Capstone Investment Advisors LLC Makes New Investment in Comfort Systems USA, Inc. $FIX

Posted by George Bondi on Aug 28th, 2026

Capstone Investment Advisors LLC purchased a new position in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,300 shares of the construction company’s stock, valued at approximately $2,577,000.

Other large investors have also modified their holdings of the company. Jones Financial Companies Lllp acquired a new position in Comfort Systems USA during the 2nd quarter worth $26,000. Core Wealth Advisors LLC purchased a new position in shares of Comfort Systems USA in the 4th quarter valued at about $28,000. Avalon Trust Co purchased a new position in shares of Comfort Systems USA in the 2nd quarter valued at about $32,000. Kemnay Advisory Services Inc. acquired a new position in shares of Comfort Systems USA during the fourth quarter worth about $33,000. Finally, Carolina Wealth Advisors LLC increased its stake in shares of Comfort Systems USA by 63.6% during the second quarter. Carolina Wealth Advisors LLC now owns 18 shares of the construction company’s stock worth $36,000 after buying an additional 7 shares during the period. Hedge funds and other institutional investors own 96.51% of the company’s stock.

Wall Street Analysts Forecast Growth

FIX has been the topic of several analyst reports. UBS Group set a $2,100.00 target price on shares of Comfort Systems USA in a report on Thursday, August 20th. Zacks Research upgraded shares of Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 28th. Stifel Nicolaus set a $1,910.00 price objective on shares of Comfort Systems USA in a research report on Monday, July 27th. DA Davidson started coverage on shares of Comfort Systems USA in a report on Friday, August 21st. They issued a “buy” rating and a $2,100.00 price objective on the stock. Finally, Wall Street Zen downgraded shares of Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research note 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 company. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $2,082.86.

Check Out Our Latest Report on Comfort Systems USA

Comfort Systems USA Stock Performance

Shares of FIX opened at $1,616.34 on Friday. The stock has a 50 day moving average price of $1,756.32 and a 200 day moving average price of $1,670.47. 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 company has a market capitalization of $56.88 billion, a price-to-earnings ratio of 39.75 and a beta of 1.69. Comfort Systems USA, Inc. has a 52-week low of $670.19 and a 52-week high of $2,073.99.

Comfort Systems USA (NYSE:FIX – Get Free Report) last released its quarterly earnings data on Thursday, July 23rd. The construction company reported $12.53 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $2.99 billion. During the same quarter last year, the company earned $6.53 earnings per share. The firm’s revenue for the quarter was up 50.3% on a year-over-year basis. Research analysts predict that Comfort Systems USA, Inc. will post 47.2 EPS for the current fiscal year.

Comfort Systems USA Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, August 24th. Investors of record on Thursday, August 13th were given a $0.90 dividend. This is a positive change 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 dividend yield of 0.2%. Comfort Systems USA’s payout ratio is 8.85%.

Insider Buying and Selling

In related news, Director Franklin Myers sold 4,000 shares of the business’s stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $1,693.92, for a total value of $6,775,680.00. Following the completion of the sale, the director directly owned 8,495 shares of the company’s stock, valued at $14,389,850.40. The trade was a 32.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Brian E. Lane sold 16,024 shares of the business’s stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $1,608.21, for a total transaction of $25,769,957.04. Following the completion of the sale, the insider directly owned 145,065 shares of the company’s stock, valued at approximately $233,294,983.65. This trade represents a 9.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 32,778 shares of company stock worth $56,306,777 in the last ninety days. 1.24% of the stock is owned by corporate insiders.

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.