Capital World Investors Lowers Stock Position in Comfort Systems USA, Inc. $FIX

Posted by Geri Gentry on Jun 7th, 2026

Capital World Investors lessened its holdings in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 8.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,640,532 shares of the construction company’s stock after selling 158,778 shares during the quarter. Capital World Investors’ holdings in Comfort Systems USA were worth $1,531,092,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in the business. Vanguard Group Inc. boosted its holdings in Comfort Systems USA by 17.0% in the 4th 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. Geode Capital Management LLC boosted its stake in shares of Comfort Systems USA by 39.0% during the 4th quarter. Geode Capital Management LLC now owns 1,185,909 shares of the construction company’s stock worth $1,103,453,000 after acquiring an additional 332,441 shares in the last quarter. Invesco Ltd. boosted its stake in shares of Comfort Systems USA by 7.4% during the 3rd quarter. Invesco Ltd. now owns 1,064,560 shares of the construction company’s stock worth $878,454,000 after acquiring an additional 73,727 shares in the last quarter. AQR Capital Management LLC boosted its stake in shares of Comfort Systems USA by 6.8% during the 3rd quarter. AQR Capital Management LLC now owns 835,560 shares of the construction company’s stock worth $678,475,000 after acquiring an additional 53,125 shares in the last quarter. Finally, JPMorgan Chase & Co. boosted its stake in shares of Comfort Systems USA by 36.8% during the 3rd quarter. JPMorgan Chase & Co. now owns 734,519 shares of the construction company’s stock worth $606,117,000 after acquiring an additional 197,613 shares in the last quarter. Hedge funds and other institutional investors own 96.51% of the company’s stock.

Comfort Systems USA Price Performance

FIX stock opened at $1,841.59 on Friday. Comfort Systems USA, Inc. has a 1 year low of $469.16 and a 1 year high of $2,073.99. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.21 and a current ratio of 1.24. The stock’s 50 day moving average price is $1,735.08 and its 200 day moving average price is $1,354.40. The firm has a market cap of $64.82 billion, a P/E ratio of 53.13 and a beta of 1.65.

Comfort Systems USA (NYSE:FIX – Get Free Report) last posted its earnings results on Thursday, April 23rd. The construction company reported $10.51 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $2.87 billion for the quarter, compared to analyst estimates of $2.39 billion. During the same quarter in the prior year, the company earned $4.75 EPS. Comfort Systems USA’s revenue was up 56.5% on a year-over-year basis. On average, sell-side analysts expect that Comfort Systems USA, Inc. will post 43.39 earnings per share for the current fiscal year.

Comfort Systems USA Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, May 26th. Investors of record on Friday, May 15th were paid a $0.80 dividend. This represents a $3.20 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend was Friday, May 15th. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.70. Comfort Systems USA’s dividend payout ratio is currently 9.23%.

Analyst Upgrades and Downgrades

FIX has been the topic of several research analyst reports. DA Davidson boosted 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. Erste Group Bank initiated coverage on Comfort Systems USA in a research note on Friday. They set a “buy” rating on the stock. Weiss Ratings reissued a “buy (b)” rating on shares of Comfort Systems USA in a research note on Monday, April 20th. Zacks Research raised Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 25th. Finally, KeyCorp raised Comfort Systems USA from a “sector weight” rating to an “overweight” rating and set a $2,004.00 target price on the stock in a research note on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $1,969.33.

View Our Latest Report on Comfort Systems USA

Insider Transactions at Comfort Systems USA

In related news, Director Rhoman J. Hardy sold 342 shares of the company’s stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $1,900.08, for a total value of $649,827.36. Following the sale, the director owned 1,890 shares of the company’s stock, valued at approximately $3,591,151.20. This represents a 15.32% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Julie Shaeff sold 1,123 shares of the company’s 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 value 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. The trade was a 8.17% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 24,078 shares of company stock worth $46,651,175 in the last quarter. Insiders own 1.24% of the company’s stock.

Comfort Systems USA Profile

(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.