Watsco, Inc. (WSO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

Watsco, Inc. (WSO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

Seeking Alpha • Sep 17, 2026

Will Watsco's Granite Group Deal Strengthen Its Plumbing Market Reach?

Watsco, Inc. WSO has entered into an agreement to acquire The Granite Group, a distributor of plumbing and HVAC products. The Granite Group generates approximately $500 million in sales across seven Northeast states.

Zacks Investment Research • Sep 15, 2026

Watsco to Acquire The Granite Group, Distributor of Plumbing and HVAC Products; Revenues of $500 Million Throughout the Northeast

MIAMI, Sept. 14, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) announced today that it has entered into an agreement to acquire The Granite Group, a diversified distributor of plumbing and HVAC products with approximately $500 million in sales throughout seven Northeast States.

GlobeNewsWire • Sep 14, 2026

Top 50 High-Quality Dividend Growth Stocks For September 2026

I track a universe of 50 high-quality dividend growth stocks to identify opportune entry points based on valuation and future return potential. Recent upgrades include Eli Lilly, Watsco, and Nike, driven by improved valuations and stronger EPS growth projections. 43 out of 50 stocks currently offer a forward return estimate of at least 10%, with 29 appearing potentially undervalued based on free cash flow mean reversion.

Seeking Alpha • Sep 14, 2026

Watsco to Present at the 14th Annual Morgan Stanley Laguna Conference on September 16, 2026 at 4:05 p.m. PDT

MIAMI, Sept. 11, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) announced today that Barry S. Logan, Executive Vice President, and Rick Gomez, Vice President, are scheduled to present at the 14th Annual Morgan Stanley Laguna Conference being held at the Ritz Carlton, Laguna Niguel on Wednesday, September 16, 2025 at 4:05 p.m. (PDT). Internet users can listen to a live webcast of the presentation at the Investor Relations section of Watsco's website at http://www.watsco.com.

GlobeNewsWire • Sep 11, 2026

Watsco (WSO) Up 0.8% Since Last Earnings Report: Can It Continue?

Watsco (WSO) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Aug 28, 2026

My Game Plan For What Some Call A Fat AI Bubble

I see broadening market leadership beyond AI, with dividend growth and value stocks outperforming tech-heavy indices year-to-date. While AI-driven CapEx and margins have powered recent gains, the sustainability of high rates of change is a key risk for hyperscaler suppliers. I favor selective diversification into undervalued cyclicals, energy, and income stocks to mitigate concentration and margin normalization risks.

Seeking Alpha • Aug 25, 2026

Why Watsco (WSO) International Revenue Trends Deserve Your Attention

Explore Watsco's (WSO) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

Zacks Investment Research • Aug 10, 2026

Top 50 High-Quality Dividend Growth Stocks For August 2026

I track a curated universe of 50 high-quality dividend growth stocks to identify timely, attractive entry points for long-term total return. The universe delivered a 10.44% YTD return through July, closely matching SPY but trailing SCHD, with several individual stocks significantly outperforming. Currently, 40 stocks in the universe offer a forward return estimate of at least 10%, with 25 appearing potentially undervalued based on free cash flow analysis.

Seeking Alpha • Aug 9, 2026

2 Strong Buy Dividend Growth Stocks I Like For The Next Decade

Watsco and Otis Worldwide offer compelling long-term income growth via essential maintenance-driven cash flows and attractive current valuations. WSO, the largest independent HVAC distributor, yields 4.3% with an 11.1% five-year dividend CAGR, trading at a normalized 25.4x P/E after recent price weakness. OTIS, post-spin from United Technologies, boasts a 2.5% yield, a 15.1% five-year dividend CAGR, and trades at 17.7x P/E despite macro and pricing headwinds.

Seeking Alpha • Aug 7, 2026