Mainsail Asset Management LLC bought a new position in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 280 shares of the construction company’s stock, valued at approximately $261,000.
Several other large investors have also bought and sold shares of FIX. Spire Wealth Management raised its stake in Comfort Systems USA by 658.1% during the 4th quarter. Spire Wealth Management now owns 5,390 shares of the construction company’s stock valued at $5,031,000 after buying an additional 4,679 shares during the last quarter. Caerus Investment Advisors LLC purchased a new position in shares of Comfort Systems USA in the 3rd quarter worth $767,000. Moran Wealth Management LLC boosted its stake in shares of Comfort Systems USA by 34.0% in the 4th quarter. Moran Wealth Management LLC now owns 28,357 shares of the construction company’s stock worth $26,465,000 after buying an additional 7,192 shares during the last quarter. Private Advisor Group LLC boosted its stake in shares of Comfort Systems USA by 50.1% in the 3rd quarter. Private Advisor Group LLC now owns 7,781 shares of the construction company’s stock worth $6,420,000 after buying an additional 2,598 shares during the last quarter. Finally, Robeco Institutional Asset Management B.V. boosted its stake in shares of Comfort Systems USA by 3,378.3% in the 4th quarter. Robeco Institutional Asset Management B.V. now owns 84,731 shares of the construction company’s stock worth $79,079,000 after buying an additional 82,295 shares during the last quarter. 96.51% of the stock is owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades
FIX has been the topic of a number of research reports. Glj Research initiated coverage on Comfort Systems USA in a research note on Monday, April 20th. They issued a “buy” rating and a $2,001.00 price target on the stock. Stifel Nicolaus raised their price target on Comfort Systems USA from $1,611.00 to $1,819.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Weiss Ratings restated a “buy (b)” rating on shares of Comfort Systems USA in a research note on Monday, April 20th. DA Davidson raised their price target on Comfort Systems USA from $1,200.00 to $1,800.00 and gave the stock a “buy” rating in a research note on Monday, February 23rd. Finally, Zacks Research downgraded Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a research note on Friday, April 24th. Seven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,923.20.
Insider Activity at Comfort Systems USA
In related news, Director Franklin Myers sold 4,500 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $1,902.57, for a total transaction of $8,561,565.00. Following the completion of the sale, the director directly owned 68,983 shares in the company, valued at approximately $131,244,986.31. The trade was a 6.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Pablo G. Mercado sold 500 shares of the business’s stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $1,779.78, for a total transaction of $889,890.00. Following the sale, the director owned 3,000 shares of the company’s stock, valued at $5,339,340. This trade represents a 14.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 61,024 shares of company stock valued at $99,678,386 in the last three months. Corporate insiders own 1.24% of the company’s stock.
Key Comfort Systems USA News
Here are the key news stories impacting Comfort Systems USA this week:
- Positive Sentiment: Comfort Systems USA reported exceptional first-quarter 2026 results, with EPS of $10.51 versus $4.75 a year ago, and revenue of $2.87 billion versus $2.39 billion expected. The Zacks commentary highlights that margin expansion may be becoming a key driver of earnings growth, which supports the bullish case for FIX.
- Positive Sentiment: The company recently raised its quarterly dividend to $0.80 per share from $0.70, signaling confidence in cash generation and adding to the stock’s shareholder-return story.
- Positive Sentiment: Analysts remain generally constructive, with recent price-target increases and a consensus “Moderate Buy” rating helping reinforce optimism around FIX’s longer-term fundamentals.
- Neutral Sentiment: Articles also continue to point to strong demand tied to data-center and AI infrastructure construction, which supports the growth narrative but is not a new company-specific catalyst.
- Negative Sentiment: CFO William George III sold 1,000 shares at about $2,020.96 per share, following a larger 4,000-share sale days earlier. The insider selling may be viewed as a sign that executives are taking profits after FIX’s sharp advance.
- Negative Sentiment: CAO Julie Shaeff also sold 1,123 shares at about $2,000.37 per share, adding to the short-term overhang from insider transactions.
Comfort Systems USA Stock Performance
Shares of NYSE FIX opened at $2,033.39 on Thursday. The firm has a 50 day moving average of $1,574.70 and a 200 day moving average of $1,248.77. The company has a current ratio of 1.24, a quick ratio of 1.21 and a debt-to-equity ratio of 0.01. The firm has a market capitalization of $71.58 billion, a price-to-earnings ratio of 58.67 and a beta of 1.70. Comfort Systems USA, Inc. has a 12-month low of $452.04 and a 12-month high of $2,050.00.
Comfort Systems USA (NYSE:FIX – Get Free Report) last announced its earnings results on Thursday, April 23rd. The construction company reported $10.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.81 by $3.70. The company had revenue of $2.87 billion during the quarter, compared to analyst estimates of $2.39 billion. Comfort Systems USA had a net margin of 12.07% and a return on equity of 51.69%. The firm’s quarterly revenue was up 56.5% compared to the same quarter last year. During the same period in the previous year, the business posted $4.75 earnings per share. On average, research analysts anticipate that Comfort Systems USA, Inc. will post 43.17 earnings per share for the current year.
Comfort Systems USA Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 26th. Investors of record on Friday, May 15th will be given a dividend of $0.80 per share. This represents a $3.20 annualized dividend and a yield of 0.2%. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.70. The ex-dividend date is Friday, May 15th. Comfort Systems USA’s dividend payout ratio (DPR) is presently 8.08%.
About Comfort Systems USA
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.
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