Intech Investment Management LLC Decreases Stake in Comfort Systems USA, Inc. $FIX

Intech Investment Management LLC cut its position in shares of Comfort Systems USA, Inc. (NYSE:FIX) by 66.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 12,587 shares of the construction company’s stock after selling 25,338 shares during the period. Intech Investment Management LLC’s holdings in Comfort Systems USA were worth $10,387,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in FIX. Toth Financial Advisory Corp purchased a new stake in shares of Comfort Systems USA during the 3rd quarter worth approximately $25,000. Quent Capital LLC bought a new stake in Comfort Systems USA in the third quarter worth $25,000. Eastern Bank purchased a new stake in Comfort Systems USA during the third quarter valued at $31,000. Avion Wealth lifted its position in Comfort Systems USA by 1,800.0% during the third quarter. Avion Wealth now owns 57 shares of the construction company’s stock valued at $47,000 after purchasing an additional 54 shares during the last quarter. Finally, Elevation Point Wealth Partners LLC purchased a new position in shares of Comfort Systems USA in the 2nd quarter worth $69,000. Hedge funds and other institutional investors own 96.51% of the company’s stock.

Insider Activity at Comfort Systems USA

In other Comfort Systems USA news, insider Brian E. Lane sold 9,365 shares of the business’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $1,453.12, for a total value of $13,608,468.80. Following the completion of the sale, the insider directly owned 171,523 shares of the company’s stock, valued at $249,243,501.76. The trade was a 5.18% 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 firm’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $1,434.97, for a total transaction of $12,914,730.00. Following the transaction, the chief financial officer directly owned 37,824 shares in the company, valued at approximately $54,276,305.28. This trade represents a 19.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 27,735 shares of company stock worth $37,445,464 over the last ninety days. 1.59% of the stock is currently owned by company insiders.

Comfort Systems USA Trading Down 0.7%

FIX opened at $1,440.06 on Friday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.19 and a current ratio of 1.21. The stock’s 50 day moving average price is $1,147.80 and its 200-day moving average price is $951.86. Comfort Systems USA, Inc. has a one year low of $276.44 and a one year high of $1,500.00. The stock has a market cap of $50.65 billion, a price-to-earnings ratio of 49.83 and a beta of 1.67.

Comfort Systems USA (NYSE:FIX) last posted its quarterly earnings data on Thursday, February 19th. The construction company reported $9.37 earnings per share (EPS) for the quarter, beating 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 company had revenue of $2.65 billion during the quarter, compared to analysts’ expectations of $2.34 billion. During the same quarter in the previous year, the business earned $4.09 EPS. Comfort Systems USA’s revenue was up 41.7% compared to the same quarter last year. On average, equities analysts forecast that Comfort Systems USA, Inc. will post 16.85 EPS for the current year.

Comfort Systems USA Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Friday, March 6th will be paid a $0.70 dividend. The ex-dividend date of this dividend 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%.

Comfort Systems USA News Roundup

Here are the key news stories impacting Comfort Systems USA this week:

• Positive Sentiment: Q4 beat and massive backlog — FIX reported $9.37 EPS vs. $6.75 expected and revenue of $2.65B (+41.7% YoY); year‑end backlog nearly doubled to ~$11.94B driven by data‑center and new construction demand, supporting near‑term revenue visibility and higher free cash flow. Comfort Systems: Strong Earnings and the Case for a Split
• Positive Sentiment: Bullish research and dividend action — Zacks upgraded FIX (to strong‑buy) and several firms raised targets (DA Davidson, Stifel, UBS coverage noted); company raised the quarterly dividend to $0.70, showing strong cash flow coverage. Zacks Research
• Positive Sentiment: Positive thematic coverage — independent analysis highlights Comfort Systems as a high‑growth infrastructure/data‑center play and a standout among mechanical contractors, reinforcing momentum narrative. Seeking Alpha: Infrastructure Superstar
• Neutral Sentiment: Broader media mentions — FIX appears on dividend/watchlist roundups and multiple bullish articles highlighting momentum and growth attributes; useful for retail interest but less immediate impact than earnings/backlog. 247WallSt mention
• Negative Sentiment: Insider selling pressure — several insiders sold shares following the record results, including Brian E. Lane (9,365 shares, ~$13.6M) and Director William J. Sandbrook (2,500 shares). Large, clustered sales can signal profit‑taking or create short‑term selling pressure. Brian E. Lane Form 4
• Negative Sentiment: Additional director sales and media coverage of insider exits — other directors (Pablo Mercado, Constance Skidmore) also trimmed positions; media noted insiders selling after record results, which may reinforce concerns about peak expectations. Yahoo Finance: Insiders Sell After Record Results

Analyst Ratings Changes

Several analysts have recently issued reports on FIX shares. UBS Group restated a “buy” rating and set a $1,310.00 target price on shares of Comfort Systems USA in a research report on Monday, February 2nd. Zacks Research raised Comfort Systems USA from a “hold” rating to a “strong-buy” rating in a research note on Tuesday. Wall Street Zen cut Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a report on Saturday, January 3rd. Stifel Nicolaus set a $1,611.00 price target on Comfort Systems USA in a report on Monday. Finally, DA Davidson raised their price target on Comfort Systems USA from $1,200.00 to $1,800.00 and gave the stock a “buy” rating in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, Comfort Systems USA presently has a consensus rating of “Buy” and a consensus price target of $1,573.67.

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.