Louisiana State Employees Retirement System Purchases New Position in Comfort Systems USA, Inc. $FIX

Posted by George Bondi on Jun 30th, 2026

Louisiana State Employees Retirement System bought a new stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) in the 1st quarter, HoldingsChannel.com reports. The firm bought 1,800 shares of the construction company’s stock, valued at approximately $2,482,000.

Other hedge funds also recently made changes to their positions in the company. Fiduciary Alliance LLC acquired a new stake in shares of Comfort Systems USA during the first quarter worth about $168,000. Ritholtz Wealth Management boosted its position in shares of Comfort Systems USA by 7.3% in the 1st quarter. Ritholtz Wealth Management now owns 5,067 shares of the construction company’s stock valued at $6,988,000 after purchasing an additional 344 shares during the period. Blue Trust Inc. grew its stake in Comfort Systems USA by 36.1% during the 1st quarter. Blue Trust Inc. now owns 781 shares of the construction company’s stock worth $1,078,000 after buying an additional 207 shares during the last quarter. Fifth Third Wealth Advisors LLC grew its stake in Comfort Systems USA by 39.7% during the 1st quarter. Fifth Third Wealth Advisors LLC now owns 440 shares of the construction company’s stock worth $607,000 after buying an additional 125 shares during the last quarter. Finally, Brown Lisle Cummings Inc. acquired a new position in Comfort Systems USA during the first quarter worth approximately $47,000. Hedge funds and other institutional investors own 96.51% of the company’s stock.

Insider Activity

In other Comfort Systems USA news, insider Brian E. Lane sold 11,113 shares of Comfort Systems USA 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 value of $21,890,831.92. Following the sale, the insider owned 161,089 shares of the company’s stock, valued at approximately $317,319,555.76. The trade was a 6.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Julie Shaeff sold 1,123 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $2,000.37, for a total value of $2,246,415.51. Following the transaction, the chief accounting officer owned 12,624 shares in the company, valued at $25,252,670.88. The trade was a 8.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 30,778 shares of company stock valued at $59,746,124 over the last ninety days. 1.24% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Wall Street Zen cut Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research note on Sunday, May 10th. Oppenheimer assumed coverage on shares of Comfort Systems USA in a report on Thursday, May 28th. They issued an “outperform” rating and a $2,200.00 target price on the stock. KeyCorp upgraded shares of Comfort Systems USA from a “sector weight” rating to an “overweight” rating and set a $2,004.00 price target for the company in a research report on Friday, April 24th. Zacks Research upgraded shares of Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 25th. Finally, 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 research report on Thursday, April 16th. 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 data from MarketBeat, Comfort Systems USA presently has an average rating of “Buy” and a consensus target price of $1,991.50.

Check Out Our Latest Research Report on Comfort Systems USA

Comfort Systems USA Stock Performance

NYSE:FIX opened at $1,950.98 on Tuesday. The firm’s fifty day moving average price is $1,872.89 and its 200 day moving average price is $1,465.55. Comfort Systems USA, Inc. has a 1-year low of $510.00 and a 1-year high of $2,073.99. The company has a debt-to-equity ratio of 0.01, a current ratio of 1.24 and a quick ratio of 1.21. The firm has a market cap of $68.67 billion, a price-to-earnings ratio of 56.29 and a beta of 1.66.

Comfort Systems USA (NYSE:FIX – Get Free Report) last announced its quarterly earnings data 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. The company had revenue of $2.87 billion for the quarter, compared to analysts’ expectations of $2.39 billion. Comfort Systems USA had a net margin of 12.07% and a return on equity of 51.69%. Comfort Systems USA’s revenue was up 56.5% compared to the same quarter last year. During the same period in the previous year, the company posted $4.75 EPS. On average, sell-side analysts expect that Comfort Systems USA, Inc. will post 43.39 EPS for the current year.

Comfort Systems USA Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, May 26th. Stockholders of record on Friday, May 15th were paid a dividend of $0.80 per share. This represents a $3.20 dividend on an annualized basis and a dividend yield of 0.2%. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.70. The ex-dividend date was Friday, May 15th. Comfort Systems USA’s dividend payout ratio (DPR) 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.