VIRGINIA RETIREMENT SYSTEMS ET Al Buys 4,950 Shares of Comfort Systems USA, Inc. $FIX

Posted by Brenda Bartman on May 14th, 2026

VIRGINIA RETIREMENT SYSTEMS ET Al increased its stake in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 63.3% during the 4th quarter, HoldingsChannel.com reports. The fund owned 12,773 shares of the construction company’s stock after acquiring an additional 4,950 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in Comfort Systems USA were worth $11,921,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of FIX. NewEdge Advisors LLC raised its holdings in Comfort Systems USA by 41.1% during the first quarter. NewEdge Advisors LLC now owns 3,412 shares of the construction company’s stock worth $1,100,000 after acquiring an additional 993 shares in the last quarter. Focus Partners Wealth raised its holdings in Comfort Systems USA by 110.6% during the first quarter. Focus Partners Wealth now owns 2,300 shares of the construction company’s stock worth $741,000 after acquiring an additional 1,208 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in Comfort Systems USA by 40.9% during the second quarter. Sivia Capital Partners LLC now owns 1,079 shares of the construction company’s stock worth $579,000 after acquiring an additional 313 shares in the last quarter. WINTON GROUP Ltd bought a new stake in Comfort Systems USA during the second quarter worth about $567,000. Finally, Sei Investments Co. raised its holdings in Comfort Systems USA by 69.2% during the second quarter. Sei Investments Co. now owns 43,631 shares of the construction company’s stock worth $23,395,000 after acquiring an additional 17,839 shares in the last quarter. Institutional investors own 96.51% of the company’s stock.

Insider Buying and Selling

In other news, insider Brian E. Lane sold 11,113 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $1,969.84, for a total value of $21,890,831.92. Following the transaction, the insider owned 161,089 shares of the company’s stock, valued at approximately $317,319,555.76. This represents a 6.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Franklin Myers sold 8,636 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $1,472.56, for a total value of $12,717,028.16. Following the completion of the transaction, the director directly owned 73,995 shares in the company, valued at $108,962,077.20. The trade was a 10.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 61,024 shares of company stock valued at $99,678,386 in the last ninety days. 1.24% of the stock is currently owned by company insiders.

Comfort Systems USA News Roundup

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 Price Performance

Comfort Systems USA stock opened at $2,033.39 on Thursday. Comfort Systems USA, Inc. has a 12 month low of $452.04 and a 12 month high of $2,050.00. The stock’s 50 day moving average is $1,574.70 and its 200-day moving average is $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 company 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 (NYSE:FIX – Get Free Report) last posted its earnings results on Thursday, April 23rd. The construction company reported $10.51 EPS for the quarter, beating the consensus estimate of $6.81 by $3.70. Comfort Systems USA had a return on equity of 51.69% and a net margin of 12.07%.The company had revenue of $2.87 billion for the quarter, compared to the consensus estimate of $2.39 billion. During the same quarter in the prior year, the business earned $4.75 earnings per share. The firm’s revenue for the quarter was up 56.5% on a year-over-year basis. Equities research analysts expect that Comfort Systems USA, Inc. will post 43.17 EPS for the current year.

Comfort Systems USA Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, May 26th. Stockholders of record on Friday, May 15th will be given a $0.80 dividend. The ex-dividend date of this dividend is Friday, May 15th. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.70. This represents a $3.20 annualized dividend and a dividend yield of 0.2%. Comfort Systems USA’s dividend payout ratio (DPR) is currently 8.08%.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on FIX shares. Glj Research started coverage on Comfort Systems USA in a report on Monday, April 20th. They set a “buy” rating and a $2,001.00 target price on the stock. Wall Street Zen lowered Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research note on Sunday. KeyCorp upgraded Comfort Systems USA from a “sector weight” rating to an “overweight” rating and set a $2,004.00 price objective on the stock in a research note on Friday, April 24th. Zacks Research lowered Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a research note on Friday, April 24th. Finally, UBS Group upped their price objective on Comfort Systems USA from $1,680.00 to $1,992.00 and gave the company a “buy” rating in a research note on Monday, April 27th. Seven equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $1,923.20.

Check Out Our Latest Report on FIX

About Comfort Systems USA

(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.