Pablo G. Mercado, a director at Comfort Systems USA Inc. (NYSE: FIX), reported the sale of 500 shares of common stock on February 23, 2026, in a Form 4 filing with the Securities and Exchange Commission. The shares changed hands at an average price of $1,405 each, producing total proceeds of $702,500.
The insider sale comes while FIX shares trade near their 52-week peak of $1,476, reflecting a one-year return of 296%.
An analysis cited in market commentary indicates the stock currently appears overvalued relative to its Fair Value estimate and is listed among companies in a Most Overvalued category. That analysis also notes the availability of 20 additional ProTips and comprehensive Pro Research Reports for FIX to provide further valuation context.
After the transaction, Mercado directly holds 3,500 shares of Comfort Systems USA, which are valued at approximately $5.1 million based on prevailing market prices.
Comfort Systems USA recently posted quarterly results that beat consensus expectations. For the fourth quarter of 2025 the company reported earnings per share of $9.37, ahead of the $6.73 estimate. Revenue for the quarter reached $2.65 billion, topping the forecast of $2.33 billion.
Following those results, DA Davidson increased its price target for Comfort Systems USA shares from $1,200 to $1,800 while reiterating a Buy rating. The firm pointed to a strong quarter of earnings, cash flow, and bookings in explaining the higher estimates and raised price target.
Taken together, the insider sale, the company’s better-than-expected fourth-quarter performance, and the upward revision in analyst expectations are concurrent developments in the stock’s recent run-up. Market commentary describing the shares as overvalued relative to a Fair Value estimate coexists with analyst support based on recent operating metrics.
Details recorded on the Form 4 confirm the precise terms of the director’s trade and his remaining direct holdings. The public filing and the company’s reported quarterly metrics provide the factual basis for the timing and market context of the transaction.
Investors and observers can look to the disclosed Form 4, the company’s reported results, and the analyst update for primary documentation of the figures and statements cited here.