William George III Sells 1,000 Shares of Comfort Systems USA (NYSE:FIX) Stock

Posted by George Bondi on May 14th, 2026

Comfort Systems USA, Inc. (NYSE:FIX – Get Free Report) CFO William George III sold 1,000 shares of Comfort Systems USA stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $2,020.96, for a total value of $2,020,960.00. Following the completion of the transaction, the chief financial officer owned 32,804 shares of the company’s stock, valued at $66,295,571.84. This trade represents a 2.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website.

William George III also recently made the following trade(s):

On Friday, May 8th, William George III sold 4,000 shares of Comfort Systems USA stock. The stock was sold at an average price of $1,948.17, for a total value of $7,792,680.00.
On Monday, February 23rd, William George III sold 9,000 shares of Comfort Systems USA stock. The stock was sold at an average price of $1,434.97, for a total value of $12,914,730.00.

Comfort Systems USA Stock Up 0.8%

NYSE:FIX opened at $2,033.39 on Thursday. The company has a market capitalization of $71.58 billion, a price-to-earnings ratio of 58.67 and a beta of 1.70. Comfort Systems USA, Inc. has a one year low of $452.04 and a one year high of $2,050.00. The stock has a 50-day simple moving average of $1,574.70 and a 200 day simple moving average of $1,248.77. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.21 and a current ratio of 1.24.

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

Comfort Systems USA Increases Dividend

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

Institutional Investors Weigh In On Comfort Systems USA

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Quent Capital LLC bought a new stake in Comfort Systems USA during the third quarter worth approximately $25,000. Ameriflex Group Inc. raised its holdings in Comfort Systems USA by 100.0% during the third quarter. Ameriflex Group Inc. now owns 30 shares of the construction company’s stock worth $25,000 after purchasing an additional 15 shares in the last quarter. Core Wealth Advisors LLC bought a new stake in Comfort Systems USA during the fourth quarter worth approximately $28,000. Eastern Bank bought a new stake in Comfort Systems USA during the third quarter worth approximately $31,000. Finally, Kemnay Advisory Services Inc. bought a new stake in Comfort Systems USA during the fourth quarter worth approximately $33,000. Institutional investors own 96.51% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on FIX shares. Zacks Research downgraded Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a research note on Friday, April 24th. Weiss Ratings reissued a “buy (b)” rating on shares of Comfort Systems USA in a report on Monday, April 20th. Stifel Nicolaus raised their target price on shares of Comfort Systems USA from $1,611.00 to $1,819.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. UBS Group raised their target price on shares of Comfort Systems USA from $1,680.00 to $1,992.00 and gave the stock a “buy” rating in a report on Monday, April 27th. Finally, KeyCorp raised shares of Comfort Systems USA from a “sector weight” rating to an “overweight” rating and set a $2,004.00 target price on the stock in a report on Friday, April 24th. Seven analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $1,923.20.

View Our Latest Research Report on Comfort Systems USA

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.

About Comfort Systems USA

(Get Free Report)

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.