RFG Advisory LLC Sells 384 Shares of Comfort Systems USA, Inc. $FIX

RFG Advisory LLC lessened its holdings in Comfort Systems USA, Inc. (NYSE:FIX) by 11.1% during the 4th quarter, Holdings Channel.com reports. The firm owned 3,082 shares of the construction company’s stock after selling 384 shares during the period. RFG Advisory LLC’s holdings in Comfort Systems USA were worth $2,877,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently added to or reduced their stakes in the business. Quent Capital LLC purchased a new stake in Comfort Systems USA during the third quarter valued at approximately $25,000. Ameriflex Group Inc. boosted its stake in shares of Comfort Systems USA by 100.0% during the 3rd 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 last quarter. Eastern Bank bought a new stake in shares of Comfort Systems USA during the 3rd quarter valued at $31,000. JFS Wealth Advisors LLC grew its position in shares of Comfort Systems USA by 29.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 44 shares of the construction company’s stock valued at $41,000 after acquiring an additional 10 shares during the period. Finally, ORG Partners LLC increased its stake in shares of Comfort Systems USA by 63.0% in the 4th quarter. ORG Partners LLC now owns 44 shares of the construction company’s stock worth $41,000 after purchasing an additional 17 shares in the last quarter. 96.51% of the stock is currently owned by institutional investors.

More Comfort Systems USA News

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

• Positive Sentiment: Q1 beat and huge backlog — FIX reported a blowout quarter (revenue $2.87B, EPS $10.51) with backlog soaring to roughly $12.45B, underpinning near-term revenue visibility and the company’s growth story. Seeking Alpha Q1 coverage
• Positive Sentiment: Data-center demand and capacity expansion — Management is adding modular capacity to capture data-center and tech-driven HVAC projects, supporting higher-margin large-scale work. Yahoo: modular expansion
• Positive Sentiment: Analyst support and institutional accumulation — Multiple firms (Stifel, UBS, KeyCorp and others) have raised targets or reiterated buys after Q1; major institutions increased positions last quarter, signaling confidence. InsiderMonkey: Stifel reiteration
• Positive Sentiment: Dividend increase — Company raised the quarterly dividend to $0.80, a small cash return that may support longer-term investor demand ahead of the ex-dividend date. MarketBeat: dividend & analyst notes
• Neutral Sentiment: Momentum / market narratives — Coverage in multiple outlets highlights FIX as a top engineering/growth pick for 2026, which helps sentiment but can be cyclical. Yahoo: best engineering stocks
• Neutral Sentiment: Price performance has been extreme — recent commentary asks whether to buy or wait after a very strong run; that debate can keep intraday moves choppy. Zacks: surge / buy or wait
• Negative Sentiment: Insider sale — Director/officer Brian E. Lane sold 11,113 shares (~$21.9M), reducing his stake; large insider sales can prompt short-term selling or signal reduced conviction to some investors. SEC Form 4
• Negative Sentiment: Valuation concerns — Commentators note FIX’s rich multiples after the rally (P/E well above peers), which can trigger profit-taking and make the stock sensitive to any execution or margin hiccups. Seeking Alpha: valuation discussion
• Negative Sentiment: Quick rally increases volatility risk — strong month-to-month gains have attracted momentum traders and short-term profit-taking, which can pressure the price on any mixed headlines. Zacks: bull coverage

Insider Activity at Comfort Systems USA

In other Comfort Systems USA news, Director Franklin Myers sold 8,636 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $1,472.56, for a total transaction of $12,717,028.16. Following the completion of the transaction, the director owned 73,995 shares of the company’s stock, valued at $108,962,077.20. This represents a 10.45% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director William J. Sandbrook sold 2,500 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $1,443.32, for a total value of $3,608,300.00. Following the transaction, the director owned 9,166 shares of the company’s stock, valued at approximately $13,229,471.12. The trade was a 21.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 50,401 shares of company stock valued at $79,056,765 in the last ninety days. Corporate insiders own 1.24% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently weighed in on FIX. Glj Research started coverage on Comfort Systems USA in a research report on Monday, April 20th. They set a “buy” rating and a $2,001.00 target price on the stock. Weiss Ratings reiterated a “buy (b)” rating on shares of Comfort Systems USA in a research note on Monday, April 20th. Wall Street Zen upgraded shares of Comfort Systems USA from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 2nd. Zacks Research downgraded shares of Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a report on Friday, April 24th. Finally, DA Davidson upped their price target on shares of 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. Seven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $1,923.20.

Comfort Systems USA Price Performance

Shares of Comfort Systems USA stock opened at $1,939.47 on Friday. The company has a market capitalization of $68.27 billion, a price-to-earnings ratio of 55.96 and a beta of 1.70. The company has a quick ratio of 1.21, a current ratio of 1.24 and a debt-to-equity ratio of 0.01. The stock’s 50-day simple moving average is $1,529.16 and its 200-day simple moving average is $1,215.34. Comfort Systems USA, Inc. has a 52 week low of $430.79 and a 52 week high of $2,018.05.

Comfort Systems USA (NYSE:FIX) last posted its quarterly earnings results on Thursday, April 23rd. The construction company reported $10.51 earnings per share for the quarter, topping the consensus estimate 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 business had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.39 billion. During the same period in the prior year, the company posted $4.75 EPS. The firm’s revenue for the quarter was up 56.5% compared to the same quarter last year. As a group, analysts expect that Comfort Systems USA, Inc. will post 43.42 earnings per share for the current fiscal year.

Comfort Systems USA Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, May 26th. Investors of record on Friday, May 15th will be given a dividend of $0.80 per share. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.70. This represents a $3.20 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date is Friday, May 15th. Comfort Systems USA’s dividend payout ratio (DPR) is currently 8.08%.

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.