Hartford Investment Management Co. Acquires Shares of 2,032 Comfort Systems USA, Inc. $FIX

Posted by Stanley Muller on May 15th, 2026

Hartford Investment Management Co. acquired a new stake in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) during the 4th quarter, HoldingsChannel reports. The fund acquired 2,032 shares of the construction company’s stock, valued at approximately $1,896,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its holdings in Comfort Systems USA by 17.0% during the fourth quarter. Vanguard Group Inc. now owns 4,310,126 shares of the construction company’s stock valued at $4,022,597,000 after purchasing an additional 625,567 shares in the last quarter. Invesco Ltd. lifted its holdings in Comfort Systems USA by 7.4% during the third quarter. Invesco Ltd. now owns 1,064,560 shares of the construction company’s stock valued at $878,454,000 after purchasing an additional 73,727 shares in the last quarter. AQR Capital Management LLC lifted its holdings in Comfort Systems USA by 6.8% during the third quarter. AQR Capital Management LLC now owns 835,560 shares of the construction company’s stock valued at $678,475,000 after purchasing an additional 53,125 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in Comfort Systems USA by 36.8% during the third quarter. JPMorgan Chase & Co. now owns 734,519 shares of the construction company’s stock valued at $606,117,000 after purchasing an additional 197,613 shares in the last quarter. Finally, First Trust Advisors LP lifted its holdings in Comfort Systems USA by 29.8% during the third quarter. First Trust Advisors LP now owns 513,257 shares of the construction company’s stock valued at $423,529,000 after purchasing an additional 117,892 shares in the last quarter. 96.51% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, CAO Julie Shaeff sold 1,123 shares of the firm’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $2,000.37, for a total transaction of $2,246,415.51. Following the completion of the sale, the chief accounting officer directly owned 12,624 shares in the company, valued at approximately $25,252,670.88. This trade represents a 8.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Franklin Myers sold 4,500 shares of the firm’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $1,902.57, for a total transaction of $8,561,565.00. Following the sale, the director owned 68,983 shares of the company’s stock, valued at approximately $131,244,986.31. The trade was a 6.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 61,024 shares of company stock valued at $99,678,386 in the last quarter. Insiders own 1.24% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the stock. DA Davidson increased their price objective on shares of Comfort Systems USA from $1,200.00 to $1,800.00 and gave the company a “buy” rating in a report on Monday, February 23rd. Stifel Nicolaus raised their price target on shares of 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. Wall Street Zen downgraded shares of Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research note on Sunday, May 10th. Glj Research began coverage on shares of 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. Finally, UBS Group raised their price target on shares of Comfort Systems USA from $1,680.00 to $1,992.00 and gave the stock a “buy” rating in a research note on Monday, April 27th. Seven investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $1,923.20.

Check Out Our Latest Research Report on FIX

Comfort Systems USA Stock Performance

NYSE:FIX opened at $2,042.15 on Friday. The company’s 50-day moving average price is $1,587.78 and its 200-day moving average price is $1,256.24. 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 cap of $71.88 billion, a P/E ratio of 58.92 and a beta of 1.70. Comfort Systems USA, Inc. has a twelve month low of $452.04 and a twelve month high of $2,073.99.

Comfort Systems USA (NYSE:FIX – Get Free Report) last released its quarterly earnings data on Thursday, April 23rd. The construction company reported $10.51 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.81 by $3.70. Comfort Systems USA had a net margin of 12.07% and a return on equity of 51.69%. The firm had revenue of $2.87 billion during the quarter, compared to analysts’ expectations of $2.39 billion. During the same period last year, the business earned $4.75 earnings per share. Comfort Systems USA’s revenue was up 56.5% compared to the same quarter last year. On average, sell-side analysts forecast that Comfort Systems USA, Inc. will post 43.17 earnings per share for the current fiscal year.

Comfort Systems USA Increases Dividend

The company also recently disclosed 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. The ex-dividend date is Friday, May 15th. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.70. This represents a $3.20 annualized dividend and a yield of 0.2%. Comfort Systems USA’s dividend payout ratio (DPR) is 8.08%.

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.