Comfort Systems USA, Inc. $FIX Stock Holdings Boosted by SIR Capital Management L.P.

Posted by Brian Himes on Jun 13th, 2026

SIR Capital Management L.P. raised its position in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 41.8% in the fourth quarter, HoldingsChannel.com reports. The firm owned 6,237 shares of the construction company’s stock after buying an additional 1,837 shares during the period. SIR Capital Management L.P.’s holdings in Comfort Systems USA were worth $5,821,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in FIX. NewEdge Advisors LLC boosted its stake in Comfort Systems USA by 41.1% during the 1st quarter. NewEdge Advisors LLC now owns 3,412 shares of the construction company’s stock valued at $1,100,000 after purchasing an additional 993 shares in the last quarter. Focus Partners Wealth boosted its stake in Comfort Systems USA by 110.6% during the 1st quarter. Focus Partners Wealth now owns 2,300 shares of the construction company’s stock valued at $741,000 after purchasing an additional 1,208 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in Comfort Systems USA by 40.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,079 shares of the construction company’s stock valued at $579,000 after purchasing an additional 313 shares in the last quarter. WINTON GROUP Ltd bought a new position in Comfort Systems USA during the 2nd quarter valued at $567,000. Finally, Sei Investments Co. boosted its stake in Comfort Systems USA by 69.2% during the 2nd quarter. Sei Investments Co. now owns 43,631 shares of the construction company’s stock valued at $23,395,000 after purchasing an additional 17,839 shares in the last quarter. 96.51% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

FIX has been the subject of a number of research reports. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Comfort Systems USA in a research note on Monday, April 20th. Zacks Research raised Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 25th. Stifel Nicolaus increased their price target on Comfort Systems USA from $1,611.00 to $1,819.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. DA Davidson increased their price target on Comfort Systems USA from $1,200.00 to $1,800.00 and gave the company a “buy” rating in a research note on Monday, February 23rd. Finally, Glj Research assumed coverage on Comfort Systems USA in a research report on Monday, April 20th. They set a “buy” rating and a $2,001.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $1,991.50.

View Our Latest Report on FIX

Insider Activity at Comfort Systems USA

In other news, Director Rhoman J. Hardy sold 342 shares of the stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $1,900.08, for a total transaction of $649,827.36. Following the completion of the sale, the director owned 1,890 shares in the company, valued at approximately $3,591,151.20. This represents a 15.32% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Franklin Myers sold 4,500 shares of the stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $1,902.57, for a total value of $8,561,565.00. Following the completion of the sale, the director owned 68,983 shares of the company’s stock, valued at $131,244,986.31. The trade was a 6.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 24,078 shares of company stock worth $46,651,175. 1.24% of the stock is owned by corporate insiders.

Comfort Systems USA Price Performance

Shares of NYSE:FIX opened at $1,877.52 on Friday. Comfort Systems USA, Inc. has a one year low of $489.54 and a one year high of $2,073.99. The stock has a fifty day moving average of $1,781.45 and a 200-day moving average of $1,386.40. The company has a market capitalization of $66.09 billion, a PE ratio of 54.17 and a beta of 1.65. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.21 and a current ratio of 1.24.

Comfort Systems USA (NYSE:FIX – Get Free Report) last announced its quarterly earnings data on Thursday, April 23rd. The construction company reported $10.51 EPS for the quarter, beating analysts’ consensus estimates of $6.81 by $3.70. Comfort Systems USA had a return on equity of 51.69% and a net margin of 12.07%.The company had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.39 billion. During the same quarter in the prior year, the firm earned $4.75 EPS. The company’s quarterly revenue was up 56.5% compared to the same quarter last year. As a group, equities analysts anticipate that Comfort Systems USA, Inc. will post 43.39 EPS for the current fiscal year.

Comfort Systems USA Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, May 26th. Stockholders of record on Friday, May 15th were given a dividend of $0.80 per share. This is a boost from Comfort Systems USA’s previous quarterly dividend of $0.70. The ex-dividend date was Friday, May 15th. This represents a $3.20 dividend on an annualized basis and a dividend yield of 0.2%. Comfort Systems USA’s payout ratio is currently 9.23%.

Comfort Systems USA Profile

(Free Report)

Comfort Systems USA, Inc is a U.S.-based mechanical contracting company that provides a range of heating, ventilation and air conditioning (HVAC) services to commercial, industrial and institutional customers. The company focuses on the design, installation, maintenance and repair of HVAC systems, and it supports projects from initial engineering and system selection through long-term service agreements and upgrades.

Its service offerings include new construction and retrofit installations, preventive and corrective maintenance, emergency repair, energy management and building automation systems.