Cumberland Partners Ltd acquired a new position in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) in the first quarter, HoldingsChannel reports. The fund acquired 2,000 shares of the construction company’s stock, valued at approximately $2,758,000.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. 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 fourth quarter valued at approximately $33,000. Farmers & Merchants Investments Inc. increased its holdings 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 valued at $37,000 after buying an additional 9 shares during the period. JFS Wealth Advisors LLC raised its stake in Comfort Systems USA by 29.4% in the fourth quarter. JFS Wealth Advisors LLC now owns 44 shares of the construction company’s stock worth $41,000 after buying an additional 10 shares in the last quarter. Finally, ORG Partners LLC raised its stake in Comfort Systems USA by 63.0% in the fourth quarter. ORG Partners LLC now owns 44 shares of the construction company’s stock worth $41,000 after buying an additional 17 shares in the last quarter. 96.51% of the stock is currently owned by institutional investors.
Insider Buying and Selling at Comfort Systems USA
In other news, Director Franklin Myers sold 6,700 shares of the company’s stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $1,954.47, for a total transaction of $13,094,949.00. Following the transaction, the director owned 62,115 shares in the company, valued at $121,401,904.05. This represents a 9.74% 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, insider Brian E. Lane sold 11,113 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $1,969.84, for a total transaction of $21,890,831.92. Following the completion of the transaction, the insider directly owned 161,089 shares of the company’s stock, valued at $317,319,555.76. The trade was a 6.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 30,778 shares of company stock valued at $59,746,124. Insiders own 1.24% of the company’s stock.
Trending Headlines about Comfort Systems USA
- Positive Sentiment: The company reported Q2 2026 earnings of $12.53 per share, well above analyst estimates and far ahead of last year’s $6.53 per share, showing significant profit growth. Comfort Systems USA Reports Second Quarter 2026 Results
- Positive Sentiment: Revenue also topped expectations at $3.27 billion, with sales up 50.3% year over year, reinforcing the view that demand across Comfort Systems’ construction and services businesses remains strong. Comfort Systems Q2 Earnings & Revenues Beat Estimates, Backlog Up Y/Y
- Positive Sentiment: Management highlighted record backlog growth, which suggests a solid pipeline of future work and supports confidence in continued execution. Comfort Systems Q2 Earnings & Revenues Beat Estimates, Backlog Up Y/Y
- Positive Sentiment: The board raised the quarterly dividend to $0.90 per share from $0.80, a 12.5% increase that signals confidence in cash generation and shareholder returns. Comfort Systems USA Increases Quarterly Dividend
- Neutral Sentiment: Investors are also focusing on the earnings call transcript for guidance on margins, demand trends, and how long the current growth cycle can last. Comfort Systems USA, Inc. (FIX) Q2 2026 Earnings Call Transcript
Comfort Systems USA Stock Performance
Shares of FIX opened at $1,728.75 on Friday. The company has a current ratio of 1.24, a quick ratio of 1.21 and a debt-to-equity ratio of 0.01. The firm has a market cap of $60.85 billion, a PE ratio of 42.52 and a beta of 1.66. Comfort Systems USA, Inc. has a 12 month low of $648.23 and a 12 month high of $2,073.99. The stock has a fifty day moving average price of $1,835.76 and a 200-day moving average price of $1,568.67.
Comfort Systems USA (NYSE:FIX – Get Free Report) last announced its earnings results on Thursday, July 23rd. The construction company reported $12.53 earnings per share for the quarter, topping the consensus estimate of $10.45 by $2.08. Comfort Systems USA had a return on equity of 57.40% and a net margin of 12.77%.The firm had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $2.99 billion. During the same period in the previous year, the business earned $6.53 EPS. The firm’s revenue for the quarter was up 50.3% on a year-over-year basis. Equities research analysts predict that Comfort Systems USA, Inc. will post 43.39 earnings per share for the current fiscal year.
Comfort Systems USA Increases Dividend
The firm also recently declared a quarterly dividend, which will be paid on Monday, August 24th. Stockholders of record on Thursday, August 13th will be paid a dividend of $0.90 per share. The ex-dividend date is Thursday, August 13th. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.80. This represents a $3.60 dividend on an annualized basis and a dividend yield of 0.2%. Comfort Systems USA’s payout ratio is presently 9.23%.
Wall Street Analyst Weigh In
Several brokerages have issued reports on FIX. Erste Group Bank cut Comfort Systems USA from a “buy” rating to a “hold” rating in a research report on Wednesday, July 15th. Wall Street Zen lowered Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research report on Sunday, May 10th. Oppenheimer started coverage on Comfort Systems USA in a research note on Thursday, May 28th. They set an “outperform” rating and a $2,200.00 price objective for the company. UBS Group raised 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 report on Monday, June 8th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Comfort Systems USA in a research report on Friday, July 17th. Nine research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $2,015.43.
Read Our Latest Research Report on FIX
Comfort Systems USA Company Profile
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.
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