Market Cap
$58.6B
FIX
COMFORT SYSTEMS USA INC
$1,685.29 ▲ +1.89%
Prev close $1,654.09Market cap$58.6B
ConsensusStrong Buy
12-mo target$2,197.00 (+30.4%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)37 New Institutional Positions13 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on FIX right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (88%)
Inst. Holders
50 funds
Inst. Value
$47.4B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $103.0M sell
Insider Net $
-$103.0M
Social Sentiment
48° Neutral
SEC Reports
13
Price chart 30d +8.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: FIX — 0.3M shares, 34,771 trades
Week starting 2026-09-07. Total ATS volume: 285,750 shares across 34,771 trades.
Aug 26, 2026 Insider
Aug 18, 2026 SEC Lane Brian E. sold 16,024 shares
CHIEF EXECUTIVE OFF. @ $1,608.21 ($25.8M)
CFO George William III and Director Franklin Myers sold a combined $11.53M in open-market sales over a one-week window.
CLUSTER — Impact 2/10
Aug 17, 2026 Insider
GEORGE WILLIAM III sold 2,554 shares
CHIEF FINANCIAL OFFICER @ $1,859.65 ($4.7M)
Aug 11, 2026 Insider
Aug 3, 2026 SEC MYERS FRANKLIN sold 4,000 shares
Director @ $1,693.92 ($6.8M)
Comfort Systems USA filed an 8-K furnishing an investor presentation that highlights strong financial performance for th
8-K — Impact 6/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
471,564 shares ($934.6M)
Jun 30, 2026 Inst.
WESTFIELD CAPITAL MANAGEMENT CO — TRIM
355,433 shares ($704.5M)
Analyst ratings buy % +14.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
88% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 21, 2026 | DA Davidson | INITIATE | Buy | 53% |
| Jul 27, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 27, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jul 9, 2026 | Goldman Sachs | INITIATE | Buy | 54% |
| Jun 8, 2026 | UBS | MAINTAIN | Buy | 55% |
| May 28, 2026 | Oppenheimer | INITIATE | Outperform | 52% |
| Apr 27, 2026 | UBS | MAINTAIN | Buy | 55% |
| Apr 24, 2026 | Keybanc | UPGRADE | Overweight | 52% |
| Apr 21, 2026 | GLJ Research | INITIATE | Buy | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 7 | 2 | 0 | 0 | 88% | |
| Aug 1, 2026 | 7 | 6 | 2 | 0 | 0 | 87% | |
| Jul 1, 2026 | 7 | 5 | 2 | 0 | 0 | 86% | |
| Jun 1, 2026 | 7 | 5 | 2 | 0 | 0 | 86% | |
| 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% |
Price targets
Where 8 covering analysts think FIX trades over the next 12 months.
$2,197.00 +30.4% upside Strong Buy
Current$1,685.29 Low$1,910.00 Median$2,165.50 High$2,500.00 8 analysts
$1,910.00$2,500.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
48°
Neutral
BearishNeutralBullish
Recent posts
This rally looks like an exhaustion, doesn't it?
▲ 1 · 💬 9· ⚡ 0.5
LINC: everyone bought the AI datacenter builders, nobody bought the school that trains their workers
▲ 1 · 💬 2· ⚡ 0.5
WARSH: "WE'LL FIX FIVE YEARS OF MISSES ON INFLATION"
▲ 1 · 💬 0· ⚡ 0.5
FIX (Comfort Systems USA): Why skilled labor is the next AI bottleneck and how one company owns it
▲ 1 · 💬 0· ⚡ 0.5
FIX (Comfort Systems USA): Why skilled labor is the next AI bottleneck and how one company owns it
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 3 bullish, 3 bearish, 0 mixed, 7 neutral · avg impact 4.7/10.
NEUTRALCLUSTER2/10
CFO George William III and Director Franklin Myers sold a combined $11.53M in open-market sales over
Aug 18, 2026
BULLISH8-K6/10
Comfort Systems USA filed an 8-K furnishing an investor presentation that highlights strong financia
Aug 3, 2026
NEUTRAL8-K2/10
Comfort Systems USA filed an 8-K announcing two internal promotions effective July 1, 2026: Craig Sa
Jun 23, 2026
NEUTRALCLUSTER3/10
Three insiders at Comfort Systems USA sold a total of $25.38M in shares over a week, including CEO B
May 6, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: FIX — 0.3M shares, 34,771 trades
Week starting 2026-09-07. Total ATS volume: 285,750 shares across 34,771 trades.
Aug 31, 2026
dark_pool
Dark Pool: FIX — 0.5M shares, 49,606 trades
Week starting 2026-08-31. Total ATS volume: 451,034 shares across 49,606 trades.
Aug 24, 2026
dark_pool
Dark Pool: FIX — 0.5M shares, 50,763 trades
Week starting 2026-08-24. Total ATS volume: 499,139 shares across 50,763 trades.
Aug 17, 2026
dark_pool
Dark Pool: FIX — 0.5M shares, 49,310 trades
Week starting 2026-08-17. Total ATS volume: 537,629 shares across 49,310 trades.
Aug 10, 2026
dark_pool
Dark Pool: FIX — 0.4M shares, 46,744 trades
Week starting 2026-08-10. Total ATS volume: 441,380 shares across 46,744 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $12.81 | $12.13–$14.13 | 55.3% | +0.1% | 7↑ 0↓ | $3.4B | 10 |
| Next Q | $13.14 | $12.32–$15.02 | 40.2% | +0.2% | 7↑ 0↓ | $3.5B | 10 |
| Current FY | $49.01 | $48.16–$52.18 | 69.7% | +0.1% | 7↑ 0↓ | $13.0B | 10 |
| Next FY | $60.18 | $51.64–$65.18 | 22.8% | +0.2% | 7↑ 0↓ | $15.4B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $12.808 | — |
| 7d ago | $12.808 | — |
| 30d ago | $12.791 | +0.017 |
| 60d ago | $10.762 | +2.046 |
| 90d ago | $10.762 | +2.046 |
Institutional ownership
Which big funds own FIX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $47.4B total value (23,915,796 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,397,683 | $6.7B | 14.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,297,509 | $4.6B | 9.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,866,170 | $3.7B | 7.8% | — |
| FMR LLC | 1,659,799 | $3.3B | 6.9% | — |
| STATE STREET CORP | 1,537,139 | $3.0B | 6.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,151,350 | $2.3B | 4.8% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,059,017 | $2.1B | 4.4% | — |
| JPMORGAN CHASE & CO | 838,417 | $1.6B | 3.4% | — |
| Capital World Investors | 720,244 | $1.4B | 3.0% | — |
| Invesco Ltd. | 658,314 | $1.3B | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 471,564 | — | $934.6M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | TRIM | 620,915 | 355,433 | -42.8% | $704.5M |
| FEDERATED HERMES, INC. | ADD | 267,030 | 341,485 | +27.9% | $676.8M |
| Amundi | DOUBLED | 136,835 | 292,904 | +114.1% | $580.5M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | DOUBLED | 228 | 220,776 | +96731.6% | $440.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | DOUBLED | 84,992 | 207,953 | +144.7% | $412.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | 146,007 | 201,945 | +38.3% | $400.2M |
| Legal & General Group Plc | ADD | 153,779 | 201,870 | +31.3% | $400.1M |
| Allianz Asset Management GmbH | ADD | 119,449 | 187,971 | +57.4% | $372.5M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 51,120 | 162,875 | +218.6% | $322.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$103.0M — $0.00 bought, $103.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | Lane Brian E. | CHIEF EXECUTIVE OFF. | SELL | 16,024 | $1,608.21 | $25.8M |
| Aug 17, 2026 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | SELL | 2,554 | $1,859.65 | $4.7M |
| Aug 11, 2026 | MYERS FRANKLIN | Director | SELL | 4,000 | $1,693.92 | $6.8M |
| Aug 10, 2026 | MYERS FRANKLIN | Director | SELL | 3,500 | $1,690.47 | $5.9M |
| Jun 24, 2026 | MYERS FRANKLIN | Director | SELL | 6,700 | $1,954.47 | $13.1M |
| May 27, 2026 | Hardy Rhoman J | Director | SELL | 342 | $1,900.08 | $649.8K |
| May 21, 2026 | MYERS FRANKLIN | Director | GIFT | 273 | — | — |
| May 18, 2026 | Hardy Rhoman J | Director | AWARD | 105 | — | — |
| May 18, 2026 | SANDBROOK WILLIAM J | Director | AWARD | 105 | — | — |
| May 18, 2026 | Wallis-Lage Cindy L. | Director | AWARD | 105 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for FIX.
Shares short
857,812
Settlement Sep 15, 2026
Change vs prior
-5.8%
Semi-monthly cycle
Days to cover
2.8
At avg daily volume
Of shares outstanding
≈2.4%
Estimate — not % of float
All FIX filing & press-release reports (13)
- CLUSTER reportAug 18, 2026
- 8-K reportAug 3, 2026
- 8-K reportJun 23, 2026
- CLUSTER reportMay 6, 2026
- 8-K reportMay 1, 2026
- CLUSTER reportMay 1, 2026
- 8-K reportApr 23, 2026
- CLUSTER reportMar 5, 2026
- CLUSTER reportMar 4, 2026
- INST-CLUSTER reportFeb 28, 2026
- CLUSTER reportFeb 27, 2026
- CLUSTER reportFeb 26, 2026
- CLUSTER reportFeb 26, 2026