William J. Sandbrook, a director of Comfort Systems USA Inc. (NYSE: FIX), completed a sale of 2,500 shares of the company's common stock on February 24, 2026, according to a Form 4 filing with the Securities and Exchange Commission.
The shares were disposed of at an average price of $1,443.32, yielding a total transaction value of approximately $3.61 million. Following the sale, the filing reports that Sandbrook directly owns 9,166 shares of Comfort Systems USA Inc., including 170 shares held indirectly.
The insider sale comes as FIX shares trade near a 52-week high of $1,500 and have returned about 288% over the past year. Market-value commentary included in data summaries indicates that, by certain measures, the stock appears overvalued relative to its Fair Value and is trading at elevated earnings and revenue multiples.
Comfort Systems USA also disclosed strong operating results for the fourth quarter of 2025. The company reported earnings per share of $9.37, versus a forecast of $6.73. Revenue in the quarter was $2.65 billion, ahead of the $2.33 billion analysts had expected. The company highlighted robust earnings, cash flow, and bookings for the period.
In the wake of the quarterly results, DA Davidson raised its price target on Comfort Systems USA shares from $1,200 to $1,800 and affirmed a Buy rating, citing the company’s strong quarterly performance as a key factor in its revised outlook.
These developments - the director's sale, the near-term share-price strength, the outsized quarterly results and the analyst price-target increase - are presented in filings and analyst notes referenced in regulatory and market reporting. At the same time, valuation commentary points to high earnings and revenue multiples relative to modeled Fair Value estimates.
Where public filings and reported analyst actions provide clear data points, the record is explicit; where valuation assessments differ, those differences are noted without attempting to reconcile them beyond the statements provided in market commentary.