7,500 Shares in Comfort Systems USA, Inc. $FIX Bought by Engle Capital Management L.P.

Posted by George Bondi on Jun 18th, 2026

Engle Capital Management L.P. acquired a new position in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) during the 4th quarter, HoldingsChannel reports. The fund acquired 7,500 shares of the construction company’s stock, valued at approximately $7,000,000. Comfort Systems USA accounts for about 2.7% of Engle Capital Management L.P.’s investment portfolio, making the stock its 13th largest holding.

Several other institutional investors also recently modified their holdings of FIX. Vanguard Group Inc. grew its stake in shares of Comfort Systems USA by 17.0% in the fourth quarter. Vanguard Group Inc. now owns 4,310,126 shares of the construction company’s stock worth $4,022,597,000 after purchasing an additional 625,567 shares during the last quarter. Norges Bank bought a new stake in shares of Comfort Systems USA in the fourth quarter worth $469,606,000. State Street Corp lifted its position in shares of Comfort Systems USA by 35.6% in the 4th quarter. State Street Corp now owns 1,428,674 shares of the construction company’s stock worth $1,333,367,000 after purchasing an additional 375,118 shares during the period. Geode Capital Management LLC lifted its position in shares of Comfort Systems USA by 39.0% in 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 purchasing an additional 332,441 shares during the period. Finally, Northwestern Mutual Wealth Management Co. lifted its position in shares of Comfort Systems USA by 37,987.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 310,031 shares of the construction company’s stock worth $289,349,000 after purchasing an additional 309,217 shares during the period. Institutional investors own 96.51% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on FIX. Zacks Research upgraded shares of Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a research report on Monday, May 25th. UBS Group boosted their price target on shares of Comfort Systems USA from $1,992.00 to $2,125.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Erste Group Bank began coverage on shares of Comfort Systems USA in a research report on Friday, June 5th. They issued a “buy” rating on the stock. Glj Research began coverage on shares of Comfort Systems USA in a research report on Monday, April 20th. They issued a “buy” rating and a $2,001.00 price target on the stock. Finally, Stifel Nicolaus boosted 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 report on Thursday, April 16th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $1,991.50.

Get Our Latest Stock Report on FIX

Insider Activity at Comfort Systems USA

In other news, insider Brian E. Lane sold 11,113 shares of the business’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 transaction of $21,890,831.92. Following the completion of the sale, the insider owned 161,089 shares in the company, valued at $317,319,555.76. The trade was a 6.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, 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 value 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. This represents a 6.12% 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 over the last ninety days. 1.24% of the stock is owned by corporate insiders.

Comfort Systems USA Stock Up 0.9%

Comfort Systems USA stock opened at $1,932.05 on Thursday. The company has a quick ratio of 1.21, a current ratio of 1.24 and a debt-to-equity ratio of 0.01. Comfort Systems USA, Inc. has a 12-month low of $489.98 and a 12-month high of $2,073.99. The firm’s fifty day moving average is $1,812.16 and its 200 day moving average is $1,409.97. The company has a market capitalization of $68.01 billion, a PE ratio of 55.74 and a beta of 1.65.

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 analysts’ consensus estimates 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 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 previous year, the company earned $4.75 EPS. Comfort Systems USA’s quarterly revenue was up 56.5% compared to the same quarter last year. As a group, sell-side analysts predict that Comfort Systems USA, Inc. will post 43.39 EPS 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 given a dividend of $0.80 per share. This represents a $3.20 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date was Friday, May 15th. This is a boost from Comfort Systems USA’s previous quarterly dividend of $0.70. Comfort Systems USA’s dividend payout ratio is presently 9.23%.

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.