Comfort Systems USA, Inc. $FIX Stock Position Cut by Curated Wealth Partners LLC

Posted by Francis Steltz on Oct 15th, 2026

Curated Wealth Partners LLC reduced its position in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 99.4% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 1,197 shares of the construction company’s stock after selling 193,567 shares during the quarter. Curated Wealth Partners LLC’s holdings in Comfort Systems USA were worth $1,980,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. BlackRock Inc. bought a new position in shares of Comfort Systems USA in the 2nd quarter valued at about $6,734,037,000. Amundi raised its stake in Comfort Systems USA by 114.1% in the second quarter. Amundi now owns 292,904 shares of the construction company’s stock valued at $580,521,000 after buying an additional 156,069 shares during the period. Dimensional Fund Advisors LP raised its stake in Comfort Systems USA by 5.4% in the 1st quarter. Dimensional Fund Advisors LP now owns 279,947 shares of the construction company’s stock valued at $385,800,000 after acquiring an additional 14,423 shares during the period. Arrowstreet Capital Limited Partnership increased its holdings in shares of Comfort Systems USA by 12.8% in the first quarter. Arrowstreet Capital Limited Partnership now owns 252,979 shares of the construction company’s stock valued at $348,856,000 after purchasing an additional 28,712 shares during the last quarter. Finally, Value Aligned Research Advisors LLC lifted its stake in shares of Comfort Systems USA by 14.0% during the 2nd quarter. Value Aligned Research Advisors LLC now owns 243,607 shares of the construction company’s stock worth $482,817,000 after buying an additional 29,970 shares during the last quarter. 96.51% of the stock is owned by institutional investors.

Analysts Set New Price Targets

FIX has been the topic of a number of recent research reports. DA Davidson initiated coverage on Comfort Systems USA in a research note on Friday, August 21st. They set a “buy” rating and a $2,100.00 target price on the stock. Weiss Ratings upgraded shares of Comfort Systems USA from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, October 8th. Zacks Research cut Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a report on Monday, October 5th. UBS Group reaffirmed a “buy” rating on shares of Comfort Systems USA in a research note on Tuesday, September 15th. Finally, Erste Group Bank lowered shares of Comfort Systems USA from a “buy” rating to a “hold” rating in a report on Wednesday, July 15th. Eight investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, Comfort Systems USA presently has a consensus rating of “Moderate Buy” and an average target price of $2,085.00.

Get Our Latest Analysis on Comfort Systems USA

Comfort Systems USA Trading Down 6.0%

NYSE FIX traded down $92.28 during trading hours on Thursday, reaching $1,449.40. The company’s stock had a trading volume of 427,963 shares, compared to its average volume of 430,634. Comfort Systems USA, Inc. has a 52 week low of $770.47 and a 52 week high of $2,073.99. The company has a debt-to-equity ratio of 0.02, a current ratio of 1.21 and a quick ratio of 1.19. The stock has a market cap of $51.00 billion, a P/E ratio of 35.70 and a beta of 1.66. The firm has a fifty day simple moving average of $1,652.73 and a 200-day simple moving average of $1,730.07.

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 for the quarter, beating analysts’ consensus estimates of $10.45 by $2.08. The business had revenue of $3.27 billion during 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%. Comfort Systems USA’s quarterly revenue was up 50.3% on a year-over-year basis. During the same period in the prior year, the business posted $6.53 earnings per share. Equities analysts forecast that Comfort Systems USA, Inc. will post 48.15 earnings per share for the current fiscal year.

Comfort Systems USA Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, August 24th. Shareholders of record on Thursday, August 13th were issued a dividend of $0.90 per share. This represents a $3.60 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date was Thursday, August 13th. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.80. Comfort Systems USA’s dividend payout ratio (DPR) is currently 8.85%.

Insiders Place Their Bets

In related news, Director Franklin Myers sold 4,000 shares of the stock in a transaction on Tuesday, August 11th. The stock was 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 approximately $14,389,850.40. This represents a 32.01% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO William George, III sold 2,554 shares of the stock in a transaction dated Monday, August 17th. The shares were 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 of the company’s stock, valued at approximately $56,254,412.50. This represents a 7.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 26,078 shares of company stock worth $43,211,828. 1.24% of the stock is currently owned by company insiders.

Comfort Systems USA Company Profile

(Free Report)

Comfort Systems USA, Inc (NYSE:FIX) provides mechanical, electrical, and other contracting services for commercial, industrial, and institutional customers. Its work supports the construction, renovation, and ongoing operation of facilities such as office buildings, hospitals, schools, data centers, manufacturing plants, and other complex infrastructure.

The company’s services include heating, ventilation, and air conditioning; plumbing and piping; electrical contracting; building automation and controls; and related specialty services.