Analysts Set Comfort Systems USA, Inc. (NYSE:FIX) Price Target at $2,015.43

Comfort Systems USA, Inc. (NYSE:FIX) has earned an average recommendation of “Moderate Buy” from the twelve brokerages that are currently covering the firm, MarketBeat.com reports. Three investment analysts have rated the stock with a hold recommendation and nine have issued a buy recommendation on the company. The average twelve-month price objective among analysts that have updated their coverage on the stock in the last year is $2,015.4286.

A number of equities research analysts have commented on FIX shares. Weiss Ratings restated a “buy (b)” rating on shares of Comfort Systems USA in a research report on Friday, July 17th. Erste Group Bank downgraded Comfort Systems USA from a “buy” rating to a “hold” rating in a report on Wednesday, July 15th. Stifel Nicolaus increased their price target on shares of Comfort Systems USA from $1,611.00 to $1,819.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Glj Research assumed coverage on shares of Comfort Systems USA in a research report on Monday, April 20th. They issued a “buy” rating and a $2,001.00 price target for the company. Finally, KeyCorp upgraded shares of Comfort Systems USA from a “sector weight” rating to an “overweight” rating and set a $2,004.00 price target for the company in a report on Friday, April 24th.

Insider Activity at Comfort Systems USA

In other Comfort Systems USA news, CAO Julie Shaeff sold 1,123 shares of Comfort Systems USA stock in a transaction on Monday, May 11th. The shares were sold at an average price of $2,000.37, for a total transaction of $2,246,415.51. Following the completion of the sale, the chief accounting officer owned 12,624 shares of the company’s stock, valued at $25,252,670.88. This trade represents a 8.17% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Brian E. Lane sold 11,113 shares of Comfort Systems USA stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $1,969.84, for a total value of $21,890,831.92. Following the sale, the insider directly owned 161,089 shares of the company’s stock, valued at approximately $317,319,555.76. The trade was a 6.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 30,778 shares of company stock worth $59,746,124. 1.24% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Comfort Systems USA

Several institutional investors have recently made changes to their positions in FIX. Prudential PLC acquired a new stake in shares of Comfort Systems USA in the 4th quarter valued at $6,922,000. Ethic Inc. boosted its holdings in Comfort Systems USA by 80.5% in the fourth quarter. Ethic Inc. now owns 1,677 shares of the construction company’s stock worth $1,565,000 after purchasing an additional 748 shares in the last quarter. BNP Paribas Financial Markets boosted its holdings in Comfort Systems USA by 230.4% in the fourth quarter. BNP Paribas Financial Markets now owns 57,199 shares of the construction company’s stock worth $53,383,000 after purchasing an additional 39,888 shares in the last quarter. Spire Wealth Management increased its position in Comfort Systems USA by 658.1% during the fourth quarter. Spire Wealth Management now owns 5,390 shares of the construction company’s stock worth $5,031,000 after buying an additional 4,679 shares during the last quarter. Finally, Moran Wealth Management LLC increased its position in Comfort Systems USA by 34.0% during the fourth quarter. Moran Wealth Management LLC now owns 28,357 shares of the construction company’s stock worth $26,465,000 after buying an additional 7,192 shares during the last quarter. 96.51% of the stock is currently owned by institutional investors and hedge funds.

Comfort Systems USA Stock Performance

Shares of Comfort Systems USA stock opened at $1,728.75 on Wednesday. The stock has a market cap of $60.83 billion, a PE ratio of 42.52 and a beta of 1.66. The business has a fifty day simple moving average of $1,835.76 and a 200-day simple moving average of $1,572.45. The company has a quick ratio of 1.19, a current ratio of 1.21 and a debt-to-equity ratio of 0.02. Comfort Systems USA has a 12 month low of $648.23 and a 12 month high of $2,073.99.

Comfort Systems USA (NYSE:FIX) last posted its quarterly earnings results on Thursday, July 23rd. The construction company reported $12.53 earnings per share for the quarter, beating the consensus estimate of $10.45 by $2.08. The firm had revenue of $3.27 billion for the quarter, compared to analyst estimates of $2.99 billion. Comfort Systems USA had a return on equity of 53.55% and a net margin of 12.77%.Comfort Systems USA’s quarterly revenue was up 50.3% on a year-over-year basis. During the same period in the previous year, the firm earned $6.53 earnings per share. On average, sell-side analysts anticipate that Comfort Systems USA will post 43.39 EPS for the current fiscal year.

Comfort Systems USA Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, August 24th. Shareholders of record on Thursday, August 13th will be given a $0.90 dividend. This represents a $3.60 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date is Thursday, August 13th. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.80. Comfort Systems USA’s payout ratio is currently 7.87%.

Comfort Systems USA News Roundup

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

• Positive Sentiment: The company reported Q2 2026 earnings of $12.53 per share, well above analyst estimates and far ahead of last year’s $6.53 per share, showing significant profit growth. Comfort Systems USA Reports Second Quarter 2026 Results
• Positive Sentiment: Revenue also topped expectations at $3.27 billion, with sales up 50.3% year over year, reinforcing the view that demand across Comfort Systems’ construction and services businesses remains strong. Comfort Systems Q2 Earnings & Revenues Beat Estimates, Backlog Up Y/Y
• Positive Sentiment: Management highlighted record backlog growth, which suggests a solid pipeline of future work and supports confidence in continued execution. Comfort Systems Q2 Earnings & Revenues Beat Estimates, Backlog Up Y/Y
• Positive Sentiment: The board raised the quarterly dividend to $0.90 per share from $0.80, a 12.5% increase that signals confidence in cash generation and shareholder returns. Comfort Systems USA Increases Quarterly Dividend
• Neutral Sentiment: Investors are also focusing on the earnings call transcript for guidance on margins, demand trends, and how long the current growth cycle can last. Comfort Systems USA, Inc. (FIX) Q2 2026 Earnings Call Transcript

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.