WSOWSOIndustrials · Industrial Distribution

WSO Stock Forecast: Watsco, Inc. Price Predictions for 2026-2027

Last close, 11 Sept 2026
$314
+1.07% on the day

The 14 Wall Street analysts covering Watsco, Inc. hold a median 12-month price target of $368 — +17.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 39 of 100 as at 10 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$13.0B
Ticker Nerd rank
39 / 100
Median analyst target
$368
Analysts covering
14
Revenue$2.1B+2.1% y/y
Operating income$238.4M
Net income$191.3M
Free cash flow−$11.5M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−0.4%
1M
−1.5%
YTD
−4.5%
1Y
−18.3%
From 52W high
−30.6%
From 52W low
+3.9%
$302
$453
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

WSO stock analysis: one number for the whole business

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.

Where the model ranks itAs at 10 Sept 2026
39 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Volatility
82
Quality
79
Value
70
Accruals
64
Revisions
48
Issuance
35
Growth
30
Momentum
22
Size
13

Volatility (82): The share price has been relatively steady.

Momentum (22): The shares have been drifting down relative to others.

Size (13): 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.

Wall Street

WSO stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on WSO, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$300$350$400$450$500Oct 25Jan 26Apr 26Jul 26WSOHigh $485Median $368Low $330

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says14 analysts
3 Buy10 Hold1 Sell
Low $330Median $368High $485

The green dot is the last close — the median target sits +17.0% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
17 Aug 2026Stephens & Co.ReiteratesOverweight$485
30 July 2026DA DavidsonMaintainsNeutral
30 July 2026DA DavidsonMaintainsNeutral$385$330
28 July 2026BairdMaintainsOutperform
28 July 2026BairdMaintainsOutperform$460$420
10 July 2026Morgan StanleyMaintainsEqual-Weight
10 July 2026Morgan StanleyMaintainsEqual-Weight$370$405
16 June 2026DA DavidsonInitiatesNeutral
29 Apr 2026Stephens & Co.MaintainsOverweight
19 Feb 2026JP MorganMaintainsNeutral
16 Jan 2026JP MorganMaintainsNeutral
14 Jan 2026Morgan StanleyMaintainsEqual-Weight
5 Jan 2026MizuhoMaintainsNeutral
5 Jan 2026UBSReinstatesNeutral$390$370
6 Nov 2025UBSMaintainsNeutral
30 Oct 2025JP MorganMaintainsNeutral
17 Oct 2025MizuhoMaintainsNeutral
15 Oct 2025JP MorganMaintainsNeutral
15 Oct 2025William BlairDowngradeMarket Perform
8 Oct 2025Morgan StanleyMaintainsEqual-Weight

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

WSO vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 11 Sept 2026, Watsco, Inc. returned −18.3% against +17.5% for the S&P 500, dividends included.

WSO vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120Oct 25Jan 26Apr 26Jul 26WSOS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

WSO analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−5.7%
Analysts raising
0
Analysts cutting
4
Fundamentals

Watsco, Inc. (WSO) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
26.9×

Cheaper than 29% of US stocks

Price / sales
1.8×

Cheaper than 56% of US stocks

Price / book
4.0×

Cheaper than 26% of US stocks

EV / EBITDA
17.9×

Cheaper than 17% of US stocks

Growth & margins
Revenue growth (YoY)
2.1%

Higher than 32% of US stocks

Earnings growth (YoY)
−11.0%

Higher than 26% of US stocks

Gross margin
27.5%

Higher than 31% of US stocks

Operating margin
10.9%

Higher than 66% of US stocks

Net margin
6.5%

Higher than 63% of US stocks

Returns & dividend
Return on equity
16.7%

Higher than 77% of US stocks

Return on assets
8.4%

Higher than 89% of US stocks

Dividend yield
4.2%

Higher than 78% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Watsco, Inc. (WSO) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Watsco, Inc. has a market value of $13.0B and an enterprise value of $12.5B.

  • Revenue in the twelve months to 30 June 2026: $7.3B. The latest quarter grew 2.1% year on year.

  • Net income over the same four quarters: $560.5M, a 7.7% net margin.

  • Diluted earnings per share, trailing twelve months: $10.75.

  • Free cash flow in the twelve months to 30 June 2026: $697.1M, after $36.1M of capital spending.

  • Watsco, Inc. spent $5.1M on share buybacks and $499.2M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 41.2M.

  • Trailing P/E: 26.9×; forward P/E: 23.7× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 4.20%, paying out 105% of earnings.

  • Watsco, Inc. employs 6,950 people $1.0M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 12 Sept 2026

Data provided by Twelve Data

Peers

WSO vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelIndustrial Distribution
CompanyMarket capTKN rank
WSOWatsco, Inc.$13.0B
39
QXOQXO, Inc.$12.8B
9
AITApplied Industrial Technologies, Inc.$12.0B
95
WCCWESCO International, Inc.$16.8B
75
CNMCore & Main, Inc.$8.0B
45
MSMMSC Industrial Direct Co., Inc.$6.7B
92
POOLPool Corp.$6.5B
53

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 →

News

Latest WSO news & analysis

Watsco to Present at the 14th Annual Morgan Stanley Laguna Conference on September 16, 2026 at 4:05 p.m. PDT

GlobeNewsWire · 11 Sept 2026neutral

Watsco, Inc. announced that Executive Vice President Barry S. Logan and Vice President Rick Gomez will present at the 14th Annual Morgan Stanley Laguna Conference, held at the Ritz Carlton, Laguna Niguel on Wednesday, September 16. A live webcast of the presentation will be available in the Investor Relations section of Watsco's website.

Why it matters — A Watsco watcher would care because the company's executives are presenting to investors and analysts at a major industry conference, potentially offering insight into the company's operations.

Watsco (WSO) Up 0.8% Since Last Earnings Report: Can It Continue?

Zacks Investment Research · 28 Aug 2026neutral

Watsco (WSO) reported earnings 30 days ago and its stock has risen 0.8% since that report. The article questions whether the stock can continue its upward move.

Why it matters — Watsco watchers would care because the item highlights the stock's post-earnings performance and raises the question of whether that momentum can be sustained.

My Game Plan For What Some Call A Fat AI Bubble

Seeking Alpha · 25 Aug 2026neutral

The piece discusses broadening market leadership beyond AI, favoring dividend-growth and value stocks that have outperformed tech-heavy indices year-to-date. It suggests selective diversification into undervalued cyclicals, energy, and income stocks to mitigate concentration and margin-normalization risks tied to hyperscaler suppliers.

Why it matters — WSO watchers would care because the commentary highlights a rotation toward dividend-growth and value/cyclical income stocks, which could bear on investor sentiment toward a dividend-paying industrial such as Watsco.

Why Watsco (WSO) International Revenue Trends Deserve Your Attention

Zacks Investment Research · 10 Aug 2026neutral

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.

2 Strong Buy Dividend Growth Stocks I Like For The Next Decade

Seeking Alpha · 7 Aug 2026positive

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.

FAQ

Frequently asked questions about WSO stock

What is the WSO stock price forecast for 2026-2027?

The 14 Wall Street analysts covering Watsco, Inc. have a median 12-month price target of $368, with estimates ranging from $330 to $485. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is WSO stock a buy right now?

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. 39 out of 100 across roughly 4,600 US stocks as at 10 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank WSO?

As at 10 Sept 2026, Watsco, Inc. ranks 39 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 Volatility (82 of 100).

Will WSO stock go up?

No one can know that. What the data says: the median 12-month target from 14 analysts implies +17.0% from the last close, and Ticker Nerd's factor model ranks Watsco, Inc. 39 out of 100 as at 10 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the WSO stock forecast for 2030?

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.

How has WSO stock performed over the past year?

Watsco, Inc. returned -18.3% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Watsco, Inc. do?

Watsco Inc. is a leading distributor of air conditioning, heating, and refrigeration equipment, along with the related parts and supplies used to install, maintain, and service HVAC/R systems.

What is the latest news on WSO?

The most recent item we track (GlobeNewsWire, 11 Sept 2026): "Watsco to Present at the 14th Annual Morgan Stanley Laguna Conference on September 16, 2026 at 4:05 p.m. PDT". Watsco, Inc. announced that Executive Vice President Barry S. Logan and Vice President Rick Gomez will present at the 14th Annual Morgan Stanley Laguna Conference, held at the Ritz Carlton, Laguna Niguel on Wednesday, September 16. A live webcast of the presentation will be available in the Investor Relations section of Watsco's website.

Company

About Watsco, Inc.

Watsco Inc. is a leading distributor of air conditioning, heating, and refrigeration equipment, along with the related parts and supplies used to install, maintain, and service HVAC/R systems. Watsco Inc. serves residential, commercial, and industrial customers through a broad network that supports contractors, dealers, and service professionals across North America, Latin America, and the Caribbean. Its product range includes air conditioners, furnaces, refrigeration units, compressors, evaporator coils, motors, thermostats, refrigerants, ductwork, insulation, tools, and other installation supplies. The company also provides value-added support such as technical training and digital ordering tools that help streamline equipment sourcing and aftermarket replacement needs. Watsco Inc. plays an important role in the HVAC/R supply chain by connecting manufacturers with the professionals who depend on timely access to critical climate-control and refrigeration products.

CEO Mr. Albert H. Nahmad · 6,950 employees · United States · https://www.watsco.com