Comfort Systems USA, Inc. $FIX Shares Purchased by First Trust Advisors LP

First Trust Advisors LP boosted its stake in shares of Comfort Systems USA, Inc. (NYSE:FIX) by 29.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 513,257 shares of the construction company’s stock after acquiring an additional 117,892 shares during the quarter. First Trust Advisors LP owned about 1.46% of Comfort Systems USA worth $423,529,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Toth Financial Advisory Corp acquired a new position in shares of Comfort Systems USA in the third quarter valued at approximately $25,000. Quent Capital LLC purchased a new stake in shares of Comfort Systems USA during the third quarter worth approximately $25,000. Eastern Bank acquired a new stake in shares of Comfort Systems USA during the third quarter worth $31,000. Avion Wealth lifted its holdings in shares of Comfort Systems USA by 1,800.0% during the third quarter. Avion Wealth now owns 57 shares of the construction company’s stock worth $47,000 after purchasing an additional 54 shares during the period. Finally, Hazlett Burt & Watson Inc. purchased a new position in Comfort Systems USA in the 3rd quarter valued at $83,000. 96.51% of the stock is currently owned by hedge funds and other institutional investors.

More 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

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the stock. Zacks Research raised shares of Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 24th. UBS Group restated a “buy” rating and issued a $1,310.00 target price on shares of Comfort Systems USA in a research note on Monday, February 2nd. DA Davidson lifted their target price on shares of Comfort Systems USA from $1,200.00 to $1,800.00 and gave the company a “buy” rating in a report on Monday, February 23rd. Wall Street Zen lowered shares of Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 3rd. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Comfort Systems USA in a research report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Comfort Systems USA presently has an average rating of “Buy” and an average target price of $1,573.67.

Insider Buying and Selling at Comfort Systems USA

In related news, Director William J. Sandbrook sold 2,500 shares of the business’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $1,443.32, for a total value of $3,608,300.00. Following the sale, the director directly owned 9,166 shares in the company, valued at $13,229,471.12. The trade was a 21.43% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO William George III sold 9,000 shares of the stock in a transaction dated 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 completion of the sale, the chief financial officer directly owned 37,824 shares in the company, valued at approximately $54,276,305.28. The trade was a 19.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 37,288 shares of company stock worth $53,677,038. Insiders own 1.59% of the company’s stock.

Comfort Systems USA Stock Performance

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 stock has a market cap of $44.91 billion, a P/E ratio of 44.19 and a beta of 1.63. The stock’s 50 day simple moving average is $1,199.30 and its 200 day simple moving average is $980.52. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.21 and a quick ratio of 1.19.

Comfort Systems USA (NYSE:FIX) last issued its quarterly earnings data 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. The firm had revenue of $2.65 billion during the quarter, compared to analysts’ expectations of $2.34 billion. Comfort Systems USA had a return on equity of 48.52% and a net margin of 11.23%.Comfort Systems USA’s revenue was up 41.7% on a year-over-year basis. During the same period in the previous year, the firm posted $4.09 earnings per share. As a group, equities analysts anticipate that Comfort Systems USA, Inc. will post 16.85 EPS for the current fiscal 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 paid a dividend of $0.70 per share. This is a boost from Comfort Systems USA’s previous quarterly dividend of $0.60. The ex-dividend date of this dividend is Friday, March 6th. This represents a $2.80 annualized dividend and a dividend yield of 0.2%. Comfort Systems USA’s dividend payout ratio is presently 8.30%.

Comfort Systems USA 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.