Dimensional Fund Advisors LP Sells 20,912 Shares of Comfort Systems USA, Inc. $FIX

Dimensional Fund Advisors LP cut its holdings in shares of Comfort Systems USA, Inc. (NYSE:FIX) by 6.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 304,671 shares of the construction company’s stock after selling 20,912 shares during the quarter. Dimensional Fund Advisors LP owned approximately 0.86% of Comfort Systems USA worth $251,333,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Toth Financial Advisory Corp purchased a new stake in shares of Comfort Systems USA during the third quarter worth about $25,000. Quent Capital LLC bought a new stake in Comfort Systems USA during the 3rd quarter valued at approximately $25,000. Eastern Bank purchased a new position in Comfort Systems USA in the 3rd quarter worth approximately $31,000. Avion Wealth lifted its holdings in Comfort Systems USA by 1,800.0% in the 3rd quarter. Avion Wealth now owns 57 shares of the construction company’s stock worth $47,000 after purchasing an additional 54 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC bought a new position in Comfort Systems USA in the 2nd quarter worth approximately $69,000. 96.51% of the stock is currently owned by hedge funds and other institutional investors.

Comfort Systems USA Trading Down 5.3%

Shares of NYSE FIX opened at $1,277.02 on Friday. Comfort Systems USA, Inc. has a 1-year low of $276.44 and a 1-year high of $1,500.00. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.21 and a quick ratio of 1.19. The business’s 50 day moving average is $1,199.30 and its two-hundred day moving average is $980.52. The stock has a market capitalization of $44.91 billion, a P/E ratio of 44.19 and a beta of 1.63.

Comfort Systems USA (NYSE:FIX) last posted its quarterly earnings data on Thursday, February 19th. The construction company reported $9.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.75 by $2.62. The business had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.34 billion. Comfort Systems USA had a return on equity of 48.52% and a net margin of 11.23%.The company’s revenue for the quarter was up 41.7% on a year-over-year basis. During the same period last year, the company earned $4.09 EPS. As a group, research analysts expect that Comfort Systems USA, Inc. will post 16.85 EPS for the current year.

Comfort Systems USA Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Friday, March 6th will be given a $0.70 dividend. This is a boost from Comfort Systems USA’s previous quarterly dividend of $0.60. This represents a $2.80 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date is Friday, March 6th. Comfort Systems USA’s dividend payout ratio is 8.30%.

Insider Activity at Comfort Systems USA

In other Comfort Systems USA news, Director Darcy Anderson sold 4,500 shares of Comfort Systems USA stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $1,369.74, for a total transaction of $6,163,830.00. Following the completion of the transaction, the director directly owned 18,035 shares of the company’s stock, valued at $24,703,260.90. The trade was a 19.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO William George III sold 9,000 shares of the business’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $1,434.97, for a total transaction of $12,914,730.00. Following the transaction, the chief financial officer owned 37,824 shares in the company, valued at $54,276,305.28. This trade represents a 19.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 37,288 shares of company stock valued at $53,677,038 over the last three months. Corporate insiders own 1.59% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on FIX shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Comfort Systems USA in a report on Wednesday, January 21st. Zacks Research raised shares of Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 24th. UBS Group restated a “buy” rating and set a $1,310.00 target price on shares of Comfort Systems USA in a research report on Monday, February 2nd. Stifel Nicolaus set a $1,611.00 target price on shares of Comfort Systems USA in a research note on Monday, February 23rd. Finally, Wall Street Zen downgraded shares of Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a report on Saturday, January 3rd. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, Comfort Systems USA presently has a consensus rating of “Buy” and an average price target of $1,573.67.

Key Comfort Systems USA News

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

• Positive Sentiment: Record backlog and strong quarter give multi‑year revenue visibility and margin momentum — Comfort reported a blowout quarter and an $11.9B backlog that analysts say supports growth into 2026 and beyond. Article Title
• Positive Sentiment: Pushing into modular data‑center capacity: company is expanding modular build capacity and is targeting ~4M sq ft by 2026, which should extend revenue into 2027–2028 if demand continues. Article Title
• Positive Sentiment: Board raised the quarterly dividend to $0.70 (annualized $2.80), a signal of cash generation and shareholder returns. MarketBeat FIX page
• Neutral Sentiment: Shares have rallied sharply (one‑year surge noted); several analyst notes discuss whether current valuation (high‑30s forward P/E) already prices in the growth, leaving future upside dependent on execution. Article Title
• Negative Sentiment: Insider selling: SVP Terrence Reed and Director Darcy Anderson disclosed sizeable sales in late Feb/early Mar, trimming holdings — a near‑term negative for sentiment and may indicate executive cashing of gains. InsiderTrades alert SEC filing (Darcy Anderson)
• Negative Sentiment: Valuation risk after a 311% one‑year surge — with a high forward P/E, the stock is vulnerable to profit‑taking if execution on modular expansion or backlog conversion slips. Yahoo Finance article

Comfort Systems USA Company Profile

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.