Comfort Systems USA, Inc. $FIX Stock Sold by Sumitomo Mitsui Trust Group Inc.

Posted by Brian Himes on Nov 3rd, 2026

Sumitomo Mitsui Trust Group Inc. trimmed its position in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 2.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 83,221 shares of the construction company’s stock after selling 1,813 shares during the period. Sumitomo Mitsui Trust Group Inc. owned about 0.24% of Comfort Systems USA worth $137,655,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Signature Equity Partners LLC lifted its position in shares of Comfort Systems USA by 16.7% in the 1st quarter. Signature Equity Partners LLC now owns 35 shares of the construction company’s stock worth $48,000 after purchasing an additional 5 shares during the period. Capital Advisors Inc. OK increased its position in shares of Comfort Systems USA by 1.9% during the second quarter. Capital Advisors Inc. OK now owns 321 shares of the construction company’s stock valued at $636,000 after buying an additional 6 shares during the period. Versant Capital Management Inc raised its stake in Comfort Systems USA by 3.4% in the third quarter. Versant Capital Management Inc now owns 183 shares of the construction company’s stock worth $303,000 after buying an additional 6 shares in the last quarter. LifeGoal Investments LLC raised its stake in Comfort Systems USA by 1.9% in the third quarter. LifeGoal Investments LLC now owns 314 shares of the construction company’s stock worth $519,000 after buying an additional 6 shares in the last quarter. Finally, Petra Financial Advisors Inc. raised its stake in Comfort Systems USA by 0.7% in the first quarter. Petra Financial Advisors Inc. now owns 1,080 shares of the construction company’s stock worth $1,489,000 after buying an additional 7 shares in the last quarter. 96.51% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

FIX has been the topic of several research reports. Zacks Research cut Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 5th. UBS Group decreased 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, October 26th. Oppenheimer decreased their target price on Comfort Systems USA from $2,400.00 to $2,000.00 and set an “outperform” rating for the company in a research report on Monday, October 26th. DA Davidson set a $1,850.00 price target on Comfort Systems USA in a research report on Monday, October 26th. Finally, Stifel Nicolaus set a $1,808.00 price target on Comfort Systems USA in a research note on Monday, October 26th. Eight investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $1,916.14.

View Our Latest Analysis on Comfort Systems USA

Comfort Systems USA Price Performance

NYSE FIX opened at $1,196.82 on Tuesday. Comfort Systems USA, Inc. has a one year low of $841.66 and a one year high of $2,073.99. The stock has a 50-day moving average of $1,552.02 and a 200 day moving average of $1,597.77. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.13 and a current ratio of 1.15. The company has a market capitalization of $41.88 billion, a price-to-earnings ratio of 25.84 and a beta of 1.66.

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. The company had revenue of $3.77 billion for the quarter, compared to the consensus estimate of $3.40 billion. Comfort Systems USA had a net margin of 13.01% and a return on equity of 55.24%. The firm’s revenue for the quarter was up 53.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $8.25 earnings per share. On average, sell-side analysts forecast that Comfort Systems USA, Inc. will post 50.32 EPS for the current year.

Comfort Systems USA Cuts Dividend

The business also recently disclosed 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 is a drop from Comfort Systems USA’s previous quarterly dividend of $0.90. The ex-dividend date is Thursday, November 12th. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.0%. Comfort Systems USA’s dividend payout ratio is presently 7.77%.

Insider Activity at Comfort Systems USA

In other Comfort Systems USA news, Director Franklin Myers sold 4,000 shares of the firm’s stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $1,693.92, for a total transaction of $6,775,680.00. Following the sale, the director directly owned 8,495 shares of the company’s stock, valued at $14,389,850.40. This trade represents a 32.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO William George, III sold 2,554 shares of the business’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $1,859.65, for a total value of $4,749,546.10. Following the completion of the transaction, the chief financial officer owned 30,250 shares in the company, valued at $56,254,412.50. The trade was a 7.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 26,078 shares of company stock worth $43,211,828. 1.24% of the stock is owned by company insiders.

Comfort Systems USA Profile

(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.