Comfort Systems USA, Inc. $FIX Stock Holdings Reduced by Pictet Asset Management Holding SA

Posted by Geri Gentry on Nov 10th, 2026

Pictet Asset Management Holding SA lowered its stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 5.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 50,778 shares of the construction company’s stock after selling 3,176 shares during the quarter. Pictet Asset Management Holding SA’s holdings in Comfort Systems USA were worth $83,991,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in FIX. Jones Financial Companies Lllp bought a new position in shares of Comfort Systems USA during the 2nd quarter valued at approximately $26,000. Avalon Trust Co purchased a new stake in Comfort Systems USA in the 2nd quarter worth approximately $32,000. Field & Main Bank purchased a new stake in Comfort Systems USA in the 2nd quarter worth approximately $32,000. Carolina Wealth Advisors LLC raised its stake in Comfort Systems USA by 63.6% during the 2nd quarter. Carolina Wealth Advisors LLC now owns 18 shares of the construction company’s stock worth $36,000 after acquiring an additional 7 shares during the period. Finally, Glynn Capital Management LLC raised its stake in Comfort Systems USA by 58.3% during the 3rd quarter. Glynn Capital Management LLC now owns 19 shares of the construction company’s stock worth $31,000 after acquiring an additional 7 shares during the period. 96.51% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on FIX shares. Weiss Ratings downgraded shares of Comfort Systems USA from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, October 23rd. Zacks Research raised shares of Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 3rd. Oppenheimer decreased their price objective on shares of Comfort Systems USA from $2,400.00 to $2,000.00 and set an “outperform” rating on the stock in a research report on Monday, October 26th. The Goldman Sachs Group set a $1,875.00 price objective on shares of Comfort Systems USA in a research report on Tuesday, October 20th. Finally, Stifel Nicolaus set a $1,808.00 target price on shares of Comfort Systems USA in a research note on Monday, October 26th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $1,916.14.

Check Out Our Latest Stock Analysis on FIX

Insider Activity at Comfort Systems USA

In other news, CFO William George, III sold 2,554 shares of Comfort Systems USA stock in a transaction that occurred on 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 sale, the chief financial officer owned 30,250 shares in the company, valued at $56,254,412.50. This trade represents a 7.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Brian E. Lane sold 16,024 shares of Comfort Systems USA stock in a transaction that occurred 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 sale, the insider owned 145,065 shares in the company, valued at approximately $233,294,983.65. The trade was a 9.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.24% of the company’s stock.

Comfort Systems USA Stock Performance

NYSE FIX opened at $1,114.32 on Tuesday. The firm has a market cap of $38.99 billion, a price-to-earnings ratio of 24.06 and a beta of 1.64. The company has a quick ratio of 1.13, a current ratio of 1.15 and a debt-to-equity ratio of 0.01. The business has a 50-day moving average price of $1,502.76 and a 200-day moving average price of $1,597.32. Comfort Systems USA, Inc. has a twelve month low of $841.66 and a twelve month high of $2,073.99.

Comfort Systems USA (NYSE:FIX – Get Free Report) last issued its earnings results on Thursday, October 22nd. The construction company reported $13.91 earnings per share (EPS) for the quarter, beating the consensus estimate of $12.85 by $1.06. The company had revenue of $3.77 billion for the quarter, compared to the consensus estimate of $3.40 billion. Comfort Systems USA had a return on equity of 55.24% and a net margin of 13.01%. The firm’s quarterly revenue was up 53.7% on a year-over-year basis. During the same quarter last year, the company earned $8.25 EPS. As a group, equities research analysts predict that Comfort Systems USA, Inc. will post 50.32 EPS for the current fiscal 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 paid a $0.10 dividend. This represents a $0.40 annualized dividend and a yield of 0.0%. The ex-dividend date is Thursday, November 12th. This is a negative change from Comfort Systems USA’s previous quarterly dividend of $0.90. Comfort Systems USA’s dividend payout ratio is currently 7.77%.

Comfort Systems USA Profile

(Free Report)

Comfort Systems USA, Inc is a provider of heating, ventilation and air conditioning (HVAC) and other mechanical services for commercial, industrial and institutional customers. Founded in 1997 and headquartered in Houston, Texas, the company serves customers across the United States through its operating businesses.

Its services include designing and installing HVAC and related mechanical systems for new construction and building renovations, as well as maintaining, repairing and replacing existing equipment.