Welcome to our dedicated page for Watsco SEC filings (Ticker: WSO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Watsco, Inc. filings document the company's HVAC/R distribution business, periodic operating results, Regulation FD disclosures, dividend actions, and capital structure. Recent Form 8-K reports furnish quarterly and annual financial results and related press releases, including disclosures tied to Common stock and Class B common stock.
Proxy materials cover shareholder voting matters, board governance, executive compensation, equity awards, and pay-versus-performance disclosure. The filing record also identifies Watsco as a Florida corporation with Common stock and Class B common stock registered on the New York Stock Exchange under WSO and WSOB.
Capital International Investors amends Schedule 13G to report beneficial ownership of 3,540,962 shares of Watsco, Inc. common stock, representing 10.1% of 34,944,441 shares outstanding as stated in the filing. The filing breaks out voting and dispositive powers, showing sole voting power of 3,490,923 shares and sole dispositive power of 3,540,962 shares. The amendment is signed by a Senior Vice President on behalf of Capital International Investors.
Watsco, Inc. passive investor Capital Research Global Investors reports beneficial ownership of 1,898,603 shares, representing 5.4% of Watsco's 34,944,441 shares outstanding as of 03/31/2026. The filing shows sole voting power for 1,897,547 shares and sole dispositive power for 1,898,603 shares.
Watsco Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 1,827,568 shares of Common Stock, representing 5.22% of the class as of 03/31/2026. The filing shows Vanguard has sole voting power over 260,069 shares and sole dispositive power over 1,827,568 shares. The Schedule 13G was signed on 04/30/2026 by Ashley Grim on behalf of Vanguard Capital Management.
Watsco, Inc. agreed to acquire the HVAC distribution business of Jackson Supply by issuing Common Stock valued at $198.0 million, net of the Business’ debt and transaction expenses. The exact number of shares will be based on the 10-day volume-weighted average price of Watsco’s stock before closing.
Using the 10 most recent trading days ended April 27, 2026 and before any adjustments, this would equal an estimated 458,985 shares, with $25.0 million of stock held in escrow for up to 12 months for purchase price adjustments and indemnification. The shares will be issued as unregistered securities under a private placement exemption.
Watsco Inc ownership report: Vanguard Portfolio Management reports beneficial ownership of 1,755,266 shares of Common Stock as of 03/31/2026, representing 5.02% of the class. The filing shows sole voting power for 4,212 shares and sole dispositive power for 1,755,266 shares.
The filing states these holdings reflect positions managed by Vanguard Portfolio Management LLC and affiliated Vanguard entities, and notes that no single other person has more than 5% of the class.
Watsco, Inc. reported first-quarter 2026 results showing broadly stable performance and continued investment in growth. Revenue was flat at $1.53 billion, with gross profit of $428 million and an operating margin of 7.2%. Diluted earnings per share declined 3% to $1.87, while cash used in operations improved sharply to $19 million from $178 million a year earlier due to lower working capital use.
The company agreed to acquire Jackson Supply Company, a Sunbelt HVAC distributor with annual sales of $230 million, expected to close in the second quarter of 2026. Watsco ended the quarter with $392.7 million in cash, $200 million in short-term cash investments and no debt, and increased its annual dividend by 10% to $13.20 per share. Digital initiatives continued to scale, with e-commerce sales of approximately $2.6 billion over the last 12 months, representing 36% of sales.
Watsco, Inc. reported first-quarter 2026 results showing broadly stable performance and continued investment in growth. Revenue was flat at $1.53 billion, with gross profit of $428 million and an operating margin of 7.2%. Diluted earnings per share declined 3% to $1.87, while cash used in operations improved sharply to $19 million from $178 million a year earlier due to lower working capital use.
The company agreed to acquire Jackson Supply Company, a Sunbelt HVAC distributor with annual sales of $230 million, expected to close in the second quarter of 2026. Watsco ended the quarter with $392.7 million in cash, $200 million in short-term cash investments and no debt, and increased its annual dividend by 10% to $13.20 per share. Digital initiatives continued to scale, with e-commerce sales of approximately $2.6 billion over the last 12 months, representing 36% of sales.
Watsco, Inc. has called its 2026 annual shareholder meeting for June 1, 2026 in Miami. Holders of Common stock will elect one director, while Class B holders will elect two directors, each to serve until the 2029 meeting. Shareholders will also cast an advisory vote on executive compensation and vote on ratifying Deloitte & Touche LLP as independent auditor for fiscal 2026.
The proxy explains Watsco’s dual-class structure, where Common shares carry one vote and Class B shares carry 10 votes on most matters, and outlines quorum and broker non-vote rules. It highlights an ownership-driven pay philosophy centered on restricted stock that typically vests only at or after retirement, tying named executive officer rewards to very long-term total shareholder return. The filing also describes board composition, committee structure, risk oversight, and Watsco’s ESG, diversity, and workforce initiatives.
Watsco Inc — The Vanguard Group filed Amendment No. 4 to a Schedule 13G/A reporting that it beneficially owns 0 shares (0%) of Watsco Inc common stock. The filing explains an internal realignment effective January 12, 2026 that led certain Vanguard subsidiaries to report holdings separately.
The filing lists Vanguard's address in Malvern, PA, states the CUSIP 942622200, and is signed by Ashley Grim on 03/27/2026. The filing notes that the subsidiaries pursue the same investment strategies and that Vanguard no longer is deemed to beneficially own the securities reported by those subsidiaries in reliance on SEC Release No. 34-39538.