Watsco (WSO) Stock: Insider Trades, Congress & Funds

Smart money at a glance

Filings to Nov 13, 2026

No insider open-market trades in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersForm 4, 90 days: $0
CongressSTOCK Act, 180 days: None
Big funds13F, quarter ended Jun 30, 2026: 4 added, 1 cut
Federal contractsUSAspending.gov, 12 months: No awards

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

Unlock the full results

Questions about WSO filings

Are insiders buying or selling Watsco Inc (WSO) stock?

Neither. Watsco Inc (WSO) insiders filed no open-market purchases or sales in the 90 days to Nov 13, 2026, according to SEC Form 4 filings.

Which members of Congress have traded WSO recently?

None. No member of Congress disclosed a WSO trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this WSO smart-money data?

This summary uses filings available on Nov 13, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

13F: filed up to 45 days late.

Smart money on WSO

Lean long2 sources:
- Congress
- Funds

Top traders
No tracked positions at the last update
Insiders
No recent insider filings found
Congress
Lean long2 buys · 1 saleExecutive
Executive branch filings. Amounts are filing ranges, not prices, and filings can lag the trade.
Funds
Lean long2 added · 1 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Influencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about WSO filings

Are insiders buying or selling Watsco Inc (WSO) stock?

Neither. Watsco Inc (WSO) insiders filed no open-market purchases or sales in the 90 days to Nov 13, 2026, according to SEC Form 4 filings.

Which members of Congress have traded WSO recently?

None. No member of Congress disclosed a WSO trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this WSO smart-money data?

Funds

What funds are doing

5 moves · 6 mo

Buys/Adds$148.1MSells/Trims$69.3M

Buys/Adds (2)

FR
Francois Rochon
Q2 2026 13F
$27.5M
bought
Signals like this: n=3228, 54% finished lower at D15, median -0.8% vs SPY -0.4%
AQ
AQR
Q2 2026 13F
$22.0M
added
Signals like this: n=13773, 53% finished lower at D15, median -0.4% vs SPY -0.4%

Sells/Trims (1)

TS
Two Sigma
Q2 2026 13F
$69.3M
trimmed
Signals like this: n=7469, 53% finished lower at D15, median -0.5% vs SPY -0.4%

2 more moves

Pro opens all of them for $16.50/month, paid yearly.

Unlock all 2 moves

Unlock everything for $29/month

Unlock for $29/month

Reported Oct 27, 2026

Earnings came in 9.5% below what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Oct 27, 2026

Period ending

Sep 30, 2026

Earnings per share

$3.77-9.50% miss

$4.17 expected

Revenue

$2.22B

SEC filing

EPS: Yahoo Finance

Next report

What the street expects next

Estimates as of Nov 10, 2026

EPS expected

$1.88

$1.38 to $2.22

Revenue expected

$1.81B

10 analysts

Last 30 days

2up5down

Analysts cutting estimates

Estimate drift

0.09

Change in 30 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Sep 30, 2026Reported Oct 27, 2026	$3.77est. $4.17	-9.50%miss	$2.22BSEC filing	+7.4%from $2.07B
Jun 30, 2026Reported Jul 29, 2026	$4.00est. $4.40	-9.04%miss	$2.10BSEC filing	+2.1%from $2.06B
Mar 31, 2026Reported Apr 28, 2026	$1.87est. $1.68	+11.13%beat	$1.53BSEC filing	+0.1%from $1.53B
Dec 31, 2025Reported Feb 17, 2026	$1.68est. $1.89	-11.11%miss	$1.58BYahoo Finance	No year-ago quarter
Sep 30, 2025Reported Oct 29, 2025	$3.98est. $4.29	-7.23%miss	$2.07BSEC filing	-4.3%from $2.16B
Jun 30, 2025Reported Jul 30, 2025	$4.52est. $4.83	-6.42%miss	$2.06BSEC filing	-3.6%from $2.14B
Mar 31, 2025Reported Apr 23, 2025	$1.93est. $2.25	-14.22%miss	$1.53BSEC filing	-2.2%from $1.56B
Dec 31, 2024Reported Feb 18, 2025	$2.37est. $2.19	+8.24%beat	$7.62B · FYSEC filing	No year-ago quarter

Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.

Open: $314.80
High: $317.25
Low: $308.05
Prev close: $313.15
52-wk high: $450.07
52-wk low: $274.28
Mkt cap: $12.95B
P/E: 27.3x
ROE: +16.2%
Fwd P/E: 22.3x
Beta: 1.03
Div yield: 4.05%
P/S: 1.7x
P/B: 4.3x
Profit margin: +6.3%
Op margin: +8.7%

Fundamentals

Is the business strong?

Reasonably priced and running thin margins.

Net margin: 6.3%
P/E: 27.25
Forward P/E: 22.32
Market cap: $12.9B

Valuation

P/S1.74
P/B4.25
Dividend yield4.0%

Quality

Operating margin8.7%
ROE16.2%
ROA8.3%

Growth

Beta1.03

Technicals

Price structure

This stock is trending upward.

Trend

Constructive

60 / 100

RSI 14

43balanced

20D volatility

49%annualized

52-week range

$308.24

$274.28$450.07

20D support

$280.18recent floor

20D resistance

$330.65recent ceiling

Returns

5D -0.9%20D +4.1%60D -2.5%

Price vs moving averages

SMA20 +0.0%SMA50 +1.4%SMA200 -13.6%

Volume pace

1.32xvs prior 20D

Smart money at a glance

Filings to Nov 13, 2026

No insider open-market trades in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersForm 4, 90 days: $0
CongressSTOCK Act, 180 days: None
Big funds13F, quarter ended Jun 30, 2026: 4 added, 1 cut
Federal contractsUSAspending.gov, 12 months: No awards

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

Unlock the full results

Questions about WSO filings

Are insiders buying or selling Watsco Inc (WSO) stock?

Neither. Watsco Inc (WSO) insiders filed no open-market purchases or sales in the 90 days to Nov 13, 2026, according to SEC Form 4 filings.

Which members of Congress have traded WSO recently?

None. No member of Congress disclosed a WSO trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this WSO smart-money data?

13F: filed up to 45 days late.

Smart money on WSO

Lean long2 sources:
- Congress
- Funds

Top traders
No tracked positions at the last update
Insiders
No recent insider filings found
Congress
Lean long2 buys · 1 saleExecutive
Executive branch filings. Amounts are filing ranges, not prices, and filings can lag the trade.
Funds
Lean long2 added · 1 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Influencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about WSO filings

Are insiders buying or selling Watsco Inc (WSO) stock?

Neither. Watsco Inc (WSO) insiders filed no open-market purchases or sales in the 90 days to Nov 13, 2026, according to SEC Form 4 filings.

Which members of Congress have traded WSO recently?

None. No member of Congress disclosed a WSO trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this WSO smart-money data?

Funds

What funds are doing

5 moves · 6 mo

Buys/Adds$148.1MSells/Trims$69.3M

Buys/Adds (2)

FR
Francois Rochon
Q2 2026 13F
$27.5M
bought
Signals like this: n=3228, 54% finished lower at D15, median -0.8% vs SPY -0.4%
AQ
AQR
Q2 2026 13F
$22.0M
added
Signals like this: n=13773, 53% finished lower at D15, median -0.4% vs SPY -0.4%

Sells/Trims (1)

TS
Two Sigma
Q2 2026 13F
$69.3M
trimmed
Signals like this: n=7469, 53% finished lower at D15, median -0.5% vs SPY -0.4%

2 more moves

Pro opens all of them for $16.50/month, paid yearly.

Unlock all 2 moves

Unlock everything for $29/month

Unlock for $29/month

Reported Oct 27, 2026

Earnings came in 9.5% below what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Oct 27, 2026

Period ending

Sep 30, 2026

Earnings per share

$3.77-9.50% miss

$4.17 expected

Revenue

$2.22B

SEC filing

EPS: Yahoo Finance

Next report

What the street expects next

Estimates as of Nov 10, 2026

EPS expected

$1.88

$1.38 to $2.22

Revenue expected

$1.81B

10 analysts

Last 30 days

2up5down

Analysts cutting estimates

Estimate drift

0.09

Change in 30 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Sep 30, 2026Reported Oct 27, 2026	$3.77est. $4.17	-9.50%miss	$2.22BSEC filing	+7.4%from $2.07B
Jun 30, 2026Reported Jul 29, 2026	$4.00est. $4.40	-9.04%miss	$2.10BSEC filing	+2.1%from $2.06B
Mar 31, 2026Reported Apr 28, 2026	$1.87est. $1.68	+11.13%beat	$1.53BSEC filing	+0.1%from $1.53B
Dec 31, 2025Reported Feb 17, 2026	$1.68est. $1.89	-11.11%miss	$1.58BYahoo Finance	No year-ago quarter
Sep 30, 2025Reported Oct 29, 2025	$3.98est. $4.29	-7.23%miss	$2.07BSEC filing	-4.3%from $2.16B
Jun 30, 2025Reported Jul 30, 2025	$4.52est. $4.83	-6.42%miss	$2.06BSEC filing	-3.6%from $2.14B
Mar 31, 2025Reported Apr 23, 2025	$1.93est. $2.25	-14.22%miss	$1.53BSEC filing	-2.2%from $1.56B
Dec 31, 2024Reported Feb 18, 2025	$2.37est. $2.19	+8.24%beat	$7.62B · FYSEC filing	No year-ago quarter

Open: $314.80
High: $317.25
Low: $308.05
Prev close: $313.15
52-wk high: $450.07
52-wk low: $274.28
Mkt cap: $12.95B
P/E: 27.3x
ROE: +16.2%
Fwd P/E: 22.3x
Beta: 1.03
Div yield: 4.05%
P/S: 1.7x
P/B: 4.3x
Profit margin: +6.3%
Op margin: +8.7%

Fundamentals

Is the business strong?

Reasonably priced and running thin margins.

Net margin: 6.3%
P/E: 27.25
Forward P/E: 22.32
Market cap: $12.9B

Valuation

P/S1.74
P/B4.25
Dividend yield4.0%

Quality

Operating margin8.7%
ROE16.2%
ROA8.3%

Growth

Beta1.03

Technicals

Price structure

This stock is trending upward.

Trend

Constructive

60 / 100

RSI 14

43balanced

20D volatility

49%annualized

52-week range

$308.24

$274.28$450.07

20D support

$280.18recent floor

20D resistance

$330.65recent ceiling

Returns

5D -0.9%20D +4.1%60D -2.5%

Price vs moving averages

SMA20 +0.0%SMA50 +1.4%SMA200 -13.6%

Volume pace

1.32xvs prior 20D

Watsco Inc

Smart money at a glance

What do analysts expect?

Questions about WSO filings

Smart money on WSO

Questions about WSO filings

What funds are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 9.5% below what analysts expected.

What the street expects next

Previous reports

Is the business strong?

Price structure

Ask it in Claude or ChatGPT.

Watsco Inc

Smart money at a glance

What do analysts expect?

Questions about WSO filings

Smart money on WSO

Questions about WSO filings

What funds are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 9.5% below what analysts expected.

What the street expects next

Previous reports

Is the business strong?

Price structure

Ask it in Claude or ChatGPT.

Watsco Inc

Overview

Questions about WSO filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.

Watsco Inc

Overview

Questions about WSO filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.