Also trades as: WSO-B (NYSE) · $vol 0M
WSO Smart Money
Watsco, Inc.
1W: -0.2%
1M: -2.8%
3M: -4.9%
YTD: -10.2%
1Y: -13.9%
3Y: -5.7%
5Y: +21.7%
$301.04
-4.29 (-1.41%)
Weekly Expected Move ±5.3%
$289
$306
$323
$340
$357
Credit Risk of going bust: lower than 84% of companies Debt: 4.2% 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 $1.04 (down 99.7%), Watsco, Inc. would be worth roughly what it owes.
Total debt $553.7M against a stock market value of $12.54B.
Distance to default 11.09 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $276.9M (short-term plus half of long-term), stock volatility 35.2%; Altman Z'' 5.80. 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 $1.04 (down 99.7%), Watsco, Inc. would be worth roughly what it owes.
Total debt $553.7M against a stock market value of $12.54B.
Distance to default 11.09 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $276.9M (short-term plus half of long-term), stock volatility 35.2%; Altman Z'' 5.80. 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 2026863
Institutions Holding
+4 vs prior
130.1%
Ownership
+19.73%
97
New
246
Increased
378
Reduced
71
Closed
👔 Insider Trades
0 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| No insider trades found | |||||||
🏛️ Congressional Trades
11 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2025-09-22 | Val Hoyle | House | Sell | $1,001 - $15,000 | Filing |
| 2025-08-12 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-06-17 | Lisa McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2024-10-29 | Valerie Hoyle | House | Buy | $1,001 - $15,000 | Filing |
| 2024-10-28 | Val Hoyle | House | Buy | $1,001 - $15,000 | Filing |
| 2023-09-08 | Lois Frankel | House | Sell | $1,001 - $15,000 | Filing |
| 2023-06-28 | Lois Frankel | House | Sell | $1,001 - $15,000 | Filing |
| 2020-07-24 | Lois Frankel | House | Sell | $1,001 - $15,000 | Filing |
| 2020-05-07 | Donna Shalala | House | Sell | $15,001 - $50,000 | Filing |
| 2020-03-04 | Lois Frankel | House | Buy | $1,001 - $15,000 | Filing |
| 2020-03-03 | Lois Frankel | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,192,919 | $1.7B | +102,864 | 2026-06-30 | Filing |
| Capital International Investors | 3,485,525 | $1.5B | +8,294 | 2026-06-30 | Filing |
| Capital Research Global Investors | 1,902,230 | $793M | +3,627 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,770,531 | $738M | +19,477 | 2026-06-30 | Filing |
| FMR LLC | 1,705,273 | $711M | -185,049 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,579,210 | $658M | +11,711 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,459,768 | $608M | +119,367 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 1,459,768 | $608M | +1,459,768 | 2026-06-30 | Filing |
| STATE STREET CORP | 1,323,011 | $551M | +49,070 | 2026-06-30 | Filing |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGE | 1,134,361 | $473M | -194,844 | 2026-06-30 | Filing |
| BAILLIE GIFFORD & CO | 1,129,536 | $471M | -7,722 | 2026-06-30 | Filing |
| MORGAN STANLEY | 902,406 | $376M | +11,414 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 659,265 | $274M | +5,235 | 2026-06-30 | Filing |
| Markel Group Inc. | 597,750 | $249M | +15,581 | 2026-06-30 | Filing |
| BLAIR WILLIAM & CO/IL | 564,024 | $235M | -18,676 | 2026-06-30 | Filing |
| DAVENPORT & Co LLC | 530,366 | $220M | -14,912 | 2026-06-30 | Filing |
| WELLS FARGO & COMPANY/MN | 398,839 | $166M | -22,349 | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 386,397 | $161M | -40,508 | 2026-06-30 | Filing |
| UBS Group AG | 360,182 | $150M | -2,945 | 2026-06-30 | Filing |
| NORGES BANK | 340,450 | $142M | +340,450 | 2026-06-30 | Filing |