Comfort Systems USA, Inc. $FIX Shares Bought by Moran Wealth Management LLC

Moran Wealth Management LLC raised its stake in Comfort Systems USA, Inc. (NYSE:FIX) by 34.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 28,357 shares of the construction company’s stock after purchasing an additional 7,192 shares during the quarter. Comfort Systems USA accounts for 0.8% of Moran Wealth Management LLC’s investment portfolio, making the stock its 19th biggest holding. Moran Wealth Management LLC’s holdings in Comfort Systems USA were worth $26,465,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the stock. Toth Financial Advisory Corp purchased a new position in Comfort Systems USA in the 3rd quarter valued at $25,000. Quent Capital LLC purchased a new stake in shares of Comfort Systems USA in the third quarter valued at about $25,000. Ameriflex Group Inc. increased its stake 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 acquiring an additional 15 shares during the period. Eastern Bank purchased a new position in Comfort Systems USA during the third quarter worth about $31,000. Finally, JFS Wealth Advisors LLC lifted its position in Comfort Systems USA by 29.4% in the fourth quarter. JFS Wealth Advisors LLC now owns 44 shares of the construction company’s stock valued at $41,000 after purchasing an additional 10 shares during the period. Hedge funds and other institutional investors own 96.51% of the company’s stock.

Insider Activity

In other Comfort Systems USA news, Director Darcy Anderson sold 4,500 shares of Comfort Systems USA stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $1,369.74, for a total transaction of $6,163,830.00. Following the completion of the transaction, the director owned 18,035 shares in the company, valued at approximately $24,703,260.90. The trade was a 19.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO William George III sold 9,000 shares of the stock in a transaction that occurred on 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 owned 37,824 shares in the company, valued at $54,276,305.28. This represents a 19.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 37,288 shares of company stock worth $53,677,038 in the last three months. Company insiders own 1.59% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on FIX. Stifel Nicolaus boosted their target price on Comfort Systems USA from $1,611.00 to $1,819.00 and gave the stock a “buy” rating in a research report on Thursday. UBS Group reaffirmed a “buy” rating and set a $1,310.00 price objective on shares of Comfort Systems USA in a report on Monday, February 2nd. DA Davidson increased their price objective 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, February 23rd. Weiss Ratings reissued a “buy (b)” rating on shares of Comfort Systems USA in a report on Wednesday, January 21st. Finally, Wall Street Zen lowered shares of Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a research report on Saturday, January 3rd. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, Comfort Systems USA presently has a consensus rating of “Buy” and a consensus target price of $1,643.00.

Key Comfort Systems USA News

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

• Positive Sentiment: Stifel Nicolaus raised its price target (from $1,611 to $1,819) and maintained a Buy rating — a clear catalyst that can attract buyers and support the stock’s recent gains. Stifel Raises Price Target
• Positive Sentiment: KeyCorp published materially higher near‑ and longer‑term EPS forecasts (several quarterly and FY2026/FY2027 estimates well above consensus), signaling stronger expected earnings growth that can justify higher multiples and lift investor sentiment.
• Positive Sentiment: Multiple Zacks pieces highlight momentum and the likelihood of an earnings beat (including a recent one‑week price surge), which can fuel momentum buying ahead of results. Comfort Systems (FIX) Is Up 12.39% in One Week
• Neutral Sentiment: The company scheduled its Q1 2026 results release for after-market close on April 23 and a conference call/webcast on April 24 — a routine event but one that will be the immediate driver of volatility as management discusses results, margins, backlog and guidance. Conference Call and Webcast Announcement
• Negative Sentiment: There was a recent one‑day pullback reported in the press (a -2.61% move on a prior trading day), indicating short‑term profit‑taking and the potential for volatility into the earnings print. Comfort Systems (FIX) Stock Dips While Market Gains

Comfort Systems USA Stock Performance

FIX opened at $1,652.49 on Friday. Comfort Systems USA, Inc. has a 1-year low of $321.95 and a 1-year high of $1,671.95. The stock has a market cap of $58.13 billion, a P/E ratio of 57.18 and a beta of 1.60. The stock’s 50 day simple moving average is $1,422.35 and its 200 day simple moving average is $1,129.31. 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 firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Friday, March 6th were paid a $0.70 dividend. This represents a $2.80 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend was Friday, March 6th. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.60. Comfort Systems USA’s dividend payout ratio is currently 9.69%.

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.