Comfort Systems USA, Inc. $FIX Shares Bought by Quantinno Capital Management LP

Posted by Geri Gentry on Aug 3rd, 2026

Quantinno Capital Management LP increased its stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 19.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,879 shares of the construction company’s stock after acquiring an additional 2,106 shares during the period. Quantinno Capital Management LP’s holdings in Comfort Systems USA were worth $17,761,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Core Wealth Advisors LLC acquired a new position in shares of Comfort Systems USA during the fourth quarter worth about $28,000. CENTRAL TRUST Co acquired a new stake in Comfort Systems USA in the first quarter valued at approximately $46,000. Ascentis Independent Advisors purchased a new position in Comfort Systems USA in the first quarter worth approximately $46,000. Brown Lisle Cummings Inc. acquired a new position in Comfort Systems USA during the 1st quarter worth approximately $47,000. Finally, Hollencrest Capital Management acquired a new position in Comfort Systems USA during the 1st quarter worth approximately $48,000. Hedge funds and other institutional investors own 96.51% of the company’s stock.

Insiders Place Their Bets

In other news, CAO Julie Shaeff sold 1,123 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $2,000.37, for a total value of $2,246,415.51. Following the completion of the sale, the chief accounting officer owned 12,624 shares in the company, valued at approximately $25,252,670.88. This trade represents a 8.17% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Rhoman J. Hardy sold 342 shares of Comfort Systems USA stock in a transaction dated Wednesday, May 27th. The shares were 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 directly owned 1,890 shares in the company, valued at approximately $3,591,151.20. The trade was a 15.32% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 28,778 shares of company stock valued at $56,257,229. 1.24% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of brokerages have recently weighed in on FIX. Oppenheimer initiated coverage on shares of Comfort Systems USA in a report on Thursday, May 28th. They issued an “outperform” rating and a $2,200.00 price objective on the stock. KeyCorp boosted their target price on shares of Comfort Systems USA from $2,004.00 to $2,110.00 and gave the stock an “overweight” rating in a research note on Monday, July 27th. Stifel Nicolaus set a $1,910.00 target price on Comfort Systems USA in a report on Monday, July 27th. The Goldman Sachs Group assumed coverage on Comfort Systems USA in a research note on Thursday, July 9th. They issued a “buy” rating and a $2,159.00 price target on the stock. Finally, Glj Research started coverage on Comfort Systems USA in a report on Monday, April 20th. They set a “buy” rating and a $2,001.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $2,057.86.

Check Out Our Latest Analysis on Comfort Systems USA

Comfort Systems USA Stock Performance

NYSE FIX opened at $1,728.56 on Monday. The company has a market capitalization of $60.83 billion, a PE ratio of 42.51 and a beta of 1.69. The company has a debt-to-equity ratio of 0.02, a current ratio of 1.21 and a quick ratio of 1.19. Comfort Systems USA, Inc. has a 1 year low of $655.96 and a 1 year high of $2,073.99. The company has a fifty day moving average of $1,817.97 and a two-hundred day moving average of $1,595.01.

Comfort Systems USA (NYSE:FIX – Get Free Report) last released its quarterly earnings results on Thursday, July 23rd. The construction company reported $12.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $10.45 by $2.08. The firm had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $2.99 billion. Comfort Systems USA had a return on equity of 53.55% and a net margin of 12.77%.The firm’s quarterly revenue was up 50.3% compared to the same quarter last year. During the same quarter last year, the business posted $6.53 EPS. As a group, analysts expect that Comfort Systems USA, Inc. will post 46.77 earnings per share for the current year.

Comfort Systems USA Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, August 24th. Investors of record on Thursday, August 13th will be given a $0.90 dividend. This is a boost from Comfort Systems USA’s previous quarterly dividend of $0.80. The ex-dividend date is Thursday, August 13th. This represents a $3.60 annualized dividend and a yield of 0.2%. Comfort Systems USA’s payout ratio is presently 7.87%.

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.