Comfort Systems USA, Inc. $FIX Shares Acquired by Private Client Services LLC

Private Client Services LLC raised its position in shares of Comfort Systems USA, Inc. (NYSE:FIX) by 624.4% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,731 shares of the construction company’s stock after purchasing an additional 2,354 shares during the period. Private Client Services LLC’s holdings in Comfort Systems USA were worth $2,254,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the company. Jones Financial Companies Lllp raised its holdings in shares of Comfort Systems USA by 2,872,410.3% during the first quarter. Jones Financial Companies Lllp now owns 833,028 shares of the construction company’s stock valued at $268,510,000 after buying an additional 832,999 shares during the last quarter. Norges Bank bought a new position in shares of Comfort Systems USA in the second quarter worth $256,998,000. AQR Capital Management LLC increased its holdings in shares of Comfort Systems USA by 106.4% during the first quarter. AQR Capital Management LLC now owns 530,428 shares of the construction company’s stock valued at $165,228,000 after purchasing an additional 273,453 shares during the period. Jacobs Levy Equity Management Inc. raised its stake in shares of Comfort Systems USA by 299.2% during the first quarter. Jacobs Levy Equity Management Inc. now owns 319,813 shares of the construction company’s stock valued at $103,085,000 after purchasing an additional 239,692 shares in the last quarter. Finally, Artisan Partners Limited Partnership acquired a new stake in Comfort Systems USA in the second quarter worth about $114,551,000. Institutional investors and hedge funds own 96.51% of the company’s stock.

Comfort Systems USA Trading Up 2.7%

Comfort Systems USA stock opened at $943.47 on Monday. The firm has a market cap of $33.28 billion, a price-to-earnings ratio of 39.94 and a beta of 1.64. Comfort Systems USA, Inc. has a 1 year low of $276.44 and a 1 year high of $1,036.67. The firm’s 50 day moving average price is $934.72 and its two-hundred day moving average price is $754.20. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.20 and a current ratio of 1.22.

Comfort Systems USA (NYSE:FIX) last released its quarterly earnings results on Monday, August 15th. The construction company reported $0.90 earnings per share 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 during the quarter. On average, 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 announced a quarterly dividend, which was paid on Monday, November 24th. Shareholders of record on Thursday, November 13th were paid a dividend of $0.60 per share. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.50. The ex-dividend date of this dividend was Thursday, November 13th. This represents a $2.40 annualized dividend and a yield of 0.3%. Comfort Systems USA’s dividend payout ratio (DPR) is presently 10.16%.

Analysts Set New Price Targets

FIX has been the topic of several research analyst reports. DA Davidson reissued a “buy” rating and set a $1,200.00 target price on shares of Comfort Systems USA in a research note on Friday. William Blair started coverage on shares of Comfort Systems USA in a report on Thursday, September 11th. They issued an “outperform” rating for the company. Stifel Nicolaus boosted their target price on Comfort Systems USA from $1,069.00 to $1,155.00 and gave the stock a “buy” rating in a report on Tuesday, December 16th. Wall Street Zen raised Comfort Systems USA from a “buy” rating to a “strong-buy” rating in a research note on Saturday, December 13th. Finally, UBS Group boosted their price objective on Comfort Systems USA from $875.00 to $1,140.00 and gave the stock a “buy” rating in a research note on Monday, October 27th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, Comfort Systems USA currently has a consensus rating of “Buy” and an average target price of $1,011.75.

Comfort Systems USA News Summary

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

Insider Buying and Selling

In other news, Director Darcy Anderson sold 4,000 shares of the firm’s stock in a transaction on Friday, October 31st. The stock was sold at an average price of $958.72, for a total value of $3,834,880.00. Following the completion of the sale, the director owned 22,535 shares of the company’s stock, valued at $21,604,755.20. This trade represents a 15.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, 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 represents a 3.81% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 26,028 shares of company stock valued at $25,381,151. 1.59% of the stock is currently owned by company insiders.

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.