WSOIndustrials · Industrial DistributionThe 14 Wall Street analysts covering Watsco, Inc. hold a median 12-month price target of $367 — +17.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 40 of 100 as at 15 Aug 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores Watsco, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (80): The business earns solid, repeatable profits on what it owns.
Growth (29): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (14): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on WSO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +17.2% from it.
Of the 20 most recent actions, 1 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 July 2026 | DA Davidson | Maintains | Neutral | $385 → $330 |
| 28 July 2026 | Baird | Maintains | Outperform | $460 → $420 |
| 10 July 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 10 July 2026 | Morgan Stanley | Maintains | Equal-Weight | $370 → $405 |
| 16 June 2026 | DA Davidson | Initiates | Neutral | — |
| 29 Apr 2026 | Stephens & Co. | Maintains | Overweight | — |
| 19 Feb 2026 | JP Morgan | Maintains | Neutral | — |
| 16 Jan 2026 | JP Morgan | Maintains | Neutral | — |
| 14 Jan 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 5 Jan 2026 | Mizuho | Maintains | Neutral | — |
| 5 Jan 2026 | UBS | Reinstates | Neutral | $390 → $370 |
| 6 Nov 2025 | UBS | Maintains | Neutral | — |
| 30 Oct 2025 | JP Morgan | Maintains | Neutral | — |
| 17 Oct 2025 | Mizuho | Maintains | Neutral | — |
| 15 Oct 2025 | JP Morgan | Maintains | Neutral | — |
| 15 Oct 2025 | William Blair | Downgrade | Market Perform | — |
| 8 Oct 2025 | Morgan Stanley | Maintains | Equal-Weight | — |
| 23 Sept 2025 | UBS | Maintains | Neutral | — |
| 25 June 2025 | UBS | Maintains | Neutral | — |
| 27 May 2025 | JP Morgan | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. WSO appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 30% of US stocks
Cheaper than 56% of US stocks
Cheaper than 27% of US stocks
Cheaper than 19% of US stocks
Higher than 32% of US stocks
Higher than 25% of US stocks
Higher than 31% of US stocks
Higher than 65% of US stocks
Higher than 64% of US stocks
Higher than 77% of US stocks
Higher than 89% of US stocks
Higher than 79% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Watsco, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research highlights Watsco's (WSO) international revenue trends and examines how these figures could influence Wall Street's forecasts and the company's outlook.
Why it matters — A WSO watcher would care because these trends may shape analyst expectations and the stock's forward prospects beyond domestic performance.
A Seeking Alpha article highlighted Watsco as one of two strong buy dividend growth stocks for the next decade, citing the company's essential maintenance-driven cash flows, 4.3% yield, 11.1% five-year dividend CAGR, and an attractive valuation at 25.4x normalized P/E after recent price weakness.
Why it matters — WSO watchers would care because the article reinforces Watsco's long-term income-growth appeal as the largest independent HVAC distributor with a strong dividend track record and a more attractive entry point after its recent share-price decline.
Seeking Alpha covers Watsco after a post-earnings pullback, viewing its gross margin contraction as transient and expecting recovery as the A2L transition normalizes. The article also points to mix improvement, pricing initiatives, digital ecosystem adoption, and underpenetrated parts/supplies sales as avenues for margin expansion and market share gains.
Why it matters — A WSO watcher would care because the article frames current margin pressure as temporary while highlighting medium-term growth drivers in parts/supplies and digital adoption.
The article spotlights four under-the-radar industrial dividend growers that look like buys in August. It notes that while such companies rarely make headlines like REITs or telecoms do, they quietly compound income year after year through cycles most investors ignore.
Why it matters — Watsco watchers would care because the piece highlights industrial dividend growers as attractive buys, potentially including WSO among those quietly compounding income.
Watsco reported second-quarter sales growth as residential HVAC equipment demand improved. However, its gross margin declined compared with an unusually strong prior-year period tied to earlier manufacturer pricing actions and product-transition effects.
Why it matters — The results point to strengthening residential HVAC demand even as margin headwinds from prior-year pricing and product transitions are still affecting Watsco's profitability.
The 14 Wall Street analysts covering Watsco, Inc. have a median 12-month price target of $367, with estimates ranging from $330 to $485. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 14 analysts covering Watsco, Inc., 3 rate it a Buy, 10 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Watsco, Inc. 40 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Watsco, Inc. ranks 40 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (80 of 100).
No one can know that. What the data says: the median 12-month target from 14 analysts implies +17.2% from the last close, and Ticker Nerd's factor model ranks Watsco, Inc. 40 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Watsco, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for WSO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $330 to $485 over the next 12 months.
Watsco, Inc. returned -23.3% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Watsco Inc. is a public company that operates as a leading distributor of air conditioning, heating, and refrigeration equipment, along with related parts and supplies, across the Americas.
The most recent item we track (Zacks Investment Research, 10 Aug 2026): "Why Watsco (WSO) International Revenue Trends Deserve Your Attention". Zacks Investment Research highlights Watsco's (WSO) international revenue trends and examines how these figures could influence Wall Street's forecasts and the company's outlook.
Watsco Inc. is a public company that operates as a leading distributor of air conditioning, heating, and refrigeration equipment, along with related parts and supplies, across the Americas. The company serves primarily residential and light commercial HVAC/R markets, supplying contractors and dealers involved in both replacement and new construction projects. Its product portfolio spans residential ducted and ductless air conditioners, gas, electric and oil furnaces, commercial HVAC systems, and a broad range of components such as compressors, coils, motors, and thermostats, as well as installation and maintenance supplies including insulation, refrigerants, ductwork, sheet metal, tools, and other ancillary materials. Watsco Inc. plays a significant role in the HVAC/R distribution industry as one of the largest wholesalers in North America, operating an extensive branch network across the United States, Canada, Mexico, Puerto Rico, and export markets in Latin America and the Caribbean. Founded in 1956 and headquartered in the Miami/Coconut Grove area of Florida, Watsco Inc. is considered a key infrastructure provider supporting climate control, energy efficiency, and comfort for households and businesses.
CEO Mr. Albert H. Nahmad · 6,950 employees · United States · https://www.watsco.com