Beese Fulmer Investment Management 13F: Cuts FIX Stake by $738K

Beese Fulmer Investment Management cut its holdings in Comfort Systems USA, Inc. FIX by 446 shares during the period, lowering its stake by 54.6% to 371 shares. The firm disclosed the reduction in a Form 13F filing with the SEC on October 23, 2026. The remaining shares held by the firm were valued at approximately $613,667 at the time of the report.

FIX Comfort Systems USA, Inc.

$1,160.86 ▲ +15.83% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Beese Fulmer Investment Management's Comfort Systems USA, Inc. Position

The fund held 817 shares of the mechanical and electrical installation provider previously. Dropping 446 shares brought its final count down to 371 shares in the filing filed on October 23, 2026. Comfort Systems USA, Inc. shares closed at $1,160.86 on the filing date.

Other Institutional Activity in Comfort Systems USA, Inc.

Other large investors also adjusted their positions in the engineering and construction firm around the same time. Royal London Asset Management cut its holdings by 56,544 shares, ending with 138,256 shares worth about $274,016,472.45. E. Ohman J:or Asset Management lowered its stake by 92.2% with a sale of 14,241 shares, leaving it with 1,207 shares valued at $1,996,487. Curated Wealth Partners reduced its position by 99.4%, selling 193,567 shares to finish with 1,197 shares worth $1,979,944. Artisan Partners Limited Partnership trimmed its holdings by 3.7%, shedding 8,034 shares to hold 208,177 shares valued at $420,011,658.71. AQR Capital Management, LLC cut its stake by 5.1% by offloading 57,265 shares, closing the period with 1,059,017 shares worth $1,229,370,459.

Comfort Systems USA, Inc. Stock Down 12.0%

Comfort Systems USA, Inc. recently traded around $1,125.30 as of October 24, 2026, which is 3.1% below its closing price of $1,160.86 on the filing date. The stock has traded between a 52-week low of $791.36 and a 52-week high of $2,073.99.

Recent Earnings

Comfort Systems USA, Inc. reported $11,228,023,808 in trailing-twelve-month revenue alongside earnings of $40.64 per share. The firm operates through mechanical and electrical segments across the United States.

Dividend

The company pays an annual dividend rate of $3.60 per share, yielding 0.28% with a payout ratio of 6.4%.

Insider Buying and Selling at Comfort Systems USA, Inc.

Company insiders executed several transactions prior to the filing. Director Franklin Myers sold 6,700 shares on June 24, 2026, at an average price of $1,954.47 for a total of $13,094,949. Myers later sold 7,500 shares on August 11, 2026, valued at $12,692,338. Chief Financial Officer Williamiii George sold 2,554 shares on August 17, 2026, at $1,881.18 per share totaling $4,804,534. Chief Executive Officer Brian E. Lane sold 16,024 shares on August 26, 2026, at $1,608.21 per share for a total value of $25,769,923.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. Goldman Sachs initiated coverage with a Buy rating and a $2,159.00 price target on July 9, 2026. UBS maintained a Buy rating on July 27, 2026, raising its price target from $2,125.00 to $2,225.00. Keybanc maintained an Overweight rating on July 27, 2026, lifting its target from $2,004.00 to $2,110.00. DA Davidson initiated coverage with a Buy rating and a $2,100.00 target on August 21, 2026. Keybanc again maintained an Overweight rating on October 15, 2026, moving its price target to $2,125.00. Overall, the stock carries a strong buy recommendation consensus.

About Comfort Systems USA, Inc.

Headquartered in Houston, Texas, Comfort Systems USA, Inc. provides mechanical and electrical contracting services. The company handles heating, ventilation, air conditioning, plumbing, piping, controls, and fire protection services for commercial and industrial clients through its network of subsidiaries.

Bottom Line

Investors tracking Comfort Systems USA, Inc. will look to upcoming earnings reports and future institutional filings to gauge ongoing demand for the stock. Monitoring insider transaction patterns can also provide insight into executive sentiment as the company continues its mechanical and electrical operations.