Comfort Systems USA (NYSE:FIX) Stock Gets Price Target Cut from Oppenheimer

Posted by Brenda Bartman on Oct 29th, 2026

Comfort Systems USA (NYSE:FIX – Free Report) had its target price reduced by Oppenheimer from $2,400.00 to $2,000.00 in a research report report published on Monday,Benzinga reports. Oppenheimer currently has an outperform rating on the construction company’s stock.

Several other equities analysts have also issued reports on the company. Weiss Ratings lowered Comfort Systems USA from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, October 23rd. DA Davidson set a $1,850.00 target price on Comfort Systems USA in a report on Monday. UBS Group dropped their target price on Comfort Systems USA from $2,225.00 to $1,900.00 and set a “buy” rating for the company in a research report on Monday. The Goldman Sachs Group set a $1,875.00 price target on shares of Comfort Systems USA in a research note on Tuesday, October 20th. Finally, Erste Group Bank cut shares of Comfort Systems USA from a “buy” rating to a “hold” rating in a research report on Wednesday, July 15th. Eight investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,916.14.

Read Our Latest Stock Analysis on FIX

Comfort Systems USA Stock Up 4.5%

NYSE:FIX opened at $1,346.81 on Monday. Comfort Systems USA has a 52 week low of $841.66 and a 52 week high of $2,073.99. The stock’s fifty day moving average is $1,577.57 and its two-hundred day moving average is $1,594.63. The stock has a market capitalization of $47.12 billion, a price-to-earnings ratio of 29.08 and a beta of 1.66. The company has a quick ratio of 1.13, a current ratio of 1.15 and a debt-to-equity ratio of 0.01.

Comfort Systems USA (NYSE:FIX – Get Free Report) last issued its quarterly earnings data on Thursday, October 22nd. The construction company reported $13.91 earnings per share for the quarter, beating analysts’ consensus estimates of $12.85 by $1.06. Comfort Systems USA had a return on equity of 55.24% and a net margin of 13.01%. The business had revenue of $3.77 billion during the quarter, compared to analysts’ expectations of $3.40 billion. During the same period in the previous year, the firm posted $8.25 earnings per share. The company’s revenue was up 53.7% on a year-over-year basis. Research analysts anticipate that Comfort Systems USA will post 49.21 EPS for the current year.

Comfort Systems USA Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, November 23rd. Investors of record on Thursday, November 12th will be paid a dividend of $0.10 per share. This represents a $0.40 annualized dividend and a yield of 0.0%. The ex-dividend date of this dividend is Thursday, November 12th. This is a negative change from Comfort Systems USA’s previous quarterly dividend of $0.90. Comfort Systems USA’s payout ratio is presently 8.64%.

Insider Buying and Selling

In other Comfort Systems USA news, insider Brian Lane sold 16,024 shares of the company’s stock in a transaction dated Wednesday, August 26th. The stock was sold at an average price of $1,608.21, for a total transaction of $25,769,957.04. Following the sale, the insider owned 145,065 shares in the company, valued at $233,294,983.65. This represents a 9.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Franklin Myers sold 4,000 shares of the stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $1,693.92, for a total value of $6,775,680.00. Following the completion of the sale, the director directly owned 8,495 shares in the company, valued at $14,389,850.40. This represents a 32.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 26,078 shares of company stock valued at $43,211,828 in the last three months. 1.24% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Comfort Systems USA

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. BlackRock Inc. purchased a new position in Comfort Systems USA in the second quarter valued at approximately $6,734,037,000. Amundi raised its holdings in Comfort Systems USA by 114.1% during the second quarter. Amundi now owns 292,904 shares of the construction company’s stock worth $580,521,000 after purchasing an additional 156,069 shares in the last quarter. Value Aligned Research Advisors LLC raised its holdings in Comfort Systems USA by 14.0% during the second quarter. Value Aligned Research Advisors LLC now owns 243,607 shares of the construction company’s stock worth $482,817,000 after purchasing an additional 29,970 shares in the last quarter. Deutsche Bank AG purchased a new stake in shares of Comfort Systems USA during the 2nd quarter worth approximately $443,751,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in shares of Comfort Systems USA by 38.3% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 201,945 shares of the construction company’s stock worth $400,245,000 after buying an additional 55,938 shares during the last quarter. 96.51% of the stock is owned by institutional investors and hedge funds.

Comfort Systems USA Company Profile

(Get Free Report)

Comfort Systems USA, Inc (NYSE:FIX) is a provider of mechanical and electrical contracting services for commercial, industrial, and institutional customers. The company designs, installs, maintains, repairs, and replaces heating, ventilation, air conditioning, and temperature-control systems, as well as plumbing, piping, electrical, and related building systems.

Its services support new construction, building renovations, facility upgrades, and ongoing maintenance. Comfort Systems USA also provides specialized services for data centers, manufacturing facilities, healthcare buildings, educational institutions, and other complex commercial and industrial projects.

Founded in 1997 and headquartered in Houston, Texas, the company operates through a network of regional contracting businesses serving customers across the United States.