Congress Asset Management Co. Sells 15,568 Shares of Comfort Systems USA, Inc. $FIX

Congress Asset Management Co. cut its holdings in shares of Comfort Systems USA, Inc. (NYSE:FIX) by 14.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 95,877 shares of the construction company’s stock after selling 15,568 shares during the period. Congress Asset Management Co. owned approximately 0.27% of Comfort Systems USA worth $79,116,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. American Century Companies Inc. increased its holdings in Comfort Systems USA by 7.6% during the 1st quarter. American Century Companies Inc. now owns 85,054 shares of the construction company’s stock worth $27,415,000 after purchasing an additional 6,015 shares in the last quarter. Cresset Asset Management LLC boosted its position in shares of Comfort Systems USA by 50.2% during the first quarter. Cresset Asset Management LLC now owns 1,272 shares of the construction company’s stock valued at $410,000 after buying an additional 425 shares during the last quarter. Brooklyn Investment Group grew its holdings in Comfort Systems USA by 259.4% during the first quarter. Brooklyn Investment Group now owns 115 shares of the construction company’s stock worth $37,000 after buying an additional 83 shares in the last quarter. Northern Trust Corp grew its holdings in Comfort Systems USA by 0.9% during the first quarter. Northern Trust Corp now owns 317,615 shares of the construction company’s stock worth $102,377,000 after buying an additional 2,794 shares in the last quarter. Finally, CW Advisors LLC raised its position in Comfort Systems USA by 7.4% in the 1st quarter. CW Advisors LLC now owns 22,367 shares of the construction company’s stock valued at $7,210,000 after buying an additional 1,532 shares during the last quarter. Institutional investors own 96.51% of the company’s stock.

Trending Headlines about Comfort Systems USA

Here are the key news stories impacting Comfort Systems USA this week:

• Positive Sentiment: Comfort Systems named Trent T. McKenna, currently EVP & COO, to President & COO effective Jan. 1, 2026 — an internal succession that signals continuity of strategy and operations under CEO Brian Lane, reducing transition risk for investors. Article Title
• Positive Sentiment: Zacks highlights Comfort Systems’ growing cash position and disciplined capital allocation (dividends, buybacks) as reinforcing financial stability and shareholder returns, a thesis that supports higher valuation and investor confidence. Article Title
• Positive Sentiment: Wall Street and independent shops have featured FIX on lists of construction stocks to watch for 2026 (Stifel mention, Zacks top picks, and other buy-the-dip coverage), indicating growing analyst conviction and potential for further inflows. Article Title
• Positive Sentiment: Fund-level interest cited (Brown Advisory mid-cap growth holdings) and bullish write-ups (InsiderMonkey, MSN/Yahoo bull-case pieces) reinforce demand narrative and a positive investor story around growth and margins. Article Title
• Neutral Sentiment: Valuation analysis: recent pieces (Yahoo Finance) flag that FIX has seen strong multi‑year gains, prompting valuation scrutiny — investors should weigh growth vs. stretched multiples. Article Title
• Neutral Sentiment: Performance comparisons: coverage comparing FIX to peers outlines it as an outperformer this year, which helps explain momentum but also highlights sensitivity to sector dynamics. Article Title

Comfort Systems USA Stock Performance

NYSE FIX opened at $943.47 on Friday. The company has a market capitalization of $33.28 billion, a PE ratio of 39.94 and a beta of 1.64. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.20 and a current ratio of 1.22. Comfort Systems USA, Inc. has a 52-week low of $276.44 and a 52-week high of $1,036.67. The company has a 50-day simple moving average of $934.72 and a 200 day simple moving average of $752.42.

Comfort Systems USA (NYSE:FIX) last released its earnings results on Monday, August 15th. The construction company reported $0.90 earnings per share for the quarter. Comfort Systems USA had a net margin of 10.06% and a return on equity of 43.59%. The firm had revenue of $713.90 million during the quarter. On average, research analysts predict that Comfort Systems USA, Inc. will post 16.85 EPS for the current year.

Comfort Systems USA Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, November 24th. Stockholders of record on Thursday, November 13th were given a dividend of $0.60 per share. The ex-dividend date of this dividend was Thursday, November 13th. This represents a $2.40 dividend on an annualized basis and a dividend yield of 0.3%. This is a boost from Comfort Systems USA’s previous quarterly dividend of $0.50. Comfort Systems USA’s payout ratio is currently 10.16%.

Insider Activity at Comfort Systems USA

In other Comfort Systems USA news, Director Franklin Myers sold 5,000 shares of the stock in a transaction dated Wednesday, October 29th. The shares were sold at an average price of $1,006.68, for a total transaction of $5,033,400.00. Following the completion of the transaction, the director owned 82,901 shares in the company, valued at $83,454,778.68. This trade represents a 5.69% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Pablo G. Mercado sold 2,500 shares of Comfort Systems USA stock in a transaction dated Wednesday, October 29th. The stock was sold at an average price of $1,005.41, for a total transaction of $2,513,525.00. Following the completion of the transaction, the director owned 4,000 shares of the company’s stock, valued at $4,021,640. The trade was a 38.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 26,028 shares of company stock worth $25,381,151 in the last three months. Corporate insiders own 1.59% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. William Blair began coverage on shares of Comfort Systems USA in a report on Thursday, September 11th. They set an “outperform” rating on the stock. UBS Group boosted their price target on shares of Comfort Systems USA from $875.00 to $1,140.00 and gave the stock a “buy” rating in a report on Monday, October 27th. Stifel Nicolaus upped their price objective on shares of Comfort Systems USA from $1,069.00 to $1,155.00 and gave the stock a “buy” rating in a research report on Tuesday, December 16th. DA Davidson reissued a “buy” rating and set a $1,200.00 target price on shares of Comfort Systems USA in a research report on Friday. Finally, Wall Street Zen upgraded Comfort Systems USA from a “buy” rating to a “strong-buy” rating in a research note on Saturday, December 13th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, Comfort Systems USA has a consensus rating of “Buy” and a consensus price target of $1,011.75.

About Comfort Systems USA

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.