Sigma Planning Corp Boosts Holdings in Comfort Systems USA, Inc. $FIX

Posted by Stanley Muller on Jul 17th, 2026

Sigma Planning Corp boosted its stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 57.0% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,361 shares of the construction company’s stock after acquiring an additional 494 shares during the period. Sigma Planning Corp’s holdings in Comfort Systems USA were worth $1,877,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in shares of Comfort Systems USA by 17.0% in the 4th quarter. Vanguard Group Inc. now owns 4,310,126 shares of the construction company’s stock worth $4,022,597,000 after purchasing an additional 625,567 shares during the period. Norges Bank bought a new position in Comfort Systems USA during the fourth quarter valued at $469,606,000. State Street Corp increased its position in Comfort Systems USA by 35.6% in the fourth quarter. State Street Corp now owns 1,428,674 shares of the construction company’s stock worth $1,333,367,000 after buying an additional 375,118 shares during the last quarter. Geode Capital Management LLC increased its position in Comfort Systems USA by 39.0% in the fourth quarter. Geode Capital Management LLC now owns 1,185,909 shares of the construction company’s stock worth $1,103,453,000 after buying an additional 332,441 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. raised its stake in shares of Comfort Systems USA by 37,987.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 310,031 shares of the construction company’s stock valued at $289,349,000 after buying an additional 309,217 shares during the period. 96.51% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Comfort Systems USA

In other news, CAO Julie Shaeff sold 1,123 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $2,000.37, for a total transaction of $2,246,415.51. Following the completion of the transaction, the chief accounting officer directly owned 12,624 shares in the company, valued at $25,252,670.88. The trade was a 8.17% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Brian E. Lane sold 11,113 shares of the company’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $1,969.84, for a total transaction of $21,890,831.92. Following the completion of the transaction, the insider directly owned 161,089 shares in the company, valued at approximately $317,319,555.76. The trade was a 6.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 30,778 shares of company stock worth $59,746,124 in the last ninety days. Insiders own 1.24% of the company’s stock.

Comfort Systems USA Stock Performance

NYSE:FIX opened at $1,681.50 on Friday. The business’s fifty day moving average is $1,867.00 and its 200 day moving average is $1,539.29. The firm has a market cap of $59.19 billion, a price-to-earnings ratio of 48.51 and a beta of 1.66. 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, Inc. has a 52-week low of $513.99 and a 52-week high of $2,073.99.

Comfort Systems USA (NYSE:FIX – Get Free Report) last issued its earnings results on Thursday, April 23rd. The construction company reported $10.51 EPS for the quarter, topping the consensus estimate 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 business had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.39 billion. During the same quarter last year, the company earned $4.75 EPS. The firm’s revenue was up 56.5% compared to the same quarter last year. Research analysts predict that Comfort Systems USA, Inc. will post 43.39 EPS for the current year.

Comfort Systems USA Increases Dividend

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

Analyst Ratings Changes

FIX has been the subject of several research reports. UBS Group increased their price target on Comfort Systems USA from $1,992.00 to $2,125.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. Wall Street Zen downgraded shares of Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a report on Sunday, May 10th. KeyCorp upgraded shares of Comfort Systems USA from a “sector weight” rating to an “overweight” rating and set a $2,004.00 target price for the company in a research report on Friday, April 24th. Weiss Ratings reiterated a “buy (b)” rating on shares of Comfort Systems USA in a research note on Monday, April 20th. Finally, Glj Research started coverage on shares of Comfort Systems USA in a research report on Monday, April 20th. They issued a “buy” rating and a $2,001.00 price target on the stock. Nine investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, Comfort Systems USA has a consensus rating of “Moderate Buy” and an average target price of $2,015.43.

Read Our Latest Research Report on FIX

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.