Elevation Point Wealth Partners LLC Takes $1.05 Million Position in Comfort Systems USA, Inc. $FIX

Posted by Brenda Bartman on Aug 25th, 2026

Elevation Point Wealth Partners LLC purchased a new stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 532 shares of the construction company’s stock, valued at approximately $1,055,000.

A number of other hedge funds have also recently added to or reduced their stakes in FIX. Prudential PLC bought a new position in Comfort Systems USA during the fourth quarter valued at about $6,922,000. Ethic Inc. lifted its position in shares of Comfort Systems USA by 80.5% in the fourth quarter. Ethic Inc. now owns 1,677 shares of the construction company’s stock worth $1,565,000 after buying an additional 748 shares during the last quarter. BNP Paribas Financial Markets boosted its stake in shares of Comfort Systems USA by 230.4% during the 4th quarter. BNP Paribas Financial Markets now owns 57,199 shares of the construction company’s stock worth $53,383,000 after acquiring an additional 39,888 shares in the last quarter. Vanguard Group Inc. boosted its stake in shares of Comfort Systems USA by 17.0% during the 4th quarter. Vanguard Group Inc. now owns 4,310,126 shares of the construction company’s stock worth $4,022,597,000 after acquiring an additional 625,567 shares in the last quarter. Finally, Swiss Life Asset Management Ltd increased its holdings in shares of Comfort Systems USA by 713.1% during 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 acquiring an additional 11,645 shares during the last quarter. Institutional investors and hedge funds own 96.51% of the company’s stock.

Comfort Systems USA Trading Down 2.9%

Shares of NYSE:FIX opened at $1,607.66 on Tuesday. The company has a market cap of $56.57 billion, a P/E ratio of 39.54 and a beta of 1.69. The stock’s 50-day moving average is $1,776.76 and its 200-day moving average is $1,661.26. 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 debt-to-equity ratio of 0.02, a quick ratio of 1.19 and a current ratio of 1.21.

Comfort Systems USA (NYSE:FIX – Get Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The construction company reported $12.53 EPS for the quarter, topping analysts’ consensus estimates 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 business had revenue of $3.27 billion for the quarter, compared to analyst estimates of $2.99 billion. During the same period in the previous year, the company posted $6.53 earnings per share. The firm’s revenue for the quarter was up 50.3% on a year-over-year basis. Equities research 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 announced a quarterly dividend, which was paid on Monday, August 24th. Shareholders of record on Thursday, August 13th were issued a $0.90 dividend. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.80. The ex-dividend date of this dividend was Thursday, August 13th. This represents a $3.60 dividend on an annualized basis and a yield of 0.2%. Comfort Systems USA’s payout ratio is 8.85%.

Insiders Place Their Bets

In other news, Director Rhoman J. Hardy sold 342 shares of the 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 value of $649,827.36. Following the completion of the sale, the director directly owned 1,890 shares of the company’s stock, valued at approximately $3,591,151.20. This represents a 15.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO William George III sold 2,554 shares of the firm’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $1,859.65, for a total transaction of $4,749,546.10. Following the completion of the sale, the chief financial officer owned 30,250 shares in the company, valued at approximately $56,254,412.50. The trade was a 7.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 17,096 shares of company stock valued at $31,186,647 in the last three months. Company insiders own 1.24% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. Erste Group Bank downgraded Comfort Systems USA from a “buy” rating to a “hold” rating in a research note on Wednesday, July 15th. Wall Street Zen cut Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research report on Sunday, May 10th. Stifel Nicolaus set a $1,910.00 price target on Comfort Systems USA in a report on Monday, July 27th. KeyCorp lifted 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 report on Monday, July 27th. Finally, DA Davidson began coverage on shares of Comfort Systems USA in a research note on Friday. They issued a “buy” rating and a $2,100.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, Comfort Systems USA presently has an average rating of “Buy” and an average price target of $2,082.86.

View Our Latest Research Report on FIX

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.