Wall Street's Most Accurate Analysts Give Their Take On 3 Industrials Stocks Delivering High-Dividend Yields
The article highlights three industrial stocks with high dividend yields – MSC Industrial Direct Co Inc (MSM), Korn Ferry (KFY), and Watsco Inc (WSO) – and provides recent analyst ratings and accuracy rates for each. It notes that dividend-yielding stocks are attractive during market turbulence due to high free cash flows and regular payouts to shareholders. The analysis includes upgrades, downgrades, and price target adjustments from various analysts, along with recent news affecting each company's stock.
Capital International Investors holds 10.1% of Watsco (NYSE: WSO) shares
Capital International Investors has filed an amended Schedule 13G/A, reporting a beneficial ownership of 3,540,962 shares of Watsco, Inc. (NYSE: WSO), which represents 10.1% of the company's outstanding shares. The filing details Capital International Investors' sole voting power over 3,490,923 shares and sole dispositive power over all 3,540,962 shares, indicating a significant passive stake in Watsco. This amendment updates their previous disclosure without stating any specific activist intent.
Capital Research holds 5.4% of Watsco (NYSE: WSO) as of 03/31/2026
Capital Research Global Investors has reported a 5.4% beneficial ownership in Watsco (NYSE: WSO) as of March 31, 2026, holding 1,898,603 shares out of 34,944,441 outstanding. This disclosure was made via a Schedule 13G filing, indicating a passive investment. The filing details sole voting power for 1,897,547 shares and sole dispositive power for 1,898,603 shares.
Watsco (NYSE:WSO) - Stock Analysis
This report provides a comprehensive stock analysis of Watsco (NYSE:WSO), a distributor of HVAC/R equipment and supplies, detailing its market performance, financial health, and future growth prospects. The company's Q1 2026 earnings topped forecasts, supported by its acquisition of Jackson Supply Company and growth in e-commerce, leading to a 10% dividend increase. While analysts have varying price targets and highlight risks like demand trends and the A2L refrigerant transition, Watsco remains debt-free with strong long-term growth forecasts in the HVAC industry.
Vanguard holds 1.83M Watsco (NYSE: WSO) shares in Schedule 13G
Vanguard Capital Management has disclosed beneficial ownership of 1,827,568 shares of Watsco Inc. (NYSE: WSO), representing a 5.22% stake as of March 31, 2026. This filing, a Schedule 13G, indicates a passive investment approach with Vanguard holding sole voting power over 260,069 shares and sole dispositive power over all 1,827,568 shares. The disclosure aligns with SEC reporting rules for institutional investors, signaling a significant but non-activist position in the company.
Vanguard Portfolio Management reports 5.02% stake in Watsco (NYSE: WSO)
Vanguard Portfolio Management has reported a 5.02% beneficial ownership stake in Watsco (NYSE: WSO) as of March 31, 2026. This Schedule 13G filing indicates Vanguard has sole dispositive power over 1,755,266 shares and sole voting power over 4,212 shares. The report clarifies that these holdings are managed by Vanguard Portfolio Management LLC and its affiliated entities, and no other single person holds more than 5% of the class.
Watsco Declares $3.30 Quarterly Dividend
Watsco, Inc. has declared a regular quarterly cash dividend of $3.30 per share on its Common and Class B common stock. This dividend is payable on April 30, 2026, to shareholders of record as of April 16, 2026, and represents a 10% increase, bringing the annual rate to $13.20 per share. The company's Chairman & CEO, Albert H. Nahmad, noted this increase reflects confidence in the business and its strong balance sheet, continuing Watsco's 52 consecutive years of dividend payments.
Watsco Declares $3.30 Quarterly Dividend
Watsco, Inc. (NYSE: WSO) has declared a regular quarterly cash dividend of $3.30 per share on its Common and Class B common stock, payable on April 30, 2026, to shareholders of record on April 16, 2026. This dividend reflects a 10% increase, bringing the annual rate to $13.20 per share, and marks 52 consecutive years of dividend payments. The company's Chairman & CEO, Albert H. Nahmad, noted that this increase demonstrates confidence in the business and its strong balance sheet.
Watsco Declares $3.30 Quarterly Dividend
Watsco, Inc. (NYSE: WSO) has declared a regular quarterly cash dividend of $3.30 per share for its Common and Class B common stock, payable on April 30, 2026, to shareholders of record on April 16, 2026. This represents a 10% increase, bringing the annual dividend rate to $13.20 per share. The company, which has paid dividends for 52 consecutive years, attributes this increase to its confidence in the business and strong balance sheet, and aims to share cash flow while continuing to expand its distribution network.
Watsco Declares $3.30 Quarterly Dividend
Watsco, Inc. has declared a regular quarterly cash dividend of $3.30 per share, marking a 10% increase to an annual rate of $13.20 per share. The dividend is payable on April 30, 2026, to shareholders of record on April 16, 2026. This increase reflects the company's confidence in its business and its long-standing philosophy of sharing cash flow with shareholders while maintaining a strong balance sheet.
Watsco (WSO) Down 9.9% Since Last Earnings Report: Can It Rebound?
Watsco (WSO) shares have declined 9.9% since its last earnings report, underperforming the S&P 500. The company reported lower-than-expected Q4 2025 results due to reduced demand for HVAC equipment and products, a weaker consumer spending environment, and a slowdown in housing activity. Estimates for the stock have been trending downward, and Watsco currently holds a Zacks Rank #3 (Hold).
Watsco (WSO) slides as investors refocus on soft early-2026 HVAC demand signals
Watsco (WSO) stock is down 5.4% today, likely due to investor concerns over slowing HVAC/R demand following the company's Q4 and full-year 2025 update. Management indicated mid-single-digit sales declines in January and February 2026, reinforcing worries about near-term volume trends ahead of the spring/summer selling season. The decline may also reflect profit-taking and broader market de-risking in cyclical stocks.
Bronstein, Gewirtz & Grossman, LLC Encourages Watsco, Inc. (WSO) Investors to Inquire about Securities Investigation
Bronstein, Gewirtz & Grossman, LLC is investigating potential securities claims against Watsco, Inc. (WSO) following a 2% year-over-year revenue decline in Q1 2025, which missed consensus estimates and led to an 11% stock drop. The firm encourages investors who purchased Watsco securities and are aware of relevant facts to contact them to assist with the investigation, which operates on a contingency fee basis.
Dividend Hike Amid Softer Earnings Might Change The Case For Investing In Watsco (WSO)
Watsco (NYSE: WSO) recently announced a 10% dividend increase to US$13.20 per share, despite reporting softer sales and net income for Q4 2025. This move highlights management's focus on shareholder returns and improved gross margins, even as the company navigates the disruptive shift to A2L refrigerant equipment. Investors are encouraged to assess how this dividend hike, alongside a debt-free balance sheet, redefines the investment narrative amidst near-term industry challenges and tariff uncertainty.
Watsco, Inc. $WSO Shares Sold by Bahl & Gaynor Inc.
Bahl & Gaynor Inc. reduced its stake in Watsco, Inc. by 7.1%, selling 19,751 shares, though other institutional investors like Charles Schwab and DAVENPORT & Co LLC increased their holdings. Watsco missed its Q3 quarterly earnings expectations, reporting lower-than-anticipated EPS and revenue, with revenue down 9.9% year-over-year. The company maintains a quarterly dividend of $3.00, resulting in a 2.9% yield, but has a high payout ratio of 99.1%.
Watsco, Inc. $WSO Stock Position Cut by K.J. Harrison & Partners Inc
K.J. Harrison & Partners Inc significantly reduced its stake in Watsco, Inc. (NYSE:WSO) by 88.7% in the third quarter of 2025, selling 7,150 shares and retaining 910 shares valued at $374,000. Despite this, other hedge funds increased their positions, and institutional investors collectively own 89.71% of the company. Watsco recently missed Q4 earnings expectations, reporting $1.68 EPS against an anticipated $1.94, with revenue down 9.9% year-over-year. The company pays a $3 quarterly dividend, yielding 2.9%, and holds a consensus "Hold" rating from analysts with a $409 price target.
Watsco, Inc. $WSO Shares Sold by Quantbot Technologies LP
Quantbot Technologies LP significantly reduced its stake in Watsco, Inc. (NYSE:WSO) by 37% in Q3, selling over 8,000 shares. This comes as Watsco missed quarterly earnings expectations with $1.68 EPS against $1.94 expected and a 9.9% year-over-year revenue decline. The company also pays a quarterly dividend of $3.00, but its high payout ratio of 99% suggests limited potential for future dividend growth.
Discipline and Rules-Based Execution in WSO.B Response
This article from Stock Traders Daily discusses AI-generated trading strategies for Watsco Inc. Class B (NASDAQ: WSO.B). It outlines three distinct strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored to different risk profiles. The analysis highlights key findings, institutional trading strategies, and multi-timeframe signal analysis designed to optimize position sizing and minimize drawdown risk.
Dividend raised as Watsco (NYSE: WSO) posts 2025 results and record margin
Watsco, Inc. reported mixed financial results for 2025, with revenues down 5% to $7.24 billion and diluted EPS at $12.25, reflecting a challenging HVAC/R market. Despite this, the company achieved a record gross margin of 28.0% and strong operating cash flow of $570 million, ending the year debt-free with $780 million in cash. In response, Watsco's board approved a 10% increase in its annual dividend to $13.20 per share, marking its 52nd consecutive year of dividend payments, underscoring confidence in long-term cash generation and strategic investments in digital platforms.
Watsco Boosts Annual Dividend 10% to $13.20 Per Share
Watsco, Inc. announced a 10% increase in its annual dividend to $13.20 per share, reflecting confidence in its business prospects, strong cash flow, and a conservative balance sheet. This marks the 52nd consecutive year the company has paid dividends, emphasizing its strategy to share cash flow while growing its distribution network and leveraging technology. The increase will be reflected in the next quarterly dividend payment in April 2026.
Watsco Boosts Annual Dividend 10% to $13.20 Per Share
Watsco, Inc. announced a 10% increase in its annual dividend to $13.20 per share, effective with its next quarterly payment in April 2026. This decision reflects the company's strong cash flow, conservative balance sheet, and confidence in future growth prospects. Watsco has a 52-year history of paying dividends and is the largest distributor in the North American HVAC/R market.
WATSCO ($WSO) Releases Q4 2025 Earnings
WATSCO ($WSO) reported its Q4 2025 earnings, missing both earnings per share and revenue estimates. The company posted earnings of $1.68 per share, against an estimate of $1.90, and revenue of $1.58 billion, falling short of the $1.64 billion estimate. The article also details recent hedge fund activity, congressional stock trading, and analyst price targets for WSO.
Watsco, Inc. Announces 10% Increase in Annual Dividend to $13.20 per Share
Watsco, Inc. announced a 10% increase in its annual dividend to $13.20 per share, effective with its next quarterly payment in April 2026. This decision reflects the company's strong cash flow, solid balance sheet, and confidence in future business prospects, maintaining its 52-year streak of dividend payments. As the largest distributor in the North American HVAC/R market, Watsco plans to continue its long-term growth through technological innovation, digital engagement, and AI-driven initiatives.
Watsco, Inc. Announces 10% Increase in Annual Dividend to $13.20 per Share
Watsco, Inc. has announced a 10% increase in its annual dividend, raising it to $13.20 per share, effective with the April 2026 quarterly payment. The company's Chairman & CEO, Albert H. Nahmad, cited strong cash flow and a solid balance sheet as reasons for the increase, emphasizing Watsco's 52-year history of dividend payments and its commitment to shareholder returns. Watsco, the largest distributor in the North American HVAC/R market, plans to continue focusing on growth through technology and AI-driven initiatives.
Watsco Reports Record Full-Year Gross Margin, Meets Inventory Reduction Target and Generates Record 4th Quarter Cash Flow in Challenging Market Conditions
Watsco, Inc. reported record full-year gross margin and met its inventory reduction target, generating record fourth-quarter cash flow despite challenging market conditions in 2025. The company increased its annual dividend by 10% to $13.20 per share, marking its 52nd consecutive year of dividend payments. Watsco detailed its investments in technology, an "OnCallAir" digital sales platform, and a "buy and build" acquisition strategy to drive growth and enhance its position in the fragmented North American HVAC/R market.
Watsco Boosts Annual Dividend 10% to $13.20 Per Share
Watsco, Inc. announced a 10% increase in its annual dividend to $13.20 per share, reflecting confidence in its business prospects and supported by strong cash flow. This marks the 52nd consecutive year the company has paid dividends, emphasizing its strategy to share cash flow while maintaining a conservative balance sheet and investing in its distribution network and technology platforms.
Federated Hermes Inc. Acquires 17,013 Shares of Watsco, Inc. $WSO
Federated Hermes Inc. significantly increased its stake in Watsco, Inc. (NYSE:WSO) during the third quarter of 2025, purchasing an additional 17,013 shares to bring its total holdings to 19,957 shares valued at approximately $8.07 million. Institutional investors collectively own about 89.7% of Watsco's stock. Analysts generally maintain a "Hold" rating on Watsco, with a consensus price target of $404.14, and the company recently declared a quarterly dividend of $3.00, resulting in an annualized yield of 3.1%.
Watsco, Inc. $WSO Shares Purchased by Truist Financial Corp
Truist Financial Corp significantly increased its stake in Watsco, Inc. (NYSE:WSO) during the third quarter, purchasing an additional 17,820 shares to own a total of 37,808 shares valued at approximately $15.29 million. Other institutional investors also adjusted their holdings in the construction company. Watsco reported strong quarterly earnings and pays a quarterly dividend of $3.00, with analysts having an average "Hold" rating and a target price of $404.14 for the stock.
Watsco Schedules Conference Call to Review 2025 Fourth Quarter Performance and Annual Results
Watsco, Inc. (NYSE: WSO) announced a conference call for Tuesday, February 17, 2026, at 10:00 a.m. ET to discuss its 2025 fourth-quarter performance and annual results. The earnings will be released before the market opens on the same day, with prepared remarks followed by a Q&A session. The call will be webcast, and participants are encouraged to pre-register.
Watsco, Inc. $WSO Shares Bought by AEGON ASSET MANAGEMENT UK Plc
AEGON Asset Management UK Plc increased its stake in Watsco, Inc. ($WSO) by 4.3% in Q3, acquiring an additional 4,966 shares, bringing their total to 121,191 shares valued at approximately $48.87 million. Watsco also declared a quarterly dividend of $3.00, resulting in an annualized dividend of $12.00 and a 3.1% yield. Despite this, analyst sentiment leans neutral to negative, with several firms cutting price targets and Zacks downgrading the stock to a "strong sell."
Rakuten Investment Management Inc. Invests $4.02 Million in Watsco, Inc. $WSO
Rakuten Investment Management Inc. recently purchased a new stake of 9,939 shares in Watsco, Inc. (NYSE:WSO) worth approximately $4.02 million during the third quarter. Watsco, a leading HVAC/R distributor, has a market cap of $15.75 billion, a P/E ratio of 30.34, and recently declared a quarterly dividend of $3.00 per share. The company currently holds a "Hold" consensus rating from analysts with an average price target of $404.14.
Baillie Gifford & Co. Sells 32,258 Shares of Watsco, Inc. $WSO
Baillie Gifford & Co. reduced its stake in Watsco, Inc. by 3.3% during the third quarter, selling 32,258 shares but still holding 944,086 shares valued at $381.7 million. Watsco recently declared a $3.00 quarterly dividend per share, representing an annualized yield of 3.1% and a high payout ratio of 93.75%. The company maintains a "Hold" consensus rating from analysts, with an average price target of $404.14 against its current price of approximately $384.14.
Vantage Investment Partners LLC Increases Position in Watsco, Inc. $WSO
Vantage Investment Partners LLC significantly increased its stake in Watsco, Inc. (WSO) by 257.5% in Q3, now owning 0.24% of the company, valued at approximately $39.5 million. This move is part of a broader trend of increased institutional interest, with overall institutional ownership at 89.71%. Despite a high dividend payout ratio of 93.75%, analysts maintain an average "Hold" rating for Watsco with a consensus target price of $404.14.
Watsco Maintains Quarterly Dividend at $3 a Share, Payable Jan. 30 to Holders of Record as of Jan. 16
Watsco, Inc. has announced it will maintain its quarterly cash dividend at $3 per share. The dividend is payable on January 30, 2026, to shareholders of record as of January 16, 2026. This news follows a recent UBS price target cut for Watsco, along with other financial updates regarding the company's Q3 2025 earnings which saw revenue fall and miss estimates.
Watsco Declares $3.00 Quarterly Dividend
Watsco, Inc. (NYSE: WSO) announced that its Board of Directors has declared a regular quarterly cash dividend of $3.00 per share, payable on January 30, 2026, to shareholders of record as of January 16, 2026. The company has a 52-year history of paying dividends and plans to continue sharing cash flow with shareholders while maintaining a conservative balance sheet and expanding its distribution network. Watsco is the largest distributor in the North American HVAC/R market and is investing in technology and AI-driven initiatives for long-term growth.
Watsco Declares $3.00 Quarterly Dividend
Watsco, Inc. (NYSE: WSO) has declared a regular quarterly cash dividend of $3.00 per share for its common and Class B common stock. This dividend is payable on January 30, 2026, to shareholders of record as of January 16, 2026. The company, which is the largest distributor in the North American HVAC/R market, has consistently paid dividends for 52 years, reflecting its strategy to share cash flow and maintain a conservative balance sheet.
Why Watsco (WSO) Stock Is Up Today
Shares of equipment distributor Watsco (NYSE:WSO) rose 3% after the company announced a regular quarterly cash dividend of $3.00 per share, extending its dividend payment streak to 52 consecutive years. The dividend is payable on January 30, 2026, to shareholders of record as of January 16, 2026. This move highlights Watsco's commitment to sharing cash flow while maintaining a strong financial position, reflecting positively on its long history of payments to shareholders.
Watsco Declares $3.00 Quarterly Dividend
Watsco, Inc. has declared a regular quarterly cash dividend of $3.00 per share for its common and Class B common stock. This dividend will be payable on January 30, 2026, to shareholders of record as of January 16, 2026. The company, a major distributor in the HVAC/R market, highlighted its 52 consecutive years of dividend payments and its strategy to share cash flow while maintaining a conservative balance sheet.
Watsco declares $3.00 quarterly dividend, continuing 52-year streak
Watsco, Inc. (NYSE:WSO) announced a regular quarterly cash dividend of $3.00 per share for both its Common and Class B common stock, payable on January 30, 2026, to shareholders of record as of January 16, 2026. This extends the company's dividend distribution streak to 52 consecutive years, representing a 3.56% annual dividend yield. Despite recent earnings falling short of expectations, Watsco, a leading HVAC/R distributor, continues to focus on growth, technology leverage, and maintaining a conservative balance sheet.
Intech Investment Management LLC Increases Holdings in Watsco, Inc. $WSO
Intech Investment Management LLC significantly increased its stake in Watsco, Inc. (NYSE:WSO) by 37.9% in Q2, bringing their holdings to 11,897 shares valued at $5.25 million. Other major institutional investors like Goldman Sachs, Charles Schwab, Jacobs Levy, and Nuveen also hold substantial positions or have recently increased their holdings in the construction company. Despite robust institutional ownership at 89.71%, Watsco faces a consensus "Hold" rating from analysts with a target price of $435.00, and the stock pays a quarterly dividend of $3.00, yielding 3.6%.
Watsco, Inc. (NYSE:WSO) Q3 2025 Earnings Call Transcript
Watsco, Inc. (NYSE: WSO) reported healthy earnings and record cash flow despite a challenging market environment in Q3 2025, missing EPS expectations due to a significant industry transition to A2L refrigerants. The company focuses on long-term initiatives like inventory optimization, technology investments, and potential acquisitions for growth, while acknowledging temporary softness in demand and unit volumes. They emphasize their strong balance sheet with no debt and significant cash position to pursue strategic opportunities.
Watsco, Inc. Experiences Revision in Its Stock Evaluation Amidst Strong Financial Metrics
Watsco, Inc., a midcap company in the building products sector, has seen its stock evaluation revised, now featuring a P/E ratio of 34 and a price-to-book value of 7.49. Despite a recent year-to-date stock decline of 23.55%, the company maintains robust financial health with a ROCE of 31.28% and a dividend yield of 2.17%, positioning it with a premium valuation compared to some peers.
WSO SEC Filings - Watsco 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Watsco's (WSO) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, and 8-K material events, along with insider trading forms. It highlights the company's financial performance, strategic initiatives like acquisitions, technological platforms, and its dividends, serving as a key tool for investors and traders. Recent filings include a director's Form 4, Q3 2025 revenue and net income, and Schedule 13G/A reports on institutional ownership.
Watsco Reports Record Third Quarter Gross Profit, Gross
Watsco, Inc. reported record third-quarter gross profit, gross margin, and operating cash flow despite challenging market conditions and a significant regulatory transition to new HVAC systems. The company achieved these results through strategic investments in technology, an expanded e-commerce presence, and a robust balance sheet. Watsco also outlined its growth initiatives, including AI-driven customer experience enhancements and an expanded acquisition strategy.
William Blair downgrades Watsco stock to Market Perform on weak HVAC demand By Investing.com - Investing.com South Africa
William Blair has downgraded Watsco stock to Market Perform, citing concerns over weakening demand in the HVAC sector. This action anticipates potential future challenges for the company's performance.
William Blair downgrades Watsco stock to Market Perform on weak HVAC demand - Investing.com India
William Blair has downgraded Watsco stock to Market Perform, citing concerns about weakening demand in the HVAC sector. The downgrade reflects expectations of reduced revenue growth in the near term for the company.
Watsco, Inc. Stock Plummets to New 52-Week Low of $364.19 - Markets Mojo
Watsco, Inc. stock has dropped to a new 52-week low of $364.19, reflecting a 21.3% decline over the past year. The company, a small-cap player in the building products industry, has a market capitalization of $18,309 million, a P/E ratio of 34.00, and a dividend yield of 2.43%. Its return on equity stands at 21.36%, with a debt-to-equity ratio of -0.06.
Watsco Schedules Third Quarter Earnings Call on October 29, 2025 - GlobeNewswire
Watsco, Inc. announced its third-quarter 2025 earnings conference call will be held on Wednesday, October 29, 2025, at 10:00 a.m. (EDT). The company's earnings results will be released before the market opens on the same day, and participants can pre-register or join by phone. A replay of the call will be available on Watsco's website.
Watsco (NYSE:WSO) Stock Price
This article provides a detailed stock analysis of Watsco (NYSE:WSO), including its current share price, fair value estimates from various analysts, and recent performance. It highlights different narratives shaping the company's outlook, such as the impact of urbanization, climate trends, regulatory changes, A2L transition, and potential tariff concerns. The analysis also covers key financial details and a brief company overview.
Watsco: A Durable Compounder in America's Heating and Cooling Backbone
Watsco Inc. is presented as a durable compounder in the HVAC/R distribution industry, dominating a fragmented market with a capital-light model and strong pricing power. The company benefits from non-discretionary replacement demand, regulatory tailwinds, and efficient digital operations, which contribute to consistent returns and shareholder-friendly capital allocation. Despite what might seem like a high valuation, the article argues it is justified by Watsco's long-term growth potential and market share expansion in a massive industry.
