Brown Advisory Flexible Equity Strategy: Q3 2026 Top Contributors And Detractors

Microsoft Corporation was the portfolio's top contributor during the quarter. Suncor Energy outperformed the Index during the quarter. KLA Corporation traded lower during the quarter.

Seeking Alpha • Oct 28, 2026

Watsco, Inc. (WSO) Q3 2026 Earnings Call Transcript

Watsco, Inc. ( WSO ) Q3 2026 Earnings Call October 27, 2026 10:00 AM EDT Company Participants Albert Nahmad - Chairman & CEO Aaron Nahmad - Co-Vice Chairman & President Barry S. Logan - Executive VP of Planning & Strategy, Secretary and Director Rick Gomez - Vice President of Corporate Development Paul Johnston - Executive Vice President Conference Call Participants Thomas Moll - Stephens Inc., Research Division David Manthey - Robert W.

Seeking Alpha • Oct 27, 2026

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

Recent Acquisitions, Entrepreneurial Culture, Strong Balance Sheet and Technology Advantage Position Company for Growth Recent Acquisitions, Entrepreneurial Culture, Strong Balance Sheet and Technology Advantage Position Company for Growth

GlobeNewsWire • Oct 27, 2026

Watsco (WSO) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Although the revenue and EPS for Watsco (WSO) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Oct 27, 2026

Watsco (WSO) Q3 Earnings Miss Estimates

Watsco (WSO) came out with quarterly earnings of $3.77 per share, missing the Zacks Consensus Estimate of $4.13 per share. This compares to earnings of $3.98 per share a year ago.

Zacks Investment Research • Oct 27, 2026

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.

24/7 Wall Street • Oct 27, 2026

Watsco (WSO) Soars 7.2%: Is Further Upside Left in the Stock?

Watsco (WSO) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

Zacks Investment Research • Oct 23, 2026

Watsco Completes $750 Million Unsecured Senior Credit Facility

MIAMI, Oct. 22, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) today announced that it has signed a $750 million unsecured senior revolving credit facility led by Bank of America, N.A. as Joint Lead Arranger, Sole Bookrunner and Administrative Agent and JPMorgan Chase Bank, N.A., PNC Bank, N.A., Wells Fargo Bank, N.A., and U.S. Bank N.A. as Joint Lead Arrangers and Co-Syndication Agents, along with five other banks. The new facility amends and extends Watsco's existing unsecured revolving credit facility.

GlobeNewsWire • Oct 22, 2026

Watsco (WSO) Earnings Expected to Grow: Should You Buy?

Watsco (WSO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Oct 20, 2026

Heartland Mid Cap Value Fund Q3 2026 Portfolio Activity

Bentley Systems, a newly initiated position during the quarter, is an example of a stock getting heavily discounted by a negative top-down industry narrative, with defensible and compelling long-term prospects. Watsco announced the acquisition of two separate family-run businesses. These acquisitions should increase revenue and cash flow by roughly 10%. We remained committed to MarketAxess stock for several reasons, including the fact that the company was exiting a heavy investment cycle, setting up strong operating leverage.

Seeking Alpha • Oct 13, 2026