Harel Insurance Investments & Financial Services Ltd. Sells 11,874 Shares of Comfort Systems USA, Inc. $FIX

Harel Insurance Investments & Financial Services Ltd. lowered its stake in shares of Comfort Systems USA, Inc. (NYSE:FIX) by 99.7% during the 4th quarter, Holdings Channel.com reports. The fund owned 40 shares of the construction company’s stock after selling 11,874 shares during the quarter. Harel Insurance Investments & Financial Services Ltd.’s holdings in Comfort Systems USA were worth $37,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also bought and sold shares of FIX. Vanguard Group Inc. lifted its stake in Comfort Systems USA by 17.0% during the 4th quarter. Vanguard Group Inc. now owns 4,310,126 shares of the construction company’s stock valued at $4,022,597,000 after acquiring an additional 625,567 shares during the period. JPMorgan Chase & Co. lifted its stake in Comfort Systems USA by 36.8% during the 3rd quarter. JPMorgan Chase & Co. now owns 734,519 shares of the construction company’s stock valued at $606,117,000 after acquiring an additional 197,613 shares during the period. AMF Tjanstepension AB bought a new position in Comfort Systems USA during the 3rd quarter valued at about $156,183,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its stake in Comfort Systems USA by 1,189.1% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 148,312 shares of the construction company’s stock valued at $79,525,000 after acquiring an additional 136,807 shares during the period. Finally, First Trust Advisors LP lifted its stake in Comfort Systems USA by 29.8% during the 3rd quarter. First Trust Advisors LP now owns 513,257 shares of the construction company’s stock valued at $423,529,000 after acquiring an additional 117,892 shares during the period. Institutional investors own 96.51% of the company’s stock.

Comfort Systems USA Price Performance

NYSE FIX opened at $1,939.47 on Friday. Comfort Systems USA, Inc. has a 12 month low of $430.79 and a 12 month high of $2,018.05. The stock has a market cap of $68.27 billion, a price-to-earnings ratio of 55.96 and a beta of 1.70. The company’s 50 day moving average is $1,529.16 and its two-hundred day moving average is $1,215.34. The company has a current ratio of 1.24, a quick ratio of 1.21 and a debt-to-equity ratio of 0.01.

Comfort Systems USA (NYSE:FIX) last released its earnings results on Thursday, April 23rd. The construction company reported $10.51 EPS for the quarter, topping analysts’ consensus estimates of $6.81 by $3.70. Comfort Systems USA had a net margin of 12.07% and a return on equity of 51.69%. The company had revenue of $2.87 billion for the quarter, compared to analysts’ expectations of $2.39 billion. During the same quarter last year, the business earned $4.75 EPS. The firm’s revenue was up 56.5% compared to the same quarter last year. As a group, research analysts anticipate that Comfort Systems USA, Inc. will post 43.42 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. Shareholders of record on Friday, May 15th will be paid a dividend of $0.80 per share. This represents a $3.20 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date is Friday, May 15th. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.70. Comfort Systems USA’s dividend payout ratio (DPR) is 8.08%.

Insider Activity at Comfort Systems USA

In other Comfort Systems USA news, Director Darcy Anderson sold 4,500 shares of the firm’s stock in a transaction that occurred on 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 sale, the director owned 18,035 shares in the company, valued at approximately $24,703,260.90. This trade represents a 19.97% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Brian E. Lane sold 11,113 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $1,969.84, for a total transaction of $21,890,831.92. Following the sale, the insider owned 161,089 shares in the company, 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. Insiders have sold 50,401 shares of company stock worth $79,056,765 in the last 90 days. Insiders own 1.24% of the company’s stock.

Key Stories Impacting Comfort Systems USA

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

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on FIX. Stifel Nicolaus increased their price objective on shares of Comfort Systems USA from $1,611.00 to $1,819.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. UBS Group increased their price objective on shares of Comfort Systems USA from $1,680.00 to $1,992.00 and gave the stock a “buy” rating in a research note on Monday, April 27th. KeyCorp upgraded shares of Comfort Systems USA from a “sector weight” rating to an “overweight” rating and set a $2,004.00 price objective on the stock in a research note on Friday, April 24th. Zacks Research cut shares of Comfort Systems USA from a “strong-buy” rating to a “hold” rating in a research note on Friday, April 24th. Finally, DA Davidson increased their price objective on shares of Comfort Systems USA from $1,200.00 to $1,800.00 and gave the stock a “buy” rating in a research note on Monday, February 23rd. Seven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,923.20.

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.