TOP TIERMARKET NEWSWIRE
Movers explained · 2026-10-27

Archived explainer. For the current picture see today's WSO page.

Why Is WATSCO INC A (WSO) Stock Down Today?

By the Top Tier Newswire AI Desk · October 27, 2026 at 10:03 AM ET · reviewed against 10 wire stories

WATSCO INC A (WSO) is down -7.74% in the latest session. Our newswire has captured 10 stories on WSO across 7 sources in the last 36 hours, with AI sentiment reading mixed (avg 49/100).

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Watsco Inc (NYSE: WSO) shares fell 7.74% to $281.70 on October 27, 2026. The decline followed the release of third-quarter financial results, where the company reported an earnings miss despite achieving record revenue levels.

What Happened

Watsco disclosed its operating results for the quarter ended September 30, 2026, via an 8-K filing. The company reported GAAP earnings per share of $3.77, which missed the consensus estimate of $4.09 by $0.32. Revenue reached $2.22 billion, a figure that beat the expected $2.209 billion by $10 million. Management described the quarter as showing mixed outcomes, with strong cash generation and improving demand offsetting the earnings shortfall. The company also announced the signing of a $750 million unsecured senior revolving credit facility. Mizuho maintained a Neutral rating on the stock but lowered its price target to $325.

What The Data Shows

The stock opened at $307.01, a 0.6% gap up from the prior close of $305.33. It reached a session high of $313.63 at 7:30 AM ET before dropping to a session low of $273.00 at 9:00 AM ET. Volume stood at 0.2 million shares, which is 0.5 times the three-month daily average. Watsco printed four fresh 52-week highs on October 27, 2026, before the sell-off. The stock now trades within a 52-week range of $277.34 to $459.00. Fundamentals show a market cap of $12.3 billion, a P/E ratio of 26.2, and a dividend yield of 4.09%. Trailing twelve-month revenue is down 3.0%, while the net margin stands at 6.5%. The stock has a beta of 1.04. Recent congressional disclosures show Donald J. Trump bought $100,001 to $250,000 on July 22 and July 31, 2026, and sold $1,001 to $15,000 on August 10, 2026.

What To Watch

Investors will monitor the company's dividend sustainability and the impact of its acquisition strategy on future earnings. The market will also assess how the new credit facility supports the company's growth plans.

AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.

WSO by the numbers

Last: $281.70Session: -7.74%Coverage: 10 stories / 7 sourcesAI sentiment: 49/100 (mixed)Mkt cap: $12.3BP/E: 26.252w: $277.34 to $459.00
WSO · today's session (5-min) · -3.70% vs prior close · updated 11:41 AM ET
$271$294$316prev close $305.33$294.047:30 AM8:32 AM9:35 AM10:37 AM11:40 AM7:30 AM · $313.637:35 AM · $294.007:40 AM · $290.007:45 AM · $287.007:55 AM · $287.008:00 AM · $283.008:05 AM · $281.088:10 AM · $280.008:15 AM · $280.008:20 AM · $279.938:30 AM · $278.008:35 AM · $277.008:40 AM · $277.008:45 AM · $274.448:55 AM · $274.509:00 AM · $273.699:05 AM · $273.799:10 AM · $276.969:15 AM · $276.009:20 AM · $279.009:25 AM · $283.009:30 AM · $284.279:35 AM · $287.609:40 AM · $286.649:45 AM · $289.199:50 AM · $286.359:55 AM · $285.3610:00 AM · $283.8310:05 AM · $284.7110:10 AM · $289.5810:15 AM · $289.6310:20 AM · $289.4410:25 AM · $290.0110:30 AM · $293.1510:35 AM · $293.8510:40 AM · $293.9810:45 AM · $291.8110:50 AM · $294.2310:55 AM · $295.0911:00 AM · $294.5811:05 AM · $294.1011:10 AM · $295.2011:15 AM · $294.4211:20 AM · $294.2611:25 AM · $293.7711:30 AM · $295.3311:35 AM · $294.4311:40 AM · $294.04
AI sentiment, last 36h · averaged over 10 stories · 49/100 neutral
AI sentiment 49/100 (neutral)0 · bearish50bullish · 100

The headlines behind the move

Story flow · 8 stories on the wire, last 36h · hover or tap a dot for the headline
36h ago24h ago12h agopublish24/7 Wall St. · sentiment 63 · Nobody Brags About Owning an HVAC Distributor. Watsco and Ferguson Shareholders Don’t Mind24/7 Wall St. · 63Nobody Brags About Owning an HVAC Distributor. Watsco and Ferguson Shareholders Don’t MindBusiness Insider · sentiment 67 · Watsco Reports Record Third Quarter Sales, Strong Cash Flow and Improving DemandBusiness Insider · 67Watsco Reports Record Third Quarter Sales, Strong Cash Flow and Improving DemandSEC 8-K · sentiment 50 · WATSCO INC (WSO-B) files 8-KSEC 8-K · 50WATSCO INC (WSO-B) files 8-KSeeking Alpha · sentiment 44 · Watsco GAAP EPS of $3.77 misses by $0.32, revenue of $2.22B beats by $10MSeeking Alpha · 44Watsco GAAP EPS of $3.77 misses by $0.32, revenue of $2.22B beats by $10MThe Fly · sentiment 34 · Watsco reports Q3 EPS $3.77, consensus $4.09The Fly · 34Watsco reports Q3 EPS $3.77, consensus $4.09TipRanks · sentiment 67 · Watsco Posts Record Q3 Revenue, Expands Through AcquisitionsTipRanks · 67Watsco Posts Record Q3 Revenue, Expands Through AcquisitionsGuruFocus · sentiment 34 · Watsco Inc (WSO) Reports Q3 2026 Earnings: EPS at $3.77, Revenue Reaches $2.22 Billion, Misses EstimatesGuruFocus · 34Watsco Inc (WSO) Reports Q3 2026 Earnings: EPS at $3.77, Revenue Reaches $2.22 Billion, M…GuruFocus · sentiment 44 · Watsco (WSO) Reports Q3 Results; Dividend Sustainability and Guru Ownership HighlightedGuruFocus · 44Watsco (WSO) Reports Q3 Results; Dividend Sustainability and Guru Ownership Highlighted
6h agoGuruFocusBEARISH 44Earnings

Watsco (WSO) Reports Q3 Results; Dividend Sustainability and Guru Ownership Highlighted

On October 27, 2026, Watsco Inc (NYSE: WSO) released its third-quarter financial results, showing mixed outcomes with a slight earnings miss but revenue growth.

7h agoGuruFocusBEARISH 34Earnings

Watsco Inc (WSO) Reports Q3 2026 Earnings: EPS at $3.77, Revenue Reaches $2.22 Billion, Misses Estimates

Watsco Inc (WSO) released its 8-K filing on October 27, 2026, detailing its operating results for the third quarter ended September 30, 2026. As the largest dis

7h agoTipRanksBULLISH 67Earnings

Watsco Posts Record Q3 Revenue, Expands Through Acquisitions

Watsco ( ($WSO) ) just unveiled an announcement. On October 27, 2026, Watsco reported record third-quarter revenues of $2.22 billion and strong cash generation, des...

7h agoThe FlyBEARISH 34Earnings

Watsco reports Q3 EPS $3.77, consensus $4.09

7h agoSeeking AlphaBEARISH 44Earnings

Watsco GAAP EPS of $3.77 misses by $0.32, revenue of $2.22B beats by $10M

7h agoSEC 8-KNEUTRAL 50General

WATSCO INC (WSO-B) files 8-K

Filed: 2026-10-27 AccNo: 0001193125-26-432680 Size: 618 KB Item 2.02: Results of Operations and Financial Condition Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits

7h agoBusiness InsiderBULLISH 67Earnings

Watsco Reports Record Third Quarter Sales, Strong Cash Flow and Improving Demand

MIAMI, Oct. 27, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) announced its operating results for the quarter and nine months ended September 30, 2026. Watsco is the largest distributor in the highly...

8h ago24/7 Wall St.BULLISH 63General

Nobody Brags About Owning an HVAC Distributor. Watsco and Ferguson Shareholders Don’t Mind

Furnace parts and pipe fittings sound like the least exciting businesses imaginable, yet the companies stocking those shelves have quietly outpaced most of Wall Street over the past decade. Find out what makes replacement demand almost immune to consumer sentiment.

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More on WSO: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.

Earlier WSO move explainers: 2026-10-27 · 2026-07-29