Ritholtz Wealth Management Raises Stock Holdings in Comfort Systems USA, Inc. $FIX

Posted by George Bondi on Jun 25th, 2026

Ritholtz Wealth Management boosted its position in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 7.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,067 shares of the construction company’s stock after purchasing an additional 344 shares during the quarter. Ritholtz Wealth Management’s holdings in Comfort Systems USA were worth $6,988,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Ameriflex Group Inc. grew its position in shares of Comfort Systems USA by 100.0% in the 3rd quarter. Ameriflex Group Inc. now owns 30 shares of the construction company’s stock worth $25,000 after buying an additional 15 shares during the period. Core Wealth Advisors LLC purchased a new position in Comfort Systems USA during the 4th quarter valued at about $28,000. Kemnay Advisory Services Inc. purchased a new position in Comfort Systems USA during the 4th quarter valued at about $33,000. Farmers & Merchants Investments Inc. boosted its stake in Comfort Systems USA by 29.0% during the fourth quarter. Farmers & Merchants Investments Inc. now owns 40 shares of the construction company’s stock worth $37,000 after acquiring an additional 9 shares in the last quarter. Finally, JFS Wealth Advisors LLC boosted its stake in Comfort Systems USA by 29.4% during the fourth quarter. JFS Wealth Advisors LLC now owns 44 shares of the construction company’s stock worth $41,000 after acquiring an additional 10 shares in the last quarter. Hedge funds and other institutional investors own 96.51% of the company’s stock.

Comfort Systems USA Trading Up 2.2%

Shares of NYSE FIX opened at $1,950.12 on Thursday. The firm’s 50 day moving average price is $1,854.59 and its 200-day moving average price is $1,445.48. The company has a market cap of $68.64 billion, a PE ratio of 56.26 and a beta of 1.65. Comfort Systems USA, Inc. has a 52-week low of $507.57 and a 52-week 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.

Comfort Systems USA (NYSE:FIX – Get Free Report) last announced its quarterly earnings results on Thursday, April 23rd. The construction company reported $10.51 earnings per share 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 company had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.39 billion. During the same quarter last year, the firm earned $4.75 earnings per share. The firm’s quarterly revenue was up 56.5% compared to the same quarter last year. On average, equities research analysts expect that Comfort Systems USA, Inc. will post 43.39 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. Shareholders of record on Friday, May 15th were issued a $0.80 dividend. This represents a $3.20 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend was Friday, May 15th. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.70. Comfort Systems USA’s dividend payout ratio is 9.23%.

Insiders Place Their Bets

In related news, insider Brian E. Lane sold 11,113 shares of the stock in a transaction 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 sale, the insider directly owned 161,089 shares of the company’s stock, valued at $317,319,555.76. This trade represents a 6.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO William George III sold 1,000 shares of Comfort Systems USA stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $2,020.96, for a total transaction of $2,020,960.00. Following the completion of the sale, the chief financial officer owned 32,804 shares of the company’s stock, valued at $66,295,571.84. This represents a 2.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 24,078 shares of company stock worth $46,651,175. 1.24% of the stock is owned by corporate insiders.

Analyst Ratings Changes

FIX has been the subject of a number of analyst reports. Oppenheimer initiated coverage on shares of Comfort Systems USA in a research note on Thursday, May 28th. They set an “outperform” rating and a $2,200.00 target price for the company. Glj Research assumed coverage on 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. KeyCorp upgraded Comfort Systems USA from a “sector weight” rating to an “overweight” rating and set a $2,004.00 price target on the stock in a research note on Friday, April 24th. Zacks Research raised Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a research report on Monday, May 25th. Finally, UBS Group lifted their price objective on Comfort Systems USA from $1,992.00 to $2,125.00 and gave the company a “buy” rating in a research note on Monday, June 8th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $1,991.50.

Get Our Latest Research Report on FIX

Comfort Systems USA Company 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.