Research Analysts Offer Predictions for Watsco Q2 Earnings

Watsco, Inc. (NYSE:WSO) – Zacks Research raised their Q2 2025 earnings estimates for Watsco in a report released on Tuesday, March 11th. Zacks Research analyst R. Department now expects that the construction company will earn $4.78 per share for the quarter, up from their previous estimate of $4.75. The consensus estimate for Watsco’s current full-year earnings is $14.62 per share. Zacks Research also issued estimates for Watsco’s Q4 2025 earnings at $2.51 EPS, Q1 2026 earnings at $2.48 EPS, Q2 2026 earnings at $5.29 EPS and FY2027 earnings at $17.26 EPS.

Watsco (NYSE:WSO) last issued its quarterly earnings data on Tuesday, February 18th. The construction company reported $2.37 EPS for the quarter, beating the consensus estimate of $2.13 by $0.24. The firm had revenue of $1.75 billion during the quarter, compared to the consensus estimate of $1.67 billion. Watsco had a net margin of 7.04% and a return on equity of 17.59%.

WSO has been the topic of several other research reports. Robert W. Baird boosted their price target on shares of Watsco from $540.00 to $560.00 and gave the company an “outperform” rating in a research report on Wednesday, February 19th. Loop Capital boosted their price target on shares of Watsco from $450.00 to $460.00 and gave the company a “hold” rating in a research report on Thursday, February 27th. Raymond James started coverage on shares of Watsco in a research report on Friday, January 17th. They set a “market perform” rating on the stock. Finally, Northcoast Research started coverage on shares of Watsco in a report on Friday, November 22nd. They issued a “neutral” rating on the stock. Four research analysts have rated the stock with a hold rating and two have issued a buy rating to the company. According to data from MarketBeat.com, Watsco presently has a consensus rating of “Hold” and a consensus target price of $486.25.

Watsco Price Performance

Shares of NYSE WSO opened at $490.82 on Thursday. Watsco has a 1 year low of $393.88 and a 1 year high of $571.41. The company’s 50-day moving average is $488.48 and its 200 day moving average is $494.83. The stock has a market capitalization of $19.83 billion, a P/E ratio of 37.04 and a beta of 0.92.

Watsco Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, January 31st. Investors of record on Friday, January 17th were issued a dividend of $2.70 per share. The ex-dividend date was Friday, January 17th. This represents a $10.80 annualized dividend and a yield of 2.20%. Watsco’s payout ratio is 81.51%.

Insider Activity at Watsco

In related news, EVP Barry S. Logan sold 10,998 shares of the company’s stock in a transaction dated Wednesday, December 18th. The shares were sold at an average price of $508.21, for a total transaction of $5,589,293.58. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 12.86% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Watsco

Several large investors have recently added to or reduced their stakes in WSO. Rialto Wealth Management LLC purchased a new stake in Watsco in the 4th quarter valued at about $31,000. Wingate Wealth Advisors Inc. purchased a new stake in Watsco in the 4th quarter valued at about $36,000. Ashton Thomas Securities LLC purchased a new stake in Watsco in the 3rd quarter valued at about $43,000. Quarry LP boosted its position in Watsco by 57.9% in the 3rd quarter. Quarry LP now owns 90 shares of the construction company’s stock valued at $44,000 after buying an additional 33 shares during the period. Finally, Brooklyn Investment Group purchased a new stake in Watsco in the 3rd quarter valued at about $48,000. 89.71% of the stock is owned by hedge funds and other institutional investors.

Watsco Company Profile

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.