Empowered Funds LLC Buys 1,805 Shares of Comfort Systems USA, Inc. $FIX

Posted by Geri Gentry on Jul 28th, 2026

Empowered Funds LLC increased its stake in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 5.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 35,511 shares of the construction company’s stock after purchasing an additional 1,805 shares during the period. Empowered Funds LLC’s holdings in Comfort Systems USA were worth $48,969,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Core Wealth Advisors LLC acquired a new position in Comfort Systems USA in the fourth quarter valued at about $28,000. Kemnay Advisory Services Inc. acquired a new position in shares of Comfort Systems USA during the 4th quarter worth about $33,000. Farmers & Merchants Investments Inc. increased its stake in shares of Comfort Systems USA by 29.0% in the 4th quarter. Farmers & Merchants Investments Inc. now owns 40 shares of the construction company’s stock valued at $37,000 after acquiring an additional 9 shares during the last quarter. JFS Wealth Advisors LLC boosted its stake in Comfort Systems USA by 29.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 44 shares of the construction company’s stock worth $41,000 after acquiring an additional 10 shares during the last quarter. Finally, ORG Partners LLC boosted its stake in Comfort Systems USA by 63.0% during the 4th quarter. ORG Partners LLC now owns 44 shares of the construction company’s stock worth $41,000 after acquiring an additional 17 shares during the last quarter. Institutional investors own 96.51% of the company’s stock.

Comfort Systems USA Stock Performance

FIX opened at $1,728.50 on Tuesday. Comfort Systems USA, Inc. has a 12-month low of $655.96 and a 12-month high of $2,073.99. The business has a 50 day moving average of $1,833.30 and a 200-day moving average of $1,577.34. The company has a quick ratio of 1.19, a current ratio of 1.21 and a debt-to-equity ratio of 0.02. The stock has a market cap of $60.83 billion, a price-to-earnings ratio of 42.51 and a beta of 1.66.

Comfort Systems USA (NYSE:FIX – Get Free Report) last issued its quarterly earnings data on Thursday, July 23rd. The construction company reported $12.53 earnings per share for the quarter, beating the consensus estimate of $10.45 by $2.08. The company had revenue of $3.27 billion for the quarter, compared to analyst estimates of $2.99 billion. Comfort Systems USA had a net margin of 12.77% and a return on equity of 53.55%. The company’s revenue was up 50.3% on a year-over-year basis. During the same period in the prior year, the firm earned $6.53 earnings per share. On average, equities research analysts expect that Comfort Systems USA, Inc. will post 43.39 earnings per share for the current year.

Comfort Systems USA Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, August 24th. Stockholders of record on Thursday, August 13th will be given a $0.90 dividend. The ex-dividend date of this dividend is Thursday, August 13th. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.80. This represents a $3.60 annualized dividend and a dividend yield of 0.2%. Comfort Systems USA’s dividend payout ratio (DPR) is currently 7.87%.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on FIX. Erste Group Bank cut shares of Comfort Systems USA from a “buy” rating to a “hold” rating in a report on Wednesday, July 15th. Stifel Nicolaus set a $1,910.00 price target on shares of Comfort Systems USA in a research report on Monday. KeyCorp boosted their price target on shares of Comfort Systems USA from $2,004.00 to $2,110.00 and gave the company an “overweight” rating in a report on Monday. UBS Group lifted their target price on Comfort Systems USA from $2,125.00 to $2,225.00 and gave the stock a “buy” rating in a report on Monday. Finally, The Goldman Sachs Group started coverage on Comfort Systems USA in a research note on Thursday, July 9th. They issued a “buy” rating and a $2,159.00 target price for the company. Nine investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, Comfort Systems USA currently has a consensus rating of “Moderate Buy” and an average target price of $2,057.86.

Read Our Latest Stock Analysis on FIX

Insider Buying and Selling

In other news, CFO William George III sold 4,000 shares of Comfort Systems USA stock in a transaction on Friday, May 8th. The stock was sold at an average price of $1,948.17, for a total transaction of $7,792,680.00. Following the completion of the sale, the chief financial officer owned 33,804 shares of the company’s stock, valued at approximately $65,855,938.68. This trade represents a 10.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Brian E. Lane sold 11,113 shares of Comfort Systems USA stock in a transaction dated 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 sale, the insider owned 161,089 shares of the company’s stock, valued at $317,319,555.76. This trade represents a 6.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 30,778 shares of company stock valued at $59,746,124 in the last ninety days. 1.24% of the stock is currently owned by company insiders.

About Comfort Systems USA

(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.