Also trades as: WSO (NYSE) · $vol 149M
WSO-B Smart Money
Watsco, Inc.
1W: +12.9%
1M: -0.7%
3M: -10.7%
YTD: -16.6%
1Y: -19.4%
3Y: -7.2%
5Y: +31.6%
$295.60
+8.10 (+2.82%)
After Hours: $306.30 (+10.70, +3.62%)
Credit Risk of going bust: lower than 85% of companies Debt: 4.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.06 (down 99.7%), Watsco, Inc. would be worth roughly what it owes.
Total debt $535.3M against a stock market value of $12.71B.
Distance to default 11.21 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $267.6M (short-term plus half of long-term), stock volatility 35.2%; Altman Z'' 6.78. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.06 (down 99.7%), Watsco, Inc. would be worth roughly what it owes.
Total debt $535.3M against a stock market value of $12.71B.
Distance to default 11.21 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $267.6M (short-term plus half of long-term), stock volatility 35.2%; Altman Z'' 6.78. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 202614
Institutions Holding
+2 vs prior
0.1%
Ownership
-0.01%
2
New
0
Increased
5
Reduced
2
Closed
👔 Insider Trades
0 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| No insider trades found | |||||||
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
14 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 10,265 | $4M | — | 2026-06-30 | Filing |
| GABELLI FUNDS LLC | 7,800 | $3M | — | 2026-06-30 | Filing |
| FAS Wealth Partners, Inc. | 2,163 | $894K | — | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 1,354 | $559K | -14 | 2026-06-30 | Filing |
| DF DENT & CO INC | 1,245 | $514K | — | 2026-06-30 | Filing |
| Modern Wealth Management, LLC | 868 | $359K | +868 | 2026-06-30 | Filing |
| MORGAN STANLEY | 589 | $243K | — | 2026-06-30 | Filing |
| Beacon Pointe Advisors, LLC | 553 | $228K | +553 | 2026-06-30 | Filing |
| Crews Bank & Trust | 500 | $207K | -150 | 2026-06-30 | Filing |
| UMB Bank, n.a. | 332 | $116K | — | 2026-06-30 | Filing |
| Tower Research Capital LLC (TRC) | 10 | $4K | -1 | 2026-06-30 | Filing |
| BlackRock, Inc. | 1 | $0K | — | 2026-06-30 | Filing |
| Ethic Inc. | 0 | $0K | -2,850 | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 0 | $0K | -557 | 2026-06-30 | Filing |