Bridges Investment Management Inc. Boosts Stock Position in Comfort Systems USA, Inc. $FIX

Posted by George Bondi on Jun 3rd, 2026

Bridges Investment Management Inc. lifted its position in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 4.9% in the fourth quarter, HoldingsChannel.com reports. The firm owned 6,149 shares of the construction company’s stock after purchasing an additional 286 shares during the period. Bridges Investment Management Inc.’s holdings in Comfort Systems USA were worth $5,739,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Dynasty Wealth Management LLC boosted its holdings in shares of Comfort Systems USA by 4.2% during the fourth quarter. Dynasty Wealth Management LLC now owns 421 shares of the construction company’s stock worth $393,000 after purchasing an additional 17 shares during the period. AXQ Capital LP purchased a new stake in Comfort Systems USA in the fourth quarter worth about $344,000. Mawer Investment Management Ltd. purchased a new stake in Comfort Systems USA in the fourth quarter worth about $6,064,000. Ellevest Inc. purchased a new stake in Comfort Systems USA in the fourth quarter worth about $212,000. Finally, Rothschild Wealth LLC purchased a new stake in Comfort Systems USA in the fourth quarter worth about $689,000. 96.51% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts have commented on FIX shares. Glj Research started coverage on shares of Comfort Systems USA in a report on Monday, April 20th. They issued a “buy” rating and a $2,001.00 price objective for the company. UBS Group raised their price objective on shares of Comfort Systems USA from $1,680.00 to $1,992.00 and gave the stock a “buy” rating in a report on Monday, April 27th. Oppenheimer started coverage on shares of Comfort Systems USA in a report on Thursday, May 28th. They issued an “outperform” rating and a $2,200.00 price objective for the company. Stifel Nicolaus raised their price objective on shares of Comfort Systems USA from $1,611.00 to $1,819.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Finally, KeyCorp upgraded shares of Comfort Systems USA from a “sector weight” rating to an “overweight” rating and set a $2,004.00 price objective for the company in a report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $1,969.33.

Check Out Our Latest Analysis on FIX

Comfort Systems USA Price Performance

FIX stock opened at $1,885.87 on Wednesday. The firm has a 50 day moving average price of $1,699.15 and a 200-day moving average price of $1,330.69. Comfort Systems USA, Inc. has a 52-week low of $469.16 and a 52-week high of $2,073.99. The firm has a market capitalization of $66.38 billion, a price-to-earnings ratio of 54.41 and a beta of 1.65. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.21 and a current ratio of 1.24.

Comfort Systems USA (NYSE:FIX – Get Free Report) last released 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. 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 analyst estimates of $2.39 billion. During the same period last year, the business earned $4.75 earnings per share. The business’s revenue was up 56.5% on a year-over-year basis. Equities research analysts forecast that Comfort Systems USA, Inc. will post 43.38 EPS for the current fiscal year.

Comfort Systems USA Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 26th. Stockholders of record on Friday, May 15th were issued a dividend of $0.80 per share. The ex-dividend date was 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 9.23%.

Insider Activity

In other news, CAO Julie Shaeff sold 1,123 shares of Comfort Systems USA stock in a transaction that occurred on 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 transaction, 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 the SEC website. Also, CFO William George III sold 4,000 shares of Comfort Systems USA stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $1,948.17, for a total transaction of $7,792,680.00. Following the transaction, the chief financial officer owned 33,804 shares of the company’s stock, valued at $65,855,938.68. The trade was a 10.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 24,078 shares of company stock valued at $46,651,175. 1.24% of the stock is currently owned by insiders.

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.