Diversify Advisory Services LLC Buys New Position in Comfort Systems USA, Inc. $FIX

Posted by George Bondi on Aug 19th, 2026

Diversify Advisory Services LLC bought a new stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) during the second quarter, Holdings Channel.com reports. The fund bought 4,488 shares of the construction company’s stock, valued at approximately $7,766,000.

Several other institutional investors also recently added to or reduced their stakes in FIX. Prudential PLC acquired a new stake in Comfort Systems USA in the 4th quarter worth $6,922,000. Ethic Inc. raised its position in shares of Comfort Systems USA by 80.5% during the fourth quarter. Ethic Inc. now owns 1,677 shares of the construction company’s stock valued at $1,565,000 after buying an additional 748 shares during the last quarter. BNP Paribas Financial Markets lifted its stake in shares of Comfort Systems USA by 230.4% in the fourth quarter. BNP Paribas Financial Markets now owns 57,199 shares of the construction company’s stock valued at $53,383,000 after buying an additional 39,888 shares during the period. Vanguard Group Inc. lifted its stake in shares of Comfort Systems USA by 17.0% in the fourth quarter. Vanguard Group Inc. now owns 4,310,126 shares of the construction company’s stock valued at $4,022,597,000 after buying an additional 625,567 shares during the period. Finally, Swiss Life Asset Management Ltd grew its position in Comfort Systems USA by 713.1% during the fourth quarter. Swiss Life Asset Management Ltd now owns 13,278 shares of the construction company’s stock worth $12,392,000 after buying an additional 11,645 shares in the last quarter. 96.51% of the stock is owned by institutional investors.

Insider Buying and Selling at Comfort Systems USA

In other news, CFO William George III sold 2,554 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $1,859.65, for a total transaction of $4,749,546.10. Following the completion of the sale, the chief financial officer owned 30,250 shares of the company’s stock, valued at approximately $56,254,412.50. This trade represents a 7.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Franklin Myers sold 6,700 shares of Comfort Systems USA stock in a transaction that occurred on 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 completion of the transaction, the director owned 62,115 shares of the company’s stock, valued at $121,401,904.05. This trade represents a 9.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 17,096 shares of company stock worth $31,186,647 over the last ninety days. Corporate insiders own 1.24% of the company’s stock.

Analysts Set New Price Targets

Several research firms have commented on FIX. The Goldman Sachs Group initiated coverage on Comfort Systems USA in a report on Thursday, July 9th. They issued a “buy” rating and a $2,159.00 price target for the company. Zacks Research raised Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 28th. Stifel Nicolaus set a $1,910.00 price objective on Comfort Systems USA in a research report on Monday, July 27th. KeyCorp upped their target price on Comfort Systems USA from $2,004.00 to $2,110.00 and gave the company an “overweight” rating in a research note on Monday, July 27th. Finally, Erste Group Bank downgraded shares of Comfort Systems USA from a “buy” rating to a “hold” rating in a research note on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $2,057.86.

Get Our Latest Stock Analysis on Comfort Systems USA

Comfort Systems USA Stock Performance

Comfort Systems USA stock opened at $1,739.88 on Wednesday. The company has a debt-to-equity ratio of 0.02, a current ratio of 1.21 and a quick ratio of 1.19. The stock has a fifty day moving average price of $1,791.87 and a two-hundred day moving average price of $1,647.66. Comfort Systems USA, Inc. has a 52-week low of $655.96 and a 52-week high of $2,073.99. The firm has a market capitalization of $61.23 billion, a P/E ratio of 42.79 and a beta of 1.69.

Comfort Systems USA (NYSE:FIX – Get Free Report) last issued its earnings results 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 net margin of 12.77% and a return on equity of 53.55%. The company had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $2.99 billion. During the same quarter in the previous year, the company earned $6.53 EPS. The firm’s revenue for the quarter was up 50.3% compared to the same quarter last year. As a group, analysts anticipate that Comfort Systems USA, Inc. will post 46.77 EPS for the current fiscal year.

Comfort Systems USA Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, August 24th. Investors of record on Thursday, August 13th will be issued a dividend of $0.90 per share. The ex-dividend date of this dividend is Thursday, August 13th. This represents a $3.60 annualized dividend and a yield of 0.2%. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.80. Comfort Systems USA’s payout ratio is 8.85%.

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.