Axxcess Wealth Management LLC Buys New Position in Comfort Systems USA, Inc. $FIX

Axxcess Wealth Management LLC purchased a new position in Comfort Systems USA, Inc. (NYSE:FIX) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 526 shares of the construction company’s stock, valued at approximately $434,000.

Several other large investors also recently bought and sold shares of FIX. Toth Financial Advisory Corp acquired a new position in shares of Comfort Systems USA during the third quarter worth $25,000. Quent Capital LLC purchased a new stake in Comfort Systems USA during the 3rd quarter worth $25,000. Eastern Bank acquired a new position in Comfort Systems USA in the 3rd quarter worth $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 buying an additional 54 shares in the last quarter. Finally, Hazlett Burt & Watson Inc. purchased a new position in Comfort Systems USA in the 3rd quarter valued at about $83,000. Institutional investors and hedge funds own 96.51% of the company’s stock.

Insider Transactions at Comfort Systems USA

In other Comfort Systems USA news, SVP Laura Finley Howell sold 1,000 shares of the company’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $996.16, for a total value of $996,160.00. Following the completion of the transaction, the senior vice president owned 7,938 shares in the company, valued at approximately $7,907,518.08. This represents a 11.19% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO William George III sold 4,370 shares of Comfort Systems USA stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $958.88, for a total value of $4,190,305.60. Following the sale, the chief financial officer directly owned 39,824 shares in the company, valued at approximately $38,186,437.12. This trade represents a 9.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.59% of the company’s stock.

Key Stories Impacting 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 Up 6.5%

Shares of Comfort Systems USA stock opened at $1,462.64 on Monday. The stock has a market capitalization of $51.44 billion, a price-to-earnings ratio of 50.61 and a beta of 1.67. Comfort Systems USA, Inc. has a twelve month low of $276.44 and a twelve month high of $1,476.94. The company has a current ratio of 1.21, a quick ratio of 1.19 and a debt-to-equity ratio of 0.06. The business’s 50 day simple moving average is $1,107.22 and its 200-day simple moving average is $934.43.

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

Comfort Systems USA Increases Dividend

The company also recently disclosed 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. The ex-dividend date is Friday, March 6th. This represents a $2.80 annualized dividend and a yield of 0.2%. This is a boost from Comfort Systems USA’s previous quarterly dividend of $0.60. Comfort Systems USA’s payout ratio is 8.30%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on FIX. Zacks Research lowered Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 26th. Wall Street Zen downgraded Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a report on Saturday, January 3rd. DA Davidson reiterated a “buy” rating and set a $1,200.00 target price on shares of Comfort Systems USA in a research note on Friday, December 19th. UBS Group reaffirmed a “buy” rating and issued a $1,310.00 price target on shares of Comfort Systems USA in a report on Monday, February 2nd. Finally, Stifel Nicolaus raised their price objective on shares of Comfort Systems USA from $1,155.00 to $1,196.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Six analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $1,064.50.

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.