Inspire Investing LLC Acquires 629 Shares of Comfort Systems USA, Inc. $FIX

Posted by Geri Gentry on Oct 24th, 2026

Inspire Investing LLC grew its holdings in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 14.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,065 shares of the construction company’s stock after buying an additional 629 shares during the quarter. Inspire Investing LLC’s holdings in Comfort Systems USA were worth $8,378,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of FIX. MBL Wealth LLC boosted its position in Comfort Systems USA by 92.5% during the third quarter. MBL Wealth LLC now owns 514 shares of the construction company’s stock valued at $850,000 after purchasing an additional 247 shares during the last quarter. Strategic Planning Group LLC grew its stake in Comfort Systems USA by 18.2% in the third quarter. Strategic Planning Group LLC now owns 17,239 shares of the construction company’s stock valued at $28,516,000 after purchasing an additional 2,649 shares in the last quarter. Precedent Wealth Partners LLC bought a new position in Comfort Systems USA in the third quarter valued at approximately $202,000. Vest Financial LLC increased its position in shares of Comfort Systems USA by 183.8% during the 3rd quarter. Vest Financial LLC now owns 15,907 shares of the construction company’s stock worth $26,312,000 after purchasing an additional 10,302 shares during the last quarter. Finally, Cantor Fitzgerald Investment Advisors L.P. acquired a new position in shares of Comfort Systems USA during the 3rd quarter worth approximately $2,647,000. 96.51% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Comfort Systems USA

In other Comfort Systems USA news, Director Franklin Myers sold 4,000 shares of Comfort Systems USA stock in a transaction on 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 completion of the transaction, 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 transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Brian Lane sold 16,024 shares of Comfort Systems USA stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $1,608.21, for a total transaction of $25,769,957.04. Following the transaction, 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. The SEC filing for this sale provides additional information. Insiders sold 26,078 shares of company stock valued at $43,211,828 in the last quarter. 1.24% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on FIX shares. Zacks Research cut Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 5th. DA Davidson began coverage on shares of Comfort Systems USA in a report on Friday, August 21st. They set a “buy” rating and a $2,100.00 target price on the stock. KeyCorp upped their price target on shares of Comfort Systems USA from $2,110.00 to $2,125.00 and gave the stock an “overweight” rating in a research report on Thursday, October 15th. The Goldman Sachs Group set a $1,875.00 price target on shares of Comfort Systems USA in a research note on Tuesday. Finally, Stifel Nicolaus set a $1,910.00 price objective on shares of Comfort Systems USA and gave the company a “buy” rating in a research report on Monday, July 27th. Eight equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $2,044.43.

Read Our Latest Report on Comfort Systems USA

Comfort Systems USA News Summary

Here are the key news stories impacting Comfort Systems USA this week:

Positive Sentiment: Third-quarter revenue rose 53.7% year over year to $3.77 billion, exceeding the $3.40 billion consensus estimate. Adjusted earnings of $13.91 per share also topped expectations of approximately $12.71–$12.85 and increased from $8.25 a year earlier. Comfort Systems Q3 Earnings and Revenues Beat Estimates, Backlog Surges
Positive Sentiment: Backlog surged approximately 90% year over year to $17.8 billion, providing substantial future revenue visibility. Demand remained particularly strong for technology-related construction projects, including data-center and AI infrastructure. Comfort Systems: 3 Key Takeaways for Long-Term Investors
Positive Sentiment: Management expects modular construction capacity to reach 6 million square feet by late 2027, supporting its ability to capture continued growth in large technology and industrial projects. The board also announced a quarterly dividend increase to $1.00 per share. Comfort Systems USA Increases Quarterly Dividend

Comfort Systems USA Price Performance

NYSE:FIX opened at $1,158.74 on Friday. 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 stock’s 50 day moving average price is $1,604.64 and its two-hundred day moving average price is $1,727.33. The firm has a market capitalization of $40.78 billion, a price-to-earnings ratio of 25.02 and a beta of 1.66. Comfort Systems USA, Inc. has a 12-month low of $841.66 and a 12-month high of $2,073.99.

Comfort Systems USA (NYSE:FIX – Get Free Report) last released its quarterly earnings data on Thursday, October 22nd. The construction company reported $13.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $12.85 by $1.06. Comfort Systems USA had a return on equity of 57.72% and a net margin of 13.01%. The company had revenue of $3.77 billion during the quarter, compared to analysts’ expectations of $3.40 billion. During the same period last year, the firm posted $8.25 earnings per share. The business’s revenue was up 53.7% on a year-over-year basis. On average, analysts anticipate that Comfort Systems USA, Inc. will post 48.80 earnings per share for the current year.

Comfort Systems USA Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, November 23rd. Shareholders of record on Thursday, November 12th will be issued a dividend of $0.10 per share. The ex-dividend date of this dividend is Thursday, November 12th. This represents a $0.40 annualized dividend and a yield of 0.0%. This is a negative change from Comfort Systems USA’s previous quarterly dividend of $0.90. Comfort Systems USA’s payout ratio is 8.85%.

Comfort Systems USA Company Profile

(Free Report)

Comfort Systems USA, Inc (NYSE:FIX) is a provider of mechanical and electrical contracting services for commercial, industrial, and institutional customers. The company designs, installs, maintains, repairs, and replaces heating, ventilation, air conditioning, and temperature-control systems, as well as plumbing, piping, electrical, and related building systems.

Its services support new construction, building renovations, facility upgrades, and ongoing maintenance. Comfort Systems USA also provides specialized services for data centers, manufacturing facilities, healthcare buildings, educational institutions, and other complex commercial and industrial projects.

Founded in 1997 and headquartered in Houston, Texas, the company operates through a network of regional contracting businesses serving customers across the United States.