Argent Capital Management LLC Has $9.63 Million Stake in Comfort Systems USA, Inc. $FIX

Posted by Francis Steltz on Aug 1st, 2026

Argent Capital Management LLC lifted its position in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 20.8% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,985 shares of the construction company’s stock after purchasing an additional 1,202 shares during the period. Argent Capital Management LLC’s holdings in Comfort Systems USA were worth $9,632,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in FIX. Core Wealth Advisors LLC bought a new stake in shares of Comfort Systems USA in the fourth quarter valued at about $28,000. CENTRAL TRUST Co bought a new position in Comfort Systems USA during the first quarter worth about $46,000. Ascentis Independent Advisors bought a new position in Comfort Systems USA during the first quarter worth about $46,000. Brown Lisle Cummings Inc. acquired a new stake in Comfort Systems USA in the 1st quarter worth about $47,000. Finally, Kemnay Advisory Services Inc. acquired a new stake in Comfort Systems USA in the 4th quarter worth about $33,000. 96.51% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

FIX has been the subject of a number of recent research reports. Weiss Ratings reissued a “buy (b)” rating on shares of Comfort Systems USA in a report on Friday, July 17th. Stifel Nicolaus set a $1,910.00 target price on shares of Comfort Systems USA in a report on Monday. Erste Group Bank downgraded shares of Comfort Systems USA from a “buy” rating to a “hold” rating in a research report on Wednesday, July 15th. Glj Research assumed coverage on Comfort Systems USA in a research note on Monday, April 20th. They issued a “buy” rating and a $2,001.00 price target for the company. Finally, KeyCorp increased their price target on Comfort Systems USA from $2,004.00 to $2,110.00 and gave the stock an “overweight” rating in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $2,057.86.

View Our Latest Report on Comfort Systems USA

Comfort Systems USA Trading Up 1.8%

FIX opened at $1,728.56 on Friday. The stock has a market capitalization of $60.83 billion, a price-to-earnings ratio of 42.51 and a beta of 1.66. The company has a quick ratio of 1.19, a current ratio of 1.21 and a debt-to-equity ratio of 0.02. Comfort Systems USA, Inc. has a twelve month low of $655.96 and a twelve month high of $2,073.99. The company has a 50-day simple moving average of $1,817.97 and a 200 day simple moving average of $1,591.10.

Comfort Systems USA (NYSE:FIX – Get Free Report) last issued its earnings results on Thursday, July 23rd. The construction company reported $12.53 EPS for the quarter, beating the consensus estimate of $10.45 by $2.08. Comfort Systems USA had a net margin of 12.77% and a return on equity of 53.55%. The company had revenue of $3.27 billion during the quarter, compared to analysts’ expectations of $2.99 billion. During the same period in the previous year, the company earned $6.53 EPS. The business’s revenue for the quarter was up 50.3% compared to the same quarter last year. Analysts predict that Comfort Systems USA, Inc. will post 46.77 EPS for the current fiscal year.

Comfort Systems USA Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 24th. Shareholders of record on Thursday, August 13th will be issued a $0.90 dividend. The ex-dividend date of this dividend is Thursday, August 13th. This represents a $3.60 dividend on an annualized basis and a dividend yield of 0.2%. This is a boost from Comfort Systems USA’s previous quarterly dividend of $0.80. Comfort Systems USA’s dividend payout ratio (DPR) is 8.85%.

Insider Buying and Selling

In related news, CAO Julie Shaeff sold 1,123 shares of the company’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $2,000.37, for a total transaction of $2,246,415.51. Following the completion of the sale, the chief accounting officer directly owned 12,624 shares in the company, valued at $25,252,670.88. This represents a 8.17% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Brian E. Lane sold 11,113 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $1,969.84, for a total value of $21,890,831.92. Following the completion of the sale, the insider directly owned 161,089 shares in the company, valued at $317,319,555.76. This trade represents a 6.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 28,778 shares of company stock worth $56,257,229. 1.24% of the stock is owned by company insiders.

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.