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.
The Watsco, Inc. (NYSE: WSO) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Watsco is a Florida corporation and a distributor of heating, ventilation, air conditioning and refrigeration (HVAC/R) products, with common stock and Class B common stock listed on the New York Stock Exchange under the symbols WSO and WSOB, respectively, as noted in its filings.
Among the key documents available are current reports on Form 8‑K, which Watsco uses to furnish press releases covering quarterly and six‑month financial results. These filings typically include information on revenues, gross profit, margins, cash flow and commentary on business conditions, such as the industry‑wide transition to A2L refrigerant‑based HVAC systems. They also reference the company’s balance sheet position and capital allocation, including dividends.
Investors reviewing Watsco’s filings can track disclosures related to its technology platforms, including HVAC Pro+ mobile apps, e‑commerce initiatives, the OnCallAir® digital sales platform, pricing optimization tools and AI‑driven systems like Ask.Watsco and AL.watsco, when these are discussed in attached press releases. Filings may also describe the company’s "buy and build" acquisition strategy and provide details on completed acquisitions of HVAC/R and commercial refrigeration distributors.
Stock Titan enhances this information with AI‑powered summaries that highlight the main points of lengthy filings, helping users quickly understand the significance of Watsco’s 8‑K reports and other SEC documents. Real‑time updates from EDGAR, along with structured access to items such as earnings‑related disclosures and capital markets information, allow investors to monitor how Watsco communicates its financial performance, strategic initiatives and risk factors through official filings.
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.
Watsco Inc CFO and Treasurer Ana M. Menendez reported an "other" Form 4 transaction involving 25 shares of common stock at $336.95 per share, held indirectly. A footnote explains this indirect position is in the Watsco, Inc. Profit Sharing Retirement Plan and Trust. After this restructuring-type entry, the plan holds 1,573 common shares for her indirect benefit. The filing also updates her direct positions, showing 40,037 and 4,867 shares of Class B common stock and 28,954 and 40,000 shares of common stock, with the Class B shares convertible into common stock on a one-for-one basis with no expiration date.
Watsco Inc. Executive Vice President Barry S. Logan reported an administrative restructuring-type transaction involving 19 shares of Common stock at $336.95 per share. The shares are held indirectly through the Watsco, Inc. Profit Sharing Retirement Plan and Trust, bringing that indirect Common stock position to 1,802 shares.
Separately, Logan holds 30,000 shares of Common Stock directly and 113,037 shares of Class B Common stock directly, which are convertible into Common Stock on a one-for-one basis with no expiration date. Of the Class B shares, 70,000 are fully held and 43,037 remain subject to vesting restrictions, underscoring that the reported activity represents a small structural adjustment within a substantially larger overall stake.
Watsco, Inc. president Aaron J. Nahmad reported an “other” transaction involving 25 shares of common stock at $336.95 per share, classified as a restructuring event. The 25 shares are held indirectly, with ownership described in a profit sharing retirement plan and trust.
After this activity, he indirectly holds 526 shares of common stock, directly holds 1,408 shares, and an additional 1,150 common shares are held indirectly by his spouse. He also holds Class B common stock, including 64,237 and 305,993 shares directly and 16,020 shares indirectly, which is convertible into common stock on a one-for-one basis with no expiration date.