Transaction details
Constance Ellen Skidmore, a director on the board of Comfort Systems USA Inc. (NYSE: FIX), executed a sale of 1,000 shares of the company's common stock on February 24, 2026. The shares were sold at an average price of $1,425.00 per share, producing proceeds of approximately $1.43 million. After completing the sale, Skidmore retains direct ownership of 12,627 shares of Comfort Systems USA.
Market context and valuation notes
The sale occurred as FIX shares were trading near their 52-week high of $1,476.94, with the stock having delivered a 295.65% return over the prior 12 months. Despite the share-price appreciation, analysis from InvestingPro indicates the stock currently appears overvalued relative to its Fair Value.
Recent company performance and analyst response
Comfort Systems USA reported fourth-quarter 2025 results that outpaced consensus expectations. The company posted earnings per share of $9.37 versus a projected $6.73, and revenue totaled $2.65 billion compared with an expected $2.33 billion. In reaction to the quarterly results, DA Davidson increased its price target on the shares from $1,200 to $1,800 and reiterated a Buy rating. The firm cited the company's strong earnings, cash flow generation, and bookings when explaining the higher estimates and the uplift to its target.
Dividend record and company fundamentals
Comfort Systems USA has raised its dividend for 13 consecutive years, a point noted among InvestingPro tips. The company’s dividend track record and the recent financial results are highlighted as evidence of solid underlying fundamentals.
What this means
The insider sale is a discrete transaction in the context of a stock that has experienced substantial appreciation and which some valuation assessments classify as overvalued. At the same time, the company’s latest reported quarter and the subsequent analyst target increase signal robust operational performance. Observers evaluating the change in an insider's holdings can weigh these concurrent facts - the sizeable recent share-price gains and the strong quarter accompanied by an elevated analyst view - when assessing the position.