Rep. Val T. Hoyle Sells Watsco, Inc. (NYSE:WSO) Stock

Representative Val T. Hoyle (D-Oregon) recently sold shares of Watsco, Inc. (NYSE:WSO). In a filing disclosed on October 10th, the Representative disclosed that they had sold between $1,001 and $15,000 in Watsco stock on September 23rd. The trade occurred in the Representative’s “FIDELITY ROLLOVER IRA” account.

Representative Val T. Hoyle also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Marriott International (NASDAQ:MAR) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of H&R Block (NYSE:HRB) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of NIKE (NYSE:NKE) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of Bank of New York Mellon (NYSE:BK) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of Cisco Systems (NASDAQ:CSCO) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of Pentair (NYSE:PNR) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of Heico (NYSE:HEI.A) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of Target (NYSE:TGT) on 9/23/2025.

Watsco Stock Performance

Shares of NYSE WSO opened at $366.64 on Monday. The firm’s 50 day moving average price is $403.95 and its 200-day moving average price is $444.29. The company has a market cap of $14.87 billion, a PE ratio of 28.12 and a beta of 0.94. Watsco, Inc. has a 52-week low of $366.30 and a 52-week high of $571.41.

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

Watsco Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, October 31st. Stockholders of record on Thursday, October 16th will be paid a $3.00 dividend. This represents a $12.00 annualized dividend and a dividend yield of 3.3%. The ex-dividend date is Thursday, October 16th. Watsco’s dividend payout ratio is currently 92.02%.

Institutional Trading of Watsco

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in WSO. Farther Finance Advisors LLC increased its holdings in Watsco by 7.9% during the first quarter. Farther Finance Advisors LLC now owns 1,605 shares of the construction company’s stock valued at $821,000 after buying an additional 117 shares during the last quarter. GAMMA Investing LLC increased its holdings in Watsco by 76.0% during the first quarter. GAMMA Investing LLC now owns 940 shares of the construction company’s stock valued at $478,000 after buying an additional 406 shares during the last quarter. SG Americas Securities LLC increased its holdings in Watsco by 133.1% during the first quarter. SG Americas Securities LLC now owns 844 shares of the construction company’s stock valued at $429,000 after buying an additional 482 shares during the last quarter. Donaldson Capital Management LLC increased its holdings in Watsco by 6.3% during the first quarter. Donaldson Capital Management LLC now owns 1,491 shares of the construction company’s stock valued at $758,000 after buying an additional 88 shares during the last quarter. Finally, Simon Quick Advisors LLC increased its holdings in Watsco by 11.4% during the first quarter. Simon Quick Advisors LLC now owns 900 shares of the construction company’s stock valued at $458,000 after buying an additional 92 shares during the last quarter. 89.71% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. Weiss Ratings restated a “hold (c+)” rating on shares of Watsco in a research report on Wednesday, October 8th. Morgan Stanley lowered their price objective on shares of Watsco from $505.00 to $460.00 and set an “equal weight” rating on the stock in a research report on Wednesday. Finally, UBS Group lowered their price objective on shares of Watsco from $450.00 to $425.00 and set a “neutral” rating on the stock in a research report on Tuesday, September 23rd. One analyst has rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $472.50.

About Representative Hoyle

Val Hoyle (Democratic Party) is a member of the U.S. House, representing Oregon’s 4th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

Hoyle (Democratic Party) is running for re-election to the U.S. House to represent Oregon’s 4th Congressional District. She declared candidacy for the 2026 election.

Val Hoyle was born in California and lives in Springfield, Oregon. Hoyle graduated from Merrimack High School. She earned a B.A. in political science from Emmanuel College in 1992. Her career experience includes working as a director at United Way of Lane County, a policy fellow at Wayne Morse Center for Law and Politics, and a commissioner at the Oregon Bureau of Labor and Industries. Hoyle has also worked in domestic and international sales, as well as manufacturing distribution.

About Watsco

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.