WSO Watsco (WSO) Insider Trading, Ownership & Congress Trades
Wholesale & Retail · Wholesale-hardware & plumbing & heating equipment & supplies · CIK 0000105016
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
347
13F, latest reported quarter
What the filings say about WSO
Congress, 1 year
No trades
Last one: sale, 2025-09-23
Watsco insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for WATSCO INC in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 61.9% of the 3,552 shares held after it.
- No other insider sold within 30 days.
- 347 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Custer John Michael sold about $986.2K of WSO on Jun 10, 2025; 347 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Dec 12, 2023.
- No other insider sold within 30 days.
- 347 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director ALVAREZ CESAR L sold about $338.8K of WSO on Mar 5, 2025; 347 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Dec 12, 2023.
- No other insider sold within 30 days.
- 347 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director ALVAREZ CESAR L sold about $710.5K of WSO on Mar 5, 2025; 347 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on May 10, 2024.
- No other insider sold within 30 days.
- 347 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Vice President LOGAN BARRY S sold about $5.6M of WSO on Dec 18, 2024, the largest insider sale at the company on our record; 347 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 43.7% of the 1,770 shares held after it.
- 1 other insider sold within 30 days.
- 347 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Vice President LOGAN BARRY S sold about $366.8K of WSO on May 10, 2024; 1 other insider sold within 30 days and 347 funds added in the latest 13F quarter.17 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
347 funds bought in last quarter
more than 85% of Wholesale & Retail
Revenue
-5.0% year over year
below 74% of Wholesale & Retail
Margin
6.9% net margin
more than 81% of Wholesale & Retail
Buybacks
no share repurchases reported
Short interest
12.4% of the float short (float per yahoo 2026-10-26) · 7.7 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch WSO
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
Who owns WSO: institutional holders (13F)
13F holdings, latest reported quarter
4,192,920 sh
$1.7B
3,485,525 sh
$1.5B
1,902,230 sh
$792.7M
1,770,531 sh
$737.8M
1,705,273 sh
$710.6M
Congress trades in WSO
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-09-23 · disclosed 17 days later
$1,001 - $15,000
Sold 2025-08-13 · disclosed 30 days later
$1,001 - $15,000
Bought 2025-06-17 · disclosed 57 days later
$1,001 - $15,000
Bought 2024-10-29 · disclosed 318 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
WSO planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
WSO mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Virtus KAR Small-Cap Value Fund
$27.5M position · as of 2026-06-30
4.6%
Virtus KAR Small-Cap Value Series
$2.3M position · as of 2026-06-30
4.4%
BBH Select Mid Cap ETF
$18.4M position · as of 2026-07-31
4.1%
SouthernSun U.S. Equity Fund
$1.9M position · as of 2026-06-30
3.8%
Virtus KAR Small-Mid Cap Core Fund
$39.5M position · as of 2026-06-30
3.6%
Advisors Capital Small/Mid Cap Fund
$4.7M position · as of 2026-06-30
3.6%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$833.6K
-$272.1M
$2.1M
+71%
+91%
2024
$6.4M
$186.4M
$3.6M
+134%
+70%
2023
$11.1M
$265.8M
$4.6M
+107%
+49%
2022
$11.1M
-$80.0M
$3.9M
+17%
+14%
2021
$10.7M
$199.6M
$4.3M
+42%
+28%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 347 funds added last quarter. Each figure is a federal filing, dated the day it went public.
WSO financials
Revenue growth
-5.0%
XBRL, annual
Net margin
6.9%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$7.3B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM WSO
| FY Dec 2025 | $7.2B |
| FY Dec 2024 | $7.6B |
| FY Dec 2023 | $7.3B |
| FY Dec 2022 | $7.3B |
| FY Dec 2021 | $6.3B |
| Jun 2026 | $2.1B |
| Mar 2026 | $1.5B |
| Dec 2025 | $1.6B |
| Sep 2025 | $2.1B |
| Jun 2025 | $2.1B |
| Mar 2025 | $1.5B |
| Dec 2024 | $1.8B |
| Sep 2024 | $2.2B |
At each fiscal year end
Single quarter
Net margin, TTM
+7.8%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM WSO
| FY Dec 2025 | +8.1% |
| FY Dec 2024 | +8.3% |
| FY Dec 2023 | +8.7% |
| FY Dec 2022 | +9.7% |
| FY Dec 2021 | +7.9% |
| Jun 2026 | +7.8% |
| Mar 2026 | +5.2% |
| Dec 2025 | +10.3% |
| Sep 2025 | +7.8% |
| Jun 2025 | +8.9% |
| Mar 2025 | +5.2% |
| Dec 2024 | +11.2% |
| Sep 2024 | +7.9% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$697.1M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM WSO
| FY Dec 2025 | $535.1M |
| FY Dec 2024 | $743.0M |
| FY Dec 2023 | $526.5M |
| FY Dec 2022 | $536.3M |
| FY Dec 2021 | $324.1M |
| Jun 2026 | -$11.5M |
| Mar 2026 | -$25.9M |
| Dec 2025 | $388.5M |
| Sep 2025 | $346.1M |
| Jun 2025 | -$14.3M |
| Mar 2025 | -$185.2M |
| Dec 2024 | $370.9M |
| Sep 2024 | $223.0M |
At each fiscal year end
Single quarter
Debt to equity
0.12x
long-term 2026-03-31 plus current 2019-03-31 (88 months older than the period end); equity 2026-06-30
Debt to equity WSO
| FY Dec 2025 | 0.13x |
| FY Dec 2024 | 0.13x |
| FY Dec 2023 | 0.14x |
| FY Dec 2022 | 0.13x |
| FY Dec 2021 | 0.17x |
| Jun 2026 | 0.12x |
| Mar 2026 | 0.13x |
| Dec 2025 | 0.13x |
| Sep 2025 | 0.12x |
| Jun 2025 | 0.12x |
| Mar 2025 | 0.13x |
| Dec 2024 | 0.13x |
| Sep 2024 | 0.12x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
1.98x
TTM operating cash flow over long-term 2026-03-31 plus current 2019-03-31 (88 months older than the period end)
Cash flow to debt WSO
| FY Dec 2025 | 1.56x |
| FY Dec 2024 | 2.28x |
| FY Dec 2023 | 1.83x |
| FY Dec 2022 | 2.33x |
| FY Dec 2021 | 1.22x |
| Jun 2026 | 1.98x |
| Mar 2026 | 1.96x |
| Dec 2025 | 1.56x |
| Sep 2025 | 1.60x |
| Jun 2025 | 1.25x |
| Mar 2025 | 1.41x |
| Dec 2024 | 2.28x |
| Sep 2024 | 2.14x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+19.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity WSO
| FY Dec 2025 | +21.6% |
| FY Dec 2024 | +26.0% |
| FY Dec 2023 | +30.8% |
| FY Dec 2022 | +39.6% |
| FY Dec 2021 | +31.6% |
| Jun 2026 | +19.7% |
| Mar 2026 | +21.6% |
| Dec 2025 | +21.6% |
| Sep 2025 | +22.6% |
| Jun 2025 | +23.5% |
| Mar 2025 | +24.2% |
| Dec 2024 | +26.0% |
| Sep 2024 | +25.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+11.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets WSO
| FY Dec 2025 | +13.2% |
| FY Dec 2024 | +15.5% |
| FY Dec 2023 | +17.6% |
| FY Dec 2022 | +21.4% |
| FY Dec 2021 | +17.9% |
| Jun 2026 | +11.5% |
| Mar 2026 | +12.9% |
| Dec 2025 | +13.2% |
| Sep 2025 | +13.7% |
| Jun 2025 | +13.8% |
| Mar 2025 | +14.3% |
| Dec 2024 | +15.5% |
| Sep 2024 | +14.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+18.7%
operating income after a 20.4% effective tax rate, over long-term 2026-03-31 plus current 2019-03-31 (88 months older than the period end) plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital WSO
| FY Dec 2025 | +22.0% |
| FY Dec 2024 | +25.6% |
| FY Dec 2023 | +29.2% |
| FY Dec 2022 | +37.3% |
| FY Dec 2021 | +28.9% |
| Jun 2026 | +18.7% |
| Mar 2026 | +21.4% |
| Dec 2025 | +22.0% |
| Sep 2025 | +21.6% |
| Jun 2025 | +22.1% |
| Mar 2025 | +23.5% |
| Dec 2024 | +25.6% |
| Sep 2024 | +23.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+17.9%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed WSO
| FY Dec 2025 | +20.0% |
| FY Dec 2024 | +24.0% |
| FY Dec 2023 | +28.4% |
| FY Dec 2022 | +33.7% |
| FY Dec 2021 | +28.9% |
| Jun 2026 | +17.9% |
| Mar 2026 | +19.9% |
| Dec 2025 | +20.0% |
| Sep 2025 | +20.6% |
| Jun 2025 | +21.7% |
| Mar 2025 | +22.4% |
| Dec 2024 | +24.0% |
| Sep 2024 | +22.4% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
no close on file at or before the as-of date
P/E, trailing WSO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no close on file at or before the as-of date
Enterprise value WSO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no close on file at or before the as-of date
FCF yield WSO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
no close on file at or before the as-of date
PEG, trailing WSO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $7.2B | $7.6B | $7.3B | $7.3B |
| Gross profit | $2.0B | $2.0B | $2.0B | $2.0B |
| Operating income | $720.3M | $781.8M | $794.8M | $831.6M |
| Net income | $587.6M | $635.7M | $634.1M | $703.7M |
| EPS (diluted) | 12.25 | 13.30 | 13.67 | 15.41 |
| Operating cash flow | $569.6M | $773.1M | $562.0M | $572.0M |
| Cash | $433.3M | $526.3M | $210.1M | $147.5M |
| Long-term debt | $361.6M | $337.2M | $304.5M | $243.5M |
| Dividends paid | $473.8M | $423.5M | $382.6M | $332.4M |
SEC XBRL, fiscal years, as known on 2026-10-28
WSO Stock Sonar score 5/7 axes
Find similar shapesCompareWSO ranks highest on institutional and government (85th percentile) and financial health (77th), and lowest on growth (26th), among Wholesale & Retail peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
WSO filings, in plain words
Have members of Congress traded WSO?
Yes, but not in the year to 2026-10-28; the latest on record is a sale by Valerie Hoyle dated 2025-09-23.
Read the full summary
Members of Congress have disclosed trades in WSO, none in the last year; the latest on record is a sale by Valerie Hoyle dated 2025-09-23. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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