71,032 Shares in Comfort Systems USA, Inc. $FIX Acquired by Ieq Capital LLC

Posted by Geri Gentry on Aug 22nd, 2026

Ieq Capital LLC acquired a new stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) in the 2nd quarter, HoldingsChannel reports. The institutional investor acquired 71,032 shares of the construction company’s stock, valued at approximately $140,783,000. Comfort Systems USA accounts for about 0.6% of Ieq Capital LLC’s portfolio, making the stock its 20th biggest holding.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in FIX. Prudential PLC purchased a new stake in shares of Comfort Systems USA in the fourth quarter valued at about $6,922,000. Ethic Inc. increased its position in Comfort Systems USA by 80.5% during the fourth quarter. Ethic Inc. now owns 1,677 shares of the construction company’s stock worth $1,565,000 after purchasing an additional 748 shares during the last quarter. BNP Paribas Financial Markets raised its stake in Comfort Systems USA by 230.4% during the fourth quarter. BNP Paribas Financial Markets now owns 57,199 shares of the construction company’s stock worth $53,383,000 after purchasing an additional 39,888 shares during the period. Vanguard Group Inc. raised its stake in Comfort Systems USA by 17.0% during the fourth 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. Finally, Swiss Life Asset Management Ltd boosted its holdings in Comfort Systems USA by 713.1% in the 4th quarter. Swiss Life Asset Management Ltd now owns 13,278 shares of the construction company’s stock valued at $12,392,000 after purchasing an additional 11,645 shares during the last quarter. Hedge funds and other institutional investors own 96.51% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. KeyCorp increased 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 research note on Monday, July 27th. Stifel Nicolaus set a $1,910.00 price target on shares of Comfort Systems USA in a research report on Monday, July 27th. UBS Group set a $2,100.00 price objective on Comfort Systems USA in a report on Thursday. DA Davidson started coverage on Comfort Systems USA in a research report on Friday. They issued a “buy” rating and a $2,100.00 price objective for the company. Finally, Zacks Research raised Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, July 28th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $2,082.86.

Get Our Latest Research Report on FIX

Comfort Systems USA Trading Down 0.9%

FIX opened at $1,658.28 on Friday. Comfort Systems USA, Inc. has a 52 week low of $670.19 and a 52 week high of $2,073.99. 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 business has a fifty day simple moving average of $1,783.64 and a 200-day simple moving average of $1,655.08. The firm has a market cap of $58.35 billion, a P/E ratio of 40.78 and a beta of 1.69.

Comfort Systems USA (NYSE:FIX – Get Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The construction company reported $12.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $10.45 by $2.08. Comfort Systems USA had a return on equity of 53.55% and a net margin of 12.77%.The firm had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $2.99 billion. During the same quarter in the previous year, the business earned $6.53 EPS. The company’s quarterly revenue was up 50.3% compared to the same quarter last year. On average, equities analysts expect that Comfort Systems USA, Inc. will post 46.77 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. Shareholders 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 represents a $3.60 annualized dividend and a yield of 0.2%. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.80. Comfort Systems USA’s dividend payout ratio is presently 8.85%.

Insiders Place Their Bets

In other Comfort Systems USA news, Director Franklin Myers sold 4,000 shares of the business’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $1,693.92, for a total transaction of $6,775,680.00. Following the sale, the director directly owned 8,495 shares in the company, valued at $14,389,850.40. This represents a 32.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Rhoman J. Hardy sold 342 shares of the stock in a transaction dated 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 sale, the director directly owned 1,890 shares in the company, valued at $3,591,151.20. This represents a 15.32% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 17,096 shares of company stock worth $31,186,647 over the last three months. Company insiders own 1.24% of the company’s stock.

Comfort Systems USA Company 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.