Rep. Lisa C. McClain Purchases Shares of Watsco, Inc. (NYSE:WSO)

Representative Lisa C. McClain (R-Michigan) recently bought shares of Watsco, Inc. (NYSE:WSO). In a filing disclosed on August 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Watsco stock on June 17th. The trade occurred in the Representative’s “CHARLES SCHWAB BROKERAGE ACCOUNT 924” account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Autoliv (NYSE:ALV) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of Applied Materials (NASDAQ:AMAT) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of Arthur J. Gallagher & Co. (NYSE:AJG) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of SAP (NYSE:SAP) on 7/22/2025.
• Purchased $1,001 – $15,000 in shares of XPO (NYSE:XPO) on 7/22/2025.
• Purchased $1,001 – $15,000 in shares of Lithia Motors (NYSE:LAD) on 7/22/2025.
• Sold $1,001 – $15,000 in shares of Sanofi (NASDAQ:SNY) on 7/22/2025.
• Sold $1,001 – $15,000 in shares of Waters (NYSE:WAT) on 7/22/2025.
• Purchased $1,001 – $15,000 in shares of Group 1 Automotive (NYSE:GPI) on 7/22/2025.

Watsco Stock Performance

NYSE:WSO opened at $419.1080 on Thursday. The firm’s 50-day moving average is $445.56 and its 200-day moving average is $470.26. Watsco, Inc. has a 52-week low of $403.01 and a 52-week high of $571.41. The company has a market cap of $16.99 billion, a price-to-earnings ratio of 32.14 and a beta of 0.95.

Watsco (NYSE:WSO) last posted its quarterly earnings data on Wednesday, July 30th. The construction company reported $4.52 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.84 by ($0.32). Watsco had a return on equity of 16.96% and a net margin of 7.08%.The company had revenue of $2.06 billion for the quarter, compared to the consensus estimate of $2.24 billion. During the same quarter in the previous year, the firm posted $4.49 EPS. The business’s revenue for the quarter was down 3.6% compared to the same quarter last year. Equities analysts predict that Watsco, Inc. will post 14.62 EPS for the current year.

Watsco Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 31st. Stockholders of record on Wednesday, July 16th were issued a dividend of $3.00 per share. The ex-dividend date was Wednesday, July 16th. This represents a $12.00 annualized dividend and a dividend yield of 2.9%. Watsco’s payout ratio is presently 92.02%.

Institutional Trading of Watsco

A number of large investors have recently added to or reduced their stakes in WSO. Centennial Wealth Advisory LLC increased its holdings in Watsco by 2.9% in the 1st quarter. Centennial Wealth Advisory LLC now owns 776 shares of the construction company’s stock valued at $395,000 after buying an additional 22 shares during the period. Trust Co. of Vermont increased its holdings in Watsco by 10.2% in the 2nd quarter. Trust Co. of Vermont now owns 238 shares of the construction company’s stock valued at $105,000 after buying an additional 22 shares during the period. Cary Street Partners Financial LLC increased its holdings in Watsco by 2.2% in the 1st quarter. Cary Street Partners Financial LLC now owns 1,073 shares of the construction company’s stock valued at $545,000 after buying an additional 23 shares during the period. Freedom Investment Management Inc. increased its holdings in Watsco by 4.8% in the 1st quarter. Freedom Investment Management Inc. now owns 504 shares of the construction company’s stock valued at $256,000 after buying an additional 23 shares during the period. Finally, Valeo Financial Advisors LLC increased its holdings in Watsco by 2.3% in the 1st quarter. Valeo Financial Advisors LLC now owns 1,056 shares of the construction company’s stock valued at $537,000 after buying an additional 24 shares during the period. Institutional investors and hedge funds own 89.71% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. UBS Group reduced their price target on shares of Watsco from $455.00 to $450.00 and set a “neutral” rating on the stock in a research report on Wednesday, June 25th. Wall Street Zen upgraded shares of Watsco from a “sell” rating to a “hold” rating in a report on Friday, May 9th. Mizuho set a $490.00 price objective on shares of Watsco in a report on Thursday, April 24th. Robert W. Baird lowered their target price on shares of Watsco from $560.00 to $540.00 and set an “outperform” rating for the company in a research note on Thursday, April 24th. Finally, Morgan Stanley set a $505.00 target price on shares of Watsco in a research note on Wednesday, July 2nd. One analyst has rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, Watsco presently has a consensus rating of “Hold” and an average price target of $484.17.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan’s 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan’s 9th Congressional District. She declared candidacy for the 2026 election.

Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor’s degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

Watsco Company Profile

Watsco, Inc, together with its subsidiaries, engages in the distribution of air conditioning, heating, refrigeration equipment, and related parts and supplies in the United States and internationally. The company distributes equipment, including residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment.