FI
FIX
COMFORT SYSTEMS USA INC
$1,844.26
+0.48%
$64.6B
No data for this timeframe.
Vol
Market Cap$64.6B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders11 funds
Inst. Value$7.0B
Inst. Activity4 buys / 0 sells
Insider Activity0B / 17S
Insider Net $-$102.8M
Reddit Sentiment32° Cool
SEC Reports10
Recent Activity
May 18, 2026
Insider
ANDERSON DARCY sold 105 shares
Director @ $0.00 ($0.00)
May 18, 2026
Insider
MYERS FRANKLIN sold 105 shares
Director @ $0.00 ($0.00)
May 18, 2026
Insider
BULLS HERMAN E sold 105 shares
Director @ $0.00 ($0.00)
May 6, 2026
SEC
Three insiders at Comfort Systems USA sold a total of $25.38M in shares over a week, including CEO Brian Lane's $21.89M
CLUSTER — Impact 3/10
May 1, 2026
SEC
Comfort Systems USA filed an 8-K furnishing an investor presentation with strong Q1 2026 results: revenue $2.865B, net i
8-K — Impact 3/10
May 1, 2026
SEC
Two directors sold a combined $3.49M in open-market sales over two days, representing a trivial 0.0054% of the $64.8B ma
CLUSTER — Impact 2/10
Inst.
NORGES BANK — NEW
503,173 shares ($469.6M)
Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — ADD
286,482 shares ($267.4M)
Price Targets
$1,991.20
+8.0% upside
Buy
Current $1,844.26
Low $1,910.00
Median $2,000.00
High $2,050.00
5 analysts
$1,910.00
$2,050.00
Analyst Ratings
6Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 27, 2026 | UBS | MAINTAIN | Buy → Buy |
| Apr 24, 2026 | Keybanc | UPGRADE | Sector Weight → Overweight |
| Apr 21, 2026 | GLJ Research | INITIATE | Buy |
| Feb 23, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| Jan 26, 2026 | Stifel | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $10.38 ▲ +16.6% | $9.46 — $11.40 | 59% YoY | 7 |
| Next Q | $10.71 ▲ +6.1% | $10.11 — $10.99 | 30% YoY | 7 |
| Current FY | $43.03 ▲ +17.5% | $41.40 — $44.66 | 49% YoY | 7 |
| Next FY | $52.39 ▲ +18.3% | $42.79 — $59.38 | 22% YoY | 6 |
Latest Reports
NEUTRAL
CLUSTER
3/10
Three insiders at Comfort Systems USA sold a total of $25.38M in shares over a week, including CEO Brian Lane's $21.89M
May 6, 2026
NEUTRAL
8-K
3/10
Comfort Systems USA filed an 8-K furnishing an investor presentation with strong Q1 2026 results: revenue $2.865B, net i
May 1, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $4.0B | — |
| FMR LLC | $1.6B | — |
| NORGES BANK | $469.6M | NEW |
| MORGAN STANLEY | $402.9M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $267.4M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | ANDERSON DARCY | A | $0.00 |
| May 18, 2026 | MYERS FRANKLIN | A | $0.00 |
| May 18, 2026 | BULLS HERMAN | A | $0.00 |
| May 18, 2026 | Skidmore Constance | A | $0.00 |
| May 18, 2026 | Mercado, Pablo | A | $0.00 |
Reddit Sentiment
32°▲
Cool
Bearish
Neutral
Bullish
11 institutional holders with $7.0B total value (7,480,736 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net buying activity: 4 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 4,310,126 | $4.0B | 57.6% | — |
| 2 | FMR LLC | 1,670,711 | $1.6B | 22.3% | — |
| 3 | NORGES BANK | 503,173 | $469.6M | 6.7% | NEW |
| 4 | MORGAN STANLEY | 431,673 | $402.9M | 5.8% | — |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 286,482 | $267.4M | 3.8% | ADD +37.9% |
| 6 | BANK OF AMERICA CORP /DE/ | 154,602 | $144.3M | 2.1% | TRIM -26.5% |
| 7 | WELLS FARGO & COMPANY/MN | 59,670 | $55.7M | 0.8% | TRIM -34.4% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 53,980 | $50.4M | 0.7% | TRIM -61.3% |
| 9 | Mawer Investment Management Ltd. | 6,497 | $6.1M | 0.1% | NEW |
| 10 | TWO SIGMA INVESTMENTS, LP | 3,579 | $3.3M | 0.0% | NEAR_EXIT -79.9% |
| 11 | CAUSEWAY CAPITAL MANAGEMENT LLC | 243 | $226.8K | 0.0% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 503,173 | — | $469.6M | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 207,729 | 286,482 | +37.9% | $267.4M | 2025-Q4 |
| Mawer Investment Management Ltd. | NEW | — | 6,497 | — | $6.1M | 2025-Q4 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | NEW | — | 243 | — | $226.8K | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 302,190 | 207,729 | -31.3% | $171.4M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 181,114 | 133,121 | -26.5% | $109.8M | 2025-Q3 |
| UBS Group AG | ADD | 100,861 | 127,129 | +26.0% | $104.9M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 130,300 | 50,400 | -61.3% | $41.6M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 17,922 | 3,606 | -79.9% | $3.0M | 2025-Q3 |
| NORGES BANK | EXIT | 479,287 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 479,287 | — | $257.0M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 130,055 | 181,114 | +39.3% | $97.1M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 183,051 | 17,922 | -90.2% | $9.6M | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 91,845 | 280,221 | +205.1% | $90.3M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 40,868 | 183,051 | +347.9% | $59.0M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 51,300 | 131,200 | +155.8% | $42.3M | 2025-Q1 |
| UBS Group AG | ADD | 58,002 | 94,155 | +62.3% | $30.3M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 73,757 | 48,352 | -34.4% | $15.6M | 2025-Q1 |
| NORGES BANK | EXIT | 462,562 | 0 | -100.0% | $0.00 | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 50,640 | 73,757 | +45.6% | $31.3M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 94,000 | 51,300 | -45.4% | $21.8M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 301,998 | — | $117.9M | 2024-Q3 |
15 unique insiders with 17 transactions. Net insider value: -$102.8M ($0.00 bought, $102.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | ANDERSON DARCY | Director | A | 105 | $0.00 | $0.00 |
| May 18, 2026 | MYERS FRANKLIN | Director | A | 105 | $0.00 | $0.00 |
| May 18, 2026 | BULLS HERMAN E | Director | A | 105 | $0.00 | $0.00 |
| May 18, 2026 | Skidmore Constance Ellen | Director | A | 105 | $0.00 | $0.00 |
| May 18, 2026 | Mercado, Pablo G. | Director | A | 105 | $0.00 | $0.00 |
| May 18, 2026 | Kapoor Gaurav | Director | A | 105 | $0.00 | $0.00 |
| May 18, 2026 | Wallis-Lage Cindy L. | Director | A | 105 | $0.00 | $0.00 |
| May 18, 2026 | SANDBROOK WILLIAM J | Director | A | 105 | $0.00 | $0.00 |
| May 18, 2026 | Hardy Rhoman J | Director | A | 105 | $0.00 | $0.00 |
| May 11, 2026 | Shaeff Julie | CHIEF ACCOUNTING OFFICER | SELL | 1,123 | $2,000.37 | $2.2M |
| May 11, 2026 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | SELL | 1,000 | $2,020.97 | $2.0M |
| May 8, 2026 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | SELL | 4,000 | $1,948.17 | $7.8M |
| May 7, 2026 | MYERS FRANKLIN | Director | G | 51 | $0.00 | $0.00 |
| May 7, 2026 | MYERS FRANKLIN | Director | SELL | 4,500 | $1,902.57 | $8.6M |
| May 5, 2026 | Lane Brian E. | CHIEF EXECUTIVE OFF. | SELL | 11,113 | $1,969.84 | $21.9M |
| Apr 30, 2026 | Mercado, Pablo G. | Director | SELL | 500 | $1,779.78 | $889.9K |
| Apr 29, 2026 | SANDBROOK WILLIAM J | Director | SELL | 1,500 | $1,732.67 | $2.6M |
| Apr 1, 2026 | Reed Terrence | SVP & CHRO | F | 98 | $1,429.60 | $140.1K |
| Apr 1, 2026 | Shaeff Julie | CHIEF ACCOUNTING OFFICER | F | 87 | $1,429.60 | $124.4K |
| Apr 1, 2026 | Eslicker Rachel R. | SVP & GENERAL COUNSEL | F | 31 | $1,429.60 | $44.3K |
| Apr 1, 2026 | Lane Brian E. | CHIEF EXECUTIVE OFF. | F | 1,146 | $1,429.60 | $1.6M |
| Apr 1, 2026 | Trent T McKenna | PRESIDENT/CHIEF OPERATING OFF. | F | 266 | $1,429.60 | $380.3K |
| Apr 1, 2026 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | F | 284 | $1,429.60 | $406.0K |
| Mar 23, 2026 | Lane Brian E. | CHIEF EXECUTIVE OFF. | F | 910 | $1,408.25 | $1.3M |
| Mar 23, 2026 | Trent T McKenna | PRESIDENT/CHIEF OPERATING OFF. | F | 204 | $1,408.25 | $287.3K |
| Mar 23, 2026 | Trent T McKenna | PRESIDENT/CHIEF OPERATING OFF. | A | 1,208 | $0.00 | $0.00 |
| Mar 23, 2026 | Lane Brian E. | CHIEF EXECUTIVE OFF. | A | 2,876 | $0.00 | $0.00 |
| Mar 23, 2026 | Shaeff Julie | CHIEF ACCOUNTING OFFICER | F | 84 | $1,408.25 | $118.3K |
| Mar 23, 2026 | Shaeff Julie | CHIEF ACCOUNTING OFFICER | A | 194 | $0.00 | $0.00 |
| Mar 23, 2026 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | A | 597 | $0.00 | $0.00 |
| Mar 23, 2026 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | F | 300 | $1,408.25 | $422.5K |
| Mar 23, 2026 | Eslicker Rachel R. | SVP & GENERAL COUNSEL | A | 217 | $0.00 | $0.00 |
| Mar 23, 2026 | Reed Terrence | SVP & CHRO | A | 275 | $0.00 | $0.00 |
| Mar 23, 2026 | Reed Terrence | SVP & CHRO | F | 56 | $1,408.25 | $78.9K |
| Mar 3, 2026 | Reed Terrence | SVP & CHRO | SELL | 1,116 | $1,397.33 | $1.6M |
| Mar 3, 2026 | ANDERSON DARCY | Director | SELL | 4,500 | $1,369.74 | $6.2M |
| Mar 3, 2026 | Shaeff Julie | CHIEF ACCOUNTING OFFICER | SELL | 2,287 | $1,382.15 | $3.2M |
| Feb 25, 2026 | Lane Brian E. | PRESIDENT/CHIEF EXECUTIVE OFF. | SELL | 9,365 | $1,453.12 | $13.6M |
| Feb 25, 2026 | MYERS FRANKLIN | Director | SELL | 8,636 | $1,472.56 | $12.7M |
| Feb 24, 2026 | Reed Terrence | SVP & CHRO | SELL | 671 | $1,457.17 | $977.8K |
| Feb 24, 2026 | Skidmore Constance Ellen | Director | SELL | 1,000 | $1,425.00 | $1.4M |
| Feb 24, 2026 | SANDBROOK WILLIAM J | Director | SELL | 2,500 | $1,443.32 | $3.6M |
| Feb 23, 2026 | Mercado, Pablo G. | Director | SELL | 500 | $1,405.00 | $702.5K |
| Feb 23, 2026 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | M | 9,000 | $42.50 | $382.5K |
| Feb 23, 2026 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | SELL | 9,000 | $1,434.97 | $12.9M |
| Feb 23, 2026 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | M | 9,000 | $0.00 | $0.00 |
10 SEC filing reports analyzed. Sentiment: 2 bullish, 3 bearish, 0 mixed, 5 neutral. Avg impact: 5.1/10.
NEUTRAL
CLUSTER
3/10
Three insiders at Comfort Systems USA sold a total of $25.38M in shares over a week, including CEO B
May 6, 2026
NEUTRAL
8-K
3/10
Comfort Systems USA filed an 8-K furnishing an investor presentation with strong Q1 2026 results: re
May 1, 2026
NEUTRAL
CLUSTER
2/10
Two directors sold a combined $3.49M in open-market sales over two days, representing a trivial 0.00
May 1, 2026
BULLISH
8-K
8/10
Comfort Systems USA reported strong Q1 2026 results with revenue of $2.87 billion and EPS of $10.51,
Apr 23, 2026
BEARISH
CLUSTER
5/10
Two insiders at Comfort Systems USA sold shares in the past week, including CEO Darcy Anderson who s
Mar 5, 2026
NEUTRAL
CLUSTER
4/10
Julie Shaeff, Chief Accounting Officer of Comfort Systems USA, sold 2,287 shares in an open-market t
Mar 4, 2026
BULLISH
INST-CLUSTER
8/10
Four major institutions initiated or expanded positions in Comfort Systems USA (FIX) during Q4 2025,
Feb 28, 2026
BEARISH
CLUSTER
8/10
Five corporate insiders at Comfort Systems USA sold a combined $32.1 million in company stock over t
Feb 27, 2026
NEUTRAL
CLUSTER
4/10
Four insiders at Comfort Systems USA (FIX) sold shares in the past week, including CEO Brian Lane wh
Feb 26, 2026
BEARISH
CLUSTER
6/10
Three insiders at Comfort Systems USA (FIX) sold shares in the past week, including CFO William J. S
Feb 26, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (85% buy). Based on 13 analysts: 6 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$1,991.20 mean target
+8.0% upside
Buy (1.29)
$1,910.00 Low
$2,050.00 High
| Metric | Value |
|---|---|
| Current Price | $1,844.26 |
| Target Low | $1,910.00 |
| Target Mean | $1,991.20 |
| Target Median | $2,000.00 |
| Target High | $2,050.00 |
| # Analysts | 5 |
| Recommendation | Buy (1.29) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$10.38 | $9.46 | $11.40 | 58.9% | +16.6% | 7↑ 0↓ | $3.0B | 37.4% | 7 |
| Next Q 2026-09-30 |
$10.71 | $10.11 | $10.99 | 29.8% | +6.1% | 7↑ 0↓ | $3.0B | 21.9% | 7 |
| Current FY 2026-12-31 |
$43.03 | $41.40 | $44.66 | 49.0% | +17.5% | 7↑ 0↓ | $11.9B | 31.2% | 7 |
| Next FY 2027-12-31 |
$52.39 | $42.79 | $59.38 | 21.8% | +18.3% | 6↑ 0↓ | $13.9B | 16.7% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $10.378 | |
| 7d ago | $10.396 | -0.018 |
| 30d ago | $8.898 | +1.480 |
| 60d ago | $8.898 | +1.480 |
| 90d ago | $8.033 | +2.345 |
5 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 27, 2026 | UBS | MAINTAIN | Buy | Buy |
| Apr 24, 2026 | Keybanc | UPGRADE | Sector Weight | Overweight |
| Apr 21, 2026 | GLJ Research | INITIATE | — | Buy |
| Feb 23, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Jan 26, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Dec 19, 2025 | DA Davidson | MAINTAIN | Buy | Buy |
| Dec 16, 2025 | Stifel | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 6 | 5 | 2 | 0 | 0 | 85% | |
| Apr 1, 2026 | 6 | 4 | 3 | 0 | 0 | 77% | |
| Mar 1, 2026 | 6 | 4 | 3 | 0 | 0 | 77% | |
| Feb 1, 2026 | 6 | 4 | 3 | 0 | 0 | 77% | |
| Jan 1, 2026 | 5 | 5 | 3 | 0 | 0 | 77% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
32°
Cool
Bearish
Neutral
Bullish
7 mentions
0 bullish
4 bearish
7 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 14, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 14, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 12, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 12, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 7, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 20, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 20, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
Is $FIX the ultimate "Picks & Shovels" play for the Data Center/AI boom? Analysis inside.
▲ 1
💬 0
⚡ 0.5
Is FIX still a good buy? It seems to be in a great spot when it comes to business in the ai sector.
▲ 1
💬 1
⚡ 0.5
Is FIX still a good buy?
▲ 1
💬 1
⚡ 0.5
When no one is buying and I'm tempted. $FIX PUTS
▲ 1
💬 1
⚡ 0.5
Apr 27, 2026
dark_pool
Dark Pool: FIX — 0.6M shares, 41,740 trades
Week starting 2026-04-27. Total ATS volume: 576,555 shares across 41,740 trades.
Apr 23, 2026
earnings_calendar
FIX Q1 2026 Earnings Scheduled — 2026-04-23
Apr 22, 2026
earnings_calendar
FIX Q1 2026 Earnings Scheduled — 2026-04-22
Apr 20, 2026
dark_pool
Dark Pool: FIX — 0.7M shares, 45,279 trades
Week starting 2026-04-20. Total ATS volume: 665,089 shares across 45,279 trades.
Apr 13, 2026
dark_pool
Dark Pool: FIX — 0.5M shares, 40,810 trades
Week starting 2026-04-13. Total ATS volume: 544,374 shares across 40,810 trades.
Apr 6, 2026
dark_pool
Dark Pool: FIX — 0.4M shares, 34,707 trades
Week starting 2026-04-06. Total ATS volume: 367,943 shares across 34,707 trades.
Mar 30, 2026
dark_pool
Dark Pool: FIX — 0.3M shares, 24,276 trades
Week starting 2026-03-30. Total ATS volume: 321,966 shares across 24,276 trades.
Mar 23, 2026
dark_pool
Dark Pool: FIX — 0.3M shares, 23,291 trades
Week starting 2026-03-23. Total ATS volume: 341,694 shares across 23,291 trades.
Mar 16, 2026
dark_pool
Dark Pool: FIX — 0.3M shares, 22,088 trades
Week starting 2026-03-16. Total ATS volume: 272,599 shares across 22,088 trades.
Mar 9, 2026
dark_pool
Dark Pool: FIX — 0.4M shares, 25,294 trades
Week starting 2026-03-09. Total ATS volume: 392,400 shares across 25,294 trades.
Mar 2, 2026
dark_pool
Dark Pool: FIX — 0.5M shares, 31,444 trades
Week starting 2026-03-02. Total ATS volume: 546,635 shares across 31,444 trades.
Feb 23, 2026
short_interest
FTD: FIX — 1,047 shares ($1.5M) failed to deliver
Settlement: 20260223, Price: $1462.23, FTD Value: $1,530,954.81, COMFORT SYSTEMS USA INC
Feb 23, 2026
dark_pool
Dark Pool: FIX — 0.6M shares, 36,166 trades
Week starting 2026-02-23. Total ATS volume: 557,062 shares across 36,166 trades.
Feb 16, 2026
dark_pool
Dark Pool: FIX — 0.6M shares, 35,617 trades
Week starting 2026-02-16. Total ATS volume: 610,880 shares across 35,617 trades.
Feb 9, 2026
dark_pool
Dark Pool: FIX — 0.4M shares, 30,479 trades
Week starting 2026-02-09. Total ATS volume: 432,292 shares across 30,479 trades.