Transaction details
Comfort Systems USA Inc. (NYSE: FIX) Chief Financial Officer George William III sold 9,000 shares of the company’s common stock on February 23, 2026, receiving about $12.9 million from the sale. The shares were disposed of at an average price of $1,434.972 per share. The reported sale occurred as the stock was trading close to a 52-week high of $1,476.94, after the share price climbed about 296% over the past year.
On that same day, William exercised stock options to acquire another 9,000 shares at an exercise price of $42.50 per share, for a total cash outlay of $382,500. The grant that produced those options was awarded on March 7, 2018, and vested ratably over a three-year period, becoming fully vested by April 1, 2021.
Post-transaction holdings and valuation note
Following the sale and exercises, William directly owns 37,824 shares of Comfort Systems USA Inc. An InvestingPro analysis cited in company filings or commentary indicates that the stock presently appears overvalued when measured against its Fair Value assessment. That InvestingPro reference notes 19 additional InvestingPro Tips and a set of financial metrics are available for investors who want a deeper dive into the company’s valuation and financials.
Quarterly performance and analyst reaction
Comfort Systems USA reported strong results for the fourth quarter of 2025. The company posted earnings per share of $9.37, well above the consensus forecast of $6.73. Revenue for the quarter came in at $2.65 billion versus an expected $2.33 billion. In response to these results, DA Davidson raised its price target on Comfort Systems USA shares from $1,200 to $1,800 and kept a Buy rating in place. The firm described the quarter as "blockbuster" across earnings, cash flow, and bookings.
Context and limits
The disclosed transactions - the sale of shares and the simultaneous exercise of options - are presented alongside the company’s recent operational results and a third-party valuation view. The InvestingPro fair value assessment and the DA Davidson price-target change are noted analyses cited with regard to valuation and outlook. No additional commentary about motives behind the insider sale, timing decisions, or future insider activity was provided in the disclosures that accompany these events.
Key takeaways
- Comfort Systems’ CFO sold 9,000 shares for about $12.9 million and exercised options for 9,000 shares at $42.50 on February 23, 2026.
- The stock is near its 52-week high after a 296% gain over the last year, and the company reported stronger-than-expected Q4 2025 results with EPS of $9.37 and revenue of $2.65 billion.
- DA Davidson raised its price target from $1,200 to $1,800 and maintained a Buy rating, while an InvestingPro analysis flags the stock as appearing overvalued against its Fair Value.