U.S. Capital Wealth Advisors LLC Makes New $4.06 Million Investment in Comfort Systems USA, Inc. $FIX

U.S. Capital Wealth Advisors LLC bought a new stake in shares of Comfort Systems USA, Inc. (NYSE:FIX) during the 3rd quarter, HoldingsChannel reports. The firm bought 4,925 shares of the construction company’s stock, valued at approximately $4,064,000.

Other large investors also recently made changes to their positions in the company. Ameritas Advisory Services LLC acquired a new stake in shares of Comfort Systems USA during the second quarter worth approximately $27,000. Brooklyn Investment Group increased its stake in Comfort Systems USA by 259.4% in the 1st quarter. Brooklyn Investment Group now owns 115 shares of the construction company’s stock valued at $37,000 after buying an additional 83 shares during the period. Tradewinds Capital Management LLC lifted its position in Comfort Systems USA by 37.8% in the 2nd quarter. Tradewinds Capital Management LLC now owns 113 shares of the construction company’s stock worth $61,000 after buying an additional 31 shares in the last quarter. Cullen Frost Bankers Inc. boosted its stake in shares of Comfort Systems USA by 310.7% during the 2nd quarter. Cullen Frost Bankers Inc. now owns 115 shares of the construction company’s stock valued at $62,000 after buying an additional 87 shares during the period. Finally, Maseco LLP acquired a new stake in shares of Comfort Systems USA during the 2nd quarter valued at $64,000. Institutional investors and hedge funds own 96.51% of the company’s stock.

Comfort Systems USA Price Performance

Shares of NYSE:FIX opened at $943.47 on Friday. The stock has a market capitalization of $33.28 billion, a P/E ratio of 39.94 and a beta of 1.64. The business has a 50-day moving average of $934.72 and a two-hundred day moving average of $752.42. Comfort Systems USA, Inc. has a fifty-two week low of $276.44 and a fifty-two week high of $1,036.67. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.22 and a quick ratio of 1.20.

Comfort Systems USA (NYSE:FIX) last issued its quarterly earnings data on Monday, August 15th. The construction company reported $0.90 EPS for the quarter. Comfort Systems USA had a return on equity of 43.59% and a net margin of 10.06%.The business had revenue of $713.90 million for the quarter. On average, equities research analysts predict 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 was paid on Monday, November 24th. Stockholders of record on Thursday, November 13th were given a $0.60 dividend. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.50. This represents a $2.40 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Thursday, November 13th. Comfort Systems USA’s payout ratio is 10.16%.

More Comfort Systems USA News

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

Wall Street Analysts Forecast Growth

FIX has been the topic of a number of research reports. Wall Street Zen raised shares of Comfort Systems USA from a “buy” rating to a “strong-buy” rating in a research note on Saturday, December 13th. Zacks Research raised Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, October 28th. William Blair began coverage on Comfort Systems USA in a research note on Thursday, September 11th. They set an “outperform” rating for the company. Stifel Nicolaus lifted their price target on Comfort Systems USA from $1,069.00 to $1,155.00 and gave the company a “buy” rating in a report on Tuesday, December 16th. Finally, UBS Group increased their price objective on Comfort Systems USA from $875.00 to $1,140.00 and gave the stock a “buy” rating in a report on Monday, October 27th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, Comfort Systems USA has an average rating of “Buy” and an average price target of $1,011.75.

Insider Buying and Selling

In related news, insider Brian E. Lane sold 7,158 shares of Comfort Systems USA stock in a transaction on Monday, November 24th. The shares were sold at an average price of $947.98, for a total value of $6,785,640.84. Following the transaction, the insider owned 180,888 shares in the company, valued at $171,478,206.24. This trade represents a 3.81% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Darcy Anderson sold 4,000 shares of the business’s stock in a transaction on Friday, October 31st. The stock was sold at an average price of $958.72, for a total transaction of $3,834,880.00. Following the transaction, the director directly owned 22,535 shares of the company’s stock, valued at approximately $21,604,755.20. This represents a 15.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 26,028 shares of company stock valued at $25,381,151. 1.59% of the stock is owned by corporate insiders.

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.