Summit Global Investments Purchases New Shares in Comfort Systems USA, Inc. $FIX

Posted by Francis Steltz on Aug 15th, 2026

Summit Global Investments purchased a new position in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 511 shares of the construction company’s stock, valued at approximately $1,013,000.

A number of other institutional investors have also added to or reduced their stakes in the company. Carolina Wealth Advisors LLC lifted its position in shares of Comfort Systems USA by 63.6% during the 2nd quarter. Carolina Wealth Advisors LLC now owns 18 shares of the construction company’s stock worth $36,000 after buying an additional 7 shares in the last quarter. Core Wealth Advisors LLC bought a new position in shares of Comfort Systems USA in the fourth quarter valued at approximately $28,000. CENTRAL TRUST Co bought a new position in shares of Comfort Systems USA in the first quarter valued at approximately $46,000. Ascentis Independent Advisors purchased a new stake in shares of Comfort Systems USA during the first quarter valued at approximately $46,000. Finally, Brown Lisle Cummings Inc. purchased a new stake in shares of Comfort Systems USA during the first quarter valued at approximately $47,000. 96.51% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, Director Franklin Myers sold 6,700 shares of the stock in a transaction on Wednesday, June 24th. The stock was sold at an average price of $1,954.47, for a total transaction of $13,094,949.00. Following the completion of the transaction, the director owned 62,115 shares in the company, valued at approximately $121,401,904.05. This represents a 9.74% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Rhoman J. Hardy sold 342 shares of Comfort Systems USA stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $1,900.08, for a total value of $649,827.36. Following the completion of the sale, the director directly owned 1,890 shares of the company’s stock, valued at approximately $3,591,151.20. This trade represents a 15.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 14,542 shares of company stock worth $26,437,101 in the last ninety days. Insiders own 1.24% of the company’s stock.

Comfort Systems USA Trading Up 2.7%

NYSE:FIX opened at $1,774.19 on Friday. The company has a current ratio of 1.21, a quick ratio of 1.19 and a debt-to-equity ratio of 0.02. The stock has a market capitalization of $62.43 billion, a PE ratio of 43.63 and a beta of 1.69. The firm’s 50 day moving average is $1,793.06 and its 200 day moving average is $1,634.99. Comfort Systems USA, Inc. has a 12 month low of $655.96 and a 12 month high of $2,073.99.

Comfort Systems USA (NYSE:FIX – Get Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The construction company reported $12.53 EPS for the quarter, beating the consensus estimate of $10.45 by $2.08. Comfort Systems USA had a return on equity of 53.55% and a net margin of 12.77%.The business had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $2.99 billion. During the same quarter in the prior year, the business earned $6.53 earnings per share. Comfort Systems USA’s revenue for the quarter was up 50.3% on a year-over-year basis. Sell-side analysts expect that Comfort Systems USA, Inc. will post 46.77 earnings per share for the current year.

Comfort Systems USA Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, August 24th. Shareholders of record on Thursday, August 13th will be paid a $0.90 dividend. The ex-dividend date is Thursday, August 13th. This is a boost from Comfort Systems USA’s previous quarterly dividend of $0.80. This represents a $3.60 annualized dividend and a dividend yield of 0.2%. Comfort Systems USA’s dividend payout ratio is presently 8.85%.

Analyst Ratings Changes

A number of analysts recently commented on the company. UBS Group lifted their price target on Comfort Systems USA from $2,125.00 to $2,225.00 and gave the stock a “buy” rating in a report on Monday, July 27th. The Goldman Sachs Group started coverage on Comfort Systems USA in a research report on Thursday, July 9th. They set a “buy” rating and a $2,159.00 target price for the company. Stifel Nicolaus set a $1,910.00 target price on Comfort Systems USA in a research note on Monday, July 27th. Oppenheimer began coverage on Comfort Systems USA in a research note on Thursday, May 28th. They set an “outperform” rating and a $2,200.00 target price on the stock. Finally, Erste Group Bank downgraded shares of Comfort Systems USA from a “buy” rating to a “hold” rating in a report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $2,057.86.

View Our Latest Stock Analysis 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.