TimesSquare Capital Management LLC Makes New $146.34 Million Investment in Comfort Systems USA, Inc. $FIX

Posted by Geri Gentry on Aug 18th, 2026

TimesSquare Capital Management LLC purchased a new stake in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 73,834 shares of the construction company’s stock, valued at approximately $146,335,000. Comfort Systems USA comprises 2.2% of TimesSquare Capital Management LLC’s portfolio, making the stock its 5th largest position. TimesSquare Capital Management LLC owned about 0.21% of Comfort Systems USA at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the business. Signature Equity Partners LLC boosted its stake in shares of Comfort Systems USA by 16.7% in the 1st quarter. Signature Equity Partners LLC now owns 35 shares of the construction company’s stock valued at $48,000 after purchasing an additional 5 shares in the last quarter. Coston McIsaac & Partners grew its holdings in shares of Comfort Systems USA by 3.0% during the 1st quarter. Coston McIsaac & Partners now owns 239 shares of the construction company’s stock valued at $329,000 after purchasing an additional 7 shares during the last quarter. Petra Financial Advisors Inc. raised its position in Comfort Systems USA by 0.7% in the 1st quarter. Petra Financial Advisors Inc. now owns 1,080 shares of the construction company’s stock worth $1,489,000 after purchasing an additional 7 shares during the period. Carolina Wealth Advisors LLC raised its position in Comfort Systems USA by 63.6% in the 2nd quarter. Carolina Wealth Advisors LLC now owns 18 shares of the construction company’s stock worth $36,000 after purchasing an additional 7 shares during the period. Finally, Pinnacle Wealth Management Advisory Group LLC lifted its stake in Comfort Systems USA by 1.4% in the first quarter. Pinnacle Wealth Management Advisory Group LLC now owns 572 shares of the construction company’s stock worth $789,000 after purchasing an additional 8 shares during the last quarter. 96.51% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Comfort Systems USA news, Director Rhoman J. Hardy sold 342 shares of the company’s stock in a transaction that occurred 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 transaction, the director owned 1,890 shares of the company’s stock, valued at $3,591,151.20. This represents a 15.32% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Franklin Myers sold 6,700 shares of the stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $1,954.47, for a total value of $13,094,949.00. Following the completion of the sale, the director owned 62,115 shares of the company’s stock, valued at approximately $121,401,904.05. This trade represents a 9.74% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 14,542 shares of company stock valued at $26,437,101 in the last ninety days. 1.24% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

FIX has been the subject of several analyst reports. UBS Group upped their price target on shares of Comfort Systems USA from $2,125.00 to $2,225.00 and gave the company a “buy” rating in a research report on Monday, July 27th. KeyCorp lifted their price objective on Comfort Systems USA from $2,004.00 to $2,110.00 and gave the stock an “overweight” rating in a report on Monday, July 27th. Oppenheimer assumed coverage on Comfort Systems USA in a research note on Thursday, May 28th. They issued an “outperform” rating and a $2,200.00 target price for the company. Weiss Ratings restated a “buy (b)” rating on shares of Comfort Systems USA in a report on Friday, July 17th. Finally, Wall Street Zen lowered Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research report on Sunday, May 10th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $2,057.86.

Check Out Our Latest Stock Analysis on FIX

Comfort Systems USA Price Performance

FIX stock opened at $1,879.96 on Tuesday. The firm’s 50-day moving average price is $1,793.64 and its two-hundred day moving average price is $1,643.63. Comfort Systems USA, Inc. has a 12-month low of $655.96 and a 12-month high of $2,073.99. The stock has a market capitalization of $66.16 billion, a price-to-earnings ratio of 46.24 and a beta of 1.69. The company has a current ratio of 1.21, a quick ratio of 1.19 and a debt-to-equity ratio of 0.02.

Comfort Systems USA (NYSE:FIX – Get Free Report) last issued its quarterly earnings data on Thursday, July 23rd. The construction company reported $12.53 EPS for the quarter, beating the consensus estimate of $10.45 by $2.08. The firm had revenue of $3.27 billion during the quarter, compared to the consensus estimate 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 quarterly revenue was up 50.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $6.53 earnings per share. As a group, equities analysts predict that Comfort Systems USA, Inc. will post 46.77 earnings per share for the current year.

Comfort Systems USA Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 24th. Investors of record on Thursday, August 13th will be issued a dividend of $0.90 per share. The ex-dividend date is Thursday, August 13th. This represents a $3.60 dividend on an annualized basis and a 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 presently 8.85%.

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.