Illumine Investment Management LLC Sells 544 Shares of Comfort Systems USA, Inc. $FIX

Posted by Brian Himes on Jul 14th, 2026

Illumine Investment Management LLC reduced its stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 34.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,052 shares of the construction company’s stock after selling 544 shares during the period. Illumine Investment Management LLC’s holdings in Comfort Systems USA were worth $1,451,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. Prudential PLC bought a new position in shares of Comfort Systems USA during the fourth quarter valued at approximately $6,922,000. Ethic Inc. grew its stake in Comfort Systems USA by 80.5% during the 4th quarter. Ethic Inc. now owns 1,677 shares of the construction company’s stock worth $1,565,000 after buying an additional 748 shares during the last quarter. BNP Paribas Financial Markets increased its holdings in shares of Comfort Systems USA by 230.4% during the fourth quarter. BNP Paribas Financial Markets now owns 57,199 shares of the construction company’s stock valued at $53,383,000 after acquiring an additional 39,888 shares in the last quarter. Spire Wealth Management increased its stake in Comfort Systems USA by 658.1% during the 4th quarter. Spire Wealth Management now owns 5,390 shares of the construction company’s stock valued at $5,031,000 after purchasing an additional 4,679 shares in the last quarter. Finally, Moran Wealth Management LLC increased its position in shares of Comfort Systems USA by 34.0% in the 4th quarter. Moran Wealth Management LLC now owns 28,357 shares of the construction company’s stock valued at $26,465,000 after acquiring an additional 7,192 shares during the period. 96.51% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages recently weighed in on FIX. The Goldman Sachs Group started coverage on shares of Comfort Systems USA in a report on Thursday. They issued a “buy” rating and a $2,159.00 price target on the stock. UBS Group lifted their price target 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. Stifel Nicolaus increased their target price on shares of Comfort Systems USA from $1,611.00 to $1,819.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Weiss Ratings reiterated a “buy (b)” rating on shares of Comfort Systems USA in a research report on Monday, April 20th. Finally, Glj Research started coverage on shares of Comfort Systems USA in a research note on Monday, April 20th. They set a “buy” rating and a $2,001.00 target price on the stock. Ten equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, Comfort Systems USA presently has a consensus rating of “Moderate Buy” and a consensus price target of $2,015.43.

Check Out Our Latest Research Report on Comfort Systems USA

Insiders Place Their Bets

In related news, CAO Julie Shaeff sold 1,123 shares of the stock in a transaction 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 of the company’s stock, valued at $25,252,670.88. This represents a 8.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Franklin Myers sold 6,700 shares of Comfort Systems USA stock in a transaction dated Wednesday, June 24th. The stock was sold at an average price of $1,954.47, for a total value of $13,094,949.00. Following the sale, the director directly owned 62,115 shares of the company’s stock, valued at $121,401,904.05. This trade represents a 9.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 30,778 shares of company stock worth $59,746,124. 1.24% of the stock is currently owned by insiders.

Comfort Systems USA Stock Performance

Shares of Comfort Systems USA stock opened at $1,730.63 on Tuesday. The business has a 50-day moving average of $1,881.53 and a 200 day moving average of $1,522.98. The company has a debt-to-equity ratio of 0.01, a current ratio of 1.24 and a quick ratio of 1.21. Comfort Systems USA, Inc. has a 12 month low of $513.99 and a 12 month high of $2,073.99. The stock has a market capitalization of $60.92 billion, a price-to-earnings ratio of 49.93 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 for the quarter, beating analysts’ consensus estimates of $6.81 by $3.70. The firm had revenue of $2.87 billion during 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%. The business’s quarterly revenue was up 56.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $4.75 earnings per share. As a group, sell-side analysts forecast that Comfort Systems USA, Inc. will post 43.39 earnings per share for the current year.

Comfort Systems USA Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, May 26th. Stockholders 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 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 (DPR) is 9.23%.

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.