Comfort Systems USA (NYSE:FIX) CAO Sells $2,246,415.51 in Stock

Posted by George Bondi on May 14th, 2026

Comfort Systems USA, Inc. (NYSE:FIX – Get Free Report) CAO Julie Shaeff sold 1,123 shares of Comfort Systems USA stock in a transaction on Monday, May 11th. The stock was sold at an average price of $2,000.37, for a total value of $2,246,415.51. Following the sale, the chief accounting officer directly owned 12,624 shares of the company’s stock, valued at $25,252,670.88. This represents a 8.17% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink.

Comfort Systems USA Stock Up 0.8%

FIX opened at $2,033.39 on Thursday. Comfort Systems USA, Inc. has a fifty-two week low of $452.04 and a fifty-two week high of $2,050.00. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.21 and a current ratio of 1.24. The company has a market capitalization of $71.58 billion, a P/E ratio of 58.67 and a beta of 1.70. The stock has a fifty day moving average of $1,574.70 and a 200-day moving average of $1,248.77.

Comfort Systems USA (NYSE:FIX – Get Free Report) last posted its earnings results on Thursday, April 23rd. The construction company reported $10.51 earnings per share for the quarter, topping analysts’ consensus estimates of $6.81 by $3.70. Comfort Systems USA had a return on equity of 51.69% and a net margin of 12.07%.The company had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.39 billion. During the same quarter last year, the firm earned $4.75 earnings per share. The company’s revenue was up 56.5% on a year-over-year basis. On average, equities analysts expect that Comfort Systems USA, Inc. will post 43.17 EPS for the current year.

Comfort Systems USA Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, May 26th. Stockholders of record on Friday, May 15th will be issued a dividend of $0.80 per share. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.70. This represents a $3.20 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Friday, May 15th. Comfort Systems USA’s payout ratio is 8.08%.

Institutional Investors Weigh In On Comfort Systems USA

A number of hedge funds have recently made changes to their positions in FIX. Vanguard Group Inc. increased its position in Comfort Systems USA by 17.0% during the 4th quarter. Vanguard Group Inc. now owns 4,310,126 shares of the construction company’s stock worth $4,022,597,000 after purchasing an additional 625,567 shares in the last quarter. Norges Bank acquired a new stake in Comfort Systems USA in the fourth quarter valued at approximately $469,606,000. State Street Corp boosted its position in Comfort Systems USA by 35.6% in the fourth quarter. State Street Corp now owns 1,428,674 shares of the construction company’s stock valued at $1,333,367,000 after buying an additional 375,118 shares in the last quarter. Geode Capital Management LLC boosted its position in Comfort Systems USA by 39.0% in the fourth quarter. Geode Capital Management LLC now owns 1,185,909 shares of the construction company’s stock valued at $1,103,453,000 after buying an additional 332,441 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its position in Comfort Systems USA by 37,987.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 310,031 shares of the construction company’s stock valued at $289,349,000 after buying an additional 309,217 shares in the last quarter. 96.51% of the stock is currently owned by institutional investors and hedge funds.

Comfort Systems USA News Roundup

Here are the key news stories impacting Comfort Systems USA this week:

Positive Sentiment: Comfort Systems USA reported exceptional first-quarter 2026 results, with EPS of $10.51 versus $4.75 a year ago, and revenue of $2.87 billion versus $2.39 billion expected. The Zacks commentary highlights that margin expansion may be becoming a key driver of earnings growth, which supports the bullish case for FIX.
Positive Sentiment: The company recently raised its quarterly dividend to $0.80 per share from $0.70, signaling confidence in cash generation and adding to the stock’s shareholder-return story.
Positive Sentiment: Analysts remain generally constructive, with recent price-target increases and a consensus “Moderate Buy” rating helping reinforce optimism around FIX’s longer-term fundamentals.
Neutral Sentiment: Articles also continue to point to strong demand tied to data-center and AI infrastructure construction, which supports the growth narrative but is not a new company-specific catalyst.
Negative Sentiment: CFO William George III sold 1,000 shares at about $2,020.96 per share, following a larger 4,000-share sale days earlier. The insider selling may be viewed as a sign that executives are taking profits after FIX’s sharp advance.
Negative Sentiment: CAO Julie Shaeff also sold 1,123 shares at about $2,000.37 per share, adding to the short-term overhang from insider transactions.

Wall Street Analyst Weigh In

A number of research analysts recently commented on FIX shares. Glj Research started coverage on Comfort Systems USA in a research note on Monday, April 20th. They issued a “buy” rating and a $2,001.00 price target for the company. UBS Group boosted their price target on Comfort Systems USA from $1,680.00 to $1,992.00 and gave the company a “buy” rating in a research note on Monday, April 27th. Zacks Research downgraded Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a research note on Friday, April 24th. Wall Street Zen downgraded Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research note on Sunday. Finally, DA Davidson boosted their price target on Comfort Systems USA from $1,200.00 to $1,800.00 and gave the company a “buy” rating in a research note on Monday, February 23rd. Seven investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, Comfort Systems USA has a consensus rating of “Moderate Buy” and a consensus target price of $1,923.20.

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Comfort Systems USA Company Profile

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Comfort Systems USA, Inc is a U.S.-based mechanical contracting company that provides a range of heating, ventilation and air conditioning (HVAC) services to commercial, industrial and institutional customers. The company focuses on the design, installation, maintenance and repair of HVAC systems, and it supports projects from initial engineering and system selection through long-term service agreements and upgrades.

Its service offerings include new construction and retrofit installations, preventive and corrective maintenance, emergency repair, energy management and building automation systems.