Watsco Inc. (WSO)

Sector:
INDUSTRIALS
Industry:
COMMERCIAL SERVICES & SUPPLIES
SIC:
WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES
CEO:
Albert H. Nahmad
Employees:
7,280
2665 S BAYSHORE DR, STE 901, COCONUT GROVE, FL 33133
305-714-4100

Watsco, Inc. distributes air conditioning, heating, refrigeration equipment, and related parts and supplies. The company operates from 671 locations in the United States, Canada, Mexico, and Puerto Rico, as well as exports its products to Latin America and the Caribbean.

Data derived from most recent annual or quarterly report
Market Cap 14.857 Billion Shares Outstanding38.87 Million Avg 30-day Volume 227.845 Thousand
P/E Ratio24.9969 Dividend Yield2.5446 EPS4.04
Price to Revenue2.036 Debt to Equity0.1834 EBITDA835.624 Million
Price to Book Value6.6478 Operating Margin11.0438 Enterprise Value15.403 Billion
Current Ratio3.076 EPS Growth0.088 Quick Ratio1.267
1 Yr BETA 1.2235 52-week High/Low 403.48 / 236.23 Profit Margin9.5504
Operating Cash Flow Growth22.5452 Free Cash Flow to Firm (FCFF) TTM 232.567 Million Free Cash Flow to Equity (FCFE) TTM663.506 Million
Altman Z-Score9.8751
Earnings Report2024-02-15
View SEC Filings from WSO instead.

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Watsco Inc. YCharts
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SEC Web Site SEC DEF 14A Filings

Funds Holding WSO (via 13F filings)

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Mutual Funds Holding WSO

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Active Schedule 13D and 13G filings

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-08-03 by CUSTER JOHN MICHAEL
  • 4: filed on 2023-06-08 by CUSTER JOHN MICHAEL
  • 4: filed on 2023-06-07 by NAHMAD ALBERT H
  • 3: filed on 2023-06-06 by LOPEZ-BLAZQUEZ ANA
  • 4: filed on 2023-05-24 by ALVAREZ CESAR L
  • 4: filed on 2023-03-15 by MENENDEZ ANA M
  • 4: filed on 2023-03-15 by LOGAN BARRY S
  • 4: filed on 2023-03-15 by NAHMAD AARON J
  • 4: filed on 2023-03-15 by NAHMAD ALBERT H
  • 4: filed on 2023-03-06 by DICKINS DENISE

    • Events (8k)

  • 8-K/A: filed on 2023-10-19:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2023-10-19:
    Item 2.02: Results of Operations and Financial Condition
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-09-05:
    Item 3.02: Unregistered Sales of Equity Securities
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-08-01:
    Item 2.02: Results of Operations and Financial Condition
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-06-08:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2023-05-10:
    Item 4.01: Changes in Registrant's Certifying Accountant
  • 8-K: filed on 2023-04-24:
    Item 4.01: Changes in Registrant's Certifying Accountant
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-04-20:
    Item 2.02: Results of Operations and Financial Condition
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-03-22:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 1.01: Entry into a Material Definitive Agreement
    Item 1.02: Termination of a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 2.04: Triggering Events That Accelerate or Increase a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-02-16:
    Item 2.02: Results of Operations and Financial Condition
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits

    • Proposed Sales (Form 144)

  • 144: filed on 2023-05-22:

    • Proxy

    Prospectus

    All

    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

    CUSTER JOHN MICHAEL

    • Director
    		 4,086 2023-08-01 4

    NAHMAD ALBERT H CHAIRMAN AND CEO

    • Officer
    • Director
    		 30 2023-06-05 4

    LOPEZ-BLAZQUEZ ANA

    • Director
    		 0 2023-06-05 1

    ALVAREZ CESAR L

    • Director
    		 0 2023-05-22 2

    MENENDEZ ANA M CFO / TREASURER

    • Officer
    		 70,465 2023-03-13 2

    LOGAN BARRY S EXECUTIVE VICE PRESIDENT

    • Officer
    		 115,226 2023-03-13 2

    NAHMAD AARON J PRESIDENT

    • Officer
    • Director
    		 3,022 2023-03-13 4

    DICKINS DENISE

    • Director
    		 13,985 2023-02-27 2

    MOSS BOB L

    • Director
    		 39,200 2022-12-31 1

    RUBIN STEVEN

    • Director
    		 12,193 2022-12-31 1

    MACDONALD JOHN ALEXANDER

    • Director
    		 8,000 2022-12-31 1

    SCHIMEL VALERIE

    • Director
    		 71,088 2022-12-31 1

    KEELEY BRIAN E.

    • Director
    		 7,823 2022-03-23 0

    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

    WEISER SHERWOOD M

    • Director
    		 24,000 2006-12-31 0

    LOPEZ VICTOR

    • Director
    		 15,000 2006-12-31 0

    DICKINSON ROBERT H

    • Director
    		 58,739 2006-04-27 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
    No current insider transactions

    * -

    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 2023-12-01 15:15:05 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-12-01 14:45:03 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-12-01 14:15:04 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-12-01 13:45:04 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-12-01 13:15:04 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-12-01 12:45:04 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-11-30 22:15:04 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-11-30 21:45:04 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-11-30 21:15:05 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-11-30 20:45:05 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-11-30 20:16:16 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-11-30 19:45:03 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-11-30 19:15:04 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-11-30 18:45:04 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-11-30 18:15:04 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-11-30 17:45:04 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-11-30 17:15:04 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-11-30 16:45:03 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-11-30 16:15:04 UTC 5.07 0.25 150000
    WATSCO INC WSO 2023-11-30 15:45:04 UTC 5.07 0.25 150000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    Saba Capital Income & Opportunities Fund- Saba Capital Income & Opportunities Fund WSO -110.0 shares, $-41600.9 2023-07-31 N-PORT
    Nuveen Investment Trust II- Nuveen Equity Long/Short Fund WSO -950.0 shares, $-346322.5 2023-08-31 N-PORT
    GMO TRUST- GMO Strategic Opportunities Allocation Fund WSO -424.0 shares, $-154569.2 2023-08-31 N-PORT
    GMO TRUST- GMO Alternative Allocation Fund WSO -783.0 shares, $-285442.65 2023-08-31 N-PORT
    GMO TRUST- GMO Benchmark-Free Fund WSO -2873.0 shares, $-1047352.15 2023-08-31 N-PORT
    GMO TRUST- GMO Implementation Fund WSO -10039.0 shares, $-3659717.45 2023-08-31 N-PORT
    Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund WSO -200.0 shares, $-75544.0 2023-09-30 N-PORT
    AQR Funds- AQR Alternative Risk Premia Fund WSO -544.0 shares, $-205479.68 2023-09-30 N-PORT
    AQR Funds- AQR Multi-Asset Fund WSO -414.0 shares, $-156376.08 2023-09-30 N-PORT
    AB CAP FUND, INC.- AB Select US Long/Short Portfolio WSO -2892.0 shares, $-1092366.24 2023-09-30 N-PORT
    TIFF INVESTMENT PROGRAM- TIFF Multi-Asset Fund WSO -2255.0 shares, $-851758.6 2023-09-30 N-PORT
    VELA Funds- VELA LARGE CAP PLUS FUND WSO -429.0 shares, $-162041.88 2023-09-30 N-PORT

    Congressional Transactions Past 6-Months

    To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***
    Congress Person Party Chamber Filing Filing Date Transaction Date Security Type Owner Transaction Amount
    Hon. Lois Frankel House Filing 2023-10-06 2023-09-08 S $1,001-$15,000
    Hon. Lois Frankel House Filing 2023-07-21 2023-06-28 SP $1,001-$15,000
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