Sentiment-Signal
33,9
Bearisch
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
46.7
0 neu, 1 erhöht, -10697313K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,70% (Stand: 31.03.2026)
Score-Verlauf (90 Tage)
Stammdaten
Watsco, Inc., together with its subsidiaries, distributes air conditioning, heating, refrigeration equipment, and related parts and supplies. The company distributes equipment comprising residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. It also offers parts, including replacement compressors, evaporator coils, motors, and other component parts; and supplies, such as thermostats, insulation materials, refrigerants, ductworks, grills, registers, sheet metals, tools, copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, as well as plumbing and bathroom remodeling supplies. The company serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems. As of December 31, 2021, it operated from 671 locations in the United States, Canada, Mexico, and Puerto Rico, as well as exports its products to Latin America and the Caribbean Basin. Watsco, Inc. was founded in 1945 and is headquartered in Miami, Florida.
Unternehmen & Branche
| Name | WATSCO INC |
|---|---|
| Ticker | WSO |
| CIK | 0000105016 |
| Boerse | US |
| Sektor | Industrials |
| Industrie | Industrial - Distribution |
| SIC | 5070 · Wholesale-Hardware & Plumbing & Heating Equipment & Supplies |
Wertpapier & Kennzahlen
| CUSIP | 942622101 |
|---|---|
| ISIN | US9426221019 |
| Typ | Common Stock |
| Marktkapitalisierung | 17,77 Mrd. USD |
| Beta | 1,05 |
| Dividendenrendite | 12,30 % |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2025-12-31 | 10-K | 7,239,290,000 | 496,994,000 | 12.25 | 4,414,805,000 | 2,781,376,000 |
| 2025-09-30 | 10-Q | 2,067,005,000 | 161,575,000 | 3.98 | 4,554,700,000 | 2,814,802,000 |
| 2025-06-30 | 10-Q | 2,062,442,000 | 183,613,000 | 4.52 | 4,729,513,000 | 2,760,442,000 |
| 2025-03-31 | 10-Q | 1,531,086,000 | 80,061,000 | 1.93 | 4,454,353,000 | 2,665,050,000 |
| 2024-12-31 | 10-K | 7,618,317,000 | 536,286,000 | 13.30 | 4,479,523,000 | 2,656,990,000 |
| 2024-09-30 | 10-Q | 2,160,036,000 | 171,031,000 | 4.22 | 4,517,476,000 | 2,696,375,000 |
| 2024-06-30 | 10-Q | 2,139,328,000 | 181,410,000 | 4.49 | 4,395,324,000 | 2,610,837,000 |
| 2024-03-31 | 10-Q | 1,564,991,000 | 87,004,000 | 2.17 | 4,357,118,000 | 2,526,425,000 |
| 2023-12-31 | 10-K | 7,283,767,000 | 536,337,000 | 13.67 | 3,729,182,000 | 2,229,839,000 |
| 2023-09-30 | 10-Q | 2,126,845,000 | 170,953,000 | 4.35 | 4,039,067,000 | 2,224,009,000 |
| 2023-06-30 | 10-Q | 2,003,084,000 | 172,764,000 | 4.42 | 4,103,011,000 | 2,037,647,000 |
| 2023-03-31 | 10-Q | 1,550,641,000 | 110,073,000 | 2.83 | 3,800,614,000 | 1,928,868,000 |
| 2022-12-31 | 10-K | 7,274,344,000 | 601,167,000 | 15.41 | 3,488,214,000 | 1,889,237,000 |
| 2022-09-30 | 10-Q | 2,035,796,000 | 157,641,000 | 4.03 | 3,584,587,000 | 1,908,775,000 |
| 2022-06-30 | 10-Q | 2,133,755,000 | 192,557,000 | 4.93 | 3,788,592,000 | 1,834,437,000 |
| 2022-03-31 | 10-Q | 1,523,570,000 | 113,298,000 | 2.90 | 3,473,889,000 | 1,725,210,000 |
| 2021-12-31 | 10-K | 6,280,192,000 | 418,945,000 | 10.78 | 3,085,861,000 | 1,664,948,000 |
| 2021-09-30 | 10-Q | 1,782,569,000 | 140,865,000 | 3.62 | 3,090,921,000 | 1,644,581,000 |
| 2021-06-30 | 10-Q | 1,849,640,000 | 144,102,000 | 3.71 | 3,131,684,000 | 1,575,703,000 |
| 2021-03-31 | 10-Q | 1,136,118,000 | 55,092,000 | 1.39 | 2,692,264,000 | 1,491,407,000 |
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Capital International Investors | 4,642,893 | 0 | 4,642,893 | 1,564,422,796 | Neu | +100,0% | |
| BlackRock, Inc. | 3,685,281 | 0 | 3,685,281 | 1,241,755,563 | Neu | +100,0% | |
| VANGUARD GROUP INC | 3,523,522 | 0 | 3,523,522 | 1,187,250,738 | Neu | +100,0% | |
| FMR LLC | 1,966,899 | 0 | 1,966,899 | 662,746,718 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,559,965 | 0 | 1,559,965 | 525,633,714 | Neu | +100,0% | |
| STATE STREET CORP | 1,240,636 | 0 | 1,240,636 | 418,032,300 | Neu | +100,0% | |
| BAILLIE GIFFORD & CO | 917,492 | 0 | 917,492 | 309,148,930 | Neu | +100,0% | |
| MORGAN STANLEY | 825,455 | 0 | 825,455 | 278,139,111 | Neu | +100,0% | |
| BLAIR WILLIAM & CO/IL | 675,440 | 0 | 675,440 | 227,589,413 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 638,014 | 0 | 638,014 | 214,372,879 | Neu | +100,0% | |
| MARKEL GROUP INC. | 577,669 | 0 | 577,669 | 194,645,571 | Neu | +100,0% | |
| DAVENPORT & Co LLC | 470,177 | 0 | 470,177 | 159,292,528 | Neu | +100,0% | |
| Capital World Investors | 434,018 | 0 | 434,018 | 146,242,365 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 426,355 | 0 | 426,355 | 143,660,329 | Neu | +100,0% | |
| TWO SIGMA INVESTMENTS, LP | 404,803 | 0 | 404,803 | 136,398,371 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 393,870 | 0 | 393,870 | 132,714,524 | Neu | +100,0% | |
| Neuberger Berman Group LLC | 382,845 | 0 | 382,845 | 128,999,496 | Neu | +100,0% | |
| NORGES BANK | 328,989 | 0 | 328,989 | 110,852,844 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 319,162 | 0 | 319,162 | 107,541,636 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 306,319 | 0 | 306,319 | 103,217,059 | Neu | +100,0% | |
| RENAISSANCE TECHNOLOGIES LLC | 305,280 | 0 | 305,280 | 102,864,096 | Neu | +100,0% | |
| BAHL & GAYNOR INC | 260,786 | 0 | 260,786 | 87,871,843 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 235,512 | 0 | 235,512 | 79,385,803 | Neu | +100,0% | |
| BROWN BROTHERS HARRIMAN & CO | 230,992 | 0 | 230,992 | 77,832,754 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 214,802 | 0 | 214,802 | 72,378,300 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 213,603 | 0 | 213,603 | 71,973,427 | Neu | +100,0% | |
| WELCH & FORBES LLC | 210,718 | 0 | 210,718 | 71,001,601 | Neu | +100,0% | |
| UBS Group AG | 186,875 | 0 | 186,875 | 62,967,531 | Neu | +100,0% | |
| SCHWARTZ INVESTMENT COUNSEL INC | 167,185 | 0 | 167,185 | 56,332,986 | Neu | +100,0% | |
| Vantage Investment Partners, LLC | 166,172 | 0 | 166,172 | 55,991,655 | Neu | +100,0% | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 152,445 | 0 | 152,445 | 51,366,343 | Neu | +100,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 149,006 | 0 | 149,006 | 50,207,571 | Neu | +100,0% | |
| Corient Private Wealth LLC | 145,405 | 0 | 145,405 | 49,000,660 | Neu | +100,0% | |
| BENJAMIN EDWARDS INC | 145,131 | 0 | 145,131 | 48,920,916 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 137,656 | 0 | 137,656 | 46,384,000 | Neu | +100,0% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 128,578 | 0 | 128,578 | 43,324,358 | Neu | +100,0% | |
| CITIGROUP INC | 125,098 | 0 | 125,098 | 42,151,771 | Neu | +100,0% | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 120,497 | 0 | 120,497 | 40,601,464 | Neu | +100,0% | |
| KING LUTHER CAPITAL MANAGEMENT CORP | 116,986 | 0 | 116,986 | 39,418,284 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 115,600 | 0 | 115,600 | 38,951,420 | Neu | +100,0% | |
| Conestoga Capital Advisors, LLC | 115,568 | 0 | 115,568 | 38,940,638 | Neu | +100,0% | |
| AEGON ASSET MANAGEMENT UK PLC | 114,004 | 0 | 114,004 | 38,439,920 | Neu | +100,0% | |
| DONALDSON CAPITAL MANAGEMENT, LLC | 109,931 | 0 | 109,931 | 37,041,419 | Neu | +100,0% | |
| Baird Financial Group, Inc. | 109,609 | 0 | 109,609 | 36,932,753 | Neu | +100,0% | |
| STIFEL FINANCIAL CORP | 103,504 | 0 | 103,504 | 34,878,320 | Neu | +100,0% | |
| RHUMBLINE ADVISERS | 103,364 | 0 | 103,364 | 34,828,438 | Neu | +100,0% | |
| Legal & General Group Plc | 100,452 | 0 | 100,452 | 33,847,301 | Neu | +100,0% | |
| Swiss National Bank | 95,644 | 0 | 95,644 | 32,227,246 | Neu | +100,0% | |
| ANCHOR CAPITAL ADVISORS LLC | 85,392 | 0 | 85,392 | 28,772,729 | Neu | +100,0% | |
| HOWLAND CAPITAL MANAGEMENT LLC | 83,861 | 0 | 83,861 | 28,256,964 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2025-06-10 | Custer John Michael | Director | Open Market Sale | -2,200 | 448.27 | -986,194.00 | -100,0% |
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| OPPENHEIMER & CO INC | 11,287 | 4,106,098 | 100.00 |