Comfort Systems USA, Inc. $FIX Shares Sold by Alliance Wealth Advisors LLC UT

Alliance Wealth Advisors LLC UT cut its holdings in Comfort Systems USA, Inc. (NYSE:FIX) by 21.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,861 shares of the construction company’s stock after selling 782 shares during the quarter. Alliance Wealth Advisors LLC UT’s holdings in Comfort Systems USA were worth $2,361,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Private Client Services LLC grew its stake in shares of Comfort Systems USA by 624.4% during the 3rd quarter. Private Client Services LLC now owns 2,731 shares of the construction company’s stock valued at $2,254,000 after buying an additional 2,354 shares during the period. Brown Advisory Inc. lifted its stake in shares of Comfort Systems USA by 2,271.3% during the second quarter. Brown Advisory Inc. now owns 16,528 shares of the construction company’s stock worth $8,863,000 after purchasing an additional 15,831 shares in the last quarter. Wealth Enhancement Advisory Services LLC lifted its position in Comfort Systems USA by 19.2% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 15,277 shares of the construction company’s stock worth $12,474,000 after acquiring an additional 2,461 shares in the last quarter. Triasima Portfolio Management inc. purchased a new position in shares of Comfort Systems USA in the third quarter valued at $2,392,000. Finally, Calamos Advisors LLC acquired a new position in Comfort Systems USA in the 3rd quarter worth $1,527,000. Hedge funds and other institutional investors own 96.51% of the company’s stock.

Insider Buying and Selling

In other news, SVP Laura Finley Howell sold 1,000 shares of Comfort Systems USA stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $996.16, for a total transaction of $996,160.00. Following the sale, the senior vice president owned 7,938 shares of the company’s stock, valued at approximately $7,907,518.08. The trade was a 11.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO William George III sold 4,370 shares of the stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $958.88, for a total value of $4,190,305.60. Following the completion of the transaction, the chief financial officer directly owned 39,824 shares of the company’s stock, valued at $38,186,437.12. This trade represents a 9.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 12,528 shares of company stock valued at $11,972,106 in the last quarter. Company insiders own 1.59% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on FIX shares. UBS Group reaffirmed 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. Wall Street Zen cut Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 3rd. DA Davidson restated a “buy” rating and issued a $1,200.00 price target on shares of Comfort Systems USA in a research note on Friday, December 19th. Zacks Research downgraded shares of Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 26th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Comfort Systems USA in a report on Wednesday, January 21st. Six research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, Comfort Systems USA has a consensus rating of “Moderate Buy” and an average target price of $1,064.50.

Trending Headlines about Comfort Systems USA

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

• Positive Sentiment: Q4 results materially beat expectations — Comfort Systems reported $9.37 EPS vs. consensus near $6.75 and revenue of $2.65B vs. ~$2.34B, showing strong margin expansion and year‑over‑year revenue growth that supports near‑term profit momentum. MarketBeat Q4 release
• Positive Sentiment: Management and multiple outlets point to AI/data‑center construction as a major demand driver — large data‑center projects are boosting HVAC/electrical work and helped push orders and utilization higher. This structural tailwind is a key reason investors are re‑rating the shares. Benzinga AI/data center demand
• Positive Sentiment: Backlog and growth trajectory improved — commentary and coverage note a sharply higher backlog (orders roughly doubled in 2025 per reports) and accelerating profit growth over several quarters, supporting revenue visibility. Investors Business Daily backlog coverage
• Positive Sentiment: Dividend raised — the board increased the quarterly payout to $0.70 (≈16.7% increase), signaling confidence in cash flow and returning capital to shareholders. Record/ex‑dividend dates were announced. BusinessWire dividend release
• Neutral Sentiment: Conference call / transcript available — investors should review management’s remarks on margin sustainability, project mix and working capital in the Q4 call transcript for guidance nuance. Seeking Alpha transcript
• Neutral Sentiment: Analyst/sector commentary notes industry headwinds — some pieces highlight rising costs and broader HVAC industry pressure, though they also argue companies with data‑center exposure like FIX may outperform. Zacks sector note
• Negative Sentiment: Valuation and recent run‑up raise risk — FIX now trades at a rich P/E (~62) after a large multi‑quarter rally; that elevates expectations and makes the stock sensitive to any slowdown in data‑center spending or margin reversion.

Comfort Systems USA Stock Performance

Shares of FIX stock opened at $1,462.64 on Friday. The company has a market cap of $51.59 billion, a P/E ratio of 50.61 and a beta of 1.67. The business has a 50 day moving average of $1,107.22 and a two-hundred day moving average of $932.72. Comfort Systems USA, Inc. has a 52 week low of $276.44 and a 52 week high of $1,476.94. The company has a quick ratio of 1.20, a current ratio of 1.22 and a debt-to-equity ratio of 0.06.

Comfort Systems USA (NYSE:FIX) last announced its quarterly earnings results on Thursday, February 19th. The construction company reported $9.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.75 by $2.62. Comfort Systems USA had a return on equity of 51.28% and a net margin of 11.23%.The business had revenue of $2.65 billion for the quarter, compared to the consensus estimate of $2.34 billion. During the same quarter last year, the business posted $4.09 EPS. The business’s revenue was up 41.7% on a year-over-year basis. As a group, analysts anticipate 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 will be paid on Tuesday, March 17th. Stockholders of record on Friday, March 6th will be given a dividend of $0.70 per share. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.60. This represents a $2.80 annualized dividend and a dividend yield of 0.2%. The ex-dividend date is Friday, March 6th. Comfort Systems USA’s payout ratio is currently 8.30%.

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.