equipment; parts, including replacement compressors, evaporator coils, motors and other component parts; and supplies, including thermostats, insulation material, refrigerants, ductwork, grills, registers, sheet metal, tools, copper tubing, concrete pads, tape, adhesives, and other ancillary supplies. The company was founded by William Wagner in 1956 and is headquartered in Miami, FL.

Data derived from most recent annual or quarterly report
Market Cap 9.665 Billion Shares Outstanding33.026 Million Avg 30-day Volume 128.351 Thousand
P/E Ratio33.8169 Dividend Yield2.7607 EPS2.77
Price to Revenue1.9194 Debt to Equity0.1043 EBITDA459.327 Million
Price to Book Value6.6701 Operating Margin8.3544 Enterprise Value10.244 Billion
Current Ratio2.688 EPS Growth0.211 Quick Ratio1.094
1 Yr BETA 0.8917 52-week High/Low 316.94 / 226.86 Profit Margin6.8119
Operating Cash Flow Growth40.0626 Altman Z-Score9.92 Free Cash Flow to Firm 405.819 Million
View SEC Filings from WSO instead.

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Funds Holding WSO (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding WSO BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

NAHMAD ALBERT H CHAIRMAN AND CEO

  • Officer
  • Director
4,461,657 2022-01-11 4

NAHMAD AARON J PRESIDENT

  • Officer
  • Director
269,894 2022-01-11 4

ALVAREZ CESAR L

  • Director
11,500 2021-12-31 1

MENENDEZ ANA M CFO / TREASURER

  • Officer
115,316 2021-12-31 2

LOGAN BARRY S EXECUTIVE VICE PRESIDENT

  • Officer
228,210 2021-12-31 4

MOSS BOB L

  • Director
39,200 2021-12-31 1

DICKINS DENISE

  • Director
31,111 2021-12-31 2

KEELEY BRIAN E.

  • Director
18,793 2021-12-31 1

RUBIN STEVEN

  • Director
7,193 2021-12-31 2

CUSTER JOHN MICHAEL

  • Director
7,500 2021-12-31 1

MACDONALD JOHN ALEXANDER

  • Director
3,000 2021-12-31 3

SAPE GEORGE

  • Director
7,471 2020-12-31 0

RUSH STEPHEN F. EVP AND COO

  • Officer
852 2020-03-09 0

WATSCO INC

  • Director
0 2018-06-04 0

EPSTEIN JASON

  • Director
0 2018-06-04 0

DARNELL DAVID C.

  • Director
5,754 2017-12-31 0

UNITED TECHNOLOGIES CORP /DE/

  • 10% Owner
No longer subject to file 2017-02-28 0

FEDRIZZI STEVEN R

  • Director
2,210 2016-12-31 0

MANLEY PAUL F

  • Director
6,248 2015-12-31 0

JOHNSTON PAUL W VICE PRESIDENT

  • Officer
49,561 2013-08-16 0

BERNER ROBERT L III

  • Director
1,000 2010-12-31 0

TAPELLA GARY L

  • Director
20,449 2010-12-31 0

JOSEPH FREDERICK H

  • Director
10,000 2008-12-31 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

NAHMAD ALBERT H - Director - Officer CHAIRMAN AND CEO

2022-01-13 17:24:28 -0500 2022-01-11 A 32,592 $306.82 a 75,501 direct

NAHMAD AARON J - Director - Officer PRESIDENT

2022-01-13 17:23:20 -0500 2022-01-11 A 7,224 $314.00 a 7,224 direct

NAHMAD AARON J - Director - Officer PRESIDENT

2022-01-13 17:23:20 -0500 2022-01-11 A 24,444 $306.82 a 196,096 direct

DICKINS DENISE - Director

2022-01-13 17:07:00 -0500 2021-12-06 G 70 d 11,611 direct -1.7279 0.0 1 -1.7279 2

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
WATSCO INC WSO 2022-01-19 22:15:03 UTC -0.212 0.282 450000
WATSCO INC WSO 2022-01-19 21:45:03 UTC -0.212 0.282 450000
WATSCO INC WSO 2022-01-19 21:15:04 UTC -0.212 0.282 450000
WATSCO INC WSO 2022-01-19 20:45:03 UTC -0.2117 0.2817 450000
WATSCO INC WSO 2022-01-19 20:15:03 UTC -0.2117 0.2817 450000
WATSCO INC WSO 2022-01-19 19:45:03 UTC -0.2117 0.2817 450000
WATSCO INC WSO 2022-01-19 19:15:03 UTC -0.2117 0.2817 450000
WATSCO INC WSO 2022-01-19 18:45:03 UTC -0.2117 0.2817 450000
WATSCO INC WSO 2022-01-19 18:15:03 UTC -0.2117 0.2817 450000
WATSCO INC WSO 2022-01-19 17:45:03 UTC -0.2117 0.2817 450000
WATSCO INC WSO 2022-01-19 17:15:04 UTC -0.2117 0.2817 450000
WATSCO INC WSO 2022-01-19 16:45:03 UTC -0.2109 0.2809 450000
WATSCO INC WSO 2022-01-19 16:15:03 UTC -0.2109 0.2809 450000
WATSCO INC WSO 2022-01-19 15:45:03 UTC -0.2109 0.2809 450000
WATSCO INC WSO 2022-01-19 15:15:03 UTC -0.2109 0.2809 450000
WATSCO INC WSO 2022-01-19 14:45:03 UTC -0.18 0.25 450000
WATSCO INC WSO 2022-01-19 14:15:03 UTC -0.18 0.25 450000
WATSCO INC WSO 2022-01-19 13:45:03 UTC -0.18 0.25 450000
WATSCO INC WSO 2022-01-19 13:15:03 UTC -0.18 0.25 450000
WATSCO INC WSO 2022-01-19 12:45:03 UTC -0.18 0.25 450000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

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