Verdence Capital Advisors LLC decreased its holdings in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 49.0% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 344 shares of the construction company’s stock after selling 331 shares during the quarter. Verdence Capital Advisors LLC’s holdings in Comfort Systems USA were worth $321,000 as of its most recent SEC filing.
Other hedge funds have also made changes to their positions in the company. Quent Capital LLC acquired a new stake in shares of Comfort Systems USA during the third quarter worth $25,000. Ameriflex Group Inc. boosted its holdings in shares of Comfort Systems USA by 100.0% during the third quarter. Ameriflex Group Inc. now owns 30 shares of the construction company’s stock worth $25,000 after purchasing an additional 15 shares during the last quarter. Eastern Bank acquired a new stake in shares of Comfort Systems USA during the third quarter worth $31,000. JFS Wealth Advisors LLC boosted its holdings in shares of Comfort Systems USA by 29.4% during the fourth quarter. JFS Wealth Advisors LLC now owns 44 shares of the construction company’s stock worth $41,000 after purchasing an additional 10 shares during the last quarter. Finally, ORG Partners LLC boosted its holdings in shares of Comfort Systems USA by 63.0% during the fourth quarter. ORG Partners LLC now owns 44 shares of the construction company’s stock worth $41,000 after purchasing an additional 17 shares during the last quarter. Institutional investors and hedge funds own 96.51% of the company’s stock.
Key Comfort Systems USA News
Here are the key news stories impacting Comfort Systems USA this week:
- Positive Sentiment: Big Q1 beat — FIX reported Q1 EPS of $10.51 vs. $6.81 consensus and revenue of $2.87B vs. $2.39B consensus, signaling strong organic and M&A-driven growth and much higher profitability than expected. Is Comfort Systems USA (FIX) the Best Data Center Engineering and Construction Stock?
- Positive Sentiment: Analyst upgrades and much higher earnings outlook — KeyCorp raised Q2–Q4 and FY2026/2027 EPS forecasts and maintains an Overweight rating with a $2,004 price target, materially lifting forward earnings expectations and validating management’s guidance. MarketBeat / KeyCorp coverage
- Positive Sentiment: AI/data‑center demand cited as a growth driver — Research coverage highlights FIX as a beneficiary of AI-driven data‑center buildouts and related MEP/MEP+ construction work, supporting upside to backlog and margins. 2 AI Data Center Infra Giants Looking More Promising After Q1 Results
- Positive Sentiment: Sector comparison supports relative strength — Analysts compare FIX favorably versus peers (e.g., EMCOR) on exposure to high‑complexity HVAC/MEP projects, suggesting durable demand and premium multiple justification. Comfort Systems vs. EMCOR: Which HVAC Stock Is the Better Buy?
- Positive Sentiment: CapEx leadership — Coverage highlights FIX as leading large‑cap industrials in year‑over‑year capex growth, consistent with reinvestment to support expansion into data‑center / critical facilities work. Comfort Systems USA leads all large-cap industrial stocks in YoY CapEx growth
- Neutral Sentiment: Included in dividend/stock lists — Coverage naming FIX among “May dividend” or data‑center-related stock lists increases visibility but is not a primary driver versus earnings and guidance. Is Comfort Systems USA (FIX) One of the Best May Dividend Stocks to Buy?
- Neutral Sentiment: Broader market/ETF context — General notes on small‑cap growth ETFs (VBK) and sector rotation may affect sentiment but are indirect for FIX. Should Vanguard Small‑Cap Growth Index Fund ETF Shares (VBK) Be on Your Investing Radar?
Wall Street Analyst Weigh In
Get Our Latest Research Report on Comfort Systems USA
Insider Transactions at Comfort Systems USA
In other Comfort Systems USA news, Director Darcy Anderson sold 4,500 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $1,369.74, for a total transaction of $6,163,830.00. Following the transaction, the director owned 18,035 shares in the company, valued at $24,703,260.90. The trade was a 19.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Brian E. Lane sold 9,365 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $1,453.12, for a total value of $13,608,468.80. Following the transaction, the insider owned 171,523 shares in the company, valued at approximately $249,243,501.76. This represents a 5.18% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,288 shares of company stock valued at $53,677,038 in the last ninety days. Company insiders own 1.24% of the company’s stock.
Comfort Systems USA Price Performance
Shares of Comfort Systems USA stock opened at $1,715.79 on Wednesday. Comfort Systems USA, Inc. has a twelve month low of $380.00 and a twelve month high of $1,829.66. The stock has a market capitalization of $60.40 billion, a P/E ratio of 49.50 and a beta of 1.60. The company has a current ratio of 1.24, a quick ratio of 1.21 and a debt-to-equity ratio of 0.01. The business’s fifty day moving average price is $1,480.22 and its 200 day moving average price is $1,177.94.
Comfort Systems USA (NYSE:FIX – Get Free Report) last issued its earnings results on Thursday, April 23rd. The construction company reported $10.51 earnings per share for the quarter, beating analysts’ consensus estimates of $6.81 by $3.70. Comfort Systems USA had a return on equity of 51.69% and a net margin of 12.07%.The firm had revenue of $2.87 billion for the quarter, compared to analysts’ expectations of $2.39 billion. During the same quarter last year, the firm earned $4.75 earnings per share. The firm’s revenue for the quarter was up 56.5% compared to the same quarter last year. As a group, research analysts anticipate that Comfort Systems USA, Inc. will post 39.28 earnings per share for the current year.
Comfort Systems USA Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Tuesday, May 26th. Investors of record on Friday, May 15th will be issued a $0.80 dividend. The ex-dividend date is Friday, May 15th. This is an increase from Comfort Systems USA’s previous quarterly dividend of $0.70. This represents a $3.20 dividend on an annualized basis and a yield of 0.2%. Comfort Systems USA’s payout ratio is 8.08%.
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.
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